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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,168 managers (1,176 13F filers) reported a position in SCHB shares at 2025-03-31, 476,127,550 shares in all. 67 filers opened a position and 59 filers sold out during the quarter.

Managers
1,168
13F filers
1,176
New
67
Added
463
Reduced
430
Sold out
59
Shares held by filers
476,127,550

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NWAM LLC18,955$408K0.04%-4,08813F-HRTimeline
Foundations Investment Advisors, LLC18,853$406K0.01%+58313F-HRTimeline
Balefire, LLC18,840$406K0.14%new13F-HRTimeline
Vickerman Investment Advisors, Inc.18,811$405K0.09%+10713F-HRTimeline
WEDBUSH SECURITIES INC18,809$405K0.01%-1,01913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,667$402K0.18%013F-HRTimeline
Valeo Financial Advisors, LLC18,661$402K0.01%+2,19313F-HRTimeline
Revolve Wealth Partners, LLC18,652$402K0.06%-2,85813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC18,553$399K0.03%+5,32613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…18,479$398K0.15%-6,08313F-HRTimeline
Level Wealth Management LLC18,385$396K0.26%-72613F-HRTimeline
Hardin Capital Partners, LLC18,354$395K0.24%+8213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…18,328$395K0.06%-3,17313F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,282$394K0.04%+2,38213F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC17,240$391K0.03%013F-HRTimeline
Anchor Investment Management, LLC18,125$390K0.04%+89313F-HRTimeline
Hardy Reed LLC18,087$389K0.03%013F-HRTimeline
Royal Capital Wealth Management, LLC18,075$389K0.27%+513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,051$389K<0.01%013F-HRTimelineGroup
United Asset Strategies, Inc.18,010$388K0.04%+1013F-HRTimeline
Your Advocates Ltd., LLP17,976$387K0.15%+5213F-HRTimeline
Apella Capital, LLC18,534$387K0.01%+16513F-HRTimeline
Physician Wealth Advisors, Inc.17,927$386K0.07%+24513F-HRTimeline
Shepherd Financial Partners LLC17,888$385K0.05%+5413F-HRTimeline
Garde Capital, Inc.17,868$385K0.02%-2,10613F-HRTimeline
SAGE RHINO CAPITAL LLC17,854$384K0.09%+4613F-HRTimeline
Schrum Private Wealth Management LLC17,850$384K0.34%013F-HRTimeline
Heritage Wealth Partners, LLC17,787$383K0.58%new13F-HRTimeline
Pacific Sun Financial Corp17,640$380K0.22%013F-HRTimeline
Apex Wealth Management, LLC17,518$377K0.34%+50913F-HRTimeline
Resolute Advisors LLC17,511$377K0.11%+1,59213F-HRTimeline
Old North State Wealth Management, LLC17,506$377K0.21%+8413F-HRTimeline
FIDUCIENT ADVISORS LLC17,402$375K0.05%new13F-HRTimeline
Klingman & Associates, LLC17,400$375K0.02%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,355$374K0.06%-65313F-HRTimeline
NorthRock Partners, LLC17,350$374K0.01%+1213F-HRTimeline
Gibraltar Capital Management, Inc.17,322$373K0.08%013F-HRTimeline
Pachira Investments Inc.17,369$372K0.26%+1,93013F-HRTimeline
Barnes Wealth Management Group, Inc17,293$372K0.24%+4,00013F-HRTimeline
Telos Capital Management, Inc.17,252$371K0.04%-4,71113F-HRTimeline
AlphaQ Advisors LLC17,248$371K0.89%+6213F-HRTimeline
Capital Investment Advisors, LLC17,200$370K0.01%+3,12013F-HRTimeline
Good Life Advisors, LLC17,060$367K0.03%+5213F-HRTimeline
Gibson Capital, LLC17,012$366K0.08%new13F-HR/ATimeline
Essex Bankin group Essex Financial Services, Inc.17,010$366K0.09%+1,45313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC16,990$366K0.01%+3,00913F-HRTimeline
American Money Management, LLC16,950$365K0.07%013F-HRTimeline
Cornerstone Planning Group LLC17,488$360K0.09%+6,88813F-HRTimeline
Accredited Wealth Management, LLC16,736$360K0.3%-51313F-HRTimeline
Front Row Advisors LLC16,602$357K0.14%-46013F-HRTimeline
JACOBS & CO/CA16,592$357K0.04%013F-HRTimeline
Sonora Investment Management Group, LLC16,556$356K0.03%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC16,476$355K0.14%013F-HRTimeline
ZynergyRetirementPlanningLLC15,423$350K0.25%+10,29813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,243$350K0.02%+1713F-HRTimeline
Seneca House Advisors16,211$349K0.15%-1,94713F-HRTimeline
Steward Partners Investment Advisory, L…16,155$348K<0.01%+3,00013F-HRTimeline
Financial Advocates Investment Manageme…16,090$346K0.02%-13,10613F-HRTimeline
Total Clarity Wealth Management, Inc.15,189$345K0.11%013F-HRTimeline
Baltimore-Washington Financial Advisors…16,007$345K0.02%-2,06213F-HRTimeline
Bill Few Associates, Inc.15,972$344K0.12%013F-HRTimeline
Perritt Capital Management Inc15,901$342K0.19%+12413F-HRTimeline
Live Oak Investment Partners15,828$341K0.27%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…15,761$339K0.04%+613F-HRTimeline
FLOW TRADERS U.S. LLC15,743$339K0.01%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,700$338K<0.01%-379,40013F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC15,680$338K0.12%-9,31613F-HRTimeline
APPLETON PARTNERS INC/MA15,639$337K0.03%-21213F-HRTimeline
COMERICA BANK15,506$334K<0.01%+3,87013F-HRTimeline
Rossby Financial, LCC15,585$331K0.14%+1,26213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,357$330K0.01%013F-HRTimeline
EHRLICH FINANCIAL GROUP15,270$329K0.24%-30013F-HRTimeline
Broadview Financial Management, LLC15,231$328K0.24%+4713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.15,223$328K0.13%+41513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC15,143$326K0.09%-16313F-HRTimeline
Worth Asset Management, LLC15,120$326K0.18%+1,78513F-HRTimeline
Auxano Advisors, LLC15,068$324K0.09%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…15,009$323K0.02%-1,13013F-HRTimeline
CULBERTSON A N & CO INC15,000$323K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,805$323K0.01%-3,06413F-HRTimelineGroup
Index Fund Advisors, Inc.14,962$322K0.02%-98513F-HRTimeline
Able Wealth Management LLC14,929$321K0.19%013F-HRTimeline
Somerset Group LLC14,837$319K0.29%+54913F-HRTimeline
Clearstead Advisors, LLC14,832$319K<0.01%+1,94013F-HRTimeline
FRG Family Wealth Advisors LLC14,827$319K0.06%+313F-HRTimeline
HARTLINE INVESTMENT CORP/14,820$319K0.04%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,730$317K<0.01%013F-HRTimelineGroup
Strategic Equity Management14,723$317K0.13%+1,25713F-HRTimeline
Michael A. Dubis Financial Planning, LLC14,625$315K0.31%013F-HRTimeline
WealthBridge Capital Management, LLC14,567$314K0.09%-99213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC14,526$313K0.09%-64513F-HRTimeline
North Berkeley Wealth Management, LLC14,382$310K0.32%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC14,354$309K0.1%+1813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…14,275$307K<0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,259$307K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,202$306K0.01%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC14,085$303K0.07%013F-HRTimeline
Plante Moran Financial Advisors, LLC14,084$303K0.03%+3,85713F-HRTimeline
Fragasso Financial Advisors Inc14,067$303K0.02%+4313F-HRTimeline
Tranquility Partners, LLC14,050$302K0.12%-63513F-HRTimeline
Versant Capital Management, Inc14,046$302K0.05%+4213F-HRTimeline
LifeSteps Financial, Inc.14,031$302K0.24%+1513F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,971$301K0.04%013F-HRTimeline
Foundation Wealth Management, LLC\PA13,944$300K0.14%013F-HRTimeline
American Financial Advisors, LLC13,929$300K0.04%+113F-HRTimeline
Pinnacle Financial Partners Inc13,050$296K0.01%+8,70013F-HRTimeline
AA Financial Advisors, LLC13,717$295K0.07%-3,95513F-HRTimeline
UMB Bank, n.a.13,700$295K<0.01%-1,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LIBERTY WEALTH MANAGEMENT LLC13,671$294K0.06%-18,49313F-HR/ATimeline
BIP Wealth, LLC13,659$294K0.02%+86213F-HRTimeline
Atlatl Advisers LLC13,561$292K0.19%-80513F-HRTimeline
TFO Wealth Partners, LLC13,446$289K0.06%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,435$289K<0.01%+17513F-HRTimelineGroup
Ruggaard & Associates LLC13,405$289K0.13%-3613F-HRTimeline
Heartwood Wealth Advisors LLC13,341$287K0.03%013F-HRTimeline
Councilmark Asset Management, LLC13,290$286K0.19%013F-HRTimeline
Blue Oak Capital, LLC13,220$285K0.16%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC13,218$285K0.05%013F-HRTimeline
JBGlobal.com LLC13,148$283K0.29%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,107$282K<0.01%013F-HRTimelineGroup
New Perspectives, Inc13,089$282K0.15%013F-HRTimeline
Sandy Spring Bank13,059$281K0.01%-4013F-HRTimeline
BostonPremier Wealth LLC13,017$280K0.17%+3913F-HRTimeline
Van Hulzen Asset Management, LLC12,873$277K0.03%+4,69913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,843$277K0.03%new13F-HR/ATimelineGroup
Rock Point Advisors, LLC12,855$277K0.09%013F-HRTimeline
Valtinson Bruner Financial Planning LLC12,843$277K0.09%013F-HRTimeline
MONECO ADVISORS, LLC12,798$276K0.03%013F-HR/ATimeline
Planning Center, Inc.12,691$273K0.03%-2,26313F-HRTimeline
Ciovacco Capital Management LLC12,676$273K0.19%013F-HRTimeline
Choate Investment Advisors12,630$272K0.01%013F-HRTimeline
Rinkey Investments12,594$271K0.09%new13F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,426$268K0.16%013F-HRTimeline
Berger Financial Group, Inc12,415$267K0.02%+69913F-HRTimeline
DRAVO BAY LLC12,411$267K0.14%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…12,408$267K0.27%+11913F-HRTimeline
Venturi Wealth Management, LLC12,404$267K0.01%+7,52313F-HRTimeline
PATTEN & PATTEN INC/TN12,385$267K0.02%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,345$266K0.01%+31113F-HRTimeline
Pflug Koory, LLC12,324$265K0.15%-85213F-HRTimeline
Carolina Wealth Advisors, LLC12,312$265K0.14%-98213F-HRTimeline
Murphy & Mullick Capital Management Corp12,267$264K0.26%013F-HRTimeline
Advisors Capital Management, LLC12,244$264K<0.01%-1,32513F-HRTimeline
GRANDFIELD & DODD, LLC12,242$264K0.02%-17513F-HRTimeline
Virtue Capital Management, LLC12,227$263K0.03%new13F-HRTimeline
Connecticut Wealth Management, LLC12,096$260K0.01%-63,54413F-HRTimeline
WealthShield Partners, LLC12,002$258K0.03%-2,47213F-HRTimeline
Squire Investment Management Company, L…12,002$258K0.11%+213F-HRTimeline
Crescent Grove Advisors, LLC12,000$258K0.03%013F-HRTimeline
Stone Summit Wealth LLC11,954$257K0.09%-1,24713F-HRTimeline
New Republic Capital, LLC11,949$257K0.11%+6,96913F-HRTimeline
Americana Partners, LLC11,895$256K0.01%+3613F-HRTimeline
Vigilare Wealth Management11,864$255K0.1%+413F-HRTimeline
Founders Financial Alliance, LLC11,813$254K0.06%+71313F-HRTimeline
Creative Capital Management Investments…11,802$254K0.1%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /11,746$253K0.09%+3613F-HRTimeline
Michels Family Financial, LLC11,579$249K0.23%-7213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,468$247K0.04%013F-HRTimeline
Burt Wealth Advisors11,448$246K0.06%013F-HRTimeline
Paulson Wealth Management Inc.11,438$246K0.07%-10,16913F-HRTimeline
Smartleaf Asset Management LLC11,485$246K0.02%+10,85713F-HRTimeline
Snowden Capital Advisors LLC11,355$244K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,348$244K0.01%-4113F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…11,220$242K0.02%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC11,226$242K<0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,209$241K0.02%new13F-HRTimeline
Arkadios Wealth Advisors11,193$241K0.01%+1,98013F-HRTimeline
Guardian Financial Partners, LLC11,185$241K0.12%+313F-HRTimeline
Three Bridge Wealth Advisors, LLC11,056$238K0.08%-32213F-HRTimeline
Team Hewins, LLC10,764$232K0.09%013F-HR/ATimeline
ACT WEALTH MANAGEMENT, LLC10,753$232K0.1%+4813F-HRTimeline
Goldstein Advisors, LLC10,716$231K0.03%new13F-HRTimeline
Alley Investment Management Company, LLC10,686$230K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,665$230K<0.01%013F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,590$228K0.01%013F-HRTimelineGroup
Wealthquest Corp10,564$227K0.02%new13F-HR/ATimeline
Orion Capital Management LLC10,527$227K0.1%+42613F-HRTimeline
White Pine Investment CO10,513$226K0.06%-69213F-HRTimeline
Certified Advisory Corp10,480$226K0.03%+813F-HRTimeline
US FINANCIAL ADVISORS, LLC10,428$225K0.07%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,407$224K0.02%+1,52613F-HRTimelineGroup
Quadrant Private Wealth Management, LLC10,354$223K0.06%-28,31313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,274$221K<0.01%new13F-HRTimeline
Fisher Asset Management, LLC10,259$221K<0.01%-1,53313F-HRTimeline
Ifrah Financial Services, Inc.10,246$221K0.06%-23013F-HRTimeline
Florida Trust Wealth Management Co10,230$220K0.01%+1,23013F-HRTimeline
HC Advisors, LLC10,188$219K0.16%013F-HRTimeline
Alpha Cubed Investments, LLC10,185$219K0.01%-113F-HRTimeline
Quantum Financial Planning Services, In…10,138$218K0.12%new13F-HRTimeline
Richard P Slaughter Associates Inc10,118$218K0.05%-7,96513F-HRTimeline
Clarity Capital Advisors, LLC10,117$218K0.14%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,104$218K0.04%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,094$217K0.04%013F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,083$217K<0.01%013F-HRTimelineGroup
Silver Lake Advisory, LLC10,053$216K0.09%+38213F-HRTimeline
Trevian Wealth Management LLC10,022$216K0.15%013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,027$216K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,870$214K0.15%013F-HRTimeline
Quadcap Wealth Management, LLC9,941$214K0.03%+913F-HRTimeline
Babb Wealth Advisors LLC9,933$214K0.17%-2,70013F-HRTimeline