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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
EASTERN BANK2,184$54.8K<0.01%+56213F-HRTimeline
Wilmington Savings Fund Society, FSB2,160$54.2K<0.01%013F-HRTimeline
BFSG, LLC2,108$52.9K0.01%+513F-HRTimeline
Capital Investment Advisory Services, L…2,103$52.8K<0.01%+42213F-HRTimeline
Daytona Street Capital LLC2,000$50.8K0.04%new13F-HRTimeline
First Pacific Financial1,986$49.8K0.01%+613F-HRTimeline
Godfrey Financial Associates, Inc.1,941$48.7K0.04%013F-HRTimeline
NWK Group, Inc.1,897$47.6K0.02%+35513F-HRTimeline
Aberdeen Wealth Management LLC1,821$45.7K0.02%+3513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,775$44.6K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc1,727$43.4K0.01%-63313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,673$42K<0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,630$40.9K0.03%new13F-HRTimeline
Western Pacific Wealth Management, LP1,589$39.9K0.04%+513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,474$37K<0.01%013F-HRTimeline
Nemes Rush Group LLC1,461$36.7K<0.01%+213F-HRTimeline
Basepoint Wealth LLC1,449$36.4K0.02%013F-HRTimeline
Lodestone Wealth Management LLC1,447$36.3K0.01%+66113F-HR/ATimeline
Curat Global, LLC1,446$36.3K0.04%+413F-HRTimeline
American Capital Advisory, LLC1,428$35.8K0.01%-19313F-HRTimeline
Marquette Asset Management, LLC1,400$35.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,364$34.5K<0.01%new13F-HRTimeline
BAYBAN1,272$31.9K0.03%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,268$31.8K0.01%+413F-HRTimeline
Vermillion Wealth Management, Inc.1,265$31.7K0.01%+713F-HRTimeline
ALBION FINANCIAL GROUP /UT1,260$31.6K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,220$30.6K<0.01%013F-HRTimeline
Integrity Financial Corp /WA1,198$30.1K0.01%+66013F-HRTimeline
Owl Creek Wealth Partners LLC1,195$30K0.01%13F-HRTimeline
Keating Financial Advisory Services, In…1,194$30K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,115$28K<0.01%+113F-HRTimeline
True Link Financial Advisors, LLC1,072$26.9K<0.01%new13F-HR/ATimeline
Financial Life Planners1,067$26.8K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,046$26.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC989$24.8K0.01%-31613F-HRTimeline
Synergy Investment Management, LLC963$24.2K0.01%new13F-HRTimeline
United Financial Planning Group LLC931$23.4K0.01%+55213F-HRTimeline
Glass Jacobson Investment Advisors llc907$22.8K0.01%-9913F-HRTimeline
TD Waterhouse Canada Inc.900$22.8K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.871$21.9K0.01%-52913F-HRTimeline
Activest Wealth Management807$20.3K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.782$19.6K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…751$18.8K<0.01%+213F-HRTimelineGroup
Beaird Harris Wealth Management, LLC750$18.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc725$18.2K0.01%+213F-HRTimeline
LRI Investments, LLC668$16.8K<0.01%-66813F-HRTimeline
Investment Research & Advisory Group, I…662$16.6K0.01%+11313F-HRTimeline
Evolution Advisers, Inc.657$16K0.01%013F-HRTimeline
Manchester Capital Management LLC600$15.1K<0.01%013F-HRTimeline
Kilter Group LLC582$14.6K0.01%013F-HRTimeline
Aventura Private Wealth, LLC570$14.3K0.01%013F-HRTimeline
CURIO WEALTH, LLC567$14.2K<0.01%013F-HRTimeline
Addison Advisors LLC564$14.2K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.500$12.6K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.470$12.3K<0.01%+11413F-HRTimeline
Avion Wealth509$12K<0.01%013F-HRTimeline
Wiser Advisor Group LLC468$11.7K0.01%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…453$11.4K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…445$11.2K<0.01%+113F-HRTimeline
DUNCKER STREETT & CO INC428$10.7K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC420$10.5K0.01%013F-HRTimeline
PlanVest Financial, Inc414$10.4K0.01%13F-HRTimeline
MTM Investment Management, LLC402$10.1K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.401$10.1K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.390$9.78K0.01%+113F-HRTimeline
Financial Freedom, LLC388$9.75K<0.01%+113F-HRTimeline
Tower View Wealth Management LLC313$7.87K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP303$7.61K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…298$7.48K<0.01%+1013F-HRTimeline
Dunhill Financial, LLC297$7.45K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.258$6.48K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.239$5.99K<0.01%013F-HRTimeline
Atomic Invest LLC233$5.67K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.219$5.6K<0.01%+15913F-HRTimeline
Clayton Financial Group LLC223$5.59K<0.01%+9313F-HRTimeline
Nvest Wealth Strategies, Inc.213$5.35K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN205$5.14K<0.01%+113F-HRTimeline
Sunrise Financial Services, LLC204$5.12K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd198$4.97K<0.01%013F-HRTimeline
Winch Advisory Services, LLC156$4.78K<0.01%+913F-HRTimeline
Global Wealth Strategies & Associates181$4.54K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO180$4.52K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC170$4.27K<0.01%new13F-HRTimeline
Hamrick Investment Counsel, llc167$4.2K<0.01%013F-HRTimeline
High Note Wealth, LLC156$3.92K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.139$3.49K<0.01%-93113F-HRTimeline
Comprehensive Financial Planning, Inc./…128$3.22K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.126$3.17K<0.01%+10013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…123$3.09K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.119$2.99K<0.01%+3613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…113$2.84K<0.01%+9113F-HRTimelineGroup
Walsh & Associates, LLC84$2.11K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC60$1.51K<0.01%new13F-HRTimeline
Robbins Farley53$1.33K<0.01%new13F-HRTimeline
Networth Advisors, LLC45$1.13K<0.01%013F-HRTimeline
Rossmore Private Capital42$1.05K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…37$910<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC35$868<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …33$828<0.01%+3013F-HRTimelineGroup
Hughes Financial Services, LLC17$427<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC10$252<0.01%013F-HRTimeline
Triumph Capital Management9$227<0.01%+213F-HRTimeline
Truvestments Capital LLC8$201<0.01%013F-HRTimeline
Golden State Wealth Management, LLC6$152<0.01%-2,30313F-HRTimeline
Lloyd Advisory Services, LLC.6$151<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.6$151<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…5$125<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC4$122<0.01%new13F-HRTimeline
Burk Holdings LLC2$46<0.01%new13F-HRTimeline
IFS Advisors, LLC0$18<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
Portus Wealth Advisors, LLC0$9<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…69,206,449$2.76M+66,580,09613F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline