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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,308 managers (1,318 13F filers) reported a position in SCHB shares at 2025-12-31, 478,367,946 shares in all. 72 filers opened a position and 37 filers sold out during the quarter.

Managers
1,308
13F filers
1,318
New
72
Added
485
Reduced
472
Sold out
37
Shares held by filers
478,367,946

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Smith Salley Wealth Management43,968$1.15M0.06%013F-HRTimeline
Ballast Rock Private Wealth LLC43,774$1.15M0.72%13F-HRTimeline
Oakwell Private Wealth Management, LLC43,541$1.14M0.21%-63213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SMITHBRIDGE ASSET MANAGEMENT INC/DE43,537$1.14M0.1%+21,76813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding43,457$1.14M+14,816Timeline
Colorado Capital Management, Inc.43,441$1.14M0.43%+13613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,632$1.12M0.03%+12913F-HRTimeline
Twelve Points Wealth Management LLC41,650$1.12M0.25%-1,06813F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC42,339$1.11M3.37%13F-HRTimeline
Mengis Capital Management, Inc.42,290$1.11M0.2%+4413F-HRTimeline
Hamilton Wealth, LLC42,246$1.11M0.21%new13F-HR/ATimeline
WLTH Capital Management, LLC42,017$1.11M0.86%13F-HRTimeline
Fulcrum Equity Management42,025$1.1M1.05%-9613F-HRTimeline
Capital Advisors, Ltd. LLC41,897$1.1M0.12%+97013F-HRTimeline
Summit Place Financial Advisors, LLC41,214$1.08M0.52%+42513F-HRTimeline
Altus Wealth Group LLC40,961$1.07M0.43%+11613F-HRTimeline
BLB&B Advisors, LLC40,761$1.07M0.04%-13313F-HRTimeline
Cornerstone Capital, Inc.40,678$1.07M0.11%013F-HRTimeline
BARRETT & COMPANY, INC.40,624$1.07M0.36%+4313F-HRTimeline
FF Advisors,LLC40,553$1.06M0.47%+4013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC40,512$1.06M0.04%-1,70513F-HRTimeline
Northern Capital Management, Inc.40,395$1.06M0.56%+49513F-HRTimeline
GREENLEAF TRUST40,350$1.06M0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…40,338$1.06M<0.01%-413F-HRTimelineGroup
Evanson Asset Management, LLC40,281$1.06M0.06%+14613F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/39,815$1.04M0.06%new13F-HRTimeline
Waycross Investment Management Co39,665$1.04M0.91%-11113F-HRTimeline
Arkadios Wealth Advisors39,315$1.03M0.02%+17,44313F-HRTimeline
Belvedere Trading LLC39,154$1.03M0.19%-18,80013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC39,010$1.02M0.11%-5,51513F-HRTimeline
Miller Capital Partners, Inc.38,965$1.02M0.52%13F-HRTimeline
Ironwood Financial, llc38,053$1.02M0.17%-69913F-HRTimeline
One Day In July LLC38,790$1.02M0.08%+79313F-HRTimeline
BlueStem Wealth Partners, LLC38,679$1.01M0.11%-1,16813F-HRTimeline
High Probability Advisors, LLC38,477$1.01M0.13%+1,15113F-HRTimeline
Soltis Investment Advisors LLC38,462$1.01M0.07%-3,35513F-HR/ATimeline
Waterloo Capital, L.P.38,283$1M0.07%-1,79013F-HRTimeline
Legacy Wealth Management, LLC38,021$997K0.06%-44013F-HRTimeline
Indie Asset Partners, LLC37,903$994K1.11%-1,87013F-HRTimeline
Y-Intercept (Hong Kong) Ltd37,844$993K0.02%+26713F-HRTimeline
One Wealth Management Investment & Advi…37,735$990K1.08%+1,50413F-HRTimeline
Diligent Investors, LLC37,401$981K0.24%-52013F-HRTimeline
CAP Partners, LLC37,280$978K0.55%-93213F-HRTimeline
Madrid Wealth Management, LLC36,941$969K0.79%13F-HRTimeline
Bridgewater Advisors Inc.36,135$958K0.06%+8313F-HRTimeline
Phocas Financial Corp.36,417$955K0.12%013F-HR/ATimeline
DIVERSIFIED TRUST CO36,348$953K0.02%-6113F-HRTimeline
MassMutual Private Wealth & Trust, FSB36,225$950K0.02%013F-HRTimeline
MainStreet Investment Advisors LLC36,225$950K0.14%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources36,070$946K<0.01%-81013F-HRTimelineGroup
Vise Technologies, Inc.36,050$946K0.02%+16,18513F-HRTimeline
COUNTRY TRUST BANK36,050$946K0.02%-2,20013F-HRTimeline
Eaton Financial Holdings Company, LLC35,855$940K0.25%-5,79313F-HRTimeline
Bedel Financial Consulting, Inc.35,827$940K0.1%+4613F-HRTimeline
AE Wealth Management LLC35,636$935K0.01%+9,13813F-HRTimeline
Burton Enright Welch35,559$933K0.13%-66613F-HRTimeline
Ketron Financial35,507$931K0.31%13F-HRTimeline
Traction Financial Partners, LLC35,319$926K0.55%+2,01813F-HRTimeline
DecisionMap Wealth Management, LLC34,833$914K0.56%+79313F-HRTimeline
Aegis Wealth Management LLC34,705$910K0.51%-24313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC34,485$905K0.09%013F-HRTimeline
Consilium Wealth Advisory, LLC34,470$904K0.33%013F-HRTimeline
WEALTHGARDEN F.S. LLC33,712$902K0.59%+96413F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC34,200$897K0.89%13F-HRTimeline
Mason & Associates Inc34,124$895K0.17%+913F-HRTimeline
Geneos Wealth Management Inc.34,095$894K0.02%+1,55413F-HRTimeline
Wolfstich Capital, LLC32,427$889K0.82%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC33,884$889K0.7%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC33,622$882K0.1%-7,43313F-HRTimeline
Apex Wealth Management, LLC32,956$881K0.89%+6613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP33,567$880K0.01%+2,03413F-HRTimelineGroup
LAWOOD & CO33,510$879K0.83%13F-HRTimeline
DecisionPoint Financial, LLC33,423$877K0.19%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC33,282$873K0.34%+3,81013F-HRTimeline
Beacon Capital Management, LLC33,201$871K0.13%+4,25813F-HRTimeline
Mission Creek Capital Partners, Inc.33,169$870K0.18%-413F-HRTimeline
Next Capital Management LLC33,125$869K0.28%+10413F-HRTimeline
Westmount Partners, LLC32,834$861K0.21%+3213F-HRTimeline
Sunpointe, LLC32,614$855K0.28%+11813F-HRTimeline
Hudock, Inc.32,151$843K0.12%-2,20913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…32,147$843K0.02%+1,23613F-HRTimelineGroup
GatePass Capital, LLC32,097$842K0.43%new13F-HRTimeline
MARQUETTE ASSOCIATES, INC.31,993$839K1.07%-1,14913F-HRTimeline
AdvisorNet Financial, Inc31,933$838K0.04%-1,27913F-HRTimeline
COMERICA BANK31,877$836K<0.01%+19213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV31,866$836K0.29%+1,87713F-HRTimeline
LaSalle St. Investment Advisors, LLC31,787$833K0.13%-1,90013F-HRTimeline
Abound Wealth Management31,580$828K0.19%+3,79613F-HRTimeline
Foster Victor Wealth Advisors, LLC30,944$827K0.05%+1,69913F-HRTimeline
Federation des caisses Desjardins du Qu…31,510$827K<0.01%+17013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…31,462$825K0.03%+24813F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.30,815$821K0.77%13F-HRTimeline
Ironwood Investment Counsel, LLC31,250$820K0.11%013F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV31,154$817K0.18%+71713F-HRTimeline
Veracity Capital LLC31,020$814K0.24%new13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC30,952$812K0.08%013F-HRTimeline
Joel Isaacson & Co., LLC30,853$809K0.03%+9613F-HRTimeline
Costello Asset Management, INC30,536$801K0.26%-2,88513F-HRTimeline
Rehmann Capital Advisory Group30,474$799K0.04%+1,53213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC30,284$794K0.2%-18,17413F-HRTimeline
Range Advisory, LLC30,231$793K0.2%13F-HRTimeline
Callan Family Office, LLC30,000$787K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co30,000$787K0.05%013F-HRTimelineGroup
Bowie Capital Management, LLC30,000$787K0.03%013F-HRTimeline
Crewe Advisors LLC29,967$786K0.07%-4,77613F-HRTimeline
Plancorp, LLC29,818$782K0.02%-14,43413F-HRTimeline
Womack Financial LLC29,747$780K0.58%+2,98213F-HRTimeline
Tannin Capital LLC29,702$779K0.7%13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC29,668$778K0.57%-1,58013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,551$775K0.01%+10,80313F-HRTimelineGroup
Horizon Investment Services, LLC29,497$774K0.28%+16713F-HRTimeline
North Star Investment Management Corp.29,352$770K0.05%013F-HRTimeline
EWA, LLC28,965$760K0.19%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC28,922$759K0.33%13F-HRTimeline
Sterling Group Wealth Management, LLC28,769$755K0.37%-1,15813F-HRTimeline
Magnus Financial Group LLC28,751$754K0.06%+8,38513F-HRTimeline
NorthRock Partners, LLC28,585$750K0.01%+8,51613F-HRTimeline
BANTAMAC CAPITAL, LLC28,200$740K0.52%-1,80013F-HRTimeline
Avidian Wealth Enterprises, LLC28,122$738K0.03%+3613F-HRTimeline
Foundation Wealth Management, LLC\PA28,046$736K0.27%-2,09813F-HRTimeline
Twele Capital Management, Inc.27,944$733K0.13%-43913F-HRTimeline
R. W. Roge & Company, Inc.27,904$731K0.36%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,770$728K0.02%+7113F-HR/ATimelineGroup
Edge Financial Advisors LLC27,492$721K0.3%-15313F-HRTimeline
Scott & Selber, Inc.27,447$720K0.18%+1613F-HRTimeline
Reliant Wealth Planning27,189$713K0.22%013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.27,091$711K0.39%13F-HRTimeline
Perennial Advisors, LLC27,006$708K0.12%-23813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.27,000$708K0.12%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…26,997$708K0.05%+61113F-HRTimeline
AF Advisors, Inc.26,935$706K0.27%+813F-HRTimeline
Qube Research & Technologies Ltd26,916$706K<0.01%-38,88213F-HRTimeline
Sightline Wealth Advisors, LLC26,903$706K0.3%+21513F-HRTimeline
Denver PWM, LLC29,523$704K0.23%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD26,808$703K0.1%13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.26,631$699K0.05%+7213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,587$697K0.17%+3513F-HRTimeline
Patton Albertson Miller Group, LLC26,523$696K0.08%-6613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…26,400$692K0.01%+1,94813F-HRTimelineGroup
McAdam, LLC26,361$691K0.03%-15213F-HRTimeline
Econ Financial Services Corp26,356$691K0.35%-1,77013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC26,199$687K0.06%-45013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC26,197$687K<0.01%new13F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …26,162$686K0.11%+8113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,144$686K<0.01%-132,55613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp25,917$680K0.03%-4,22513F-HRTimelineGroup
BIP Wealth, LLC25,428$667K0.02%+11,76413F-HRTimeline
Wernau Asset Management Inc.25,320$664K0.66%-2,87413F-HRTimeline
My Personal CFO, LLC25,257$662K0.28%-4,88713F-HRTimeline
Summit Asset Management, LLC25,241$662K0.09%+813F-HRTimeline
Pinnacle Bancorp, Inc.25,092$658K0.19%013F-HRTimeline
Shakespeare Wealth Management, LLC25,089$658K0.15%013F-HRTimeline
Hamilton Point Investment Advisors, LLC25,067$658K0.1%013F-HRTimeline
Greenline Partners, LLC25,036$657K0.08%+6713F-HRTimeline
OLIO Financial Planning24,779$650K0.18%-213F-HRTimeline
Root Financial Partners, LLC24,407$640K0.03%-2,89713F-HRTimeline
Broadleaf Partners, LLC24,177$634K0.13%+35413F-HRTimeline
Integris Wealth Management, LLC24,107$632K0.14%013F-HRTimeline
Rollins Financial Advisors, LLC23,877$626K0.09%-26013F-HRTimeline
FOSTER & MOTLEY INC23,806$624K0.03%+1,68013F-HRTimeline
Disciplined Investments, LLC23,744$623K0.24%-38,12713F-HRTimeline
IRON Financial LLC23,540$617K0.28%+1613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,412$614K0.06%-45813F-HRTimelineGroup
Edgestream Partners, L.P.23,358$613K0.02%new13F-HRTimeline
Walkner Condon Financial Advisors LLC23,338$612K0.09%-49913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,335$612K0.02%+9,31013F-HRTimeline
Annex Advisory Services, LLC23,311$611K0.01%-1,40413F-HRTimeline
Capstone Financial Advisors, Inc.23,262$610K0.03%-24113F-HRTimeline
GS Investments, Inc.23,220$609K0.33%-15013F-HRTimeline
Shepherd Street Advisors LLC23,193$608K0.58%13F-HRTimeline
Hershey Financial Advisers, LLC23,174$608K0.51%-1,33013F-HRTimeline
Aquire Wealth Advisors, LLC22,903$601K0.16%-2,35813F-HRTimeline
Clay Northam Wealth Management, LLC22,671$595K0.33%013F-HRTimeline
SHUTTLEWORTH & Co22,669$595K0.54%+1,40213F-HRTimeline
Blue Trust, Inc.22,650$594K0.01%+27513F-HRTimeline
Custos Family Office, LLC22,503$590K0.4%-2613F-HRTimeline
LANARK FINANCIAL, INC.22,486$590K0.04%-1,47613F-HRTimeline
TrustWell Financial Advisors, LLC22,463$589K0.57%13F-HRTimeline
Schrum Private Wealth Management LLC22,325$586K0.43%+6813F-HRTimeline
Clearstead Advisors, LLC22,321$585K0.01%+1,33613F-HRTimeline
Faithward Advisors, LLC22,167$581K0.09%-16113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC21,873$574K0.07%+4213F-HRTimeline
Stone Summit Wealth LLC21,850$573K0.16%-1,73913F-HRTimeline
Mayflower Financial Advisors, LLC21,807$572K0.07%-1,49713F-HRTimeline
Waterford Advisors, LLC21,744$570K0.22%-1,20013F-HRTimeline
BENNETT SELBY INVESTMENTS LP21,739$570K0.18%new13F-HRTimeline
Goelzer Investment Management, Inc.21,707$569K0.03%-5,47313F-HRTimeline
Naviter Wealth, LLC21,696$569K0.07%013F-HRTimeline
Argent Trust Co21,636$568K0.02%013F-HRTimeline
Prepared Retirement Institute LLC21,629$567K0.29%+7413F-HRTimeline
Vanguard Capital Wealth Advisors21,526$565K0.45%-54513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sovereign Financial Group, Inc.21,469$563K0.1%+1613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,450$563K0.01%-8713F-HRTimelineGroup
Hirtle & Co., LLC21,347$560K0.02%013F-HRTimeline
Heritage Financial Services, LLC21,228$557K0.05%-38513F-HRTimeline
Shira Ridge Wealth Management21,114$554K0.22%013F-HRTimeline
Keener Financial Planning LLC21,006$550K0.24%-14713F-HRTimeline
Blankinship & Foster, LLC20,676$542K0.12%-1,89713F-HRTimeline
Private Wealth Asset Management, LLC20,551$539K0.06%+19,67513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…20,500$539K0.45%13F-HRTimeline