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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,177 managers (1,182 13F filers) reported a position in SCHB shares at 2024-12-31, 474,519,555 shares in all. 54 filers opened a position and 39 filers sold out during the quarter.

Managers
1,177
13F filers
1,182
New
54
Added
1,024
Reduced
15
Sold out
39
Shares held by filers
474,519,555

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Embree Financial Group359,094$8.15M1.39%+228,96713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP357,403$8.11M0.01%+289,88413F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC351,742$7.98M5.54%+231,24213F-HRTimeline
MITCHELL SINKLER & STARR/PA346,175$7.86M2.1%+231,60013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC345,891$7.85M0.08%+230,00613F-HRTimeline
JMG Financial Group, Ltd.342,342$7.77M0.27%+224,82713F-HRTimeline
Joseph P. Lucia & Associates, LLC337,242$7.66M3.4%+226,75613F-HRTimeline
Disciplined Investors, L.L.C.337,105$7.6M7.32%13F-HRTimeline
Orcam Financial Group328,910$7.47M7.22%+218,72513F-HRTimeline
Main Street Financial Solutions, LLC328,102$7.45M0.73%+216,40513F-HRTimeline
NBZ Investment Advisors LLC327,410$7.43M4.16%13F-HRTimeline
Curbstone Financial Management Corp327,334$7.43M1.57%+217,02013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…327,232$7.43M2.55%+215,57113F-HRTimeline
Destination Wealth Management327,094$7.43M0.23%+228,68113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC321,175$7.29M0.01%+312,68213F-HRTimelineGroup
FAGAN ASSOCIATES, INC.320,466$7.27M1.16%+224,72713F-HRTimeline
JFS WEALTH ADVISORS, LLC320,124$7.27M0.5%+209,53413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…316,792$7.19M2.17%+224,69913F-HRTimeline
NorthCoast Asset Management LLC311,447$7.07M0.03%+256,24213F-HR/ATimeline
Davidson Kahn Capital Management, LLC299,846$6.81M6.32%13F-HRTimeline
CVA Family Office, LLC298,692$6.78M1.07%+197,45113F-HRTimeline
Cresset Asset Management, LLC297,683$6.76M0.03%+109,07113F-HRTimeline
Valmark Advisers, Inc.292,379$6.64M0.1%+192,40513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC289,872$6.58M3.59%+191,36113F-HRTimeline
Graver Capital Management, LLC287,205$6.52M6.81%13F-HRTimeline
Atria Wealth Solutions, Inc.286,489$6.5M0.07%+217,33813F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.285,647$6.48M4.54%+189,54113F-HRTimeline
BLAIR WILLIAM & CO/IL285,575$6.48M0.02%+204,02613F-HRTimeline
Wilson & Boucher Capital Management, LLC283,132$6.43M4.55%+189,03813F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…282,262$6.41M0.58%-548,88413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.278,497$6.32M<0.01%+138,25713F-HRTimeline
Equita Financial Network, Inc.274,060$6.22M2.25%+180,41713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC272,916$6.2M0.01%+185,90713F-HRTimelineGroup
BALLAST ADVISORS LLC272,320$6.18M1.9%+181,45613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP265,993$6.04M<0.01%+183,04813F-HRTimelineGroup
Wade Financial Advisory, Inc264,258$6M2.03%+175,88913F-HRTimeline
ProVise Management Group, LLC263,498$5.98M0.51%+174,28013F-HRTimeline
Financial Engines Advisors L.L.C.263,048$5.97M0.01%+192,82213F-HRTimeline
MAIRS & POWER INC261,246$5.93M0.06%+174,16413F-HRTimeline
Strategic Family Wealth Counselors, L.L…256,717$5.83M1.9%+171,71013F-HRTimeline
PFG Advisors256,568$5.82M0.36%+171,81713F-HRTimeline
CARDIFF PARK ADVISORS, LLC253,984$5.77M0.55%+169,64413F-HRTimeline
Creekside Partners252,963$5.74M2.98%+169,51113F-HRTimeline
Robertson Stephens Wealth Management, L…252,855$5.74M0.2%+172,27113F-HRTimeline
Firestone Capital Management250,319$5.68M1.41%+177,27613F-HRTimeline
SeaCrest Wealth Management, LLC249,340$5.66M0.6%+166,46713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…247,245$5.61M0.02%+164,83013F-HRTimelineGroup
Wrenne Financial Planning LLC245,939$5.58M3.18%+169,86613F-HRTimeline
Red Door Wealth Management, LLC243,805$5.53M0.85%+162,38613F-HRTimeline
Brightwater Advisory LLC240,156$5.45M4.27%+153,45713F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…237,647$5.39M1.67%+158,97713F-HRTimeline
Mutual Advisors, LLC232,168$5.33M0.15%+5,26913F-HRTimeline
KCM INVESTMENT ADVISORS LLC232,835$5.29M0.18%+155,21413F-HRTimeline
Rappaport Reiches Capital Management, L…232,804$5.28M1.36%+157,75813F-HRTimeline
Pullen Investment Management, LLC231,021$5.24M3.41%+154,01413F-HRTimeline
BRIGHTON JONES LLC228,625$5.19M0.15%+211,16813F-HR/ATimeline
Whitener Capital Management, Inc.228,382$5.18M1.45%+146,05313F-HRTimeline
Strategic Financial Concepts, LLC228,222$5.18M0.99%+152,98713F-HR/ATimeline
Souders Financial Advisors227,906$5.17M0.72%+137,27613F-HRTimeline
Cassady Schiller Wealth Management, LLC226,960$5.15M1.89%+151,30613F-HRTimeline
Archer Investment Management, LLC220,800$5.01M3.09%13F-HRTimeline
Alpha Omega Wealth Management LLC220,643$5.01M0.95%+145,89213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP215,099$5.01M0.77%+142,07613F-HRTimeline
Successful Portfolios LLC218,809$4.97M3.32%+146,55013F-HRTimeline
Farnam Financial LLC218,111$4.95M5.18%+141,29013F-HRTimeline
LOWE BROCKENBROUGH & CO INC215,078$4.88M0.31%+142,77713F-HRTimeline
Diversified Portfolios, Inc.214,110$4.86M0.53%+142,74013F-HRTimeline
NYL Investors LLC213,000$4.84M0.44%+145,30013F-HRTimeline
Bawa N Mallick Trust212,190$4.82M2.11%13F-HRTimeline
Asset Dedication, LLC211,490$4.8M0.38%+149,60013F-HRTimeline
Private Advisor Group, LLC211,165$4.79M0.03%+139,28813F-HRTimeline
Parallel Advisors, LLC209,718$4.76M0.11%+139,92113F-HRTimeline
Seed Wealth Management, Inc.209,493$4.76M3.84%+139,66213F-HRTimeline
Chesapeake Wealth Management207,141$4.7M1.61%+138,53213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA198,841$4.69M0.22%+131,92613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management205,188$4.66M0.07%+149,73413F-HRTimelineGroup
ALTFEST L J & CO INC205,019$4.65M0.59%+135,72413F-HRTimeline
Beacon Pointe Advisors, LLC202,140$4.59M0.05%+126,31313F-HRTimeline
Pinnacle Family Advisors, LLC199,894$4.54M2.2%+137,71113F-HRTimeline
Benchmark Wealth Management, LLC199,659$4.53M2.23%+138,51713F-HRTimeline
Ausdal Financial Partners, Inc.197,989$4.49M0.39%+163,78213F-HRTimeline
Rosenberg Matthew Hamilton197,084$4.47M1.16%+130,66213F-HRTimeline
Venture Visionary Partners LLC196,899$4.47M0.19%+131,25413F-HR/ATimeline
Avant Capital LLC196,398$4.46M3.7%13F-HRTimeline
Opus Capital Group, LLC196,170$4.45M0.57%+130,38913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding193,570$4.39M+186,039Timeline
Silver Oak Advisory Group, Inc.188,403$4.28M2.26%+123,87713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …188,365$4.28M0.12%+122,46113F-HRTimelineGroup
Clear Point Advisors Inc.188,039$4.27M3.65%+125,13913F-HRTimeline
Compass Ion Advisors, LLC185,394$4.21M0.5%+124,11213F-HRTimeline
COZAD ASSET MANAGEMENT INC184,671$4.19M0.39%+123,11413F-HRTimeline
Farther Finance Advisors, LLC184,231$4.18M0.15%+144,29813F-HRTimeline
Integrated Wealth Concepts LLC182,304$4.14M0.05%+114,72213F-HRTimeline
Cordant, Inc.182,145$4.13M2.18%+120,06313F-HRTimeline
Crestwood Advisors Group, LLC179,063$4.06M0.08%+119,38113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.177,413$4.03M0.04%+125,73313F-HRTimelineGroup
Arax Advisory Partners176,665$4.01M0.25%+119,49413F-HRTimeline
QUADRANT CAPITAL GROUP LLC173,141$3.93M0.27%+93,85213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC172,882$3.92M0.22%+115,37913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC172,417$3.91M0.33%+115,79313F-HRTimeline
Cypress Point Wealth Management, LLC172,411$3.91M1.22%+106,29213F-HRTimeline
MBA Advisors LLC171,517$3.89M1.97%+115,59113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding170,422$3.87M-12,364Timeline
ATLAS CAPITAL ADVISORS INC.170,259$3.86M0.49%+114,24513F-HRTimeline
Aspire Capital Advisors LLC170,034$3.86M1.1%+108,49513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.169,664$3.85M1.67%+112,82213F-HRTimeline
Ironwood Wealth Management, LLC.168,046$3.81M1.18%+110,92513F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC167,615$3.8M0.95%+107,88813F-HRTimeline
TUDOR INVESTMENT CORP ET AL166,777$3.79M0.04%+64,06713F-HRTimeline
Avalon Advisory Group166,690$3.78M1.73%+111,05313F-HRTimeline
Redhawk Wealth Advisors, Inc.166,106$3.77M0.51%+112,15013F-HRTimeline
Granite Investment Partners, LLC166,022$3.77M0.16%+110,63513F-HRTimeline
Tortoise Investment Management, LLC165,378$3.75M0.4%+110,21613F-HR/ATimeline
RKL Wealth Management LLC162,680$3.69M0.33%+92,32313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC160,684$3.65M0.34%+106,54413F-HRTimeline
CRA Financial Services, LLC160,667$3.65M0.63%+107,64313F-HRTimeline
Axos Invest Inc.160,661$3.65M2.66%+84,68413F-HRTimeline
WealthCollab, LLC158,082$3.59M2.3%+104,87213F-HRTimeline
SIGNATUREFD, LLC157,815$3.58M0.07%+109,29913F-HRTimeline
Krilogy Financial LLC156,961$3.56M0.24%+101,82113F-HRTimeline
Leo Wealth, LLC153,416$3.48M0.31%+102,93413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC153,201$3.48M0.38%+77,48413F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV151,333$3.44M0.53%+93,26413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC148,894$3.39M0.01%+100,23113F-HRTimelineGroup
Pineridge Advisors LLC148,344$3.37M1.27%+100,11013F-HRTimeline
Wealth Group Ltd148,327$3.37M0.97%+97,06513F-HRTimeline
Game Plan Financial Advisors, LLC147,870$3.36M1.59%+96,61513F-HRTimeline
L. Roy Papp & Associates, LLP147,672$3.35M0.39%+100,73013F-HRTimeline
Seaside Wealth Management, Inc.147,465$3.35M1.23%+97,94713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC147,148$3.34M0.01%+146,38413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC147,126$3.34M<0.01%+98,46013F-HRTimelineGroup
Koshinski Asset Management, Inc.145,740$3.31M0.3%+86,80913F-HRTimeline
Aspiring Ventures, LLC141,821$3.29M2.08%13F-HRTimeline
RTD Financial Advisors, Inc.144,143$3.27M0.42%+96,09813F-HRTimeline
Topsail Wealth Management, LLC143,708$3.26M0.7%13F-HRTimeline
BCS Wealth Management140,688$3.19M0.79%new13F-HRTimeline
John W. Brooker & Co., CPAs140,670$3.19M1.38%+93,85313F-HRTimeline
Global Retirement Partners, LLC140,530$3.19M0.09%+93,56413F-HRTimeline
SageView Advisory Group, LLC139,589$3.17M0.14%+108,14813F-HRTimeline
Private Portfolio Partners LLC139,203$3.16M0.58%+93,13213F-HRTimeline
Cambridge Advisors Inc.138,267$3.14M0.7%+92,01613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC138,159$3.14M0.12%+95,58413F-HRTimeline
Csenge Advisory Group137,351$3.12M0.17%-4,84513F-HRTimeline
Independent Solutions Wealth Management…136,818$3.11M0.68%+86,09213F-HRTimeline
Sachetta, LLC136,190$3.09M1.22%+90,18813F-HRTimeline
CHB Investment Group, LLC135,798$3.08M1.67%+87,69913F-HRTimeline
REDW Wealth LLC133,858$3.04M1.05%+73,01113F-HRTimeline
Lokken Investment Group LLC133,220$3.02M1.31%+88,48613F-HRTimeline
DHJJ Financial Advisors, Ltd.132,488$3.01M1.17%+88,05613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC132,478$3.01M2.41%13F-HRTimeline
Cambridge Financial Group, LLC129,657$2.94M1.26%+85,50013F-HRTimeline
RVW Wealth, LLC128,781$2.92M0.27%+85,90013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD128,320$2.91M1.77%+85,39413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC128,279$2.91M0.12%+86,92913F-HRTimeline
Rialto Wealth Management, LLC127,946$2.9M0.96%13F-HRTimeline
Financial Designs Corp127,068$2.88M1.9%+82,95613F-HRTimeline
Prestige Wealth Management Group LLC126,478$2.87M0.6%+84,32413F-HR/ATimeline
SIGMA INVESTMENT COUNSELORS INC126,101$2.86M0.17%+83,54913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.125,493$2.85M0.34%+91,86713F-HRTimeline
IHT Wealth Management, LLC125,033$2.84M0.09%+55,43213F-HRTimeline
Cherry Tree Wealth Management, LLC123,549$2.8M0.69%+82,02713F-HRTimeline
TAP Consulting, LLC123,527$2.8M0.57%+81,94913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…123,169$2.8M0.56%+82,83113F-HRTimeline
MATHER GROUP, LLC.122,754$2.79M0.04%+81,23913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC122,372$2.78M0.3%+82,25913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…121,830$2.77M<0.01%+82,45313F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC121,705$2.76M1.17%+81,83013F-HRTimeline
FINANCIAL CONSULATE, INC121,581$2.76M0.73%+81,39113F-HRTimeline
Janney Montgomery Scott LLC121,323$2.75M0.01%+78,40213F-HRTimeline
Red Tortoise LLC120,713$2.74M1.44%+80,21113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.119,609$2.73M<0.01%+77,06013F-HRTimelineGroup
Independent Advisor Alliance120,318$2.73M0.04%+80,16413F-HRTimeline
Kohmann Bosshard Financial Services, LLC120,240$2.73M0.33%+79,50013F-HRTimeline
FAS Wealth Partners, Inc.118,284$2.69M0.23%+75,51813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC117,769$2.67M2.46%13F-HRTimeline
&PARTNERS115,182$2.64M0.03%+97,50513F-HRTimeline
SMITH, MOORE & CO.115,120$2.61M0.24%+75,72113F-HRTimeline
Wilkins Miller Wealth Management, LLC113,582$2.58M2.7%13F-HRTimeline
LINCOLN CAPITAL CORP113,498$2.58M1.06%+76,39113F-HRTimeline
One Capital Management, LLC113,042$2.57M0.08%+77,73313F-HRTimeline
Planned Solutions, Inc.111,897$2.54M1.04%+75,58913F-HRTimeline
EWG Elevate Inc.111,372$2.53M0.77%+72,15113F-HRTimeline
CHOREO, LLC83,942$2.53M0.04%+35,10513F-HRTimeline
EP Wealth Advisors, LLC111,214$2.52M0.02%+85,05413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC111,133$2.52M0.08%+70,59713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SILVER OAK SECURITIES, INCORPORATED110,529$2.52M0.23%+72,54313F-HRTimeline
Mason & Associates, LLC110,587$2.51M0.75%+73,03613F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC109,733$2.49M0.11%+73,15513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA109,652$2.49M0.01%+74,23413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC109,000$2.47M0.03%+72,67713F-HRTimeline
Boltwood Capital Management108,924$2.47M0.75%+71,25113F-HRTimeline
Wealthspire Retirement, LLC106,959$2.43M0.19%+70,96713F-HRTimeline
Financial Management Professionals, Inc.106,627$2.42M0.31%+68,99713F-HRTimeline
OPTIMA CAPITAL LLC106,545$2.42M1.67%13F-HRTimeline
Mayfair Advisory Group, LLC106,406$2.42M1.42%+76,41613F-HRTimeline
ELCO Management Co., LLC105,850$2.4M1.26%+81,50013F-HRTimeline
Values Added Financial LLC105,749$2.4M1.39%+70,04913F-HRTimeline
WEST PACES ADVISORS INC.105,543$2.4M0.58%+70,21213F-HRTimeline
Great Waters Wealth Management104,942$2.38M0.31%+69,22113F-HRTimeline
Elser Financial Planning, Inc104,897$2.38M0.17%+67,56013F-HRTimeline