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SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,177 managers (1,182 13F filers) reported a position in SCHB shares at 2024-12-31, 474,519,555 shares in all. 54 filers opened a position and 39 filers sold out during the quarter.

Managers
1,177
13F filers
1,182
New
54
Added
1,024
Reduced
15
Sold out
39
Shares held by filers
474,519,555

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
W.H. Cornerstone Investments Inc.39,915$906K0.6%+31,69013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.39,852$905K0.01%+32,70213F-HRTimelineGroup
Waycross Investment Management Co39,774$903K0.95%+26,47413F-HRTimeline
Capital Advisors, Ltd. LLC39,729$902K0.11%+25,34013F-HRTimeline
Summit Place Financial Advisors, LLC39,714$902K0.51%+27,13113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC39,710$901K0.12%+35,09513F-HRTimeline
Premier Path Wealth Partners, LLC39,646$900K0.14%+26,43113F-HRTimeline
LaSalle St. Investment Advisors, LLC39,471$895K0.28%+26,31413F-HRTimeline
FF Advisors,LLC38,209$894K0.61%+16213F-HRTimeline
CAP Partners, LLC39,324$893K0.63%+27,58113F-HRTimeline
Bowie Capital Management, LLC39,000$885K0.05%+26,00013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…38,755$880K0.03%+25,83213F-HRTimelineGroup
Quadrant Private Wealth Management, LLC38,667$878K0.22%+25,70913F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC38,601$876K0.1%+25,73413F-HRTimeline
MassMutual Private Wealth & Trust, FSB38,575$876K0.02%+25,57513F-HRTimeline
TOWNSQUARE CAPITAL LLC38,496$874K0.01%+27,79013F-HRTimeline
COUNTRY TRUST BANK38,250$868K0.02%new13F-HRTimeline
IEQ CAPITAL, LLC38,032$863K0.01%+23,96513F-HRTimeline
Ironwood Financial, llc38,010$863K0.18%+29,47313F-HRTimeline
Burton Enright Welch37,912$861K0.18%+25,50313F-HRTimeline
Larson Financial Group LLC37,589$853K0.04%+26,70613F-HRTimeline
Northern Capital Management, Inc.37,306$847K0.52%+24,88813F-HRTimeline
OARSMAN CAPITAL, INC.36,985$840K0.15%+25,02613F-HRTimeline
Farrow Financial, Inc.36,822$839K0.54%+23,90313F-HRTimeline
Legacy Wealth Management, LLC36,921$838K0.05%+24,49213F-HRTimeline
Bedel Financial Consulting, Inc.35,649$837K0.12%+23,77513F-HRTimeline
Laird Norton Wetherby Wealth Management…36,861$837K0.04%+24,57513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC36,452$827K0.02%+24,29413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,424$827K0.01%+24,28413F-HRTimelineGroup
Phocas Financial Corp.36,417$827K0.11%+24,27813F-HR/ATimeline
Bridgewater Advisors Inc.36,585$826K0.09%+26113F-HRTimeline
SpringVest Wealth Management LLC36,359$825K0.71%13F-HRTimeline
Mission Creek Capital Partners, Inc.36,201$822K0.18%+24,07913F-HRTimeline
Econ Financial Services Corp35,815$813K0.47%+22,35813F-HRTimeline
DIVERSIFIED TRUST CO35,545$807K0.02%+23,23513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC35,536$807K0.02%+23,73113F-HRTimeline
One Day In July LLC35,229$800K0.08%+23,48613F-HRTimeline
MARQUETTE ASSOCIATES, INC.35,182$799K0.66%+22,32713F-HRTimeline
Hudock, Inc.34,809$790K0.14%+23,21713F-HRTimeline
Root Financial Partners, LLC34,694$788K0.1%+27,12713F-HRTimeline
Aegis Wealth Management LLC34,589$785K0.53%13F-HRTimeline
MCF Advisors LLC34,474$783K0.05%+22,98213F-HRTimeline
Consilium Wealth Advisory, LLC34,470$782K0.37%+22,98013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,453$782K0.1%+23,66713F-HRTimeline
DecisionMap Wealth Management, LLC34,212$777K0.62%13F-HRTimeline
R. W. Roge & Company, Inc.34,119$774K0.42%+21,81613F-HRTimeline
Cutter & CO Brokerage, Inc.34,049$773K0.19%+29,42713F-HRTimeline
Westmount Partners, LLC33,975$771K0.23%+22,67613F-HRTimeline
Evanson Asset Management, LLC33,884$769K0.05%+22,59913F-HRTimeline
Prospera Financial Services Inc32,962$748K0.02%+23,65513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC32,863$746K0.22%+25,50413F-HRTimeline
Stockman Wealth Management, Inc.32,850$746K0.12%+22,53213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.32,726$743K0.01%+22,40713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV32,492$738K0.27%+20,82413F-HRTimeline
AdvisorNet Financial, Inc32,439$736K0.06%+21,64713F-HRTimeline
Horizon Investment Services, LLC32,384$735K0.31%+21,60613F-HRTimeline
Fulcrum Equity Management32,304$733K0.73%+21,11213F-HRTimeline
Penney Financial, LLC32,255$732K0.49%+25,00313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC32,164$730K0.12%+27,62913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC31,873$724K0.37%+21,79213F-HRTimeline
Ironwood Investment Counsel, LLC31,818$722K0.12%+21,21213F-HRTimeline
Wilmington Savings Fund Society, FSB31,722$720K0.01%+21,14813F-HRTimeline
Abacus Planning Group, Inc.31,673$719K0.13%+21,30313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…31,629$718K0.03%+20,95113F-HRTimeline
High Probability Advisors, LLC31,548$716K0.13%+27,33313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.31,338$711K0.24%+17,27813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,176$708K<0.01%+22,01613F-HRTimelineGroup
Composition Wealth, LLC31,086$706K0.01%+13,98113F-HRTimeline
Altus Wealth Management, LLC31,038$705K0.32%+20,72313F-HRTimeline
Winthrop Capital Management, LLC30,391$692K0.18%new13F-HRTimeline
Joel Isaacson & Co., LLC30,484$692K0.03%+20,35813F-HRTimeline
Plancorp, LLC30,352$689K0.03%+20,25113F-HRTimeline
FOSTER & MOTLEY INC30,275$687K0.04%+20,05813F-HRTimeline
Perennial Advisors, LLC30,099$683K0.15%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co30,000$681K0.05%+20,00013F-HRTimelineGroup
BANTAMAC CAPITAL, LLC30,000$681K0.31%+20,00013F-HRTimeline
Callan Family Office, LLC30,000$681K0.04%new13F-HRTimeline
Denver PWM, LLC29,829$677K0.26%+19,54513F-HRTimeline
McAdam, LLC29,783$676K0.04%+14,19313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management29,627$673K0.02%+20,32013F-HRTimelineGroup
Aletheian Wealth Advisors LLC29,545$671K0.4%+19,69813F-HRTimeline
North Star Investment Management Corp.29,352$666K0.05%+19,56813F-HRTimeline
Financial Advocates Investment Manageme…29,196$663K0.04%+16,91913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC29,076$660K0.07%new13F-HRTimeline
Twele Capital Management, Inc.29,033$659K0.14%+19,18713F-HRTimeline
Traction Financial Partners, LLC28,950$657K0.51%+20,65913F-HRTimeline
Annex Advisory Services, LLC28,607$649K0.02%+18,86213F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV28,491$647K0.18%+18,93113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,400$645K0.01%+20,10213F-HRTimelineGroup
Patton Albertson Miller Group, LLC28,204$640K0.09%+17,58613F-HRTimeline
Wernau Asset Management Inc.28,194$640K0.62%13F-HRTimeline
Sanctuary Advisors, LLC27,139$638K<0.01%-3,80013F-HRTimeline
AE Wealth Management LLC27,774$630K0.01%+19,28913F-HRTimeline
Rehmann Capital Advisory Group27,748$630K0.04%+18,49913F-HRTimeline
Merriman Wealth Management, LLC27,738$630K0.03%+18,20213F-HRTimeline
TLWM27,652$628K0.12%+18,48413F-HRTimeline
Horan Securities, Inc.27,529$625K0.24%+15,45413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC27,223$618K0.02%+19,87813F-HRTimeline
Reliant Wealth Planning27,189$617K0.29%+10,83213F-HRTimeline
AF Advisors, Inc.26,965$612K0.08%+17,97913F-HRTimeline
Foster Victor Wealth Advisors, LLC26,306$611K0.05%+18,26513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,808$609K0.24%+17,80413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.26,415$600K0.05%+17,61013F-HRTimeline
LGL PARTNERS, LLC26,411$600K0.09%+17,63813F-HRTimeline
West Financial Advisors, LLC26,154$594K0.11%+17,34813F-HRTimeline
GS Investments, Inc.26,051$591K0.27%+17,32013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.26,037$591K0.37%+17,88413F-HRTimeline
Smith Anglin Financial, LLC26,009$590K0.06%+15,67913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …25,849$587K0.13%+17,26313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,826$586K0.05%+17,21713F-HR/ATimeline
BRIGHTON SECURITIES CORP.25,730$584K0.28%13F-HRTimeline
OLIO Financial Planning25,676$583K0.2%+15,80313F-HRTimeline
ACAS, LLC24,756$581K0.43%+16,49213F-HRTimeline
Ridgewood Investments LLC25,484$578K0.28%+20,32413F-HRTimeline
Armbruster Capital Management, Inc.25,468$578K0.12%+16,91613F-HRTimeline
Shakespeare Wealth Management, LLC25,396$576K0.16%+16,93013F-HRTimeline
Kades & Cheifetz LLC25,321$575K0.29%+16,89913F-HRTimeline
Aquire Wealth Advisors, LLC25,261$573K0.18%+16,28013F-HRTimeline
My Personal CFO, LLC25,184$572K0.29%+16,79613F-HRTimeline
Crewe Advisors LLC25,153$571K0.08%+16,79113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…25,146$571K0.05%+16,60213F-HRTimeline
Savvy Advisors, Inc.25,013$568K0.07%+15,00413F-HRTimeline
J.W. COLE ADVISORS, INC.25,006$568K0.02%+16,95313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC24,996$567K0.21%+16,69213F-HRTimeline
Scott & Selber, Inc.24,758$562K0.17%+16,54913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…24,562$558K0.22%+16,35313F-HRTimeline
Greenline Partners, LLC24,543$557K0.08%+16,38813F-HRTimeline
Bordeaux Wealth Advisors LLC24,473$556K0.09%+16,77213F-HR/ATimeline
Womack Financial LLC24,306$552K0.49%13F-HRTimeline
Blankinship & Foster, LLC24,285$551K0.14%+16,19113F-HRTimeline
Gilbert & Cook, Inc.24,275$551K0.08%+15,75013F-HRTimeline
Sightline Wealth Advisors, LLC24,209$550K0.3%+16,20613F-HRTimeline
Rollins Financial Advisors, LLC24,137$548K0.09%+16,08813F-HRTimeline
CW Advisors, LLC24,037$546K0.01%+11,37513F-HRTimeline
Capstone Financial Advisors, Inc.24,029$545K0.03%+16,11513F-HRTimeline
RIA Advisory Group LLC23,630$536K0.18%+15,10413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,608$536K0.05%+15,73913F-HRTimelineGroup
Gainplan LLC23,592$536K0.2%+15,54113F-HRTimeline
Broadleaf Partners, LLC23,508$534K0.12%+15,68413F-HRTimeline
IRON Financial LLC23,477$533K0.3%+15,55413F-HRTimeline
Clay Northam Wealth Management, LLC23,446$532K0.34%+15,51413F-HRTimeline
Mayflower Financial Advisors, LLC23,304$529K0.08%+15,53613F-HRTimeline
Edge Capital Group, LLC483$528K0.03%-7,26813F-HRTimeline
Summit Asset Management, LLC23,205$527K0.09%+15,47013F-HRTimeline
Clarity Wealth Advisors, LLC23,199$527K0.14%+15,15113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.23,131$525K0.01%+14,67213F-HRTimelineGroup
HANOVER ADVISORS INC23,061$523K0.22%+15,37413F-HRTimeline
NWAM LLC23,043$523K0.03%+14,69213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC22,998$522K0.07%+16,39913F-HRTimeline
Custos Family Office, LLC22,974$522K0.18%+15,31613F-HRTimeline
Waterford Advisors, LLC22,944$521K0.27%+15,29613F-HRTimeline
Sterling Wealth Management, Inc.22,939$521K0.19%+15,29213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC22,720$516K0.24%new13F-HRTimeline
Faithward Advisors, LLC22,506$511K0.09%+14,54613F-HRTimeline
Noble Family Wealth, LLC22,276$507K0.14%+14,83813F-HRTimeline
Dakota Wealth Management22,050$501K0.01%+14,16413F-HRTimeline
Financial Futures Ltd Liability Co.21,966$499K0.28%+15,39413F-HRTimeline
Telos Capital Management, Inc.21,963$499K0.05%+15,83813F-HRTimeline
Hirtle & Co., LLC21,837$496K0.02%+14,55813F-HRTimeline
EVERETT HARRIS & CO /CA/21,825$495K0.01%+15,62513F-HRTimeline
Per Stirling Capital Management, LLC.21,710$493K0.07%+14,48113F-HRTimeline
Naviter Wealth, LLC21,696$492K0.06%+14,46413F-HRTimeline
Argent Trust Co21,636$491K0.02%+14,42413F-HRTimeline
Paulson Wealth Management Inc.21,607$490K0.13%+13,66713F-HRTimeline
Sovereign Financial Group, Inc.21,581$490K0.11%+14,39413F-HRTimeline
Sowell Financial Services LLC21,519$488K0.03%new13F-HRTimeline
Revolve Wealth Partners, LLC21,510$488K0.07%+14,27913F-HR/ATimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…21,501$488K0.08%+14,08413F-HRTimelineGroup
Balentine LLC21,234$482K0.02%+14,15613F-HRTimeline
Heritage Financial Services, LLC21,213$482K0.06%+14,14213F-HRTimeline
Shira Ridge Wealth Management21,114$479K0.23%+14,07613F-HRTimeline
Fiduciary Alliance LLC20,971$476K0.05%+17,58413F-HRTimeline
Keener Financial Planning LLC21,006$476K0.28%+14,00413F-HRTimeline
Walkner Condon Financial Advisors LLC20,694$470K0.1%+13,79613F-HRTimeline
Lakeridge Wealth Management LLC20,691$470K0.24%+13,79413F-HRTimeline
LexAurum Advisors, LLC20,550$466K0.09%+13,70013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP20,480$465K0.01%+13,81713F-HR/ATimelineGroup
WEALTHGARDEN F.S. LLC20,291$461K0.43%+16,75913F-HRTimeline
Solutions 4 Wealth, Ltd20,169$458K0.83%+13,45313F-HRTimeline
EVOKE WEALTH, LLC19,998$454K0.01%+13,33213F-HRTimeline
Garde Capital, Inc.19,974$453K0.03%+13,45913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,830$450K0.19%+13,21013F-HRTimeline
WEDBUSH SECURITIES INC19,828$450K0.02%+13,19313F-HRTimeline
Aull & Monroe Investment Management Corp19,785$449K0.23%+13,19013F-HRTimeline
NOVUS ADVISORS, LLC19,764$449K0.45%13F-HRTimeline
BetterWealth, LLC19,695$447K0.12%+13,13013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,518$443K0.05%+15,51413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC19,337$439K0.01%+12,89513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,150$434K0.02%+12,12413F-HRTimelineGroup
Level Wealth Management LLC19,111$434K0.31%13F-HR/ATimeline
Aviance Capital Partners, LLC19,088$433K0.06%+12,50513F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…18,999$431K0.3%+12,66613F-HRTimeline
Qube Research & Technologies Ltd18,797$427K<0.01%+15,50413F-HRTimeline
Vickerman Investment Advisors, Inc.18,704$425K0.12%+12,61013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,667$424K0.19%+12,44413F-HRTimeline
Apella Capital, LLC18,369$417K0.02%+12,22613F-HRTimeline
Hardin Capital Partners, LLC18,272$415K0.25%+12,12513F-HRTimeline
Foundations Investment Advisors, LLC18,270$415K0.01%new13F-HRTimeline
SAGE FINANCIAL GROUP INC18,214$413K0.03%+11,85113F-HRTimeline
Seneca House Advisors18,158$412K0.16%+12,12813F-HRTimeline