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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,313 managers (1,324 13F filers) reported a position in SCHB shares at 2026-03-31, 598,784,878 shares in all. 75 filers opened a position and 68 filers sold out during the quarter.

Managers
1,313
13F filers
1,324
New
75
Added
521
Reduced
488
Sold out
68
Shares held by filers
598,784,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KWMG, LLC11,351$285K0.02%+83313F-HRTimeline
Aurora Private Wealth, Inc.10,846$284K0.2%-2,97313F-HRTimeline
Virtue Capital Management, LLC11,633$284K0.04%+113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC11,276$283K0.04%013F-HRTimeline
Prairiewood Capital, LLC11,199$281K0.08%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,038$281K0.01%-39913F-HRTimeline
Cauble & Harre Wealth Management, Inc.9,852$280K0.22%-8,87813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.11,097$279K0.06%+9613F-HRTimeline
Bleakley Financial Group, LLC11,058$278K<0.01%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP11,055$277K0.04%-37913F-HRTimeline
Pflug Koory, LLC10,951$275K0.13%+713F-HRTimeline
FIRST MANHATTAN CO. LLC.10,856$272K<0.01%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,853$272K0.01%-50013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.9,870$272K0.14%013F-HRTimeline
Ifrah Financial Services, Inc.10,833$272K0.07%+60913F-HRTimeline
Rossby Financial, LCC10,737$272K0.06%013F-HRTimeline
Trek Financial, LLC10,804$271K0.01%+64813F-HRTimeline
BlackDiamond Wealth Management, LLC10,803$271K0.13%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA10,750$270K0.02%-113F-HRTimeline
Vigilare Wealth Management10,716$269K0.09%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,690$268K0.01%013F-HRTimelineGroup
Broadway Wealth Solutions, Inc.10,633$267K0.14%new13F-HRTimeline
VERITY Wealth Advisors10,620$267K0.18%-45,46813F-HRTimeline
Orion Capital Management LLC10,564$265K0.09%+3313F-HRTimeline
Councilmark Asset Management, LLC10,500$264K0.15%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,456$262K0.07%new13F-HRTimeline
Everest Financial Group LLC10,444$262K0.04%new13F-HRTimeline
Planning Center, Inc.10,431$262K0.03%-1,45313F-HRTimeline
ATLas Financial Planning LLC10,430$262K0.23%+1713F-HRTimeline
Napier Financial, LLC10,428$262K0.06%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,406$261K0.02%+3013F-HRTimeline
Quadrant Private Wealth Management, LLC10,354$260K0.04%-2813F-HRTimeline
Patten Group, Inc.10,346$260K0.05%-3113F-HRTimeline
PATTEN & PATTEN INC/TN10,305$259K0.02%-55013F-HRTimeline
Auxano Advisors, LLC10,266$258K0.05%013F-HRTimeline
Quantum Financial Planning Services, In…10,262$258K0.09%+3313F-HRTimeline
Telos Capital Management, Inc.10,234$257K0.02%013F-HRTimeline
Nordwand Advisors, LLC10,200$256K0.04%013F-HRTimeline
MJP ASSOCIATES INC /ADV10,199$256K0.03%+613F-HRTimeline
HC Advisors, LLC10,188$256K0.17%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…10,179$256K0.19%-97913F-HRTimeline
Wealthquest Corp10,171$255K0.02%-1,18913F-HR/ATimeline
Farringdon Capital, Ltd.10,169$255K0.06%new13F-HRTimeline
DB Fitzpatrick & Co, Inc10,167$255K0.22%+34713F-HRTimeline
Cypress Wealth Services, LLC10,094$253K0.04%-84513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,083$253K<0.01%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.10,067$253K0.17%+2813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,975$250K0.01%+26913F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC9,967$250K0.03%-6,05313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.9,942$250K0.02%-913F-HRTimelineGroup
UMB Bank, n.a.9,900$248K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ruggaard & Associates LLC9,887$248K0.1%-37513F-HRTimeline
Occidental Asset Management, LLC9,880$248K0.03%013F-HRTimeline
ARS Wealth Advisors Group, LLC9,838$247K0.02%+2913F-HRTimeline
Pachira Investments Inc.9,808$246K0.12%-3413F-HRTimeline
Sterling Financial Planning, Inc.9,727$244K0.07%+2813F-HRTimeline
Quadcap Wealth Management, LLC9,703$244K0.03%-3813F-HRTimeline
49 WEALTH MANAGEMENT, LLC9,672$243K0.02%-78113F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…9,660$242K0.02%-82813F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV9,635$242K0.06%013F-HRTimeline
Grey Fox Wealth Advisors, LLC9,620$241K0.05%new13F-HRTimeline
Obermeyer Wealth Partners9,600$241K0.01%013F-HRTimeline
Alley Investment Management Company, LLC9,566$240K0.03%-37013F-HRTimeline
Red Spruce Capital, LLC9,507$239K0.1%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,480$238K<0.01%-1,72913F-HRTimelineGroup
BetterWealth, LLC9,469$238K0.05%new13F-HRTimeline
Riverwater Partners LLC9,461$237K0.08%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,445$237K<0.01%-4,35513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO9,422$237K<0.01%013F-HRTimeline
Glaxis Capital Management, LLC9,371$235K0.29%013F-HRTimeline
Wick Capital Partners, LLC9,354$235K0.04%013F-HRTimeline
WealthShield Partners, LLC9,339$234K0.03%-22913F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC9,334$234K0.18%new13F-HRTimeline
Johnson Bixby & Associates, LLC9,326$234K0.03%013F-HRTimeline
WEDGEWOOD INVESTORS INC /PA/9,317$234K0.27%+4213F-HRTimeline
BridgePort Financial Solutions, LLC9,304$234K0.07%-5713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…9,253$232K<0.01%-42713F-HRTimelineGroup
Sterling Investment Advisors, Ltd.9,230$232K0.04%+22513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC9,183$231K0.08%+33813F-HRTimeline
Jackson Wealth Management, LLC9,182$230K0.02%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.9,150$230K0.04%013F-HRTimeline
Round Rock Advisors LLC9,147$230K0.04%+1313F-HRTimeline
LFG Wealth Partners, LLC9,087$228K0.14%new13F-HRTimeline
New England Private Wealth Advisors LLC9,039$227K0.03%+413F-HRTimeline
NerdWallet Wealth Partners, LLC9,017$226K0.1%+38513F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC9,000$226K0.05%013F-HRTimeline
Vawter Financial, Ltd.9,000$226K0.1%013F-HR/ATimeline
SIMON QUICK ADVISORS, LLC8,979$225K0.01%-39613F-HRTimeline
Aspen Grove Capital, LLC8,956$225K0.04%+713F-HRTimeline
Aspen Capital Management, LLC8,939$224K0.06%+52413F-HRTimeline
Connecticut Wealth Management, LLC8,928$224K0.01%013F-HRTimeline
Falcon Wealth Planning8,902$223K0.02%013F-HRTimeline
SVRN Asset Management, LLC8,844$222K0.21%013F-HRTimeline
Sherman Wealth Management LLC8,821$221K0.19%+2513F-HRTimeline
Randolph Co Inc8,813$221K0.02%+56913F-HRTimeline
Armor Investment Advisors, LLC8,786$221K0.08%+613F-HRTimeline
Richard Young Associates, Ltd.8,770$220K0.17%-1,89013F-HRTimeline
SJS Investment Consulting Inc.8,766$220K0.03%+613F-HRTimeline
Decker Wealth Management LLC8,700$218K0.05%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,688$218K0.01%013F-HRTimeline
Gibraltar Capital Management, Inc.8,661$217K0.04%013F-HRTimeline
Secure Asset Management, LLC8,645$217K0.03%-65113F-HRTimeline
Sensible Money, LLC8,636$217K0.07%+30613F-HRTimeline
CWS Financial Advisors, LLC8,580$215K0.06%013F-HRTimeline
Certified Advisory Corp8,559$215K0.02%-1,94313F-HRTimeline
Parkway Wealth Management Group, LLC8,172$215K0.03%013F-HRTimeline
Cardinal Point Capital Management ULC8,481$213K0.01%013F-HRTimeline
Hubbell Strickland Wealth Management, L…8,479$213K0.08%+2413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,462$212K0.06%+71613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,448$212K<0.01%+26013F-HRTimeline
Strive Financial Group ,LLC8,392$211K0.11%+913F-HRTimeline
Bucket List Wealth Management, LLC8,388$211K0.13%+2413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,340$209K0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,319$209K0.06%+2313F-HRTimeline
Sowell Financial Services LLC8,304$208K0.01%-11,15313F-HRTimeline
Accelerate Investment Advisors LLC8,271$208K0.14%+1013F-HRTimeline
NWF Advisory Services Inc.8,268$208K0.02%new13F-HRTimeline
Glenview Trust Co8,235$207K<0.01%-2,33713F-HRTimeline
Brand Asset Management Group, Inc.8,205$206K0.05%+8413F-HRTimeline
TOWER BRIDGE ADVISORS8,200$206K0.02%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.8,182$205K0.15%+2313F-HRTimeline
Elite Life Management LLC7,221$205K0.26%new13F-HRTimeline
Balboa Wealth Partners8,128$204K0.03%013F-HRTimeline
White Pine Investment CO8,131$204K0.05%-9013F-HRTimeline
Ted Buchan & Co8,127$204K0.07%new13F-HRTimeline
RMR Capital Management, LLC8,088$203K0.15%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP8,056$202K0.01%013F-HRTimeline
Robinswood Financial LLC8,052$202K0.06%-91613F-HR/ATimeline
Pacific Point Advisors, LLC7,972$200K0.11%013F-HRTimeline
Qube Research & Technologies Ltd7,924$199K<0.01%-18,99213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,849$197K0.04%-40113F-HRTimeline
Sherry Group, Inc.7,848$197K0.22%013F-HRTimeline
Friedenthal Financial7,790$196K0.1%+61613F-HRTimeline
First Command Advisory Services, Inc.7,740$194K<0.01%013F-HRTimeline
Acropolis Investment Management, LLC7,724$194K0.01%013F-HRTimeline
Frankly Finances, LLC7,686$193K0.17%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,554$190K<0.01%+1,55413F-HRTimelineGroup
Biltmore Family Office, LLC7,505$188K0.03%-1613F-HRTimeline
Quantum Capital Management, LLC / NJ7,417$186K0.02%-67213F-HRTimeline
BOKF, NAin group BOKF, NA7,368$185K<0.01%013F-HRTimelineGroup
Tidemark, LLC7,181$180K0.05%+1913F-HRTimeline
Pacific Center for Financial Services7,059$177K0.04%+12813F-HRTimeline
Sage Mountain Advisors LLC6,868$172K0.01%+59413F-HRTimeline
Carolina Wealth Advisors, LLC6,797$171K0.07%-8,21713F-HRTimeline
Ares Financial Consulting, LLC155,951$170K0.13%013F-HRTimeline
Community Financial Services Group, LLC6,410$162K0.03%new13F-HRTimeline
Princeton Global Asset Management LLC6,264$157K0.03%-59913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,075$152K0.01%013F-HRTimeline
Piscataqua Savings Bank6,036$151K0.11%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.6,000$151K0.07%013F-HRTimeline
Richardson Capital Management LLC5,731$144K0.07%+1713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,664$142K0.01%013F-HRTimeline
Glassman Wealth Services5,579$140K0.02%-3,33113F-HRTimeline
Providence Capital Advisors, LLC5,339$134K0.02%+12213F-HRTimeline
Wellington Grp LLC5,187$130K0.04%013F-HRTimeline
Scarborough Advisors, LLC5,128$129K0.01%new13F-HRTimeline
Key Financial Inc5,087$128K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,974$125K0.02%-27413F-HRTimeline
Bangor Savings Bank4,973$125K0.01%+1313F-HRTimeline
PFC CAPITAL GROUP, INC.4,976$124K0.05%-33313F-HRTimeline
MONTAG A & ASSOCIATES INC4,883$123K0.01%+1,01413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,795$120K0.01%-2,06413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,762$120K0.06%+2,65213F-HRTimelineGroup
Quent Capital, LLC4,695$118K0.01%-14413F-HRTimeline
Investors Research Corp4,693$118K0.02%-50013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,572$115K<0.01%+2,60813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ashton Thomas Private Wealth, LLC4,516$113K<0.01%new13F-HRTimeline
RETIREMITTEN FINANCIAL LLC4,380$110K0.05%13F-HRTimeline
WHITTIER TRUST CO4,191$107K<0.01%013F-HRTimeline
McIlrath & Eck, LLC4,230$106K0.01%-25213F-HRTimeline
Elevated Capital Advisors, LLC4,170$105K0.03%013F-HRTimeline
Leo H. Evart, Inc.4,033$101K0.09%13F-HR/ATimeline
Pacifica Partners Inc.3,996$100K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.3,975$99.8K0.05%013F-HRTimeline
GAMMA Investing LLC3,868$97.1K<0.01%+2,42213F-HRTimeline
CENTRAL TRUST Co3,685$92.5K<0.01%-1,75913F-HRTimeline
SIMA Wealth Partners, LLC3,526$88.5K0.07%+22513F-HRTimeline
HM PAYSON & CO3,520$88.3K<0.01%+1,63913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,426$86.7K0.01%+1,42513F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,298$82.8K0.02%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,223$80.9K0.05%+113F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,114$78.2K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,077$77.2K0.02%+313F-HRTimeline
Roxbury Financial LLC3,016$75.7K0.07%+613F-HRTimeline
GODSEY & GIBB, INC2,895$72.7K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,891$72.6K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC2,863$71.9K0.04%+10713F-HRTimeline
Financially Speaking Inc2,794$70.1K0.34%new13F-HRTimeline
Wealth Preservation Advisors, LLC2,763$69.3K0.06%+413F-HRTimeline
Glen Eagle Advisors, LLC2,747$69K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,703$67.8K0.04%013F-HRTimeline
GW&K Investment Management, LLC2,681$67K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,621$65.8K0.02%-5,58413F-HRTimeline
HighMark Wealth Management LLC2,584$64.9K0.03%+713F-HRTimeline
Cordgrass Capital Advisors, LLC2,503$62.8K0.01%new13F-HRTimeline
HOERTKORN RICHARD CHARLES2,480$62.2K0.05%013F-HRTimeline
Financial Network Wealth Advisors LLC2,454$61.6K0.06%+713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,310$58K0.01%new13F-HRTimeline
True Wealth Design, LLC2,244$56.3K0.02%new13F-HRTimeline
JNBA Financial Advisors2,216$55.6K<0.01%013F-HRTimeline