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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,307 managers (1,317 13F filers) reported a position in SCHB shares at 2025-12-31, 478,349,293 shares in all. 72 filers opened a position and 37 filers sold out during the quarter.

Managers
1,307
13F filers
1,317
New
72
Added
485
Reduced
472
Sold out
37
Shares held by filers
478,349,293

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CONSULATE, INC110,723$2.9M0.4%-9,48713F-HRTimeline
Ausdal Financial Partners, Inc.109,825$2.88M0.13%+1,83413F-HRTimeline
FAS Wealth Partners, Inc.109,644$2.88M0.19%-14,65913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC109,568$2.87M0.1%-1,97613F-HRTimeline
NewEdge Wealth, LLC109,249$2.87M0.03%+26,59813F-HRTimeline
Kastel Capital Advisors, LLC109,220$2.86M1.76%13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…108,848$2.86M0.06%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC108,309$2.84M0.16%+8,08213F-HRTimelineGroup
Integrated Wealth Concepts LLC107,465$2.82M0.03%-97,60213F-HRTimeline
Gleason Group, Inc.107,191$2.81M0.28%+23213F-HRTimeline
YHB Investment Advisors, Inc.105,525$2.77M0.19%+50713F-HRTimeline
Elser Financial Planning, Inc105,347$2.76M2%013F-HRTimeline
SJBENEN ADVISORY, LLC105,143$2.76M2.84%13F-HRTimeline
RWA WEALTH PARTNERS, LLC104,766$2.75M0.03%+19513F-HRTimeline
Ironwood Wealth Management, LLC.103,931$2.73M0.8%-1,33913F-HRTimeline
waypoint wealth counsel103,308$2.71M0.99%+82113F-HRTimeline
Boltwood Capital Management103,306$2.71M0.7%-2,44413F-HRTimeline
Foster Group, Inc.102,870$2.7M0.08%+1,33713F-HRTimeline
Red Tortoise LLC102,173$2.68M1.15%+18413F-HRTimeline
Values Added Financial LLC101,394$2.66M1.12%-40713F-HRTimeline
OPTIMA CAPITAL LLC101,151$2.65M1.15%+1,80813F-HRTimeline
Noble Family Wealth, LLC101,128$2.65M0.56%-60013F-HRTimeline
Jackson Hole Capital Partners, LLC99,449$2.61M0.45%-3,98213F-HRTimeline
Wealthspire Retirement, LLC99,354$2.61M0.16%-47513F-HRTimeline
Segment Wealth Management, LLC98,804$2.59M0.15%-1,12013F-HRTimeline
Mason & Associates, LLC97,031$2.55M0.58%-6,13113F-HRTimeline
Csenge Advisory Group97,000$2.54M0.12%-14413F-HRTimeline
BOK Financial Private Wealth, Inc.96,572$2.53M0.16%013F-HRTimeline
MATHER GROUP, LLC.96,352$2.53M0.03%-1,17613F-HRTimeline
Great Waters Wealth Management95,714$2.51M0.28%-1,45913F-HRTimeline
Dorato Capital Management93,710$2.5M1.88%13F-HRTimeline
Asset Management Group, Inc.95,203$2.5M0.4%-22313F-HRTimeline
Prestige Wealth Management Group LLC95,176$2.5M0.48%-17113F-HRTimeline
Essex LLC94,494$2.48M0.44%-1,26813F-HRTimeline
Advisory Alpha, LLC93,827$2.46M0.07%+5,58013F-HRTimeline
Indivisible Partners93,765$2.46M0.27%13F-HRTimeline
Axos Invest Inc.93,359$2.45M1.8%-34,21713F-HRTimeline
Midwest Capital Advisors, LLC92,114$2.42M1.16%+8,08413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers92,030$2.41M<0.01%+15,76013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…91,991$2.41M0.01%-76713F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO90,890$2.38M0.48%+68713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC90,729$2.38M0.05%+1,81513F-HRTimelineGroup
Souders Financial Advisors90,645$2.38M0.27%-1,93513F-HRTimeline
Geometric Wealth Advisors90,371$2.37M0.3%-37913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC90,180$2.37M1.29%+1,44413F-HRTimeline
Prospera Financial Services Inc89,480$2.35M0.04%+3,22313F-HRTimeline
SOL Capital Management CO89,028$2.33M0.21%+99213F-HRTimeline
Modera Wealth Management, LLC88,367$2.32M0.03%-12,95013F-HRTimeline
Texas Yale Capital Corp.88,351$2.32M0.07%013F-HRTimeline
Weaver Capital Management LLC88,273$2.32M0.49%-1,285,59813F-HRTimeline
HOWE & RUSLING INC88,192$2.31M0.15%+5813F-HRTimeline
Barden Capital Management, Inc.87,594$2.3M1.89%+4,07713F-HRTimeline
AMI INVESTMENT MANAGEMENT INC87,278$2.29M0.51%-2,43513F-HRTimeline
Operose Advisors LLC87,261$2.29M0.53%+27213F-HRTimeline
Financial Futures Ltd Liability Co.86,675$2.27M1.05%+23,04113F-HRTimeline
Perigon Wealth Management, LLC86,675$2.27M0.04%+6,88013F-HRTimeline
Bigelow Investment Advisors, LLC86,442$2.27M0.89%-79613F-HRTimeline
Financial Management Professionals, Inc.86,079$2.26M0.23%-4,14813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC85,953$2.25M0.19%-47513F-HRTimeline
Hendershot Investments Inc.85,716$2.25M0.29%+1,65513F-HRTimeline
SpringVest Wealth Management LLC85,577$2.24M1.56%+25,33013F-HRTimeline
ARK & TLK INVESTMENTS, LLC85,347$2.24M0.62%-22213F-HRTimeline
Abacus Planning Group, Inc.85,295$2.24M0.3%-1,13413F-HRTimeline
Van Cleef Asset Management,Inc84,793$2.22M0.23%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp84,066$2.21M<0.01%+29013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD84,038$2.2M0.03%+28913F-HRTimeline
D'Orazio & Associates, Inc.83,720$2.2M0.28%+1,97513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,613$2.19M<0.01%+78913F-HRTimelineGroup
Farrow Financial, Inc.83,285$2.18M1.26%+26,67313F-HRTimeline
WEIK CAPITAL MANAGEMENT82,105$2.15M0.81%-6,89013F-HRTimeline
First National Bank of Mount Dora, Trus…81,939$2.15M0.47%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC81,859$2.15M0.06%+4,81213F-HRTimeline
TRUST CO OF VERMONT81,336$2.13M0.09%+26,65813F-HRTimeline
CAPITAL ADVISORS INC/OK80,962$2.12M0.03%+813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.80,625$2.11M<0.01%-48,75013F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)80,556$2.11M0.7%-34313F-HRTimeline
Adams Wealth Management80,326$2.11M0.45%-7,90113F-HRTimeline
CacheTech Inc.80,326$2.11M0.39%-7,90113F-HRTimeline
ASPIRIANT, LLC79,715$2.09M0.06%+1,87513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding77,912$2.04M-181Timeline
Kera Capital Partners, Inc.76,533$2.04M0.25%013F-HRTimeline
Modus Advisors, LLC77,284$2.03M0.53%013F-HRTimeline
Regent Peak Wealth Advisors LLC77,261$2.03M0.4%+213F-HRTimeline
Callahan Advisors, LLC77,229$2.03M0.17%-1,10913F-HRTimeline
Exchange Bank77,100$2.02M1.4%-25013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED75,725$2M0.14%-4,67613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA76,210$2M0.01%13F-HRTimelineGroup
Pure Financial Advisors, LLC76,014$1.99M0.03%+27313F-HRTimeline
Peachtree Investment Partners, LLC75,941$1.99M0.66%+3,10313F-HRTimeline
One Capital Management, LLC75,520$1.98M0.06%-4,83613F-HRTimeline
IHT Wealth Management, LLC75,276$1.97M0.05%+4,20213F-HRTimeline
Selective Wealth Management, Inc.73,712$1.97M0.62%013F-HRTimeline
SteelPeak Wealth, LLC74,909$1.96M0.06%+48,89313F-HRTimeline
Curi Capital, LLC74,498$1.95M0.03%-1,35113F-HRTimeline
Luminvest Wealth Management LLC74,431$1.95M0.54%+3,45313F-HRTimeline
WFA of San Diego, LLC74,106$1.94M1.42%-2,24413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC73,415$1.93M0.24%+22513F-HRTimeline
Clear Retirement Advice LLC71,659$1.89M1.47%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC72,016$1.89M0.09%+1,37913F-HRTimeline
Sanctuary Advisors, LLC71,654$1.88M0.01%-4,33613F-HRTimeline
Redhawk Wealth Advisors, Inc.71,006$1.86M0.21%-23,38013F-HRTimeline
MML INVESTORS SERVICES, LLC70,776$1.86M<0.01%+1,30113F-HRTimeline
Fiduciary Group, LLC70,587$1.85M0.16%+1,21613F-HRTimeline
Nicholas Hoffman & Company, LLC.70,228$1.84M0.04%-2,65813F-HRTimeline
Newman Dignan & Sheerar, Inc.70,069$1.84M0.38%+30513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…69,231$1.82M0.63%-2,02713F-HRTimeline
Gradient Capital Advisors, LLC69,226$1.82M0.47%-7,08813F-HRTimeline
North Forty Two & Co.68,992$1.81M1.71%+32613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.18,551$1.8M0.88%new13F-HRTimeline
Eley Financial Management, Inc68,075$1.79M0.64%+1,25413F-HRTimeline
NorthCoast Asset Management LLC68,062$1.79M0.04%-1,346,76613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…67,978$1.78M0.26%-65913F-HRTimelineGroup
Steward Partners Investment Advisory, L…67,800$1.78M0.01%+7,91013F-HRTimeline
EARNED WEALTH ADVISORS, LLC67,231$1.76M0.13%+3,30613F-HR/ATimeline
CGN Advisors LLC67,196$1.76M0.14%-57113F-HRTimeline
S.A. Mason LLC67,130$1.76M0.7%+36513F-HRTimeline
Creegan & Nassoura Financial Group, LLC67,120$1.76M1.14%-4,30013F-HRTimeline
Main Street Group, LTD66,873$1.75M0.6%-16613F-HRTimeline
FSM Wealth Advisors, LLC66,749$1.75M0.24%+6813F-HRTimeline
Composition Wealth, LLC66,445$1.74M0.02%+37,62513F-HRTimeline
Value Investment Professionals, LLC65,931$1.73M1.81%13F-HRTimeline
RKL Wealth Management LLC65,854$1.73M0.14%+1,11713F-HRTimeline
STALEY CAPITAL ADVISERS INC65,381$1.71M0.07%+4,72813F-HRTimeline
MGO ONE SEVEN LLC65,331$1.71M0.03%+7,68113F-HRTimeline
Missouri Trust & Investment Co63,990$1.68M0.49%013F-HRTimeline
BSW Wealth Partners63,593$1.67M0.2%-2,55813F-HRTimeline
Western Wealth Management, LLC63,290$1.66M0.08%-76313F-HRTimeline
HUB Investment Partners, LLC62,526$1.64M0.04%-17,17213F-HRTimeline
J.W. COLE ADVISORS, INC.69,146$1.64M0.04%-2,44413F-HRTimeline
Blossom Wealth Management61,795$1.62M2.68%-7,19513F-HRTimeline
W.H. Cornerstone Investments Inc.61,637$1.62M0.97%+13,54313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC61,200$1.61M0.2%new13F-HRTimeline
REDW Wealth LLC61,163$1.6M0.61%013F-HRTimeline
PRIVATE TRUST CO NA61,152$1.6M0.14%-15813F-HRTimeline
Advisory Services Network, LLC60,945$1.6M0.02%-1,15113F-HRTimeline
Everstar Asset Management, LLC60,520$1.59M0.85%-1,50313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT60,315$1.58M0.1%-1,80913F-HRTimeline
Bogart Wealth, LLC59,003$1.55M0.06%-1,17313F-HRTimeline
BAILARD, INC.58,808$1.54M0.03%-1,35013F-HRTimeline
Larson Financial Group LLC57,971$1.52M0.05%-8813F-HRTimeline
Northern Lights Advisors, Inc.57,447$1.51M1.03%13F-HRTimeline
Signature Resources Capital Management,…57,276$1.5M0.76%-17613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC57,249$1.5M0.82%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding55,815$1.49M+5,969Timeline
Wealth Architects, LLC56,957$1.49M0.13%-88813F-HRTimeline
Morling Financial Advisors, LLC56,892$1.49M0.47%-17713F-HRTimeline
RMG Wealth Management LLC55,960$1.49M0.19%+1,43513F-HRTimeline
VERITY Wealth Advisors56,088$1.47M0.91%013F-HRTimeline
World Investment Advisors56,031$1.47M0.02%+3,51213F-HR/ATimeline
FLOW TRADERS U.S. LLC55,976$1.47M0.05%new13F-HRTimeline
Fonville Wealth Management LLC55,764$1.46M0.3%-3,15113F-HRTimeline
Brookwood Investment Group LLC55,672$1.46M0.18%-27613F-HRTimeline
Integrated Advisors Network LLC55,608$1.46M0.06%-1,85213F-HRTimeline
Guardian Wealth Management, Inc.55,462$1.45M0.85%-1,54513F-HRTimeline
Ullmann Wealth Partners Group, LLC55,028$1.45M0.15%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,931$1.44M0.02%+2,04713F-HRTimelineGroup
D.A. DAVIDSON & CO.54,868$1.44M0.01%-1,77813F-HRTimeline
Provident Living Financial Services, In…54,772$1.44M1.41%13F-HRTimeline
Freedom Financial Partners LLC54,677$1.43M0.52%-11613F-HRTimeline
CoreCap Advisors, LLC54,280$1.42M0.05%-89113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.54,221$1.42M0.66%-1,56513F-HRTimeline
PDS Planning, Inc54,121$1.42M0.09%-1,50613F-HRTimeline
Foundations Investment Advisors, LLC53,548$1.4M0.02%+23,03613F-HRTimeline
Avantax Planning Partners, Inc.53,540$1.4M0.04%-47213F-HRTimeline
Pasadena Private Wealth, LLC52,916$1.39M0.19%-38313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC52,699$1.38M0.52%-1,92413F-HRTimeline
Smartleaf Asset Management LLC52,276$1.38M0.05%+19,56013F-HRTimeline
Seascape Capital Management52,033$1.36M0.39%-1,60013F-HRTimeline
Attessa Capital LLC52,022$1.36M0.75%-1,12113F-HRTimeline
Grant Street Asset Management, Inc.52,011$1.36M0.27%+57613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC51,232$1.34M0.24%+6,28013F-HRTimeline
Acorn Wealth Advisors, LLC51,012$1.34M0.4%-4,31813F-HRTimeline
Physician Wealth Solutions Inc.50,619$1.33M0.56%-1,82913F-HRTimeline
Envision Financial LLC50,565$1.33M0.7%-13813F-HRTimeline
Keebeck Wealth Management49,980$1.31M0.15%+1113F-HRTimeline
SVB WEALTH LLC49,768$1.31M0.08%-13,72213F-HRTimeline
Hurley Capital, LLC49,604$1.3M0.73%+1,00613F-HRTimeline
KLCM Advisors, Inc.49,359$1.29M0.11%new13F-HRTimeline
Cornerstone Planning, LLC48,984$1.28M0.3%13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…48,530$1.27M0.22%-25313F-HRTimeline
Greenspring Advisors, LLC48,080$1.26M0.08%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,798$1.25M0.05%-3,08313F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …47,595$1.25M0.68%+14413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.47,356$1.24M0.26%+10313F-HRTimeline
Penobscot Investment Management Company…46,920$1.23M0.09%013F-HRTimeline
Midwest Financial Group LLC46,872$1.23M0.54%+10413F-HRTimeline
Westwood Wealth Management46,656$1.22M0.92%new13F-HRTimeline
Lionshead Wealth Management, LLC46,656$1.22M0.92%-2,13013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45,722$1.2M0.09%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.45,560$1.2M0.16%+1,12213F-HRTimeline
FineMark National Bank & Trust45,552$1.19M0.04%013F-HRTimeline
Smith & Howard Wealth Management, LLC45,488$1.19M0.27%-1,54813F-HRTimeline
Tandem Investment Partners LLC45,467$1.19M1.01%+5,89413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,283$1.19M0.01%+3,36713F-HRTimelineGroup
L.K. Benson & Company, P.C.45,224$1.19M0.6%-6113F-HRTimeline
Pinnacle Family Advisors, LLC45,155$1.18M0.52%-5,37413F-HRTimeline
MCF Advisors LLC45,086$1.18M0.07%+14,83613F-HRTimeline
McCarthy Asset Management, Inc.44,647$1.17M0.61%-43,16813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…44,470$1.17M0.03%new13F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC44,352$1.16M0.4%+2,01313F-HRTimeline