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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,213 13F filers) reported a position in SCHB shares at 2025-06-30, 536,334,884 shares in all. 86 filers opened a position and 46 filers sold out during the quarter.

Managers
1,205
13F filers
1,213
New
86
Added
497
Reduced
426
Sold out
46
Shares held by filers
536,334,884

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SIMON QUICK ADVISORS, LLC9,774$233K0.01%-25313F-HR/ATimeline
Wilmington Savings Fund Society, FSB9,751$232K<0.01%-21,97113F-HRTimeline
Aspen Capital Management, LLC9,671$230K0.06%+10313F-HRTimeline
KilterHowling LLC9,671$230K0.14%+2913F-HRTimeline
Sterling Financial Planning, Inc.9,641$230K0.08%+2813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,635$230K0.07%013F-HRTimeline
Obermeyer Wealth Partners9,600$229K0.01%013F-HRTimeline
Red Spruce Capital, LLC9,507$227K0.1%013F-HRTimeline
Riverwater Partners LLC9,461$225K0.11%-9713F-HRTimeline
Trek Financial, LLC9,405$224K0.02%+4513F-HRTimeline
DB Fitzpatrick & Co, Inc9,375$223K0.2%+21213F-HRTimeline
ARS Wealth Advisors Group, LLC9,374$223K0.03%+2713F-HRTimeline
Wick Capital Partners, LLC13,411$223K0.06%+4,05713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,333$222K0.01%-17,13813F-HRTimelineGroup
Johnson Bixby & Associates, LLC9,326$222K0.03%013F-HRTimeline
Glaxis Capital Management, LLC9,315$222K0.3%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…9,293$221K0.1%new13F-HRTimeline
Capital A Wealth Management, LLC3,968$221K2.47%+3,78113F-HRTimeline
B. Riley Wealth Advisors, Inc.9,256$221K0.01%-487,27813F-HRTimeline
BridgePort Financial Solutions, LLC9,225$220K0.07%new13F-HRTimeline
Baker Avenue Asset Management, LP9,219$220K0.01%new13F-HRTimeline
Jackson Wealth Management, LLC9,182$219K0.02%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC9,151$218K0.04%new13F-HRTimeline
Alpha Cubed Investments, LLC9,135$218K0.01%-1,05013F-HRTimeline
Cardinal Point Capital Management ULC217,616$218K0.02%new13F-HRTimeline
Victrix Investment Advisors9,119$217K0.1%new13F-HRTimeline
Round Rock Advisors LLC9,108$217K0.04%new13F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,080$216K0.25%new13F-HRTimeline
Robinswood Financial LLC9,048$216K0.08%+913F-HRTimeline
SJS Investment Consulting Inc.9,010$215K0.03%013F-HRTimeline
Empirical Asset Management, LLC9,007$215K0.07%new13F-HRTimeline
Sterling Investment Advisors, Ltd.9,005$215K0.05%new13F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC9,000$214K0.04%new13F-HRTimeline
White Pine Investment CO8,986$214K0.05%-1,52713F-HRTimeline
Brand Asset Management Group, Inc.8,976$214K0.08%new13F-HRTimeline
New England Private Wealth Advisors LLC8,717$213K0.03%new13F-HRTimeline
Aspen Grove Capital, LLC8,935$213K0.04%new13F-HRTimeline
Connecticut Wealth Management, LLC8,928$213K0.01%-3,16813F-HRTimeline
Aurora Investment Managers, LLC.8,910$212K0.13%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,840$211K0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC8,790$209K0.02%new13F-HRTimeline
Armor Investment Advisors, LLC8,774$209K0.08%+213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,753$209K0.07%new13F-HRTimeline
Accelerate Investment Advisors LLC8,646$206K0.15%-1,25813F-HRTimeline
Coordinated Financial Services, Inc.8,612$205K0.14%13F-HRTimeline
CWS Financial Advisors, LLC8,580$204K0.06%new13F-HRTimeline
Caliber Wealth Management, LLC / KS8,575$204K0.02%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC8,547$204K0.12%new13F-HRTimeline
Archvest Wealth Advisors, Inc.8,517$203K0.18%new13F-HRTimeline
FUTURE YOU WEALTH LLC8,516$203K0.11%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,479$202K0.03%-63113F-HRTimeline
Westshore Wealth, LLC8,457$202K0.08%new13F-HRTimeline
Red Mountain Financial, LLC8,454$201K0.22%new13F-HR/ATimeline
Quantum Capital Management, LLC / NJ8,285$197K0.02%-22113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA8,250$197K0.04%013F-HRTimeline
FIDUCIARY ADVISORS, INC.8,110$193K0.17%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.8,050$192K0.17%new13F-HRTimeline
BOKF, NAin group BOKF, NA7,368$176K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,357$175K<0.01%+4,94213F-HRTimelineGroup
Tidemark, LLC7,158$171K0.05%+213F-HRTimeline
Friedenthal Financial7,041$168K0.09%+4413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,005$167K0.01%013F-HRTimelineGroup
Pacific Center for Financial Services6,883$164K0.04%+9113F-HRTimeline
Biltmore Family Office, LLC6,750$161K0.03%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,180$147K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC6,127$146K0.01%+1,70213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,075$145K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.6,000$143K0.07%013F-HRTimeline
Providence Capital Advisors, LLC5,859$140K0.03%new13F-HRTimeline
HM PAYSON & CO5,822$139K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,664$135K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC5,601$133K0.02%013F-HRTimeline
Richardson Capital Management LLC5,515$131K0.07%+1613F-HRTimeline
Investors Research Corp5,310$127K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,248$125K0.03%013F-HRTimeline
Bangor Savings Bank5,016$120K0.01%-113F-HRTimeline
CENTRAL TRUST Co4,990$119K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank4,800$114K0.04%013F-HRTimelineGroup
GROUP ONE TRADING LLC4,699$112K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC4,645$111K0.02%+23713F-HRTimeline
McIlrath & Eck, LLC4,482$107K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,444$106K0.03%+3,28013F-HRTimeline
WHITTIER TRUST CO4,191$99.8K<0.01%013F-HRTimeline
Pacifica Partners Inc.3,996$94.7K0.04%+99613F-HRTimeline
MONTAG A & ASSOCIATES INC3,847$91.7K<0.01%+6013F-HRTimeline
Creekmur Asset Management LLC3,792$90.4K0.02%-1513F-HRTimeline
BFSG, LLC3,666$87.4K0.01%+1013F-HRTimeline
GHP Investment Advisors, Inc.3,465$82.6K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,258$77.6K0.05%+313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,125$77.4K0.03%new13F-HRTimeline
Roxbury Financial LLC2,997$71.4K0.07%+1813F-HRTimeline
GODSEY & GIBB, INC2,895$69K0.01%+79213F-HRTimeline
Frazier Financial Advisors, LLC2,756$65.7K0.05%+43413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,703$64.4K0.05%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,613$62.3K0.02%+22313F-HRTimeline
HighMark Wealth Management LLC2,562$61K0.03%+813F-HRTimeline
HOERTKORN RICHARD CHARLES2,480$59.1K0.03%-22013F-HRTimeline
SIMA Wealth Partners, LLC2,479$59.1K0.05%+77413F-HRTimeline
Financial Network Wealth Advisors LLC2,433$58K0.07%+813F-HRTimeline
JNBA Financial Advisors2,409$57.4K0.01%013F-HRTimeline
Addison Advisors LLC2,364$56.3K0.01%+1,80013F-HRTimeline
Golden State Wealth Management, LLC2,289$54.6K0.01%+2,23513F-HRTimeline
Brooklyn Investment Group2,290$54.5K0.01%+713F-HR/ATimeline
Bell Investment Advisors, Inc2,152$51.3K0.01%-22,28213F-HRTimeline
EASTERN BANK2,065$49.2K<0.01%-33513F-HRTimeline
First Horizon Advisors, Inc.2,051$48.9K<0.01%+613F-HRTimeline
Glen Eagle Advisors, LLC2,047$48.8K0.01%-1213F-HRTimeline
Moser Wealth Advisors, LLC1,900$45.3K0.02%+313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,775$42.3K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC1,775$42.3K0.03%+213F-HRTimeline
American Capital Advisory, LLC1,621$38.6K0.02%013F-HRTimeline
Marquette Asset Management, LLC1,593$38K0.01%013F-HRTimeline
Western Pacific Wealth Management, LP1,575$37.5K0.04%+513F-HRTimeline
NWK Group, Inc.1,542$36.7K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,474$35.1K<0.01%013F-HRTimeline
Hemington Wealth Management1,494$35K0.01%013F-HRTimeline
Nemes Rush Group LLC1,454$34.6K<0.01%+313F-HRTimeline
GAMMA Investing LLC1,446$34.5K<0.01%013F-HRTimeline
Curat Global, LLC1,433$34.2K0.03%+413F-HR/ATimeline
Capital Investment Advisory Services, L…1,430$34.1K<0.01%-12713F-HRTimeline
Vermillion Wealth Management, Inc.1,404$33.4K0.02%+413F-HRTimeline
BIRCHBROOK, INC.1,400$33.4K0.02%-26513F-HRTimeline
Wealth Preservation Advisors, LLC1,380$32.9K0.02%013F-HRTimeline
Millstone Evans Group, LLC1,354$32.3K0.02%+313F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$30K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,257$30K0.01%+413F-HRTimeline
Beacon Capital Management, LLC1,223$29.1K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,200$28.6K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,200$28.6K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,161$27.7K0.01%013F-HRTimeline
Blume Capital Management, Inc.1,113$26.5K0.01%+113F-HRTimeline
Promus Capital, LLC1,104$26.3K0.02%013F-HR/ATimeline
Christopher J. Hasenberg, Inc1,084$25.8K0.01%+82013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,046$24.9K<0.01%+2613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC963$22.9K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc950$22.6K0.01%-59,46313F-HRTimeline
Traub Capital Management LLC900$21.4K0.02%13F-HRTimeline
TFC Financial Management, Inc.816$19.4K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…783$18.7K<0.01%new13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC750$17.9K<0.01%013F-HRTimeline
Cooksen Wealth, LLC730$17.4K0.01%new13F-HRTimeline
Financial Perspectives, Inc718$17.1K0.01%+213F-HRTimeline
Robbins Farley691$16.5K0.01%-4513F-HRTimeline
Olistico Wealth, LLC665$15.8K0.01%-22113F-HRTimeline
LRI Investments, LLC661$15.8K<0.01%new13F-HRTimeline
Kilter Group LLC648$15.4K0.01%new13F-HRTimeline
Key Financial Inc633$15.1K<0.01%013F-HRTimeline
Evolution Advisers, Inc.657$15K0.01%013F-HRTimeline
Integrity Financial Corp /WA627$14.9K0.01%013F-HRTimeline
Manchester Capital Management LLC600$14.3K<0.01%-1,43013F-HRTimeline
Aventura Private Wealth, LLC570$13.6K0.01%013F-HRTimeline
CURIO WEALTH, LLC567$13.5K0.01%+56613F-HRTimeline
Bernard Wealth Management Corp.539$12.8K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC530$12.6K<0.01%013F-HRTimeline
Avion Wealth506$12K<0.01%+313F-HR/ATimeline
Raleigh Capital Management Inc.500$11.9K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC500$11.9K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC492$11.7K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS486$11.6K0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.465$11.1K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC452$10.8K<0.01%new13F-HR/ATimeline
GPS Wealth Strategies Group, LLC450$10.7K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…441$10.5K<0.01%-18,03813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$10K<0.01%013F-HRTimeline
MTM Investment Management, LLC402$9.58K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.386$9.2K0.01%+113F-HRTimeline
Financial Freedom, LLC385$9.18K<0.01%+113F-HRTimeline
Painted Porch Advisors LLC372$8.87K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC342$8.15K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.354$8.04K<0.01%013F-HRTimeline
Tower View Wealth Management LLC311$7.4K<0.01%+113F-HRTimeline
Transce3nd, LLC276$6.58K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.231$5.5K<0.01%new13F-HRTimeline
NewSquare Capital LLC216$5.15K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc204$4.85K<0.01%+4713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN203$4.84K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.198$4.71K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO180$4.29K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC156$3.72K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …151$3.6K<0.01%13F-HRTimelineGroup
Aventus Investment Advisors, Inc.142$3.32K<0.01%13F-HRTimeline
WestEnd Advisors, LLC138$3.29K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.132$3.15K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…129$3.08K<0.01%+1313F-HRTimeline
Comprehensive Financial Planning, Inc./…128$3.06K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.126$3.01K<0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC84$2.01K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.84$2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC66$1.57K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.60$1.43K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.60$1.43K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.48$1.14K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC43$1.02K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$1.02K<0.01%-1113F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…36$864<0.01%-113F-HR/ATimeline
Sound Income Strategies, LLC30$715<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC22$527<0.01%13F-HRTimeline
REDMONT WEALTH ADVISORS LLC20$472<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.19$453<0.01%new13F-HRTimeline
Hughes Financial Services, LLC17$415<0.01%+213F-HRTimeline