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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,213 13F filers) reported a position in SCHB shares at 2025-06-30, 536,334,884 shares in all. 86 filers opened a position and 46 filers sold out during the quarter.

Managers
1,205
13F filers
1,213
New
86
Added
497
Reduced
426
Sold out
46
Shares held by filers
536,334,884

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Gleason Group, Inc.104,041$2.48M0.27%+97513F-HRTimeline
Jackson Hole Capital Partners, LLC103,424$2.46M0.45%+713F-HRTimeline
Mason & Associates, LLC103,162$2.46M0.62%-1,80113F-HRTimeline
Values Added Financial LLC102,005$2.43M1.18%-1,13813F-HRTimeline
Red Tortoise LLC101,871$2.43M1.19%+15313F-HRTimeline
MATHER GROUP, LLC.100,816$2.4M0.03%-2,25713F-HRTimeline
Foster Group, Inc.100,640$2.4M0.08%+4,29113F-HRTimeline
Almanack Investment Partners, LLC.100,593$2.4M0.38%-244,93813F-HRTimeline
Segment Wealth Management, LLC100,537$2.4M0.15%-11713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC100,227$2.39M0.16%+95,20413F-HRTimelineGroup
LexAurum Advisors, LLC100,040$2.38M0.38%+43,34713F-HRTimeline
waypoint wealth counsel100,030$2.38M1.18%-61113F-HRTimeline
GeoWealth Management, LLC99,655$2.37M0.09%+13,51513F-HRTimeline
YHB Investment Advisors, Inc.99,482$2.37M0.18%+2,20313F-HRTimeline
IHT Wealth Management, LLC98,968$2.36M0.06%-25,54413F-HRTimeline
Great Waters Wealth Management98,650$2.35M0.31%-3,59613F-HRTimeline
Souders Financial Advisors98,485$2.35M0.3%-21,73513F-HRTimeline
Perigon Wealth Management, LLC98,211$2.34M0.05%-1,37413F-HRTimeline
Financial Management Professionals, Inc.97,836$2.33M0.26%-5,63313F-HRTimeline
Essex LLC96,986$2.31M0.45%-1,03813F-HRTimeline
AMI INVESTMENT MANAGEMENT INC96,876$2.31M0.6%-3,83813F-HRTimeline
RWA WEALTH PARTNERS, LLC96,875$2.31M0.03%-12,69713F-HRTimeline
BOK Financial Private Wealth, Inc.96,777$2.31M0.15%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…96,393$2.3M0.01%+37,48513F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.95,774$2.28M0.29%-18,20113F-HRTimeline
Prestige Wealth Management Group LLC95,388$2.27M0.46%-9,93013F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.95,326$2.27M0.12%+75,74813F-HRTimeline
Asset Management Group, Inc.95,153$2.27M0.4%+27813F-HRTimeline
HOLDERNESS INVESTMENTS CO94,995$2.26M0.49%+2,34313F-HRTimeline
OPTIMA CAPITAL LLC93,892$2.24M1.2%+3,90213F-HRTimeline
Medallion Wealth Advisors, LLC93,776$2.23M0.86%-7,06913F-HRTimeline
HOWE & RUSLING INC91,866$2.19M0.16%+4,17613F-HRTimeline
Advisory Alpha, LLC91,443$2.18M0.07%-4,79113F-HRTimeline
WEIK CAPITAL MANAGEMENT91,155$2.17M0.86%-14513F-HRTimeline
Midwest Capital Advisors, LLC91,059$2.17M1.14%-92613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,329$2.15M<0.01%+38,51413F-HRTimelineGroup
CX Institutional89,795$2.14M0.07%-90,74213F-HR/ATimeline
Geometric Wealth Advisors89,666$2.14M0.32%+37713F-HRTimeline
Barden Capital Management, Inc.88,773$2.12M1.85%+3,92913F-HRTimeline
Texas Yale Capital Corp.88,351$2.11M0.07%013F-HRTimeline
McCarthy Asset Management, Inc.88,061$2.1M1.43%-10,48713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC87,975$2.1M0.04%+62013F-HRTimelineGroup
NewEdge Wealth, LLC85,655$2.09M0.03%+35,24713F-HRTimeline
Bigelow Investment Advisors, LLC87,563$2.09M0.92%-1,10313F-HRTimeline
Abacus Planning Group, Inc.87,406$2.08M0.31%+47,46113F-HR/ATimeline
&PARTNERS86,045$2.08M0.02%-1,23713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC87,307$2.08M1.28%+80213F-HRTimeline
Operose Advisors LLC86,841$2.07M0.58%+1,38813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC86,528$2.06M0.2%-89113F-HRTimeline
Hendershot Investments Inc.85,750$2.04M0.27%+1,68213F-HRTimeline
ARK & TLK INVESTMENTS, LLC85,569$2.04M0.65%-15313F-HRTimeline
Van Cleef Asset Management,Inc84,793$2.02M0.22%-5,35513F-HRTimeline
NWF Advisory Services Inc.84,711$2.02M0.24%013F-HRTimeline
One Capital Management, LLC84,381$2.01M0.07%-82,48113F-HRTimeline
Kera Capital Partners, Inc.83,703$1.99M0.39%+98213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp83,335$1.99M<0.01%-23,19913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD82,667$1.97M0.03%-7,08513F-HRTimeline
CAPITAL ADVISORS INC/OK82,294$1.96M0.04%-87113F-HRTimeline
First National Bank of Mount Dora, Trus…81,939$1.95M0.44%013F-HRTimeline
D'Orazio & Associates, Inc.81,745$1.95M0.27%+31,72013F-HRTimeline
Prospera Financial Services Inc81,358$1.94M0.04%+44,11613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.81,215$1.94M0.01%+2,66413F-HRTimeline
Luminvest Wealth Management LLC80,995$1.93M0.69%new13F-HRTimeline
HUB Investment Partners, LLC79,752$1.9M0.07%+1,86313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED78,823$1.88M0.16%-32513F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)78,528$1.87M0.81%+3,50313F-HRTimeline
Gradient Capital Advisors, LLC78,425$1.87M0.55%+99513F-HRTimeline
ASPIRIANT, LLC77,840$1.85M0.06%013F-HRTimeline
Tactive Advisors, LLC77,555$1.85M0.6%13F-HRTimeline
Modus Advisors, LLC77,537$1.85M0.55%-11413F-HRTimeline
Exchange Bank77,350$1.84M1.46%-50013F-HRTimeline
QUADRANT CAPITAL GROUP LLC77,257$1.84M0.07%-54,59213F-HRTimeline
J HAGAN CAPITAL, INC.75,871$1.84M1.24%-46,04613F-HRTimeline
WFA of San Diego, LLC76,943$1.83M1.35%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC76,900$1.83M<0.01%new13F-HRTimeline
Glenmede Investment Management, LP76,804$1.83M0.01%13F-HRTimeline
Sanctuary Advisors, LLC76,384$1.82M0.01%+48,56213F-HRTimeline
Pure Financial Advisors, LLC76,072$1.81M0.03%+57013F-HRTimeline
Curi Capital, LLC75,856$1.81M0.03%+17,14213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC75,530$1.8M0.14%+27713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding75,470$1.8M+4,038Timeline
Selective Wealth Management, Inc.73,712$1.78M0.65%-2213F-HRTimeline
Noble Family Wealth, LLC74,307$1.77M0.43%+52,76113F-HRTimeline
Ridgewood Investments LLC74,081$1.77M0.76%+25,37013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…74,079$1.77M0.71%+61913F-HRTimeline
Waypoint Wealth Partners Inc.73,938$1.76M0.43%013F-HRTimeline
Peachtree Investment Partners, LLC72,970$1.74M0.66%+3,46613F-HRTimeline
Nicholas Hoffman & Company, LLC.72,795$1.73M0.04%+12,09113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC72,535$1.73M0.2%-38,25613F-HRTimeline
MML INVESTORS SERVICES, LLC72,115$1.72M<0.01%-5,41313F-HRTimeline
Creegan & Nassoura Financial Group, LLC71,670$1.71M1.11%+14,22013F-HRTimeline
Newman Dignan & Sheerar, Inc.71,248$1.7M0.39%+15713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…70,940$1.69M0.29%-7,27213F-HR/ATimelineGroup
Chesley Taft & Associates LLC70,606$1.68M0.08%-90013F-HRTimeline
Fiduciary Group, LLC69,686$1.66M0.16%-70313F-HRTimeline
J.W. COLE ADVISORS, INC.69,581$1.66M0.04%+11,60013F-HRTimeline
Eley Financial Management, Inc69,503$1.66M0.64%+14,21213F-HRTimeline
North Forty Two & Co.69,277$1.65M1.75%+113F-HRTimeline
BSW Wealth Partners68,825$1.64M0.22%-8,22713F-HRTimeline
CGN Advisors LLC68,774$1.64M0.15%-16,13313F-HRTimeline
Main Street Group, LTD68,768$1.64M0.53%-54613F-HRTimeline
Belpointe Asset Management LLC68,661$1.64M0.07%+8,71813F-HRTimeline
Blossom Wealth Management68,052$1.62M2.87%+1,47513F-HRTimeline
FSM Wealth Advisors, LLC66,618$1.6M0.26%+2,36413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT66,949$1.6M0.1%-16,16213F-HRTimeline
S.A. Mason LLC66,700$1.59M0.77%+2513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.66,164$1.58M0.84%-12813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.66,019$1.57M0.12%new13F-HRTimeline
RKL Wealth Management LLC65,563$1.56M0.14%-79,70313F-HRTimeline
Callahan Advisors, LLC65,203$1.55M0.14%+3,39013F-HRTimeline
Western Wealth Management, LLC65,158$1.55M0.09%+10013F-HRTimeline
SVB WEALTH LLC64,890$1.55M0.08%new13F-HRTimeline
Integrated Advisors Network LLC64,017$1.53M0.07%-96713F-HRTimeline
Missouri Trust & Investment Co64,010$1.53M0.5%-52013F-HRTimeline
EARNED WEALTH ADVISORS, LLC63,931$1.52M0.3%-1013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers63,686$1.52M<0.01%+4,03513F-HRTimelineGroup
B&D White Capital Company, LLC63,669$1.52M0.23%+3613F-HRTimeline
Larson Financial Group LLC63,414$1.51M0.06%+4,74113F-HRTimeline
BAILARD, INC.63,388$1.51M0.04%+31113F-HRTimeline
Everstar Asset Management, LLC63,019$1.5M0.92%-1,60613F-HRTimeline
Disciplined Investments, LLC61,871$1.47M0.62%013F-HRTimeline
Advisory Services Network, LLC60,029$1.46M0.02%+1,04613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,368$1.46M<0.01%-57,50613F-HRTimelineGroup
REDW Wealth LLC61,309$1.46M0.58%013F-HRTimeline
Fonville Wealth Management LLC61,136$1.46M0.37%-50113F-HRTimeline
STALEY CAPITAL ADVISERS INC60,713$1.45M0.06%-45913F-HRTimeline
PRIVATE TRUST CO NA60,584$1.44M0.14%+58413F-HRTimeline
Bogart Wealth, LLC60,103$1.43M0.06%-14,97013F-HRTimeline
Wealth Architects, LLC59,392$1.42M0.14%+2513F-HRTimeline
MGO ONE SEVEN LLC59,211$1.41M0.05%-6,25313F-HRTimeline
Avantax Planning Partners, Inc.59,087$1.41M0.04%-4413F-HRTimeline
Guardian Wealth Management, Inc.58,621$1.4M0.93%-2,94613F-HRTimeline
Brookwood Investment Group LLC58,611$1.4M0.23%-5,09613F-HRTimeline
Morling Financial Advisors, LLC57,815$1.38M0.45%+8,25413F-HRTimeline
Signature Resources Capital Management,…57,582$1.37M0.83%-9,04213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC57,487$1.37M0.59%-40113F-HRTimeline
Financial Futures Ltd Liability Co.57,344$1.37M0.73%+18,67413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC57,249$1.36M0.87%013F-HRTimeline
Freedom Financial Partners LLC56,553$1.35M0.57%-2,59513F-HRTimeline
VERITY Wealth Advisors56,088$1.34M0.9%013F-HRTimeline
D.A. DAVIDSON & CO.55,614$1.33M0.01%+2,17213F-HRTimeline
PDS Planning, Inc55,590$1.32M0.1%-15413F-HRTimeline
CoreCap Advisors, LLC55,445$1.32M0.05%-29313F-HRTimeline
CW Advisors, LLC55,364$1.32M0.01%+32,89713F-HRTimeline
Ullmann Wealth Partners Group, LLC55,028$1.31M0.15%013F-HRTimeline
Independent Advisor Alliance54,759$1.3M0.04%-7,55813F-HRTimeline
TRUST CO OF VERMONT54,678$1.3M0.06%013F-HRTimeline
Pasadena Private Wealth, LLC54,586$1.3M0.22%-7,29113F-HRTimeline
RMG Wealth Management LLC53,379$1.29M0.2%13F-HRTimeline
Attessa Capital LLC53,230$1.27M0.81%-2,90813F-HRTimeline
Clark Asset Management, LLC53,194$1.27M0.17%-4,06513F-HRTimeline
Physician Wealth Solutions Inc.52,473$1.25M0.58%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC52,392$1.25M0.37%-1,59713F-HRTimeline
World Investment Advisors51,789$1.23M0.03%+76413F-HRTimeline
Pinnacle Family Advisors, LLC51,775$1.23M0.6%-149,89413F-HRTimeline
Seascape Capital Management51,619$1.23M0.39%-13,57113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding49,583$1.23M-12,822Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,502$1.23M0.02%+12,28213F-HRTimelineGroup
Grant Street Asset Management, Inc.51,473$1.23M0.28%+2013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC51,240$1.22M0.15%-2,72413F-HRTimeline
Apex Wealth Management, LLC51,093$1.22M0.98%+33,57513F-HRTimeline
Belvedere Trading LLC50,954$1.21M0.1%new13F-HRTimeline
Envision Financial LLC50,751$1.21M0.81%+3,27513F-HRTimeline
Acorn Wealth Advisors, LLC50,194$1.2M0.44%-14,08813F-HRTimeline
Keebeck Wealth Management49,962$1.19M0.16%-1,15613F-HRTimeline
Avidian Wealth Enterprises, LLC49,784$1.19M0.05%+3913F-HRTimeline
FineMark National Bank & Trust49,752$1.19M0.04%013F-HRTimeline
Penobscot Investment Management Company…49,560$1.18M0.1%-1,93513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…49,139$1.17M0.25%-2,50313F-HRTimeline
Lionshead Wealth Management, LLC48,786$1.16M1.07%+75013F-HRTimeline
Smith Salley Wealth Management48,728$1.16M0.07%+1,13513F-HRTimeline
Hurley Capital, LLC48,458$1.15M0.81%+22813F-HRTimeline
W.H. Cornerstone Investments Inc.48,082$1.15M0.73%+5,40113F-HRTimeline
SpringVest Wealth Management LLC47,552$1.13M0.92%+11,19313F-HRTimeline
Smith & Howard Wealth Management, LLC47,411$1.13M0.29%-21113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …47,318$1.13M0.66%+13613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.47,311$1.13M0.28%-50513F-HRTimeline
Carnegie Investment Counsel47,150$1.12M0.02%+9,14613F-HRTimeline
Midwest Financial Group LLC46,633$1.11M0.58%+13813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45,722$1.09M0.1%013F-HRTimelineGroup
Plancorp, LLC45,403$1.08M0.04%+1,18213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP44,875$1.07M0.02%+19213F-HRTimeline
L.K. Benson & Company, P.C.44,715$1.07M0.65%+17313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC44,622$1.06M0.08%013F-HRTimeline
Oakwell Private Wealth Management, LLC44,173$1.05M0.24%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC43,821$1.04M0.04%+51713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC43,614$1.04M0.23%+9,63113F-HRTimeline
Colorado Capital Management, Inc.43,053$1.03M0.44%013F-HRTimeline
Twelve Points Wealth Management LLC42,718$1.02M0.27%013F-HRTimeline
Mengis Capital Management, Inc.42,211$1.01M0.21%+4613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC42,147$1M0.36%-94213F-HRTimeline
FF Advisors,LLC42,079$1M0.52%+16213F-HRTimeline
Diligent Investors, LLC41,917$999K0.24%-5,48813F-HRTimeline
Fulcrum Equity Management41,805$996K1.02%+6,78313F-HRTimeline
Soltis Investment Advisors LLC41,727$994K0.08%+5,46113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,713$994K0.01%+4,04013F-HRTimelineGroup
BARRETT & COMPANY, INC.41,542$990K0.37%+4013F-HRTimeline
OARSMAN CAPITAL, INC.41,174$981K0.15%+3,60813F-HRTimeline
BlueStem Wealth Partners, LLC40,782$972K0.12%-3,46613F-HRTimeline
GREENLEAF TRUST40,578$967K0.01%013F-HRTimeline