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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,382 managers (1,396 13F filers) reported a position in SCHB shares at 2026-06-30, 536,423,629 shares in all. 119 filers opened a position and 43 filers sold out during the quarter.

Managers
1,382
13F filers
1,396
New
119
Added
539
Reduced
488
Sold out
43
Shares held by filers
536,423,629

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Waterford Advisors, LLC21,744$630K0.17%013F-HRTimeline
Argent Trust Co21,636$627K0.02%013F-HRTimeline
Vanguard Capital Wealth Advisors21,625$626K0.42%-6013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sovereign Financial Group, Inc.21,492$622K0.1%+1013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,450$621K0.01%013F-HRTimelineGroup
SHUTTLEWORTH & Co21,449$621K0.5%-2,07413F-HRTimeline
PRAIRIE ADVISORY, LLC21,370$619K0.15%13F-HRTimeline
Hirtle & Co., LLC21,347$618K0.02%013F-HRTimeline
Denver PWM, LLC20,364$612K0.2%-2,96113F-HRTimeline
Shira Ridge Wealth Management21,114$611K0.21%013F-HRTimeline
Broadleaf Partners, LLC21,055$610K0.12%+1,08713F-HRTimeline
Layline Advisors, LLC21,007$608K0.55%+5513F-HRTimeline
Keener Financial Planning LLC21,006$608K0.22%013F-HRTimeline
Traynor Capital Management, Inc.20,955$607K0.03%-1,52113F-HRTimeline
Clay Northam Wealth Management, LLC20,916$606K0.3%-60513F-HRTimeline
Solutions 4 Wealth, Ltd20,894$605K0.78%+2,11913F-HRTimeline
First Heartland Consultants, Inc.20,836$603K0.04%new13F-HRTimeline
Goelzer Investment Management, Inc.20,807$603K0.03%+14913F-HRTimeline
Blankinship & Foster, LLC20,581$596K0.12%-9913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…20,500$594K0.4%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…20,474$593K0.39%013F-HRTimeline
Centric Wealth Management21,359$592K0.09%013F-HRTimeline
Three Bridge Wealth Advisors, LLC20,401$591K0.15%+1113F-HRTimeline
CDKV HOLDINGS LLC20,391$591K0.46%+713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20,314$588K0.02%-3,20713F-HRTimelineGroup
AF Advisors, Inc.20,256$587K0.29%-49313F-HRTimeline
EVERETT HARRIS & CO /CA/20,175$584K0.01%+1,40013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO20,052$581K0.05%+5313F-HRTimeline
Northstar Financial Companies, Inc.19,975$578K0.39%013F-HRTimeline
TrustWell Financial Advisors, LLC19,868$575K0.49%-18613F-HRTimeline
Seneca House Advisors19,788$573K0.2%-3313F-HRTimeline
Aull & Monroe Investment Management Corp19,739$572K0.24%+15413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,691$570K0.17%013F-HRTimeline
Wernau Asset Management Inc.19,554$566K0.54%013F-HRTimeline
Harbor Asset Planning, Inc.19,454$563K0.42%-31313F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC19,341$560K0.26%+4,62313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,327$560K0.01%-44913F-HRTimeline
RIA Advisory Group LLC19,306$559K0.12%-49313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE19,237$557K0.08%-1,89013F-HRTimeline
Baldwin Investment Management, LLC19,212$556K0.05%013F-HRTimeline
71 West Capital Partners19,185$556K0.02%013F-HRTimeline
Anchor Investment Management, LLC19,086$553K0.04%013F-HRTimeline
Worth Asset Management, LLC19,002$550K0.18%+6,76313F-HRTimeline
Gilbert & Cook, Inc.18,979$550K0.06%013F-HRTimeline
TRUST POINT INC.18,962$549K0.05%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…18,945$549K0.09%013F-HRTimeline
Clarity Capital Advisors, LLC18,897$547K0.23%+2313F-HRTimeline
Balefire, LLC18,840$546K0.09%013F-HRTimeline
Revolve Wealth Partners, LLC18,775$544K0.06%-17813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC18,746$543K0.03%+2713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,608$539K0.03%+16,93513F-HRTimeline
Hardin Capital Partners, LLC18,521$537K0.25%013F-HRTimeline
Your Advocates Ltd., LLP18,482$535K0.15%-1,06513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC18,391$533K0.16%-1,04013F-HRTimeline
Murphy & Mullick Capital Management Corp17,358$532K0.33%+1,45013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding18,329$531K+17,578Timeline
Canvas Wealth Advisors, LLC18,244$528K0.07%+12013F-HRTimeline
Opulen Financial Group LLC18,203$527K0.33%+4,43113F-HRTimeline
Shepherd Financial Partners LLC18,148$526K0.04%+4813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp18,147$526K0.01%-1,18913F-HRTimelineGroup
Strategic Wealth Partners, Ltd.18,126$525K0.03%-43813F-HRTimeline
Royal Capital Wealth Management, LLC18,101$524K0.29%+513F-HRTimeline
SAGE RHINO CAPITAL LLC18,071$523K0.09%+4013F-HRTimeline
Armbruster Capital Management, Inc.18,071$523K0.08%+10013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,051$523K<0.01%013F-HRTimelineGroup
Naviter Wealth, LLC18,024$522K0.05%-6613F-HRTimeline
Old North State Wealth Management, LLC17,893$518K0.22%+4813F-HRTimeline
SAGE FINANCIAL GROUP INC17,828$516K0.03%+9813F-HRTimeline
Garde Capital, Inc.17,776$515K0.02%+213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,700$513K<0.01%013F-HRTimelineGroup
Lakeridge Wealth Management LLC17,680$512K0.19%-38113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO17,629$511K<0.01%+2,81213F-HRTimelineGroup
Clarity Wealth Advisors, LLC17,549$508K0.09%-1,00713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC17,360$503K0.15%+813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,298$501K0.05%-1613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.17,275$500K0.04%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC17,129$496K0.03%+4113F-HRTimeline
Stonebridge Capital Advisors LLC17,063$494K0.03%new13F-HRTimeline
MEMBERS WEALTH LLC17,051$494K0.27%new13F-HRTimeline
NWAM LLC17,048$494K0.02%-68113F-HRTimeline
Front Row Advisors LLC16,475$491K0.14%-13113F-HRTimeline
Gibson Capital, LLC16,929$490K0.08%+85513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16,907$490K0.04%013F-HRTimelineGroup
Klingman & Associates, LLC16,862$488K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC16,805$487K0.02%+2,57213F-HRTimeline
American Money Management, LLC16,800$487K0.07%013F-HRTimeline
FIDUCIENT ADVISORS LLC16,772$486K0.07%-98813F-HRTimeline
GC Wealth Management RIA, LLC16,740$485K0.03%-43813F-HRTimeline
United Asset Strategies, Inc.16,737$485K0.03%013F-HRTimeline
West Financial Advisors, LLC16,681$483K0.07%013F-HRTimeline
MONECO ADVISORS, LLC16,642$482K0.03%+1,20713F-HRTimeline
Cornerstone Planning Group LLC16,662$481K0.06%-16913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,608$481K0.04%13F-HRTimelineGroup
Aviance Capital Partners, LLC16,563$480K0.05%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,557$479K0.01%+113F-HRTimelineGroup
Baltimore-Washington Financial Advisors…16,544$479K0.02%+1913F-HRTimeline
Resolute Advisors LLC16,515$478K0.11%+3613F-HRTimeline
Trevian Wealth Management LLC16,490$478K0.2%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC16,398$475K0.03%013F-HRTimeline
FIRST MANHATTAN CO. LLC.16,390$475K<0.01%+5,53413F-HRTimeline
Accurate Wealth Management, LLC16,225$473K0.05%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,047$465K0.01%-57313F-HRTimeline
Verum Partners LLC16,002$463K0.07%-25313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,992$463K<0.01%+17913F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC15,879$460K0.08%+1,35313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC15,846$459K0.03%+4213F-HRTimeline
Live Oak Investment Partners15,828$458K0.25%013F-HRTimeline
Barnes Wealth Management Group, Inc15,822$458K0.21%013F-HRTimeline
Signal Advisors Wealth, LLC15,604$452K0.02%new13F-HRTimeline
HBW ADVISORY SERVICES LLC15,533$450K0.04%new13F-HRTimeline
Aspen Capital Management, LLC15,463$448K0.1%+6,52413F-HRTimeline
PFG Investments, LLC15,447$447K0.02%+44113F-HRTimeline
Y-Intercept (Hong Kong) Ltd15,445$447K0.01%new13F-HRTimeline
Valeo Financial Advisors, LLC15,440$447K0.01%-61313F-HRTimeline
Balentine LLC15,426$447K0.02%013F-HRTimeline
Bill Few Associates, Inc.15,426$447K0.1%013F-HRTimeline
Steffes Financial, Ltd.15,422$447K0.19%+12813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/15,411$446K0.04%new13F-HRTimeline
Broadview Financial Management, LLC15,362$445K0.27%-4913F-HRTimeline
Ground Swell Capital, LLC15,359$445K0.48%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…15,352$445K0.04%+513F-HRTimeline
Fiduciary Alliance LLC15,325$444K0.03%-46513F-HRTimeline
John W. Brooker & Co., CPAs15,301$443K0.54%+1213F-HRTimeline
Goldstein Advisors, LLC15,294$443K0.04%+3,06413F-HRTimeline
Cooke Wealth Management, LLC15,247$442K0.36%+1,27513F-HRTimeline
Kohmann Bosshard Financial Services, LLC15,239$441K0.04%+1,04313F-HRTimeline
Glenview Trust Co15,235$441K0.01%+7,00013F-HR/ATimeline
Able Wealth Management LLC15,190$440K0.1%+26113F-HRTimeline
Capital Investment Advisors, LLC15,083$437K0.01%+51213F-HRTimeline
Fortune Financial Group, Inc.15,052$436K0.34%-31613F-HRTimeline
Van Hulzen Asset Management, LLC15,050$436K0.03%-8213F-HRTimeline
CULBERTSON A N & CO INC15,000$434K0.05%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…14,984$434K0.02%013F-HRTimeline
Winthrop Capital Management, LLC14,963$433K0.1%+1913F-HRTimeline
Regal Investment Advisors LLC14,888$431K0.02%new13F-HRTimeline
New Republic Capital, LLC14,783$428K0.1%-5613F-HRTimeline
Vickerman Investment Advisors, Inc.14,745$427K0.08%+3913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC14,690$425K0.08%+113F-HRTimeline
Parkside Financial Bank & Trust14,640$424K0.03%-2,88813F-HRTimeline
Journey Advisory Group, LLC14,630$424K0.03%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…14,500$420K0.01%+3513F-HRTimelineGroup
Founders Financial Alliance, LLC14,465$419K0.06%+2,53613F-HRTimeline
North Berkeley Wealth Management, LLC14,382$417K0.17%013F-HRTimeline
Somerset Group LLC14,265$416K0.29%+23313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,365$416K0.01%+3513F-HRTimelineGroup
Hardy Reed LLC14,351$416K0.03%013F-HRTimeline
Disciplined Investments, LLC14,334$415K0.13%013F-HR/ATimeline
Per Stirling Capital Management, LLC.14,329$415K0.04%-6,23913F-HRTimeline
Roberts Wealth Advisors, LLC14,317$415K0.09%-7,09713F-HRTimeline
J HAGAN CAPITAL, INC.14,288$414K0.19%+60113F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.14,280$414K0.36%013F-HRTimeline
Versant Capital Management, Inc14,248$413K0.04%+3713F-HRTimeline
Gainplan LLC14,226$412K0.16%+8113F-HRTimeline
LifeSteps Financial, Inc.14,200$411K0.19%-97813F-HRTimeline
SHP Wealth Management14,172$410K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,030$406K0.01%-5013F-HRTimeline
Align Financial, LLC14,030$406K0.2%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,018$406K0.02%-1913F-HRTimeline
Tranquility Partners, LLC13,997$405K0.14%013F-HRTimeline
Relyea Zuckerberg Hanson LLC13,959$404K0.03%new13F-HR/ATimeline
First Growth Capital LLC13,950$404K0.31%013F-HRTimeline
Connecticut Wealth Management, LLC13,927$403K0.01%+4,99913F-HRTimeline
Expressive Wealth LLC13,865$402K0.38%+1,02613F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,864$402K0.04%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.13,851$401K0.09%-89513F-HRTimelineGroup
ZynergyRetirementPlanningLLC13,781$399K0.22%013F-HRTimeline
Fragasso Financial Advisors Inc13,771$399K0.02%+1113F-HRTimeline
BRADY FAMILY WEALTH, LLC13,746$398K0.11%new13F-HRTimeline
MAYPORT, LLC13,698$397K0.06%013F-HRTimeline
CVFG LLC13,686$396K0.04%+7013F-HRTimeline
TUDOR INVESTMENT CORP ET AL13,679$396K<0.01%-164,81513F-HRTimeline
Clear Harbor Asset Management, LLC13,614$394K0.02%013F-HRTimeline
HARTLINE INVESTMENT CORP/13,582$393K0.03%new13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…13,538$392K0.04%-47013F-HRTimelineGroup
TFO Wealth Partners, LLC13,446$389K0.04%013F-HRTimeline
Pacific Sun Financial Corp13,440$389K0.16%-8013F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.13,396$388K0.19%013F-HRTimeline
Berger Financial Group, Inc13,198$382K0.02%+29813F-HRTimeline
JBGlobal.com LLC13,148$381K0.33%013F-HRTimeline
Index Fund Advisors, Inc.13,147$381K0.02%+1613F-HRTimeline
Pinion Investment Advisors, LLC13,067$378K0.07%+83513F-HRTimeline
Silver Lake Advisory, LLC13,057$378K0.14%+2713F-HRTimeline
Creative Capital Management Investments…13,053$378K0.09%013F-HRTimeline
Heartwood Wealth Advisors LLC12,993$376K0.03%013F-HRTimeline
StoryOne LLC12,984$376K0.18%+12,98413F-HRTimeline
Schrum Private Wealth Management LLC5,950$374K0.38%-16,43613F-HRTimeline
Generations Wealth, LLC12,911$374K0.36%-7913F-HRTimeline
American Financial Advisors, LLC12,866$373K0.04%-75013F-HRTimeline
Trek Financial, LLC12,848$372K0.02%+2,04413F-HRTimeline
Atlatl Advisers LLC12,765$370K0.09%-313F-HRTimeline
New Perspectives, Inc12,689$367K0.11%013F-HRTimeline
55 North Private Wealth, LLC12,672$367K0.07%013F-HRTimeline
JACOBS & CO/CA12,669$366K0.03%-4,10313F-HRTimeline
Choate Investment Advisors12,630$366K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC12,605$365K0.07%+713F-HRTimeline
McCartney Wealth Management LLC12,575$364K0.28%+62213F-HRTimeline
Glassman Wealth Services12,564$364K0.04%+6,98513F-HRTimeline
Red Mountain Financial, LLC12,508$362K0.3%-11013F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,428$360K0.16%+213F-HRTimeline
DRAVO BAY LLC12,411$359K0.12%013F-HRTimeline