SCHB SCHWAB STRATEGIC TR

SHS (fund)

1,307 managers (1,317 13F filers) reported a position in SCHB shares at 2025-12-31, 478,349,293 shares in all. 72 filers opened a position and 37 filers sold out during the quarter.

Managers: 1,307
13F filers: 1,317
New: 72
Added: 485
Reduced: 472
Sold out: 37
Shares held by filers: 478,349,293

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Per Stirling Capital Management, LLC.	20,529	$538K	0.06%	-865	13F-HR Timeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…	20,474	$537K	0.36%	0	13F-HR Timeline
Three Bridge Wealth Advisors, LLC	20,378	$535K	0.14%	-3,687	13F-HR Timeline
CDKV HOLDINGS LLC	20,376	$534K	0.45%		13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	20,120	$528K	0.2%	-1,351	13F-HR Timeline
Black Diamond Financial, LLC	20,048	$526K	0.06%	+296	13F-HR Timeline
KILNER CAPITAL ADVISORS, LLC	19,958	$523K	0.5%		13F-HR Timeline
J HAGAN CAPITAL, INC.	19,903	$522K	0.29%	-58,583	13F-HR Timeline
RIA Advisory Group LLC	19,839	$520K	0.13%	-1,741	13F-HR Timeline
Harbor Asset Planning, Inc.	19,711	$517K	0.44%	+62	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	19,691	$517K	0.18%	-139	13F-HR Timeline
Seneca House Advisors	19,609	$514K	0.19%	+114	13F-HR Timeline
Aull & Monroe Investment Management Corp	19,583	$514K	0.26%	-200	13F-HR Timeline
Your Advocates Ltd., LLP	19,499	$511K	0.17%	+1,424	13F-HR Timeline
Sowell Financial Services LLC	19,457	$510K	0.02%	+94	13F-HR Timeline
Clarity Wealth Advisors, LLC	19,443	$510K	0.1%	-2,325	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	19,325	$507K	0.01%	0	13F-HR Timeline
Armbruster Capital Management, Inc.	19,249	$505K	0.08%	-1,532	13F-HR Timeline
Baldwin Investment Management, LLC	19,204	$504K	0.06%	+9	13F-HR Timeline
71 West Capital Partners	19,185	$503K	0.02%		13F-HR Timeline
Anchor Investment Management, LLC	19,086	$501K	0.04%	+61	13F-HR Timeline
Gilbert & Cook, Inc.	18,979	$498K	0.06%	0	13F-HR Timeline
Aviance Capital Partners, LLC	18,963	$497K	0.06%	0	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	18,945	$497K	0.1%	0	13F-HR Timeline
Oasis Advisors, LLC	18,868	$495K	0.26%		13F-HR Timeline
Balefire, LLC	18,840	$494K	0.1%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	18,807	$493K	0.03%	-44,049	13F-HR Timeline
Cauble & Harre Wealth Management, Inc.	18,730	$491K	0.41%		13F-HR Timeline
Integrity Investment Advisors, LLC	18,704	$491K	0.27%	new	13F-HR Timeline
Lakeridge Wealth Management LLC	18,636	$489K	0.22%	+15	13F-HR Timeline
Solutions 4 Wealth, Ltd	18,617	$488K	0.74%	+235	13F-HR Timeline
Total Clarity Wealth Management, Inc.	18,500	$485K	0.12%	+1,524	13F-HR Timeline
Hardin Capital Partners, LLC	18,487	$485K	0.23%	0	13F-HR Timeline
Apella Capital, LLC	18,436	$484K	0.01%	+502	13F-HR Timeline
Fiduciary Alliance LLC	18,435	$484K	0.03%	+1,608	13F-HR Timeline
TIEMANN INVESTMENT ADVISORS, LLC	18,376	$482K	0.19%	-80	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	18,340	$481K	0.03%	+68	13F-HR Timeline
Revolve Wealth Partners, LLC	18,321	$481K	0.06%	-87	13F-HR Timeline
Physician Wealth Advisors, Inc.	18,103	$475K	0.07%	0	13F-HR Timeline
Royal Capital Wealth Management, LLC	18,091	$475K	0.28%	+5	13F-HR Timeline
Traynor Capital Management, Inc.	18,073	$474K	0.03%	+4,615	13F-HR Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP	18,051	$473K	<0.01%	0	13F-HR Timeline Group
Shepherd Financial Partners LLC	18,049	$473K	0.04%	+56	13F-HR Timeline
SAGE RHINO CAPITAL LLC	17,988	$472K	0.09%	+47	13F-HR Timeline
EVOKE WEALTH, LLC	17,894	$469K	0.01%	+140	13F-HR Timeline
FRG Family Wealth Advisors LLC	17,873	$469K	0.07%	+802	13F-HR Timeline
NWAM LLC	17,721	$468K	0.03%	-3,428	13F-HR Timeline
Old North State Wealth Management, LLC	17,796	$467K	0.22%	+70	13F-HR Timeline
MAGNOLIA CAPITAL ADVISORS LLC	17,781	$466K	0.1%	+2,185	13F-HR Timeline
JEPPSON WEALTH MANAGEMENT, LLC	17,714	$465K	0.15%	+12	13F-HR Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP	17,700	$464K	<0.01%	0	13F-HR Timeline Group
SAGE FINANCIAL GROUP INC	17,649	$463K	0.03%	-242	13F-HR Timeline
Parkside Financial Bank & Trust	17,629	$462K	0.03%	-354	13F-HR Timeline
Garde Capital, Inc.	17,627	$462K	0.03%	+100	13F-HR Timeline
FIDUCIENT ADVISORS LLC	17,537	$460K	0.06%	+47	13F-HR Timeline
Accurate Wealth Management, LLC	16,991	$455K	0.06%	-9	13F-HR Timeline
West Financial Advisors, LLC	17,308	$454K	0.08%	-1,082	13F-HR Timeline
Cornerstone Planning Group LLC	16,891	$453K	0.07%	+13,814	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	17,273	$453K	0.06%	+19	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	17,190	$451K	0.03%	-1,885	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	17,062	$448K	0.03%	+47	13F-HR Timeline
Verum Partners LLC	17,042	$447K	0.09%	new	13F-HR Timeline
Gibson Capital, LLC	17,020	$446K	0.08%	+3	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	17,001	$446K	0.05%	-3,465	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	16,907	$443K	0.05%	-1,779	13F-HR Timeline Group
Klingman & Associates, LLC	16,862	$442K	0.02%	-570	13F-HR Timeline
American Money Management, LLC	16,800	$441K	0.07%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	16,788	$440K	0.01%	-6,352	13F-HR Timeline
EVERETT HARRIS & CO /CA/	16,775	$440K	0.01%	-1,310	13F-HR Timeline
United Asset Strategies, Inc.	16,759	$440K	0.03%	+22	13F-HR Timeline
Front Row Advisors LLC	16,756	$440K	0.15%	+30	13F-HR Timeline
GC Wealth Management RIA, LLC	16,740	$439K	0.02%	new	13F-HR Timeline
Van Hulzen Asset Management, LLC	16,522	$433K	0.03%	+3,264	13F-HR Timeline
Murphy & Mullick Capital Management Corp	16,517	$433K	0.31%	0	13F-HR Timeline
Baltimore-Washington Financial Advisors…	16,507	$433K	0.02%	+24	13F-HR Timeline
Trevian Wealth Management LLC	16,490	$433K	0.21%	0	13F-HR Timeline
Resolute Advisors LLC	16,441	$431K	0.14%	-1,155	13F-HR Timeline
JACOBS & CO/CA	16,442	$431K	0.04%	0	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	16,398	$430K	0.02%	0	13F-HR Timeline
MOSELEY INVESTMENT MANAGEMENT INC	16,376	$430K	0.13%	-100	13F-HR Timeline
Fortune Financial Group, Inc.	15,368	$427K	0.42%		13F-HR Timeline
Stockman Wealth Management, Inc.	16,178	$424K	0.05%	0	13F-HR/A Timeline
Warm Springs Advisors Inc.	16,150	$424K	0.33%	-36,030	13F-HR Timeline
APPLETON PARTNERS INC/MA	16,043	$421K	0.03%	+664	13F-HR Timeline
Valeo Financial Advisors, LLC	16,047	$421K	0.01%	-2,167	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	16,043	$421K	<0.01%	0	13F-HR Timeline Group
LIBERTY WEALTH MANAGEMENT LLC	16,020	$420K	0.05%	+2,290	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	15,900	$417K	0.04%	0	13F-HR Timeline Group
Live Oak Investment Partners	15,828	$415K	0.26%	0	13F-HR Timeline
Barnes Wealth Management Group, Inc	15,827	$415K	0.22%	-1,512	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	15,760	$413K	0.05%	+49	13F-HR Timeline
Clarity Capital Advisors, LLC	15,740	$413K	0.21%	+8	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	15,620	$410K	0.01%	+845	13F-HR Timeline
Somerset Group LLC	15,389	$410K	0.31%	+63	13F-HR Timeline
MONECO ADVISORS, LLC	15,427	$405K	0.03%	+2,629	13F-HR Timeline
Balentine LLC	15,426	$405K	0.02%	0	13F-HR Timeline
Broadview Financial Management, LLC	15,368	$403K	0.27%	+48	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	15,332	$402K	0.04%	+5	13F-HR Timeline
John W. Brooker & Co., CPAs	15,277	$401K	0.72%	+13	13F-HR Timeline
Steffes Financial, Ltd.	15,247	$400K	0.21%		13F-HR Timeline
Bill Few Associates, Inc.	15,189	$398K	0.1%	-498	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	15,067	$395K	0.11%	+731	13F-HR Timeline
PFG Investments, LLC	15,048	$395K	0.02%	-459	13F-HR Timeline
Carolina Wealth Advisors, LLC	15,014	$394K	0.18%	+14	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	15,013	$394K	0.01%	+1,918	13F-HR Timeline Group
CULBERTSON A N & CO INC	15,000	$393K	0.05%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	14,984	$393K	0.02%	0	13F-HR Timeline
Winthrop Capital Management, LLC	15,001	$393K	0.09%	+46	13F-HR Timeline
Able Wealth Management LLC	14,929	$392K	0.12%	0	13F-HR Timeline
New Republic Capital, LLC	14,839	$389K	0.1%	+2,890	13F-HR Timeline
TrueWealth Financial Partners	14,776	$388K	0.32%	new	13F-HR Timeline
True Blue Financial, LLC	14,776	$388K	0.32%		13F-HR Timeline
LifeSteps Financial, Inc.	14,755	$387K	0.25%	+467	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	14,730	$386K	0.08%	+641	13F-HR Timeline Group
Vickerman Investment Advisors, Inc.	14,665	$385K	0.08%	-4,313	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	14,620	$383K	0.01%	-6,628	13F-HR Timeline Group
DOCK STREET ASSET MANAGEMENT INC	14,554	$382K	0.03%	-5,813	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	14,530	$381K	0.01%	+227	13F-HR Timeline
PRECEDENT WEALTH PARTNERS, LLC	14,526	$381K	0.08%	0	13F-HR Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…	14,429	$378K	0.01%	+40	13F-HR Timeline Group
North Berkeley Wealth Management, LLC	14,382	$377K	0.22%	0	13F-HR Timeline
V. M. MANNING & CO., INC.	14,361	$377K	0.38%	-58	13F-HR Timeline
GWN SECURITIES INC.	14,352	$376K	0.08%	+43	13F-HR Timeline
Hardy Reed LLC	14,351	$376K	0.03%	-3,736	13F-HR Timeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	14,341	$376K	0.23%		13F-HR Timeline
Brooklyn Investment Group	14,168	$375K	0.02%	new	13F-HR Timeline
CDM FINANCIAL COUNSELING SERVICES, INC.	14,280	$375K	0.35%		13F-HR Timeline
Capital Investment Advisors, LLC	14,269	$374K	0.01%	+663	13F-HR Timeline
First Growth Capital LLC	13,950	$373K	0.33%		13F-HR Timeline
Plante Moran Financial Advisors, LLC	14,198	$372K	0.02%	+40	13F-HR Timeline
SHP Wealth Management	14,172	$372K	0.03%		13F-HR Timeline
Versant Capital Management, Inc	14,172	$372K	0.05%	+44	13F-HR Timeline
Gainplan LLC	14,145	$371K	0.14%	-12	13F-HR Timeline
WEDBUSH SECURITIES INC	14,114	$370K	0.01%	+307	13F-HR Timeline
Align Financial, LLC	367,995	$368K	0.26%		13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	14,002	$367K	0.02%	+3,826	13F-HR Timeline
Northstar Financial Companies, Inc.	13,975	$367K	0.29%	-189	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	13,969	$366K	0.04%	+1,050	13F-HR/A Timeline Group
U.S. Capital Wealth Advisors, LLC	13,870	$364K	0.01%	+11	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	13,863	$364K	0.04%	-108	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	13,800	$362K	<0.01%	-320	13F-HR Timeline Group
ZynergyRetirementPlanningLLC	13,781	$361K	0.22%	-87	13F-HR Timeline
Aurora Private Wealth, Inc.	13,819	$361K	0.24%		13F-HR Timeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…	13,677	$359K	0.05%	-144	13F-HR Timeline Group
American Financial Advisors, LLC	13,601	$357K	0.05%	+53	13F-HR Timeline
Pacific Sun Financial Corp	13,520	$355K	0.17%	0	13F-HR Timeline
TFO Wealth Partners, LLC	13,446	$353K	0.05%	0	13F-HR Timeline
WASHBURN CAPITAL MANAGEMENT, INC.	13,396	$351K	0.19%	-644	13F-HR Timeline
Kohmann Bosshard Financial Services, LLC	13,302	$349K	0.03%	+1	13F-HR Timeline
Advisors Capital Management, LLC	13,221	$347K	<0.01%	+1,224	13F-HR Timeline
CAPITAL INSIGHT PARTNERS, LLC	13,218	$347K	0.07%	0	13F-HR Timeline
Level Wealth Management LLC	13,205	$346K	0.18%	-4,945	13F-HR Timeline
JBGlobal.com LLC	13,148	$345K	0.43%	0	13F-HR Timeline
Index Fund Advisors, Inc.	13,114	$344K	0.02%	+19	13F-HR Timeline
New Perspectives, Inc	13,089	$343K	0.12%	0	13F-HR Timeline
Creative Capital Management Investments…	13,053	$342K	0.1%	0	13F-HR Timeline
ADE, LLC	13,030	$342K	0.17%	0	13F-HR Timeline
Tranquility Partners, LLC	13,003	$341K	0.12%	0	13F-HR Timeline
Silver Lake Advisory, LLC	13,001	$341K	0.13%	+2,889	13F-HR Timeline
Heartwood Wealth Advisors LLC	12,993	$341K	0.03%	0	13F-HR Timeline
Generations Wealth, LLC	12,990	$341K	0.35%		13F-HR Timeline
Berger Financial Group, Inc	12,950	$340K	0.02%	+91	13F-HR Timeline
Pinion Investment Advisors, LLC	12,916	$339K	0.08%	-1	13F-HR Timeline
Midwest Trust Co	12,793	$336K	<0.01%	0	13F-HR Timeline
Atlatl Advisers LLC	12,771	$335K	0.13%	0	13F-HR Timeline
Almanack Investment Partners, LLC.	12,748	$334K	0.06%	-11,435	13F-HR Timeline
COMMERCE BANKin group COMMERCE BANK	12,675	$332K	<0.01%	-425	13F-HR Timeline Group
55 North Private Wealth, LLC	12,672	$332K	0.09%		13F-HR Timeline
Choate Investment Advisors	12,630	$331K	0.01%	0	13F-HR Timeline
Kingsview Wealth Management, LLC	12,601	$331K	<0.01%	+1,487	13F-HR Timeline
WealthBridge Capital Management, LLC	12,591	$330K	0.08%	+9	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	12,582	$330K	0.14%	new	13F-HR Timeline
BostonPremier Wealth LLC	12,505	$328K	0.17%	-175	13F-HR Timeline
5T Wealth, LLC	12,458	$327K	0.13%	new	13F-HR Timeline
CORNERSTONE ENTERPRISES, LLC	12,426	$326K	0.16%	0	13F-HR Timeline
DRAVO BAY LLC	12,411	$326K	0.14%	0	13F-HR Timeline
Plan A Wealth LLC	12,346	$324K	0.16%	new	13F-HR Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC	12,257	$322K	<0.01%	new	13F-HR Timeline
Worth Asset Management, LLC	12,256	$321K	0.14%	-1,165	13F-HR Timeline
Rock Point Advisors, LLC	12,243	$321K	0.08%	0	13F-HR Timeline
Venturi Wealth Management, LLC	12,161	$319K	0.01%	-287	13F-HR Timeline
Coordinated Financial Services, Inc.	12,038	$316K	0.18%	+3,414	13F-HR Timeline
Americana Partners, LLC	12,003	$315K	0.01%	+38	13F-HR Timeline
Crescent Grove Advisors, LLC	12,000	$315K	0.03%	0	13F-HR Timeline
Squire Investment Management Company, L…	12,000	$315K	0.1%	-2	13F-HR Timeline
Briggs Wealth Management, Inc	11,991	$315K	0.34%		13F-HR Timeline
GRANDFIELD & DODD, LLC	11,979	$314K	0.02%	-38	13F-HR Timeline
Fisher Asset Management, LLC	11,950	$313K	<0.01%	+1,972	13F-HR Timeline
Echo45 Advisors LLC	11,942	$313K	0.18%	new	13F-HR Timeline
McCartney Wealth Management LLC	11,912	$312K	0.27%		13F-HR Timeline
Founders Financial Alliance, LLC	11,901	$312K	0.06%	+20	13F-HR Timeline
Planning Center, Inc.	11,884	$312K	0.03%	+5	13F-HR Timeline
CLARIS ADVISORS, LLC / MO /	11,852	$311K	0.09%	+72	13F-HR Timeline
PUREfi Wealth, LLC	11,757	$308K	0.24%	0	13F-HR Timeline
Michels Family Financial, LLC	11,674	$306K	0.22%	+33	13F-HR Timeline
Virtue Capital Management, LLC	11,632	$306K	0.05%	+3,595	13F-HR/A Timeline
WHITTIER TRUST CO OF NEVADA INC	11,437	$305K	0.01%	0	13F-HR Timeline
Red Mountain Financial, LLC	11,551	$303K	0.3%	+2,173	13F-HR Timeline
Carter Financial, LLC	11,484	$301K	0.27%		13F-HR Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…	11,468	$301K	0.05%	0	13F-HR Timeline