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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,313 managers (1,324 13F filers) reported a position in SCHB shares at 2026-03-31, 598,784,878 shares in all. 75 filers opened a position and 68 filers sold out during the quarter.

Managers
1,313
13F filers
1,324
New
75
Added
521
Reduced
488
Sold out
68
Shares held by filers
598,784,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Ballast Rock Private Wealth LLC43,778$1.1M0.61%+413F-HRTimeline
Colorado Capital Management, Inc.43,563$1.09M0.41%+12213F-HRTimeline
Oakwell Private Wealth Management, LLC43,541$1.09M0.2%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smith Salley Wealth Management42,928$1.08M0.05%-1,04013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC42,749$1.07M0.03%+11713F-HRTimeline
Ketron Financial42,306$1.06M0.38%+6,79913F-HRTimeline
SVB WEALTH LLC42,278$1.06M0.07%-7,49013F-HRTimeline
Hamilton Wealth, LLC42,246$1.06M0.21%013F-HR/ATimeline
Bridgewater Advisors Inc.37,107$1.06M0.06%+97213F-HRTimeline
WLTH Capital Management, LLC41,751$1.05M0.82%-26613F-HR/ATimeline
Twelve Points Wealth Management LLC41,650$1.05M0.23%013F-HRTimeline
BLB&B Advisors, LLC41,621$1.04M0.04%+86013F-HRTimeline
Summit Place Financial Advisors, LLC41,614$1.04M0.5%+40013F-HRTimeline
ROFFMAN MILLER ASSOCIATES INC /PA/41,603$1.04M0.06%+1,78813F-HRTimeline
Mengis Capital Management, Inc.41,354$1.04M0.18%-93613F-HRTimeline
Traction Financial Partners, LLC41,256$1.04M0.64%+5,93713F-HRTimeline
Altus Wealth Group LLC41,066$1.03M0.42%+10513F-HRTimeline
FF Advisors,LLC37,597$1.03M0.42%-2,95613F-HRTimeline
Legacy Wealth Management, LLC40,803$1.02M0.06%+2,78213F-HRTimeline
BARRETT & COMPANY, INC.40,662$1.02M0.35%+3813F-HRTimeline
Capital Advisors, Ltd. LLC40,541$1.02M0.12%-1,35613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC40,451$1.02M0.35%-3,90113F-HRTimeline
GREENLEAF TRUST40,350$1.01M0.01%013F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC40,168$1.01M3.14%-2,17113F-HRTimeline
Waycross Investment Management Co39,857$1M0.96%+19213F-HRTimeline
Soltis Investment Advisors LLC39,702$997K0.06%+1,24013F-HRTimeline
Miller Capital Partners, Inc.39,323$987K0.48%+35813F-HRTimeline
BlueStem Wealth Partners, LLC39,079$981K0.11%+40013F-HRTimeline
Range Advisory, LLC38,956$978K0.18%+8,72513F-HRTimeline
Evanson Asset Management, LLC38,954$978K0.05%-1,32713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC38,893$976K0.11%-11713F-HRTimeline
One Day In July LLC38,790$974K0.08%013F-HRTimeline
Pinnacle Family Advisors, LLC38,410$964K0.45%-6,74513F-HRTimeline
Madrid Wealth Management, LLC37,857$950K0.72%+91613F-HR/ATimeline
Vise Technologies, Inc.36,050$946K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC37,604$944K<0.01%+11,46013F-HRTimelineGroup
One Wealth Management Investment & Advi…37,585$943K1.14%-15013F-HRTimeline
Ironwood Financial, llc37,510$941K0.16%-54313F-HRTimeline
Milestones Private Investment Advisors …37,466$940K0.83%-116,72013F-HRTimeline
Diligent Investors, LLC37,413$939K0.23%+1213F-HRTimeline
CAP Partners, LLC37,257$935K0.53%-2313F-HRTimeline
Abound Wealth Management36,801$924K0.21%+5,22113F-HRTimeline
High Probability Advisors, LLC36,623$919K0.12%-1,85413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding36,594$919K-6,863Timeline
Westmount Partners, LLC36,526$917K0.23%+3,69213F-HRTimeline
Phocas Financial Corp.36,417$914K0.14%013F-HRTimeline
COUNTRY TRUST BANK36,050$905K0.02%013F-HRTimeline
Bedel Financial Consulting, Inc.35,869$900K0.1%+4213F-HRTimeline
Waterloo Capital, L.P.35,765$898K0.06%-2,51813F-HRTimeline
MassMutual Private Wealth & Trust, FSB35,500$891K0.02%-72513F-HRTimeline
MainStreet Investment Advisors LLC35,500$891K0.13%-72513F-HRTimeline
Eaton Financial Holdings Company, LLC35,440$890K0.29%-41513F-HRTimeline
Indie Asset Partners, LLC35,218$884K1.01%-2,68513F-HRTimeline
Burton Enright Welch35,136$882K0.12%-42313F-HRTimeline
Williams Jones Wealth Management, LLC.35,020$879K0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC34,988$878K0.03%-5,52413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources34,948$877K<0.01%-1,12213F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC34,485$866K0.08%013F-HRTimeline
DecisionMap Wealth Management, LLC34,414$864K0.56%-41913F-HRTimeline
Aegis Wealth Management LLC34,357$862K0.49%-34813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC34,200$858K0.85%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC34,159$857K0.68%+27513F-HRTimeline
WEALTHGARDEN F.S. LLC34,107$856K0.58%+39513F-HRTimeline
Rockwood Wealth Management, LLC33,898$851K0.06%new13F-HRTimeline
LAWOOD & CO33,510$841K0.78%013F-HRTimeline
DecisionPoint Financial, LLC33,423$839K0.18%013F-HRTimeline
NorthRock Partners, LLC33,258$835K0.01%+4,67313F-HRTimeline
Next Capital Management LLC33,218$834K0.25%+9313F-HRTimeline
Beacon Capital Management, LLC33,205$833K0.15%+413F-HRTimeline
Mason & Associates Inc34,132$832K0.16%+813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC33,157$832K0.35%-12513F-HRTimeline
Mission Creek Capital Partners, Inc.32,780$823K0.16%-38913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…32,707$821K0.03%+1,24513F-HRTimeline
Geneos Wealth Management Inc.32,553$817K0.02%-1,54213F-HRTimeline
Foster Victor Wealth Advisors, LLC30,465$817K0.05%-47913F-HRTimeline
Consilium Wealth Advisory, LLC32,405$813K0.28%-2,06513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…32,392$813K0.02%+24513F-HRTimelineGroup
Hudock, Inc.32,174$808K0.12%+2313F-HRTimeline
MARQUETTE ASSOCIATES, INC.31,993$803K0.87%013F-HRTimeline
AdvisorNet Financial, Inc31,824$799K0.04%-10913F-HRTimeline
LaSalle St. Investment Advisors, LLC31,787$798K0.11%013F-HRTimeline
Magnus Financial Group LLC31,735$797K0.06%+2,98413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV31,570$792K0.17%+41613F-HRTimeline
Federation des caisses Desjardins du Qu…31,470$790K<0.01%-4013F-HRTimeline
Ironwood Investment Counsel, LLC31,284$785K0.11%+3413F-HRTimeline
Plancorp, LLC29,866$783K0.02%+4813F-HRTimeline
Veracity Capital LLC31,020$779K0.28%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC30,952$777K0.08%013F-HRTimeline
Joel Isaacson & Co., LLC30,940$777K0.03%+8713F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.30,815$773K0.75%013F-HRTimeline
Womack Financial LLC30,604$768K0.57%+85713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC30,588$768K<0.01%+4,39113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP30,502$766K0.01%-3,06513F-HRTimelineGroup
Costello Asset Management, INC30,457$764K0.26%-7913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…30,036$754K0.05%+3,03913F-HRTimeline
Callan Family Office, LLC30,000$753K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co30,000$753K0.04%013F-HRTimelineGroup
Bowie Capital Management, LLC30,000$753K0.04%013F-HRTimeline
Rehmann Capital Advisory Group29,926$751K0.04%-54813F-HRTimeline
Tannin Capital LLC29,703$746K0.54%+113F-HRTimeline
Horizon Investment Services, LLC29,508$741K0.26%+1113F-HRTimeline
BNC WEALTH MANAGEMENT, LLC29,423$739K0.2%-86113F-HRTimeline
North Star Investment Management Corp.29,352$737K0.04%013F-HRTimeline
Northern Capital Management, Inc.29,119$731K0.37%-11,27613F-HRTimeline
GatePass Capital, LLC29,090$730K0.35%-3,00713F-HRTimeline
Crewe Advisors LLC29,033$729K0.06%-93413F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC28,940$726K0.53%-72813F-HRTimeline
Avidian Wealth Enterprises, LLC28,236$709K0.02%+11413F-HRTimeline
BANTAMAC CAPITAL, LLC28,200$708K0.51%013F-HRTimeline
Foundation Wealth Management, LLC\PA28,046$704K0.25%013F-HRTimeline
Fulcrum Equity Management27,885$700K0.68%-14,14013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,834$699K0.02%+6413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,845$699K0.01%+1,44513F-HRTimelineGroup
Twele Capital Management, Inc.27,829$699K0.12%-11513F-HRTimeline
True Blue Financial, LLC27,801$698K0.55%+13,02513F-HRTimeline
ADVISORTRUST PARTNERS, LLC27,797$698K0.29%-1,12513F-HRTimeline
Total Clarity Wealth Management, Inc.27,647$694K0.16%+9,14713F-HRTimeline
KilterHowling LLC27,269$684K0.35%+17,53913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC27,260$684K0.07%-6,36213F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.27,142$681K0.35%+5113F-HRTimeline
Sightline Wealth Advisors, LLC27,089$680K0.29%+18613F-HRTimeline
Scott & Selber, Inc.27,072$680K0.18%-37513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.27,000$678K0.11%013F-HRTimeline
Perennial Advisors, LLC26,981$677K0.12%-2513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV26,972$677K0.24%-4,89413F-HRTimeline
BIP Wealth, LLC26,855$674K0.03%+1,42713F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD26,851$674K0.1%+4313F-HR/ATimeline
CAHABA WEALTH MANAGEMENT, INC.26,697$670K0.05%+6613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,619$668K0.16%+3213F-HRTimeline
Apex Wealth Management, LLC26,552$666K0.46%-6,40413F-HRTimeline
Grandview Asset Management LLC25,644$664K0.19%new13F-HRTimeline
Denver PWM, LLC23,325$663K0.23%-6,19813F-HRTimeline
Apella Capital, LLC24,046$660K0.01%+5,61013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …26,236$659K0.1%+7413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC26,221$658K0.05%+2213F-HRTimelineGroup
Patton Albertson Miller Group, LLC26,065$654K0.08%-45813F-HRTimeline
Clearstead Advisors, LLC26,060$654K0.01%+3,73913F-HRTimeline
McAdam, LLC25,944$651K0.03%-41713F-HRTimeline
R. W. Roge & Company, Inc.25,969$651K0.31%-1,93513F-HRTimeline
Greenline Partners, LLC25,118$630K0.07%+8213F-HRTimeline
Shepherd Street Advisors LLC25,117$630K0.62%+1,92413F-HRTimeline
Aletheian Wealth Advisors LLC25,109$630K0.31%13F-HRTimeline
Pinnacle Bancorp, Inc.25,092$630K0.19%013F-HRTimeline
Walkner Condon Financial Advisors LLC25,092$630K0.08%+1,75413F-HRTimeline
Shakespeare Wealth Management, LLC25,089$630K0.15%013F-HRTimeline
FRG Family Wealth Advisors LLC25,075$629K0.1%+7,20213F-HRTimeline
Hamilton Point Investment Advisors, LLC25,067$629K0.1%013F-HRTimeline
OLIO Financial Planning24,779$622K0.17%013F-HRTimeline
Root Financial Partners, LLC24,183$607K0.03%-22413F-HRTimeline
EWA, LLC24,139$606K0.14%-4,82613F-HRTimeline
Tennessee Valley Asset Management Partn…24,122$605K0.08%new13F-HRTimeline
Integris Wealth Management, LLC24,107$605K0.14%013F-HRTimeline
Reliant Wealth Planning24,003$602K0.18%-3,18613F-HRTimeline
Summit Asset Management, LLC23,964$601K0.08%-1,27713F-HRTimeline
Rollins Financial Advisors, LLC23,877$599K0.09%013F-HRTimeline
Centric Wealth Management21,359$592K0.12%new13F-HRTimeline
SHUTTLEWORTH & Co23,523$590K0.53%+85413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp23,521$590K0.03%-2,39613F-HRTimelineGroup
IRON Financial LLC23,441$588K0.26%-9913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,412$588K0.06%013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC23,335$586K0.02%013F-HRTimeline
GS Investments, Inc.23,220$583K0.33%013F-HRTimeline
Aquire Wealth Advisors, LLC23,143$581K0.15%+24013F-HRTimeline
Capstone Financial Advisors, Inc.22,871$574K0.03%-39113F-HRTimeline
FOSTER & MOTLEY INC22,860$574K0.03%-94613F-HRTimeline
Annex Advisory Services, LLC22,780$572K0.01%-53113F-HRTimeline
Black Diamond Financial, LLC22,768$572K0.06%+2,72013F-HRTimeline
Custos Family Office, LLC22,503$565K0.39%013F-HRTimeline
Blue Trust, Inc.22,489$564K0.01%-16113F-HRTimeline
Schrum Private Wealth Management LLC22,386$562K0.43%+6113F-HRTimeline
KILNER CAPITAL ADVISORS, LLC22,336$561K0.54%+2,37813F-HRTimeline
LANDAAS & CO /WI /ADV22,280$559K0.12%new13F-HRTimeline
LANARK FINANCIAL, INC.22,263$559K0.04%-22313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC22,077$554K0.06%+20413F-HRTimeline
Stone Summit Wealth LLC21,859$549K0.15%+913F-HRTimeline
Traynor Capital Management, Inc.22,476$548K0.03%+4,40313F-HRTimeline
Mayflower Financial Advisors, LLC21,807$547K0.07%013F-HRTimeline
Faithward Advisors, LLC21,795$547K0.08%-37213F-HRTimeline
BENNETT SELBY INVESTMENTS LP21,776$547K0.19%+3713F-HRTimeline
Prepared Retirement Institute LLC21,739$546K0.27%+11013F-HR/ATimeline
Vanguard Capital Wealth Advisors21,685$544K0.5%+15913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Argent Trust Co21,636$543K0.02%013F-HRTimeline
Clay Northam Wealth Management, LLC21,521$540K0.3%-1,15013F-HRTimeline
Sovereign Financial Group, Inc.21,482$539K0.09%+1313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,450$538K0.01%013F-HRTimelineGroup
Roberts Wealth Advisors, LLC21,414$538K0.14%new13F-HRTimeline
Hirtle & Co., LLC21,347$536K0.02%013F-HRTimeline
Waterford Advisors, LLC21,744$530K0.17%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE21,127$530K0.08%-22,41013F-HRTimeline
Shira Ridge Wealth Management21,114$530K0.21%013F-HRTimeline
Keener Financial Planning LLC21,006$527K0.22%013F-HRTimeline
Layline Advisors, LLC20,952$526K0.59%13F-HRTimeline
AF Advisors, Inc.20,749$521K0.29%-6,18613F-HRTimeline
Blankinship & Foster, LLC20,680$519K0.11%+413F-HRTimeline
Goelzer Investment Management, Inc.20,658$519K0.03%-1,04913F-HRTimeline
Per Stirling Capital Management, LLC.20,568$516K0.06%+3913F-HRTimeline
Private Wealth Asset Management, LLC20,551$516K0.06%013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…20,500$515K0.4%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…20,474$514K0.36%013F-HRTimeline
Three Bridge Wealth Advisors, LLC20,390$512K0.14%+1213F-HRTimeline