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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,313 managers (1,324 13F filers) reported a position in SCHB shares at 2026-03-31, 598,784,878 shares in all. 75 filers opened a position and 68 filers sold out during the quarter.

Managers
1,313
13F filers
1,324
New
75
Added
521
Reduced
488
Sold out
68
Shares held by filers
598,784,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CDKV HOLDINGS LLC20,384$512K0.45%+813F-HRTimeline
TrustWell Financial Advisors, LLC20,054$503K0.47%-2,40913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,999$502K0.05%new13F-HRTimeline
Northstar Financial Companies, Inc.19,975$501K0.4%+6,00013F-HRTimeline
Broadleaf Partners, LLC19,968$501K0.12%-4,20913F-HRTimeline
Seneca House Advisors19,821$498K0.2%+21213F-HRTimeline
RIA Advisory Group LLC19,799$497K0.12%-4013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,776$496K0.01%+45113F-HRTimeline
Harbor Asset Planning, Inc.19,767$496K0.42%+5613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,691$494K0.17%013F-HRTimeline
Tandem Wealth Advisors LLC19,588$492K0.22%+9,56713F-HRTimeline
Aull & Monroe Investment Management Corp19,585$492K0.23%+213F-HRTimeline
Wernau Asset Management Inc.19,554$491K0.51%-5,76613F-HRTimeline
Your Advocates Ltd., LLP19,547$491K0.15%+4813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC19,431$488K0.15%-68913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,336$485K0.01%+4,32313F-HRTimelineGroup
Team Hewins, LLC19,280$484K0.14%+8,51613F-HRTimeline
Baldwin Investment Management, LLC19,212$482K0.06%+813F-HRTimeline
71 West Capital Partners19,185$482K0.02%013F-HRTimeline
Anchor Investment Management, LLC19,086$479K0.04%013F-HRTimeline
Gilbert & Cook, Inc.18,979$476K0.06%013F-HRTimeline
Revolve Wealth Partners, LLC18,953$476K0.06%+63213F-HRTimeline
Allegiance Financial Group Advisory Ser…18,945$476K0.09%013F-HRTimeline
Clarity Capital Advisors, LLC18,874$474K0.22%+3,13413F-HRTimeline
Balefire, LLC18,840$473K0.09%013F-HRTimeline
EVERETT HARRIS & CO /CA/18,775$471K0.01%+2,00013F-HRTimeline
Solutions 4 Wealth, Ltd18,775$471K0.71%+15813F-HRTimeline
Cornerstone Planning Group LLC16,831$470K0.06%-6013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC18,719$470K0.03%+37913F-HRTimeline
DAVENPORT & Co LLC18,698$469K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.18,564$466K0.03%-24313F-HRTimeline
Clarity Wealth Advisors, LLC18,556$466K0.1%-88713F-HRTimeline
Hardin Capital Partners, LLC18,521$465K0.22%+3413F-HRTimeline
Canvas Wealth Advisors, LLC18,124$455K0.08%new13F-HRTimeline
Shepherd Financial Partners LLC18,100$454K0.04%+5113F-HRTimeline
Royal Capital Wealth Management, LLC18,096$454K0.28%+513F-HRTimeline
Naviter Wealth, LLC18,090$454K0.06%-3,60613F-HRTimeline
Lakeridge Wealth Management LLC18,061$453K0.19%-57513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP18,051$453K<0.01%013F-HRTimelineGroup
SAGE RHINO CAPITAL LLC18,031$453K0.08%+4313F-HRTimeline
Armbruster Capital Management, Inc.17,971$451K0.07%-1,27813F-HRTimeline
IMC-Chicago, LLC17,919$450K0.01%new13F-HRTimeline
EVOKE WEALTH, LLC17,901$449K0.01%+713F-HRTimeline
Old North State Wealth Management, LLC17,845$448K0.21%+4913F-HRTimeline
Physician Wealth Advisors, Inc.17,818$447K0.06%-28513F-HRTimeline
Garde Capital, Inc.17,774$446K0.03%+14713F-HRTimeline
FIDUCIENT ADVISORS LLC17,760$446K0.06%+22313F-HRTimeline
SAGE FINANCIAL GROUP INC17,730$445K0.03%+8113F-HRTimeline
NWAM LLC17,729$445K0.03%+813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,700$444K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group17,562$441K0.01%+3,39413F-HRTimeline
Parkside Financial Bank & Trust17,528$440K0.03%-10113F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC17,352$436K0.14%-36213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,314$435K0.05%+4113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.17,275$434K0.04%+8513F-HRTimeline
GC Wealth Management RIA, LLC17,178$431K0.02%+43813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC17,088$429K0.03%+2613F-HRTimeline
Fiduciary Alliance LLC15,790$426K0.03%-2,64513F-HRTimeline
Accurate Wealth Management, LLC16,225$426K0.05%-76613F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC16,907$424K0.04%013F-HRTimelineGroup
Klingman & Associates, LLC16,862$423K0.02%013F-HRTimeline
American Money Management, LLC16,800$422K0.07%013F-HRTimeline
JACOBS & CO/CA16,772$421K0.04%+33013F-HRTimeline
United Asset Strategies, Inc.16,737$420K0.03%-2213F-HRTimeline
West Financial Advisors, LLC16,681$419K0.07%-62713F-HRTimeline
FinArc Investments, Inc.16,674$419K0.4%-1,97913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,620$417K0.01%+1,00013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…16,608$417K0.04%13F-HRTimelineGroup
Front Row Advisors LLC16,606$417K0.14%-15013F-HRTimeline
Aviance Capital Partners, LLC16,563$416K0.05%-2,40013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…16,556$416K0.01%-27,91413F-HRTimelineGroup
Baltimore-Washington Financial Advisors…16,525$415K0.02%+1813F-HRTimeline
Trevian Wealth Management LLC16,490$414K0.2%013F-HRTimeline
Resolute Advisors LLC16,479$414K0.17%+3813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC16,398$412K0.03%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC16,376$411K0.13%013F-HRTimeline
Stockman Wealth Management, Inc.16,273$408K0.05%+9513F-HRTimeline
Verum Partners LLC16,255$408K0.08%-78713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,136$405K0.01%new13F-HRTimeline
Gibson Capital, LLC16,074$403K0.08%-94613F-HRTimeline
Valeo Financial Advisors, LLC16,053$403K0.01%+613F-HRTimeline
Murphy & Mullick Capital Management Corp15,908$399K0.3%-60913F-HRTimeline
Live Oak Investment Partners15,828$397K0.23%013F-HRTimeline
Barnes Wealth Management Group, Inc15,822$397K0.2%-513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC15,813$397K<0.01%-23013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC15,804$397K0.04%+4413F-HRTimeline
APPLETON PARTNERS INC/MA15,655$393K0.03%-38813F-HRTimeline
MONECO ADVISORS, LLC15,435$387K0.03%+813F-HRTimeline
Balentine LLC15,426$387K0.02%013F-HRTimeline
Bill Few Associates, Inc.15,426$387K0.09%+23713F-HRTimeline
Broadview Financial Management, LLC15,411$387K0.26%+4313F-HRTimeline
Fortune Financial Group, Inc.15,368$386K0.35%013F-HRTimeline
Financial Synergies Wealth Advisors, In…15,347$385K0.04%+1513F-HRTimeline
Somerset Group LLC14,032$385K0.29%-1,35713F-HRTimeline
Steffes Financial, Ltd.15,294$384K0.2%+4713F-HRTimeline
John W. Brooker & Co., CPAs15,289$384K0.6%+1213F-HRTimeline
LifeSteps Financial, Inc.15,178$381K0.24%+42313F-HRTimeline
Van Hulzen Asset Management, LLC15,132$380K0.03%-1,39013F-HRTimeline
PFG Investments, LLC15,006$377K0.02%-4213F-HRTimeline
CULBERTSON A N & CO INC15,000$376K0.05%013F-HRTimeline
Triton Financial Group Inc14,656$376K0.66%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…14,984$376K0.02%013F-HRTimeline
Winthrop Capital Management, LLC14,944$375K0.1%-5713F-HRTimeline
Able Wealth Management LLC14,929$375K0.1%013F-HRTimeline
New Republic Capital, LLC14,839$372K0.13%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO14,817$372K<0.01%new13F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.14,746$370K0.08%+1613F-HRTimelineGroup
LEGACY CAPITAL WEALTH MANAGEMENT, LLC14,718$369K0.22%+37713F-HRTimeline
Vickerman Investment Advisors, Inc.14,706$369K0.08%+4113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC14,689$369K0.1%-37813F-HRTimeline
Edgestream Partners, L.P.14,625$367K0.01%-8,73313F-HRTimeline
Capital Investment Advisors, LLC14,571$366K0.01%+30213F-HR/ATimeline
PRECEDENT WEALTH PARTNERS, LLC14,526$365K0.07%013F-HRTimeline
Expressive Wealth LLC12,839$364K0.35%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…14,465$363K0.01%+3613F-HRTimelineGroup
GWN SECURITIES INC.14,391$361K0.07%+3913F-HRTimeline
North Berkeley Wealth Management, LLC14,382$361K0.19%013F-HRTimeline
Hardy Reed LLC14,351$360K0.03%013F-HRTimeline
Disciplined Investments, LLC14,334$360K0.13%-9,41013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,330$360K0.01%-29013F-HRTimelineGroup
CDM FINANCIAL COUNSELING SERVICES, INC.14,280$358K0.34%013F-HRTimeline
Plante Moran Financial Advisors, LLC14,233$357K0.02%+3513F-HRTimeline
Versant Capital Management, Inc14,211$357K0.04%+3913F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,196$356K0.03%+89413F-HR/ATimeline
SHP Wealth Management14,172$356K0.03%013F-HRTimeline
Gainplan LLC14,145$355K0.27%013F-HRTimeline
WEDBUSH SECURITIES INC14,156$355K0.01%+4213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,080$353K0.01%-45013F-HR/ATimeline
First Growth Capital LLC13,950$353K0.32%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC14,037$352K0.02%+3513F-HRTimeline
Align Financial, LLC14,030$352K0.2%-353,96513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…14,008$352K0.04%+3913F-HR/ATimelineGroup
Tranquility Partners, LLC13,997$351K0.13%+99413F-HRTimeline
Cooke Wealth Management, LLC13,972$351K0.31%+6,07313F-HRTimeline
Fragasso Financial Advisors Inc13,760$350K0.02%+2,37713F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,881$348K0.01%+1113F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,864$348K0.04%+113F-HRTimeline
ZynergyRetirementPlanningLLC13,781$346K0.21%013F-HRTimeline
Opulen Financial Group LLC13,772$346K0.24%new13F-HRTimeline
MAYPORT, LLC13,698$344K0.06%new13F-HRTimeline
J HAGAN CAPITAL, INC.13,687$344K0.19%-6,21613F-HRTimeline
CVFG LLC13,616$342K0.04%new13F-HRTimeline
American Financial Advisors, LLC13,616$342K0.05%+1513F-HRTimeline
Clear Harbor Asset Management, LLC13,614$342K0.02%new13F-HRTimeline
Pacific Sun Financial Corp13,520$339K0.16%013F-HRTimeline
TFO Wealth Partners, LLC13,446$337K0.05%013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…13,434$337K0.04%-24313F-HRTimelineGroup
WASHBURN CAPITAL MANAGEMENT, INC.13,396$336K0.2%013F-HRTimeline
Coordinated Financial Services, Inc.13,375$336K0.19%+1,33713F-HRTimeline
JBGlobal.com LLC13,148$330K0.32%013F-HRTimeline
Index Fund Advisors, Inc.13,131$330K0.01%+1713F-HRTimeline
Advisors Capital Management, LLC13,086$328K<0.01%-13513F-HRTimeline
Kingsview Wealth Management, LLC13,055$328K<0.01%+45413F-HRTimeline
Creative Capital Management Investments…13,053$328K0.09%013F-HRTimeline
Silver Lake Advisory, LLC13,030$327K0.13%+2913F-HRTimeline
ADE, LLC13,030$327K0.16%013F-HRTimeline
Heartwood Wealth Advisors LLC12,993$326K0.03%013F-HRTimeline
Generations Wealth, LLC12,990$326K0.32%013F-HRTimeline
StoryOne LLC0$326K0.18%new13F-HRTimelineAmount filed as zero, left out of ratios.
Level Wealth Management LLC12,945$325K0.15%-26013F-HRTimeline
Berger Financial Group, Inc12,900$324K0.02%-5013F-HRTimeline
Atlatl Advisers LLC12,768$320K0.24%-313F-HRTimeline
New Perspectives, Inc12,689$318K0.11%-40013F-HRTimeline
55 North Private Wealth, LLC12,672$318K0.08%013F-HRTimeline
Choate Investment Advisors12,630$317K0.01%013F-HRTimeline
Red Mountain Financial, LLC12,618$317K0.3%+1,06713F-HRTimeline
WealthBridge Capital Management, LLC12,598$316K0.07%+713F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,426$312K0.16%013F-HRTimeline
DRAVO BAY LLC12,411$312K0.13%013F-HRTimeline
Dynamic Advisor Solutions LLC12,335$310K0.01%-4,45313F-HRTimeline
Briggs Wealth Management, Inc12,303$309K0.33%+31213F-HRTimeline
BostonPremier Wealth LLC12,286$308K0.16%-21913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,257$308K<0.01%013F-HRTimeline
Rock Point Advisors, LLC12,243$307K0.08%013F-HRTimeline
Worth Asset Management, LLC12,239$307K0.11%-1713F-HRTimeline
Pinion Investment Advisors, LLC12,232$307K0.07%-68413F-HRTimeline
Goldstein Advisors, LLC12,230$307K0.03%+1,26613F-HRTimeline
Venturi Wealth Management, LLC12,182$306K0.01%+2113F-HRTimeline
United Community Bankin group United Community Bank12,175$306K0.1%+1,18313F-HRTimelineGroup
5T Wealth, LLC12,152$305K0.12%-30613F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC12,053$303K0.03%-2,50113F-HRTimeline
Crescent Grove Advisors, LLC12,000$301K0.03%013F-HRTimeline
Squire Investment Management Company, L…12,000$301K0.08%013F-HRTimeline
McCartney Wealth Management LLC11,953$300K0.25%+4113F-HRTimeline
Echo45 Advisors LLC11,942$300K0.17%013F-HRTimeline
Founders Financial Alliance, LLC11,929$299K0.05%+2813F-HRTimeline
Almanack Investment Partners, LLC.11,911$299K0.05%-83713F-HRTimeline
Midwest Trust Co11,888$298K<0.01%-90513F-HRTimeline
CLARIS ADVISORS, LLC / MO /11,885$298K0.09%+3313F-HRTimeline
Arista Wealth Management, LLC11,856$298K0.04%+40213F-HRTimeline
GRANDFIELD & DODD, LLC11,764$295K0.02%-21513F-HRTimeline
PUREfi Wealth, LLC11,757$295K0.19%013F-HRTimeline
Florida Trust Wealth Management Co11,705$294K0.01%+1,47513F-HRTimeline
Michels Family Financial, LLC11,703$294K0.21%+2913F-HRTimeline
Carter Financial, LLC11,484$288K0.25%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,468$288K0.05%013F-HRTimeline
Guardian Financial Partners, LLC11,402$286K0.12%+34113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,376$286K0.01%-3513F-HRTimeline
Paulson Wealth Management Inc.11,357$285K0.07%013F-HRTimeline
Snowden Capital Advisors LLC11,355$285K0.01%013F-HRTimeline