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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,382 managers (1,396 13F filers) reported a position in SCHB shares at 2026-06-30, 536,423,629 shares in all. 119 filers opened a position and 43 filers sold out during the quarter.

Managers
1,382
13F filers
1,396
New
119
Added
539
Reduced
488
Sold out
43
Shares held by filers
536,423,629

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Gibraltar Capital Management, Inc.7,218$209K0.03%-1,44313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,200$209K<0.01%new13F-HRTimelineGroup
Maltin Wealth Management, Inc.7,178$208K0.07%new13F-HRTimeline
Synergy Financial Group, LTD7,168$208K0.15%new13F-HRTimeline
Noble Wealth Partners LLC7,159$207K0.18%13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,151$207K0.02%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC7,104$206K0.09%new13F-HRTimeline
Pacific Center for Financial Services7,075$205K0.05%+1613F-HRTimeline
Parrish Capital LLC7,041$204K0.2%new13F-HRTimeline
Wealth Management Strategies, Inc.7,024$203K0.08%new13F-HRTimeline
Spectrum Financial Alliance Ltd LLC7,020$203K0.03%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.7,015$203K0.04%new13F-HRTimeline
Westover Capital Advisors, LLC7,000$203K0.03%new13F-HRTimeline
Carson Advisory Inc.7,000$203K0.09%new13F-HRTimeline
Targeted Financial Services LLC6,953$201K0.15%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,882$199K0.03%new13F-HRTimeline
Sage Mountain Advisors LLC6,868$199K0.01%013F-HRTimeline
Acropolis Investment Management, LLC6,690$194K0.01%-1,03413F-HR/ATimeline
Carolina Wealth Advisors, LLC6,491$188K0.07%-30613F-HRTimeline
Community Financial Services Group, LLC6,410$185K0.03%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS6,228$180K0.03%+3,11413F-HRTimeline
Qube Research & Technologies Ltd6,081$176K<0.01%-1,84313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,075$176K0.01%013F-HRTimeline
Piscataqua Savings Bank6,036$175K0.12%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.6,000$174K0.08%013F-HRTimeline
Ares Financial Consulting, LLC155,953$172K0.12%+213F-HRTimeline
Richardson Capital Management LLC5,731$166K0.07%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,379$156K<0.01%+80713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Point Nemo Capital, LLC5,343$155K0.08%new13F-HRTimeline
Providence Capital Advisors, LLC5,339$155K0.02%013F-HRTimeline
MASECO LLP5,325$154K<0.01%new13F-HRTimeline
CENTRAL TRUST Co5,228$151K<0.01%+1,54313F-HRTimeline
Key Financial Inc5,087$147K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,974$144K0.02%013F-HRTimeline
PFC CAPITAL GROUP, INC.4,989$144K0.06%+1313F-HRTimeline
First Command Advisory Services, Inc.4,898$142K<0.01%-2,84213F-HRTimeline
Bangor Savings Bank4,868$141K0.01%-10513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,808$139K0.01%+1313F-HRTimeline
Princeton Global Asset Management LLC4,719$137K0.02%-1,54513F-HRTimeline
Quent Capital, LLC4,695$136K0.01%013F-HRTimeline
Continuum Advisory, LLC4,386$127K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC4,173$121K0.09%+64713F-HRTimeline
Elevated Capital Advisors, LLC4,170$121K0.03%013F-HRTimeline
Acumen Wealth Advisors, LLC4,087$118K0.03%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,082$118K0.01%-1,58213F-HRTimeline
Blume Capital Management, Inc.4,055$117K0.02%+2,94013F-HRTimeline
Leo H. Evart, Inc.4,044$117K0.09%+1113F-HRTimeline
AMERIFLEX GROUP, INC.4,037$117K0.05%+6213F-HRTimeline
Investors Research Corp4,018$116K0.02%-67513F-HRTimeline
Pacifica Partners Inc.3,896$112K0.03%-10013F-HRTimeline
GAMMA Investing LLC3,868$112K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,553$103K<0.01%-96313F-HRTimeline
GILL CAPITAL PARTNERS, LLC3,288$95.2K0.03%-1013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,274$94.7K0.01%-15213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,225$93.4K0.06%+213F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,080$89.2K0.02%+313F-HRTimeline
Roxbury Financial LLC3,022$87.5K0.07%+613F-HRTimeline
GHP Investment Advisors, Inc.2,891$83.7K<0.01%013F-HRTimeline
GODSEY & GIBB, INC2,889$83.7K0.01%-613F-HRTimeline
Frazier Financial Advisors, LLC2,864$82.9K0.04%+113F-HRTimeline
HM PAYSON & CO2,841$82.3K<0.01%-67913F-HRTimeline
Glen Eagle Advisors, LLC2,747$79.6K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,703$78.3K0.04%013F-HRTimeline
GW&K Investment Management, LLC2,681$78K<0.01%013F-HRTimeline
HighMark Wealth Management LLC2,591$75K0.03%+713F-HRTimeline
VIMA LLC2,575$74.6K0.07%13F-HRTimeline
HOERTKORN RICHARD CHARLES2,480$71.8K0.05%013F-HRTimeline
WealthShield Partners, LLC2,469$71.5K0.01%-6,87013F-HRTimeline
Financial Network Wealth Advisors LLC2,461$71.3K0.07%+713F-HRTimeline
Financially Speaking Inc2,764$69.4K0.34%-3013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,325$67.3K0.02%-29613F-HRTimeline
NWK Group, Inc.2,254$65.3K0.02%+35713F-HRTimeline
Dunhill Financial, LLC2,240$64.9K0.01%+1,94313F-HRTimeline
JNBA Financial Advisors2,216$64.2K<0.01%013F-HRTimeline
EASTERN BANK2,184$63.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,167$62.8K<0.01%+6413F-HRTimeline
Wilmington Savings Fund Society, FSB2,160$62.6K<0.01%013F-HRTimeline
BFSG, LLC2,113$61.2K0.01%+513F-HRTimeline
Byrne Asset Management LLC2,020$58.5K0.03%new13F-HRTimeline
Daytona Street Capital LLC2,000$58.4K0.04%013F-HRTimeline
Cordgrass Capital Advisors, LLC2,000$57.9K0.02%-50313F-HRTimeline
First Pacific Financial1,991$57.7K0.01%+513F-HRTimeline
Godfrey Financial Associates, Inc.1,935$56K0.04%-613F-HRTimeline
GGM Financial LLC1,918$55.5K0.02%new13F-HRTimeline
Lodestone Wealth Management LLC1,884$54.6K0.02%+43713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,775$51.4K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc1,717$49.7K0.01%-1013F-HRTimeline
Western Pacific Wealth Management, LP1,593$46.1K0.04%+413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,474$42.7K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,463$42.4K<0.01%+213F-HRTimeline
Curat Global, LLC1,450$42K0.03%+413F-HRTimeline
Basepoint Wealth LLC1,449$42K0.02%013F-HRTimeline
American Capital Advisory, LLC1,428$41.4K0.02%013F-HRTimeline
Integrity Financial Corp /WA1,427$41.3K0.02%+22913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,394$40.4K<0.01%+1,27113F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,280$38K<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.1,283$37.2K0.01%+1813F-HRTimeline
BAYBAN1,272$36.8K0.03%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,271$36.8K0.01%+313F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$36.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,220$35.3K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC1,198$34.7K0.01%+313F-HRTimeline
Keating Financial Advisory Services, In…1,194$34.6K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC1,176$34.1K0.02%-64513F-HRTimeline
TLW Wealth Management, LLC1,166$33.8K0.02%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,130$32.7K0.01%13F-HRTimeline
Financial Life Planners1,070$31K0.02%+313F-HRTimeline
Markowski Investments1,065$30.8K0.01%13F-HRTimeline
Millstone Evans Group, LLC992$28.7K0.02%+313F-HRTimeline
Glass Jacobson Investment Advisors llc988$28.6K0.01%+8113F-HRTimeline
Synergy Investment Management, LLC963$27.9K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…938$27.2K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.919$26.6K0.02%+51813F-HRTimeline
ROTHSCHILD INVESTMENT LLC914$26.5K<0.01%-13213F-HRTimeline
TD Waterhouse Canada Inc.900$26K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC876$25.4K<0.01%-19,67513F-HRTimeline
Oakmont Advisory Group, LLC874$25.3K0.02%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC870$25.2K0.01%new13F-HRTimeline
BIRCHBROOK, INC.809$23.4K0.01%-6213F-HRTimeline
Activest Wealth Management807$23.4K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.782$22.6K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC750$21.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc727$21K0.01%+213F-HRTimeline
Investment Research & Advisory Group, I…664$19.2K0.01%+213F-HRTimeline
Evolution Advisers, Inc.657$19K0.01%013F-HRTimeline
Manchester Capital Management LLC600$17.4K<0.01%013F-HRTimeline
Kilter Group LLC582$16.9K0.01%013F-HRTimeline
Aventura Private Wealth, LLC570$16.5K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.552$16K<0.01%-17,26613F-HRTimeline
IFG Advisory, LLC545$15.8K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…522$15.1K<0.01%+7713F-HRTimeline
Raleigh Capital Management Inc.500$14.5K<0.01%013F-HRTimeline
Regatta Research & Money Management500$14.5K0.01%13F-HRTimeline
Avion Wealth509$14K<0.01%013F-HRTimeline
Wiser Advisor Group LLC469$13.6K0.01%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…453$13.1K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC428$12.4K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.470$12.3K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$12.2K0.01%013F-HRTimeline
PlanVest Financial, Inc414$12K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.408$11.8K<0.01%+15013F-HRTimeline
MTM Investment Management, LLC402$11.6K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.391$11.3K0.01%+113F-HRTimeline
United Financial Planning Group LLC378$11K0.01%-55313F-HRTimeline
PITTENGER & ANDERSON INC372$10.8K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…316$9.15K<0.01%+1813F-HRTimeline
Tower View Wealth Management LLC314$9.1K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP303$8.78K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC291$8.45K<0.01%+28513F-HRTimeline
Bernard Wealth Management Corp.239$6.91K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC236$6.83K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN205$5.95K<0.01%013F-HRTimeline
Monetary Solutions, Ltd198$5.73K<0.01%013F-HRTimeline
Winch Advisory Services, LLC161$5.1K<0.01%+513F-HRTimeline
Hamrick Investment Counsel, llc168$4.86K<0.01%+113F-HRTimeline
Atomic Invest LLC167$4.79K<0.01%-6613F-HRTimeline
High Note Wealth, LLC156$4.52K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.149$4.33K<0.01%+1013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC141$4.09K<0.01%+13113F-HRTimeline
Comprehensive Financial Planning, Inc./…128$3.71K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.127$3.67K<0.01%+113F-HRTimelineGroup
Walsh & Associates, LLC84$2.43K<0.01%013F-HRTimeline
Robbins Farley64$1.85K<0.01%+1113F-HRTimeline
N.E.W. Advisory Services LLC60$1.74K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC60$1.74K<0.01%new13F-HRTimeline
Networth Advisors, LLC45$1.31K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC44$1.27K<0.01%+4013F-HRTimeline
Rossmore Private Capital42$1.22K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…37$1.05K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC35$1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC49$1K<0.01%-7,50513F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …33$956<0.01%13F-HRTimelineGroup
Sunrise Financial Services, LLC30$869<0.01%-17413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …25$724<0.01%new13F-HRTimeline
Hughes Financial Services, LLC17$493<0.01%013F-HRTimeline
Triumph Capital Management9$262<0.01%013F-HRTimeline
Truvestments Capital LLC8$232<0.01%013F-HRTimeline
Center for Financial Planning, Inc.6$174<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…5$144<0.01%013F-HRTimeline
Highland Investment Advisors LLC4$117<0.01%13F-HRTimeline
Burk Holdings LLC1$24<0.01%-113F-HRTimeline
IFS Advisors, LLC0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.