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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,177 managers (1,182 13F filers) reported a position in SCHB shares at 2024-12-31, 474,519,555 shares in all. 54 filers opened a position and 39 filers sold out during the quarter.

Managers
1,177
13F filers
1,182
New
54
Added
1,024
Reduced
15
Sold out
39
Shares held by filers
474,519,555

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wealthfront Advisers LLC60,222,952$1.37B3.99%+39,622,63013F-HR/ATimeline
Betterment LLC17,773,620$403M0.96%+11,718,29113F-HRTimeline
REBALANCE, LLC11,471,005$260M19.46%+7,646,59113F-HRTimeline
SCS Capital Management LLC10,204,017$232M4.78%+6,426,55113F-HRTimeline
Evensky & Katz LLC9,325,113$212M13.85%+6,084,14113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,942,406$203M19.11%+5,886,36613F-HRTimeline
Strid Group, LLC8,530,226$194M30.23%+5,666,06813F-HRTimeline
Bouchey Financial Group, Ltd.8,165,768$185M16.2%+5,560,63613F-HRTimeline
HighTower Advisors, LLC8,146,204$185M0.25%+5,485,57913F-HRTimeline
HB Wealth Management, LLC6,505,668$148M1.51%+4,281,59113F-HRTimeline
Evergreen Advisors, LLC6,366,873$145M39.51%+4,160,55513F-HRTimeline
HT Partners LLC6,053,331$137M46.73%+4,052,93213F-HRTimeline
Callan Capital, LLC5,963,363$135M9.9%+3,936,53413F-HRTimeline
Hanson & Doremus Investment Management5,901,371$134M20.95%+3,954,41413F-HRTimeline
Retirement Planning Group, LLC5,777,637$131M6.6%+3,986,20413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,694,595$129M2.98%+3,828,80513F-HRTimeline
Empower Advisory Group, LLC4,892,270$111M0.37%+4,693,22213F-HRTimeline
Accredited Investors Inc.4,874,788$111M6.48%+3,255,41413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,144,462$94.2M0.12%+2,744,41013F-HRTimelineGroup
Summit Financial Strategies, Inc.4,053,079$92M10.15%+2,665,06713F-HRTimeline
HHM Wealth Advisors, LLC4,021,769$91.3M12.41%+2,678,50713F-HRTimeline
TruNorth Capital Management, LLC4,007,691$91M24.86%+2,687,32813F-HRTimeline
Mariner, LLCin group Mariner, LLC3,996,283$90.7M0.15%+2,764,24613F-HRTimelineGroup
Morton Brown Family Wealth, LLC3,570,574$81.1M28.25%+2,417,43913F-HRTimeline
MANCHESTER FINANCIAL INC3,491,496$79.3M17.35%+2,332,89313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,322,324$75.4M0.01%+2,270,18913F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS3,320,913$75.4M0.22%+2,179,90813F-HRTimeline
Ballentine Partners, LLC3,122,833$70.9M1.21%+2,055,96113F-HRTimeline
Socha Financial Group, LLC3,100,980$70.4M33%+2,068,38213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,085,001$70M0.01%+2,066,17213F-HRTimelineGroup
HBK Sorce Advisory LLC3,064,450$69.6M2.1%+2,040,40213F-HRTimeline
Circle Wealth Management, LLC3,027,213$68.7M1.47%+2,016,55313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,943,378$66.8M2.96%+1,965,66713F-HRTimeline
Asset Advisors Investment Management, L…2,869,070$65.1M6.81%+1,903,97813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,803,176$63.6M0.08%+1,868,15413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,752,318$62.5M1.21%+1,821,63113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,744,912$62.3M11.11%+1,874,95813F-HRTimeline
Compass Financial Group, INC/SD2,720,223$61.7M11.71%+1,876,44213F-HRTimeline
AGILIS PARTNERS LLC2,625,342$59.6M17.94%+1,742,99413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,462,937$55.9M+1,599,113Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,435,811$55.3M0.01%+1,657,28213F-HRTimelineGroup
Legacy Financial Strategies, LLC2,374,585$53.8M11.59%+1,608,60213F-HRTimeline
Compass Advisory Group LLC2,335,715$53M18.98%+1,517,23613F-HRTimeline
MYECFO, LLC2,270,249$51.5M27.82%+1,529,27513F-HRTimeline
Caprock Group, LLC2,240,636$50.9M1.66%+1,496,10313F-HRTimeline
Creative Planningin group Creative Planning2,087,447$47.4M0.05%+1,402,76313F-HRTimelineGroup
LPL Financial LLC2,071,157$47M0.02%+1,409,15813F-HRTimeline
WBH ADVISORY INC2,037,851$46.3M4.29%+1,381,10513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,006,071$45.5M0.11%+600,26113F-HRTimeline
Aptus Capital Advisors, LLC1,990,981$45.2M0.54%+1,426,86313F-HRTimeline
Sunburst Financial Group, LLC1,939,840$44M10.89%+1,388,41613F-HRTimeline
Bluespring Wealth Management, LLC1,933,535$43.9M4.5%+1,180,78413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,916,503$43.5M0.08%+1,336,75413F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,905,829$43.3M0.01%+1,302,68013F-HRTimelineGroup
OneDigital Investment Advisors LLC1,881,300$42.7M0.5%+1,246,61113F-HRTimeline
Ethos Financial Group, LLC1,870,971$42.5M5.54%+1,282,07913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,776,157$40.3M0.06%+1,230,15113F-HRTimelineGroup
Capital Management Associates, Inc1,699,198$38.6M14.46%+1,134,44913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,688,258$38.3M0.3%+1,118,69413F-HRTimelineGroup
Members Advisory Group LLC1,599,786$36.3M14.9%+1,111,77313F-HRTimeline
Roundview Capital LLC1,589,300$36.1M2.52%+1,079,88513F-HRTimeline
Cape Investment Advisory, Inc.1,577,187$35.8M14%+1,054,31013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,543,891$35M2.54%+1,046,54013F-HRTimeline
Genesee Capital Advisors, LLC1,535,730$34.9M16.22%+1,037,09613F-HRTimeline
Boulder Wealth Advisors, LLC1,525,273$34.6M17.84%+1,022,95213F-HRTimeline
Cambridge Investment Research Advisors,…1,513,266$34.4M0.11%+907,88213F-HRTimeline
Buckingham Capital Management, Inc.1,495,896$34M3.9%+940,04513F-HRTimeline
Weaver Capital Management LLC1,493,645$33.9M9.54%+1,493,63513F-HRTimeline
Winthrop Advisory Group LLC1,476,379$33.5M4.02%+1,077,34513F-HRTimeline
Legacy Private Trust Co.1,470,532$33.4M2.18%+996,13113F-HRTimeline
UBS Group AGin group UBS Group AG1,283,018$29.1M0.01%+868,18113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,280,106$29.1M+1,040,604Timeline
WT Wealth Management1,268,681$28.8M9.04%+33,03613F-HRTimeline
Leading Edge Financial Planning LLC1,237,328$28.1M9.21%+840,89313F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,214,411$27.6M+1,200,837Timeline
Pegasus Asset Management, Inc.1,211,636$27.5M10.37%+791,41713F-HRTimeline
Waverly Advisors, LLC1,183,899$26.9M0.42%+809,96213F-HRTimeline
Truepoint, Inc.1,178,521$26.8M0.72%+783,46113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,175,220$26.7M0.06%+799,32513F-HRTimelineGroup
Gemmer Asset Management LLC1,161,779$26.4M2.6%+779,24113F-HRTimeline
Shilanski & Associates, Inc.1,120,325$25.4M8.16%+768,99913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,107,041$25.1M1.88%+732,44113F-HRTimeline
FSA WEALTH PARTNERS, INC.1,097,994$24.9M5.85%+725,30813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,096,980$24.9M<0.01%+713,47413F-HRTimelineGroup
Transform Wealth, LLC1,084,336$24.6M1.37%+856,65513F-HRTimeline
Phil A. Younker & Associates, Ltd.1,082,816$24.6M24.57%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,079,436$24.5M0.36%+719,10613F-HRTimeline
Goepper Burkhardt LLC1,069,797$24.3M9.86%+707,51013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,068,306$24.2M4.35%+693,68013F-HRTimeline
Global Wealth Management, LLC1,058,243$24M15.34%+705,62613F-HRTimeline
Strategic Advisors LLC1,043,278$23.7M4.28%+702,71013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,040,141$23.6M20.02%+710,15613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,030,588$23.4M<0.01%+749,49013F-HRTimelineGroup
Avior Wealth Management, LLC1,025,285$23.3M0.85%+677,95613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV1,022,269$23.2M5.25%+694,48113F-HRTimeline
GSG Advisors LLC1,008,349$22.9M7.21%+686,15813F-HRTimeline
MAI Capital Management993,830$22.6M0.17%+909,78413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC952,373$21.6M0.01%13F-HR/ATimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV948,434$21.5M6.85%+613,57813F-HRTimeline
Strategic Financial Planning, Inc.948,246$21.5M14.67%+625,27613F-HRTimeline
Breakwater Investment Management945,384$21.5M9.12%+626,83813F-HR/ATimeline
Allworth Financial LP887,772$20.9M0.12%+844,19013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…907,760$20.6M0.17%+594,03813F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/906,445$20.6M1.12%+597,63313F-HRTimeline
Focus Financial Network, Inc.900,823$20.4M0.81%+572,82213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…866,529$20.3M7.51%-2,07513F-HRTimeline
Great Lakes Retirement, Inc.887,907$20.2M2.6%+588,04413F-HRTimeline
HARBOUR INVESTMENTS, INC.885,934$20.1M0.58%+605,89813F-HRTimeline
Meridian Wealth Partners, LLC877,441$19.9M3.02%+586,71713F-HRTimeline
Wynn Capital, LLC872,239$19.8M12.5%+587,56513F-HRTimeline
Schaeffer Financial LLC859,112$19.5M19.45%+574,23813F-HRTimeline
FMR LLCin group FMR LLC833,832$18.9M<0.01%+550,71513F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…828,666$18.8M8.02%13F-HRTimeline
IMA Advisory Services, Inc.819,732$18.6M2.24%+542,32613F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV813,733$18.5M5.64%+530,60113F-HRTimeline
Tradition Wealth Management, LLC801,083$18.2M1.6%+534,19413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC800,226$18.2M6.77%+546,89413F-HRTimeline
TrinityPoint Wealth, LLC799,605$18.2M2.55%+525,45013F-HRTimeline
Stonekeep Investments, LLC794,390$18M13.43%+526,23213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC793,869$18M0.11%+637,81813F-HRTimelineGroup
Madden Advisory Services, Inc.781,481$17.7M8.24%+522,26913F-HRTimeline
SYM FINANCIAL Corp780,206$17.7M2.29%+521,40613F-HRTimeline
Dodds Wealth, LLC752,010$17.7M5.69%+66,58213F-HRTimeline
Roble, Belko & Company, Inc761,164$17.3M2.75%+504,76513F-HRTimeline
Ashford Advisors, LLC758,748$17.2M3.98%+502,02613F-HRTimeline
Tanglewood Wealth Management, Inc.747,692$17M1.96%+499,18013F-HRTimeline
James J. Burns & Company, LLC738,202$16.8M2.91%+488,00513F-HRTimeline
Elgethun Capital Management709,865$16.1M3.91%+468,60613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…707,094$16.1M0.36%+441,61513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP706,947$15.8M0.03%+444,20213F-HRTimelineGroup
Compound Planning, Inc.694,178$15.8M0.8%+530,85313F-HRTimeline
Davis Capital Management689,530$15.7M12.75%+461,98413F-HRTimeline
Christensen, King & Associates Investme…659,273$15.3M7.19%+433,79013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.654,610$14.9M0.03%+202,43613F-HR/ATimelineGroup
PrairieView Partners, LLC650,287$14.8M1.54%+426,36813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC640,132$14.5M1.82%+419,16413F-HRTimeline
Ellevest, Inc.634,796$14.4M0.83%+392,53613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP632,591$14.4M0.01%+422,86813F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC628,086$14.3M2.72%+418,08013F-HRTimeline
Roger Wittlin Investment Advisory, LLC624,350$14.2M7.94%+420,00713F-HRTimeline
Milestone Investment Advisors LLC597,221$13.6M3.68%+407,58813F-HRTimeline
LIBRA WEALTH LLC595,286$13.5M5.25%+392,68513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC593,826$13.5M0.02%+401,82513F-HRTimeline
Spinnaker Investment Group, LLC575,733$13.1M3.15%+374,06713F-HRTimeline
Almanack Investment Partners, LLC.574,448$13M2.01%+349,78213F-HRTimeline
Blue Investment Partners LLC570,897$13M4.76%+383,41213F-HRTimeline
VALICENTI ADVISORY SERVICES INC569,445$12.9M3.22%+378,92813F-HRTimeline
Chicago Partners Investment Group LLC564,830$12.9M0.43%+37,19213F-HRTimeline
Cetera Investment Advisers560,605$12.7M0.03%+389,44913F-HRTimeline
Weinberger Asset Management, Inc555,774$12.6M5.27%+367,99313F-HRTimeline
PINKERTON WEALTH, LLC548,603$12.5M1.81%+336,23313F-HRTimeline
Bond & Devick Financial Network, Inc.186,163$12.4M5.29%013F-HRTimeline
Passive Capital Management, LLC.539,226$12.2M4.31%+357,69413F-HRTimeline
Intelligence Driven Advisers, LLC531,432$12.1M2.27%+339,89413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.530,657$12M1.41%+343,59913F-HRTimeline
Sequoia Financial Advisors, LLC530,154$12M0.12%+353,89713F-HR/ATimeline
Opes Wealth Management LLC524,870$11.9M2.44%+349,36613F-HRTimeline
Long Island Wealth Management, Inc.522,931$11.9M7.43%+461,32713F-HRTimeline
Prosperitas Financial LLC522,929$11.9M6%+388,55013F-HRTimeline
Meridian Wealth Management, LLC516,820$11.7M0.55%+351,73913F-HRTimeline
Wealthspire Advisors, LLC507,103$11.5M0.11%+336,85813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.505,354$11.5M0.56%+340,42213F-HRTimeline
Madison Wealth Partners, Inc499,527$11.3M3.17%+340,47613F-HRTimeline
Intrua Financial, LLC494,729$11.2M1.82%+322,80813F-HRTimeline
TPG Advisors LLC493,415$11.2M8.75%+331,15113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…491,650$11.2M0.01%+340,36613F-HRTimelineGroup
IFP Advisors, Inc480,549$10.9M0.36%+330,32013F-HRTimeline
VSM Wealth Advisory, LLC480,372$10.9M3.89%13F-HRTimeline
MOTIVE WEALTH ADVISORS479,748$10.9M5.85%+319,83213F-HRTimeline
D.B. Root & Company, LLC479,205$10.9M3.46%+318,00913F-HRTimeline
B. Riley Wealth Advisors, Inc.474,324$10.8M0.35%+303,28213F-HRTimeline
Horan Capital Advisors, LLC.465,225$10.6M3.56%+310,08513F-HRTimeline
Brooklyn FI, LLC459,902$10.4M3.47%+330,22413F-HR/ATimeline
Beacon Wealthcare LLC459,209$10.4M4.23%+305,03613F-HRTimeline
Everhart Financial Group, Inc.458,028$10.4M2.14%+295,83613F-HRTimeline
TruWealth Advisors, LLC454,278$10.3M0.62%+305,18213F-HRTimeline
Waldron Private Wealth LLC450,000$10.2M0.41%+300,00013F-HRTimeline
FFT WEALTH MANAGEMENT LLC448,868$10.2M0.77%+354,99013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC443,973$10.1M<0.01%+306,17413F-HRTimelineGroup
Zhang Financial LLC440,230$9.99M0.57%+290,81913F-HRTimeline
Peak Financial Management, Inc.433,472$9.84M2.95%+293,27413F-HRTimeline
Towercrest Capital Management427,762$9.71M1.57%+268,45813F-HRTimeline
Alliance Wealth Management Group427,541$9.71M2.6%+268,31313F-HRTimeline
NewEdge Advisors, LLC427,312$9.7M0.06%+302,60213F-HRTimeline
Family Firm, Inc.697,327$9.69M2.15%+275,97713F-HRTimeline
Prime Capital Investment Advisors, LLC421,532$9.57M0.14%+269,51913F-HRTimeline
Apriem Advisors416,833$9.46M1.08%+277,84213F-HRTimeline
Five Oceans Advisors414,393$9.41M4.31%+275,16913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP395,100$8.97M0.02%new13F-HRTimelineGroup
SigFig Wealth Management, LLC528,358$8.86M0.32%+343,84013F-HRTimeline
RHS Financial, LLC387,226$8.79M4.55%+253,22813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT386,310$8.77M1.07%+254,97513F-HRTimeline
SRH ADVISORS, LLC381,490$8.66M2.57%+255,70813F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…379,223$8.61M1.37%+271,51713F-HRTimelineGroup
Liberty Capital Management, Inc.377,908$8.58M1.9%+248,63513F-HRTimeline
Sharkey, Howes & Javer369,776$8.39M1.18%+241,22113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC366,222$8.31M0.12%+5,52413F-HRTimeline
Rockbridge Investment Management, LCC364,869$8.28M1.06%+237,12713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co363,357$8.25M0.11%+240,16513F-HRTimelineGroup
CWM, LLCin group CWM, LLC359,985$8.17M0.03%+241,17113F-HRTimelineGroup