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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,168 managers (1,176 13F filers) reported a position in SCHB shares at 2025-03-31, 476,127,550 shares in all. 67 filers opened a position and 59 filers sold out during the quarter.

Managers
1,168
13F filers
1,176
New
67
Added
463
Reduced
430
Sold out
59
Shares held by filers
476,127,550

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Summit X, LLC9,930$214K0.04%-34813F-HRTimeline
Accelerate Investment Advisors LLC9,904$213K0.18%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,829$212K0.03%-1,24913F-HRTimeline
KilterHowling LLC9,642$210K0.14%+2913F-HRTimeline
Abound Wealth Management9,689$209K0.07%+5313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,643$208K0.02%+1513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,635$207K0.07%+3013F-HRTimeline
Sterling Financial Planning, Inc.9,613$207K0.08%+3013F-HRTimeline
Obermeyer Wealth Partners9,600$207K0.01%new13F-HRTimeline
Aspen Capital Management, LLC9,568$206K0.07%13F-HRTimeline
Riverwater Partners LLC9,558$206K0.11%+9713F-HRTimeline
Red Spruce Capital, LLC9,507$205K0.1%013F-HRTimeline
Trek Financial, LLC9,360$202K0.01%+23113F-HRTimeline
Wick Capital Partners, LLC9,354$201K0.06%-11413F-HRTimeline
ARS Wealth Advisors Group, LLC9,347$201K0.03%+2913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,336$201K0.01%+13813F-HRTimelineGroup
Johnson Bixby & Associates, LLC9,326$201K0.03%013F-HRTimeline
DB Fitzpatrick & Co, Inc9,163$197K0.19%+36313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9,110$196K0.03%-14113F-HRTimeline
Robinswood Financial LLC9,039$195K0.07%+213F-HRTimeline
SJS Investment Consulting Inc.9,010$194K0.03%013F-HRTimeline
Armor Investment Advisors, LLC8,772$189K0.08%-1,23313F-HRTimeline
Quantum Capital Management, LLC / NJ8,506$183K0.02%-14813F-HRTimeline
Continuum Advisory, LLC8,412$181K0.02%-51,20413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8,372$180K<0.01%-38813F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA8,250$178K0.04%013F-HRTimeline
BOKF, NAin group BOKF, NA7,368$159K<0.01%+2,57413F-HRTimelineGroup
Tidemark, LLC7,156$154K0.06%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,005$151K0.01%013F-HRTimelineGroup
Friedenthal Financial6,997$151K0.09%-66,77513F-HRTimeline
Pacific Center for Financial Services6,792$146K0.04%+9913F-HRTimeline
Biltmore Family Office, LLC6,750$145K0.02%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,180$133K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT6,075$131K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.6,000$129K0.06%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,942$128K0.03%+50413F-HRTimeline
HM PAYSON & CO5,822$125K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,664$122K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC5,601$121K0.02%013F-HRTimeline
Glassman Wealth Services5,579$120K0.02%013F-HRTimeline
Richardson Capital Management LLC5,499$118K0.07%+1713F-HRTimeline
Investors Research Corp5,310$114K0.02%-1,17613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,248$113K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.5,175$111K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,023$108K0.01%+2,31113F-HRTimelineGroup
Bangor Savings Bank5,017$108K0.01%013F-HRTimeline
CENTRAL TRUST Co4,990$107K<0.01%+2,26013F-HRTimeline
United Community Bankin group United Community Bank4,800$103K0.04%013F-HRTimelineGroup
McIlrath & Eck, LLC4,482$96.5K0.01%+25213F-HRTimeline
Sage Mountain Advisors LLC4,425$95.3K0.01%013F-HRTimeline
Princeton Global Asset Management LLC4,408$94.9K0.02%-4113F-HRTimeline
WHITTIER TRUST CO4,191$90.2K<0.01%-10,34713F-HRTimeline
Creekmur Asset Management LLC3,807$82K0.02%-6013F-HRTimeline
MONTAG A & ASSOCIATES INC3,787$81.5K<0.01%+1113F-HRTimeline
BFSG, LLC3,656$78.7K0.01%-1,99013F-HRTimeline
GHP Investment Advisors, Inc.3,465$74.6K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC3,286$70.7K0.01%+11513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,255$70.1K0.05%+213F-HRTimeline
Roxbury Financial LLC2,979$68.3K0.07%+1113F-HRTimeline
Pacifica Partners Inc.3,000$62.1K0.03%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,703$58.2K0.04%-77713F-HRTimeline
HOERTKORN RICHARD CHARLES2,700$58.1K0.03%013F-HRTimeline
HighMark Wealth Management LLC2,554$55K0.03%+813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,415$54.8K<0.01%013F-HRTimelineGroup
3Chopt Investment Partners, LLC2,454$52.8K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC2,425$52.2K0.07%new13F-HRTimeline
JNBA Financial Advisors2,409$51.9K0.01%+41713F-HRTimeline
EASTERN BANK2,400$51.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,390$51.5K0.01%-34913F-HRTimeline
Frazier Financial Advisors, LLC2,322$50K0.04%013F-HRTimeline
Brooklyn Investment Group2,283$49.1K0.01%new13F-HRTimeline
GODSEY & GIBB, INC2,103$45.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC2,059$44.3K0.01%013F-HRTimeline
First Horizon Advisors, Inc.2,045$44K<0.01%-28213F-HRTimeline
Manchester Capital Management LLC2,030$43.7K0.01%+413F-HRTimeline
Moser Wealth Advisors, LLC1,897$40.8K0.02%+24613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,775$38.2K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC1,773$38.2K0.03%+14013F-HRTimeline
SIMA Wealth Partners, LLC1,705$36.7K0.03%-8813F-HRTimeline
BIRCHBROOK, INC.1,665$35.8K0.02%013F-HRTimeline
American Capital Advisory, LLC1,621$34.9K0.02%-52113F-HRTimeline
Marquette Asset Management, LLC1,593$34.3K0.01%013F-HRTimeline
Western Pacific Wealth Management, LP1,570$33.8K0.03%+413F-HRTimeline
Capital Investment Advisory Services, L…1,557$33.5K<0.01%+3613F-HRTimeline
NWK Group, Inc.1,542$33.2K0.02%013F-HRTimeline
Hemington Wealth Management1,494$32K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,474$31.7K<0.01%new13F-HRTimeline
Nemes Rush Group LLC1,451$31.2K<0.01%+213F-HRTimeline
GAMMA Investing LLC1,446$31.1K<0.01%013F-HR/ATimeline
Curat Global, LLC1,429$30.8K0.04%13F-HRTimeline
Vermillion Wealth Management, Inc.1,400$30.1K0.01%+2413F-HRTimeline
Wealth Preservation Advisors, LLC1,380$29.7K0.02%13F-HRTimeline
Millstone Evans Group, LLC1,351$29.1K0.02%+3413F-HRTimeline
Global Financial Private Client, LLC1,332$28.7K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$27.1K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,253$27K0.01%+413F-HRTimeline
Beacon Capital Management, LLC1,220$26.3K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,200$25.8K<0.01%-66513F-HRTimeline
Private Wealth Asset Management, LLC1,200$25.8K<0.01%13F-HRTimeline
Wiser Advisor Group LLC1,179$25.4K0.04%+313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,164$25.1K0.01%+7213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,164$25.1K0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,161$25K0.01%013F-HRTimeline
Blume Capital Management, Inc.1,112$23.9K0.01%+113F-HRTimeline
Promus Capital, LLC1,104$23.8K0.02%013F-HR/ATimeline
STUDIO INVESTMENT MANAGEMENT LLC1,092$23.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,020$22K<0.01%013F-HRTimeline
Lindbrook Capital, LLC985$21.2K<0.01%013F-HRTimeline
Synergy Investment Management, LLC963$20.7K0.01%013F-HRTimeline
Olistico Wealth, LLC886$19.1K0.01%-113F-HRTimeline
TFC Financial Management, Inc.816$17.6K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC750$16.1K<0.01%013F-HRTimeline
Robbins Farley736$15.8K0.01%-113F-HRTimeline
Financial Perspectives, Inc716$15.4K0.01%+213F-HRTimeline
Evolution Advisers, Inc.657$14K0.01%-4,17113F-HRTimeline
Key Financial Inc633$13.6K<0.01%013F-HRTimeline
Integrity Financial Corp /WA627$13.5K0.01%013F-HRTimeline
Aventura Private Wealth, LLC570$12.3K0.01%new13F-HRTimeline
WASHINGTON TRUST Co564$12.1K<0.01%013F-HRTimeline
Addison Advisors LLC564$12.1K<0.01%+28813F-HRTimeline
Bernard Wealth Management Corp.539$11.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC530$11.4K<0.01%013F-HRTimeline
Avion Wealth503$11K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.500$10.8K<0.01%-9813F-HRTimeline
Global Wealth Strategies & Associates500$10.8K<0.01%-56513F-HRTimeline
WOLFF WIESE MAGANA LLC492$10.6K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS486$10.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC450$9.69K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$9.04K<0.01%013F-HRTimeline
MTM Investment Management, LLC402$8.69K<0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.385$8.29K0.01%+113F-HRTimeline
Financial Freedom, LLC384$8.27K<0.01%+113F-HRTimeline
Prudent Man Investment Management, Inc.354$8.04K<0.01%013F-HRTimeline
Painted Porch Advisors LLC372$8.01K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC346$7.44K<0.01%+22613F-HRTimeline
Innovative Advisory Group, LLC342$7.36K0.01%013F-HRTimeline
Tower View Wealth Management LLC310$6.67K<0.01%new13F-HRTimeline
Transce3nd, LLC276$5.94K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc264$5.71K<0.01%013F-HRTimeline
Headlands Technologies LLC246$5.3K<0.01%new13F-HRTimeline
NewSquare Capital LLC216$4.65K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC207$4.46K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN202$4.36K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.198$4.28K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC187$4.03K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO180$3.88K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …180$3.88K<0.01%13F-HRTimelineGroup
Gen-Wealth Partners Inc157$3.38K<0.01%-21113F-HRTimeline
High Note Wealth, LLC156$3.36K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.132$2.84K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…128$2.76K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.126$2.72K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…116$2.5K<0.01%+3213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.84$1.81K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC66$1.42K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.60$1.29K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC54$1.16K<0.01%013F-HR/ATimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…54$1.16K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…37$781<0.01%13F-HRTimeline
Sound Income Strategies, LLC30$646<0.01%-11113F-HRTimeline
REDMONT WEALTH ADVISORS LLC20$425<0.01%new13F-HRTimeline
Hughes Financial Services, LLC15$324<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC9$194<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors2$36<0.01%013F-HRTimelineGroup
IFS Advisors, LLC1$36<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,57613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$12.9K-56613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.