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Disclosery

SCHB SCHWAB STRATEGIC TR

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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
Financial Management Professionals, Inc.103,469$2.23M0.28%-3,15813F-HRTimeline
Jackson Hole Capital Partners, LLC103,417$2.23M0.44%-19213F-HRTimeline
Thrive Wealth Management, LLC103,320$2.22M0.43%+19,19513F-HRTimeline
Values Added Financial LLC103,143$2.22M1.23%-2,60613F-HRTimeline
MATHER GROUP, LLC.103,073$2.22M0.03%-19,68113F-HRTimeline
Gleason Group, Inc.103,066$2.22M0.4%+1,16413F-HRTimeline
Triangle Securities Wealth Management102,891$2.22M0.57%+4,74813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Great Waters Wealth Management102,246$2.2M0.31%-2,69613F-HRTimeline
Red Tortoise LLC101,718$2.19M1.14%-18,99513F-HRTimeline
Medallion Wealth Advisors, LLC100,845$2.18M0.99%+15,95113F-HRTimeline
AMI INVESTMENT MANAGEMENT INC100,714$2.17M0.7%-96213F-HRTimeline
Segment Wealth Management, LLC100,654$2.17M0.15%+32013F-HRTimeline
waypoint wealth counsel100,641$2.17M1.36%+1,19913F-HRTimeline
Skyline Advisors, Inc.100,491$2.16M0.85%+1013F-HRTimeline
SOL Capital Management CO100,186$2.16M0.24%+19,50213F-HRTimeline
Perigon Wealth Management, LLC99,585$2.14M0.06%-39613F-HRTimeline
TUDOR INVESTMENT CORP ET AL98,863$2.13M0.02%-67,91413F-HRTimeline
McCarthy Asset Management, Inc.98,548$2.12M1.54%-3,95813F-HRTimeline
Essex LLC98,024$2.11M0.46%-2,31213F-HRTimeline
YHB Investment Advisors, Inc.97,279$2.09M0.17%+1,77213F-HRTimeline
BOK Financial Private Wealth, Inc.96,777$2.08M0.16%013F-HRTimeline
Foster Group, Inc.96,349$2.07M0.08%+77713F-HRTimeline
Advisory Alpha, LLC96,234$2.07M0.07%+11,11213F-HR/ATimeline
Modera Wealth Management, LLC95,805$2.06M0.03%+26113F-HRTimeline
TOWNSQUARE CAPITAL LLC95,103$2.05M0.02%+56,60713F-HRTimeline
Asset Management Group, Inc.94,875$2.04M0.38%-4,48713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/94,194$2.03M<0.01%-8,20013F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO92,652$1.99M0.47%+3,04913F-HRTimeline
Midwest Capital Advisors, LLC91,985$1.98M1.22%+11,44913F-HRTimeline
WEIK CAPITAL MANAGEMENT91,300$1.97M0.8%+3,82513F-HRTimeline
Van Cleef Asset Management,Inc90,148$1.94M0.22%-2,30013F-HRTimeline
OPTIMA CAPITAL LLC89,990$1.94M1.23%-16,55513F-HRTimeline
Adams Wealth Management89,752$1.93M0.38%+3,86513F-HRTimeline
CacheTech Inc.89,752$1.93M0.38%+3,86513F-HRTimeline
PINNACLE ASSOCIATES LTD89,752$1.93M0.03%-2,64913F-HRTimeline
Elm Partners Management LLC89,586$1.93M0.1%+2,66413F-HR/ATimeline
Geometric Wealth Advisors89,289$1.92M0.33%+57113F-HRTimeline
Bigelow Investment Advisors, LLC88,666$1.91M0.91%-3,44513F-HRTimeline
Texas Yale Capital Corp.88,351$1.9M0.08%+12313F-HRTimeline
HOWE & RUSLING INC87,690$1.89M0.16%+1,86513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC87,419$1.88M0.2%-3,88613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC87,355$1.88M0.04%+2,69913F-HRTimelineGroup
&PARTNERS87,282$1.87M0.02%-27,90013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC86,505$1.86M1.26%-36813F-HRTimeline
GeoWealth Management, LLC86,140$1.85M0.07%-9,42513F-HRTimeline
Regent Peak Wealth Advisors LLC85,936$1.85M0.44%-2,00013F-HRTimeline
ARK & TLK INVESTMENTS, LLC85,722$1.85M0.65%013F-HRTimeline
Operose Advisors LLC85,453$1.84M0.61%+26113F-HRTimeline
CGN Advisors LLC84,907$1.83M0.18%-3,68713F-HRTimeline
Barden Capital Management, Inc.84,844$1.83M1.63%+3,92213F-HRTimeline
NWF Advisory Services Inc.84,711$1.82M0.26%+60013F-HRTimeline
Hendershot Investments Inc.84,068$1.81M0.25%-62613F-HRTimeline
CAPITAL ADVISORS INC/OK83,165$1.79M0.04%-6,80813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT83,111$1.79M0.12%-11,89613F-HRTimeline
Kera Capital Partners, Inc.82,721$1.78M0.53%013F-HRTimeline
First National Bank of Mount Dora, Trus…81,939$1.76M0.43%013F-HRTimeline
Brio Consultants, LLC78,900$1.7M0.27%+31,65813F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED79,148$1.7M0.16%-31,38113F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.78,551$1.69M0.01%-3,88413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…78,212$1.68M0.32%013F-HR/ATimelineGroup
SIGMA INVESTMENT COUNSELORS INC78,055$1.68M0.1%-48,04613F-HRTimeline
HUB Investment Partners, LLC77,889$1.68M0.07%+3,46913F-HRTimeline
Exchange Bank77,850$1.68M1.35%013F-HRTimeline
ASPIRIANT, LLC77,840$1.68M0.06%+3,59613F-HRTimeline
Modus Advisors, LLC77,651$1.67M0.55%-1,72213F-HRTimeline
MML INVESTORS SERVICES, LLC77,528$1.67M0.01%+1,74013F-HRTimeline
Gradient Capital Advisors, LLC77,430$1.67M0.54%-12313F-HRTimeline
BSW Wealth Partners77,052$1.66M0.25%-24813F-HRTimeline
Pure Financial Advisors, LLC75,502$1.63M0.03%+32513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC75,253$1.62M0.15%-25,78213F-HR/ATimeline
Bogart Wealth, LLC75,073$1.62M0.08%+8,24213F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)75,025$1.62M0.72%-17,02513F-HRTimeline
Waypoint Wealth Partners Inc.73,938$1.59M0.44%013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…73,460$1.57M0.71%-8,33213F-HRTimeline
Chesley Taft & Associates LLC71,506$1.54M0.07%+4,82713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding71,432$1.54M-4,653Timeline
Newman Dignan & Sheerar, Inc.71,091$1.53M0.42%-60013F-HR/ATimeline
Fiduciary Group, LLC70,389$1.52M0.15%-38213F-HRTimeline
Selective Wealth Management, Inc.73,734$1.51M0.66%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT69,872$1.5M0.04%+2,43013F-HRTimeline
Peachtree Investment Partners, LLC69,504$1.5M0.59%+5,50313F-HRTimeline
Main Street Group, LTD69,314$1.49M0.57%-3,78213F-HRTimeline
North Forty Two & Co.69,276$1.49M1.65%+71313F-HRTimeline
CHOREO, LLC68,762$1.48M0.02%-15,18013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\68,626$1.48M<0.01%013F-HRTimelineGroup
KWMG, LLC67,122$1.45M0.15%new13F-HRTimeline
S.A. Mason LLC66,675$1.44M0.76%-2,87513F-HRTimeline
Signature Resources Capital Management,…66,624$1.43M1.23%-17813F-HRTimeline
Blossom Wealth Management66,577$1.43M2.88%-1,37113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.66,292$1.43M0.86%-1,07013F-HRTimeline
MGO ONE SEVEN LLC65,464$1.41M0.05%+5,30713F-HRTimeline
Seascape Capital Management65,190$1.4M0.49%-61913F-HRTimeline
Western Wealth Management, LLC65,058$1.4M0.09%-1,68513F-HRTimeline
Integrated Advisors Network LLC64,984$1.4M0.07%-51513F-HRTimeline
Everstar Asset Management, LLC64,625$1.39M0.92%-1,23513F-HR/ATimeline
Missouri Trust & Investment Co64,530$1.39M0.49%+11,92013F-HRTimeline
Acorn Wealth Advisors, LLC64,282$1.38M0.58%+15,23513F-HRTimeline
FSM Wealth Advisors, LLC64,254$1.38M0.31%-4,70713F-HRTimeline
EARNED WEALTH ADVISORS, LLC63,941$1.38M0.3%+10,19113F-HRTimeline
Brookwood Investment Group LLC63,707$1.37M0.24%13F-HRTimeline
Glass Jacobson Investment Advisors llc60,413$1.37M0.45%013F-HRTimeline
B&D White Capital Company, LLC63,633$1.37M0.2%-3,66813F-HRTimeline
BAILARD, INC.63,077$1.36M0.04%+4,13113F-HRTimeline
Independent Advisor Alliance62,317$1.34M0.04%-58,00113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding62,405$1.33M+16,189Timeline
Pasadena Private Wealth, LLC61,877$1.33M0.26%new13F-HRTimeline
Disciplined Investments, LLC61,871$1.33M0.61%013F-HRTimeline
Callahan Advisors, LLC61,813$1.33M0.13%+5,12013F-HRTimeline
Guardian Wealth Management, Inc.61,567$1.33M0.88%-8,04713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.61,394$1.32M0.23%-77613F-HRTimeline
REDW Wealth LLC61,309$1.32M0.49%-72,54913F-HRTimeline
STALEY CAPITAL ADVISERS INC61,172$1.32M0.06%-10813F-HRTimeline
Fonville Wealth Management LLC61,637$1.31M0.39%-2,11513F-HRTimeline
Nicholas Hoffman & Company, LLC.60,704$1.31M0.05%-90013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE TRUST CO NA60,000$1.29M0.13%013F-HRTimeline
Belpointe Asset Management LLC59,943$1.29M0.07%+31,48513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers59,651$1.28M<0.01%+10,00213F-HRTimelineGroup
Wealth Architects, LLC59,367$1.28M0.14%+2713F-HR/ATimeline
Freedom Financial Partners LLC59,148$1.27M0.59%-1,32913F-HRTimeline
Avantax Planning Partners, Inc.59,131$1.27M0.05%-2,28613F-HRTimeline
Advisory Services Network, LLC58,983$1.27M0.02%-18,03913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…58,908$1.27M0.01%013F-HRTimelineGroup
Curi Capital, LLC58,714$1.26M0.03%-61013F-HRTimeline
Larson Financial Group LLC58,673$1.26M0.06%+21,08413F-HRTimeline
West Coast Financial LLC58,350$1.26M0.14%013F-HRTimeline
J.W. COLE ADVISORS, INC.57,981$1.25M0.04%+32,97513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC57,888$1.25M0.59%+74313F-HRTimeline
Creegan & Nassoura Financial Group, LLC57,450$1.24M0.82%013F-HRTimeline
Clark Asset Management, LLC57,259$1.23M0.21%-7,19413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC57,249$1.23M0.86%013F-HRTimeline
LexAurum Advisors, LLC56,693$1.22M0.23%+36,14313F-HRTimeline
Attessa Capital LLC56,138$1.21M0.79%-21,47013F-HRTimeline
VERITY Wealth Advisors56,088$1.21M0.89%013F-HRTimeline
PDS Planning, Inc55,744$1.2M0.1%-2,71613F-HRTimeline
CoreCap Advisors, LLC55,738$1.2M0.05%-9,47213F-HRTimeline
Advisor Resource Council60,648$1.2M0.1%new13F-HRTimeline
Eley Financial Management, Inc55,291$1.19M0.48%-27113F-HRTimeline
Cahill Wealth Management, LLC55,453$1.19M0.61%+16913F-HRTimeline
Ullmann Wealth Partners Group, LLC55,028$1.18M0.16%013F-HRTimeline
TRUST CO OF VERMONT54,678$1.18M0.06%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC53,989$1.16M0.42%+613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC53,964$1.16M0.15%-1,65813F-HRTimeline
D.A. DAVIDSON & CO.53,442$1.15M0.01%013F-HRTimeline
Shorepoint Capital Partners LLC52,615$1.13M0.26%-1,26713F-HRTimeline
Physician Wealth Solutions Inc.52,473$1.13M0.57%-4,39813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,815$1.12M<0.01%-14,56213F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…51,642$1.11M0.27%-72913F-HRTimeline
Penobscot Investment Management Company…51,495$1.11M0.1%-60013F-HRTimeline
Grant Street Asset Management, Inc.51,453$1.11M0.27%+12813F-HRTimeline
Sterling Group Wealth Management, LLC51,437$1.11M0.59%-27813F-HRTimeline
Keebeck Wealth Management51,118$1.1M0.16%+6,20613F-HRTimeline
World Investment Advisors51,025$1.1M0.03%+31213F-HRTimeline
NewEdge Wealth, LLC50,408$1.09M0.02%+36,77413F-HRTimeline
D'Orazio & Associates, Inc.50,025$1.08M0.16%+12813F-HRTimeline
FineMark National Bank & Trust49,752$1.07M0.04%+1,12513F-HRTimeline
Avidian Wealth Enterprises, LLC49,745$1.07M0.05%+8713F-HRTimeline
Morling Financial Advisors, LLC49,561$1.07M0.37%-46413F-HRTimeline
Ridgewood Investments LLC48,711$1.05M0.49%+23,22713F-HRTimeline
Hurley Capital, LLC48,230$1.04M0.79%+13413F-HRTimeline
Lionshead Wealth Management, LLC48,036$1.03M1.07%-42,87013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.47,816$1.03M0.29%+41013F-HRTimeline
Smith & Howard Wealth Management, LLC47,622$1.03M0.28%-22,59913F-HRTimeline
Smith Salley Wealth Management47,593$1.02M0.07%-9,25413F-HRTimeline
Envision Financial LLC47,476$1.02M0.77%+2,96013F-HRTimeline
Diligent Investors, LLC47,405$1.02M0.25%+1313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …47,182$1.02M0.63%-66013F-HRTimeline
Grant/GrossMendelsohn, LLC47,790$1.01M0.56%-38213F-HRTimeline
Geneos Wealth Management Inc.46,886$1.01M0.01%+45,06713F-HRTimeline
Midwest Financial Group LLC46,495$1M0.58%+14213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45,722$984K0.09%+2,79813F-HRTimelineGroup
Tudor Financial Inc.45,340$976K0.59%013F-HRTimeline
Traveka Wealth, LLC44,808$965K0.54%013F-HRTimeline
Northwest Capital Management Inc44,780$964K0.4%-1,35013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP44,683$962K0.02%+1313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC44,622$961K0.08%-1213F-HRTimeline
L.K. Benson & Company, P.C.44,542$959K0.66%+65613F-HRTimeline
BlueStem Wealth Partners, LLC44,248$953K0.13%-1,89613F-HRTimeline
Plancorp, LLC44,221$952K0.04%+13,86913F-HRTimeline
Oakwell Private Wealth Management, LLC44,173$951K0.26%-3,78213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC43,304$932K0.04%-8,96413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA43,273$932K0.01%-2,60013F-HRTimelineGroup
Joule Financial, LLC43,245$931K0.33%+1,22013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC43,089$928K0.38%+2,56613F-HRTimeline
Colorado Capital Management, Inc.43,053$927K0.43%-16213F-HRTimeline
Twelve Points Wealth Management LLC42,718$920K0.25%-2,58613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…42,708$920K0.02%+1,63213F-HRTimelineGroup
W.H. Cornerstone Investments Inc.42,681$919K0.63%+2,76613F-HRTimeline
Mengis Capital Management, Inc.42,165$908K0.19%-17813F-HRTimeline
FF Advisors,LLC41,917$906K0.52%+3,70813F-HRTimeline
Indie Asset Partners, LLC41,723$898K0.78%-1,91513F-HRTimeline
BARRETT & COMPANY, INC.41,502$894K0.38%+4113F-HRTimeline
Exchange Capital Management, Inc.41,242$888K0.14%-69013F-HRTimeline
Waterloo Capital, L.P.40,982$882K0.08%-65913F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC40,835$879K0.75%-61513F-HRTimeline
Martin Worley Group40,799$878K0.5%-3,46413F-HRTimeline
Tandem Investment Partners LLC40,735$877K0.87%-67113F-HRTimeline
GREENLEAF TRUST40,578$874K0.01%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…40,120$864K0.02%+11513F-HRTimelineGroup
Abacus Planning Group, Inc.39,945$860K0.15%+8,27213F-HRTimeline
Waycross Investment Management Co39,774$856K0.97%013F-HRTimeline