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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,214 13F filers) reported a position in SCHB shares at 2025-09-30, 470,243,597 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.

Managers
1,205
13F filers
1,214
New
67
Added
484
Reduced
451
Sold out
48
Shares held by filers
470,243,597

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Level Wealth Management LLC18,150$467K0.25%-23513F-HRTimeline
Physician Wealth Advisors, Inc.18,103$465K0.07%+113F-HRTimeline
Hardy Reed LLC18,087$465K0.03%013F-HRTimeline
Royal Capital Wealth Management, LLC18,086$465K0.29%+613F-HRTimeline
EVERETT HARRIS & CO /CA/18,085$465K0.01%-3,38013F-HRTimeline
Your Advocates Ltd., LLP18,075$465K0.16%+4913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,051$464K<0.01%013F-HR/ATimelineGroup
Shepherd Financial Partners LLC17,993$463K0.04%+5213F-HRTimeline
Parkside Financial Bank & Trust17,983$462K0.04%-2,75213F-HRTimeline
SAGE RHINO CAPITAL LLC17,941$461K0.09%+4313F-HRTimeline
SAGE FINANCIAL GROUP INC17,891$460K0.03%+10913F-HRTimeline
Apella Capital, LLC17,934$457K0.01%-64613F-HRTimeline
EVOKE WEALTH, LLC17,754$456K0.01%013F-HRTimeline
Old North State Wealth Management, LLC17,726$456K0.21%+2713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC17,702$455K0.15%+2,01113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,700$455K<0.01%013F-HRTimelineGroup
Resolute Advisors LLC17,596$452K0.12%+4213F-HRTimeline
Garde Capital, Inc.17,527$451K0.02%-59913F-HRTimeline
FIDUCIENT ADVISORS LLC17,490$450K0.05%+4413F-HRTimeline
Klingman & Associates, LLC17,432$448K0.02%+3213F-HRTimeline
Barnes Wealth Management Group, Inc17,339$446K0.25%+113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,254$444K0.06%-14513F-HRTimeline
FRG Family Wealth Advisors LLC17,071$439K0.07%+1,24213F-HRTimeline
Gibson Capital, LLC17,017$438K0.08%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC17,015$437K0.03%+5113F-HRTimeline
Total Clarity Wealth Management, Inc.16,976$436K0.12%-42813F-HRTimeline
Accurate Wealth Management, LLC17,000$435K0.06%013F-HRTimeline
Fiduciary Alliance LLC16,827$433K0.03%-1,86113F-HRTimeline
American Money Management, LLC16,800$432K0.07%-15013F-HRTimeline
United Asset Strategies, Inc.16,737$430K0.03%013F-HRTimeline
Front Row Advisors LLC16,726$430K0.14%013F-HRTimeline
Murphy & Mullick Capital Management Corp16,517$425K0.32%+25013F-HRTimeline
Trevian Wealth Management LLC16,490$424K0.23%-57613F-HRTimeline
Perritt Capital Management Inc16,488$424K0.2%+41213F-HRTimeline
Baltimore-Washington Financial Advisors…16,483$424K0.02%+2213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC16,476$424K0.13%013F-HRTimeline
JACOBS & CO/CA16,442$422K0.04%-15013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC16,398$422K0.02%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA16,260$418K0.03%013F-HRTimeline
Stockman Wealth Management, Inc.16,178$416K0.05%-6,33213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC16,043$412K<0.01%new13F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,900$409K0.04%013F-HRTimelineGroup
Live Oak Investment Partners15,828$407K0.27%013F-HR/ATimeline
Clarity Capital Advisors, LLC15,732$404K0.22%+1,71213F-HRTimeline
Accredited Wealth Management, LLC269,003$404K0.3%+253,31113F-HRTimeline
Bill Few Associates, Inc.15,687$403K0.1%-28513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC15,711$403K0.05%+5,83913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC15,596$401K0.1%-78513F-HRTimeline
PFG Investments, LLC15,507$399K0.02%+4413F-HRTimeline
Balentine LLC15,426$397K0.01%013F-HRTimeline
APPLETON PARTNERS INC/MA15,379$395K0.03%-17013F-HRTimeline
Financial Synergies Wealth Advisors, In…15,327$394K0.04%-48413F-HRTimeline
Somerset Group LLC15,326$394K0.31%+27713F-HRTimeline
Broadview Financial Management, LLC15,320$394K0.27%+4413F-HRTimeline
John W. Brooker & Co., CPAs15,264$392K0.8%-25713F-HRTimeline
CULBERTSON A N & CO INC15,000$386K0.05%013F-HRTimeline
Carolina Wealth Advisors, LLC15,000$386K0.17%+1,69713F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…14,984$385K0.02%-2513F-HRTimeline
Winthrop Capital Management, LLC14,955$384K0.09%-8,74513F-HRTimeline
Able Wealth Management LLC14,929$384K0.14%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,775$380K0.01%+57313F-HRTimeline
Pachira Investments Inc.14,670$377K0.21%-1,33413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC14,526$373K0.08%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…14,389$370K0.01%+7613F-HRTimelineGroup
North Berkeley Wealth Management, LLC14,382$370K0.29%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC14,336$369K0.1%-1813F-HRTimeline
GWN SECURITIES INC.14,309$368K0.09%-13,67113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,303$368K0.01%013F-HRTimeline
LifeSteps Financial, Inc.14,288$367K0.24%+23713F-HRTimeline
Northstar Financial Companies, Inc.14,164$364K0.34%new13F-HRTimeline
Plante Moran Financial Advisors, LLC14,158$364K0.02%+3713F-HRTimeline
Gainplan LLC14,157$364K0.15%-41713F-HRTimeline
Versant Capital Management, Inc14,128$363K0.05%+4113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14,120$363K<0.01%+4,19613F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.14,089$362K0.08%-1,23513F-HRTimelineGroup
WASHBURN CAPITAL MANAGEMENT, INC.14,040$361K0.2%-10,37813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,025$361K0.01%new13F-HRTimeline
V. M. MANNING & CO., INC.14,419$359K0.33%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,971$359K0.04%013F-HRTimeline
ZynergyRetirementPlanningLLC13,868$357K0.22%+813F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,859$356K0.01%-3213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…13,821$355K0.05%-2,49313F-HRTimelineGroup
WEDBUSH SECURITIES INC13,807$355K0.01%-4,71713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC13,730$353K0.05%+3013F-HRTimeline
UMB Bank, n.a.13,700$352K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIP Wealth, LLC13,664$351K0.02%+313F-HRTimeline
Capital Investment Advisors, LLC13,606$350K0.01%+1113F-HRTimeline
American Financial Advisors, LLC13,548$348K0.04%+1713F-HRTimeline
Pacific Sun Financial Corp13,520$348K0.17%-4,12013F-HRTimeline
Traynor Capital Management, Inc.13,458$346K0.02%new13F-HRTimeline
TFO Wealth Partners, LLC13,446$346K0.06%013F-HRTimeline
Worth Asset Management, LLC13,421$345K0.16%-1,80213F-HRTimeline
Kohmann Bosshard Financial Services, LLC13,301$342K0.04%+64313F-HRTimeline
Van Hulzen Asset Management, LLC13,258$341K0.03%+54813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC13,218$340K0.06%013F-HRTimeline
JBGlobal.com LLC13,148$338K0.34%013F-HRTimeline
Pinion Investment Advisors, LLC12,917$338K0.09%-18913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,100$337K<0.01%-95013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.13,100$337K0.27%+5,05013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp13,095$337K0.01%+1813F-HRTimelineGroup
Index Fund Advisors, Inc.13,095$337K0.02%+1813F-HRTimeline
New Perspectives, Inc13,089$337K0.15%013F-HRTimeline
Creative Capital Management Investments…13,053$336K0.11%+1,25113F-HRTimeline
ADE, LLC13,030$335K0.17%new13F-HRTimeline
Tranquility Partners, LLC13,003$334K0.11%-61813F-HRTimeline
Heartwood Wealth Advisors LLC12,993$334K0.03%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,919$332K0.04%+3813F-HR/ATimelineGroup
Berger Financial Group, Inc12,859$331K0.02%+35013F-HRTimeline
MONECO ADVISORS, LLC12,798$329K0.03%013F-HRTimeline
Midwest Trust Co12,793$329K<0.01%new13F-HRTimeline
Atlatl Advisers LLC12,771$328K0.13%-60113F-HRTimeline
Cape Investment Advisory, Inc.12,761$328K0.32%-1,570,25213F-HRTimeline
BostonPremier Wealth LLC12,680$326K0.16%+3713F-HRTimeline
Choate Investment Advisors12,630$325K0.01%013F-HRTimeline
WealthBridge Capital Management, LLC12,582$323K0.08%-49313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP12,525$322K0.05%-35013F-HRTimeline
Venturi Wealth Management, LLC12,448$320K0.01%+2213F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,426$319K0.16%013F-HRTimeline
DRAVO BAY LLC12,411$319K0.14%013F-HRTimeline
PATTEN & PATTEN INC/TN12,385$318K0.02%013F-HRTimeline
Rock Point Advisors, LLC12,243$315K0.08%013F-HRTimeline
Strategic Equity Management12,092$311K0.12%-1,28413F-HRTimeline
GRANDFIELD & DODD, LLC12,017$309K0.02%-22513F-HRTimeline
Squire Investment Management Company, L…12,002$309K0.1%013F-HRTimeline
Crescent Grove Advisors, LLC12,000$309K0.03%013F-HRTimeline
Advisors Capital Management, LLC11,997$308K<0.01%-72113F-HRTimeline
Americana Partners, LLC11,965$308K0.01%+3513F-HRTimeline
New Republic Capital, LLC11,949$307K0.09%013F-HRTimeline
Founders Financial Alliance, LLC11,881$305K0.06%+1913F-HRTimeline
Planning Center, Inc.11,879$305K0.03%-48013F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,793$303K0.01%-54713F-HRTimeline
PUREfi Wealth, LLC11,757$302K0.23%-60013F-HRTimeline
Michels Family Financial, LLC11,641$299K0.23%+3113F-HRTimeline
Burt Wealth Advisors11,551$297K0.07%+113F-HRTimeline
Goldstein Advisors, LLC11,526$296K0.04%+82013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,437$296K0.01%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,468$295K0.05%013F-HRTimeline
Arista Wealth Management, LLC11,454$294K0.04%new13F-HRTimeline
Fragasso Financial Advisors Inc11,376$294K0.02%-2513F-HRTimeline
Paulson Wealth Management Inc.11,357$292K0.07%-8113F-HRTimeline
Snowden Capital Advisors LLC11,355$292K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,309$291K0.02%+2113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,276$290K0.05%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC11,216$288K0.1%+1613F-HRTimeline
Cypress Wealth Services, LLC11,213$288K0.05%+3813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…11,220$288K0.02%013F-HRTimelineGroup
Prairiewood Capital, LLC11,199$288K0.1%013F-HRTimeline
Guardian Financial Partners, LLC11,179$287K0.12%-813F-HRTimeline
Boyce & Associates Wealth Consulting, I…11,152$287K0.23%+513F-HRTimeline
Kingsview Wealth Management, LLC11,114$286K<0.01%+27313F-HRTimeline
Peak Retirement Planning, Inc.11,099$285K0.08%+3213F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,942$281K0.08%+17913F-HRTimeline
Pflug Koory, LLC10,937$281K0.13%-1,38813F-HRTimeline
CLARIS ADVISORS, LLC / MO /11,780$281K0.1%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,887$280K0.06%-15,92413F-HRTimeline
Rossby Financial, LCC10,737$277K0.09%013F-HRTimeline
Team Hewins, LLC10,764$277K0.09%013F-HRTimeline
Ifrah Financial Services, Inc.10,727$276K0.07%+14813F-HRTimeline
Vigilare Wealth Management10,716$276K0.1%013F-HRTimeline
Warwick Investment Management, Inc.10,690$275K0.05%+2913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,665$274K<0.01%013F-HRTimelineGroup
Wealthquest Corp10,578$272K0.02%+113F-HRTimeline
Orion Capital Management LLC10,531$271K0.09%+413F-HRTimeline
Councilmark Asset Management, LLC10,500$270K0.15%-2,79013F-HRTimeline
Certified Advisory Corp10,495$270K0.03%+813F-HRTimeline
Quadrant Private Wealth Management, LLC10,382$267K0.05%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,274$264K<0.01%-50813F-HRTimeline
Auxano Advisors, LLC10,266$264K0.06%-213F-HRTimeline
Ruggaard & Associates LLC10,262$264K0.1%-1513F-HRTimeline
Florida Trust Wealth Management Co10,230$263K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,228$263K0.01%013F-HRTimeline
WealthShield Partners, LLC10,222$263K0.03%-1,25513F-HRTimeline
Nordwand Advisors, LLC10,200$262K0.04%013F-HRTimeline
Quantum Financial Planning Services, In…10,197$262K0.11%+2913F-HRTimeline
HC Advisors, LLC10,188$262K0.18%013F-HRTimeline
MJP ASSOCIATES INC /ADV10,186$262K0.03%new13F-HRTimeline
Austin Wealth Management, LLC10,174$262K0.04%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,176$262K0.02%+7213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,168$261K0.02%-37613F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…10,141$261K0.09%new13F-HRTimelineGroup
Silver Lake Advisory, LLC10,112$260K0.1%+2913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,083$259K<0.01%013F-HRTimelineGroup
Empirical Asset Management, LLC10,040$258K0.07%+1,03313F-HRTimeline
Bright Futures Wealth Management, LLC.10,007$257K0.2%13F-HRTimeline
Trek Financial, LLC9,984$257K0.02%+57913F-HRTimeline
Fisher Asset Management, LLC9,978$257K<0.01%-13,98813F-HRTimeline
Virtue Capital Management, LLC8,037$256K0.04%new13F-HR/ATimeline
Alley Investment Management Company, LLC9,936$255K0.03%-75013F-HRTimeline
Babb Wealth Advisors LLC9,933$255K0.17%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,900$255K<0.01%-67,00013F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,897$254K0.02%-86213F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,870$254K0.15%013F-HRTimeline
Secure Asset Management, LLC9,809$253K0.04%-35613F-HRTimeline
Leo Wealth, LLC9,835$253K0.03%-151,43513F-HRTimeline
Richard P Slaughter Associates Inc9,830$253K0.05%-13513F-HRTimeline
United Community Bankin group United Community Bank9,816$252K0.08%+5,01613F-HRTimelineGroup
ARS Wealth Advisors Group, LLC9,779$251K0.02%+40513F-HRTimeline
Quadcap Wealth Management, LLC9,741$250K0.03%-2,75013F-HRTimeline
KilterHowling LLC9,699$249K0.14%+2813F-HRTimeline
Aspen Capital Management, LLC9,687$249K0.06%+1613F-HRTimeline