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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,382 managers (1,396 13F filers) reported a position in SCHB shares at 2026-06-30, 536,423,629 shares in all. 119 filers opened a position and 43 filers sold out during the quarter.

Managers
1,382
13F filers
1,396
New
119
Added
539
Reduced
488
Sold out
43
Shares held by filers
536,423,629

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Dynamic Advisor Solutions LLC12,352$358K0.01%+1713F-HRTimeline
BostonPremier Wealth LLC12,319$357K0.15%+3313F-HRTimeline
Briggs Wealth Management, Inc12,313$357K0.33%+1013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,257$355K<0.01%013F-HRTimeline
Rock Point Advisors, LLC12,243$355K0.09%013F-HRTimeline
United Community Bankin group United Community Bank12,175$353K0.11%013F-HRTimelineGroup
Rockwood Wealth Management, LLC12,149$352K0.02%-21,74913F-HRTimeline
Broadway Wealth Solutions, Inc.12,087$350K0.16%+1,45413F-HRTimeline
Crescent Grove Advisors, LLC12,000$348K0.03%013F-HRTimeline
Squire Investment Management Company, L…12,000$348K0.08%013F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…11,988$347K0.04%-1,44613F-HRTimelineGroup
Echo45 Advisors LLC11,942$346K0.18%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /11,916$345K0.09%+3113F-HRTimeline
KWMG, LLC11,868$344K0.02%+51713F-HRTimeline
Arista Wealth Management, LLC11,856$343K0.04%013F-HRTimeline
Team Hewins, LLC11,745$340K0.09%-7,53513F-HRTimeline
Advisors Capital Management, LLC11,733$340K<0.01%-1,35313F-HRTimeline
Michels Family Financial, LLC11,731$340K0.22%+2813F-HRTimeline
FinArc Investments, Inc.11,727$340K0.31%-4,94713F-HRTimeline
Venturi Wealth Management, LLC11,700$339K0.01%-48213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.11,657$338K<0.01%new13F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,597$336K0.02%+22113F-HRTimeline
Prairiewood Capital, LLC11,591$336K0.09%+39213F-HRTimeline
Family Office Research LLC11,534$334K0.13%new13F-HRTimeline
Carter Financial, LLC11,484$333K0.25%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,468$332K0.05%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,410$330K<0.01%+11,23013F-HRTimelineGroup
Robinhood Asset Management, LLC11,409$330K0.02%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,363$329K0.07%+90713F-HR/ATimeline
Aurora Private Wealth, Inc.11,353$329K0.21%+50713F-HRTimeline
Paulson Wealth Management Inc.11,357$329K0.07%013F-HRTimeline
GRANDFIELD & DODD, LLC11,239$325K0.02%-52513F-HRTimeline
Vigilare Wealth Management11,130$322K0.1%+41413F-HRTimeline
WEDBUSH SECURITIES INC11,087$321K0.01%-3,06913F-HRTimeline
Ifrah Financial Services, Inc.11,043$320K0.08%+21013F-HRTimeline
Midwest Trust Co11,027$319K<0.01%-86113F-HRTimeline
Financial Insights, Inc.10,995$318K0.08%new13F-HRTimeline
Pflug Koory, LLC10,958$317K0.13%+713F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC10,900$316K0.21%+1,56613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.10,816$313K0.06%-28113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA10,750$311K0.02%013F-HRTimeline
Clear Trail Advisors, LLC10,741$311K0.05%new13F-HRTimeline
Rossby Financial, LCC10,737$311K0.06%013F-HRTimeline
Helium Advisors LLC10,632$308K0.26%new13F-HRTimeline
VERITY Wealth Advisors10,620$308K0.19%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,590$307K0.02%-10013F-HRTimelineGroup
Bleakley Financial Group, LLC10,574$306K<0.01%-48413F-HRTimeline
Orion Capital Management LLC10,558$306K0.09%-613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC10,628$306K0.04%-64813F-HRTimeline
Councilmark Asset Management, LLC10,500$304K0.16%013F-HRTimeline
Everest Financial Group LLC10,460$303K0.04%+1613F-HRTimeline
ATLas Financial Planning LLC10,445$302K0.25%+1513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,434$302K0.02%+2813F-HRTimeline
Planning Center, Inc.10,431$302K0.03%013F-HRTimeline
Napier Financial, LLC10,428$302K0.06%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP10,424$302K0.04%-63113F-HRTimeline
Americana Partners, LLC10,408$301K0.01%new13F-HRTimeline
Level Wealth Management LLC10,381$301K0.12%-2,56413F-HRTimeline
Patten Group, Inc.10,346$300K0.05%013F-HRTimeline
NerdWallet Wealth Partners, LLC10,346$300K0.1%+1,32913F-HRTimeline
DB Fitzpatrick & Co, Inc10,344$300K0.24%+17713F-HR/ATimeline
Quantum Financial Planning Services, In…10,285$298K0.09%+2313F-HRTimeline
Auxano Advisors, LLC10,266$297K0.06%013F-HRTimeline
PUREfi Wealth, LLC10,257$297K0.16%-1,50013F-HRTimeline
Telos Capital Management, Inc.10,234$296K0.03%013F-HRTimeline
Florida Trust Wealth Management Co10,230$296K0.01%-1,47513F-HRTimeline
MJP ASSOCIATES INC /ADV10,204$296K0.03%+513F-HRTimeline
Nordwand Advisors, LLC10,200$295K0.05%013F-HRTimeline
HC Advisors, LLC10,188$295K0.18%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,178$295K0.01%+20313F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC10,176$295K0.01%-67713F-HRTimeline
Wealthquest Corp10,170$295K0.02%-113F-HRTimeline
5T Wealth, LLC10,124$293K0.11%-2,02813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska10,100$292K0.03%new13F-HRTimelineGroup
Bright Futures Wealth Management, LLC.10,093$292K0.19%+2613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,083$292K<0.01%013F-HRTimelineGroup
Occidental Asset Management, LLC10,060$291K0.03%+18013F-HRTimeline
Portland Financial Advisors Inc10,046$291K0.53%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,971$289K<0.01%+54913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.9,950$288K0.02%+813F-HRTimelineGroup
UMB Bank, n.a.9,900$287K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ruggaard & Associates LLC9,885$286K0.1%-213F-HRTimeline
Cauble & Harre Wealth Management, Inc.9,869$286K0.23%+1713F-HRTimeline
ARS Wealth Advisors Group, LLC9,863$286K0.02%+2513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…9,800$284K0.01%new13F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.9,870$284K0.13%013F-HRTimeline
KilterHowling LLC9,783$283K0.13%-17,48613F-HRTimeline
Sterling Financial Planning, Inc.9,752$282K0.08%+2513F-HRTimeline
Johnson Bixby & Associates, LLC9,726$282K0.03%+40013F-HRTimeline
Quadcap Wealth Management, LLC9,703$281K0.03%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…9,660$280K0.02%013F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC9,621$279K0.04%+113F-HRTimeline
Obermeyer Wealth Partners9,600$278K0.01%013F-HRTimeline
Alley Investment Management Company, LLC9,566$277K0.03%013F-HRTimeline
Cypress Wealth Services, LLC9,557$277K0.03%-53713F-HRTimeline
New England Private Wealth Advisors LLC9,656$276K0.03%+61713F-HRTimeline
Keel Point, LLC9,520$276K0.02%new13F-HRTimeline
Red Spruce Capital, LLC9,507$275K0.1%013F-HRTimeline
BetterWealth, LLC9,469$274K0.05%013F-HRTimeline
Vawter Financial, Ltd.9,425$273K0.1%+42513F-HRTimeline
Glaxis Capital Management, LLC9,371$271K0.55%013F-HRTimeline
Wick Capital Partners, LLC9,354$271K0.04%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,333$270K0.28%+1613F-HRTimeline
Sterling Investment Advisors, Ltd.9,230$267K0.04%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC9,196$266K0.08%+1313F-HRTimeline
Round Rock Advisors LLC9,158$265K0.03%+1113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,150$265K0.03%013F-HRTimeline
Francis Financial, Inc.9,029$261K0.04%new13F-HRTimeline
PATTEN & PATTEN INC/TN9,005$261K0.01%-1,30013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,975$260K0.07%+51313F-HRTimeline
Third View Private Wealth, LLC8,970$260K0.03%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…8,967$260K0.18%-1,21213F-HRTimeline
Aspen Grove Capital, LLC8,963$260K0.04%+713F-HRTimeline
Riverwater Partners LLC8,961$260K0.08%-50013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,960$259K<0.01%-2,07813F-HRTimeline
Aurora Investment Managers, LLC.8,918$258K0.16%new13F-HRTimeline
Pacific Point Advisors, LLC8,903$258K0.12%+93113F-HRTimeline
Falcon Wealth Planning8,902$258K0.02%013F-HRTimeline
Sherman Wealth Management LLC8,844$256K0.19%+2313F-HRTimeline
SVRN Asset Management, LLC8,844$256K0.13%013F-HRTimeline
Randolph Co Inc8,813$255K0.02%013F-HRTimeline
Richard Young Associates, Ltd.8,770$254K0.17%013F-HRTimeline
SJS Investment Consulting Inc.8,766$254K0.03%013F-HRTimeline
Stirlingshire Investments, Inc.8,752$253K0.19%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC8,707$252K0.01%-27213F-HRTimeline
Decker Wealth Management LLC8,700$252K0.05%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,688$252K0.01%013F-HRTimeline
Sensible Money, LLC8,641$250K0.07%+513F-HRTimeline
BlackDiamond Wealth Management, LLC8,376$250K0.1%-2,42713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC9,967$250K0.03%013F-HRTimeline
Accelerate Investment Advisors LLC8,633$250K0.14%+36213F-HRTimeline
Balboa Wealth Partners8,610$249K0.03%+48213F-HRTimeline
CWS Financial Advisors, LLC8,580$248K0.06%013F-HRTimeline
Hubbell Strickland Wealth Management, L…8,501$246K0.09%+2213F-HRTimeline
Cardinal Point Capital Management ULC8,481$246K0.01%013F-HRTimeline
Alpine Global Management, LLC8,450$245K0.04%new13F-HRTimeline
Armor Investment Advisors, LLC8,447$245K0.08%-33913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,438$244K<0.01%-1,00713F-HRTimelineGroup
Bucket List Wealth Management, LLC8,410$244K0.12%+2213F-HRTimeline
Strive Financial Group ,LLC8,401$243K0.11%+913F-HR/ATimeline
Secure Asset Management, LLC8,357$242K0.03%-28813F-HRTimeline
Cornerstone Wealth Management, LLC8,356$242K0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC8,341$242K0.06%+2213F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,340$242K0.01%013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT8,321$241K0.26%new13F-HRTimeline
NWF Advisory Services Inc.8,268$239K0.02%013F-HRTimeline
Brand Asset Management Group, Inc.8,219$238K0.05%+1413F-HRTimeline
FIDUCIARY ADVISORS, INC.8,203$238K0.16%+2113F-HRTimeline
TOWER BRIDGE ADVISORS8,200$237K0.02%013F-HRTimeline
Parkway Wealth Management Group, LLC8,172$237K0.03%013F-HRTimeline
Virtue Capital Management, LLC8,090$234K0.03%-3,54313F-HRTimeline
RMR Capital Management, LLC8,088$234K0.16%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,057$233K0.01%+113F-HRTimeline
Prosperity Consulting Group, LLC8,043$233K0.01%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,016$232K<0.01%-43213F-HRTimeline
National Philanthropic Trust8,003$232K<0.01%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,979$231K0.07%new13F-HRTimeline
Robinswood Financial LLC7,928$230K0.07%-12413F-HRTimeline
OLD NATIONAL BANCORP /IN/7,910$229K<0.01%new13F-HRTimeline
Elite Life Management LLC7,695$229K0.27%+47413F-HRTimeline
Ted Buchan & Co7,900$229K0.07%-22713F-HRTimeline
MONTAG A & ASSOCIATES INC7,896$229K0.01%+3,01313F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC7,894$229K0.07%new13F-HRTimeline
Tidemark, LLC7,885$228K0.05%+70413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,902$228K0.01%new13F-HRTimeline
SmartHarvest Portfolios, LLC7,865$228K0.07%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,849$227K0.04%013F-HRTimeline
BURNEY CO/7,836$227K0.01%new13F-HRTimeline
Prasad Wealth Partners, LLC7,836$227K0.05%new13F-HRTimeline
Mission Hills Financial Advisory, LLC7,814$226K0.1%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,800$226K0.08%new13F-HRTimeline
Sherry Group, Inc.7,848$225K0.22%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,777$225K<0.01%new13F-HRTimelineGroup
Pachira Investments Inc.7,746$224K0.08%-2,06213F-HRTimeline
Ellenbecker Investment Group7,716$223K0.03%new13F-HRTimeline
Frankly Finances, LLC7,686$223K0.18%013F-HR/ATimeline
White Pine Investment CO7,667$222K0.05%-46413F-HRTimeline
Almanack Investment Partners, LLC.7,644$221K0.03%-4,26713F-HRTimeline
WHITTIER TRUST CO7,595$221K<0.01%+3,40413F-HRTimeline
Quantum Capital Management, LLC / NJ7,593$220K0.03%+17613F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,592$220K0.08%new13F-HRTimeline
Certified Advisory Corp7,511$218K0.02%-1,04813F-HRTimeline
Biltmore Family Office, LLC7,505$217K0.03%013F-HRTimeline
marrick wealth, LLC7,500$217K0.15%new13F-HRTimeline
SYKON CAPITAL LLC7,484$217K0.07%new13F-HRTimeline
Crescent Sterling, Ltd.7,426$215K0.19%new13F-HRTimeline
Integrity Advisory Solutions, LLC7,397$214K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA7,368$213K<0.01%013F-HRTimelineGroup
Triton Financial Group Inc7,362$213K0.12%-7,29413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,359$213K<0.01%new13F-HRTimelineGroup
Red Wave Investments LLC7,351$213K0.05%new13F-HRTimeline
Strategic Equity Management7,340$213K0.07%new13F-HRTimeline
Prospera Capital Management, LLC7,294$212K0.07%new13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC7,310$212K0.12%new13F-HRTimeline
Caliber Wealth Management, LLC / KS7,302$211K0.02%new13F-HRTimeline
MATAURO, LLC7,294$211K0.03%new13F-HRTimeline
First Financial Bankshares Inc7,266$210K<0.01%new13F-HRTimeline
Richard P Slaughter Associates Inc7,266$210K0.04%new13F-HRTimeline
Friedenthal Financial7,258$210K0.1%-53213F-HRTimeline
MONEYWISE, INC.7,227$209K0.08%new13F-HRTimeline