SCHB SCHWAB STRATEGIC TR

SHS (fund)

1,168 managers (1,176 13F filers) reported a position in SCHB shares at 2025-03-31, 476,127,550 shares in all. 67 filers opened a position and 59 filers sold out during the quarter.

Managers: 1,168
13F filers: 1,176
New: 67
Added: 463
Reduced: 430
Sold out: 59
Shares held by filers: 476,127,550

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…	39,764	$856K	<0.01%	-7,255	13F-HR Timeline Group
Summit Place Financial Advisors, LLC	39,764	$856K	0.48%	+50	13F-HR Timeline
Cutter & CO Brokerage, Inc.	39,586	$852K	0.2%	+5,537	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	39,220	$844K	0.02%	-2,040	13F-HR Timeline Group
CAP Partners, LLC	39,152	$843K	0.61%	-172	13F-HR Timeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE	39,061	$841K	0.16%		13F-HR Timeline
Bowie Capital Management, LLC	39,000	$840K	0.04%	0	13F-HR Timeline
Ironwood Financial, llc	38,821	$836K	0.18%	+811	13F-HR Timeline
Financial Futures Ltd Liability Co.	38,670	$833K	0.47%	+16,704	13F-HR Timeline
DOCK STREET ASSET MANAGEMENT INC	38,601	$831K	0.1%	0	13F-HR Timeline
BLB&B Advisors, LLC	38,577	$831K	0.04%	-3,588	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	38,575	$831K	0.02%	0	13F-HR Timeline
MainStreet Investment Advisors LLC	38,575	$831K	0.12%	new	13F-HR Timeline
Premier Path Wealth Partners, LLC	38,421	$827K	0.13%	-1,225	13F-HR Timeline
COUNTRY TRUST BANK	38,250	$824K	0.02%	0	13F-HR/A Timeline
CAHILL FINANCIAL ADVISORS INC	37,863	$815K	0.11%	-1,847	13F-HR Timeline
Northern Capital Management, Inc.	37,686	$811K	0.53%	+380	13F-HR Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	37,673	$811K	0.01%	+1,249	13F-HR Timeline Group
Capital Advisors, Ltd. LLC	37,625	$810K	0.11%	-2,104	13F-HR Timeline
OARSMAN CAPITAL, INC.	37,566	$809K	0.15%	+581	13F-HR Timeline
Burton Enright Welch	37,270	$802K	0.16%	-642	13F-HR Timeline
Prospera Financial Services Inc	37,242	$802K	0.02%	+4,280	13F-HR Timeline
Legacy Wealth Management, LLC	36,933	$795K	0.05%	+12	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	36,852	$793K	0.01%	-3,000	13F-HR Timeline Group
Bridgewater Advisors Inc.	36,729	$784K	0.07%	+144	13F-HR Timeline
Phocas Financial Corp.	36,417	$784K	0.12%	0	13F-HR Timeline
SpringVest Wealth Management LLC	36,359	$783K	0.65%	0	13F-HR Timeline
Soltis Investment Advisors LLC	36,266	$781K	0.07%	new	13F-HR Timeline
Root Financial Partners, LLC	35,998	$778K	0.08%	+1,304	13F-HR Timeline
EWG Elevate Inc.	36,073	$777K	0.29%	-75,299	13F-HR Timeline
Bedel Financial Consulting, Inc.	35,694	$769K	0.11%	+45	13F-HR Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC	35,640	$767K	0.02%	+104	13F-HR Timeline
DIVERSIFIED TRUST CO	35,545	$765K	0.02%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	35,450	$763K	<0.01%	new	13F-HR Timeline
Wealthstream Advisors, Inc.	35,401	$762K	0.14%	-10,234	13F-HR Timeline
Evanson Asset Management, LLC	35,312	$760K	0.05%	+1,428	13F-HR Timeline
One Day In July LLC	35,229	$758K	0.08%	0	13F-HR Timeline
MARQUETTE ASSOCIATES, INC.	35,182	$757K	0.76%	0	13F-HR Timeline
Farrow Financial, Inc.	35,114	$756K	0.51%	-1,708	13F-HR Timeline
Fulcrum Equity Management	35,022	$754K	0.82%	+2,718	13F-HR Timeline
Hudock, Inc.	34,838	$750K	0.13%	+29	13F-HR Timeline
Consilium Wealth Advisory, LLC	34,470	$742K	0.37%	0	13F-HR Timeline
MONOGRAPH WEALTH ADVISORS, LLC	34,453	$742K	0.1%	0	13F-HR Timeline
Carnegie Investment Counsel	38,004	$737K	0.02%	-2,167	13F-HR Timeline
Aegis Wealth Management LLC	34,187	$736K	0.43%	-402	13F-HR Timeline
Costello Asset Management, INC	34,163	$736K	0.3%	+33,683	13F-HR Timeline
DecisionMap Wealth Management, LLC	34,127	$735K	0.56%	-85	13F-HR Timeline
Mason & Associates Inc	34,097	$734K	0.18%	-9,141	13F-HR Timeline
Westmount Partners, LLC	34,071	$734K	0.22%	+96	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	33,983	$732K	0.19%	+1,120	13F-HR Timeline
LaSalle St. Investment Advisors, LLC	33,687	$725K	0.17%	-5,784	13F-HR Timeline
DecisionPoint Financial, LLC	33,423	$720K	0.21%	new	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	33,361	$718K	0.37%	+1,488	13F-HR Timeline
AE Wealth Management LLC	33,325	$717K	0.01%	+5,551	13F-HR Timeline
Altus Wealth Management, LLC	33,324	$717K	0.34%	+2,286	13F-HR Timeline
Mission Creek Capital Partners, Inc.	33,156	$714K	0.17%	-3,045	13F-HR Timeline
High Probability Advisors, LLC	33,054	$712K	0.12%	+1,506	13F-HR Timeline
AdvisorNet Financial, Inc	32,915	$709K	0.05%	+476	13F-HR Timeline
Next Capital Management LLC	32,829	$707K	0.34%	new	13F-HR Timeline
Proficio Capital Partners LLC	32,594	$702K	0.05%	new	13F-HR Timeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	32,535	$700K	0.27%	+43	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	32,324	$696K	0.13%	new	13F-HR Timeline
R. W. Roge & Company, Inc.	32,201	$693K	0.38%	-1,918	13F-HR Timeline
Ironwood Investment Counsel, LLC	32,076	$691K	0.12%	+258	13F-HR Timeline
MCF Advisors LLC	31,857	$686K	0.05%	-2,617	13F-HR Timeline
Wilmington Savings Fund Society, FSB	31,722	$683K	0.01%	0	13F-HR Timeline
Sunpointe, LLC	31,622	$681K	0.36%	new	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	31,590	$680K	0.03%	-39	13F-HR Timeline
Econ Financial Services Corp	31,374	$675K	0.36%	-4,441	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	31,371	$675K	0.2%	+33	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	31,244	$673K	<0.01%	-289,931	13F-HR/A Timeline Group
Composition Wealth, LLC	31,215	$672K	0.01%	+129	13F-HR Timeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…	30,614	$659K	0.02%	-8,141	13F-HR Timeline Group
Joel Isaacson & Co., LLC	30,577	$658K	0.03%	+93	13F-HR Timeline
Horizon Investment Services, LLC	30,490	$656K	0.32%	-1,894	13F-HR Timeline
Winthrop Capital Management, LLC	30,439	$655K	0.18%	+48	13F-HR Timeline
Annex Advisory Services, LLC	30,247	$651K	0.02%	+1,640	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	30,184	$650K	0.01%	+9,704	13F-HR Timeline Group
Hills Bank & Trust Coin group Hills Bank & Trust Co	30,000	$646K	0.05%	0	13F-HR Timeline Group
BANTAMAC CAPITAL, LLC	30,000	$646K	0.31%	0	13F-HR Timeline
Callan Family Office, LLC	30,000	$646K	0.05%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	29,640	$638K	0.18%	+1,149	13F-HR Timeline
Denver PWM, LLC	29,436	$634K	0.23%	-393	13F-HR Timeline
North Star Investment Management Corp.	29,352	$632K	0.05%	0	13F-HR Timeline
HRT FINANCIAL LP	29,260	$629K	<0.01%	new	13F-HR Timeline
Penney Financial, LLC	29,155	$628K	0.41%	-3,100	13F-HR Timeline
Twele Capital Management, Inc.	29,109	$627K	0.13%	+76	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	29,076	$626K	0.06%	0	13F-HR Timeline
Wernau Asset Management Inc.	28,194	$607K	0.63%	0	13F-HR Timeline
Patton Albertson Miller Group, LLC	28,156	$606K	0.09%	-48	13F-HR/A Timeline
Sanctuary Advisors, LLC	27,822	$599K	<0.01%	+683	13F-HR Timeline
Rehmann Capital Advisory Group	27,748	$597K	0.04%	0	13F-HR Timeline
TLWM	27,608	$594K	0.12%	-44	13F-HR Timeline
Horan Securities, Inc.	27,589	$594K	0.22%	+60	13F-HR Timeline
Perennial Advisors, LLC	27,459	$591K	0.12%	-2,640	13F-HR Timeline
Traction Financial Partners, LLC	27,393	$590K	0.46%	-1,557	13F-HR Timeline
Reliant Wealth Planning	27,189	$585K	0.27%	0	13F-HR Timeline
AF Advisors, Inc.	26,973	$581K	0.11%	+8	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	28,243	$578K	0.05%	+1,937	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	26,842	$578K	0.23%	+34	13F-HR Timeline
Pinion Investment Advisors, LLC	26,680	$574K	0.13%	+11,295	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	26,471	$570K	0.02%	-3,156	13F-HR Timeline Group
WEATHERLY ASSET MANAGEMENT L. P.	26,415	$569K	0.05%	0	13F-HR Timeline
West Financial Advisors, LLC	26,154	$563K	0.11%	0	13F-HR Timeline
McAdam, LLC	26,153	$563K	0.03%	-3,630	13F-HR Timeline
One Wealth Management Investment & Advi…	26,116	$562K	0.93%	new	13F-HR Timeline
Smith Anglin Financial, LLC	26,088	$562K	0.06%	+79	13F-HR Timeline
WASHBURN CAPITAL MANAGEMENT, INC.	26,037	$561K	0.37%	0	13F-HR/A Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	26,026	$560K	0.02%	+6,876	13F-HR Timeline Group
GS Investments, Inc.	25,980	$559K	0.26%	-71	13F-HR Timeline
Goodman Financial Corp	25,935	$558K	0.12%	new	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	25,929	$558K	0.11%	+80	13F-HR Timeline
C2P Capital Advisory Group, LLC d.b.a. …	25,826	$558K	0.04%	0	13F-HR Timeline
Crewe Advisors LLC	25,878	$557K	0.08%	+725	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	25,861	$557K	0.03%	+14,093	13F-HR/A Timeline Group
Aletheian Wealth Advisors LLC	25,857	$557K	0.31%	-3,688	13F-HR Timeline
Bordeaux Wealth Advisors LLC	25,755	$555K	0.1%	+1,282	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	25,651	$552K	0.08%	new	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	25,573	$551K	0.01%	-7,153	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	25,483	$549K	0.01%	-2,917	13F-HR Timeline Group
Pinnacle Bancorp, Inc.	25,432	$548K	0.18%	+10,807	13F-HR Timeline
TOTAL INVESTMENT MANAGEMENT INC	25,398	$547K	0.07%	+2,400	13F-HR Timeline
Aquire Wealth Advisors, LLC	25,261	$544K	0.17%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	25,234	$543K	0.05%	+88	13F-HR Timeline
My Personal CFO, LLC	25,203	$543K	0.27%	+19	13F-HR Timeline
Shakespeare Wealth Management, LLC	25,089	$540K	0.14%	-307	13F-HR Timeline
OLIO Financial Planning	24,783	$534K	0.18%	-893	13F-HR Timeline
Scott & Selber, Inc.	24,774	$533K	0.17%	+16	13F-HR Timeline
Greenline Partners, LLC	216,841	$530K	0.08%	+192,298	13F-HR Timeline
Armbruster Capital Management, Inc.	24,592	$529K	0.11%	-876	13F-HR Timeline
Womack Financial LLC	24,437	$526K	0.48%	+131	13F-HR/A Timeline
Bell Investment Advisors, Inc	24,434	$526K	0.1%	-22,453	13F-HR Timeline
Gilbert & Cook, Inc.	24,275	$523K	0.08%	0	13F-HR Timeline
FOSTER & MOTLEY INC	24,189	$521K	0.03%	-6,086	13F-HR Timeline
Capstone Financial Advisors, Inc.	24,181	$521K	0.03%	+152	13F-HR Timeline
Rollins Financial Advisors, LLC	24,137	$520K	0.09%	0	13F-HR/A Timeline
ACAS, LLC	24,156	$519K	0.4%	-600	13F-HR Timeline
SAGE FINANCIAL GROUP INC	24,060	$518K	0.04%	+5,846	13F-HR Timeline
Broadleaf Partners, LLC	24,019	$517K	0.14%	+511	13F-HR Timeline
Summit Asset Management, LLC	23,958	$516K	0.09%	+753	13F-HR Timeline
LANARK FINANCIAL, INC.	23,881	$514K	0.04%	+23,858	13F-HR Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC	23,868	$514K	0.05%	+260	13F-HR Timeline Group
RIA Advisory Group LLC	23,844	$513K	0.17%	+214	13F-HR Timeline
Sightline Wealth Advisors, LLC	23,844	$513K	0.27%	-365	13F-HR Timeline
Gainplan LLC	23,592	$508K	0.33%	0	13F-HR Timeline
Dunhill Financial, LLC	23,543	$507K	0.23%	new	13F-HR Timeline
IRON Financial LLC	23,494	$506K	0.28%	+17	13F-HR Timeline
Clay Northam Wealth Management, LLC	23,421	$504K	0.35%	-25	13F-HR Timeline
BRIGHTON SECURITIES CORP.	23,336	$502K	0.24%	-2,394	13F-HR Timeline
Mayflower Financial Advisors, LLC	23,304	$502K	0.08%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	23,261	$501K	0.02%	new	13F-HR Timeline
Clarity Wealth Advisors, LLC	23,202	$500K	0.14%	+3	13F-HR Timeline
HANOVER ADVISORS INC	23,061	$497K	0.22%	0	13F-HR Timeline
Custos Family Office, LLC	22,974	$495K	0.18%	0	13F-HR Timeline
Waterford Advisors, LLC	22,944	$494K	0.2%	0	13F-HR Timeline
Stockman Wealth Management, Inc.	22,720	$489K	0.07%	-10,130	13F-HR Timeline
Blankinship & Foster, LLC	22,565	$486K	0.12%	-1,720	13F-HR Timeline
CW Advisors, LLC	22,467	$485K	0.01%	-1,570	13F-HR Timeline
Faithward Advisors, LLC	22,439	$483K	0.08%	-67	13F-HR Timeline
Goelzer Investment Management, Inc.	22,428	$483K	0.03%	new	13F-HR/A Timeline
Savvy Advisors, Inc.	22,314	$480K	0.05%	-2,699	13F-HR Timeline
Walkner Condon Financial Advisors LLC	22,269	$479K	0.1%	+1,575	13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	22,186	$478K	0.21%	-534	13F-HR Timeline
Blue Trust, Inc.	21,926	$472K	0.01%	+12,071	13F-HR Timeline
EVERETT HARRIS & CO /CA/	21,725	$468K	0.01%	-100	13F-HR Timeline
Naviter Wealth, LLC	21,696	$467K	0.06%	0	13F-HR Timeline
Argent Trust Co	21,636	$466K	0.02%	0	13F-HR Timeline
Dakota Wealth Management	21,615	$465K	0.01%	-435	13F-HR Timeline
Noble Family Wealth, LLC	21,546	$464K	0.13%	-730	13F-HR Timeline
Per Stirling Capital Management, LLC.	21,539	$464K	0.07%	-171	13F-HR Timeline
Sovereign Financial Group, Inc.	21,454	$462K	0.11%	-127	13F-HR Timeline
Prepared Retirement Institute LLC	21,432	$461K	0.29%	+7,861	13F-HR Timeline
SteelPeak Wealth, LLC	21,415	$461K	0.02%	new	13F-HR Timeline
Sowell Financial Services LLC	21,398	$461K	0.02%	-121	13F-HR Timeline
Hirtle & Co., LLC	21,347	$460K	0.02%	-490	13F-HR Timeline
Balentine LLC	21,234	$457K	0.02%	0	13F-HR Timeline
Heritage Financial Services, LLC	21,213	$457K	0.05%	0	13F-HR Timeline
Shira Ridge Wealth Management	21,114	$455K	0.23%	0	13F-HR Timeline
Keener Financial Planning LLC	21,006	$452K	0.29%	0	13F-HR Timeline
Qube Research & Technologies Ltd	20,989	$452K	<0.01%	+2,192	13F-HR Timeline
Fiduciary Alliance LLC	20,741	$447K	0.04%	-230	13F-HR Timeline
Parkside Financial Bank & Trust	20,726	$446K	0.06%	+13,074	13F-HR Timeline
WEALTHGARDEN F.S. LLC	20,484	$441K	0.42%	+193	13F-HR Timeline
Lakeridge Wealth Management LLC	20,402	$439K	0.22%	-289	13F-HR Timeline
GWN SECURITIES INC.	19,188	$435K	0.02%	new	13F-HR Timeline
Solutions 4 Wealth, Ltd	20,186	$435K	0.77%	+17	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	19,830	$427K	0.18%	0	13F-HR Timeline
NOVUS ADVISORS, LLC	19,824	$427K	0.43%	+60	13F-HR Timeline
Aull & Monroe Investment Management Corp	19,785	$426K	0.21%	0	13F-HR Timeline
BetterWealth, LLC	19,695	$424K	0.12%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	19,578	$422K	0.02%	new	13F-HR Timeline
Black Diamond Financial, LLC	19,543	$421K	0.06%	+1,460	13F-HR Timeline
EVOKE WEALTH, LLC	19,506	$420K	0.01%	-492	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	19,427	$418K	0.05%	-91	13F-HR Timeline Group
Arlington Trust Co LLCin group Arlington Trust Co LLC	19,331	$416K	0.09%	+2,424	13F-HR Timeline Group
EVERGREEN CAPITAL MANAGEMENT LLC	19,325	$416K	0.01%	-12	13F-HR Timeline
Baldwin Investment Management, LLC	19,279	$415K	0.05%	new	13F-HR Timeline
BlackRock, Inc.in group BlackRock, Inc.	19,143	$412K	<0.01%	-12,033	13F-HR Timeline Group
LEDERER & ASSOCIATES INVESTMENT COUNSEL…	18,999	$409K	0.3%	0	13F-HR Timeline
Aviance Capital Partners, LLC	18,963	$408K	0.06%	-125	13F-HR Timeline