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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,382 managers (1,396 13F filers) reported a position in SCHB shares at 2026-06-30, 536,423,629 shares in all. 119 filers opened a position and 43 filers sold out during the quarter.

Managers
1,382
13F filers
1,396
New
119
Added
539
Reduced
488
Sold out
43
Shares held by filers
536,423,629

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
Madison Wealth Partners, Inc370,377$10.7M1.36%-7,93513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co369,042$10.7M0.12%-1,14513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management366,009$10.6M0.11%+2,37013F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC365,554$10.6M1.66%-8,07513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding360,559$10.4M+19,021Timeline
Phillip James Consulting Co.357,939$10.4M6.93%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC352,641$10.2M3.07%+13,22513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC345,914$10M0.01%-813F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…338,628$9.81M2.42%-1,23113F-HRTimeline
Brightwater Advisory LLC332,338$9.62M6.08%-13,10313F-HRTimeline
Disciplined Investors, L.L.C.327,667$9.49M4.75%-5,39113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…324,549$9.4M2.42%+51213F-HRTimeline
MITCHELL SINKLER & STARR/PA322,788$9.35M3.89%-71513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC319,705$9.26M0.03%+165,03513F-HRTimelineGroup
Destination Wealth Management319,590$9.26M0.22%-7,37413F-HRTimeline
Creekside Partners318,600$9.23M3.34%+2,47613F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding309,318$8.96M+27,691Timeline
Orcam Financial Group309,050$8.95M4.37%-1,99313F-HRTimeline
Curbstone Financial Management Corp304,592$8.82M1.5%+2,07013F-HRTimeline
NBZ Investment Advisors LLC303,344$8.78M3.43%-2,28613F-HRTimeline
Rockbridge Investment Management, LCC300,491$8.7M0.71%-43,15113F-HRTimeline
Red Door Wealth Management, LLC298,651$8.65M0.79%+2,14113F-HRTimeline
CVA Family Office, LLC297,745$8.62M0.78%-68713F-HRTimeline
Sharkey, Howes & Javer294,736$8.54M1.03%-4,06813F-HRTimeline
Summit Financial, LLC293,988$8.51M0.09%-3,03113F-HRTimeline
Carnegie Investment Counsel293,201$8.49M0.17%-42,20813F-HRTimeline
JMG Financial Group, Ltd.292,779$8.48M0.2%-7,87413F-HRTimeline
BRIGHTON JONES LLC292,527$8.47M0.16%-22,86113F-HRTimeline
JFS WEALTH ADVISORS, LLC292,101$8.46M0.42%-6,59113F-HRTimeline
Valmark Advisers, Inc.291,001$8.43M0.09%+2,75813F-HRTimeline
Equita Financial Network, Inc.289,163$8.37M2.32%+29113F-HRTimeline
Elm Partners Management LLC288,202$8.35M0.25%+185,20013F-HR/ATimeline
Mutual Advisors, LLC287,862$8.34M0.16%+74913F-HRTimeline
BALLAST ADVISORS LLC281,683$8.16M1.94%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT281,393$8.15M0.81%+1,37813F-HRTimeline
FAGAN ASSOCIATES, INC.281,183$8.14M1%+11,25913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…280,851$8.13M<0.01%+118,58713F-HRTimelineGroup
RCW Management, LLC279,621$8.1M7.26%-3,74113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.277,161$8.03M0.05%+16,83613F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.275,840$7.99M0.81%+40,44913F-HRTimeline
CFG Wealth Management Services, Inc.313,533$7.9M7.41%013F-HRTimeline
RHS Financial, LLC269,632$7.81M3.15%-1,12513F-HRTimeline
Clark Asset Management, LLC269,334$7.8M0.61%+26,81313F-HRTimeline
CARDIFF PARK ADVISORS, LLC266,051$7.7M0.6%-1,81813F-HRTimeline
Asset Allocation & Management Company, …265,510$7.69M2.51%+3,38713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT263,550$7.63M0.11%+68,38213F-HR/ATimeline
Parallel Advisors, LLC261,734$7.58M0.12%+5,98213F-HRTimeline
Maridea Wealth Management LLC261,439$7.57M0.82%+82,82313F-HRTimeline
MAIRS & POWER INC261,246$7.57M0.07%013F-HRTimeline
Ellevest, Inc.258,550$7.49M0.88%-3,36113F-HRTimeline
Venture Visionary Partners LLC255,357$7.4M0.21%+75,86613F-HRTimeline
ELCO Management Co., LLC254,441$7.37M3.18%+41,28513F-HRTimeline
Wilson & Boucher Capital Management, LLC253,826$7.35M4.31%-6,34913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC253,497$7.34M0.21%+32,64113F-HRTimeline
SAX WEALTH ADVISORS, LLC287,299$7.21M0.29%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding248,048$7.18M+981Timeline
Graver Capital Management, LLC247,399$7.16M5.1%-13,11213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC243,133$7.04M0.03%+100,33713F-HRTimeline
Strategic Family Wealth Counselors, L.L…242,581$7.03M1.63%-5,31213F-HRTimeline
Strategic Financial Concepts, LLC240,370$6.96M2.07%-62,29813F-HRTimeline
Seaside Wealth Management, Inc.238,748$6.91M1.71%-7,30413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…238,661$6.91M0.02%013F-HRTimelineGroup
Arax Advisory Partners238,396$6.9M0.05%+55,94213F-HRTimeline
Firestone Capital Management234,751$6.8M1.27%-2,05313F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC234,223$6.78M2.86%-2,36413F-HRTimeline
Financial Engines Advisors L.L.C.233,807$6.77M0.01%-1,57013F-HRTimeline
ProVise Management Group, LLC233,313$6.76M0.45%-6,07013F-HRTimeline
PINKERTON WEALTH, LLC268,772$6.75M0.58%-8,29713F-HRTimeline
KCM INVESTMENT ADVISORS LLC231,547$6.71M0.2%-1,78113F-HRTimeline
Embree Financial Group231,052$6.69M0.67%-68,06513F-HRTimeline
Asset Advisory Group, Inc.229,821$6.66M2.91%-2,81113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…227,501$6.59M1.4%-12,71813F-HRTimeline
One Charles Private Wealth Services, LLC225,062$6.52M1.5%013F-HRTimeline
Brio Consultants, LLC224,925$6.51M0.76%+36513F-HRTimeline
Empirical Financial Services, LLC d.b.a…223,497$6.47M0.09%+4,57013F-HRTimeline
BLAIR WILLIAM & CO/IL221,881$6.43M0.02%+21,34313F-HRTimeline
Savvy Advisors, Inc.220,998$6.4M0.14%-1,65913F-HRTimeline
Integrated Wealth Concepts LLC220,987$6.4M0.04%+12,50613F-HR/ATimeline
Diversified Portfolios, Inc.220,347$6.38M0.46%-4,55313F-HRTimeline
Bawa N Mallick Trust218,107$6.32M2.04%+5,91713F-HRTimeline
Main Street Financial Solutions, LLC217,367$6.29M0.4%+2,10713F-HRTimeline
Successful Portfolios LLC208,190$6.07M2.84%-58913F-HRTimeline
GeoWealth Management, LLC209,667$6.07M0.19%+4,11613F-HRTimeline
MBA Advisors LLC208,878$6.05M2.06%+5,51413F-HRTimeline
Cordant, Inc.208,621$6.04M2.18%+1,01613F-HRTimeline
SeaCrest Wealth Management, LLC207,508$6.01M0.67%+5,24613F-HRTimeline
True Freedom Investing, LLC237,535$5.96M0.47%-4,66513F-HRTimeline
Financial Solutions Advisory Group, Inc.204,818$5.96M0.75%+9,39413F-HRTimeline
ALTFEST L J & CO INC205,124$5.94M0.58%-5,22713F-HRTimeline
Hartmann Taylor Wealth Management, LLC228,179$5.73M3.79%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC196,471$5.69M0.09%new13F-HRTimeline
Aspiring Ventures, LLC196,461$5.69M1.49%-9,03313F-HRTimeline
Unify Financial Advisors195,230$5.65M5.22%-51013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA194,384$5.63M0.22%-4,26613F-HRTimeline
NYL Investors LLC193,871$5.61M2.15%+2,82113F-HRTimeline
Chesapeake Wealth Management192,369$5.57M1.56%+39313F-HRTimeline
Seed Wealth Management, Inc.192,268$5.57M3.52%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC188,731$5.47M0.86%+2,46913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC188,620$5.46M2.57%-29,83913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\188,605$5.46M0.01%+8,98413F-HRTimelineGroup
Avant Capital LLC187,926$5.44M3.41%+87513F-HRTimeline
Compass Ion Advisors, LLC187,520$5.43M0.47%-88113F-HRTimeline
Granite Investment Partners, LLC185,299$5.37M0.27%+3,50613F-HRTimeline
Wealth Care LLC183,961$5.33M4.31%-1,84213F-HRTimeline
Crestwood Advisors Group, LLC179,026$5.18M0.08%-13,60013F-HRTimeline
Clear Point Advisors Inc.178,396$5.17M4.58%-71113F-HRTimeline
Alpha Omega Wealth Management LLC178,179$5.16M0.79%-4,77413F-HRTimeline
TIAAgroup of 3 filers holding177,536$5.14M+57,436Timeline
Pullen Investment Management, LLC174,828$5.06M2.34%-41513F-HRTimeline
Joule Financial, LLC174,664$5.06M1.37%-2,94513F-HRTimeline
Whitener Capital Management, Inc.173,802$5.03M1.07%-5,39613F-HRTimeline
Stillwater Private Wealth, LLC167,332$5M3.26%-140,63013F-HRTimeline
Farnam Financial LLC172,163$4.99M3.64%-15,36513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC169,993$4.92M1.22%-4,47813F-HRTimelineGroup
Aspire Capital Advisors LLC168,788$4.89M0.95%+6,67313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP168,123$4.87M0.17%013F-HRTimeline
Cambridge Financial Group, LLC166,962$4.84M1.52%-7,22213F-HRTimeline
COZAD ASSET MANAGEMENT INC166,669$4.83M0.31%-12,44013F-HRTimeline
CRA Financial Services, LLC165,178$4.78M0.55%+10,92813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC159,753$4.63M0.29%-1,33813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …159,615$4.62M0.09%-29,48213F-HRTimelineGroup
Midwestern Financial, LLC /IA159,235$4.61M3.23%-21,06013F-HRTimeline
SIGNATUREFD, LLC157,996$4.58M0.06%+17,97113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC157,662$4.57M0.21%-34913F-HRTimeline
Amicus Financial Advisors, LLC157,377$4.56M1.12%-16,17113F-HRTimeline
IEQ CAPITAL, LLC156,331$4.53M0.02%+13,42113F-HRTimeline
Avalon Advisory Group154,624$4.48M1.65%-49913F-HRTimeline
OpenArc Corporate Advisory, LLC151,368$4.38M0.05%new13F-HRTimeline
WealthCollab, LLC151,220$4.38M1.59%+2413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC150,192$4.35M2.89%-1,56613F-HRTimeline
Opus Capital Group, LLC149,617$4.33M0.42%-14,89713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.147,900$4.28M0.47%+2,08213F-HR/ATimeline
Krilogy Financial LLC146,351$4.24M0.13%-33,14213F-HRTimeline
Merit Financial Group, LLC146,133$4.23M0.03%-6,15713F-HR/ATimeline
Rosenberg Matthew Hamilton145,486$4.21M0.78%-17113F-HRTimeline
Tortoise Investment Management, LLC145,287$4.21M0.31%-1,04413F-HRTimeline
Asset Dedication, LLC144,400$4.18M0.26%+94513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV144,057$4.17M0.45%-13,91413F-HRTimeline
Dakota Wealth Management143,620$4.16M0.08%-7,01813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC142,624$4.13M0.36%+1,34313F-HRTimeline
TRB Wealth Management, LLC140,602$4.07M0.54%-89813F-HRTimeline
Daybright Advisory Services, Inc.139,705$4.03M0.96%-4213F-HRTimeline
L. Roy Papp & Associates, LLP139,075$4.03M0.42%+8713F-HRTimeline
Independent Solutions Wealth Management…138,086$4M0.52%-4,75213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.137,875$3.99M<0.01%-57713F-HRTimelineGroup
Flatrock Wealth Partners LLC137,288$3.98M1.56%013F-HRTimeline
Whitegate Investment Counselors, Inc.137,227$3.97M1.13%+8,80513F-HRTimeline
Koshinski Asset Management, Inc.137,176$3.97M0.21%-60013F-HRTimeline
Thrive Wealth Management, LLC135,713$3.93M0.51%+3,80713F-HRTimeline
Silver Oak Advisory Group, Inc.134,610$3.9M1.54%-15,56613F-HRTimeline
SMITH, MOORE & CO.134,510$3.9M0.25%-2,13413F-HRTimeline
Cambridge Advisors Inc.134,440$3.89M0.67%-58913F-HRTimeline
Planned Solutions, Inc.132,202$3.83M1.1%+4,03813F-HRTimeline
Global Retirement Partners, LLC131,714$3.81M0.06%13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.131,459$3.81M1.38%-3,01713F-HRTimeline
Selby Wealth Management, LLC130,458$3.78M1.34%+5,09513F-HRTimeline
Long Island Wealth Management, Inc.130,263$3.77M1.56%+14713F-HRTimeline
Pacific Park Financial, Inc.129,590$3.75M2.18%-26,24513F-HRTimeline
Archer Investment Management, LLC129,422$3.75M1.28%+7,72513F-HRTimeline
CHOREO, LLC128,669$3.73M0.04%+9,09613F-HRTimeline
Cross Staff Investments Inc128,665$3.73M2.1%+4,12513F-HRTimeline
Chesley Taft & Associates LLC127,633$3.7M0.14%-3,07213F-HRTimeline
Intrua Financial, LLC127,412$3.69M0.35%+2,06713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC126,591$3.67M0.09%-8,80213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD126,375$3.66M1.5%-49913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp125,309$3.63M<0.01%+45,26713F-HRTimelineGroup
SageView Advisory Group, LLC124,386$3.6M0.12%+3,05913F-HRTimeline
Triangle Securities Wealth Management124,085$3.59M0.71%+3,64213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sachetta, LLC122,890$3.56M1.73%+81613F-HRTimeline
BCS Wealth Management121,906$3.53M0.64%+3,58713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/121,665$3.52M<0.01%-25613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC121,354$3.51M0.01%+73,78513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.121,340$3.51M0.87%+119,71013F-HRTimeline
LOWE BROCKENBROUGH & CO INC120,673$3.49M0.16%-3,07813F-HRTimeline
S.E.E.D. Planning Group LLC119,521$3.46M0.91%new13F-HRTimeline
Advus Financial Partners, LLC119,245$3.45M0.98%new13F-HR/ATimeline
PFG Advisors119,074$3.45M0.17%-12,78713F-HRTimeline
3 FACTOR INDEXING, LLC119,039$3.45M2.92%-60113F-HRTimeline
RTD Financial Advisors, Inc.118,904$3.44M0.38%+613F-HRTimeline
Topsail Wealth Management, LLC118,632$3.44M0.44%-2,34513F-HRTimeline
Cypress Point Wealth Management, LLC118,389$3.43M0.7%-13,81613F-HRTimeline
BIP Wealth, LLC118,200$3.42M0.1%+91,34513F-HRTimeline
Luminvest Wealth Management LLC118,077$3.42M0.79%+44,05613F-HRTimeline
Roger Wittlin Investment Advisory, LLC117,806$3.41M2.68%-184,33513F-HRTimeline
Medallion Wealth Advisors, LLC117,410$3.4M1.07%-3,55013F-HRTimeline
Rialto Wealth Management, LLC117,236$3.4M0.67%-3,24413F-HRTimeline
Ridgewood Investments LLC116,689$3.38M1.26%+1,87413F-HRTimeline
Game Plan Financial Advisors, LLC116,467$3.37M1.25%-25,02413F-HRTimeline
ARK & TLK INVESTMENTS, LLC115,756$3.35M0.83%-1,05513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC115,740$3.35M1%-2,08513F-HRTimeline
Ausdal Financial Partners, Inc.115,452$3.34M0.13%+4,60913F-HRTimeline
FINANCIAL CONSULATE, INC114,378$3.31M0.37%+7,45013F-HRTimeline
Mayfair Advisory Group, LLC115,422$3.3M0.99%-73313F-HRTimeline
Foster Group, Inc.113,474$3.29M0.09%-1,21413F-HRTimeline
Gleason Group, Inc.112,962$3.27M0.29%+5,37013F-HRTimeline
Skyline Advisors, Inc.112,885$3.27M1.03%-113F-HRTimeline
Cherry Tree Wealth Management, LLC112,414$3.26M0.61%-1,67413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…112,400$3.26M0.06%+2913F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS111,756$3.24M0.33%new13F-HRTimeline
LINCOLN CAPITAL CORP111,299$3.22M1.05%-2,73713F-HRTimeline