Skip to content
Disclosery

SCHB SCHWAB STRATEGIC TR

Follow

SHS (fund)

1,382 managers (1,396 13F filers) reported a position in SCHB shares at 2026-06-30, 536,423,629 shares in all. 119 filers opened a position and 43 filers sold out during the quarter.

Managers
1,382
13F filers
1,396
New
119
Added
539
Reduced
488
Sold out
43
Shares held by filers
536,423,629

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Integrated Advisors Network LLC47,284$1.37M0.06%-81213F-HRTimeline
Midwest Financial Group LLC47,258$1.37M0.48%+25413F-HRTimeline
Keebeck Wealth Management46,983$1.36M0.13%+313F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding46,824$1.36M+23,412Timeline
Penobscot Investment Management Company…46,720$1.35M0.09%013F-HRTimeline
Avantax Planning Partners, Inc.46,431$1.34M0.03%-4,88513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC46,145$1.34M0.48%-33113F-HRTimeline
Ketron Financial45,531$1.32M0.41%+3,22513F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/45,324$1.31M0.07%+3,72113F-HRTimeline
L.K. Benson & Company, P.C.45,297$1.31M0.4%+3413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.45,239$1.31M0.22%-76013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC45,100$1.31M<0.01%+14,51213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC44,302$1.28M0.01%new13F-HRTimelineGroup
Smith & Howard Wealth Management, LLC44,085$1.28M0.26%-1,40313F-HRTimeline
Ballast Rock Private Wealth LLC43,782$1.27M0.59%+413F-HRTimeline
Colorado Capital Management, Inc.43,678$1.26M0.43%+11513F-HRTimeline
Oakwell Private Wealth Management, LLC43,541$1.26M0.21%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OARSMAN CAPITAL, INC.43,292$1.25M0.13%-48813F-HRTimeline
Smith Salley Wealth Management42,928$1.24M0.05%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,859$1.24M0.03%+11013F-HRTimeline
McCarthy Asset Management, Inc.42,395$1.23M0.58%13F-HRTimeline
SVB WEALTH LLC42,278$1.22M0.08%013F-HRTimeline
Hamilton Wealth, LLC42,246$1.22M0.22%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42,163$1.22M0.04%-3,23513F-HRTimelineGroup
Summit Place Financial Advisors, LLC41,614$1.21M0.53%013F-HRTimeline
Legacy Wealth Management, LLC41,259$1.19M0.06%+45613F-HRTimeline
Altus Wealth Group LLC41,163$1.19M0.43%+9713F-HRTimeline
Mengis Capital Management, Inc.41,072$1.19M0.18%-28213F-HRTimeline
GREENLEAF TRUST40,725$1.18M0.01%+37513F-HRTimeline
Capital Advisors, Ltd. LLC40,568$1.18M0.12%+2713F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC40,273$1.17M3.28%+10513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC40,151$1.16M0.39%+6,99413F-HRTimeline
Carolina Wealth Management Inc39,861$1.15M0.53%13F-HRTimeline
Waycross Investment Management Co39,717$1.15M0.88%-14013F-HRTimeline
BARRETT & COMPANY, INC.39,693$1.15M0.32%-96913F-HRTimeline
Miller Capital Partners, Inc.39,423$1.14M0.45%+10013F-HRTimeline
Fulcrum Equity Management39,412$1.14M0.92%+11,52713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP38,998$1.13M0.08%-6,53413F-HRTimelineGroup
Evanson Financial, LLC38,978$1.13M0.06%13F-HRTimeline
Soltis Investment Advisors LLC38,731$1.12M0.06%-97113F-HRTimeline
One Day In July LLC38,690$1.12M0.08%-10013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…38,677$1.12M0.03%+5,97013F-HRTimeline
Twelve Points Wealth Management LLC38,675$1.12M0.22%-2,97513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC38,641$1.12M<0.01%+1,03713F-HRTimelineGroup
BLB&B Advisors, LLC38,391$1.11M0.04%-3,23013F-HRTimeline
Pinnacle Family Advisors, LLC38,360$1.11M0.47%-5013F-HRTimeline
Waterloo Capital, L.P.38,258$1.11M0.06%+2,49313F-HRTimeline
BlueStem Wealth Partners, LLC38,198$1.11M0.11%-88113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC38,193$1.11M0.11%-70013F-HRTimeline
Plancorp, LLC37,618$1.09M0.03%+7,75213F-HRTimeline
Abound Wealth Management37,430$1.08M0.22%+62913F-HRTimeline
High Probability Advisors, LLC37,355$1.08M0.12%+73213F-HRTimeline
Madrid Wealth Management, LLC37,342$1.08M0.71%-51513F-HRTimeline
Ironwood Financial, llc37,158$1.08M0.17%-35213F-HRTimeline
Advisory Alpha, LLC37,133$1.08M0.03%-84,04513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC37,050$1.07M0.34%-3,40113F-HRTimeline
FF Advisors,LLC37,005$1.07M0.4%-59213F-HRTimeline
Guardian Wealth Management, Inc.36,953$1.07M0.53%-7,22013F-HRTimeline
CAP Partners, LLC36,893$1.07M0.52%-36413F-HRTimeline
Phocas Financial Corp.36,417$1.05M0.15%013F-HRTimeline
Diligent Investors, LLC36,374$1.05M0.23%-1,03913F-HRTimeline
WLTH Capital Management, LLC36,339$1.05M0.67%-5,41213F-HRTimeline
Ethic Inc.36,280$1.05M0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.35,914$1.04M0.1%+4513F-HRTimeline
Lynx Investment Advisory35,692$1.03M0.34%new13F-HRTimeline
Westmount Partners, LLC35,593$1.03M0.23%-93313F-HRTimeline
Burton Enright Welch35,105$1.02M0.12%-3113F-HRTimeline
WEALTHGARDEN F.S. LLC35,074$1.02M0.58%+96713F-HRTimeline
Snowden Capital Advisors LLC34,926$1.01M0.02%+23,57113F-HRTimeline
Aegis Wealth Management LLC34,646$1M0.47%+28913F-HRTimeline
Next Capital Management LLC34,620$1M0.27%+1,40213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC34,598$1M0.03%-39013F-HRTimeline
NorthRock Partners, LLC34,542$1M0.01%+1,28413F-HRTimeline
COUNTRY TRUST BANK34,485$999K0.02%-1,56513F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,485$999K0.08%013F-HRTimeline
Milestones Private Investment Advisors …34,389$996K0.79%-3,07713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources34,300$993K<0.01%-64813F-HRTimelineGroup
Apella Capital, LLC34,321$993K0.01%+10,27513F-HRTimeline
Mission Creek Capital Partners, Inc.34,275$993K0.17%+1,49513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34,204$991K0.02%+34,09113F-HRTimelineGroup
ADKINS SEALE CAPITAL MANAGEMENT LLC34,200$990K0.88%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC34,160$989K0.68%+113F-HRTimeline
Mason & Associates Inc34,140$989K0.16%+813F-HRTimeline
DecisionMap Wealth Management, LLC34,060$986K0.55%-35413F-HRTimeline
Indie Asset Partners, LLC33,858$981K0.94%-1,36013F-HRTimeline
DecisionPoint Financial, LLC33,423$966K0.18%013F-HRTimeline
Beacon Capital Management, LLC33,208$962K0.14%+313F-HRTimeline
Magnus Financial Group LLC32,841$951K0.07%+1,10613F-HRTimeline
Grandview Asset Management LLC32,833$951K0.24%+7,18913F-HRTimeline
One Wealth Management Investment & Advi…32,709$947K0.99%-4,87613F-HRTimeline
Geneos Wealth Management Inc.32,553$943K0.02%013F-HRTimeline
LAWOOD & CO32,510$941K0.64%-1,00013F-HRTimeline
Foster Victor Wealth Advisors, LLC32,345$940K0.05%+1,88013F-HRTimeline
Consilium Wealth Advisory, LLC32,405$938K0.28%013F-HRTimeline
Hudock, Inc.32,196$932K0.12%+2213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …32,164$931K0.12%+5,92813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV31,992$926K0.18%+42213F-HRTimeline
LaSalle St. Investment Advisors, LLC31,788$921K0.11%+113F-HRTimeline
Federation des caisses Desjardins du Qu…31,470$911K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…31,359$908K0.05%+1,32313F-HRTimeline
AdvisorNet Financial, Inc31,351$908K0.04%-47313F-HRTimeline
Joel Isaacson & Co., LLC31,022$898K0.03%+8213F-HRTimeline
Veracity Capital LLC31,020$898K0.24%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC30,952$896K0.09%013F-HRTimeline
Womack Financial LLC30,891$895K0.59%+28713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO30,825$893K0.01%+14,68913F-HRTimeline
Fisher Asset Management, LLC30,562$885K<0.01%-43,30113F-HRTimeline
Ironwood Investment Counsel, LLC30,541$884K0.12%-74313F-HRTimeline
Costello Asset Management, INC30,502$883K0.27%+4513F-HRTimeline
Rehmann Capital Advisory Group30,390$880K0.04%+46413F-HRTimeline
Orion Porfolio Solutions, LLC30,292$877K0.01%-56,16813F-HRTimeline
Capital Planning LLC30,216$875K0.25%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP30,186$874K0.01%-31613F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC30,000$869K0.02%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co30,000$869K0.04%013F-HRTimelineGroup
Bowie Capital Management, LLC30,000$869K0.04%013F-HRTimeline
Tannin Capital LLC29,704$860K0.57%+113F-HRTimeline
Horizon Investment Services, LLC29,578$857K0.24%+7013F-HRTimeline
North Star Investment Management Corp.29,352$850K0.05%013F-HRTimeline
GatePass Capital, LLC29,167$845K0.32%+7713F-HRTimeline
Crewe Advisors LLC29,076$842K0.06%+4313F-HRTimeline
BNC WEALTH MANAGEMENT, LLC29,068$842K0.2%-35513F-HRTimeline
Sightline Wealth Advisors, LLC28,886$837K0.31%+1,79713F-HRTimeline
First Fiduciary Investment Counsel, Inc.28,818$835K0.16%new13F-HRTimeline
Northern Capital Management, Inc.28,633$829K0.35%-48613F-HR/ATimeline
Williams Jones Wealth Management, LLC.28,600$828K0.01%-6,42013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.28,315$820K0.73%-2,50013F-HRTimeline
Avidian Wealth Enterprises, LLC28,251$818K0.02%+1513F-HRTimeline
BANTAMAC CAPITAL, LLC28,200$817K0.58%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.27,896$808K0.59%-4,09713F-HRTimeline
True Blue Financial, LLC27,801$805K0.34%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.27,425$794K0.05%+72813F-HRTimeline
Total Clarity Wealth Management, Inc.27,425$794K0.15%-22213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,403$794K0.01%+18,15013F-HRTimelineGroup
Perennial Advisors, LLC27,350$792K0.12%+36913F-HRTimeline
Twele Capital Management, Inc.27,279$790K0.13%-55013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.27,213$788K0.35%+7113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV26,834$777K0.25%-13813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.26,829$777K0.12%-17113F-HRTimeline
Root Financial Partners, LLC26,800$776K0.03%+2,61713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,648$772K0.17%+2913F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC26,585$770K0.5%-2,35513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,516$768K0.01%-1,32913F-HRTimelineGroup
ADE, LLC26,502$768K0.32%+13,47213F-HRTimeline
Apex Wealth Management, LLC26,495$767K0.47%-5713F-HRTimeline
Heritage Trust Co26,110$756K0.07%new13F-HRTimeline
Patton Albertson Miller Group, LLC26,059$755K0.08%-613F-HRTimeline
R. W. Roge & Company, Inc.25,969$752K0.32%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC25,944$751K0.05%-27713F-HRTimelineGroup
McAdam, LLC25,519$739K0.03%-42513F-HRTimeline
Clearstead Advisors, LLC25,506$739K0.01%-55413F-HRTimeline
Scott & Selber, Inc.25,448$737K0.16%-1,62413F-HRTimeline
Shepherd Street Advisors LLC25,097$732K0.64%-2013F-HRTimeline
Greenline Partners, LLC25,176$729K0.07%+5813F-HRTimeline
Walkner Condon Financial Advisors LLC25,140$728K0.08%+4813F-HRTimeline
Pinnacle Bancorp, Inc.25,092$727K0.19%013F-HRTimeline
Shakespeare Wealth Management, LLC25,089$727K0.19%013F-HRTimeline
Hamilton Point Investment Advisors, LLC25,067$726K0.1%013F-HRTimeline
EWA, LLC25,037$725K0.13%+89813F-HRTimeline
Bridgewater Advisors Inc.24,728$724K0.04%-12,37913F-HRTimeline
OLIO Financial Planning24,779$718K0.18%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,777$718K0.01%-20,22913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC24,379$706K0.07%-2,88113F-HRTimeline
Reliant Wealth Planning24,003$695K0.19%013F-HRTimeline
Rollins Financial Advisors, LLC23,877$691K0.09%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,835$690K0.02%+50013F-HRTimeline
ADVISORTRUST PARTNERS, LLC23,833$690K0.24%-3,96413F-HRTimeline
Foundation Wealth Management, LLC\PA23,694$686K0.21%-4,35213F-HRTimeline
IMC-Chicago, LLC23,489$680K0.01%+5,57013F-HRTimeline
IRON Financial LLC23,421$678K0.28%-2013F-HRTimeline
Abacus Wealth Partners, LLC23,261$674K0.07%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.23,250$673K0.15%new13F-HRTimeline
GS Investments, Inc.23,220$672K0.49%013F-HRTimeline
FOSTER & MOTLEY INC23,193$672K0.03%+33313F-HRTimeline
Aquire Wealth Advisors, LLC23,143$670K0.15%013F-HRTimeline
LANARK FINANCIAL, INC.23,020$667K0.05%+75713F-HRTimeline
Black Diamond Financial, LLC22,994$666K0.06%+22613F-HRTimeline
Kingsview Wealth Management, LLC22,988$666K0.01%+9,93313F-HRTimeline
Summit Asset Management, LLC22,974$665K0.09%-99013F-HRTimeline
Capstone Financial Advisors, Inc.22,880$663K0.03%+913F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD22,835$661K0.09%-4,01613F-HRTimeline
Integris Wealth Management, LLC22,828$661K0.13%-1,27913F-HRTimeline
Annex Advisory Services, LLC22,758$659K0.01%-2213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC22,570$654K0.01%+13,09013F-HRTimelineGroup
Tandem Wealth Advisors LLC22,524$652K0.26%+2,93613F-HRTimeline
Blue Trust, Inc.22,521$652K0.01%+3213F-HRTimeline
Custos Family Office, LLC22,503$652K0.39%013F-HRTimeline
KILNER CAPITAL ADVISORS, LLC22,286$648K0.56%-5013F-HRTimeline
LANDAAS & CO /WI /ADV22,280$645K0.12%013F-HRTimeline
DAVENPORT & Co LLC22,249$644K<0.01%+3,55113F-HRTimeline
Aletheian Wealth Advisors LLC22,072$639K0.27%-3,03713F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC22,113$638K0.07%+3613F-HRTimeline
Mayflower Financial Advisors, LLC21,939$635K0.05%+13213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,880$634K<0.01%new13F-HRTimelineGroup
Stone Summit Wealth LLC21,859$633K0.16%013F-HRTimeline
Prepared Retirement Institute LLC21,795$631K0.27%+5613F-HRTimeline
Faithward Advisors, LLC21,788$631K0.08%-713F-HRTimeline
BENNETT SELBY INVESTMENTS LP21,779$631K0.2%+313F-HRTimeline
Cambria Investment Management, L.P.21,749$630K0.03%new13F-HRTimeline
Empowered Funds, LLC21,749$630K<0.01%new13F-HRTimeline