Skip to content
Disclosery

SCHB SCHWAB STRATEGIC TR

Follow

SHS (fund)

1,313 managers (1,324 13F filers) reported a position in SCHB shares at 2026-03-31, 598,784,878 shares in all. 75 filers opened a position and 68 filers sold out during the quarter.

Managers
1,313
13F filers
1,324
New
75
Added
521
Reduced
487
Sold out
68
Shares held by filers
598,784,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CONSULATE, INC106,928$2.68M0.33%-3,79513F-HRTimeline
RVW Wealth, LLC106,830$2.68M0.21%-29,03213F-HRTimeline
Farrow Financial, Inc.106,388$2.67M1.52%+23,10313F-HRTimeline
Wealth Group Ltd105,459$2.65M0.6%-5,59513F-HRTimeline
YHB Investment Advisors, Inc.105,412$2.65M0.19%-11313F-HRTimeline
Elser Financial Planning, Inc104,795$2.63M0.13%-55213F-HRTimeline
Wilkins Miller Wealth Management, LLC104,394$2.62M1.59%-11,52613F-HRTimeline
RWA WEALTH PARTNERS, LLC104,195$2.62M0.03%-57113F-HRTimeline
Western Wealth Management, LLC103,898$2.61M0.1%+40,60813F-HR/ATimeline
ZWJ INVESTMENT COUNSEL INC103,638$2.6M0.09%-5,93013F-HRTimeline
OPTIMA CAPITAL LLC103,050$2.59M1.2%+1,89913F-HRTimeline
Midwest Capital Advisors, LLC102,911$2.58M1.21%+10,79713F-HRTimeline
American Investment Services, Inc.102,885$2.58M0.58%-11,72613F-HRTimeline
Boltwood Capital Management102,795$2.58M0.66%-51113F-HRTimeline
Ironwood Wealth Management, LLC.101,737$2.55M0.73%-2,19413F-HRTimeline
Values Added Financial LLC101,399$2.55M1.07%+513F-HRTimeline
Dorato Capital Management97,061$2.54M1.87%+3,35113F-HRTimeline
Independent Advisor Alliance100,725$2.53M0.03%-89,65713F-HRTimeline
Wealthspire Retirement, LLC100,362$2.52M0.15%+1,00813F-HRTimeline
Elm Partners Management LLC103,002$2.51M0.11%-270,20313F-HRTimeline
Noble Family Wealth, LLC99,349$2.49M0.51%-1,77913F-HR/ATimeline
WEST PACES ADVISORS INC.98,628$2.48M0.48%-22,63513F-HRTimeline
Csenge Advisory Group98,431$2.47M0.11%+1,43113F-HRTimeline
Jackson Hole Capital Partners, LLC98,358$2.47M0.41%-1,09113F-HRTimeline
Red Tortoise LLC98,340$2.47M1.04%-3,83313F-HRTimeline
Segment Wealth Management, LLC97,666$2.45M0.14%-1,13813F-HRTimeline
Mason & Associates, LLC97,029$2.44M0.56%-213F-HRTimeline
Prospera Financial Services Inc96,864$2.43M0.04%+7,38413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA96,691$2.43M0.01%+20,48113F-HRTimelineGroup
Financial Futures Ltd Liability Co.96,394$2.42M1.06%+9,71913F-HRTimeline
Great Waters Wealth Management95,262$2.39M0.25%-45213F-HRTimeline
Essex LLC94,306$2.37M0.42%-18813F-HRTimeline
MATHER GROUP, LLC.94,111$2.36M0.02%-2,24113F-HRTimeline
BOK Financial Private Wealth, Inc.93,707$2.35M0.14%-2,86513F-HRTimeline
Indivisible Partners92,333$2.32M0.21%-1,43213F-HRTimeline
One Capital Management, LLC91,802$2.3M0.06%+16,28213F-HRTimeline
HOLDERNESS INVESTMENTS CO91,688$2.3M0.46%+79813F-HRTimeline
Asset Management Group, Inc.91,489$2.3M0.37%-3,71413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC91,415$2.29M0.05%+68613F-HRTimelineGroup
Operose Advisors LLC91,062$2.29M0.53%+3,80113F-HRTimeline
FAS Wealth Partners, Inc.90,838$2.28M0.14%-18,80613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC90,582$2.27M0.18%-41,35413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC90,299$2.27M1.23%+11913F-HR/ATimeline
Spectrum Asset Management, Inc. (NB/CA)89,859$2.26M0.72%+9,30313F-HRTimeline
SpringVest Wealth Management LLC89,541$2.25M1.54%+3,96413F-HRTimeline
Geometric Wealth Advisors89,306$2.24M0.28%-1,06513F-HRTimeline
Perigon Wealth Management, LLC88,794$2.23M0.04%+2,11913F-HRTimeline
Texas Yale Capital Corp.88,351$2.22M0.06%013F-HRTimeline
Weaver Capital Management LLC88,190$2.21M0.48%-8313F-HRTimeline
Modera Wealth Management, LLC88,060$2.21M0.03%-30713F-HRTimeline
Prestige Wealth Management Group LLC88,047$2.21M0.43%-7,12913F-HRTimeline
Hendershot Investments Inc.87,244$2.19M0.29%+1,52813F-HRTimeline
GM Advisory Group, LLC86,934$2.18M0.08%new13F-HRTimeline
PINNACLE ASSOCIATES LTD86,806$2.18M0.03%+2,76813F-HRTimeline
Nicholas Hoffman & Company, LLC.86,775$2.18M0.05%+16,54713F-HRTimeline
Callahan Advisors, LLC86,689$2.18M0.18%+9,46013F-HRTimeline
Orion Porfolio Solutions, LLC86,460$2.17M0.02%-75,58613F-HRTimeline
AMI INVESTMENT MANAGEMENT INC85,987$2.16M0.49%-1,29113F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC85,557$2.15M0.17%-39613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers85,169$2.14M<0.01%-6,86113F-HRTimelineGroup
Financial Management Professionals, Inc.85,074$2.14M0.24%-1,00513F-HRTimeline
WEIK CAPITAL MANAGEMENT85,055$2.13M0.85%+2,95013F-HRTimeline
Barden Capital Management, Inc.84,982$2.13M1.82%-2,61213F-HRTimeline
HOWE & RUSLING INC84,967$2.13M0.14%-3,22513F-HRTimeline
NewEdge Wealth, LLC84,469$2.12M0.03%-24,78013F-HRTimeline
D'Orazio & Associates, Inc.83,729$2.1M0.27%+913F-HRTimeline
CX Institutional83,701$2.1M0.06%-44,44313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.83,157$2.09M<0.01%-45613F-HRTimelineGroup
First National Bank of Mount Dora, Trus…83,063$2.08M0.45%+1,12413F-HRTimeline
QUADRANT CAPITAL GROUP LLC82,896$2.08M0.06%+1,03713F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…82,841$2.08M0.01%-9,15013F-HRTimelineGroup
Adams Wealth Management82,652$2.07M0.46%+2,32613F-HRTimeline
CacheTech Inc.82,652$2.07M0.4%+2,32613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC82,559$2.07M0.1%+10,54313F-HRTimeline
CAPITAL ADVISORS INC/OK82,473$2.07M0.03%+1,51113F-HRTimeline
Selective Wealth Management, Inc.73,712$2.02M0.6%013F-HRTimeline
NorthCrest Asset Manangement, LLC79,529$2.01M0.06%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp80,042$2.01M<0.01%-4,02413F-HRTimelineGroup
Clear Retirement Advice LLC79,917$2.01M1.57%+8,25813F-HRTimeline
ASPIRIANT, LLC79,715$2M0.06%013F-HRTimeline
Van Cleef Asset Management,Inc79,668$2M0.22%-5,12513F-HRTimeline
Souders Financial Advisors79,638$2M0.23%-11,00713F-HRTimeline
IHT Wealth Management, LLC78,389$1.97M0.05%+3,11313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…78,000$1.96M0.13%new13F-HRTimeline
Regent Peak Wealth Advisors LLC77,692$1.95M0.4%+43113F-HRTimeline
Kera Capital Partners, Inc.77,572$1.95M0.24%+1,03913F-HRTimeline
Modus Advisors, LLC76,678$1.92M0.53%-60613F-HRTimeline
Exchange Bank76,500$1.92M1.33%-60013F-HRTimeline
SJBENEN ADVISORY, LLC76,428$1.92M1.6%-28,71513F-HRTimeline
Arkadios Wealth Advisors75,144$1.89M0.03%+35,82913F-HRTimeline
Curi Capital, LLC75,122$1.89M0.03%+62413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC74,975$1.88M0.1%-65,18313F-HRTimeline
Pure Financial Advisors, LLC74,647$1.87M0.03%-1,36713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…74,568$1.87M0.02%+19,63713F-HRTimelineGroup
Luminvest Wealth Management LLC74,021$1.86M0.49%-41013F-HRTimeline
Fisher Asset Management, LLC73,863$1.85M<0.01%+61,91313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC73,715$1.85M0.28%+30013F-HRTimeline
Bigelow Investment Advisors, LLC73,080$1.83M0.73%-13,36213F-HRTimeline
Sanctuary Advisors, LLC71,908$1.8M0.01%+25413F-HRTimeline
SteelPeak Wealth, LLC71,391$1.79M0.06%-3,51813F-HRTimeline
World Investment Advisors70,631$1.77M0.03%+14,60013F-HRTimeline
Newman Dignan & Sheerar, Inc.69,974$1.76M0.37%-9513F-HRTimeline
Redhawk Wealth Advisors, Inc.69,952$1.76M0.19%-1,05413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED69,915$1.75M0.13%-5,81013F-HRTimeline
Axos Invest Inc.69,850$1.75M1.33%-23,50913F-HRTimeline
WFA of San Diego, LLC69,642$1.75M1.4%-4,46413F-HRTimeline
Gradient Capital Advisors, LLC69,550$1.75M0.45%+32413F-HRTimeline
North Forty Two & Co.69,099$1.73M1.6%+10713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding68,831$1.73M+55,829Timeline
Fiduciary Group, LLC68,702$1.72M0.15%-1,88513F-HRTimeline
Eley Financial Management, Inc68,231$1.71M0.62%+15613F-HR/ATimeline
Bogart Wealth, LLC68,100$1.71M0.07%+9,09713F-HRTimeline
DIVERSIFIED TRUST CO68,076$1.71M0.03%+31,72813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…67,977$1.71M0.25%-113F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…67,823$1.7M0.58%-1,40813F-HRTimeline
CMH Wealth Management LLC67,270$1.69M0.29%new13F-HRTimeline
NorthCoast Asset Management LLC67,263$1.69M0.04%-79913F-HRTimeline
Sunpointe, LLC67,012$1.68M0.55%+34,39813F-HRTimeline
waypoint wealth counsel66,985$1.68M0.87%-36,32313F-HRTimeline
S.A. Mason LLC66,845$1.68M0.63%-28513F-HRTimeline
FSM Wealth Advisors, LLC66,819$1.68M0.22%+7013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding61,082$1.68M+5,267Timeline
Missouri Trust & Investment Co65,645$1.65M0.48%+1,65513F-HRTimeline
CGN Advisors LLC65,359$1.64M0.13%-1,83713F-HRTimeline
Vestmark Advisory Solutions, Inc.64,507$1.62M0.02%+54,26513F-HRTimeline
MGO ONE SEVEN LLC64,223$1.61M0.03%-1,10813F-HRTimeline
Blossom Wealth Management64,166$1.61M2.39%+2,37113F-HRTimeline
PRIVATE TRUST CO NA63,513$1.59M0.14%+2,36113F-HRTimeline
BSW Wealth Partners63,496$1.59M0.19%-9713F-HRTimeline
Abacus Planning Group, Inc.63,216$1.59M0.21%-22,07913F-HRTimeline
Steward Partners Investment Advisory, L…62,979$1.58M0.01%-4,82113F-HRTimeline
RKL Wealth Management LLC62,923$1.58M0.14%-2,93113F-HRTimeline
Advisory Services Network, LLC62,672$1.57M0.02%+1,72713F-HRTimeline
LexAurum Advisors, LLC62,541$1.57M0.2%13F-HRTimeline
Envision Financial LLC62,212$1.56M0.84%+11,64713F-HRTimeline
Lionshead Wealth Management, LLC61,656$1.55M1.14%+15,00013F-HRTimeline
EARNED WEALTH ADVISORS, LLC61,451$1.54M0.1%-5,78013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC61,200$1.54M0.2%013F-HRTimeline
REDW Wealth LLC61,041$1.53M0.61%-12213F-HRTimeline
Smartleaf Asset Management LLC62,775$1.53M0.06%+10,49913F-HRTimeline
HUB Investment Partners, LLC59,609$1.5M0.04%-2,91713F-HRTimeline
HRT FINANCIAL LP59,137$1.48M<0.01%new13F-HRTimeline
Everstar Asset Management, LLC58,964$1.48M0.79%-1,55613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…58,736$1.47M<0.01%+18,39813F-HRTimelineGroup
Wealth Architects, LLC58,610$1.47M0.13%+1,65313F-HRTimeline
Composition Wealth, LLC58,228$1.46M0.02%-8,21713F-HRTimeline
D.A. DAVIDSON & CO.57,812$1.45M0.01%+2,94413F-HRTimeline
Northern Lights Advisors, Inc.57,455$1.44M0.98%+813F-HRTimeline
Main Street Group, LTD57,384$1.44M0.42%-9,48913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC57,249$1.44M0.75%013F-HRTimeline
Signature Resources Capital Management,…57,176$1.44M0.68%-10013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK56,802$1.43M0.01%+44,12713F-HRTimelineGroup
RMG Wealth Management LLC50,005$1.42M0.16%-5,95513F-HRTimeline
Larson Financial Group LLC56,582$1.42M0.05%-1,38913F-HRTimeline
BAILARD, INC.56,274$1.41M0.03%-2,53413F-HRTimeline
Foundations Investment Advisors, LLC55,500$1.39M0.02%+1,95213F-HRTimeline
CoreCap Advisors, LLC55,425$1.39M0.05%+1,14513F-HRTimeline
Brookwood Investment Group LLC55,366$1.39M0.18%-30613F-HRTimeline
Morling Financial Advisors, LLC55,361$1.39M0.43%-1,53113F-HRTimeline
Ullmann Wealth Partners Group, LLC55,028$1.38M0.14%013F-HRTimeline
Fonville Wealth Management LLC54,920$1.38M0.26%-84413F-HRTimeline
Provident Living Financial Services, In…54,785$1.38M1.52%+1313F-HRTimeline
STALEY CAPITAL ADVISERS INC54,723$1.37M0.06%-10,65813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC54,614$1.37M0.23%+3,38213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.54,537$1.37M0.65%+31613F-HRTimeline
PDS Planning, Inc54,220$1.36M0.09%+9913F-HRTimeline
Freedom Financial Partners LLC53,140$1.33M0.48%-1,53713F-HRTimeline
Grant Street Asset Management, Inc.53,104$1.33M0.26%+1,09313F-HRTimeline
Pasadena Private Wealth, LLC52,916$1.33M0.18%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC52,546$1.32M0.48%-15313F-HRTimeline
Seascape Capital Management52,234$1.31M0.38%+20113F-HRTimeline
KLCM Advisors, Inc.51,631$1.3M0.11%+2,27213F-HRTimeline
Hurley Capital, LLC51,361$1.29M0.69%+1,75713F-HRTimeline
Avantax Planning Partners, Inc.51,316$1.29M0.04%-2,22413F-HRTimeline
Physician Wealth Solutions Inc.50,619$1.27M0.53%013F-HRTimeline
Acorn Wealth Advisors, LLC50,089$1.26M0.37%-92313F-HRTimeline
Greenspring Advisors, LLC49,852$1.25M0.08%+1,77213F-HRTimeline
AE Wealth Management LLC48,801$1.22M0.01%+13,16513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…48,683$1.22M0.21%+15313F-HRTimeline
Attessa Capital LLC48,605$1.22M0.66%-3,41713F-HRTimeline
Encompass More Asset Management48,497$1.22M0.21%new13F-HRTimeline
W.H. Cornerstone Investments Inc.48,348$1.21M0.76%-13,28913F-HRTimeline
Integrated Advisors Network LLC48,096$1.21M0.06%-7,51213F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …47,725$1.2M0.67%+13013F-HRTimeline
Cornerstone Planning, LLC47,712$1.2M0.27%-1,27213F-HRTimeline
Tandem Investment Partners LLC47,644$1.2M1.01%+2,17713F-HRTimeline
MML INVESTORS SERVICES, LLC47,569$1.19M<0.01%-23,20713F-HRTimeline
Midwest Financial Group LLC47,004$1.18M0.5%+13213F-HRTimeline
Keebeck Wealth Management46,980$1.18M0.13%-3,00013F-HRTimeline
Penobscot Investment Management Company…46,720$1.17M0.09%-20013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC46,476$1.17M0.46%+28,10013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.45,999$1.15M0.23%-1,35713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45,532$1.14M0.09%-19013F-HRTimelineGroup
Smith & Howard Wealth Management, LLC45,488$1.14M0.25%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…45,398$1.14M0.03%-2,40013F-HR/ATimelineGroup
L.K. Benson & Company, P.C.45,263$1.14M0.38%+3913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC45,170$1.13M0.02%+15,61913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC45,006$1.13M0.03%+34,76413F-HRTimeline
Guardian Wealth Management, Inc.44,173$1.11M0.61%-11,28913F-HRTimeline
OARSMAN CAPITAL, INC.43,780$1.1M0.14%-1,78013F-HRTimeline