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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,308 managers (1,318 13F filers) reported a position in SCHB shares at 2025-12-31, 478,367,946 shares in all. 72 filers opened a position and 37 filers sold out during the quarter.

Managers
1,308
13F filers
1,318
New
72
Added
485
Reduced
472
Sold out
37
Shares held by filers
478,367,946

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
JNBA Financial Advisors2,216$58.1K0.01%-19313F-HRTimeline
Wilmington Savings Fund Society, FSB2,160$56.7K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,110$55.4K0.03%+2,06713F-HRTimelineGroup
BFSG, LLC2,103$55.2K0.01%-17213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,001$52.5K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,964$52K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Pacific Financial1,980$51.9K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,956$51.3K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.1,941$50.9K0.04%13F-HRTimeline
HM PAYSON & CO1,881$49.3K<0.01%013F-HRTimeline
Aberdeen Wealth Management LLC1,786$46.9K0.02%+913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,775$46.6K<0.01%013F-HRTimeline
Arbor Wealth Management LLC\AZ1,711$44.9K0.03%13F-HRTimeline
Capital Investment Advisory Services, L…1,681$44.1K<0.01%+24913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,673$43.9K<0.01%+313F-HRTimeline
EASTERN BANK1,622$42.5K<0.01%013F-HRTimeline
American Capital Advisory, LLC1,621$42.5K0.02%013F-HRTimeline
Western Pacific Wealth Management, LP1,584$41.6K0.04%+413F-HRTimeline
NWK Group, Inc.1,542$40.4K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,474$38.7K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,459$38.3K<0.01%+313F-HRTimeline
Basepoint Wealth LLC1,449$38K0.02%new13F-HRTimeline
GAMMA Investing LLC1,446$37.9K<0.01%013F-HRTimeline
Curat Global, LLC1,442$37.8K0.04%+513F-HRTimeline
Marquette Asset Management, LLC1,400$36.7K0.01%013F-HRTimeline
BIRCHBROOK, INC.1,400$36.7K0.02%013F-HRTimeline
LRI Investments, LLC1,336$35K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,305$34.2K0.02%-5313F-HRTimeline
BAYBAN1,272$33.4K0.03%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,264$33.2K0.01%+313F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$33K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,258$33K0.01%-14913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,220$32K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1,194$31.3K<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,130$29.6K0.01%-3113F-HRTimeline
Blume Capital Management, Inc.1,114$29.2K0.01%+113F-HRTimeline
Birchwood Financial Partners, Inc.1,070$28.1K0.03%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,046$27.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,006$26.4K0.01%+4013F-HRTimeline
PITTENGER & ANDERSON INC912$23.9K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC786$20.6K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.782$20.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC750$19.7K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding749$19.6K-4,094Timeline
Financial Perspectives, Inc723$19K0.01%+313F-HRTimeline
Inlight Wealth Management, LLC675$17.7K0.01%new13F-HRTimeline
Evolution Advisers, Inc.657$17K0.01%013F-HRTimeline
Manchester Capital Management LLC600$15.7K<0.01%013F-HRTimeline
Garner Asset Management Corp600$15.7K0.01%new13F-HRTimeline
MOTCO592$15.5K<0.01%013F-HRTimeline
Kilter Group LLC582$15.3K0.01%-1513F-HRTimeline
CURIO WEALTH, LLC567$15.1K0.01%013F-HRTimeline
Aventura Private Wealth, LLC570$15K0.01%013F-HRTimeline
Addison Advisors LLC564$14.8K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…549$14.4K<0.01%+213F-HRTimeline
Integrity Financial Corp /WA538$14.1K0.01%-24213F-HRTimeline
Raleigh Capital Management Inc.500$13.1K<0.01%013F-HRTimeline
Avion Wealth509$13K<0.01%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC488$12.8K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC467$12.2K0.01%-67813F-HRTimeline
Gunpowder Capital Management, LLC dba O…453$11.9K0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…444$11.7K<0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$11K<0.01%013F-HRTimeline
MTM Investment Management, LLC402$10.5K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.401$10.5K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.389$10.2K0.01%+213F-HRTimeline
Financial Freedom, LLC387$10.2K0.01%+113F-HRTimeline
Quaker Wealth Management, LLC384$10.1K<0.01%new13F-HRTimeline
United Financial Planning Group LLC379$9.95K0.01%+113F-HRTimeline
Planning Project LLC366$9.6K<0.01%13F-HRTimeline
Prudent Man Investment Management, Inc.356$9.34K<0.01%+213F-HRTimeline
Innovative Advisory Group, LLC342$8.97K0.01%013F-HRTimeline
Key Capital Management, INC339$8.89K0.01%13F-HRTimeline
Tower View Wealth Management LLC312$8.2K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP303$7.95K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…288$7.55K<0.01%+15913F-HRTimeline
Bernard Wealth Management Corp.239$6.26K<0.01%013F-HRTimeline
Atomic Invest LLC233$6.15K<0.01%13F-HRTimeline
Gen-Wealth Partners Inc233$6.12K<0.01%+213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN204$5.36K<0.01%013F-HRTimeline
Monetary Solutions, Ltd198$5.19K0.01%13F-HRTimeline
Global Wealth Strategies & Associates181$4.75K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO180$4.72K<0.01%013F-HRTimelineGroup
Hamrick Investment Counsel, llc167$4.37K<0.01%13F-HRTimeline
High Note Wealth, LLC156$4.09K<0.01%013F-HRTimeline
Winch Advisory Services, LLC147$4.04K<0.01%+6313F-HRTimeline
Clayton Financial Group LLC130$3.42K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…128$3.36K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26$3.32K<0.01%013F-HRTimelineGroup
Walsh & Associates, LLC84$2.2K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.83$2.18K<0.01%-2513F-HRTimeline
North Ridge Wealth Advisors, Inc.60$1.57K<0.01%013F-HRTimeline
Networth Advisors, LLC45$1.18K<0.01%13F-HRTimeline
Rossmore Private Capital42$1.1K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…37$951<0.01%013F-HR/ATimeline
BLUELINE ADVISORS LLC35$907<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22$577<0.01%new13F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC19$496<0.01%-113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC18$472<0.01%-1613F-HRTimeline
Hughes Financial Services, LLC17$446<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC10$263<0.01%13F-HRTimeline
EQ WEALTH ADVISORS, LLC9$236<0.01%new13F-HRTimeline
Truvestments Capital LLC8$210<0.01%new13F-HRTimeline
Triumph Capital Management7$184<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3$79<0.01%-11813F-HRTimelineGroup
Longview Financial Advisors LLC3$79<0.01%013F-HRTimeline
IFS Advisors, LLC1$45<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.16$00%13F-HRTimelineValue filed as zero, left out of ratios.