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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,376 managers (1,390 13F filers) reported a position in SCHB shares at 2026-06-30, 536,028,528 shares in all. 118 filers opened a position and 43 filers sold out during the quarter.

Managers
1,376
13F filers
1,390
New
118
Added
536
Reduced
486
Sold out
43
Shares held by filers
536,028,528

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGgroup of 2 filers holding60,361,619$1.75B+10,275Timeline
Wealthfront Advisers LLC51,435,009$1.49B2.86%-1,121,12913F-HRTimeline
Betterment LLC15,292,144$443M0.75%-425,71013F-HRTimeline
REBALANCE, LLC14,738,453$427M22.37%-344,03413F-HRTimeline
SCS Capital Management LLC11,934,362$346M3.26%-35,75813F-HRTimeline
HighTower Advisors, LLC9,295,333$269M0.26%+327,99313F-HRTimeline
Strid Group, LLC8,576,683$248M27.57%-72,26313F-HRTimeline
Evensky & Katz LLC7,987,057$231M11.95%-178,44213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,640,636$221M17.17%-81,82913F-HRTimeline
Hanson & Doremus Investment Management7,035,343$204M20.73%-5,81013F-HRTimeline
HB Wealth Management, LLC6,571,056$190M1.07%-24,16513F-HRTimeline
Evergreen Advisors, LLC6,300,530$182M38.94%+20,37813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,148,772$178M2.97%-81,23413F-HRTimeline
HT Partners LLC6,067,895$176M48.66%-113,55813F-HRTimeline
Savant Capital, LLC5,943,212$161M0.47%+2,973,33813F-HRTimeline
TruNorth Capital Management, LLC5,449,167$158M25.35%+238,42813F-HRTimeline
HHM Wealth Advisors, LLC5,258,356$152M15.33%+111,76513F-HRTimeline
AlphaCore Capital LLC5,233,490$152M2.79%-120,21413F-HRTimeline
Mariner, LLCin group Mariner, LLC4,683,545$136M0.14%-312,96513F-HRTimelineGroup
Accredited Investors Inc.4,443,846$129M5.56%-163,49113F-HRTimeline
Morton Brown Family Wealth, LLC4,261,509$123M27.98%+243,64113F-HRTimeline
Compass Financial Group, INC/SD3,894,102$113M12.94%+24,86613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,654,324$106M0.16%-393,15913F-HRTimeline
Waverly Advisors, LLC3,529,934$102M0.59%+468,70213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,458,745$100M0.01%+88,37713F-HRTimelineGroup
MANCHESTER FINANCIAL INC3,381,852$97.9M17.44%-44,97713F-HRTimeline
Creative Planningin group Creative Planning3,300,545$95.6M0.06%+103,48013F-HRTimelineGroup
Ballentine Partners, LLC3,253,122$94.2M1.15%-4,57013F-HRTimeline
HBK Sorce Advisory LLC3,151,706$93.7M1.83%+21,24813F-HRTimeline
Quantinno Capital Management LP3,087,207$89.4M0.11%+303,94913F-HRTimeline
LPL Financial LLC2,973,417$86.1M0.02%+65,38113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,970,765$84.2M0.03%+331,66913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,882,036$83.5M0.01%+25013F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC2,772,864$80.3M3.16%+92,25313F-HRTimeline
Asset Advisors Investment Management, L…2,739,361$79.3M7.28%-22,91213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,718,247$78.7M0.12%+7,17013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,708,469$78.4M2.58%-66,497,98013F-HRTimelineGroup
Legacy Financial Strategies, LLC2,665,380$77.2M11.96%+50,79313F-HRTimeline
Circle Wealth Management, LLC2,635,156$76.3M0.96%-1,08113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,592,207$75.1M11.95%+28313F-HRTimeline
MYECFO, LLC2,577,055$74.6M28.17%+19,33213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,564,033$74.3M-255,107Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,536,461$73.5M<0.01%-657,76713F-HRTimelineGroup
Bluespring Wealth Management, LLC2,529,349$73.2M1.41%+724,88413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,527,684$73.2M0.96%-40,43713F-HRTimeline
Winthrop Advisory Group LLC2,487,708$72M4.85%+92,67413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,500,208$70.6M0.12%+179,82513F-HRTimeline
Bouchey Financial Group, Ltd.2,424,447$70.2M4.54%-27,34613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,390,687$69.2M0.01%+327,77113F-HRTimelineGroup
Summit Financial Strategies, Inc.2,326,085$67.4M4.73%-346,03013F-HRTimeline
Aptus Capital Advisors, LLC2,325,278$67.3M0.49%+92,31713F-HRTimeline
Sunburst Financial Group, LLC2,266,615$65.6M10.97%+92,32713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,198,557$63.7M0.08%-333,00713F-HR/ATimeline
Caprock Group, LLC2,086,029$60.4M1.16%-4,81713F-HRTimeline
WBH ADVISORY INC2,072,831$60M4.03%-46,80913F-HRTimeline
Allworth Financial LP1,809,502$52.4M0.22%+106,19313F-HRTimeline
Capital Management Associates, Inc1,789,502$51.8M10.42%+3,94013F-HRTimeline
Ethos Financial Group, LLC1,795,643$50.7M3.39%-230,69013F-HRTimeline
Leading Edge Financial Planning LLC1,748,838$50.6M9.02%+107,95613F-HRTimeline
Roundview Capital LLC1,744,303$50.5M2.76%+63,01013F-HRTimeline
Cambridge Investment Research Advisors,…1,720,445$49.8M0.11%+4,75213F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC1,654,810$47.9M0.06%+353,17813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,647,692$47.7M0.06%+8,07013F-HRTimelineGroup
Boulder Wealth Advisors, LLC1,641,481$47.5M17.33%+23,92613F-HRTimeline
Cape Investment Advisory, Inc.1,597,218$46.3M12.37%+13,02413F-HRTimeline
Modern Wealth Management, LLC1,592,627$46.1M0.55%+62,98913F-HRTimeline
Appalachian Capital Management Ltd1,577,489$45.7M33.14%+3,83613F-HRTimeline
Tanglewood Wealth Management, Inc.1,577,486$45.7M3.89%+42,59513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,522,245$44.1M17.55%+20,15313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,445,601$41.9M0.01%+370,77813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,383,449$40.1M<0.01%+1,45013F-HRTimelineGroup
MAI Capital Management1,267,030$36.7M0.14%+26,76813F-HRTimeline
Legacy Private Trust Co.1,253,734$36.3M2.03%-28,35413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,252,532$36.3M+98,110Timeline
Facet Wealth, Inc.1,243,309$36M0.52%-6,44113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,226,246$35.5M9.24%-40,63513F-HRTimeline
FMR LLCin group FMR LLC1,210,918$35.1M<0.01%+143,45713F-HRTimelineGroup
John Boyer, Inc.1,194,348$34.6M29.98%+47,45013F-HRTimeline
SYM FINANCIAL Corp1,187,558$34.4M2.76%-4,45013F-HRTimeline
Members Advisory Group LLC1,179,830$34.2M9.54%-403,48213F-HRTimeline
HARBOUR INVESTMENTS, INC.1,163,565$33.7M0.45%+45,18813F-HRTimeline
Pegasus Asset Management, Inc.1,161,813$33.6M9.59%+1,17313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,161,767$33.6M0.01%+57,93613F-HRTimelineGroup
WT Wealth Management1,161,589$33.6M9.32%-12,04613F-HRTimeline
Goepper Burkhardt LLC1,160,559$33.6M10.09%+22,54513F-HRTimeline
GSG Advisors LLC1,106,784$32.1M7.06%+12,93713F-HRTimeline
Gemmer Asset Management LLC1,104,883$32M2.16%-13,41413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,107,295$31.8M<0.01%-88,06313F-HRTimelineGroup
Chicago Partners Investment Group LLC1,109,222$31.7M0.63%+139,91513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,072,620$31.1M18.61%-7,84713F-HRTimeline
Truepoint, Inc.1,069,662$31M0.65%-27,88913F-HRTimeline
Retirement Planning Group, LLC1,068,109$30.9M0.79%-18,15913F-HRTimeline
Genesee Capital Advisors, LLC1,052,859$30.5M9.61%-576,66513F-HRTimeline
Strategic Advisors LLC1,021,776$29.6M6.47%-86,32813F-HRTimeline
Dodds Wealth, LLC1,020,508$29.6M6.65%+12,66013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,004,233$29.1M1.69%-17,86813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,001,507$29M0.04%+130,69113F-HR/ATimelineGroup
Wynn Capital, LLC963,366$27.9M12.46%+30,26613F-HRTimeline
Stonekeep Investments, LLC945,015$27.4M15.93%+29,70513F-HRTimeline
Meridian Wealth Partners, LLC937,426$27.1M3.29%+16,14113F-HRTimeline
VALLEY NATIONAL ADVISERS INC934,634$27.1M3.01%-3,68913F-HRTimeline
Walker Financial Services, Inc.928,968$26.9M8.32%+144,29513F-HRTimeline
Phil A. Younker & Associates, Ltd.926,210$26.8M18.08%-134,78213F-HRTimeline
Downshift Financial, LLC908,685$26.3M11.94%+207,89013F-HRTimeline
Great Lakes Retirement, Inc.906,333$26.2M2.33%-5,42213F-HRTimeline
Schaeffer Financial LLC904,868$26.2M20.26%+2,49113F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,033,925$26M0.01%+79,69713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC886,785$25.7M0.09%+40,39113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC868,195$25.1M0.04%+76,70713F-HRTimelineGroup
Avior Wealth Management, LLC861,398$24.9M0.66%-2,05113F-HRTimeline
Breakwater Investment Management856,304$24.8M8.44%-1,87713F-HRTimeline
EP Wealth Advisors, LLC853,104$24.7M0.09%+703,50413F-HRTimeline
IMA Advisory Services, Inc.852,429$24.7M1.54%-1,46113F-HRTimeline
Davis Capital Management850,490$24.6M14.58%+14,87113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.845,594$24.5M0.03%+40013F-HRTimelineGroup
Strategic Financial Planning, Inc.841,398$24.4M12.72%new13F-HRTimeline
Beacon Pointe Advisors, LLC836,559$24.2M0.11%-115,40213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…837,415$24.2M7.8%-9,94313F-HRTimeline
Global Wealth Management, LLC810,599$23.5M11.95%-7,15513F-HRTimeline
Tradition Wealth Management, LLC787,134$22.8M1.39%+9,40013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…778,677$22.6M0.12%-23,84513F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.765,430$22.2M1.94%-34,12413F-HRTimeline
Nalls Sherbakoff Group, LLC764,875$22.2M15.75%-24,25513F-HRTimeline
Socha Financial Group, LLC764,054$22.1M9%+3,53413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding748,035$21.7M+321,005Timeline
Coastal Bridge Advisors, LLC731,565$21.2M1.31%-3,40113F-HRTimeline
OneDigital Investment Advisors LLC729,719$21.1M0.18%-25,73013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC723,260$20.9M0.26%-1,93513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC717,535$20.8M0.03%+38,59713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC715,207$20.7M<0.01%+144,87813F-HRTimelineGroup
Focus Financial Network, Inc.710,192$20.6M0.64%+10,50113F-HRTimeline
James J. Burns & Company, LLC704,165$20.4M2.21%-5,33813F-HRTimeline
LIBRA WEALTH LLC694,982$20.1M5.14%-16,93713F-HRTimeline
Davidson Kahn Capital Management, LLC688,683$20M8.58%+85,57213F-HRTimeline
Fairlight Advisors675,111$19.6M15.94%13F-HRTimeline
Compound Planning, Inc.670,509$19.4M0.51%+12,19113F-HRTimeline
Roble, Belko & Company, Inc665,320$19.3M2.08%-3,08713F-HRTimeline
Zhang Financial LLC660,423$19.1M0.56%-5,95813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC650,210$18.8M0.6%-49,57213F-HRTimelineGroup
&PARTNERS619,998$18M0.07%+34,25913F-HRTimeline
Bond & Devick Financial Network, Inc.616,432$17.9M4.4%+8,16613F-HRTimeline
Liberty Capital Management, Inc.608,084$17.6M3.03%13F-HRTimeline
VALICENTI ADVISORY SERVICES INC604,784$17.5M3.31%+7,67713F-HRTimeline
IFP Advisors, Inc601,558$17.4M0.31%+30,21613F-HRTimeline
Madden Advisory Services, Inc.595,799$17.3M6.19%-6,74113F-HRTimeline
Christensen, King & Associates Investme…595,154$17.2M6.85%-19,51713F-HRTimeline
Brooklyn FI, LLC575,667$16.6M3.04%+8,82713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC562,821$16.3M1.41%-15,26213F-HRTimeline
Elgethun Capital Management562,608$16.3M2.27%-4,03713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC558,980$16.2M2.02%-38,44113F-HRTimeline
Compass Advisory Group LLC558,238$16.2M3.84%+1,18713F-HRTimeline
Ashford Advisors, LLC557,350$16.1M3.33%+27,59613F-HRTimeline
Intelligence Driven Advisers, LLC554,469$16.1M2.61%-8,92113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP546,276$15.8M0.01%-9,63513F-HRTimelineGroup
Wedmont Private Capital540,035$15.8M0.43%+2013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV541,958$15.7M3.9%-2,10613F-HRTimeline
Wealthspire Advisors, LLC537,166$15.6M0.09%+56,88913F-HRTimeline
Milestone Investment Advisors LLC536,856$15.5M3.36%+3,67413F-HRTimeline
Cresset Asset Management, LLC534,573$15.5M0.06%+172,66513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP534,501$15.5M0.19%+418,66213F-HRTimeline
TPG Advisors LLC532,995$15.4M8.47%+1,35713F-HRTimeline
HORAN Wealth, LLC527,998$15.3M1.91%-523,47413F-HR/ATimeline
NewEdge Advisors, LLC526,748$15.3M0.05%+56,48113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC521,927$15.1M0.11%+14,85913F-HRTimeline
Rothschild Wealth LLC521,418$15.1M1.21%-177,05513F-HRTimeline
SigFig Wealth Management, LLC523,931$15.1M0.4%+97613F-HRTimeline
Spinnaker Investment Group, LLC516,662$15M2.4%+31,11313F-HRTimeline
True North Advisors, LLC511,653$14.8M1.42%+6,85513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.505,130$14.6M0.53%-13,06913F-HRTimeline
Weinberger Asset Management, Inc495,593$14.3M4.59%+7,51613F-HRTimeline
Peak Financial Management, Inc.492,683$14.3M3.28%+24,13513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…487,660$14.1M0.01%-4,61813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP482,534$14M<0.01%+117,15413F-HRTimelineGroup
Passive Capital Management, LLC.526,727$13.8M4.32%-1,48713F-HRTimeline
MOTIVE WEALTH ADVISORS473,585$13.7M5.64%-91113F-HRTimeline
Meridian Wealth Management, LLC471,477$13.7M0.42%+64213F-HRTimeline
D.B. Root & Company, LLC470,345$13.6M2.89%+8,84913F-HRTimeline
Wrenne Financial Planning LLC462,970$13.4M4.53%+27,58313F-HRTimeline
Waldron Private Wealth LLC450,000$13M0.45%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …448,366$13M0.03%-2,61213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.445,679$12.9M<0.01%+128,45913F-HRTimelineGroup
VSM Wealth Advisory, LLC442,453$12.8M3.4%-4,52513F-HRTimeline
Summit Trail Advisors, LLC431,410$12.5M0.16%-21,20513F-HRTimeline
Farther Finance Advisors, LLC427,912$12.4M0.1%+12,19413F-HRTimeline
Sequoia Financial Advisors, LLC427,052$12.4M0.06%-12,02113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co420,625$12.2M<0.01%-7,82113F-HRTimelineGroup
Beacon Wealthcare LLC419,941$12.2M3.9%-14,98613F-HRTimeline
Alliance Wealth Management Group414,502$12M2.34%+9,82213F-HRTimeline
Towercrest Capital Management414,502$12M1.67%+9,82213F-HRTimeline
Prosperitas Financial LLC408,888$11.8M3.79%-9,79713F-HRTimeline
Five Oceans Advisors408,313$11.8M3.8%-1,63913F-HRTimeline
Apriem Advisors404,758$11.7M1.01%+113F-HRTimeline
Janney Montgomery Scott LLC401,983$11.6M0.02%new13F-HRTimeline
Everhart Financial Group, Inc.400,094$11.6M0.74%-21,88113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.395,065$11.4M0.18%+9113F-HRTimeline
Prime Capital Investment Advisors, LLC392,740$11.4M0.11%-1,65013F-HRTimeline
SRH ADVISORS, LLC392,383$11.4M2.9%-2,59413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…386,906$11.2M0.02%+43,60813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC379,866$11M0.08%-9,44713F-HRTimeline
Cetera Investment Advisers376,746$10.9M0.01%+11,72313F-HRTimeline