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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,307 managers (1,317 13F filers) reported a position in SCHB shares at 2025-12-31, 478,349,293 shares in all. 72 filers opened a position and 37 filers sold out during the quarter.

Managers
1,307
13F filers
1,317
New
72
Added
485
Reduced
472
Sold out
37
Shares held by filers
478,349,293

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FFT WEALTH MANAGEMENT LLC373,641$9.8M1.87%-10,84813F-HRTimeline
Elm Partners Management LLC373,205$9.79M0.36%-176,76313F-HR/ATimeline
Madison Wealth Partners, Inc369,116$9.68M1.77%-161,00813F-HRTimeline
Summit Financial, LLC360,345$9.45M0.14%-5,56213F-HRTimeline
Cresset Asset Management, LLC360,108$9.45M0.04%+14,80913F-HRTimeline
FAGAN ASSOCIATES, INC.356,585$9.35M1.25%-93913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…352,073$9.23M0.02%-5,35513F-HR/ATimelineGroup
Rockbridge Investment Management, LCC346,819$9.1M0.85%-7,62513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC345,914$9.07M0.01%-554,09613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management343,307$9M0.1%-4,46413F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…337,829$8.86M2.37%+6,45213F-HRTimeline
Private Advisor Group, LLC337,418$8.85M0.04%+15,65413F-HRTimeline
Disciplined Investors, L.L.C.334,650$8.78M5.76%-9113F-HRTimeline
Prosperitas Financial LLC334,170$8.77M3.42%+9,81213F-HRTimeline
Joseph P. Lucia & Associates, LLC328,243$8.61M3.11%+2,82513F-HRTimeline
MITCHELL SINKLER & STARR/PA327,595$8.59M3.88%013F-HRTimeline
Carnegie Investment Counsel326,752$8.57M0.16%+279,33113F-HRTimeline
Orcam Financial Group326,475$8.56M6.42%+10413F-HRTimeline
Brightwater Advisory LLC326,449$8.56M5.79%-73713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…326,360$8.56M2.49%-47413F-HRTimeline
NBZ Investment Advisors LLC312,531$8.2M3.58%-70813F-HRTimeline
CFG Wealth Management Services, Inc.311,268$8.16M7.45%13F-HRTimeline
Creekside Partners310,314$8.14M3.44%+5,61513F-HRTimeline
Embree Financial Group306,562$8.04M0.99%-15,44713F-HRTimeline
BRIGHTON JONES LLC304,302$7.98M0.29%+7,05013F-HRTimeline
Curbstone Financial Management Corp303,352$7.96M1.52%-4,83213F-HRTimeline
PINKERTON WEALTH, LLC300,635$7.89M0.81%-9,26413F-HRTimeline
CVA Family Office, LLC300,632$7.89M0.91%-3,24013F-HRTimeline
JFS WEALTH ADVISORS, LLC299,267$7.85M0.44%+61513F-HRTimeline
Sharkey, Howes & Javer298,274$7.82M0.99%-15,93813F-HRTimeline
JMG Financial Group, Ltd.296,375$7.77M0.22%-27,91013F-HRTimeline
Equita Financial Network, Inc.293,624$7.7M2.32%+25,22613F-HRTimeline
RHS Financial, LLC291,481$7.65M3.73%-22,97713F-HRTimeline
Red Door Wealth Management, LLC287,087$7.53M0.78%-33613F-HRTimeline
Valmark Advisers, Inc.285,082$7.48M0.09%-3,97313F-HRTimeline
RCW Management, LLC284,548$7.46M7.54%13F-HRTimeline
Mutual Advisors, LLC283,828$7.44M0.16%+2,95913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT277,219$7.27M0.8%-1,63113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.272,842$7.16M<0.01%+194,01213F-HRTimelineGroup
BCS Wealth Management269,882$7.08M0.71%+128,74113F-HRTimeline
CARDIFF PARK ADVISORS, LLC267,490$7.02M0.58%+3,56113F-HRTimeline
BALLAST ADVISORS LLC265,637$6.97M1.92%-71613F-HRTimeline
Wilson & Boucher Capital Management, LLC261,304$6.85M4.5%+1,40013F-HRTimeline
MAIRS & POWER INC261,246$6.85M0.07%013F-HRTimeline
Ellevest, Inc.259,636$6.81M0.94%+7,18113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding257,087$6.74M+14,950Timeline
Graver Capital Management, LLC253,409$6.65M5.25%+5,52613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC251,998$6.61M3.08%-4,27413F-HRTimeline
Parallel Advisors, LLC251,988$6.61M0.12%+2,63613F-HRTimeline
ProVise Management Group, LLC248,059$6.51M0.46%+9,89613F-HRTimeline
Strategic Family Wealth Counselors, L.L…246,129$6.45M1.45%-91713F-HRTimeline
Seaside Wealth Management, Inc.245,849$6.45M1.84%-6,55113F-HRTimeline
True Freedom Investing, LLC244,264$6.41M0.44%new13F-HRTimeline
Joule Financial, LLC241,297$6.33M1.9%+53,54013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…241,223$6.33M0.02%-2,67413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.241,099$6.32M0.04%+5,79313F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…240,675$6.31M1.49%+513F-HRTimeline
Asset Allocation & Management Company, …240,256$6.3M2.51%+9,63213F-HRTimeline
Clark Asset Management, LLC239,110$6.27M0.65%+185,85313F-HRTimeline
Firestone Capital Management238,515$6.26M1.33%-15,83513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding235,174$6.17M-2,125Timeline
Financial Engines Advisors L.L.C.233,558$6.13M0.01%-50413F-HRTimeline
KCM INVESTMENT ADVISORS LLC232,990$6.11M0.2%+4013F-HRTimeline
Asset Advisory Group, Inc.231,540$6.07M3.03%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP229,880$6.03M0.82%-67213F-HRTimeline
Hartmann Taylor Wealth Management, LLC228,179$5.99M4.04%013F-HRTimeline
Successful Portfolios LLC222,874$5.97M3.04%+10,93213F-HRTimeline
Savvy Advisors, Inc.227,410$5.96M0.19%-6,28113F-HRTimeline
One Charles Private Wealth Services, LLC225,062$5.9M1.53%-5,88113F-HRTimeline
ALTFEST L J & CO INC223,610$5.87M0.64%-4,76713F-HRTimeline
Empirical Financial Services, LLC d.b.a…223,489$5.86M0.11%-1,62713F-HRTimeline
Main Street Financial Solutions, LLC217,479$5.7M0.43%-113,28813F-HRTimeline
Diversified Portfolios, Inc.214,697$5.63M0.47%-76013F-HRTimeline
Bawa N Mallick Trust212,190$5.57M2.07%013F-HRTimeline
Cordant, Inc.207,187$5.43M2.28%-2,51113F-HRTimeline
BLAIR WILLIAM & CO/IL205,511$5.39M0.01%-106,37913F-HRTimeline
SeaCrest Wealth Management, LLC201,657$5.37M0.54%-40,61313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.204,150$5.35M0.58%+18,56713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA199,576$5.23M0.23%+3,70413F-HRTimeline
NYL Investors LLC199,564$5.23M1.78%-50213F-HRTimeline
Seed Wealth Management, Inc.199,343$5.23M3.61%-8,72013F-HRTimeline
ELCO Management Co., LLC198,875$5.22M3.29%+30,36913F-HRTimeline
Aspiring Ventures, LLC198,475$5.21M1.84%+13,66613F-HRTimeline
Unify Financial Advisors197,362$5.18M5.39%13F-HRTimeline
IEQ CAPITAL, LLC197,006$5.17M0.02%+3,07413F-HRTimeline
Chesapeake Wealth Management194,182$5.09M1.52%-1,16613F-HRTimeline
Whitener Capital Management, Inc.193,250$5.07M1.15%-60613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC192,702$5.05M0.16%+24,11413F-HRTimeline
Crestwood Advisors Group, LLC192,604$5.05M0.08%-1113F-HRTimeline
TUDOR INVESTMENT CORP ET AL192,589$5.05M0.03%+78,31013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …192,190$5.04M0.1%+13,16713F-HRTimelineGroup
Farnam Financial LLC191,830$5.03M3.79%-2,87813F-HRTimeline
Alpha Omega Wealth Management LLC191,386$5.02M0.83%-4,38213F-HRTimeline
Venture Visionary Partners LLC191,269$5.02M0.16%-5,78013F-HRTimeline
Maridea Wealth Management LLC191,125$5.01M0.75%-7,21013F-HRTimeline
Independent Advisor Alliance190,382$4.99M0.12%+137,91413F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC190,378$4.99M1.3%-3,28713F-HRTimelineGroup
Compass Ion Advisors, LLC189,661$4.97M0.47%+24313F-HRTimeline
Avant Capital LLC189,560$4.97M3.41%-1,84813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\186,512$4.89M0.01%+24,02613F-HRTimelineGroup
MBA Advisors LLC186,252$4.89M1.97%+2,83513F-HRTimeline
Midwestern Financial, LLC /IA185,988$4.88M4.04%-22,46813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT185,971$4.88M0.09%-1,77913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC184,836$4.85M1.05%+8,19913F-HRTimeline
Granite Investment Partners, LLC184,793$4.85M0.29%-12513F-HRTimeline
Arax Advisory Partners183,570$4.82M0.14%-3,866,49813F-HRTimeline
Clear Point Advisors Inc.179,287$4.7M3.65%-3,44213F-HRTimeline
COZAD ASSET MANAGEMENT INC179,229$4.7M0.36%-4,86013F-HRTimeline
Leo Wealth, LLC178,996$4.7M0.34%+169,16113F-HRTimeline
Cambridge Financial Group, LLC190,350$4.63M1.61%-4313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC175,459$4.6M0.08%-15,31413F-HR/ATimeline
Amicus Financial Advisors, LLC175,402$4.6M1.28%13F-HRTimeline
Pullen Investment Management, LLC175,243$4.6M2.42%-26,27913F-HRTimeline
Pacific Park Financial, Inc.173,228$4.54M2.84%13F-HRTimeline
Brio Consultants, LLC170,756$4.48M0.58%+21,57513F-HRTimeline
Long Island Wealth Management, Inc.170,407$4.47M2.11%+7913F-HRTimeline
KLINGENSTEIN FIELDS & CO LP167,361$4.39M0.16%+8713F-HRTimeline
Opus Capital Group, LLC164,781$4.32M0.47%+1013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC163,948$4.3M0.21%-8,30013F-HRTimeline
CRA Financial Services, LLC163,378$4.29M0.56%+5,12013F-HRTimeline
Orion Porfolio Solutions, LLC162,046$4.25M0.03%+12,83813F-HRTimeline
Mill Creek Capital Advisors, LLC161,959$4.25M0.09%+14513F-HRTimeline
Aspire Capital Advisors LLC161,216$4.23M0.99%+87913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC160,735$4.22M0.32%-16613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV159,117$4.17M0.53%-2,86513F-HRTimeline
SIGNATUREFD, LLC158,664$4.16M0.06%+1,20413F-HRTimeline
Avalon Advisory Group157,809$4.14M1.69%-10613F-HRTimeline
Rosenberg Matthew Hamilton155,413$4.08M0.84%-1,13513F-HRTimeline
Belpointe Asset Management LLC154,919$4.06M0.15%+16,05513F-HRTimeline
Milestones Private Investment Advisors …154,186$4.04M2.78%-2,40213F-HRTimeline
Silver Oak Advisory Group, Inc.153,034$4.01M1.81%-5,67013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC153,008$4.01M2.73%+3,00013F-HRTimeline
Merit Financial Group, LLC152,060$3.99M0.03%-9,61913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC151,153$3.96M2.33%-113,70113F-HRTimeline
Dakota Wealth Management151,000$3.96M0.07%+132,36713F-HR/ATimeline
WealthCollab, LLC150,901$3.96M1.62%-1,31613F-HRTimeline
EP Wealth Advisors, LLC150,381$3.94M0.02%13F-HRTimeline
Tortoise Investment Management, LLC149,926$3.93M0.35%-4,63013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.146,333$3.84M0.43%13F-HRTimeline
Independent Solutions Wealth Management…145,003$3.8M0.7%-3,44413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC143,700$3.77M0.01%+133,80013F-HRTimeline
Thrive Wealth Management, LLC143,272$3.76M0.55%+15,97713F-HRTimeline
L. Roy Papp & Associates, LLP142,359$3.73M0.41%-2,26513F-HRTimeline
Game Plan Financial Advisors, LLC141,395$3.71M1.49%-1,31113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC140,181$3.68M0.01%+86213F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC140,158$3.68M0.19%-7,89013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.139,702$3.66M1.44%-2,52013F-HRTimeline
Daybright Advisory Services, Inc.139,572$3.66M0.98%13F-HRTimeline
Koshinski Asset Management, Inc.138,159$3.62M0.23%-6,63113F-HRTimeline
LOWE BROCKENBROUGH & CO INC137,579$3.61M0.18%-5,51113F-HRTimeline
Cypress Point Wealth Management, LLC137,572$3.61M0.79%-12,95213F-HRTimeline
Archer Investment Management, LLC136,408$3.58M1.92%-3,16613F-HRTimeline
Cambridge Advisors Inc.136,293$3.57M0.68%-40013F-HRTimeline
SMITH, MOORE & CO.136,116$3.57M0.27%+8,79613F-HRTimeline
RVW Wealth, LLC135,862$3.56M0.27%+57613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC135,559$3.56M0.34%+4,62213F-HRTimeline
PFG Advisors135,556$3.56M0.17%-15,76113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC135,299$3.55M0.1%-11313F-HRTimeline
Flatrock Wealth Partners LLC135,214$3.55M1.7%13F-HR/ATimeline
Krilogy Financial LLC131,540$3.52M0.12%+1,22413F-HRTimeline
Global Retirement Partners, LLC133,214$3.49M0.06%-11,01213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC131,936$3.46M0.26%-37,81313F-HRTimeline
CHOREO, LLC130,796$3.46M0.04%+2,13213F-HRTimeline
Chesley Taft & Associates LLC130,321$3.42M0.13%+60,71513F-HRTimeline
CX Institutional128,144$3.36M0.1%+33,45713F-HRTimeline
Selby Wealth Management, LLC127,871$3.35M1.35%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD127,406$3.34M1.58%-713F-HRTimeline
SageView Advisory Group, LLC127,348$3.34M0.11%+7,94013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…126,339$3.31M<0.01%+17,97413F-HRTimelineGroup
Intrua Financial, LLC125,542$3.29M0.36%-2,85713F-HRTimeline
Asset Dedication, LLC125,424$3.29M0.22%-3,48113F-HRTimeline
Planned Solutions, Inc.124,578$3.27M1.06%+5,04013F-HRTimeline
Cross Staff Investments Inc123,536$3.24M1.78%+12,02113F-HRTimeline
Sachetta, LLC122,155$3.2M1.75%-8,05313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/121,300$3.18M<0.01%+13,35313F-HRTimelineGroup
WEST PACES ADVISORS INC.121,263$3.18M0.62%-1,76513F-HRTimeline
Rialto Wealth Management, LLC120,750$3.17M0.76%+93613F-HRTimeline
Topsail Wealth Management, LLC120,749$3.17M0.46%+18613F-HRTimeline
Triangle Securities Wealth Management120,576$3.16M0.67%+3,40213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Whitegate Investment Counselors, Inc.120,424$3.16M0.99%+15,31713F-HRTimeline
RTD Financial Advisors, Inc.119,715$3.14M0.38%-6,11513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC117,819$3.09M1.09%+713F-HRTimeline
Financial Designs Corp117,106$3.07M1.74%-5,97013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC117,091$3.07M0.02%+4,78813F-HRTimeline
GeoWealth Management, LLC116,770$3.06M0.11%+16,72713F-HRTimeline
Cherry Tree Wealth Management, LLC116,680$3.06M0.65%+43413F-HRTimeline
Skyline Advisors, Inc.116,118$3.05M1.02%+5813F-HRTimeline
Medallion Wealth Advisors, LLC115,941$3.04M1.02%+11,95513F-HRTimeline
DHJJ Financial Advisors, Ltd.115,935$3.04M1.01%-7,02113F-HRTimeline
Wilkins Miller Wealth Management, LLC115,920$3.04M1.81%-10,29713F-HRTimeline
Robertson Stephens Wealth Management, L…115,080$3.02M0.09%+5,05313F-HRTimeline
Mayfair Advisory Group, LLC114,633$3.02M1.17%-34513F-HRTimeline
American Investment Services, Inc.114,611$3.01M0.7%new13F-HRTimeline
LINCOLN CAPITAL CORP112,648$2.95M1.05%+79513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP112,519$2.95M0.06%-3,89813F-HRTimeline
Janney Montgomery Scott LLC112,475$2.95M0.01%-2,63213F-HRTimeline
Wealth Group Ltd111,054$2.91M0.65%-9,74513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA111,002$2.91M0.01%-60313F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC110,840$2.91M2.02%-69713F-HRTimeline
Penney Financial, LLC110,748$2.9M1.12%+50013F-HRTimeline