Skip to content
Disclosery

SCHB SCHWAB STRATEGIC TR

Follow

SHS (fund)

1,168 managers (1,176 13F filers) reported a position in SCHB shares at 2025-03-31, 476,127,550 shares in all. 67 filers opened a position and 59 filers sold out during the quarter.

Managers
1,168
13F filers
1,176
New
67
Added
463
Reduced
430
Sold out
59
Shares held by filers
476,127,550

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MONETA GROUP INVESTMENT ADVISORS LLC360,151$7.75M0.11%-6,07113F-HRTimeline
ALLIANCEBERNSTEIN L.P.354,938$7.64M<0.01%+76,44113F-HRTimeline
Embree Financial Group350,568$7.55M1.26%-8,52613F-HRTimeline
MITCHELL SINKLER & STARR/PA346,950$7.47M2.09%+77513F-HRTimeline
Main Street Financial Solutions, LLC345,938$7.45M0.65%+17,83613F-HRTimeline
Joseph P. Lucia & Associates, LLC345,692$7.44M3.4%+8,45013F-HRTimeline
Almanack Investment Partners, LLC.345,531$7.44M1.47%-228,91713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management342,943$7.38M0.11%+137,75513F-HRTimelineGroup
Ellevest, Inc.341,969$7.36M0.49%-292,82713F-HRTimeline
FFT WEALTH MANAGEMENT LLC341,713$7.36M1.54%-107,15513F-HRTimeline
JMG Financial Group, Ltd.339,945$7.32M0.25%-2,39713F-HRTimeline
FAGAN ASSOCIATES, INC.332,696$7.16M1.19%+12,23013F-HRTimeline
Disciplined Investors, L.L.C.332,640$7.16M6.46%-4,46513F-HRTimeline
Curbstone Financial Management Corp328,884$7.08M1.49%+1,55013F-HRTimeline
Orcam Financial Group326,002$7.02M6.57%-2,90813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…324,576$6.99M2.49%-2,65613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC321,047$6.91M0.07%-24,84413F-HRTimeline
JFS WEALTH ADVISORS, LLC319,145$6.87M0.47%-97913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…317,378$6.83M2.06%+58613F-HRTimeline
NBZ Investment Advisors LLC315,471$6.79M3.93%-11,93913F-HRTimeline
NorthCoast Asset Management LLC308,543$6.64M0.03%-2,90413F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT306,223$6.59M0.82%-80,08713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC302,673$6.52M4.4%-49,06913F-HRTimeline
BLAIR WILLIAM & CO/IL299,674$6.45M0.02%+14,09913F-HRTimeline
CVA Family Office, LLC294,882$6.35M0.97%-3,81013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.294,394$6.34M4.37%+8,74713F-HRTimeline
Valmark Advisers, Inc.288,760$6.22M0.09%-3,61913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC285,968$6.07M0.03%+137,07413F-HRTimelineGroup
Atria Wealth Solutions, Inc.279,692$6.02M0.07%-6,79713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC279,642$6.02M0.01%+6,72613F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC277,118$5.97M3.34%-12,75413F-HRTimeline
Equita Financial Network, Inc.276,961$5.96M2.08%+2,90113F-HRTimeline
Destination Wealth Management272,995$5.88M0.19%-54,09913F-HRTimeline
Creekside Partners267,133$5.75M3.01%+14,17013F-HRTimeline
BALLAST ADVISORS LLC263,758$5.68M1.81%-8,56213F-HRTimeline
MAIRS & POWER INC261,246$5.62M0.06%013F-HRTimeline
Financial Engines Advisors L.L.C.261,035$5.62M0.01%-2,01313F-HRTimeline
Robertson Stephens Wealth Management, L…260,980$5.62M0.21%+8,12513F-HRTimeline
Wilson & Boucher Capital Management, LLC258,808$5.57M4.15%-24,32413F-HRTimeline
CARDIFF PARK ADVISORS, LLC257,457$5.54M0.54%+3,47313F-HRTimeline
PFG Advisors255,879$5.51M0.31%-68913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP253,821$5.46M<0.01%-12,17213F-HRTimelineGroup
Wrenne Financial Planning LLC253,460$5.46M2.9%+7,52113F-HRTimeline
Modern Wealth Management, LLC253,045$5.45M0.17%new13F-HR/ATimeline
Graver Capital Management, LLC252,507$5.44M5.54%-34,69813F-HRTimeline
Brightwater Advisory LLC252,195$5.43M4.29%+12,03913F-HR/ATimeline
Wade Financial Advisory, Inc250,830$5.4M1.85%-13,42813F-HRTimeline
Strategic Family Wealth Counselors, L.L…250,652$5.4M1.75%-6,06513F-HRTimeline
Firestone Capital Management250,233$5.39M1.41%-8613F-HRTimeline
ProVise Management Group, LLC248,529$5.35M0.45%-14,96913F-HRTimeline
Red Door Wealth Management, LLC247,347$5.33M0.79%+3,54213F-HRTimeline
Parallel Advisors, LLC245,483$5.29M0.12%+35,76513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…243,897$5.25M0.02%-3,34813F-HRTimelineGroup
ALTFEST L J & CO INC241,853$5.21M0.65%+36,83413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…240,670$5.18M1.59%+3,02313F-HRTimeline
SeaCrest Wealth Management, LLC238,844$5.14M0.58%-10,49613F-HRTimeline
Summit Financial, LLC237,448$5.11M0.14%+141,45513F-HRTimeline
Rappaport Reiches Capital Management, L…235,624$5.07M1.27%+2,82013F-HRTimeline
KCM INVESTMENT ADVISORS LLC232,874$5.01M0.18%+3913F-HRTimeline
Private Advisor Group, LLC230,890$4.97M0.03%+19,72513F-HRTimeline
Mutual Advisors, LLC233,482$4.95M0.14%+1,31413F-HRTimeline
Pullen Investment Management, LLC229,949$4.95M3.13%-1,07213F-HRTimeline
Hartmann Taylor Wealth Management, LLC227,679$4.9M4.39%13F-HRTimeline
Marcum Wealth, LLC227,420$4.9M0.42%new13F-HRTimeline
Seed Wealth Management, Inc.227,083$4.89M3.98%+17,59013F-HRTimeline
Strategic Financial Concepts, LLC226,427$4.87M0.91%-1,79513F-HRTimeline
Seaside Wealth Management, Inc.225,257$4.85M1.73%+77,79213F-HRTimeline
BRIGHTON JONES LLC222,662$4.79M0.15%-5,96313F-HRTimeline
Farnam Financial LLC219,385$4.72M4.79%+1,27413F-HRTimeline
Successful Portfolios LLC217,617$4.69M3.19%-1,19213F-HRTimeline
LOWE BROCKENBROUGH & CO INC215,853$4.65M0.31%+77513F-HRTimeline
Alpha Omega Wealth Management LLC215,103$4.63M0.89%-5,54013F-HRTimeline
Diversified Portfolios, Inc.214,110$4.61M0.48%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding213,287$4.59M+190,156Timeline
Bawa N Mallick Trust212,190$4.57M2.16%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP210,737$4.54M0.73%-4,36213F-HRTimeline
Whitener Capital Management, Inc.210,159$4.52M1.28%-18,22313F-HRTimeline
Chesapeake Wealth Management208,077$4.48M1.6%+93613F-HRTimeline
Pinnacle Family Advisors, LLC201,669$4.34M2.36%+1,77513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC200,258$4.31M0.12%+163,80613F-HRTimeline
Farther Finance Advisors, LLC199,472$4.31M0.11%+15,24113F-HRTimeline
Beacon Pointe Advisors, LLC199,640$4.3M0.05%-2,50013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA196,668$4.29M0.21%-2,17313F-HRTimeline
Benchmark Wealth Management, LLC197,174$4.25M2.05%-2,48513F-HRTimeline
Rosenberg Matthew Hamilton196,920$4.24M1.06%-16413F-HRTimeline
Venture Visionary Partners LLC196,818$4.24M0.18%-8113F-HRTimeline
Compass Ion Advisors, LLC196,541$4.23M0.5%+11,14713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.195,122$4.2M0.04%+17,70913F-HRTimelineGroup
Avant Capital LLC194,601$4.19M3.48%-1,79713F-HRTimeline
NYL Investors LLC192,400$4.14M0.27%-20,60013F-HRTimeline
Crestwood Advisors Group, LLC191,465$4.12M0.08%+12,40213F-HRTimeline
Clear Point Advisors Inc.187,742$4.04M3.63%-29713F-HRTimeline
Granite Investment Partners, LLC187,082$4.03M0.2%+21,06013F-HRTimeline
Integrated Wealth Concepts LLC186,210$4.01M0.05%+3,90613F-HRTimeline
Opus Capital Group, LLC185,092$3.98M0.51%-11,07813F-HRTimeline
COZAD ASSET MANAGEMENT INC184,089$3.96M0.4%-58213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …180,611$3.89M0.1%-7,75413F-HRTimelineGroup
CX Institutional180,537$3.89M0.15%+136,18913F-HRTimeline
Cordant, Inc.180,386$3.88M2.02%-1,75913F-HRTimeline
Arax Advisory Partners180,135$3.88M0.25%+3,47013F-HRTimeline
MBA Advisors LLC180,062$3.88M1.92%+8,54513F-HRTimeline
Archer Investment Management, LLC176,173$3.79M2.62%-44,62713F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…175,180$3.77M0.69%-107,08213F-HRTimelineGroup
Silver Oak Advisory Group, Inc.174,459$3.76M1.99%-13,94413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC174,387$3.75M1%+6,77213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC173,266$3.73M0.33%+84913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC172,740$3.72M0.22%-14213F-HRTimeline
Asset Allocation & Management Company, …169,986$3.66M1.85%+127,95613F-HRTimeline
Aspire Capital Advisors LLC167,689$3.61M1.08%-2,34513F-HRTimeline
One Capital Management, LLC166,862$3.59M0.12%+53,82013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.166,188$3.58M0.45%-4,07113F-HRTimeline
Axos Invest Inc.166,122$3.58M2.77%+5,46113F-HRTimeline
Ironwood Wealth Management, LLC.165,463$3.56M1.09%-2,58313F-HRTimeline
Cypress Point Wealth Management, LLC162,462$3.5M1.11%-9,94913F-HRTimeline
CRA Financial Services, LLC162,048$3.49M0.6%+1,38113F-HRTimeline
Aspiring Ventures, LLC160,764$3.47M1.96%+18,94313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC158,703$3.42M0.32%-1,98113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…158,267$3.41M0.01%+78,65413F-HRTimelineGroup
SIGNATUREFD, LLC155,566$3.35M0.06%-2,24913F-HRTimeline
WealthCollab, LLC155,290$3.34M2.07%-2,79213F-HRTimeline
Intrua Financial, LLC155,159$3.34M0.52%-339,57013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.153,990$3.32M1.5%-15,67413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC153,142$3.3M<0.01%+6,01613F-HRTimelineGroup
Tortoise Investment Management, LLC152,371$3.28M0.34%-13,00713F-HR/ATimeline
Krilogy Financial LLC150,839$3.25M0.21%-6,12213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.149,807$3.23M0.41%+24,31413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC149,532$3.22M0.12%+11,37313F-HRTimeline
Topsail Wealth Management, LLC148,841$3.2M0.65%+5,13313F-HRTimeline
Koshinski Asset Management, Inc.148,501$3.2M0.27%+2,76113F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV148,150$3.19M0.49%-3,18313F-HRTimeline
Wealth Group Ltd147,992$3.19M0.93%-33513F-HRTimeline
Game Plan Financial Advisors, LLC146,842$3.16M1.54%-1,02813F-HRTimeline
L. Roy Papp & Associates, LLP145,675$3.14M0.38%-1,99713F-HRTimeline
RKL Wealth Management LLC145,266$3.13M0.29%-17,41413F-HRTimeline
Independent Solutions Wealth Management…141,927$3.06M0.68%+5,10913F-HRTimeline
John W. Brooker & Co., CPAs141,269$3.04M1.26%+59913F-HRTimeline
Avalon Advisory Group140,625$3.03M1.43%-26,06513F-HRTimeline
Pineridge Advisors LLC140,486$3.02M1.18%-7,85813F-HRTimeline
SageView Advisory Group, LLC138,715$2.99M0.13%-87413F-HRTimeline
Cambridge Advisors Inc.138,603$2.98M0.65%+33613F-HRTimeline
RTD Financial Advisors, Inc.136,759$2.94M0.4%-7,38413F-HRTimeline
RVW Wealth, LLC135,798$2.92M0.28%+7,01713F-HRTimeline
Lokken Investment Group LLC132,595$2.85M1.2%-62513F-HRTimeline
Cambridge Financial Group, LLC132,026$2.84M1.21%+2,36913F-HRTimeline
QUADRANT CAPITAL GROUP LLC131,849$2.84M0.11%-41,29213F-HRTimeline
Financial Designs Corp131,769$2.84M1.98%+4,70113F-HRTimeline
Asset Dedication, LLC131,071$2.82M0.23%-80,41913F-HRTimeline
Csenge Advisory Group138,916$2.81M0.16%+1,56513F-HRTimeline
Sachetta, LLC130,500$2.81M1.15%-5,69013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC130,266$2.8M0.32%+7,89413F-HRTimeline
BCS Wealth Management129,802$2.79M0.72%-10,88613F-HRTimeline
CHB Investment Group, LLC129,028$2.78M1.48%-6,77013F-HRTimeline
J HAGAN CAPITAL, INC.121,917$2.77M2.25%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD128,317$2.76M1.66%-313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC126,732$2.73M0.01%-20,41613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.124,904$2.69M1.08%-7,58413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC124,618$2.68M0.11%-3,66113F-HRTimeline
IHT Wealth Management, LLC124,512$2.68M0.08%-52113F-HRTimeline
Rialto Wealth Management, LLC123,392$2.66M0.83%-4,55413F-HRTimeline
FINANCIAL CONSULATE, INC121,895$2.62M0.66%+31413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.136,915$2.62M0.01%+17,30613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…121,082$2.61M0.07%+27,56313F-HRTimeline
Cherry Tree Wealth Management, LLC120,777$2.6M0.63%-2,77213F-HRTimeline
ELCO Management Co., LLC120,390$2.59M1.43%+14,54013F-HRTimeline
Souders Financial Advisors120,220$2.59M0.36%-107,68613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp119,828$2.58M0.12%new13F-HRTimelineGroup
Janney Montgomery Scott LLC119,651$2.58M0.01%-1,67213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,874$2.56M<0.01%new13F-HRTimelineGroup
Planned Solutions, Inc.118,858$2.56M1.05%+6,96113F-HRTimeline
FAS Wealth Partners, Inc.118,616$2.55M0.21%+33213F-HRTimeline
Quantinno Capital Management LP118,464$2.55M0.02%+49,90413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC117,980$2.54M1.1%-3,72513F-HRTimeline
Wilkins Miller Wealth Management, LLC115,965$2.5M1.88%+2,38313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…114,832$2.47M<0.01%-6,99813F-HRTimelineGroup
SMITH, MOORE & CO.114,331$2.46M0.23%-78913F-HRTimeline
Redhawk Wealth Advisors, Inc.113,975$2.45M0.33%-52,13113F-HRTimeline
LINCOLN CAPITAL CORP113,689$2.45M1.02%+19113F-HRTimeline
IEQ CAPITAL, LLC113,377$2.44M0.02%+75,34513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC111,926$2.41M0.02%+7,87113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA111,091$2.39M0.01%+1,43913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC110,992$2.39M0.08%-14113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC110,791$2.39M0.29%-42,41013F-HRTimeline
EP Wealth Advisors, LLC109,691$2.36M0.02%-1,52313F-HRTimeline
RWA WEALTH PARTNERS, LLC109,572$2.36M0.03%+57213F-HRTimeline
Merit Financial Group, LLC109,064$2.35M0.04%new13F-HRTimeline
Mayfair Advisory Group, LLC107,188$2.31M1.33%+78213F-HRTimeline
Ausdal Financial Partners, Inc.107,037$2.3M0.17%-90,95213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC107,003$2.3M2.04%-10,76613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp106,534$2.29M<0.01%+12,53513F-HRTimelineGroup
Cross Staff Investments Inc106,442$2.29M1.73%+5,35613F-HRTimeline
WEST PACES ADVISORS INC.106,383$2.29M0.52%+84013F-HRTimeline
Boltwood Capital Management106,260$2.29M0.7%-2,66413F-HRTimeline
Kohmann Bosshard Financial Services, LLC106,240$2.29M0.27%-14,00013F-HRTimeline
Prestige Wealth Management Group LLC105,318$2.27M0.48%-21,16013F-HR/ATimeline
Mason & Associates, LLC104,963$2.26M0.65%-5,62413F-HRTimeline
Whitegate Investment Counselors, Inc.104,668$2.25M0.8%+19,30713F-HRTimeline
Elser Financial Planning, Inc104,627$2.25M3.12%-27013F-HRTimeline
Wealthspire Retirement, LLC104,572$2.25M0.18%-2,38713F-HRTimeline
Orion Porfolio Solutions, LLC104,477$2.25M0.02%+23,04613F-HRTimeline
Orion Portfolio Solutions, LLC104,477$2.25M0.02%+23,04613F-HR/ATimeline