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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,214 13F filers) reported a position in SCHB shares at 2025-09-30, 470,243,597 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.

Managers
1,205
13F filers
1,214
New
67
Added
484
Reduced
451
Sold out
48
Shares held by filers
470,243,597

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Foster Group, Inc.101,533$2.61M0.08%+89313F-HRTimeline
Modera Wealth Management, LLC101,317$2.6M0.03%-12,33613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC100,227$2.58M0.16%013F-HRTimelineGroup
GeoWealth Management, LLC100,043$2.57M0.09%+38813F-HRTimeline
Segment Wealth Management, LLC99,924$2.57M0.15%-61313F-HRTimeline
Wealthspire Retirement, LLC99,829$2.57M0.16%-4,58213F-HR/ATimeline
OPTIMA CAPITAL LLC99,343$2.55M1.24%+5,45113F-HRTimeline
MATHER GROUP, LLC.97,528$2.51M0.03%-3,28813F-HRTimeline
Great Waters Wealth Management97,173$2.5M0.3%-1,47713F-HRTimeline
Csenge Advisory Group97,144$2.5M0.12%-26,86713F-HRTimeline
BOK Financial Private Wealth, Inc.96,572$2.48M0.16%-20513F-HRTimeline
Essex LLC95,762$2.46M0.45%-1,22413F-HRTimeline
Mason & Associates, LLC103,162$2.46M0.62%013F-HRTimeline
Asset Management Group, Inc.95,426$2.45M0.4%+27313F-HRTimeline
Prestige Wealth Management Group LLC95,347$2.45M0.47%-4113F-HR/ATimeline
Ridgewood Investments LLC94,902$2.44M1.03%+20,82113F-HRTimeline
CX Institutional94,687$2.43M0.07%+4,89213F-HRTimeline
Redhawk Wealth Advisors, Inc.94,386$2.43M0.28%-1,38813F-HRTimeline
INTEGRITY ALLIANCE, LLC.93,653$2.41M0.11%-1,67313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…92,758$2.38M0.01%-3,63513F-HRTimelineGroup
Souders Financial Advisors92,580$2.38M0.28%-5,90513F-HRTimeline
Geometric Wealth Advisors90,750$2.33M0.31%+1,08413F-HRTimeline
Financial Management Professionals, Inc.90,227$2.32M0.24%-7,60913F-HRTimeline
HOLDERNESS INVESTMENTS CO90,203$2.32M0.47%-4,79213F-HRTimeline
AMI INVESTMENT MANAGEMENT INC89,713$2.31M0.54%-7,16313F-HRTimeline
&PARTNERS89,450$2.3M0.01%+3,40513F-HRTimeline
WEIK CAPITAL MANAGEMENT88,995$2.29M0.85%-2,16013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC88,914$2.29M0.05%+93913F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC88,736$2.28M1.28%+1,42913F-HRTimeline
Advisory Alpha, LLC88,247$2.28M0.06%-3,19613F-HRTimeline
Texas Yale Capital Corp.88,351$2.27M0.07%013F-HRTimeline
Adams Wealth Management88,227$2.27M0.49%-25,27913F-HRTimeline
CacheTech Inc.88,227$2.27M0.46%-25,27913F-HRTimeline
HOWE & RUSLING INC88,134$2.27M0.16%-3,73213F-HRTimeline
SOL Capital Management CO88,036$2.26M0.2%-38,32813F-HRTimeline
McCarthy Asset Management, Inc.87,815$2.26M1.45%-24613F-HRTimeline
Bigelow Investment Advisors, LLC87,238$2.24M0.9%-32513F-HRTimeline
Operose Advisors LLC86,989$2.24M0.56%+14813F-HRTimeline
Abacus Planning Group, Inc.86,429$2.22M0.31%-97713F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC86,428$2.22M0.19%-10013F-HRTimeline
Prospera Financial Services Inc86,257$2.22M0.04%+4,89913F-HRTimeline
ARK & TLK INVESTMENTS, LLC85,569$2.2M0.7%013F-HRTimeline
Van Cleef Asset Management,Inc84,793$2.18M0.22%013F-HRTimeline
Hendershot Investments Inc.84,061$2.16M0.27%-1,68913F-HRTimeline
Midwest Capital Advisors, LLC84,030$2.16M1.04%-7,02913F-HRTimeline
NewEdge Wealth, LLC82,651$2.16M0.03%-3,00413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp83,776$2.15M<0.01%+44113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD83,749$2.15M0.03%+1,08213F-HRTimeline
Barden Capital Management, Inc.83,517$2.15M1.78%-5,25613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,824$2.13M<0.01%-7,50513F-HRTimelineGroup
First National Bank of Mount Dora, Trus…81,939$2.11M0.47%013F-HRTimeline
D'Orazio & Associates, Inc.81,745$2.1M0.28%013F-HRTimeline
CAPITAL ADVISORS INC/OK80,954$2.08M0.03%-1,34013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)80,899$2.08M0.73%+2,37113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED80,401$2.07M0.15%+1,57813F-HRTimeline
One Capital Management, LLC80,356$2.07M0.07%-4,02513F-HRTimeline
Perigon Wealth Management, LLC79,795$2.05M0.04%-18,41613F-HRTimeline
HUB Investment Partners, LLC79,698$2.05M0.08%-5413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.78,830$2.03M<0.01%+59,68713F-HRTimelineGroup
J HAGAN CAPITAL, INC.78,486$2.02M1.22%+2,61513F-HRTimeline
Callahan Advisors, LLC78,338$2.01M0.17%+13,13513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding78,093$2.01M+2,623Timeline
ASPIRIANT, LLC77,840$2M0.06%013F-HRTimeline
Exchange Bank77,350$1.99M1.38%013F-HRTimeline
Modus Advisors, LLC77,284$1.99M0.54%-25313F-HRTimeline
Regent Peak Wealth Advisors LLC77,259$1.99M0.4%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC77,047$1.98M0.06%-21013F-HRTimeline
Kera Capital Partners, Inc.76,533$1.97M0.3%-7,17013F-HRTimeline
WFA of San Diego, LLC76,350$1.96M1.34%-59313F-HRTimeline
Gradient Capital Advisors, LLC76,314$1.96M0.53%-2,11113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers76,270$1.96M<0.01%+12,58413F-HRTimelineGroup
Sanctuary Advisors, LLC75,990$1.95M0.01%-39413F-HR/ATimeline
Glenmede Investment Management, LP75,928$1.95M0.01%-87613F-HRTimeline
Curi Capital, LLC75,849$1.95M0.04%-713F-HRTimeline
Pure Financial Advisors, LLC75,741$1.95M0.03%-33113F-HRTimeline
Selective Wealth Management, Inc.73,712$1.9M0.61%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC73,190$1.88M0.23%+65513F-HRTimeline
Nicholas Hoffman & Company, LLC.72,886$1.87M0.05%+9113F-HRTimeline
Peachtree Investment Partners, LLC72,838$1.87M0.65%-13213F-HRTimeline
J.W. COLE ADVISORS, INC.71,590$1.84M0.04%+2,00913F-HRTimeline
Creegan & Nassoura Financial Group, LLC71,420$1.84M1.19%-25013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…71,258$1.83M0.67%-2,82113F-HRTimeline
IHT Wealth Management, LLC71,074$1.83M0.05%-27,89413F-HRTimeline
Luminvest Wealth Management LLC70,978$1.82M0.59%-10,01713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC70,637$1.82M0.11%-4,89313F-HRTimeline
Newman Dignan & Sheerar, Inc.69,764$1.79M0.39%-1,48413F-HRTimeline
Chesley Taft & Associates LLC69,606$1.79M0.08%-1,00013F-HRTimeline
MML INVESTORS SERVICES, LLC69,475$1.79M<0.01%-2,64013F-HRTimeline
Fiduciary Group, LLC69,371$1.78M0.16%-31513F-HRTimeline
Blossom Wealth Management68,990$1.77M2.86%+93813F-HRTimeline
North Forty Two & Co.68,666$1.77M1.72%-61113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…68,637$1.76M0.27%-2,30313F-HRTimelineGroup
B&D White Capital Company, LLC67,881$1.75M0.22%+4,21213F-HRTimeline
CGN Advisors LLC67,767$1.74M0.14%-1,00713F-HRTimeline
Main Street Group, LTD67,039$1.72M0.5%-1,72913F-HRTimeline
Eley Financial Management, Inc66,821$1.72M0.62%-2,68213F-HRTimeline
S.A. Mason LLC66,765$1.72M0.76%+6513F-HRTimeline
FSM Wealth Advisors, LLC66,681$1.71M0.24%+6313F-HRTimeline
LexAurum Advisors, LLC66,332$1.71M0.24%-33,70813F-HRTimeline
BSW Wealth Partners66,151$1.7M0.21%-2,67413F-HRTimeline
Qube Research & Technologies Ltd65,798$1.69M<0.01%+54,85813F-HRTimeline
RKL Wealth Management LLC64,737$1.66M0.14%-82613F-HRTimeline
Western Wealth Management, LLC64,053$1.65M0.09%-1,10513F-HRTimeline
Missouri Trust & Investment Co63,990$1.65M0.49%-2013F-HRTimeline
EARNED WEALTH ADVISORS, LLC63,925$1.64M0.27%-613F-HRTimeline
Financial Futures Ltd Liability Co.63,634$1.64M0.79%+6,29013F-HRTimeline
SVB WEALTH LLC63,490$1.63M0.09%-1,40013F-HRTimeline
Strategic Wealth Partners, Ltd.62,856$1.62M0.12%+62,80813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT62,124$1.6M0.11%-4,82513F-HRTimeline
Advisory Services Network, LLC62,096$1.6M0.02%+2,06713F-HRTimeline
Everstar Asset Management, LLC62,023$1.59M0.9%-99613F-HRTimeline
Disciplined Investments, LLC61,871$1.59M0.63%013F-HRTimeline
PRIVATE TRUST CO NA61,310$1.58M0.14%+72613F-HRTimeline
REDW Wealth LLC61,163$1.57M0.59%-14613F-HRTimeline
STALEY CAPITAL ADVISERS INC60,653$1.56M0.06%-6013F-HRTimeline
SpringVest Wealth Management LLC60,247$1.55M1.14%+12,69513F-HRTimeline
Bogart Wealth, LLC60,176$1.55M0.06%+7313F-HRTimeline
BAILARD, INC.60,158$1.55M0.03%-3,23013F-HRTimeline
Steward Partners Investment Advisory, L…59,890$1.54M0.01%+27,89013F-HRTimeline
Fonville Wealth Management LLC58,915$1.51M0.34%-2,22113F-HRTimeline
Larson Financial Group LLC58,059$1.49M0.05%-5,35513F-HRTimeline
Belvedere Trading LLC57,954$1.49M0.12%+7,00013F-HRTimeline
Wealth Architects, LLC57,845$1.49M0.14%-1,54713F-HRTimeline
MGO ONE SEVEN LLC57,650$1.48M0.03%-1,56113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.55,786$1.48M0.71%-10,37813F-HRTimeline
Integrated Advisors Network LLC57,460$1.48M0.06%-6,55713F-HRTimeline
Signature Resources Capital Management,…57,452$1.48M0.81%-13013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC57,249$1.47M0.83%013F-HRTimeline
Morling Financial Advisors, LLC57,069$1.47M0.49%-74613F-HRTimeline
Guardian Wealth Management, Inc.57,007$1.47M0.87%-1,61413F-HRTimeline
D.A. DAVIDSON & CO.56,646$1.46M0.01%+1,03213F-HRTimeline
Farrow Financial, Inc.56,612$1.46M0.84%+17,82013F-HRTimeline
VERITY Wealth Advisors56,088$1.44M0.91%013F-HRTimeline
Brookwood Investment Group LLC55,948$1.44M0.19%-2,66313F-HRTimeline
PDS Planning, Inc55,627$1.43M0.1%+3713F-HRTimeline
Acorn Wealth Advisors, LLC55,330$1.42M0.45%+5,13613F-HRTimeline
CoreCap Advisors, LLC55,171$1.42M0.05%-27413F-HRTimeline
Ullmann Wealth Partners Group, LLC55,028$1.41M0.15%013F-HRTimeline
Freedom Financial Partners LLC54,793$1.41M0.54%-1,76013F-HRTimeline
RMG Wealth Management LLC54,525$1.41M0.2%+1,14613F-HRTimeline
TRUST CO OF VERMONT54,678$1.41M0.06%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC54,623$1.4M0.55%-2,86413F-HRTimeline
Avantax Planning Partners, Inc.54,012$1.39M0.04%-5,07513F-HRTimeline
Shorepoint Capital Partners LLC53,664$1.38M0.27%13F-HRTimeline
Seascape Capital Management53,633$1.38M0.4%+2,01413F-HRTimeline
Pasadena Private Wealth, LLC53,299$1.37M0.2%-1,28713F-HRTimeline
Clark Asset Management, LLC53,257$1.37M0.16%+6313F-HRTimeline
Attessa Capital LLC53,143$1.37M0.81%-8713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,884$1.36M0.02%+1,38213F-HRTimelineGroup
World Investment Advisors52,519$1.35M0.03%+73013F-HRTimeline
Independent Advisor Alliance52,468$1.35M0.04%-2,29113F-HRTimeline
Physician Wealth Solutions Inc.52,448$1.35M0.59%-2513F-HRTimeline
Warm Springs Advisors Inc.52,180$1.34M1.02%new13F-HRTimeline
Grant Street Asset Management, Inc.51,435$1.32M0.28%-3813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding49,846$1.31M+263Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50,881$1.31M0.05%+43,87613F-HRTimelineGroup
Envision Financial LLC50,703$1.3M0.75%-4813F-HRTimeline
Pinnacle Family Advisors, LLC50,529$1.3M0.57%-1,24613F-HRTimeline
Keebeck Wealth Management49,969$1.28M0.15%+713F-HRTimeline
Lionshead Wealth Management, LLC48,786$1.25M0.99%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…48,783$1.25M0.24%-35613F-HRTimeline
Hurley Capital, LLC48,598$1.25M0.7%+14013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC48,458$1.25M0.31%-3,93413F-HRTimeline
W.H. Cornerstone Investments Inc.48,094$1.24M0.75%+1213F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …47,451$1.22M0.69%+13313F-HRTimeline
Carnegie Investment Counsel47,421$1.22M0.02%+27113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.47,253$1.21M0.26%-5813F-HRTimeline
Smith & Howard Wealth Management, LLC47,036$1.21M0.28%-37513F-HRTimeline
Penobscot Investment Management Company…46,920$1.21M0.09%-2,64013F-HRTimeline
Midwest Financial Group LLC46,768$1.2M0.57%+13513F-HRTimeline
Wealthstream Advisors, Inc.45,903$1.18M0.18%+6,04013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45,722$1.18M0.1%013F-HRTimelineGroup
FineMark National Bank & Trust45,552$1.17M0.04%-4,20013F-HRTimeline
L.K. Benson & Company, P.C.45,285$1.16M0.63%+57013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd45,158$1.16M0.01%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC44,952$1.16M0.22%+1,33813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC44,622$1.15M0.08%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC44,525$1.14M0.13%-6,71513F-HRTimeline
OARSMAN CAPITAL, INC.44,438$1.14M0.16%+3,26413F-HRTimeline
Plancorp, LLC44,252$1.14M0.04%-1,15113F-HRTimeline
Oakwell Private Wealth Management, LLC44,173$1.14M0.23%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smith Salley Wealth Management43,968$1.13M0.06%-4,76013F-HRTimeline
Colorado Capital Management, Inc.43,305$1.11M0.43%+25213F-HRTimeline
Vestmark Advisory Solutions, Inc.43,114$1.11M0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC43,114$1.11M0.08%+42,66213F-HRTimeline
Twelve Points Wealth Management LLC42,718$1.1M0.27%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,503$1.09M0.03%+6,76013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC42,339$1.09M0.38%+19213F-HRTimeline
Mengis Capital Management, Inc.42,246$1.09M0.21%+3513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC42,217$1.09M0.04%-1,60413F-HRTimeline
Fulcrum Equity Management42,121$1.08M1.1%+31613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,916$1.08M0.01%+20313F-HRTimelineGroup
Soltis Investment Advisors LLC41,817$1.08M0.07%+9013F-HRTimeline
Eaton Financial Holdings Company, LLC41,648$1.07M0.3%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC41,055$1.06M0.12%+3,11713F-HRTimeline
Capital Advisors, Ltd. LLC40,927$1.05M0.12%+55513F-HRTimeline
BLB&B Advisors, LLC40,894$1.05M0.05%+3,98613F-HRTimeline
Altus Wealth Group LLC40,845$1.05M0.43%new13F-HRTimeline
Summit Place Financial Advisors, LLC40,789$1.05M0.49%+42513F-HRTimeline
Cornerstone Capital, Inc.40,678$1.05M0.1%new13F-HRTimeline