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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,177 managers (1,182 13F filers) reported a position in SCHB shares at 2024-12-31, 474,519,555 shares in all. 54 filers opened a position and 39 filers sold out during the quarter.

Managers
1,177
13F filers
1,182
New
54
Added
1,024
Reduced
15
Sold out
39
Shares held by filers
474,519,555

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Hubbell Strickland Wealth Management, L…9,238$210K0.1%+6,17013F-HRTimeline
Baker Avenue Asset Management, LP9,219$209K0.01%-41113F-HRTimeline
Arkadios Wealth Advisors9,213$209K0.01%+4,46813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,198$209K0.01%+5,88213F-HRTimelineGroup
Jackson Wealth Management, LLC9,182$208K0.02%+6,12113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC9,151$208K0.04%+6,10013F-HRTimeline
Trek Financial, LLC9,129$207K0.02%new13F-HRTimeline
Round Rock Advisors LLC9,098$207K0.04%+6,07013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,074$206K0.24%+6,05213F-HRTimeline
Robinswood Financial LLC9,037$205K0.08%+6,04113F-HRTimeline
SJS Investment Consulting Inc.9,010$205K0.04%+5,94313F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC9,000$204K0.04%new13F-HRTimeline
Florida Trust Wealth Management Co9,000$204K0.01%new13F-HRTimeline
River Wealth Advisors LLC8,988$204K0.03%+5,44813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,030$204K0.01%+6,02113F-HRTimeline
Aspen Grove Capital, LLC8,930$203K0.04%new13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.8,881$202K0.01%new13F-HRTimelineGroup
Northwest Financial Advisors8,860$201K0.17%+5,85513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,845$201K0.01%new13F-HRTimeline
DB Fitzpatrick & Co, Inc8,800$200K0.18%+5,95313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,760$199K<0.01%+5,88713F-HRTimelineGroup
Quantum Capital Management, LLC / NJ8,654$196K0.02%+5,73913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA8,250$187K0.04%+5,50013F-HRTimeline
Van Hulzen Asset Management, LLC8,174$186K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust7,652$174K0.02%+5,10713F-HRTimeline
Tidemark, LLC7,154$162K0.06%+4,79113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,005$159K0.01%+4,69513F-HRTimelineGroup
Biltmore Family Office, LLC6,750$153K0.03%+4,50013F-HRTimeline
Empowered Funds, LLC6,723$153K<0.01%new13F-HRTimeline
Pacific Center for Financial Services6,693$152K0.04%+4,46013F-HRTimeline
Investors Research Corp6,486$147K0.03%+4,32413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,180$140K0.01%+4,12013F-HRTimelineGroup
GROUP ONE TRADING LLC6,134$139K<0.01%new13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT6,075$138K0.01%+4,05013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.6,000$136K0.06%+4,00013F-HRTimeline
Clarkston Capital Partners, LLC5,862$133K<0.01%+3,90813F-HRTimeline
HM PAYSON & CO5,822$132K<0.01%+3,88113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,664$129K0.01%new13F-HR/ATimeline
BFSG, LLC5,646$128K0.01%+4,89613F-HRTimeline
Hamilton Point Investment Advisors, LLC5,601$127K0.02%+3,73413F-HRTimeline
Glassman Wealth Services5,579$127K0.02%+4,38313F-HRTimeline
Richardson Capital Management LLC5,482$124K0.08%+3,00613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,438$123K0.02%+3,68913F-HRTimeline
AMERIFLEX GROUP, INC.5,175$121K0.06%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,248$119K0.03%+3,49013F-HRTimeline
Bangor Savings Bank5,017$114K0.01%+3,35113F-HRTimeline
New Republic Capital, LLC4,980$113K0.07%+4,82013F-HRTimeline
Venturi Wealth Management, LLC4,881$111K0.01%+3,25413F-HRTimeline
Evolution Advisers, Inc.4,828$109K0.06%+3,31013F-HRTimeline
United Community Bankin group United Community Bank4,800$109K0.04%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA4,794$108K<0.01%+2,33113F-HRTimelineGroup
Princeton Global Asset Management LLC4,449$101K0.02%+2,96613F-HRTimeline
Sage Mountain Advisors LLC4,425$100K0.01%+4,35413F-HRTimeline
Wingate Wealth Advisors, Inc.4,236$96.2K0.09%13F-HRTimeline
McIlrath & Eck, LLC4,230$96K0.01%+2,82013F-HRTimeline
Financial Life Planners4,139$93.9K0.08%13F-HRTimeline
Creekmur Asset Management LLC3,867$87.8K0.02%+2,56613F-HRTimeline
MONTAG A & ASSOCIATES INC3,776$85.7K<0.01%+2,52213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,576$84.2K<0.01%+2,38413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,480$79K0.06%+2,07313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,253$73.8K0.05%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,739$73.8K0.02%+1,94513F-HRTimeline
Laurel Wealth Advisors LLC3,171$72K0.01%+2,29713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,134$71K<0.01%+2,09313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roxbury Financial LLC2,968$69.7K0.07%13F-HRTimeline
Pacifica Partners Inc.3,000$68K0.03%+2,00013F-HRTimeline
CENTRAL TRUST Co2,730$62K<0.01%+1,82013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,712$61.6K0.01%+1,80813F-HRTimelineGroup
HOERTKORN RICHARD CHARLES2,700$61.3K0.03%+1,80013F-HRTimeline
HighMark Wealth Management LLC2,546$57.8K0.03%+1,70013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,415$54.8K<0.01%+1,71513F-HRTimelineGroup
EASTERN BANK2,400$54.5K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC2,322$52.9K0.04%+1,54813F-HRTimeline
First Horizon Advisors, Inc.2,327$52.8K<0.01%+1,65013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,262$51.3K<0.01%+70713F-HRTimelineGroup
American Capital Advisory, LLC2,142$48.6K0.03%+1,52413F-HRTimeline
Keystone Financial Group, Inc.2,127$48.3K0.04%13F-HRTimeline
GODSEY & GIBB, INC2,103$47.7K<0.01%+1,40213F-HRTimeline
Glen Eagle Advisors, LLC2,059$46.7K0.01%+2,05513F-HRTimeline
Manchester Capital Management LLC2,026$46K0.01%+1,21913F-HRTimeline
JNBA Financial Advisors1,992$45.2K<0.01%+1,32813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,865$42.3K<0.01%+1,24413F-HRTimeline
Human Investing LLC1,830$41.5K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,819$41.3K<0.01%+1,15913F-HRTimeline
SIMA Wealth Partners, LLC1,793$40.7K0.03%+1,38113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,775$40.3K<0.01%+1,25013F-HRTimeline
BIRCHBROOK, INC.1,665$37.8K0.02%+1,11013F-HRTimeline
Moser Wealth Advisors, LLC1,651$37.5K0.02%+1,10213F-HRTimeline
Aberdeen Wealth Management LLC1,633$37.1K0.03%+1,08913F-HRTimeline
McClarren Financial Advisors, Inc.1,669$37K0.1%new13F-HRTimeline
Marquette Asset Management, LLC1,593$36.2K0.01%+1,06213F-HRTimeline
Western Pacific Wealth Management, LP1,566$35.5K0.03%+1,04613F-HRTimeline
NWK Group, Inc.1,542$35K0.01%+1,02813F-HRTimeline
Capital Investment Advisory Services, L…1,521$34.5K<0.01%+85413F-HRTimeline
Hemington Wealth Management1,494$33K0.01%013F-HRTimeline
Nemes Rush Group LLC1,449$32.9K<0.01%+97213F-HRTimeline
GAMMA Investing LLC1,446$32.8K<0.01%+96413F-HRTimeline
Vermillion Wealth Management, Inc.1,376$31.2K0.02%13F-HRTimeline
Global Financial Private Client, LLC1,332$30.2K0.01%+88813F-HRTimeline
Millstone Evans Group, LLC1,317$29.9K0.02%13F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$28.6K<0.01%+84013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,249$28.4K0.01%+83413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,191$27.8K<0.01%+79413F-HRTimelineGroup
Beacon Capital Management, LLC1,216$27.6K<0.01%+81113F-HRTimeline
Wiser Advisor Group LLC1,176$26.7K0.04%+78513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,161$26.4K0.01%+77413F-HRTimeline
Blume Capital Management, Inc.1,111$25.2K0.01%+74113F-HRTimeline
Promus Capital, LLC1,104$25.1K0.02%13F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC1,092$24.8K0.01%+72813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,092$24.8K<0.01%+76513F-HRTimeline
Global Wealth Strategies & Associates1,065$24.2K0.01%+71013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,020$23.2K<0.01%+72413F-HRTimeline
Lindbrook Capital, LLC985$22.4K<0.01%+65713F-HRTimeline
First Command Advisory Services, Inc.972$22.1K<0.01%+64813F-HRTimeline
Synergy Investment Management, LLC963$21.9K0.01%13F-HRTimeline
Olistico Wealth, LLC887$20.1K0.01%+59213F-HRTimeline
TFC Financial Management, Inc.816$18.5K<0.01%+54413F-HRTimeline
Beaird Harris Wealth Management, LLC750$17K<0.01%+44213F-HRTimeline
Robbins Farley737$16.7K0.01%+49113F-HRTimeline
Belvedere Trading LLC733$16.6K<0.01%-28213F-HRTimeline
Financial Perspectives, Inc714$16.2K0.01%+47713F-HRTimeline
Key Financial Inc633$14.4K<0.01%+42213F-HRTimeline
Smartleaf Asset Management LLC628$14.3K<0.01%+25813F-HRTimeline
Integrity Financial Corp /WA627$14.2K0.01%+41813F-HRTimeline
Raleigh Capital Management Inc.598$13.6K0.01%new13F-HRTimeline
CURIO WEALTH, LLC567$12.9K0.01%13F-HRTimeline
WASHINGTON TRUST Co564$12.8K<0.01%+37613F-HRTimeline
Bernard Wealth Management Corp.539$12.2K0.01%13F-HR/ATimeline
HOEY INVESTMENTS, INC530$12K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC492$11.2K0.01%+32813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS486$11K<0.01%+32413F-HRTimeline
Avion Wealth503$11K<0.01%+33613F-HRTimeline
Costello Asset Management, INC480$10.9K0.01%+32013F-HRTimeline
GPS Wealth Strategies Group, LLC450$10.2K<0.01%+30013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$9.53K<0.01%+28013F-HRTimeline
PINNEY & SCOFIELD, INC.384$8.71K0.01%13F-HRTimeline
Financial Freedom, LLC383$8.69K<0.01%+25613F-HRTimeline
Painted Porch Advisors LLC372$8.44K<0.01%+13813F-HRTimeline
Gen-Wealth Partners Inc368$8.35K<0.01%+3913F-HRTimeline
Prudent Man Investment Management, Inc.354$8.04K<0.01%13F-HRTimeline
Innovative Advisory Group, LLC342$7.76K0.01%13F-HRTimeline
Addison Advisors LLC276$6.27K<0.01%+18413F-HRTimeline
Transce3nd, LLC276$6.26K<0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc264$5.99K<0.01%+17613F-HRTimeline
Element Wealth, LLC252$5.71K<0.01%+16613F-HRTimeline
NewSquare Capital LLC216$4.9K<0.01%+16613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN202$4.58K<0.01%+13513F-HRTimeline
TD Waterhouse Canada Inc.198$4.49K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC181$4.11K0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO180$4.09K<0.01%+12013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …180$4.09K<0.01%+13913F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.180$4.09K<0.01%13F-HRTimeline
Rice Partnership, LLC164$3.72K<0.01%+10913F-HRTimeline
High Note Wealth, LLC156$3.54K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC141$3.2K<0.01%+13113F-HRTimeline
Hopwood Financial Services, Inc.132$3K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…128$2.91K<0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.126$2.87K<0.01%+8413F-HRTimelineGroup
Hexagon Capital Partners LLC120$2.72K<0.01%+8013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…84$1.91K<0.01%+7813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.84$1.91K<0.01%+5613F-HRTimeline
Bear Mountain Capital, Inc.80$1.89K<0.01%-20513F-HRTimeline
AllSquare Wealth Management LLC66$1.5K<0.01%+4413F-HRTimeline
Legend Financial Advisors, Inc.60$1.36K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.60$1.36K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC54$1.26K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…54$1.26K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC54$1.23K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.23$5420.05%-7,93813F-HRTimeline
RE Dickinson Investment Advisors, LLC1,715$3890.02%+1,14513F-HR/ATimeline
Bullock Wealth Management Group6$139<0.01%+413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6$136<0.01%new13F-HRTimelineGroup
Mainstream Capital Management LLC6$136<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2$38-1,870Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1$38<0.01%new13F-HRTimelineGroup
IFS Advisors, LLC1$38<0.01%+113F-HRTimeline
Clark Wealth Partners1$32<0.01%13F-HRTimeline