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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,382 managers (1,396 13F filers) reported a position in SCHB shares at 2026-06-30, 536,423,629 shares in all. 119 filers opened a position and 43 filers sold out during the quarter.

Managers
1,382
13F filers
1,396
New
119
Added
539
Reduced
488
Sold out
43
Shares held by filers
536,423,629

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Diversify Advisory Services, LLCgroup of 2 filers holding111,660$3.19M+50,578Timeline
CATHY PARETO & ASSOCIATES, INC109,888$3.18M1.87%+36013F-HRTimeline
Segment Wealth Management, LLC108,991$3.16M0.16%+11,32513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC108,801$3.15M0.14%013F-HRTimelineGroup
MCF Advisors LLC107,501$3.11M0.11%-19,64813F-HRTimeline
Robertson Stephens Wealth Management, L…107,451$3.11M0.08%-1,86813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC107,425$3.11M0.13%+24,86613F-HRTimeline
Financial Designs Corp107,175$3.1M1.66%-5,24813F-HRTimeline
RVW Wealth, LLC107,069$3.1M0.2%+23913F-HRTimeline
DHJJ Financial Advisors, Ltd.106,371$3.08M0.89%-4,17813F-HRTimeline
Financial Futures Ltd Liability Co.106,237$3.08M1.17%+9,84313F-HRTimeline
Peachtree Investment Partners, LLC105,452$3.05M0.98%-10,18513F-HRTimeline
SJBENEN ADVISORY, LLC105,153$3.04M1.8%+28,72513F-HRTimeline
YHB Investment Advisors, Inc.104,866$3.04M0.19%-54613F-HRTimeline
Elser Financial Planning, Inc104,795$3.03M0.13%013F-HRTimeline
OPTIMA CAPITAL LLC104,679$3.03M1.2%+1,62913F-HRTimeline
Prospera Financial Services Inc104,251$3.02M0.04%+7,38713F-HRTimeline
Wilkins Miller Wealth Management, LLC104,089$3.01M1.66%-30513F-HRTimeline
Midwest Capital Advisors, LLC103,954$3.01M1.22%+1,04313F-HRTimeline
RWA WEALTH PARTNERS, LLC103,832$3.01M0.03%-36313F-HRTimeline
American Investment Services, Inc.102,887$2.98M0.63%+213F-HRTimeline
Penney Financial, LLC102,649$2.97M1.04%-9,59913F-HRTimeline
Boltwood Capital Management102,641$2.97M0.68%-15413F-HRTimeline
Wealth Group Ltd102,449$2.97M0.57%-3,01013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC102,437$2.97M0.1%-1,20113F-HRTimeline
Larson Financial Group LLC102,206$2.96M0.08%+45,62413F-HRTimeline
Values Added Financial LLC101,403$2.94M1.06%+413F-HRTimeline
Farrow Financial, Inc.101,066$2.93M1.56%-5,32213F-HRTimeline
Ironwood Wealth Management, LLC.100,622$2.91M0.65%-1,11513F-HRTimeline
Noble Family Wealth, LLC99,561$2.88M0.52%+21213F-HRTimeline
Belpointe Asset Management LLC99,503$2.88M0.09%-33,09313F-HRTimeline
Wealthspire Retirement, LLC98,506$2.85M0.16%-1,85613F-HRTimeline
Dorato Capital Management97,361$2.84M1.93%+30013F-HRTimeline
WEST PACES ADVISORS INC.97,156$2.81M0.47%-1,47213F-HRTimeline
Mason & Associates, LLC97,033$2.81M0.58%+413F-HRTimeline
Geometric Wealth Advisors95,454$2.76M0.3%+6,14813F-HRTimeline
Great Waters Wealth Management94,971$2.75M0.25%-29113F-HRTimeline
MATHER GROUP, LLC.94,055$2.72M0.02%-5613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers93,911$2.72M<0.01%+8,74213F-HRTimelineGroup
Simplicity Wealth,LLC93,798$2.72M0.09%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO93,310$2.7M0.45%+1,62213F-HRTimeline
Indivisible Partners93,234$2.7M0.15%+90113F-HRTimeline
BOK Financial Private Wealth, Inc.92,997$2.69M0.14%-71013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC92,080$2.67M0.05%+66513F-HRTimelineGroup
Vise Technologies, Inc.91,614$2.65M0.03%+55,56413F-HRTimeline
FAS Wealth Partners, Inc.91,420$2.65M0.14%+58213F-HRTimeline
Operose Advisors LLC91,306$2.64M0.51%+24413F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC90,796$2.63M0.19%+21413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC89,992$2.61M1.25%-30713F-HRTimeline
Callahan Advisors, LLC89,990$2.61M0.2%+3,30113F-HRTimeline
Asset Management Group, Inc.89,663$2.6M0.38%-1,82613F-HRTimeline
SpringVest Wealth Management LLC89,535$2.59M1.63%-613F-HRTimeline
Kastel Capital Advisors, LLC102,003$2.56M1.62%-7,21713F-HRTimeline
Essex LLC88,389$2.56M0.39%-5,91713F-HRTimeline
Texas Yale Capital Corp.88,351$2.56M0.06%013F-HRTimeline
Prestige Wealth Management Group LLC87,565$2.54M0.46%-48213F-HRTimeline
Perigon Wealth Management, LLC87,392$2.53M0.04%-1,40213F-HRTimeline
CX Institutional87,379$2.53M0.07%+3,67813F-HRTimeline
Modera Wealth Management, LLC86,895$2.52M0.03%-1,16513F-HRTimeline
Hendershot Investments Inc.85,668$2.48M0.32%-1,57613F-HRTimeline
Barden Capital Management, Inc.85,313$2.47M2.28%+33113F-HRTimeline
Western Wealth Management, LLC85,075$2.46M0.08%-18,82313F-HRTimeline
AMI INVESTMENT MANAGEMENT INC84,838$2.46M0.52%-1,14913F-HRTimeline
QUADRANT CAPITAL GROUP LLC84,654$2.45M0.07%+1,75813F-HRTimeline
NewEdge Wealth, LLC84,564$2.45M0.02%+9513F-HRTimeline
Sanctuary Advisors, LLC84,283$2.44M0.01%+12,37513F-HRTimeline
D'Orazio & Associates, Inc.83,737$2.43M0.28%+813F-HRTimeline
PINNACLE ASSOCIATES LTD83,546$2.42M0.03%-3,26013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,415$2.42M<0.01%+25813F-HRTimelineGroup
First National Bank of Mount Dora, Trus…83,063$2.41M0.48%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…83,045$2.4M0.01%+20413F-HRTimelineGroup
Financial Management Professionals, Inc.82,591$2.39M0.23%-2,48313F-HRTimeline
HOWE & RUSLING INC82,584$2.39M0.14%-2,38313F-HRTimeline
PDS Planning, Inc82,474$2.39M0.14%+28,25413F-HRTimeline
Nicholas Hoffman & Company, LLC.81,600$2.36M0.05%-5,17513F-HRTimeline
SEEDS INVESTOR LLC81,072$2.35M0.24%-74,26313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA80,938$2.34M0.01%-15,75313F-HRTimelineGroup
NorthCrest Asset Manangement, LLC80,562$2.34M0.06%+1,03313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC80,873$2.34M0.17%-4,68413F-HRTimeline
CAPITAL ADVISORS INC/OK80,630$2.34M0.03%-1,84313F-HRTimeline
ASPIRIANT, LLC80,573$2.33M0.06%+85813F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)80,233$2.32M0.65%-9,62613F-HRTimeline
Van Cleef Asset Management,Inc79,668$2.31M0.24%013F-HRTimeline
One Capital Management, LLC91,802$2.3M0.06%013F-HRTimeline
WEIK CAPITAL MANAGEMENT79,390$2.3M0.88%-5,66513F-HRTimeline
Clear Retirement Advice LLC79,270$2.3M1.57%-64713F-HRTimeline
Curi Capital, LLC78,922$2.29M0.04%+3,80013F-HRTimeline
Selective Wealth Management, Inc.78,712$2.26M0.59%+5,00013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…77,903$2.26M<0.01%+19,16713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…77,866$2.26M0.02%+3,29813F-HRTimelineGroup
Kera Capital Partners, Inc.77,738$2.25M0.22%+16613F-HRTimeline
IHT Wealth Management, LLC77,631$2.25M0.05%-75813F-HRTimeline
Souders Financial Advisors77,225$2.24M0.22%-2,41313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC77,200$2.24M<0.01%new13F-HRTimeline
Envision Financial LLC76,886$2.23M1.03%+14,67413F-HRTimeline
Modus Advisors, LLC76,678$2.22M0.55%013F-HRTimeline
Weaver Capital Management LLC88,190$2.21M0.49%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC76,114$2.2M0.11%+1,13913F-HRTimeline
Regent Peak Wealth Advisors LLC75,700$2.19M0.41%-1,99213F-HRTimeline
Exchange Bank75,676$2.19M1.36%-82413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK75,010$2.17M0.01%+18,20813F-HRTimelineGroup
Arkadios Wealth Advisors74,751$2.16M0.03%-39313F-HRTimeline
Adams Wealth Management74,350$2.15M0.41%-8,30213F-HRTimeline
CacheTech Inc.74,350$2.15M0.35%-8,30213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…73,728$2.14M0.13%-4,27213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC73,715$2.13M0.28%013F-HRTimeline
Bigelow Investment Advisors, LLC72,116$2.09M0.76%-96413F-HRTimeline
Csenge Advisory Group71,774$2.08M0.08%-26,65713F-HRTimeline
Pure Financial Advisors, LLC71,742$2.08M0.03%-2,90513F-HRTimeline
CMH Wealth Management LLC70,320$2.04M0.31%+3,05013F-HRTimeline
Gradient Capital Advisors, LLC69,938$2.03M0.47%+38813F-HRTimeline
Newman Dignan & Sheerar, Inc.69,825$2.02M0.39%-14913F-HRTimeline
SteelPeak Wealth, LLC69,633$2.02M0.05%-1,75813F-HRTimeline
North Forty Two & Co.69,100$2M1.7%+113F-HRTimeline
WFA of San Diego, LLC66,345$2M1.63%-3,29713F-HRTimeline
DIVERSIFIED TRUST CO68,655$1.99M0.03%+57913F-HRTimeline
Vestmark Advisory Solutions, Inc.68,255$1.98M0.02%+3,74813F-HRTimeline
Eley Financial Management, Inc68,119$1.97M0.64%-11213F-HRTimeline
J.W. COLE ADVISORS, INC.67,989$1.97M0.03%new13F-HRTimeline
Fiduciary Group, LLC67,973$1.97M0.15%-72913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…67,727$1.96M0.56%-9613F-HRTimeline
Sunpointe, LLC67,680$1.96M0.56%+66813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC67,676$1.96M0.01%-1,15513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED67,545$1.96M0.12%-2,37013F-HRTimeline
NorthCoast Asset Management LLC67,265$1.95M0.04%+213F-HRTimeline
waypoint wealth counsel67,152$1.94M1.22%+16713F-HRTimeline
FSM Wealth Advisors, LLC66,877$1.94M0.21%+5813F-HRTimeline
S.A. Mason LLC66,870$1.94M0.59%+2513F-HRTimeline
Range Advisory, LLC66,755$1.93M0.23%+27,79913F-HRTimeline
Value Investment Professionals, LLC66,283$1.92M1.61%new13F-HRTimeline
Missouri Trust & Investment Co66,245$1.91M0.52%+60013F-HRTimeline
Bogart Wealth, LLC65,639$1.9M0.07%-2,46113F-HRTimeline
Advisory Services Network, LLC65,595$1.9M0.02%+2,92313F-HRTimeline
Encompass More Asset Management64,924$1.88M0.28%+16,42713F-HRTimeline
EARNED WEALTH ADVISORS, LLC64,757$1.88M0.12%+3,30613F-HRTimeline
Blossom Wealth Management64,580$1.87M2.64%+41413F-HRTimeline
CGN Advisors LLC64,224$1.86M0.14%-1,13513F-HRTimeline
Foundations Investment Advisors, LLC63,600$1.84M0.02%+8,10013F-HRTimeline
Private Advisor Group, LLC63,367$1.84M0.01%-281,59013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding63,334$1.83M+26,740Timeline
Abacus Planning Group, Inc.63,235$1.83M0.23%+1913F-HRTimeline
Redhawk Wealth Advisors, Inc.63,123$1.83M0.18%-6,82913F-HRTimeline
Lionshead Wealth Management, LLC62,911$1.82M1.18%+1,25513F-HRTimeline
RKL Wealth Management LLC62,777$1.82M0.14%-14613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…62,668$1.81M0.24%-5,30913F-HRTimelineGroup
BSW Wealth Partners62,590$1.81M0.2%-90613F-HRTimeline
Smartleaf Asset Management LLC62,775$1.8M0.06%013F-HRTimeline
Northern Lights Advisors, Inc.62,229$1.8M0.98%+4,77413F-HRTimeline
MGO ONE SEVEN LLC61,667$1.79M0.03%-2,55613F-HRTimeline
Independent Advisor Alliance61,407$1.78M0.04%-39,31813F-HRTimeline
World Investment Advisors70,598$1.78M0.03%-3313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC61,200$1.77M0.2%013F-HRTimeline
TRUST CO OF VERMONT61,174$1.77M0.07%13F-HRTimeline
REDW Wealth LLC60,820$1.76M0.63%-22113F-HRTimeline
HUB Investment Partners, LLC60,288$1.75M0.03%+67913F-HRTimeline
LexAurum Advisors, LLC59,310$1.72M0.2%-3,23113F-HRTimeline
Wealth Architects, LLC58,763$1.7M0.13%+15313F-HRTimeline
Everstar Asset Management, LLC57,759$1.67M0.81%-1,20513F-HRTimeline
D.A. DAVIDSON & CO.57,712$1.67M0.01%-10013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC57,249$1.66M0.77%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…57,185$1.66M0.04%+24,79313F-HRTimelineGroup
CoreCap Advisors, LLC57,147$1.65M0.05%+1,72213F-HRTimeline
Brookwood Investment Group LLC57,040$1.65M0.19%+1,67413F-HRTimeline
CFO4Life Group, LLC56,853$1.65M0.22%new13F-HRTimeline
Composition Wealth, LLC56,852$1.65M0.02%-1,37613F-HRTimeline
Main Street Group, LTD56,427$1.63M0.38%-95713F-HRTimeline
Signature Resources Capital Management,…56,223$1.63M0.64%-95313F-HRTimeline
PRIVATE TRUST CO NA55,397$1.6M0.13%-8,11613F-HRTimeline
Ullmann Wealth Partners Group, LLC55,028$1.59M0.14%013F-HRTimeline
Provident Living Financial Services, In…54,958$1.59M1.57%+17313F-HRTimeline
Steward Partners Investment Advisory, L…54,881$1.59M0.01%-8,09813F-HRTimeline
BAILARD, INC.54,711$1.58M0.03%-1,56313F-HRTimeline
STALEY CAPITAL ADVISERS INC54,442$1.58M0.06%-28113F-HRTimeline
Morling Financial Advisors, LLC54,435$1.58M0.44%-92613F-HRTimeline
Acorn Wealth Advisors, LLC54,416$1.58M0.38%+4,32713F-HRTimeline
Fonville Wealth Management LLC54,129$1.57M0.26%-79113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC53,774$1.56M0.23%-84013F-HRTimeline
Grant Street Asset Management, Inc.53,288$1.54M0.25%+18413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.53,207$1.54M0.63%-1,33013F-HRTimeline
Pasadena Private Wealth, LLC52,916$1.53M0.2%013F-HRTimeline
Freedom Financial Partners LLC52,882$1.53M0.5%-25813F-HRTimeline
AE Wealth Management LLC52,739$1.53M0.01%+3,93813F-HRTimeline
RMG Wealth Management LLC50,976$1.52M0.16%+97113F-HRTimeline
KLCM Advisors, Inc.52,352$1.52M0.12%+72113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC52,170$1.51M0.49%-37613F-HRTimeline
Hurley Capital, LLC51,449$1.49M0.77%+8813F-HRTimeline
Greenspring Advisors, LLC51,255$1.48M0.08%+1,40313F-HRTimeline
Seascape Capital Management50,118$1.45M0.35%-2,11613F-HRTimeline
Tandem Investment Partners LLC49,444$1.43M1.1%+1,80013F-HRTimeline
Physician Wealth Solutions Inc.49,224$1.43M0.54%-1,39513F-HRTimeline
Axos Invest Inc.49,191$1.42M1.04%-20,65913F-HRTimeline
W.H. Cornerstone Investments Inc.48,987$1.42M0.8%+63913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…48,698$1.41M0.21%+1513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC48,688$1.41M0.02%+3,51813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC48,692$1.41M0.03%+20,85813F-HRTimelineGroup
Attessa Capital LLC48,135$1.39M0.63%-47013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …47,847$1.39M0.67%+12213F-HRTimeline
Eaton Financial Holdings Company, LLC47,773$1.38M0.38%+12,33313F-HRTimeline
Cornerstone Planning, LLC47,712$1.38M0.32%013F-HRTimeline
Traction Financial Partners, LLC47,335$1.37M0.73%+6,07913F-HRTimeline