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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,214 13F filers) reported a position in SCHB shares at 2025-09-30, 470,243,597 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.

Managers
1,205
13F filers
1,214
New
67
Added
484
Reduced
451
Sold out
48
Shares held by filers
470,243,597

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BARRETT & COMPANY, INC.40,581$1.04M0.36%-96113F-HRTimeline
FF Advisors,LLC40,513$1.04M0.5%-1,56613F-HRTimeline
GREENLEAF TRUST40,350$1.04M0.01%-22813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…40,342$1.04M<0.01%+1,14113F-HRTimelineGroup
Evanson Asset Management, LLC40,135$1.03M0.06%+3,29213F-HRTimeline
Waterloo Capital, L.P.40,073$1.03M0.08%+7113F-HRTimeline
Northern Capital Management, Inc.39,900$1.03M0.56%+1,42513F-HRTimeline
BlueStem Wealth Partners, LLC39,847$1.02M0.12%-93513F-HRTimeline
Waycross Investment Management Co39,776$1.02M1.04%+213F-HRTimeline
Indie Asset Partners, LLC39,773$1.02M1.36%013F-HRTimeline
Tandem Investment Partners LLC39,573$1.02M0.84%-62113F-HRTimeline
Premier Path Wealth Partners, LLC38,907$1M0.13%+48513F-HRTimeline
Ironwood Financial, llc38,752$996K0.18%-6913F-HRTimeline
Legacy Wealth Management, LLC38,461$989K0.06%+67413F-HRTimeline
COUNTRY TRUST BANK38,250$983K0.02%013F-HRTimeline
CAP Partners, LLC38,212$982K0.56%-84213F-HRTimeline
One Day In July LLC37,997$977K0.08%+3,08013F-HRTimeline
Diligent Investors, LLC37,921$975K0.25%-3,99613F-HRTimeline
Y-Intercept (Hong Kong) Ltd37,577$966K0.02%new13F-HRTimeline
High Probability Advisors, LLC37,326$960K0.13%+1,00113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources36,880$948K<0.01%+12,00013F-HRTimelineGroup
Phocas Financial Corp.36,417$936K0.12%013F-HRTimeline
DIVERSIFIED TRUST CO36,409$936K0.02%+88713F-HRTimeline
One Wealth Management Investment & Advi…36,231$932K1.08%+2,64213F-HRTimeline
Burton Enright Welch36,225$931K0.14%-33813F-HRTimeline
MassMutual Private Wealth & Trust, FSB36,225$931K0.02%013F-HRTimeline
MainStreet Investment Advisors LLC36,225$931K0.13%013F-HRTimeline
Bridgewater Advisors Inc.36,052$929K0.06%-74013F-HRTimeline
Bedel Financial Consulting, Inc.35,781$920K0.12%+4313F-HRTimeline
Aegis Wealth Management LLC34,948$899K0.48%+76113F-HRTimeline
Crewe Advisors LLC34,743$893K0.09%+14413F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,485$887K0.09%013F-HRTimeline
Consilium Wealth Advisory, LLC34,470$886K0.34%013F-HRTimeline
Hudock, Inc.34,360$883K0.13%-27613F-HRTimeline
Mason & Associates Inc34,115$877K0.18%+913F-HRTimeline
DecisionMap Wealth Management, LLC34,040$875K0.56%013F-HRTimeline
LaSalle St. Investment Advisors, LLC33,687$866K0.16%013F-HRTimeline
DecisionPoint Financial, LLC33,423$862K0.2%013F-HRTimeline
Costello Asset Management, INC33,421$859K0.29%-56713F-HRTimeline
Northwest Capital Management Inc33,408$859K0.9%013F-HRTimeline
Traction Financial Partners, LLC33,301$856K0.53%+4,39713F-HRTimeline
AdvisorNet Financial, Inc33,212$854K0.05%+26813F-HRTimeline
Mission Creek Capital Partners, Inc.33,173$853K0.17%+6713F-HRTimeline
MARQUETTE ASSOCIATES, INC.33,142$852K1.03%-2,04013F-HRTimeline
Next Capital Management LLC33,021$849K0.28%+9513F-HRTimeline
WEALTHGARDEN F.S. LLC32,748$848K0.61%+9,17213F-HRTimeline
Westmount Partners, LLC32,802$846K0.22%-51313F-HRTimeline
Apex Wealth Management, LLC32,890$846K0.6%-18,20313F-HRTimeline
Smartleaf Asset Management LLC32,716$839K0.05%+1,29613F-HRTimeline
Geneos Wealth Management Inc.32,541$837K0.02%-1,25913F-HRTimeline
Sunpointe, LLC32,496$835K0.3%+1,67013F-HRTimeline
COMERICA BANK31,685$815K<0.01%+17,09313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP31,533$811K0.01%+413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…31,340$805K<0.01%+14013F-HRTimeline
Ironwood Investment Counsel, LLC31,250$803K0.12%-75013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC31,248$803K0.6%+9013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…31,214$803K0.03%+16813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC30,952$796K0.08%+2,37413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…30,911$795K0.02%-1,43713F-HRTimelineGroup
Joel Isaacson & Co., LLC30,757$791K0.03%+8913F-HRTimeline
Foundations Investment Advisors, LLC30,512$784K0.01%+9,32913F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV30,437$783K0.18%+30613F-HRTimeline
MCF Advisors LLC30,250$778K0.05%-1,60713F-HRTimeline
My Personal CFO, LLC30,144$775K0.3%+4,92413F-HRTimeline
Foundation Wealth Management, LLC\PA30,144$775K0.3%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp30,142$775K0.04%-89,73613F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co30,000$771K0.05%013F-HRTimelineGroup
Bowie Capital Management, LLC30,000$771K0.03%013F-HRTimeline
BANTAMAC CAPITAL, LLC30,000$771K0.58%013F-HRTimeline
Callan Family Office, LLC30,000$771K0.02%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29,989$771K0.27%+23513F-HRTimeline
Sterling Group Wealth Management, LLC29,927$769K0.38%+8613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC29,472$758K0.32%+3,88113F-HRTimeline
Foster Victor Wealth Advisors, LLC29,245$756K0.05%+57613F-HRTimeline
North Star Investment Management Corp.29,352$755K0.05%013F-HRTimeline
Horizon Investment Services, LLC29,330$754K0.28%+16813F-HRTimeline
Rehmann Capital Advisory Group28,942$744K0.04%+1,19413F-HRTimeline
Beacon Capital Management, LLC28,943$744K0.11%+27,72013F-HRTimeline
Composition Wealth, LLC28,820$741K0.01%+63513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,641$736K0.01%+3,91113F-HRTimelineGroup
Twele Capital Management, Inc.28,383$730K0.13%-79113F-HRTimeline
Wernau Asset Management Inc.28,194$725K0.75%013F-HRTimeline
Econ Financial Services Corp28,126$723K0.36%-55913F-HRTimeline
Avidian Wealth Enterprises, LLC28,086$722K0.03%-21,69813F-HRTimeline
R. W. Roge & Company, Inc.27,904$717K0.37%-3,43513F-HRTimeline
Abound Wealth Management27,784$714K0.18%+1,06613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,699$712K0.02%+2613F-HRTimelineGroup
Edge Financial Advisors LLC27,645$711K0.32%-14513F-HRTimeline
Scott & Selber, Inc.27,431$705K0.18%+2,64113F-HR/ATimeline
Denver PWM, LLC29,523$704K0.22%013F-HRTimeline
Root Financial Partners, LLC27,304$702K0.04%+9,53213F-HRTimeline
Perennial Advisors, LLC27,244$700K0.12%+5713F-HRTimeline
Reliant Wealth Planning27,189$699K0.23%013F-HRTimeline
Goelzer Investment Management, Inc.27,180$699K0.04%+1,86613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.27,000$694K0.12%-1,50013F-HRTimeline
AF Advisors, Inc.26,927$692K0.28%-5313F-HRTimeline
Womack Financial LLC26,765$688K0.52%+75013F-HRTimeline
Sightline Wealth Advisors, LLC26,688$686K0.31%+2,63013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC26,649$685K0.06%+7,31613F-HRTimelineGroup
Patton Albertson Miller Group, LLC26,589$684K0.08%-1,84513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.26,559$683K0.05%-39,46013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,552$683K0.15%-32213F-HRTimeline
McAdam, LLC26,513$682K0.03%-1,07913F-HRTimeline
AE Wealth Management LLC26,498$681K<0.01%+1,04913F-HRTimeline
EWG Elevate Inc.26,470$681K0.21%-9,32013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…26,386$678K0.05%+1,15013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …26,081$671K0.12%+7613F-HRTimeline
SteelPeak Wealth, LLC26,016$669K0.02%+4,17413F-HRTimeline
Aletheian Wealth Advisors LLC25,862$665K0.31%+213F-HRTimeline
Sonora Investment Management Group, LLC25,671$660K0.05%+9,06913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,610$658K0.04%+1,34713F-HRTimeline
Aquire Wealth Advisors, LLC25,261$649K0.16%013F-HRTimeline
Summit Asset Management, LLC25,233$649K0.1%+60813F-HRTimeline
Pinnacle Bancorp, Inc.25,092$645K0.19%-34013F-HRTimeline
Shakespeare Wealth Management, LLC25,089$645K0.15%013F-HRTimeline
Hamilton Point Investment Advisors, LLC25,067$644K0.1%+19,46613F-HRTimeline
Greenline Partners, LLC24,969$642K0.08%+27213F-HRTimeline
OLIO Financial Planning24,781$637K0.19%-113F-HRTimeline
Annex Advisory Services, LLC24,715$635K0.01%-1,59013F-HRTimeline
Hershey Financial Advisers, LLC24,504$630K0.54%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,452$629K0.01%+10913F-HRTimelineGroup
Almanack Investment Partners, LLC.24,183$622K0.1%-76,41013F-HRTimeline
Rollins Financial Advisors, LLC24,137$621K0.09%013F-HRTimeline
Integris Wealth Management, LLC24,107$620K0.15%013F-HRTimeline
Three Bridge Wealth Advisors, LLC24,065$619K0.16%+1313F-HRTimeline
LANARK FINANCIAL, INC.23,962$616K0.05%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,870$614K0.05%013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC23,837$613K0.1%013F-HRTimeline
Broadleaf Partners, LLC23,823$612K0.13%-22213F-HRTimeline
Stone Summit Wealth LLC23,589$606K0.17%-58813F-HRTimeline
IRON Financial LLC23,524$605K0.29%+1513F-HRTimeline
Capstone Financial Advisors, Inc.23,503$604K0.03%+1213F-HRTimeline
GS Investments, Inc.23,370$601K0.3%-2,00013F-HRTimeline
Mayflower Financial Advisors, LLC23,304$597K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC23,140$595K0.02%-17913F-HRTimeline
Waterford Advisors, LLC22,944$590K0.2%-116,06513F-HRTimeline
Clay Northam Wealth Management, LLC22,671$583K0.33%-75013F-HRTimeline
Blankinship & Foster, LLC22,573$580K0.13%+413F-HRTimeline
Custos Family Office, LLC22,529$579K0.33%013F-HRTimeline
Blue Trust, Inc.22,375$575K0.01%+41413F-HRTimeline
Faithward Advisors, LLC22,328$574K0.09%-7013F-HRTimeline
Schrum Private Wealth Management LLC22,257$572K0.42%+4,40713F-HRTimeline
FOSTER & MOTLEY INC22,126$569K0.03%-1,81013F-HRTimeline
Vanguard Capital Wealth Advisors22,071$567K0.45%+6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arkadios Wealth Advisors21,872$562K0.01%+2,48613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC21,831$561K0.07%-5,03813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE21,769$560K0.08%-8,48413F-HRTimeline
Clarity Wealth Advisors, LLC21,768$560K0.12%-14813F-HRTimeline
Naviter Wealth, LLC21,696$558K0.06%013F-HRTimeline
Argent Trust Co21,636$556K0.02%013F-HRTimeline
Heritage Financial Services, LLC21,613$556K0.05%-15213F-HRTimeline
RIA Advisory Group LLC21,580$555K0.14%-14313F-HRTimeline
Prepared Retirement Institute LLC21,555$554K0.29%+4013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,537$554K0.01%-15,31513F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC21,471$552K0.2%-17113F-HRTimeline
Sovereign Financial Group, Inc.21,453$552K0.1%-913F-HRTimeline
Per Stirling Capital Management, LLC.21,394$550K0.07%-3113F-HRTimeline
Hirtle & Co., LLC21,347$549K0.02%013F-HRTimeline
SHUTTLEWORTH & Co21,267$547K0.5%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,248$546K0.01%+7,53513F-HRTimelineGroup
NWAM LLC21,149$545K0.03%-15113F-HR/ATimeline
Keener Financial Planning LLC21,153$543K0.25%+14713F-HRTimeline
Shira Ridge Wealth Management21,114$543K0.23%013F-HRTimeline
Clearstead Advisors, LLC20,985$540K0.01%+7,91313F-HRTimeline
Armbruster Capital Management, Inc.20,781$534K0.09%+9113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC20,466$526K0.06%-4,45813F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…20,474$526K0.34%-2,45013F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC20,367$524K0.05%-16,65213F-HRTimeline
Magnus Financial Group LLC20,366$524K0.04%+6,18213F-HRTimeline
GPS Wealth Strategies Group, LLC20,125$517K0.05%+19,67513F-HRTimeline
ISTHMUS PARTNERS, LLC20,108$517K0.11%new13F-HRTimeline
NorthRock Partners, LLC20,069$516K0.01%-1,54413F-HRTimeline
Vise Technologies, Inc.19,865$511K0.02%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,830$510K0.18%013F-HRTimeline
Aull & Monroe Investment Management Corp19,783$509K0.26%+22013F-HRTimeline
Black Diamond Financial, LLC19,752$508K0.06%+4713F-HRTimeline
Harbor Asset Planning, Inc.19,649$505K0.45%-2,47313F-HRTimeline
Seneca House Advisors19,495$501K0.2%+69313F-HRTimeline
Sowell Financial Services LLC19,363$498K0.02%+85013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,325$497K0.01%013F-HRTimeline
Baldwin Investment Management, LLC19,195$494K0.06%+813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.19,075$490K0.04%-4,89513F-HRTimeline
Anchor Investment Management, LLC19,025$489K0.04%013F-HRTimeline
Gilbert & Cook, Inc.18,979$488K0.06%013F-HRTimeline
Vickerman Investment Advisors, Inc.18,978$488K0.1%+11113F-HRTimeline
Aviance Capital Partners, LLC18,963$488K0.06%013F-HRTimeline
Allegiance Financial Group Advisory Ser…18,945$487K0.11%+2,27213F-HRTimeline
Balefire, LLC18,840$484K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,748$482K0.01%+11,39113F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC18,686$480K0.09%013F-HRTimelineGroup
Dakota Wealth Management18,633$479K0.01%-1,68013F-HR/ATimeline
Lakeridge Wealth Management LLC18,621$479K0.21%-5113F-HRTimeline
Hardin Capital Partners, LLC18,487$475K0.25%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,456$475K0.18%-113F-HRTimeline
Revolve Wealth Partners, LLC18,408$473K0.06%+1313F-HRTimeline
West Financial Advisors, LLC18,390$473K0.08%-81313F-HRTimeline
Solutions 4 Wealth, Ltd18,382$473K0.73%+2713F-HRTimeline
Werba Rubin Papier Wealth Management18,300$470K0.08%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC18,272$470K0.03%-31113F-HRTimeline
Valeo Financial Advisors, LLC18,214$468K0.01%-113F-HRTimeline