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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,213 13F filers) reported a position in SCHB shares at 2025-06-30, 536,334,884 shares in all. 86 filers opened a position and 46 filers sold out during the quarter.

Managers
1,205
13F filers
1,213
New
86
Added
497
Reduced
426
Sold out
46
Shares held by filers
536,334,884

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Advisors, Ltd. LLC40,372$962K0.12%+2,74713F-HRTimeline
Summit Place Financial Advisors, LLC40,364$962K0.48%+60013F-HRTimeline
Tandem Investment Partners LLC40,194$958K0.84%-54113F-HRTimeline
Waterloo Capital, L.P.40,002$953K0.08%-98013F-HRTimeline
Wealthstream Advisors, Inc.39,863$950K0.16%+4,46213F-HRTimeline
Exchange Capital Management, Inc.39,842$949K0.14%-1,40013F-HRTimeline
Waycross Investment Management Co39,774$948K0.99%013F-HRTimeline
Indie Asset Partners, LLC39,773$948K1.72%-1,95013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…39,201$934K<0.01%-56313F-HRTimelineGroup
CAP Partners, LLC39,054$931K0.59%-9813F-HRTimeline
Farrow Financial, Inc.38,792$924K0.56%+3,67813F-HRTimeline
Northern Capital Management, Inc.38,475$917K0.54%+78913F-HRTimeline
Premier Path Wealth Partners, LLC38,422$916K0.13%+113F-HRTimeline
COUNTRY TRUST BANK38,250$911K0.02%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC37,938$904K0.11%+7513F-HRTimeline
Bridgewater Advisors Inc.36,792$902K0.07%+6313F-HRTimeline
Legacy Wealth Management, LLC37,787$900K0.06%+85413F-HRTimeline
PINKERTON WEALTH, LLC37,768$900K0.11%-402,71813F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC37,019$882K0.08%-1,58213F-HRTimeline
Martin Worley Group36,912$880K0.43%-3,88713F-HRTimeline
BLB&B Advisors, LLC36,908$880K0.04%-1,66913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.36,852$878K0.01%013F-HRTimelineGroup
Evanson Asset Management, LLC36,843$878K0.05%+1,53113F-HRTimeline
Burton Enright Welch36,563$871K0.15%-70713F-HRTimeline
Phocas Financial Corp.36,417$868K0.12%013F-HRTimeline
High Probability Advisors, LLC36,325$866K0.13%+3,27113F-HRTimeline
MassMutual Private Wealth & Trust, FSB36,225$863K0.02%-2,35013F-HRTimeline
MainStreet Investment Advisors LLC36,225$863K0.12%-2,35013F-HRTimeline
EWG Elevate Inc.35,790$853K0.26%-28313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC35,743$852K0.02%+10313F-HRTimeline
Bedel Financial Consulting, Inc.35,738$852K0.12%+4413F-HRTimeline
DIVERSIFIED TRUST CO35,522$847K0.02%-2313F-HRTimeline
MARQUETTE ASSOCIATES, INC.35,182$838K0.82%013F-HRTimeline
Ironwood Financial, llc38,821$836K0.18%013F-HRTimeline
One Day In July LLC34,917$832K0.08%-31213F-HRTimeline
Hudock, Inc.34,636$825K0.13%-20213F-HRTimeline
Crewe Advisors LLC34,599$825K0.12%+8,72113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,485$822K0.1%+3213F-HRTimeline
Consilium Wealth Advisory, LLC34,470$821K0.35%013F-HRTimeline
Mason & Associates Inc34,106$813K0.19%+913F-HRTimeline
DecisionMap Wealth Management, LLC34,040$811K0.56%-8713F-HRTimeline
Costello Asset Management, INC33,988$810K0.3%-17513F-HRTimeline
Geneos Wealth Management Inc.33,800$805K0.02%-13,08613F-HRTimeline
LaSalle St. Investment Advisors, LLC33,687$802K0.22%013F-HRTimeline
One Wealth Management Investment & Advi…33,589$800K1.03%+7,47313F-HRTimeline
DecisionPoint Financial, LLC33,423$796K0.2%013F-HRTimeline
Northwest Capital Management Inc33,408$796K0.43%-11,37213F-HRTimeline
Westmount Partners, LLC33,315$794K0.22%-75613F-HRTimeline
Mission Creek Capital Partners, Inc.33,106$789K0.18%-5013F-HRTimeline
AdvisorNet Financial, Inc32,944$785K0.05%+2913F-HRTimeline
Next Capital Management LLC32,926$785K0.29%+9713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…32,348$771K0.03%+1,73413F-HRTimelineGroup
Steward Partners Investment Advisory, L…32,000$763K0.01%+15,84513F-HRTimeline
Ironwood Investment Counsel, LLC32,000$763K0.12%-7613F-HRTimeline
MCF Advisors LLC31,857$759K0.05%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP31,529$751K0.01%+1,34513F-HRTimelineGroup
R. W. Roge & Company, Inc.31,339$746K0.42%-86213F-HRTimeline
Smartleaf Asset Management LLC31,420$745K0.07%+19,93513F-HRTimeline
Federation des caisses Desjardins du Qu…31,200$743K<0.01%-4,25013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC31,158$742K0.59%-9,67713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…31,046$740K0.03%-54413F-HRTimeline
Aegis Wealth Management LLC34,187$736K0.44%013F-HRTimeline
Sunpointe, LLC30,826$735K0.29%-79613F-HRTimeline
Joel Isaacson & Co., LLC30,668$731K0.03%+9113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE30,253$721K0.13%-8,80813F-HRTimeline
Horan Securities, Inc.30,207$720K0.25%+2,61813F-HRTimeline
Foundation Wealth Management, LLC\PA30,144$718K0.31%+16,20013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV30,131$718K0.18%+49113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co30,000$715K0.05%013F-HRTimelineGroup
Bowie Capital Management, LLC30,000$715K0.03%-9,00013F-HRTimeline
BANTAMAC CAPITAL, LLC30,000$715K0.26%013F-HRTimeline
Callan Family Office, LLC30,000$715K0.02%013F-HRTimeline
Sterling Group Wealth Management, LLC29,841$711K0.39%-21,59613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29,754$709K0.26%-2,78113F-HRTimeline
Denver PWM, LLC29,523$704K0.22%+8713F-HRTimeline
Copperwynd Financial, LLC29,519$703K0.18%new13F-HRTimeline
North Star Investment Management Corp.29,352$699K0.05%013F-HRTimeline
Twele Capital Management, Inc.29,174$695K0.14%+6513F-HRTimeline
Horizon Investment Services, LLC29,162$695K0.3%-1,32813F-HRTimeline
Foster Victor Wealth Advisors, LLC28,669$691K0.05%+42613F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC28,936$690K0.17%new13F-HRTimeline
Traction Financial Partners, LLC28,904$689K0.47%+1,51113F-HRTimeline
Econ Financial Services Corp28,685$684K0.35%-2,68913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.28,500$683K0.13%-32,89413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC28,578$681K0.07%-49813F-HRTimeline
Patton Albertson Miller Group, LLC28,434$678K0.09%+27813F-HRTimeline
Wernau Asset Management Inc.28,194$672K0.76%013F-HRTimeline
Composition Wealth, LLC28,185$672K0.01%-3,03013F-HRTimeline
GWN SECURITIES INC.27,980$667K0.12%+8,79213F-HRTimeline
Edge Financial Advisors LLC27,790$662K0.35%new13F-HRTimeline
Rehmann Capital Advisory Group27,748$661K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,673$659K0.02%+1,64713F-HRTimelineGroup
McAdam, LLC27,592$658K0.04%+1,43913F-HRTimeline
Reliant Wealth Planning27,189$648K0.25%013F-HRTimeline
Perennial Advisors, LLC27,187$648K0.12%-27213F-HRTimeline
AF Advisors, Inc.26,980$643K0.22%+713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,874$640K0.23%+3213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC26,869$640K0.09%+1,47113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.26,811$639K0.16%-4,56013F-HRTimeline
Abound Wealth Management26,718$637K0.18%+17,02913F-HRTimeline
Annex Advisory Services, LLC26,305$627K0.02%-3,94213F-HRTimeline
Smith Anglin Financial, LLC26,165$624K0.06%+7713F-HRTimeline
Womack Financial LLC26,015$620K0.52%+1,57813F-HR/ATimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …26,005$620K0.12%+7613F-HRTimeline
Aletheian Wealth Advisors LLC25,860$616K0.3%+313F-HRTimeline
Bordeaux Wealth Advisors LLC25,763$614K0.08%+813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC25,591$610K0.29%-7,77013F-HRTimeline
AE Wealth Management LLC25,449$606K<0.01%-7,87613F-HRTimeline
Pinnacle Bancorp, Inc.25,432$606K0.19%013F-HRTimeline
GS Investments, Inc.25,370$605K0.27%-61013F-HRTimeline
Goelzer Investment Management, Inc.25,314$603K0.03%+2,88613F-HRTimeline
Aquire Wealth Advisors, LLC25,261$602K0.16%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…25,236$601K0.05%+213F-HRTimeline
My Personal CFO, LLC25,220$601K0.27%+1713F-HRTimeline
ACAS, LLC24,081$600K0.4%-7513F-HRTimeline
Shakespeare Wealth Management, LLC25,089$598K0.16%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC24,924$594K0.06%-7,40013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources24,880$593K<0.01%+11,44513F-HRTimelineGroup
Scott & Selber, Inc.24,790$591K0.16%+1613F-HRTimeline
OLIO Financial Planning24,782$591K0.19%-113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,730$589K0.01%-75313F-HRTimelineGroup
Greenline Partners, LLC24,697$589K0.08%-192,14413F-HRTimeline
Summit Asset Management, LLC24,625$587K0.1%+66713F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.24,418$582K0.34%-1,61913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.24,415$582K0.01%-1,15813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,343$580K0.01%-18,36513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …24,263$578K0.04%-1,56313F-HR/ATimeline
Stone Summit Wealth LLC24,177$576K0.18%+12,22313F-HRTimeline
Rollins Financial Advisors, LLC24,137$575K0.09%013F-HRTimeline
WEALTHGARDEN F.S. LLC23,576$575K0.48%+3,09213F-HRTimeline
Integris Wealth Management, LLC24,107$574K0.15%new13F-HRTimeline
Sightline Wealth Advisors, LLC24,058$573K0.28%+21413F-HRTimeline
Three Bridge Wealth Advisors, LLC24,052$573K0.15%+12,99613F-HRTimeline
Broadleaf Partners, LLC24,045$573K0.13%+2613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.23,970$571K0.05%-2,44513F-HRTimeline
Fisher Asset Management, LLC23,966$571K<0.01%+13,70713F-HRTimeline
LANARK FINANCIAL, INC.23,962$571K0.05%+8113F-HRTimeline
FOSTER & MOTLEY INC23,936$570K0.03%-25313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,870$569K0.05%+213F-HRTimelineGroup
Walkner Condon Financial Advisors LLC23,837$568K0.1%+1,56813F-HRTimeline
Winthrop Capital Management, LLC23,700$565K0.14%-6,73913F-HRTimeline
IRON Financial LLC23,509$560K0.3%+1513F-HRTimeline
Capstone Financial Advisors, Inc.23,491$560K0.03%-69013F-HRTimeline
Clay Northam Wealth Management, LLC23,421$558K0.36%013F-HRTimeline
Dynamic Advisor Solutions LLC23,319$556K0.02%+5813F-HRTimeline
Mayflower Financial Advisors, LLC23,304$555K0.08%013F-HRTimeline
Waterford Advisors, LLC139,009$547K0.22%+116,06513F-HRTimeline
Sterling Wealth Management, Inc.22,939$547K0.19%13F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…22,924$546K0.36%+3,92513F-HRTimeline
Blankinship & Foster, LLC22,569$538K0.13%+413F-HRTimeline
Custos Family Office, LLC22,529$537K0.17%-44513F-HRTimeline
Stockman Wealth Management, Inc.22,510$536K0.07%-21013F-HRTimeline
Faithward Advisors, LLC22,398$534K0.08%-4113F-HRTimeline
Harbor Asset Planning, Inc.22,122$527K0.5%13F-HRTimeline
Vanguard Capital Wealth Advisors22,006$524K0.52%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.21,961$523K0.01%+3513F-HRTimeline
Clarity Wealth Advisors, LLC21,916$522K0.13%-1,28613F-HRTimeline
SteelPeak Wealth, LLC21,842$521K0.02%+42713F-HRTimeline
Heritage Financial Services, LLC21,765$519K0.05%+55213F-HRTimeline
RIA Advisory Group LLC21,723$518K0.15%-2,12113F-HRTimeline
Naviter Wealth, LLC21,696$517K0.06%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC21,642$516K0.2%-54413F-HRTimeline
Argent Trust Co21,636$516K0.02%013F-HRTimeline
NorthRock Partners, LLC21,613$515K0.01%+4,26313F-HR/ATimeline
Prepared Retirement Institute LLC21,515$513K0.3%+8313F-HRTimeline
EVERETT HARRIS & CO /CA/21,465$512K0.01%-26013F-HRTimeline
Sovereign Financial Group, Inc.21,462$511K0.11%+813F-HRTimeline
NWAM LLC21,300$511K0.03%+2,34513F-HR/ATimeline
Per Stirling Capital Management, LLC.21,425$511K0.07%-11413F-HRTimeline
Hirtle & Co., LLC21,347$509K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC21,183$505K0.01%+2,33013F-HRTimeline
Shira Ridge Wealth Management21,114$503K0.23%013F-HRTimeline
Keener Financial Planning LLC21,006$500K0.25%013F-HRTimeline
Parkside Financial Bank & Trust20,735$494K0.05%+913F-HRTimeline
Armbruster Capital Management, Inc.20,690$493K0.09%-3,90213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,595$491K0.01%-19,52513F-HRTimelineGroup
Dakota Wealth Management20,313$484K0.01%-1,30213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,830$473K0.19%013F-HRTimeline
Black Diamond Financial, LLC19,705$470K0.07%+16213F-HRTimeline
BetterWealth, LLC19,695$469K0.12%013F-HRTimeline
Aull & Monroe Investment Management Corp19,563$466K0.25%-22213F-HRTimeline
Arkadios Wealth Advisors19,386$462K0.01%+8,19313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,333$461K0.05%-9413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC19,325$461K0.01%013F-HRTimeline
West Financial Advisors, LLC19,203$458K0.08%-6,95113F-HRTimeline
Baldwin Investment Management, LLC19,187$457K0.06%-9213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,143$456K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC19,025$453K0.04%+90013F-HRTimeline
Gilbert & Cook, Inc.18,979$452K0.06%-5,29613F-HRTimeline
Aviance Capital Partners, LLC18,963$452K0.06%013F-HRTimeline
Vickerman Investment Advisors, Inc.18,867$450K0.1%+5613F-HRTimeline
Balefire, LLC18,840$449K0.1%013F-HRTimeline
Seneca House Advisors18,802$448K0.19%+2,59113F-HRTimeline
AlphaStar Capital Management, LLC18,719$446K0.03%new13F-HRTimeline
Apella Capital, LLC18,580$445K0.01%+4613F-HRTimeline
Fiduciary Alliance LLC18,688$445K0.03%-2,05313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC18,686$445K0.09%-64513F-HRTimelineGroup
Lakeridge Wealth Management LLC18,672$445K0.2%-1,73013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC18,583$443K0.03%+3013F-HRTimeline
Sowell Financial Services LLC18,513$441K0.02%-2,88513F-HRTimeline