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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,177 managers (1,182 13F filers) reported a position in SCHB shares at 2024-12-31, 474,519,555 shares in all. 54 filers opened a position and 39 filers sold out during the quarter.

Managers
1,177
13F filers
1,182
New
54
Added
1,024
Reduced
15
Sold out
39
Shares held by filers
474,519,555

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Hardy Reed LLC18,087$411K0.04%+12,02513F-HRTimeline
Richard P Slaughter Associates Inc18,083$410K0.09%+11,97213F-HRTimeline
Black Diamond Financial, LLC18,083$410K0.06%+12,47413F-HRTimeline
Royal Capital Wealth Management, LLC18,070$410K0.29%+12,04913F-HRTimeline
Baltimore-Washington Financial Advisors…18,069$410K0.02%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,051$410K<0.01%+11,93413F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.18,008$409K0.06%+12,02013F-HRTimeline
United Asset Strategies, Inc.18,000$409K0.04%+12,00013F-HRTimeline
Your Advocates Ltd., LLP17,924$407K0.16%+12,33913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,869$406K0.01%+13,19313F-HRTimelineGroup
Schrum Private Wealth Management LLC17,850$405K0.34%+5,95013F-HRTimeline
Shepherd Financial Partners LLC17,834$405K0.05%+11,91013F-HRTimeline
SAGE RHINO CAPITAL LLC17,808$404K0.09%+11,91013F-HRTimeline
Physician Wealth Advisors, Inc.17,682$401K0.07%-4,53013F-HRTimeline
AA Financial Advisors, LLC17,672$401K0.11%+11,76213F-HRTimeline
Pacific Sun Financial Corp17,640$400K0.22%+11,64013F-HRTimeline
Old North State Wealth Management, LLC17,422$396K0.22%+11,65813F-HRTimeline
Klingman & Associates, LLC17,400$395K0.02%+11,79013F-HRTimeline
NorthRock Partners, LLC17,338$394K0.01%+11,58513F-HR/ATimeline
Gibraltar Capital Management, Inc.17,322$393K0.17%+11,54813F-HRTimeline
Accredited Wealth Management, LLC17,249$392K0.34%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC17,240$391K0.03%+13,60513F-HRTimeline
Anchor Investment Management, LLC17,232$391K0.04%+11,48813F-HRTimeline
AlphaQ Advisors LLC17,186$390K1.07%+11,63813F-HRTimeline
Front Row Advisors LLC17,062$387K0.13%+11,32113F-HRTimeline
Apex Wealth Management, LLC17,009$386K0.33%13F-HRTimeline
Good Life Advisors, LLC17,008$386K0.03%+11,34313F-HRTimeline
American Money Management, LLC16,950$385K0.08%+11,30013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16,907$384K0.08%+16,90113F-HRTimelineGroup
JACOBS & CO/CA16,592$376K0.04%+10,94513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC16,476$374K0.15%+10,98413F-HRTimeline
Valeo Financial Advisors, LLC16,468$374K0.01%+10,97913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,226$368K0.03%+10,82413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…16,139$366K0.02%+11,03613F-HRTimeline
Bill Few Associates, Inc.15,972$363K0.13%+10,64813F-HRTimeline
Index Fund Advisors, Inc.15,947$362K0.02%+10,63113F-HRTimeline
Resolute Advisors LLC15,919$361K0.07%+10,62913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,900$361K0.04%+10,60013F-HRTimelineGroup
APPLETON PARTNERS INC/MA15,851$360K0.03%+10,30613F-HRTimeline
Perritt Capital Management Inc15,777$358K0.19%+14,21513F-HRTimeline
Financial Synergies Wealth Advisors, In…15,755$358K0.04%+10,50613F-HRTimeline
EHRLICH FINANCIAL GROUP15,570$353K0.25%+11,21213F-HRTimeline
WealthBridge Capital Management, LLC15,559$353K0.1%+10,37513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.15,557$353K0.09%+10,31413F-HRTimelineGroup
Pachira Investments Inc.15,439$352K0.22%+10,04513F-HRTimeline
Pinion Investment Advisors, LLC15,385$349K0.14%+10,49913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,357$349K0.01%+10,23813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC15,306$347K0.09%+11,75813F-HR/ATimeline
Total Clarity Wealth Management, Inc.15,189$345K0.11%+9,64313F-HRTimeline
Broadview Financial Management, LLC15,184$345K0.25%+10,14013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC15,171$344K0.11%+10,11413F-HRTimeline
Auxano Advisors, LLC15,068$342K0.09%new13F-HRTimeline
ZynergyRetirementPlanningLLC5,125$341K0.24%013F-HRTimeline
CULBERTSON A N & CO INC15,000$340K0.05%+10,00013F-HRTimeline
Planning Center, Inc.14,954$339K0.04%+7,59413F-HRTimeline
Able Wealth Management LLC14,929$339K0.22%+9,95313F-HRTimeline
FRG Family Wealth Advisors LLC14,824$337K0.06%+10,63813F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.14,808$336K0.15%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,730$334K<0.01%+9,82013F-HRTimelineGroup
UMB Bank, n.a.14,700$334K0.01%+9,80013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tranquility Partners, LLC14,685$333K0.13%+9,79013F-HRTimeline
Michael A. Dubis Financial Planning, LLC14,625$332K0.32%13F-HRTimeline
Pinnacle Bancorp, Inc.14,625$332K0.11%+9,75013F-HRTimeline
WHITTIER TRUST CO14,538$330K<0.01%+9,69213F-HRTimeline
WealthShield Partners, LLC14,474$329K0.05%+10,84713F-HRTimeline
North Berkeley Wealth Management, LLC14,382$326K0.33%13F-HRTimeline
Atlatl Advisers LLC14,366$326K0.19%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC14,336$325K0.11%+9,57313F-HRTimeline
Rossby Financial, LCC14,323$325K0.21%13F-HRTimeline
Somerset Group LLC14,288$324K0.3%+9,89813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…14,275$324K<0.01%+9,49213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,259$324K0.01%+9,50613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,202$322K0.01%+9,09213F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,085$320K0.06%+9,39013F-HRTimeline
Capital Investment Advisors, LLC14,080$320K0.01%+9,42613F-HRTimeline
Fragasso Financial Advisors Inc14,024$318K0.02%+9,36513F-HRTimeline
LifeSteps Financial, Inc.14,016$318K0.24%+9,67613F-HRTimeline
Versant Capital Management, Inc14,004$318K0.07%+9,35213F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,981$317K0.01%+10,17713F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,971$317K0.04%+9,31413F-HRTimeline
Foundation Wealth Management, LLC\PA13,944$317K0.15%13F-HRTimeline
American Financial Advisors, LLC13,928$316K0.04%+8,90513F-HRTimeline
NewEdge Wealth, LLC13,634$310K0.01%+9,09113F-HRTimeline
Prepared Retirement Institute LLC13,571$308K0.18%+9,06313F-HRTimeline
Advisors Capital Management, LLC13,569$308K<0.01%+9,04613F-HRTimeline
Strategic Equity Management13,466$306K0.13%+8,55313F-HRTimeline
Ruggaard & Associates LLC13,441$305K0.13%+8,96113F-HRTimeline
Heartwood Wealth Advisors LLC13,341$303K0.03%+8,89413F-HRTimeline
Worth Asset Management, LLC13,335$303K0.16%+8,65213F-HRTimeline
Carolina Wealth Advisors, LLC13,294$302K0.16%+9,02013F-HRTimeline
Barnes Wealth Management Group, Inc13,293$302K0.2%13F-HRTimeline
Councilmark Asset Management, LLC13,290$302K0.2%+8,86013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,260$301K<0.01%+8,84013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC13,227$300K0.02%+8,82313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC13,218$300K0.05%+8,81213F-HRTimeline
Stone Summit Wealth LLC13,201$300K0.1%+9,96713F-HRTimeline
Pflug Koory, LLC13,176$299K0.15%+8,78413F-HRTimeline
Steward Partners Investment Advisory, L…13,155$299K<0.01%+10,62413F-HRTimeline
JBGlobal.com LLC13,148$298K0.32%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,107$298K<0.01%+8,73813F-HRTimelineGroup
Coppell Advisory Solutions LLC13,059$297K0.04%+8,70613F-HRTimeline
Sandy Spring Bank13,099$297K0.01%+8,73913F-HRTimeline
New Perspectives, Inc13,089$297K0.16%+8,72613F-HRTimeline
BostonPremier Wealth LLC12,978$295K0.18%13F-HRTimeline
Clearstead Advisors, LLC12,892$293K<0.01%+9,23913F-HRTimeline
Rock Point Advisors, LLC12,855$292K0.09%+5,17313F-HRTimeline
Valtinson Bruner Financial Planning LLC12,843$292K0.1%+8,56213F-HRTimeline
MONECO ADVISORS, LLC12,798$291K0.03%+8,53213F-HR/ATimeline
BIP Wealth, LLC12,797$290K0.02%+8,53213F-HRTimeline
Pinnacle Financial Partners Inc4,350$289K0.01%013F-HRTimeline
Ciovacco Capital Management LLC12,676$288K0.16%+8,45013F-HRTimeline
Babb Wealth Advisors LLC12,633$287K0.23%13F-HRTimeline
Choate Investment Advisors12,630$287K0.01%+8,42013F-HRTimeline
Aurora Investment Managers, LLC.12,510$284K0.18%+8,34013F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,426$282K0.17%+8,28413F-HRTimeline
GRANDFIELD & DODD, LLC12,417$282K0.02%+8,27813F-HRTimeline
DRAVO BAY LLC12,411$282K0.14%new13F-HRTimeline
PATTEN & PATTEN INC/TN12,385$281K0.02%+8,25613F-HRTimeline
Boyce & Associates Wealth Consulting, I…12,289$279K0.28%+8,00013F-HRTimeline
GG Group Ventures, LLC12,285$279K0.37%013F-HRTimeline
Murphy & Mullick Capital Management Corp12,267$278K0.26%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,034$273K0.01%+8,68913F-HRTimeline
Crescent Grove Advisors, LLC12,000$272K0.03%+8,00013F-HRTimeline
Squire Investment Management Company, L…12,000$272K0.12%+8,00013F-HRTimeline
Riggs Capital Management LLC11,997$272K0.27%13F-HRTimeline
Vigilare Wealth Management11,860$269K0.11%+7,90813F-HRTimeline
Americana Partners, LLC11,859$269K0.01%+7,90613F-HRTimeline
Creative Capital Management Investments…11,802$268K0.11%+7,86813F-HRTimeline
Simplicity Wealth,LLC11,801$268K0.06%+7,17213F-HRTimeline
Fisher Asset Management, LLC11,792$268K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,768$267K0.01%+7,88013F-HR/ATimelineGroup
Wescott Financial Advisory Group, LLC11,721$266K0.03%+7,81413F-HRTimeline
Berger Financial Group, Inc11,716$266K0.02%+6,50613F-HRTimeline
CLARIS ADVISORS, LLC / MO /11,710$266K0.1%+7,82013F-HRTimeline
Michels Family Financial, LLC11,651$264K0.24%13F-HRTimeline
COMERICA BANK11,636$264K<0.01%+7,45713F-HR/ATimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC11,488$261K0.26%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,468$260K0.04%+7,64513F-HRTimeline
Burt Wealth Advisors11,448$260K0.07%+7,13313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,389$259K0.01%+213F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC11,378$258K0.09%+7,54813F-HRTimeline
Snowden Capital Advisors LLC11,355$258K0.01%+7,57013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC11,291$256K0.24%new13F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…11,220$255K0.02%+7,48013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC11,226$255K<0.01%+7,48413F-HRTimeline
White Pine Investment CO11,205$254K0.07%+7,14213F-HRTimeline
Guardian Financial Partners, LLC11,182$254K0.15%+7,53413F-HRTimeline
Founders Financial Alliance, LLC11,100$252K0.07%+7,38613F-HRTimeline
49 WEALTH MANAGEMENT, LLC11,078$251K0.04%+7,60713F-HRTimeline
Kingsview Wealth Management, LLC11,031$250K<0.01%+7,60413F-HRTimeline
Wedmont Private Capital11,054$249K0.01%+7,31813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,881$247K<0.01%+10,55113F-HRTimelineGroup
Cornerstone Planning Group LLC10,600$247K0.06%+46213F-HRTimeline
Team Hewins, LLC10,764$244K0.1%new13F-HR/ATimeline
ACT WEALTH MANAGEMENT, LLC10,705$243K0.11%+7,21313F-HRTimeline
Bleakley Financial Group, LLC10,687$243K0.01%new13F-HRTimeline
Alley Investment Management Company, LLC10,686$243K0.03%+7,12413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,665$242K<0.01%+7,11013F-HRTimelineGroup
Empirical Asset Management, LLC10,640$242K0.08%+7,11913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,590$240K0.01%+7,06013F-HRTimelineGroup
Ifrah Financial Services, Inc.10,476$238K0.07%+6,70513F-HRTimeline
Certified Advisory Corp10,472$238K0.03%+6,98413F-HRTimeline
US FINANCIAL ADVISORS, LLC10,428$237K0.07%+6,95213F-HRTimeline
Tanager Wealth Management LLP10,296$234K0.03%+6,81313F-HRTimeline
Summit X, LLC10,278$233K0.05%+6,85213F-HRTimeline
Plante Moran Financial Advisors, LLC10,227$232K0.02%+6,82913F-HRTimeline
Bright Futures Wealth Management, LLC.9,919$232K0.21%-31313F-HRTimeline
HC Advisors, LLC10,188$231K0.19%+6,79213F-HRTimeline
Alpha Cubed Investments, LLC10,186$231K0.01%+5,98813F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,870$231K0.17%+6,36013F-HRTimeline
Cornerstone Financial Group, LLC /NE/10,122$230K0.23%13F-HRTimeline
Astoria Portfolio Advisors LLC.10,173$230K0.08%+913F-HRTimeline
Clarity Capital Advisors, LLC10,117$230K0.15%+6,75613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,104$229K0.04%+6,73613F-HRTimeline
Orion Capital Management LLC10,101$229K0.1%+6,28213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,094$229K0.04%+6,72913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,083$229K<0.01%+6,72213F-HRTimelineGroup
Trevian Wealth Management LLC10,022$228K0.17%+6,68113F-HRTimeline
SIMON QUICK ADVISORS, LLC10,027$228K0.01%-3,30713F-HRTimeline
Armor Investment Advisors, LLC10,005$227K0.09%+6,67113F-HRTimeline
SignalPoint Asset Management, LLC9,934$226K0.05%+6,65213F-HRTimeline
Quadcap Wealth Management, LLC9,932$225K0.03%new13F-HRTimeline
KilterHowling LLC9,613$225K0.13%+6,42013F-HRTimeline
Blue Trust, Inc.9,855$224K<0.01%+5,56313F-HR/ATimeline
Stark Wealth Management LLC9,768$222K0.16%13F-HRTimeline
Columbia Asset Management9,693$220K0.04%new13F-HRTimeline
Silver Lake Advisory, LLC9,671$220K0.1%+6,59613F-HRTimeline
Abound Wealth Management9,636$219K0.07%+5,65013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,628$219K0.02%+6,43513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,605$218K0.07%+6,32813F-HRTimeline
Cypress Wealth Services, LLC9,595$218K0.04%+6,15313F-HRTimeline
Sterling Financial Planning, Inc.9,583$218K0.08%+6,40013F-HRTimeline
Red Spruce Capital, LLC9,507$216K0.1%new13F-HRTimeline
Wick Capital Partners, LLC9,468$215K0.06%+6,35013F-HR/ATimeline
Riverwater Partners LLC9,461$215K0.1%+6,08713F-HRTimeline
Rockwood Wealth Management, LLC9,392$214K0.02%new13F-HRTimeline
Johnson Bixby & Associates, LLC9,326$212K0.03%+6,21613F-HRTimeline
ARS Wealth Advisors Group, LLC9,318$212K0.03%+6,22313F-HRTimeline
Glaxis Capital Management, LLC9,259$210K0.58%+6,18313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9,251$210K0.03%+6,07213F-HRTimeline