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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,313 managers (1,324 13F filers) reported a position in SCHB shares at 2026-03-31, 598,784,878 shares in all. 75 filers opened a position and 68 filers sold out during the quarter.

Managers
1,313
13F filers
1,324
New
75
Added
521
Reduced
488
Sold out
68
Shares held by filers
598,784,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Brightwater Advisory LLC345,441$8.67M5.73%+18,99213F-HRTimeline
Private Advisor Group, LLC344,957$8.66M0.04%+7,53913F-HRTimeline
Rockbridge Investment Management, LCC343,642$8.63M0.78%-3,17713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…343,298$8.62M0.02%-8,77513F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding341,538$8.57M-45,192Timeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…339,859$8.53M2.4%+2,03013F-HRTimeline
Joseph P. Lucia & Associates, LLC339,416$8.52M3.05%+11,17313F-HRTimeline
Carnegie Investment Counsel335,409$8.42M0.16%+8,65713F-HRTimeline
Disciplined Investors, L.L.C.333,058$8.36M4.98%-1,59213F-HRTimeline
Destination Wealth Management326,964$8.21M0.21%-75,28813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…324,037$8.13M2.44%-2,32313F-HRTimeline
MITCHELL SINKLER & STARR/PA323,503$8.12M3.75%-4,09213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.317,220$7.96M<0.01%+44,37813F-HRTimelineGroup
Creekside Partners316,124$7.93M3.27%+5,81013F-HRTimeline
BRIGHTON JONES LLC315,388$7.92M0.17%+11,08613F-HR/ATimeline
CFG Wealth Management Services, Inc.313,533$7.9M7.17%+2,26513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC311,327$7.81M0.06%+311,30913F-HRTimeline
Orcam Financial Group311,043$7.81M5.54%-15,43213F-HRTimeline
Stillwater Private Wealth, LLC307,962$7.73M6.54%13F-HRTimeline
NBZ Investment Advisors LLC305,630$7.67M3.36%-6,90113F-HRTimeline
Strategic Financial Concepts, LLC302,668$7.6M1.87%+292,77913F-HRTimeline
Curbstone Financial Management Corp302,522$7.59M1.45%-83013F-HRTimeline
Roger Wittlin Investment Advisory, LLC302,141$7.58M6.2%-196,19213F-HRTimeline
JMG Financial Group, Ltd.300,653$7.55M0.21%+4,27813F-HRTimeline
Embree Financial Group299,117$7.51M0.88%-7,44513F-HRTimeline
Sharkey, Howes & Javer298,804$7.5M1.01%+53013F-HRTimeline
JFS WEALTH ADVISORS, LLC298,692$7.5M0.42%-57513F-HRTimeline
CVA Family Office, LLC298,432$7.49M0.79%-2,20013F-HRTimeline
Summit Financial, LLC297,019$7.46M0.09%-63,32613F-HRTimeline
Red Door Wealth Management, LLC296,510$7.44M0.77%+9,42313F-HRTimeline
PINKERTON WEALTH, LLC277,069$7.27M0.66%-23,56613F-HRTimeline
Equita Financial Network, Inc.288,872$7.25M2.28%-4,75213F-HRTimeline
Valmark Advisers, Inc.288,243$7.23M0.09%+3,16113F-HRTimeline
Mutual Advisors, LLC287,113$7.21M0.15%+3,28513F-HRTimeline
RCW Management, LLC283,362$7.11M7.29%-1,18613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding281,627$7.07M+24,540Timeline
SHEETS SMITH WEALTH MANAGEMENT280,015$7.03M0.79%+2,79613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.260,325$6.83M0.04%+19,22613F-HRTimelineGroup
RHS Financial, LLC270,757$6.8M3.22%-20,72413F-HRTimeline
FAGAN ASSOCIATES, INC.269,924$6.78M0.94%-86,66113F-HRTimeline
CARDIFF PARK ADVISORS, LLC267,869$6.72M0.54%+37913F-HRTimeline
Asset Allocation & Management Company, …262,123$6.58M2.44%+21,86713F-HRTimeline
Ellevest, Inc.261,911$6.57M0.91%+2,27513F-HRTimeline
MAIRS & POWER INC261,246$6.56M0.07%013F-HRTimeline
Graver Capital Management, LLC260,511$6.54M4.97%+7,10213F-HRTimeline
Wilson & Boucher Capital Management, LLC260,175$6.53M4.33%-1,12913F-HRTimeline
Parallel Advisors, LLC255,752$6.42M0.12%+3,76413F-HR/ATimeline
Brio Consultants, LLC224,560$6.27M0.77%+53,80413F-HRTimeline
Strategic Family Wealth Counselors, L.L…247,893$6.22M1.63%+1,76413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding247,067$6.2M+11,893Timeline
Seaside Wealth Management, Inc.246,052$6.18M1.74%+20313F-HRTimeline
Clark Asset Management, LLC242,521$6.09M0.57%+3,41113F-HRTimeline
True Freedom Investing, LLC242,200$6.08M0.47%-2,06413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…240,219$6.03M1.44%-45613F-HRTimeline
ProVise Management Group, LLC239,383$6.01M0.43%-8,67613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…238,661$5.99M0.02%-2,56213F-HRTimelineGroup
Firestone Capital Management236,804$5.94M1.24%-1,71113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC236,587$5.94M2.8%-15,41113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.235,391$5.91M0.66%+31,24113F-HRTimeline
Financial Engines Advisors L.L.C.235,377$5.91M0.01%+1,81913F-HRTimeline
KCM INVESTMENT ADVISORS LLC233,328$5.86M0.19%+33813F-HRTimeline
Asset Advisory Group, Inc.232,632$5.84M2.93%+1,09213F-HRTimeline
Hartmann Taylor Wealth Management, LLC228,179$5.73M3.79%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP228,098$5.73M0.79%-1,78213F-HRTimeline
One Charles Private Wealth Services, LLC225,062$5.65M1.42%013F-HRTimeline
Diversified Portfolios, Inc.224,900$5.64M0.46%+10,20313F-HRTimeline
Savvy Advisors, Inc.222,657$5.59M0.15%-4,75313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC220,856$5.54M0.18%+28,15413F-HRTimeline
Empirical Financial Services, LLC d.b.a…218,927$5.5M0.1%-4,56213F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC218,459$5.48M2.78%+67,30613F-HRTimeline
Main Street Financial Solutions, LLC215,260$5.4M0.39%-2,21913F-HRTimeline
ELCO Management Co., LLC213,156$5.35M2.57%+14,28113F-HRTimeline
Bawa N Mallick Trust212,190$5.33M2.18%013F-HRTimeline
ALTFEST L J & CO INC210,351$5.28M0.56%-13,25913F-HRTimeline
Integrated Wealth Concepts LLC208,481$5.23M0.04%+101,01613F-HRTimeline
Successful Portfolios LLC208,779$5.22M2.88%-14,09513F-HRTimeline
Cordant, Inc.207,605$5.21M2.12%+41813F-HRTimeline
GeoWealth Management, LLC205,551$5.16M0.19%+88,78113F-HRTimeline
Aspiring Ventures, LLC205,494$5.16M1.71%+7,01913F-HRTimeline
MBA Advisors LLC203,364$5.1M1.96%+17,11213F-HRTimeline
SeaCrest Wealth Management, LLC202,262$5.08M0.54%+60513F-HRTimeline
BLAIR WILLIAM & CO/IL200,538$5.03M0.01%-4,97313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA198,650$4.99M0.21%-92613F-HRTimeline
Unify Financial Advisors195,740$4.91M5.1%-1,62213F-HRTimeline
Financial Solutions Advisory Group, Inc.195,424$4.91M0.68%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT195,168$4.9M0.08%+9,19713F-HRTimeline
Krilogy Financial LLC179,493$4.86M0.16%+47,95313F-HRTimeline
Crestwood Advisors Group, LLC192,626$4.83M0.08%+2213F-HRTimeline
Seed Wealth Management, Inc.192,268$4.83M3.32%-7,07513F-HRTimeline
Chesapeake Wealth Management191,976$4.82M1.48%-2,20613F-HRTimeline
NYL Investors LLC191,050$4.8M1.81%-8,51413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …189,097$4.75M0.09%-3,09313F-HRTimelineGroup
Compass Ion Advisors, LLC188,401$4.73M0.45%-1,26013F-HRTimeline
Farnam Financial LLC187,528$4.71M3.87%-4,30213F-HRTimeline
Avant Capital LLC187,051$4.69M3.3%-2,50913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC186,262$4.68M0.82%+1,42613F-HRTimeline
Wealth Care LLC185,803$4.66M4.14%13F-HRTimeline
Alpha Omega Wealth Management LLC182,953$4.59M0.74%-8,43313F-HRTimeline
Arax Advisory Partners182,454$4.58M0.13%-1,11613F-HRTimeline
Granite Investment Partners, LLC181,793$4.56M0.28%-3,00013F-HRTimeline
Midwestern Financial, LLC /IA180,295$4.53M3.56%-5,69313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\179,621$4.51M0.01%-6,89113F-HRTimelineGroup
Venture Visionary Partners LLC179,491$4.51M0.15%-11,77813F-HRTimeline
Whitener Capital Management, Inc.179,198$4.5M1.03%-14,05213F-HRTimeline
COZAD ASSET MANAGEMENT INC179,109$4.5M0.35%-12013F-HRTimeline
Clear Point Advisors Inc.179,107$4.5M3.5%-18013F-HRTimeline
Maridea Wealth Management LLC178,616$4.48M0.65%-12,50913F-HRTimeline
TUDOR INVESTMENT CORP ET AL178,494$4.48M0.02%-14,09513F-HRTimeline
Leo Wealth, LLC178,226$4.47M0.32%-77013F-HRTimeline
Joule Financial, LLC177,609$4.46M1.3%-63,68813F-HRTimeline
Pullen Investment Management, LLC175,243$4.4M2.21%013F-HRTimeline
Cambridge Financial Group, LLC174,184$4.37M1.48%-16,16613F-HRTimeline
Amicus Financial Advisors, LLC173,548$4.36M1.2%-1,85413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP168,123$4.22M0.17%+76213F-HRTimeline
SEEDS INVESTOR LLC155,335$4.17M0.57%new13F-HRTimeline
Opus Capital Group, LLC164,514$4.13M0.44%-26713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…162,264$4.07M<0.01%+35,92513F-HRTimelineGroup
Aspire Capital Advisors LLC162,115$4.07M0.92%+89913F-HRTimeline
Mill Creek Capital Advisors, LLC161,959$4.07M0.08%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC161,091$4.04M0.3%+35613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC158,011$3.97M0.21%-5,93713F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV157,971$3.97M0.51%-1,14613F-HRTimeline
Pacific Park Financial, Inc.155,835$3.91M2.55%-17,39313F-HRTimeline
Avalon Advisory Group155,123$3.89M1.57%-2,68613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC154,670$3.88M0.02%+14,48913F-HRTimelineGroup
CRA Financial Services, LLC154,250$3.87M0.5%-9,12813F-HRTimeline
Merit Financial Group, LLC152,290$3.82M0.03%+23013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC151,758$3.81M2.73%-1,25013F-HRTimeline
WealthCollab, LLC151,196$3.8M1.56%+29513F-HRTimeline
Dakota Wealth Management150,638$3.78M0.08%-36213F-HR/ATimeline
Silver Oak Advisory Group, Inc.150,176$3.77M1.63%-2,85813F-HRTimeline
EP Wealth Advisors, LLC149,600$3.75M0.02%-78113F-HRTimeline
Tortoise Investment Management, LLC146,331$3.67M0.3%-3,59513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.145,818$3.66M0.42%-51513F-HRTimeline
Rosenberg Matthew Hamilton145,657$3.66M0.75%-9,75613F-HRTimeline
Asset Dedication, LLC143,455$3.6M0.25%+18,03113F-HRTimeline
IEQ CAPITAL, LLC142,910$3.59M0.02%-54,09613F-HRTimeline
Independent Solutions Wealth Management…142,838$3.59M0.53%-2,16513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC142,796$3.58M0.02%+25,70513F-HRTimeline
TRB Wealth Management, LLC141,500$3.55M0.5%13F-HRTimeline
Game Plan Financial Advisors, LLC141,491$3.55M1.6%+9613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC141,281$3.55M0.35%+5,72213F-HRTimeline
SIGNATUREFD, LLC140,025$3.51M0.05%-18,63913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.138,452$3.51M<0.01%13F-HRTimelineGroup
Daybright Advisory Services, Inc.139,747$3.51M0.97%+17513F-HRTimeline
L. Roy Papp & Associates, LLP138,988$3.49M0.4%-3,37113F-HRTimeline
Koshinski Asset Management, Inc.137,776$3.46M0.22%-38313F-HRTimeline
Flatrock Wealth Partners LLC137,288$3.45M1.55%+2,07413F-HRTimeline
SMITH, MOORE & CO.136,644$3.43M0.25%+52813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC135,393$3.4M0.1%+9413F-HR/ATimeline
Cambridge Advisors Inc.135,029$3.39M0.66%-1,26413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.134,476$3.38M1.59%-5,22613F-HRTimeline
Belpointe Asset Management LLC132,596$3.33M0.12%-22,32313F-HRTimeline
Cypress Point Wealth Management, LLC132,205$3.32M0.71%-5,36713F-HRTimeline
Thrive Wealth Management, LLC131,906$3.31M0.49%-11,36613F-HRTimeline
PFG Advisors131,861$3.31M0.16%-3,69513F-HRTimeline
Chesley Taft & Associates LLC130,705$3.28M0.14%+38413F-HRTimeline
Long Island Wealth Management, Inc.130,116$3.27M1.51%-40,29113F-HRTimeline
Whitegate Investment Counselors, Inc.128,422$3.22M1.02%+7,99813F-HRTimeline
Planned Solutions, Inc.128,164$3.22M1.06%+3,58613F-HRTimeline
MCF Advisors LLC127,149$3.19M0.14%+82,06313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD126,874$3.18M1.49%-53213F-HRTimeline
Selby Wealth Management, LLC125,363$3.15M1.24%-2,50813F-HRTimeline
Intrua Financial, LLC125,345$3.15M0.34%-19713F-HRTimeline
Cross Staff Investments Inc124,540$3.13M1.58%+1,00413F-HRTimeline
LOWE BROCKENBROUGH & CO INC123,751$3.11M0.15%-13,82813F-HRTimeline
Sachetta, LLC122,074$3.06M1.66%-8113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/121,921$3.06M<0.01%+62113F-HRTimelineGroup
Archer Investment Management, LLC121,697$3.05M1.28%-14,71113F-HRTimeline
SageView Advisory Group, LLC121,327$3.05M0.11%-6,02113F-HRTimeline
Advisory Alpha, LLC121,178$3.04M0.08%+27,35113F-HRTimeline
Topsail Wealth Management, LLC120,977$3.04M0.45%+22813F-HRTimeline
Medallion Wealth Advisors, LLC120,960$3.04M0.99%+5,01913F-HRTimeline
Rialto Wealth Management, LLC120,480$3.02M0.68%-27013F-HRTimeline
Triangle Securities Wealth Management120,443$3.02M0.69%-13313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TIAAgroup of 3 filers holding120,100$3.01M+9,098Timeline
3 FACTOR INDEXING, LLC119,640$3M2.84%13F-HRTimeline
CHOREO, LLC119,573$3M0.04%-11,22313F-HRTimeline
RTD Financial Advisors, Inc.118,898$2.98M0.37%-81713F-HRTimeline
BCS Wealth Management118,319$2.97M0.61%-151,56313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC117,825$2.96M1.06%+613F-HRTimeline
ARK & TLK INVESTMENTS, LLC116,811$2.93M0.8%+31,46413F-HRTimeline
Mayfair Advisory Group, LLC116,155$2.92M1.02%+1,52213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP115,839$2.91M0.06%+3,32013F-HRTimeline
Peachtree Investment Partners, LLC115,637$2.9M1.11%+39,69613F-HRTimeline
Ridgewood Investments LLC114,815$2.88M1.18%13F-HRTimeline
Foster Group, Inc.114,688$2.88M0.09%+11,81813F-HRTimeline
Kastel Capital Advisors, LLC109,220$2.86M1.76%013F-HRTimeline
Cherry Tree Wealth Management, LLC114,088$2.86M0.61%-2,59213F-HRTimeline
LINCOLN CAPITAL CORP114,036$2.86M1.05%+1,38813F-HRTimeline
Skyline Advisors, Inc.112,886$2.83M0.99%-3,23213F-HRTimeline
Financial Designs Corp112,423$2.82M1.57%-4,68313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…112,371$2.82M0.06%+3,52313F-HRTimelineGroup
Penney Financial, LLC112,248$2.82M1.08%+1,50013F-HRTimeline
Ausdal Financial Partners, Inc.110,843$2.78M0.12%+1,01813F-HRTimeline
DHJJ Financial Advisors, Ltd.110,549$2.77M0.92%-5,38613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC109,528$2.75M1.85%-1,31213F-HRTimeline
Robertson Stephens Wealth Management, L…109,319$2.74M0.08%-5,76113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC108,801$2.73M0.15%+49213F-HRTimelineGroup
Gleason Group, Inc.107,592$2.7M0.27%+40113F-HRTimeline