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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,213 13F filers) reported a position in SCHB shares at 2025-06-30, 536,334,884 shares in all. 86 filers opened a position and 46 filers sold out during the quarter.

Managers
1,205
13F filers
1,213
New
86
Added
497
Reduced
426
Sold out
46
Shares held by filers
536,334,884

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WEDBUSH SECURITIES INC18,524$441K0.02%-28513F-HRTimeline
Hardin Capital Partners, LLC18,487$440K0.26%+13313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,457$440K0.18%-21013F-HRTimeline
Revolve Wealth Partners, LLC18,395$438K0.06%-25713F-HRTimeline
Level Wealth Management LLC18,385$438K0.25%013F-HRTimeline
Solutions 4 Wealth, Ltd18,355$437K0.73%-1,83113F-HRTimeline
Valeo Financial Advisors, LLC18,215$434K0.01%-44613F-HR/ATimeline
Garde Capital, Inc.18,126$432K0.02%+25813F-HRTimeline
Physician Wealth Advisors, Inc.18,102$431K0.07%+17513F-HRTimeline
Hardy Reed LLC18,087$431K0.03%013F-HRTimeline
Royal Capital Wealth Management, LLC18,080$431K0.29%+513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,051$430K<0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP18,026$430K0.15%+5013F-HRTimeline
Shepherd Financial Partners LLC17,941$428K0.05%+5313F-HRTimeline
SAGE RHINO CAPITAL LLC17,898$427K0.09%+4413F-HRTimeline
Schrum Private Wealth Management LLC17,850$425K0.34%013F-HRTimeline
SAGE FINANCIAL GROUP INC17,782$424K0.03%-6,27813F-HRTimeline
Cornerstone Planning Group LLC17,479$424K0.09%-913F-HRTimeline
Root Financial Partners, LLC17,772$423K0.04%-18,22613F-HRTimeline
EVOKE WEALTH, LLC17,754$423K0.01%-1,75213F-HRTimeline
Old North State Wealth Management, LLC17,699$422K0.22%+19313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,700$422K<0.01%+2,00013F-HRTimelineGroup
Pacific Sun Financial Corp17,640$420K0.22%013F-HRTimeline
Resolute Advisors LLC17,554$418K0.1%+4313F-HRTimeline
FIDUCIENT ADVISORS LLC17,446$416K0.05%+4413F-HRTimeline
Total Clarity Wealth Management, Inc.17,404$415K0.12%+2,21513F-HRTimeline
Klingman & Associates, LLC17,400$415K0.02%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,399$415K0.06%+4413F-HRTimeline
Barnes Wealth Management Group, Inc17,338$413K0.24%+4513F-HRTimeline
Gibraltar Capital Management, Inc.17,322$413K0.08%013F-HRTimeline
Telos Capital Management, Inc.17,303$412K0.04%+5113F-HRTimeline
Accurate Wealth Management, LLC17,000$411K0.06%new13F-HRTimeline
Good Life Advisors, LLC17,110$408K0.03%+5013F-HRTimeline
Trevian Wealth Management LLC17,066$407K0.25%+7,04413F-HRTimeline
Gibson Capital, LLC17,015$405K0.08%+313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC16,964$404K0.03%-27613F-HRTimeline
American Money Management, LLC16,950$404K0.07%013F-HRTimeline
Glassman Wealth Services16,846$401K0.06%+11,26713F-HRTimeline
United Asset Strategies, Inc.16,737$399K0.03%-1,27313F-HRTimeline
Front Row Advisors LLC16,726$399K0.14%+12413F-HRTimeline
Allegiance Financial Group Advisory Ser…16,673$397K0.11%new13F-HRTimeline
Murphy & Mullick Capital Management Corp16,267$396K0.32%+4,00013F-HRTimeline
Sonora Investment Management Group, LLC16,602$396K0.03%+4613F-HRTimeline
JACOBS & CO/CA16,592$395K0.04%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC16,476$393K0.14%013F-HRTimeline
Baltimore-Washington Financial Advisors…16,461$392K0.02%+45413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC16,398$391K0.02%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC16,381$390K0.1%+1,23813F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…16,314$389K0.06%-2,01413F-HRTimelineGroup
BALDWIN WEALTH PARTNERS LLC/MA16,260$387K0.03%+1713F-HRTimeline
Perritt Capital Management Inc16,076$383K0.2%+17513F-HR/ATimeline
Pachira Investments Inc.16,004$381K0.29%-1,36513F-HRTimeline
Bill Few Associates, Inc.15,972$381K0.11%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,900$379K0.04%-2,38213F-HRTimelineGroup
FRG Family Wealth Advisors LLC15,829$377K0.07%+1,00213F-HRTimeline
Live Oak Investment Partners15,828$377K0.29%013F-HRTimeline
Financial Synergies Wealth Advisors, In…15,811$377K0.04%+5013F-HRTimeline
John W. Brooker & Co., CPAs15,521$375K0.88%-125,74813F-HRTimeline
Accredited Wealth Management, LLC15,692$374K0.3%-1,04413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC15,691$374K0.13%+1113F-HRTimeline
APPLETON PARTNERS INC/MA15,549$371K0.03%-9013F-HRTimeline
PFG Investments, LLC15,463$368K0.02%new13F-HRTimeline
Balentine LLC15,426$368K0.01%-5,80813F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.15,324$365K0.09%-1,68613F-HRTimelineGroup
Broadview Financial Management, LLC15,276$364K0.25%+4513F-HRTimeline
Worth Asset Management, LLC15,223$363K0.18%+10313F-HRTimeline
V. M. MANNING & CO., INC.14,419$359K0.4%13F-HRTimeline
Somerset Group LLC15,049$359K0.3%+21213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…15,009$358K0.02%013F-HRTimeline
CULBERTSON A N & CO INC15,000$357K0.05%013F-HRTimeline
Able Wealth Management LLC14,929$356K0.18%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.14,823$353K0.13%-40013F-HRTimeline
COMERICA BANK14,592$348K<0.01%-91413F-HRTimeline
Gainplan LLC14,574$347K0.16%-9,01813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC14,526$346K0.08%013F-HRTimeline
North Berkeley Wealth Management, LLC14,382$343K0.31%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC14,354$342K0.1%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…14,313$341K<0.01%+3813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,303$341K0.01%+4413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,202$338K0.01%013F-HRTimeline
Magnus Financial Group LLC14,184$338K0.03%new13F-HRTimeline
AA Financial Advisors, LLC14,169$338K0.07%+45213F-HRTimeline
Plante Moran Financial Advisors, LLC14,121$337K0.02%+3713F-HRTimeline
Versant Capital Management, Inc14,087$336K0.05%+4113F-HRTimeline
LifeSteps Financial, Inc.14,051$335K0.23%+2013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,050$335K<0.01%-68013F-HRTimelineGroup
Clarity Capital Advisors, LLC14,020$334K0.19%+3,90313F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,971$333K0.04%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,891$331K0.01%-3,09913F-HRTimeline
ZynergyRetirementPlanningLLC13,860$330K0.22%-1,56313F-HRTimeline
GTS SECURITIES LLC13,731$327K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,713$327K0.01%+4,37713F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC13,700$326K0.05%+2913F-HRTimeline
UMB Bank, n.a.13,700$326K0.01%013F-HR/ATimeline
BIP Wealth, LLC13,661$326K0.02%+213F-HRTimeline
Tranquility Partners, LLC13,621$325K0.12%-42913F-HRTimeline
Financial Advocates Investment Manageme…13,599$324K0.03%-2,49113F-HRTimeline
Capital Investment Advisors, LLC13,595$324K0.01%-3,60513F-HR/ATimeline
American Financial Advisors, LLC13,531$322K0.05%-39813F-HRTimeline
TFO Wealth Partners, LLC13,446$320K0.06%013F-HRTimeline
Strategic Equity Management13,376$319K0.12%-1,34713F-HRTimeline
Atlatl Advisers LLC13,372$319K0.15%-18913F-HRTimeline
Carolina Wealth Advisors, LLC13,303$317K0.16%+99113F-HRTimeline
Councilmark Asset Management, LLC13,290$317K0.2%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC13,218$315K0.05%013F-HRTimeline
JBGlobal.com LLC13,148$313K0.33%013F-HRTimeline
Pinion Investment Advisors, LLC13,106$312K0.11%-13,57413F-HRTimeline
New Perspectives, Inc13,089$312K0.15%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp13,077$312K0.01%new13F-HRTimelineGroup
Index Fund Advisors, Inc.13,077$312K0.02%-1,88513F-HRTimeline
WealthBridge Capital Management, LLC13,075$312K0.08%-1,49213F-HRTimeline
Clearstead Advisors, LLC13,072$312K<0.01%-1,76013F-HRTimeline
Pinnacle Financial Partners Inc13,050$311K0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC12,993$310K0.03%-34813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,881$307K0.03%+3813F-HR/ATimelineGroup
NOESIS CAPITAL MANGEMENT CORP12,875$307K0.05%+2,78113F-HRTimeline
Valtinson Bruner Financial Planning LLC12,843$306K0.1%013F-HRTimeline
MONECO ADVISORS, LLC12,798$305K0.03%013F-HRTimeline
New Hampshire Trust12,798$305K0.06%new13F-HRTimeline
Advisors Capital Management, LLC12,718$303K<0.01%+47413F-HRTimeline
Van Hulzen Asset Management, LLC12,710$303K0.03%-16313F-HRTimeline
Kohmann Bosshard Financial Services, LLC12,658$302K0.03%-93,58213F-HRTimeline
BostonPremier Wealth LLC12,643$301K0.17%-37413F-HRTimeline
Choate Investment Advisors12,630$301K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,575$300K0.02%-2,23013F-HRTimelineGroup
Berger Financial Group, Inc12,509$298K0.02%+9413F-HRTimeline
Quadcap Wealth Management, LLC12,491$298K0.04%+2,55013F-HRTimeline
Venturi Wealth Management, LLC12,426$296K0.01%+2213F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,426$296K0.16%013F-HRTimeline
DRAVO BAY LLC12,411$296K0.14%013F-HRTimeline
PATTEN & PATTEN INC/TN12,385$295K0.02%013F-HRTimeline
Planning Center, Inc.12,359$295K0.03%-33213F-HRTimeline
PUREfi Wealth, LLC12,357$294K0.24%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,340$294K0.01%-513F-HRTimeline
Pflug Koory, LLC12,325$294K0.15%+113F-HRTimeline
Rock Point Advisors, LLC12,243$292K0.08%-61213F-HRTimeline
GRANDFIELD & DODD, LLC12,242$292K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,061$287K0.01%-13,80013F-HRTimelineGroup
Squire Investment Management Company, L…12,002$286K0.11%013F-HRTimeline
Crescent Grove Advisors, LLC12,000$286K0.03%013F-HRTimeline
New Republic Capital, LLC11,949$285K0.1%013F-HRTimeline
Americana Partners, LLC11,930$284K0.01%+3513F-HRTimeline
Founders Financial Alliance, LLC11,862$283K0.06%+4913F-HRTimeline
Creative Capital Management Investments…11,802$281K0.1%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /11,780$281K0.1%+3413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC11,725$279K<0.01%+49913F-HRTimeline
Michels Family Financial, LLC11,610$277K0.24%+3113F-HRTimeline
Burt Wealth Advisors11,550$275K0.06%+10213F-HRTimeline
WealthShield Partners, LLC11,477$273K0.03%-52513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,468$273K0.04%013F-HRTimeline
Paulson Wealth Management Inc.11,438$273K0.07%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,437$272K0.01%-3,92013F-HRTimeline
Fragasso Financial Advisors Inc11,401$272K0.02%-2,66613F-HRTimeline
Snowden Capital Advisors LLC11,355$271K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,288$269K0.02%+7913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,276$269K0.05%+1,17213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…11,220$267K0.02%013F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC11,200$267K0.11%+44713F-HRTimeline
Prairiewood Capital, LLC11,199$267K0.1%new13F-HRTimeline
Guardian Financial Partners, LLC11,187$267K0.12%+213F-HRTimeline
Cypress Wealth Services, LLC11,175$266K0.05%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…11,147$266K0.24%-1,26113F-HRTimeline
Peak Retirement Planning, Inc.11,067$264K0.11%new13F-HRTimeline
Qube Research & Technologies Ltd10,940$261K<0.01%-10,04913F-HRTimeline
Kingsview Wealth Management, LLC10,841$258K<0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,782$257K<0.01%+50813F-HRTimeline
Team Hewins, LLC10,764$257K0.09%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,763$256K0.08%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC10,759$256K0.03%+93013F-HRTimeline
Rossby Financial, LCC10,737$256K0.1%-4,84813F-HRTimeline
Vigilare Wealth Management10,716$255K0.1%-1,14813F-HRTimeline
Goldstein Advisors, LLC10,706$255K0.03%-1013F-HRTimeline
Alley Investment Management Company, LLC10,686$255K0.03%013F-HRTimeline
Warwick Investment Management, Inc.10,661$254K0.05%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,665$254K<0.01%013F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,590$252K0.01%013F-HRTimelineGroup
Ifrah Financial Services, Inc.10,579$252K0.07%+33313F-HRTimeline
Wealthquest Corp10,577$252K0.02%+1313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,544$251K0.02%+13713F-HRTimelineGroup
Orion Capital Management LLC10,527$251K0.1%013F-HRTimeline
Certified Advisory Corp10,487$250K0.03%+713F-HRTimeline
Quadrant Private Wealth Management, LLC10,382$247K0.05%+2813F-HRTimeline
Ruggaard & Associates LLC10,277$245K0.1%-3,12813F-HRTimeline
Auxano Advisors, LLC10,268$245K0.06%-4,80013F-HRTimeline
Florida Trust Wealth Management Co10,230$244K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,228$244K0.01%new13F-HRTimeline
Nordwand Advisors, LLC10,200$243K0.04%new13F-HRTimeline
HC Advisors, LLC10,188$243K0.17%013F-HRTimeline
Quantum Financial Planning Services, In…10,168$242K0.11%+3013F-HRTimeline
Secure Asset Management, LLC10,165$242K0.04%new13F-HRTimeline
Aurora Private Wealth, Inc.10,141$242K0.18%new13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,870$242K0.15%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,104$241K0.02%+46113F-HRTimeline
Silver Lake Advisory, LLC10,083$240K0.1%+3013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,083$240K<0.01%013F-HRTimelineGroup
Richard P Slaughter Associates Inc9,965$237K0.05%-15313F-HRTimeline
Babb Wealth Advisors LLC9,933$237K0.17%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,924$236K<0.01%+1,55213F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC9,872$235K0.03%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,804$233K0.02%new13F-HRTimeline