Skip to content
Disclosery

SCHB SCHWAB STRATEGIC TR

Follow

SHS (fund)

1,307 managers (1,317 13F filers) reported a position in SCHB shares at 2025-12-31, 478,349,293 shares in all. 72 filers opened a position and 37 filers sold out during the quarter.

Managers
1,307
13F filers
1,317
New
72
Added
485
Reduced
472
Sold out
37
Shares held by filers
478,349,293

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arista Wealth Management, LLC11,454$300K0.04%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP11,434$300K0.04%-1,09113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,411$299K0.02%+10213F-HRTimeline
Fragasso Financial Advisors Inc11,383$299K0.02%+713F-HRTimeline
Wealthquest Corp11,360$298K0.02%+78213F-HRTimeline
Warwick Investment Management, Inc.11,360$298K0.05%+67013F-HRTimeline
Paulson Wealth Management Inc.11,357$298K0.07%013F-HRTimeline
Snowden Capital Advisors LLC11,355$298K0.01%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,353$298K0.01%-44013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,276$296K0.05%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC11,209$294K<0.01%+2,51413F-HRTimelineGroup
Prairiewood Capital, LLC11,199$294K0.09%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…11,158$293K0.25%+613F-HRTimeline
Guardian Financial Partners, LLC11,061$290K0.12%-11813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.11,001$289K0.06%+11413F-HRTimeline
United Community Bankin group United Community Bank10,992$288K0.11%+1,17613F-HRTimelineGroup
Goldstein Advisors, LLC10,964$288K0.03%-56213F-HRTimeline
Pflug Koory, LLC10,944$287K0.13%+713F-HRTimeline
Cypress Wealth Services, LLC10,939$287K0.04%-27413F-HRTimeline
PATTEN & PATTEN INC/TN10,855$285K0.02%-1,53013F-HRTimeline
CWA Asset Management Group, LLC10,783$283K0.01%new13F-HRTimeline
Team Hewins, LLC10,764$282K0.09%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA10,751$282K0.02%-5,50913F-HRTimeline
Rossby Financial, LCC10,737$282K0.09%013F-HRTimeline
Vigilare Wealth Management10,716$281K0.09%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,690$280K0.01%new13F-HRTimelineGroup
Richard Young Associates, Ltd.10,660$280K0.22%13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…10,591$278K0.09%+45013F-HRTimelineGroup
Glenview Trust Co10,572$277K<0.01%new13F-HRTimeline
Orion Capital Management LLC10,531$276K0.09%013F-HRTimeline
KWMG, LLC10,518$276K0.02%+1,74613F-HRTimeline
Certified Advisory Corp10,502$275K0.03%+713F-HRTimeline
Councilmark Asset Management, LLC10,500$275K0.15%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…10,488$275K0.02%-73213F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC10,453$274K0.02%+55613F-HRTimeline
Napier Financial, LLC10,428$274K0.07%13F-HRTimeline
ATLas Financial Planning LLC10,413$273K0.27%13F-HRTimeline
Quadrant Private Wealth Management, LLC10,382$272K0.04%013F-HRTimeline
Patten Group, Inc.10,377$272K0.05%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,376$272K0.02%new13F-HRTimeline
Austin Wealth Management, LLC10,165$271K0.04%-913F-HRTimeline
Auxano Advisors, LLC10,266$269K0.05%013F-HRTimeline
Ruggaard & Associates LLC10,262$269K0.11%013F-HRTimeline
Vestmark Advisory Solutions, Inc.10,242$269K<0.01%-32,87213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC10,242$269K0.01%-32,87213F-HRTimeline
Telos Capital Management, Inc.10,234$268K0.03%new13F-HRTimeline
Florida Trust Wealth Management Co10,230$268K0.01%013F-HRTimeline
Quantum Financial Planning Services, In…10,229$268K0.1%+3213F-HRTimeline
Ifrah Financial Services, Inc.10,224$268K0.07%-50313F-HRTimeline
Nordwand Advisors, LLC10,200$268K0.05%013F-HRTimeline
MJP ASSOCIATES INC /ADV10,193$267K0.03%+713F-HRTimeline
HC Advisors, LLC10,188$267K0.18%013F-HRTimeline
Trek Financial, LLC10,156$266K0.02%+17213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,083$264K<0.01%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.10,039$263K0.19%+3213F-HRTimeline
Tandem Wealth Advisors LLC10,021$263K0.12%new13F-HRTimeline
Strategic Equity Management10,002$262K0.09%-2,09013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.9,951$261K0.02%-21713F-HRTimelineGroup
Alley Investment Management Company, LLC9,936$261K0.03%013F-HRTimeline
UMB Bank, n.a.9,900$260K<0.01%-3,80013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Financial Concepts, LLC9,889$259K0.24%-274,89213F-HRTimeline
Occidental Asset Management, LLC9,880$259K0.03%+40013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,870$259K0.14%013F-HRTimeline
Pachira Investments Inc.9,842$258K0.13%-4,82813F-HRTimeline
DB Fitzpatrick & Co, Inc9,820$258K0.23%+23513F-HRTimeline
ARS Wealth Advisors Group, LLC9,809$257K0.02%+3013F-HRTimeline
Quadcap Wealth Management, LLC9,741$256K0.03%013F-HRTimeline
KilterHowling LLC9,730$255K0.13%+3113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,706$255K0.01%+36313F-HRTimelineGroup
Sterling Financial Planning, Inc.9,699$254K0.08%+3013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,680$254K<0.01%+1,00613F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,635$253K0.07%013F-HRTimeline
Obermeyer Wealth Partners9,600$252K0.01%013F-HRTimeline
WealthShield Partners, LLC9,568$251K0.03%-65413F-HRTimeline
Red Spruce Capital, LLC9,507$249K0.1%013F-HRTimeline
Riverwater Partners LLC9,461$248K0.1%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO9,422$247K<0.01%-85213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,396$246K<0.01%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC9,375$246K0.01%013F-HRTimeline
Glaxis Capital Management, LLC9,371$246K0.42%+2913F-HRTimeline
BridgePort Financial Solutions, LLC9,361$246K0.07%+13613F-HRTimeline
Wick Capital Partners, LLC9,354$245K0.04%013F-HR/ATimeline
Johnson Bixby & Associates, LLC9,326$245K0.03%013F-HRTimeline
Secure Asset Management, LLC9,296$244K0.04%-51313F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,275$243K0.28%013F-HRTimeline
Howard Capital Management, LLC9,231$242K<0.01%new13F-HRTimeline
Jackson Wealth Management, LLC9,182$241K0.02%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,150$240K0.04%-113F-HRTimeline
Alpha Cubed Investments, LLC9,135$240K0.01%013F-HRTimeline
Round Rock Advisors LLC9,134$240K0.04%+1313F-HR/ATimeline
New England Private Wealth Advisors LLC9,035$237K0.03%+313F-HR/ATimeline
Sterling Investment Advisors, Ltd.9,005$236K0.04%013F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC9,000$236K0.05%013F-HRTimeline
Vawter Financial, Ltd.9,000$236K0.1%-12313F-HR/ATimeline
Robinswood Financial LLC8,968$235K0.08%+113F-HRTimeline
Aspen Grove Capital, LLC8,949$235K0.04%+813F-HRTimeline
Connecticut Wealth Management, LLC8,928$234K0.01%013F-HRTimeline
Aurora Investment Managers, LLC.8,906$234K0.13%013F-HRTimeline
Glassman Wealth Services8,910$234K0.03%013F-HRTimeline
Falcon Wealth Planning8,902$233K0.02%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC8,845$232K0.08%-2,37113F-HRTimeline
SVRN Asset Management, LLC8,844$232K0.19%13F-HRTimeline
Sherman Wealth Management LLC8,796$231K0.2%13F-HR/ATimeline
Armor Investment Advisors, LLC8,780$230K0.08%+613F-HRTimeline
SJS Investment Consulting Inc.8,760$230K0.03%013F-HRTimeline
Decker Wealth Management LLC8,700$228K0.05%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,696$228K0.01%+413F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,688$228K0.01%-1,54013F-HRTimeline
Gibraltar Capital Management, Inc.8,661$227K0.04%new13F-HRTimeline
NerdWallet Wealth Partners, LLC8,632$226K0.1%+8613F-HRTimeline
CWS Financial Advisors, LLC8,580$225K0.06%013F-HRTimeline
Cardinal Point Capital Management ULC8,481$222K0.01%-12413F-HRTimeline
Hubbell Strickland Wealth Management, L…8,455$222K0.09%-86513F-HRTimeline
Aspen Capital Management, LLC8,415$221K0.05%-1,27213F-HRTimeline
Strive Financial Group ,LLC8,383$220K0.12%13F-HR/ATimeline
Bucket List Wealth Management, LLC8,364$219K0.13%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,340$219K0.01%-50013F-HRTimeline
Sensible Money, LLC8,330$218K0.07%+713F-HRTimeline
Valtinson Bruner Financial Planning LLC8,296$218K0.06%+2613F-HRTimeline
Accelerate Investment Advisors LLC8,261$217K0.15%-47713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA8,250$216K0.04%013F-HRTimeline
Randolph Co Inc8,244$216K0.02%-56913F-HRTimeline
White Pine Investment CO8,221$216K0.05%-60013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC8,205$215K0.06%+1,80313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,188$215K<0.01%+18013F-HRTimeline
MONEYWISE, INC.8,175$214K0.09%-1813F-HRTimeline
Parkway Wealth Management Group, LLC8,172$214K0.03%13F-HRTimeline
FIDUCIARY ADVISORS, INC.8,159$214K0.16%+2613F-HRTimeline
Balboa Wealth Partners8,128$213K0.04%013F-HRTimeline
Brand Asset Management Group, Inc.8,121$213K0.06%-60813F-HRTimeline
Quantum Capital Management, LLC / NJ8,089$212K0.02%-8113F-HRTimeline
RMR Capital Management, LLC8,088$212K0.15%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,056$211K0.02%013F-HRTimeline
Cooke Wealth Management, LLC7,899$211K0.18%13F-HRTimeline
Pacific Point Advisors, LLC7,972$209K0.11%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,958$209K0.07%+2413F-HRTimeline
Mission Hills Financial Advisory, LLC7,913$208K0.11%+3813F-HRTimeline
Sherry Group, Inc.7,848$208K0.22%13F-HRTimeline
TCI Wealth Advisors, Inc.7,886$207K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,825$205K0.03%new13F-HRTimeline
Prasad Wealth Partners, LLC7,812$205K0.05%+1413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.7,800$205K0.08%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV7,746$203K0.06%-1,16013F-HRTimeline
First Command Advisory Services, Inc.7,740$203K<0.01%new13F-HRTimeline
Acropolis Investment Management, LLC7,724$203K0.01%new13F-HRTimeline
Ellenbecker Investment Group7,716$202K0.03%new13F-HRTimeline
Victrix Investment Advisors7,706$202K0.08%new13F-HRTimeline
Frankly Finances, LLC7,686$202K0.19%13F-HR/ATimeline
Houlihan Financial Resource Group, Ltd.7,551$201K0.08%new13F-HRTimeline
marrick wealth, LLC7,627$200K0.16%13F-HRTimeline
Biltmore Family Office, LLC7,521$197K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA7,368$193K<0.01%013F-HRTimelineGroup
Friedenthal Financial7,174$188K0.1%+3213F-HRTimeline
Tidemark, LLC7,162$188K0.05%+213F-HRTimeline
Princeton Global Asset Management LLC6,863$180K0.03%-16313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC6,859$180K0.02%-63213F-HRTimeline
Pacific Center for Financial Services6,931$178K0.05%013F-HRTimeline
Ares Financial Consulting, LLC155,951$171K0.16%13F-HRTimeline
Sage Mountain Advisors LLC6,274$165K0.01%+6713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,180$162K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT6,075$159K0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.6,000$157K0.07%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,000$157K<0.01%-4,66513F-HRTimelineGroup
Richardson Capital Management LLC5,714$150K0.08%-1813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,664$149K0.01%013F-HRTimeline
CENTRAL TRUST Co5,444$143K<0.01%+45413F-HRTimeline
PFC CAPITAL GROUP, INC.5,309$139K0.06%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,248$138K0.02%013F-HRTimeline
Providence Capital Advisors, LLC5,217$137K0.02%-64213F-HRTimeline
Investors Research Corp5,193$136K0.02%+1,04513F-HRTimeline
Wellington Grp LLC5,187$136K0.05%13F-HR/ATimeline
Key Financial Inc5,087$133K0.02%+4,45413F-HRTimeline
Bangor Savings Bank4,960$130K0.01%-513F-HRTimeline
Quent Capital, LLC4,839$127K0.01%+71413F-HRTimeline
McIlrath & Eck, LLC4,482$118K0.01%013F-HRTimeline
WHITTIER TRUST CO4,191$112K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC4,170$109K0.03%new13F-HRTimeline
Pacifica Partners Inc.3,996$105K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.3,975$104K0.05%-3,97513F-HRTimeline
MONTAG A & ASSOCIATES INC3,869$101K<0.01%+1113F-HRTimeline
Laurel Wealth Advisors LLC3,431$90K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC3,301$86.6K0.07%+15613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,222$84.5K0.06%+113F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,114$81.7K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,074$80.6K0.02%-6313F-HRTimeline
Roxbury Financial LLC3,010$79K0.07%+713F-HRTimeline
GODSEY & GIBB, INC2,895$75.9K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,891$75.8K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC2,759$72.4K0.04%+1,37913F-HRTimeline
Frazier Financial Advisors, LLC2,756$72.3K0.04%013F-HRTimeline
Glen Eagle Advisors, LLC2,747$72.1K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,703$70.9K0.05%013F-HRTimeline
GW&K Investment Management, LLC2,681$70K<0.01%013F-HRTimeline
HighMark Wealth Management LLC2,577$67.6K0.03%+813F-HRTimeline
HOERTKORN RICHARD CHARLES2,480$65K0.03%013F-HRTimeline
Beacon Financial Strategies CORP2,453$64.3K0.04%new13F-HRTimeline
Financial Network Wealth Advisors LLC2,447$64.2K0.07%+713F-HRTimeline
Bell Investment Advisors, Inc2,360$61.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,309$60.6K0.01%+713F-HRTimeline
JNBA Financial Advisors2,216$58.1K0.01%-19313F-HRTimeline