SCHB SCHWAB STRATEGIC TR
FollowSHS (fund)
1,205 managers (1,214 13F filers) reported a position in SCHB shares at 2025-09-30, 470,243,597 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.
- Managers
- 1,205
- 13F filers
- 1,214
- New
- 67
- Added
- 484
- Reduced
- 451
- Sold out
- 48
- Shares held by filers
- 470,243,597
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Family Legacy Financial Solutions, LLC | 22 | $571 | <0.01% | 0 | 13F-HRTimeline |
| REDMONT WEALTH ADVISORS LLC | 20 | $510 | <0.01% | 0 | 13F-HRTimeline |
| Hughes Financial Services, LLC | 17 | $446 | <0.01% | 0 | 13F-HRTimeline |
| Longview Financial Advisors LLC | 3 | $78 | <0.01% | new | 13F-HRTimeline |
| IFS Advisors, LLC | 1 | $44 | <0.01% | 0 | 13F-HRTimeline |