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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,214 13F filers) reported a position in SCHB shares at 2025-09-30, 470,243,597 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.

Managers
1,205
13F filers
1,214
New
67
Added
484
Reduced
451
Sold out
48
Shares held by filers
470,243,597

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wrenne Financial Planning LLC375,640$9.66M4.13%+11,56813F-HRTimeline
Summit Financial, LLC365,907$9.41M0.14%-55,12513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP362,032$9.31M<0.01%+17,68913F-HRTimelineGroup
FAGAN ASSOCIATES, INC.357,524$9.19M1.27%+15,72513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…357,428$9.19M0.02%+3,31613F-HRTimelineGroup
Rockbridge Investment Management, LCC354,444$9.11M0.9%-4,89813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management347,771$8.94M0.11%+5,43413F-HRTimelineGroup
Cresset Asset Management, LLC345,299$8.88M0.04%-2,20313F-HR/ATimeline
Disciplined Investors, L.L.C.334,741$8.61M6.13%+2,92313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…331,377$8.52M2.36%+13,89213F-HRTimeline
Main Street Financial Solutions, LLC330,767$8.5M0.55%+10,17613F-HRTimeline
MITCHELL SINKLER & STARR/PA327,595$8.42M3.79%013F-HRTimeline
Brightwater Advisory LLC327,186$8.41M5.78%-15,01513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…326,834$8.4M2.46%-4,87513F-HRTimeline
Orcam Financial Group326,371$8.39M6.78%-53013F-HRTimeline
Joseph P. Lucia & Associates, LLC325,418$8.37M3.16%-1,93213F-HRTimeline
Prosperitas Financial LLC324,358$8.34M3.46%-192,85813F-HRTimeline
JMG Financial Group, Ltd.324,285$8.34M0.24%-8,60613F-HRTimeline
Embree Financial Group322,009$8.28M1.11%-23,52013F-HRTimeline
Private Advisor Group, LLC321,764$8.27M0.04%+79,90313F-HRTimeline
RHS Financial, LLC314,458$8.08M4.19%-7,27913F-HRTimeline
Sharkey, Howes & Javer314,212$8.08M1.04%-9,68713F-HRTimeline
NBZ Investment Advisors LLC313,239$8.05M4.22%-47613F-HRTimeline
BLAIR WILLIAM & CO/IL311,890$8.02M0.02%+14,66413F-HRTimeline
PINKERTON WEALTH, LLC309,899$7.97M0.86%+272,13113F-HRTimeline
Curbstone Financial Management Corp308,184$7.92M1.52%-17,45013F-HRTimeline
Creekside Partners304,699$7.83M3.45%+6,61313F-HRTimeline
CVA Family Office, LLC303,872$7.81M1.01%+1713F-HRTimeline
JFS WEALTH ADVISORS, LLC298,652$7.68M0.45%+48113F-HRTimeline
BRIGHTON JONES LLC297,252$7.64M0.18%+71,73813F-HRTimeline
Valmark Advisers, Inc.289,055$7.43M0.1%-1,85613F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.288,578$7.42M5.07%-3,71813F-HRTimeline
Red Door Wealth Management, LLC287,423$7.39M0.78%+42,53913F-HRTimeline
Strategic Financial Concepts, LLC284,781$7.32M1.06%+72,31913F-HRTimeline
Mutual Advisors, LLC280,869$7.28M0.16%+6,24213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT278,850$7.17M0.81%-23,34013F-HRTimeline
Equita Financial Network, Inc.268,398$6.9M2.33%-1,31413F-HRTimeline
BALLAST ADVISORS LLC266,353$6.85M1.89%+9,07813F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC264,854$6.81M3.92%+7,66913F-HRTimeline
CARDIFF PARK ADVISORS, LLC263,929$6.79M0.52%+2,63613F-HRTimeline
MAIRS & POWER INC261,246$6.72M0.06%013F-HRTimeline
Wilson & Boucher Capital Management, LLC259,904$6.68M4.39%-3,53913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC256,272$6.59M3.2%-13,10013F-HRTimeline
Firestone Capital Management254,350$6.54M1.41%+8,00713F-HRTimeline
Ellevest, Inc.252,455$6.49M0.93%-5,41613F-HRTimeline
Seaside Wealth Management, Inc.252,400$6.49M1.93%+9,16113F-HRTimeline
Destination Wealth Management251,035$6.45M0.18%-17,49213F-HRTimeline
Parallel Advisors, LLC249,352$6.41M0.12%-1,01613F-HRTimeline
Graver Capital Management, LLC247,883$6.37M5.37%-12,12613F-HRTimeline
Strategic Family Wealth Counselors, L.L…247,046$6.35M1.63%-3,19213F-HRTimeline
SeaCrest Wealth Management, LLC242,270$6.29M0.66%+1,10413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…243,897$6.27M0.02%013F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding242,137$6.23M+19,024Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…240,670$6.19M1.52%+69313F-HRTimeline
ProVise Management Group, LLC238,163$6.12M0.45%-8,34313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding237,299$6.1M-10,185Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.235,306$6.05M0.04%+5,33213F-HRTimelineGroup
Financial Engines Advisors L.L.C.234,062$6.02M0.01%+1,08813F-HRTimeline
Savvy Advisors, Inc.233,691$6.01M0.28%+8,28113F-HRTimeline
KCM INVESTMENT ADVISORS LLC232,950$5.99M0.19%+3813F-HRTimeline
One Charles Private Wealth Services, LLC230,943$5.94M1.56%+2,71613F-HRTimeline
Asset Allocation & Management Company, …230,624$5.93M2.5%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP230,552$5.93M0.84%+23,67213F-HRTimeline
ALTFEST L J & CO INC228,377$5.87M0.66%-14013F-HRTimeline
Hartmann Taylor Wealth Management, LLC228,179$5.87M4.21%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…225,116$5.79M0.12%+105,11613F-HRTimeline
Diversified Portfolios, Inc.215,457$5.54M0.49%+95513F-HRTimeline
Bawa N Mallick Trust212,190$5.46M2.06%013F-HRTimeline
Successful Portfolios LLC211,942$5.45M3.18%+1,21813F-HRTimeline
Summit Trail Advisors, LLC210,586$5.41M0.07%-2,00713F-HRTimeline
Cordant, Inc.209,698$5.39M2.43%-85413F-HRTimeline
Midwestern Financial, LLC /IA208,456$5.36M4.6%-41,52013F-HRTimeline
Seed Wealth Management, Inc.208,063$5.35M3.69%-18,52013F-HRTimeline
Integrated Wealth Concepts LLC205,067$5.27M0.05%+55713F-HRTimeline
Pullen Investment Management, LLC201,522$5.18M2.81%+213F-HRTimeline
NYL Investors LLC200,066$5.14M1.69%+15913F-HRTimeline
Maridea Wealth Management LLC198,335$5.14M0.8%-5,19713F-HRTimeline
Venture Visionary Partners LLC197,049$5.07M0.17%+14413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA195,872$5.04M0.21%-1,25613F-HRTimeline
Alpha Omega Wealth Management LLC195,768$5.03M0.84%-15,15013F-HR/ATimeline
Chesapeake Wealth Management195,348$5.02M1.53%-7,33913F-HRTimeline
Farnam Financial LLC194,708$5.01M3.89%-9,45213F-HRTimeline
IEQ CAPITAL, LLC193,932$4.99M0.02%+73,11313F-HRTimeline
Whitener Capital Management, Inc.193,856$4.98M1.19%-5,46013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC193,665$4.98M1.27%-9,51213F-HRTimelineGroup
Crestwood Advisors Group, LLC192,615$4.95M0.08%+1,23313F-HRTimeline
Avant Capital LLC191,408$4.92M3.46%-2,21113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC190,773$4.9M0.1%-9,07313F-HRTimeline
Cambridge Financial Group, LLC190,393$4.89M1.58%+51113F-HRTimeline
Compass Ion Advisors, LLC189,418$4.87M0.47%-3,62413F-HRTimeline
Joule Financial, LLC187,757$4.83M1.45%-2,03013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT187,750$4.83M0.09%-14,34513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.185,583$4.77M0.52%+24,48213F-HRTimeline
Granite Investment Partners, LLC184,918$4.75M0.27%013F-HRTimeline
Aspiring Ventures, LLC184,809$4.75M1.68%+19,68513F-HRTimeline
COZAD ASSET MANAGEMENT INC184,089$4.73M0.38%013F-HRTimeline
MBA Advisors LLC183,417$4.72M2.01%-3,56513F-HRTimeline
Clear Point Advisors Inc.182,729$4.7M3.65%-2,11913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …179,023$4.6M0.1%-53713F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC176,637$4.54M1%-2,21013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC172,248$4.43M0.22%-40113F-HRTimeline
Long Island Wealth Management, Inc.170,328$4.38M2.13%+16513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC169,749$4.36M0.33%+55213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC168,588$4.33M0.14%+6,38413F-HRTimeline
ELCO Management Co., LLC168,506$4.33M2.26%+23,15013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP167,274$4.3M0.16%new13F-HRTimeline
Opus Capital Group, LLC164,771$4.24M0.48%+1,56913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\162,486$4.18M<0.01%+47,18213F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV161,982$4.16M0.53%-5,40613F-HRTimeline
Mill Creek Capital Advisors, LLC161,814$4.16M0.09%013F-HRTimeline
Merit Financial Group, LLC161,679$4.16M0.04%-4,24213F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC160,901$4.14M0.32%+2,24913F-HRTimeline
Aspire Capital Advisors LLC160,337$4.12M1.02%-1,60013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC158,700$4.08M<0.01%-57013F-HRTimelineGroup
Silver Oak Advisory Group, Inc.158,704$4.08M1.85%-5,24113F-HRTimeline
CRA Financial Services, LLC158,258$4.07M0.56%-7,71813F-HRTimeline
Avalon Advisory Group157,915$4.06M1.65%-1,11813F-HRTimeline
SIGNATUREFD, LLC157,460$4.05M0.06%+1,91913F-HRTimeline
Milestones Private Investment Advisors …156,588$4.03M2.75%+4,72413F-HRTimeline
Rosenberg Matthew Hamilton156,548$4.02M0.87%-1,27513F-HRTimeline
Tortoise Investment Management, LLC154,556$3.97M0.35%+25513F-HRTimeline
WealthCollab, LLC152,217$3.91M1.8%+2313F-HRTimeline
PFG Advisors151,317$3.89M0.16%new13F-HRTimeline
Cypress Point Wealth Management, LLC150,524$3.87M0.78%-12,62813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC150,008$3.86M2.67%+34,01313F-HRTimeline
Orion Porfolio Solutions, LLC149,208$3.84M0.03%+32,12713F-HRTimeline
Brio Consultants, LLC149,181$3.84M0.53%+96113F-HRTimeline
Independent Solutions Wealth Management…148,447$3.82M0.68%+85313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC148,048$3.81M0.2%+3,29113F-HRTimeline
Koshinski Asset Management, Inc.144,790$3.72M0.25%+63413F-HRTimeline
L. Roy Papp & Associates, LLP144,624$3.72M0.42%-1,43713F-HRTimeline
Global Retirement Partners, LLC144,226$3.71M0.08%+14,56913F-HRTimeline
LOWE BROCKENBROUGH & CO INC143,090$3.68M0.19%-33,23813F-HRTimeline
Game Plan Financial Advisors, LLC142,706$3.67M1.52%-6,19113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.142,222$3.66M1.46%-2,13813F-HRTimeline
BCS Wealth Management141,141$3.63M0.82%+11,69113F-HRTimeline
Archer Investment Management, LLC139,574$3.59M2.2%-8,99213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC139,319$3.58M0.01%+2,42813F-HRTimelineGroup
Belpointe Asset Management LLC138,864$3.57M0.14%+70,20313F-HRTimeline
Pineridge Advisors LLC137,768$3.54M1.01%-2,52313F-HRTimeline
Cambridge Advisors Inc.136,693$3.51M0.69%-35013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC135,412$3.48M0.1%+26,24013F-HRTimeline
RVW Wealth, LLC135,286$3.48M0.27%+7013F-HRTimeline
Lokken Investment Group LLC132,604$3.41M1.17%+413F-HRTimeline
Krilogy Financial LLC130,316$3.4M0.13%-19,52013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC130,937$3.37M0.33%+3,02513F-HRTimeline
Sachetta, LLC130,208$3.35M1.25%+31113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.129,375$3.33M0.01%+11,45613F-HRTimelineGroup
Asset Dedication, LLC128,905$3.31M0.22%-6,69113F-HRTimeline
CHOREO, LLC128,664$3.31M0.04%-30813F-HRTimeline
Intrua Financial, LLC128,399$3.3M0.39%-3,04213F-HRTimeline
Axos Invest Inc.127,576$3.28M2.46%-31,85113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD127,413$3.28M1.58%+913F-HRTimeline
SMITH, MOORE & CO.127,320$3.27M0.25%+92313F-HRTimeline
Thrive Wealth Management, LLC127,295$3.27M0.49%+5,98513F-HRTimeline
Wilkins Miller Wealth Management, LLC126,217$3.25M2.01%+2,40313F-HRTimeline
RTD Financial Advisors, Inc.125,830$3.24M0.39%-9,96913F-HRTimeline
Financial Designs Corp123,076$3.23M1.87%-8,60013F-HRTimeline
FAS Wealth Partners, Inc.124,303$3.2M0.22%+2,42913F-HRTimeline
WEST PACES ADVISORS INC.123,028$3.16M0.63%-3,08013F-HRTimeline
DHJJ Financial Advisors, Ltd.122,956$3.16M1.07%+4,99513F-HRTimeline
Wealth Group Ltd120,799$3.11M0.72%-16,99213F-HRTimeline
Topsail Wealth Management, LLC120,563$3.1M0.52%+17313F-HRTimeline
FINANCIAL CONSULATE, INC120,210$3.09M0.44%+2,87613F-HRTimeline
Rialto Wealth Management, LLC119,814$3.08M0.79%-1,56313F-HRTimeline
Planned Solutions, Inc.119,538$3.07M1.07%+1,54213F-HRTimeline
SageView Advisory Group, LLC119,408$3.07M0.11%-7,96613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC117,812$3.03M1.09%+713F-HR/ATimeline
Triangle Securities Wealth Management117,174$3.01M0.68%+43113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MISSION WEALTH MANAGEMENT, LP116,417$2.99M0.06%+71,54213F-HRTimeline
Cherry Tree Wealth Management, LLC116,246$2.99M0.66%-5,31313F-HRTimeline
Skyline Advisors, Inc.116,060$2.98M1.03%+5413F-HRTimeline
Janney Montgomery Scott LLC115,107$2.96M0.01%-13,44113F-HRTimeline
Mayfair Advisory Group, LLC114,978$2.96M1.27%+1,62413F-HRTimeline
TUDOR INVESTMENT CORP ET AL114,279$2.94M0.02%-90,51413F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC112,303$2.89M0.02%+2,90013F-HRTimeline
LINCOLN CAPITAL CORP111,853$2.88M1.03%-2,11613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA111,605$2.87M0.01%+2,86613F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC111,544$2.87M0.1%-8,48913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC111,537$2.87M2.16%-4,81713F-HRTimeline
Cross Staff Investments Inc111,515$2.87M2%+3,99613F-HRTimeline
Laird Norton Wetherby Wealth Management…110,506$2.84M0.12%+1,26213F-HRTimeline
Penney Financial, LLC110,248$2.83M1.27%+6,00013F-HRTimeline
Robertson Stephens Wealth Management, L…110,027$2.83M0.09%-128,27013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…108,365$2.79M<0.01%+59313F-HRTimelineGroup
Ausdal Financial Partners, Inc.107,991$2.78M0.14%-1,39813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/107,947$2.78M<0.01%+89713F-HRTimelineGroup
Gleason Group, Inc.106,959$2.75M0.28%+2,91813F-HRTimeline
Elser Financial Planning, Inc105,347$2.72M3.28%-2,97813F-HRTimeline
Boltwood Capital Management105,750$2.72M0.72%-3,21513F-HRTimeline
Ironwood Wealth Management, LLC.105,270$2.71M0.91%-16,33613F-HRTimeline
Whitegate Investment Counselors, Inc.105,107$2.7M0.89%+94813F-HRTimeline
YHB Investment Advisors, Inc.105,018$2.7M0.2%+5,53613F-HRTimeline
RWA WEALTH PARTNERS, LLC104,571$2.69M0.03%+7,69613F-HRTimeline
Medallion Wealth Advisors, LLC103,986$2.67M0.95%+10,21013F-HRTimeline
Jackson Hole Capital Partners, LLC103,431$2.66M0.45%+713F-HRTimeline
waypoint wealth counsel102,487$2.63M1.04%+2,45713F-HRTimeline
Red Tortoise LLC101,989$2.62M1.15%+11813F-HRTimeline
Values Added Financial LLC101,801$2.62M1.16%-20413F-HRTimeline
Noble Family Wealth, LLC101,728$2.62M0.58%+27,42113F-HRTimeline