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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,168 managers (1,176 13F filers) reported a position in SCHB shares at 2025-03-31, 476,127,550 shares in all. 67 filers opened a position and 59 filers sold out during the quarter.

Managers
1,168
13F filers
1,176
New
67
Added
463
Reduced
430
Sold out
59
Shares held by filers
476,127,550

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Wealthfront Advisers LLC58,426,349$1.26B3.38%-1,796,60313F-HRTimeline
Betterment LLC17,254,102$371M0.88%-519,51813F-HRTimeline
REBALANCE, LLC11,949,838$257M18.94%+478,83313F-HRTimeline
SCS Capital Management LLC11,901,176$256M3.26%+1,697,15913F-HR/ATimeline
Evensky & Katz LLC9,020,739$194M13.03%-304,37413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC9,013,141$194M18.45%+70,73513F-HRTimeline
Strid Group, LLC8,614,302$185M28.8%+84,07613F-HRTimeline
Bouchey Financial Group, Ltd.8,238,465$177M16%+72,69713F-HRTimeline
HighTower Advisors, LLC7,934,598$171M0.23%-211,60613F-HRTimeline
HB Wealth Management, LLC6,470,877$139M1.17%-34,79113F-HRTimeline
HT Partners LLC6,363,161$137M47%+309,83013F-HRTimeline
Hanson & Doremus Investment Management6,283,643$135M19.76%+382,27213F-HRTimeline
Evergreen Advisors, LLC6,274,467$135M37.5%-92,40613F-HRTimeline
Callan Capital, LLC5,911,420$127M9.41%-51,94313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,611,991$121M2.9%-82,60413F-HRTimeline
Accredited Investors Inc.4,893,337$105M6.54%+18,54913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,420,852$95.2M0.11%+276,39013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,286,330$92.3M0.15%+290,04713F-HRTimelineGroup
TruNorth Capital Management, LLC4,251,136$91.5M22.75%+243,44513F-HRTimeline
HHM Wealth Advisors, LLC4,164,167$89.7M12.07%+142,39813F-HRTimeline
Summit Financial Strategies, Inc.3,882,561$83.6M8.43%-170,51813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,714,070$80M0.01%+391,74613F-HRTimelineGroup
Morton Brown Family Wealth, LLC3,682,762$79.3M26.95%+112,18813F-HRTimeline
Capital Management Associates, Inc3,527,282$75.9M17.2%+1,828,08413F-HRTimeline
MANCHESTER FINANCIAL INC3,499,944$75.4M16.97%+8,44813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,385,610$72.9M0.18%+64,69713F-HRTimeline
Socha Financial Group, LLC3,203,113$69M33.7%+102,13313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,143,450$67.7M0.01%+58,44913F-HRTimelineGroup
HBK Sorce Advisory LLC3,094,524$66.6M1.96%+30,07413F-HRTimeline
Ballentine Partners, LLC3,085,903$66.4M1.15%-36,93013F-HRTimeline
Compass Financial Group, INC/SD2,963,018$63.8M12.07%+242,79513F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,909,229$62.6M2.86%-34,14913F-HRTimeline
Asset Advisors Investment Management, L…2,854,523$61.5M6.46%-14,54713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,820,110$60.7M0.09%+16,93413F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC2,763,501$59.5M11.43%+18,58913F-HRTimeline
Circle Wealth Management, LLC2,758,008$59.4M1.38%-269,20513F-HRTimeline
Waverly Advisors, LLC2,737,672$58.9M0.72%+1,553,77313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,703,208$58.2M1.91%new13F-HRTimelineGroup
LPL Financial LLC2,674,216$57.6M0.02%+603,05913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,557,985$55.1M1.03%-194,33313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,513,552$54.1M0.01%+77,74113F-HR/ATimelineGroup
Legacy Financial Strategies, LLC2,484,443$53.5M11.66%+109,85813F-HRTimeline
MYECFO, LLC2,368,235$51M26.99%+97,98613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,359,651$50.8M-103,286Timeline
Compass Advisory Group LLC2,340,131$50.4M17.54%+4,41613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding2,078,032$48.9M+1,907,610Timeline
Caprock Group, LLC2,207,208$47.5M1.45%-33,42813F-HRTimeline
WBH ADVISORY INC2,125,048$45.8M4.27%+87,19713F-HRTimeline
Creative Planningin group Creative Planning2,100,193$45.2M0.04%+12,74613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,095,500$45.1M0.09%+178,99713F-HRTimeline
Aptus Capital Advisors, LLC2,047,607$44.1M0.5%+56,62613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,007,238$43.2M0.01%+101,40913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,999,875$43.1M0.1%-6,19613F-HRTimeline
Sunburst Financial Group, LLC1,997,828$43M10.56%+57,98813F-HRTimeline
Ethos Financial Group, LLC1,869,318$42.4M4.06%-1,65313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,946,735$41.9M0.07%+170,57813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,905,538$41M0.35%+217,28013F-HR/ATimelineGroup
Bluespring Wealth Management, LLC1,858,469$40M4.08%-75,06613F-HRTimeline
Retirement Planning Group, LLC1,778,153$38.3M1.8%-3,999,48413F-HRTimeline
Roundview Capital LLC1,683,587$36.2M2.62%+94,28713F-HRTimeline
Members Advisory Group LLC1,676,355$36.1M15.08%+76,56913F-HRTimeline
OneDigital Investment Advisors LLC1,609,493$34.7M0.41%-271,80713F-HRTimeline
Boulder Wealth Advisors, LLC1,560,616$33.6M19.56%+35,34313F-HRTimeline
Cape Investment Advisory, Inc.1,559,190$33.6M13.37%-17,99713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,549,572$33.4M0.01%+518,98413F-HR/ATimelineGroup
Jaffetilchin Investment Partners, LLC1,515,479$32.6M2.37%-28,41213F-HRTimeline
Genesee Capital Advisors, LLC1,490,806$32.1M16.05%-44,92413F-HRTimeline
Winthrop Advisory Group LLC1,432,582$30.8M3.71%-43,79713F-HRTimeline
Allworth Financial LP1,453,211$30.6M0.17%+565,43913F-HRTimeline
Cambridge Investment Research Advisors,…1,411,628$30.4M0.1%-101,63813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,313,384$28.3M+33,278Timeline
Leading Edge Financial Planning LLC1,283,864$27.6M8.64%+46,53613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,282,278$27.6M0.01%+67,86713F-HR/ATimelineGroup
WT Wealth Management1,280,212$27.6M8.95%+11,53113F-HRTimeline
UBS Group AGin group UBS Group AG1,240,017$26.7M0.01%-43,00113F-HRTimelineGroup
Pegasus Asset Management, Inc.1,189,311$25.6M10.25%-22,32513F-HRTimeline
Legacy Private Trust Co.1,172,753$25.2M1.74%-297,77913F-HRTimeline
Gemmer Asset Management LLC1,171,787$25.2M2.52%+10,00813F-HRTimeline
Truepoint, Inc.1,162,978$25M0.68%-15,54313F-HRTimeline
Strategic Advisors LLC1,162,731$25M4.82%+119,45313F-HRTimeline
Shilanski & Associates, Inc.1,161,301$25M7.8%+40,97613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,108,983$23.9M0.05%-66,23713F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,103,822$23.8M4.29%+35,51613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,097,314$23.6M<0.01%+33413F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC1,090,369$23.5M22.82%13F-HRTimeline
Transform Wealth, LLC1,084,059$23.3M1.41%-27713F-HRTimeline
Goepper Burkhardt LLC1,064,622$22.9M9.16%-5,17513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,062,691$22.9M1.72%-44,35013F-HRTimeline
Facet Wealth, Inc.1,052,694$22.8M0.59%+984,59913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,060,433$22.8M19.11%+20,29213F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,053,093$22.7M0.33%-26,34313F-HRTimeline
Global Wealth Management, LLC1,050,807$22.6M13.05%-7,43613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,047,068$22.5M0.01%+94,69513F-HRTimelineGroup
GSG Advisors LLC1,053,371$22M7.22%+45,02213F-HRTimeline
Avior Wealth Management, LLC1,011,768$21.8M0.83%-13,51713F-HRTimeline
MAI Capital Management1,006,158$21.7M0.16%+12,32813F-HRTimeline
Phil A. Younker & Associates, Ltd.1,004,136$21.6M21.28%-78,68013F-HRTimeline
Wealthspire Advisors, LLC1,003,918$21.6M0.13%+496,81513F-HRTimeline
SYM FINANCIAL Corp1,002,554$21.6M2.66%+222,34813F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV986,961$21.2M4.69%-35,30813F-HRTimeline
Strategic Financial Planning, Inc.950,892$20.5M14.12%+2,64613F-HRTimeline
Breakwater Investment Management946,272$20.4M8.7%+88813F-HRTimeline
Focus Financial Network, Inc.934,523$20.1M0.82%+33,70013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV908,303$19.6M6.44%-40,13113F-HRTimeline
FMR LLCin group FMR LLC902,457$19.4M<0.01%+68,62513F-HRTimelineGroup
Chicago Partners Investment Group LLC898,662$19.4M0.65%+333,83213F-HRTimeline
HARBOUR INVESTMENTS, INC.891,997$19.2M0.55%+6,06313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…890,849$19.2M0.16%-16,91113F-HRTimelineGroup
Great Lakes Retirement, Inc.888,323$19.1M2.51%+41613F-HRTimeline
Wynn Capital, LLC867,066$18.7M11.09%-5,17313F-HRTimeline
Dodds Wealth, LLC860,683$18.5M6.04%+108,67313F-HRTimeline
Stonekeep Investments, LLC858,515$18.5M13.63%+64,12513F-HRTimeline
Meridian Wealth Partners, LLC854,807$18.4M2.94%-22,63413F-HRTimeline
Schaeffer Financial LLC842,573$18.1M20.02%-16,53913F-HRTimeline
Nalls Sherbakoff Group, LLC841,350$18.1M14.72%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/836,521$18M0.99%-69,92413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…830,191$17.9M7.56%+1,52513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP829,436$17.9M0.02%+196,84513F-HRTimelineGroup
IMA Advisory Services, Inc.827,610$17.8M2.11%+7,87813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…861,580$17.4M7.2%-4,94913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV807,467$17.4M5.47%-6,26613F-HRTimeline
Tradition Wealth Management, LLC805,334$17.3M1.53%+4,25113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC785,979$16.9M6.57%-14,24713F-HRTimeline
Madden Advisory Services, Inc.778,548$16.8M7.81%-2,93313F-HRTimeline
Roble, Belko & Company, Inc761,862$16.4M2.62%+69813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC760,179$16.4M0.1%-33,69013F-HRTimelineGroup
Coastal Bridge Advisors, LLC763,691$16.3M1.48%new13F-HR/ATimeline
Ashford Advisors, LLC745,544$16.1M4.01%-13,20413F-HRTimeline
Davis Capital Management726,436$15.6M12.47%+36,90613F-HRTimeline
James J. Burns & Company, LLC719,192$15.5M2.77%-19,01013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.687,082$14.8M0.03%+32,47213F-HRTimelineGroup
Elgethun Capital Management683,898$14.7M3.29%-25,96713F-HRTimeline
Tanglewood Wealth Management, Inc.674,938$14.5M1.63%-72,75413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP671,303$14.5M0.02%-35,64413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…669,003$14.4M0.31%-38,09113F-HRTimelineGroup
Christensen, King & Associates Investme…640,783$14.3M6.77%-18,49013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC643,967$13.9M0.02%+50,14113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP639,455$13.7M0.01%+282,05213F-HR/ATimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC629,039$13.5M1.7%-11,09313F-HRTimeline
PrairieView Partners, LLC624,589$13.4M1.4%-25,69813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC623,390$13.4M2.54%-4,69613F-HRTimeline
Roger Wittlin Investment Advisory, LLC619,921$13.3M7.81%-4,42913F-HRTimeline
Intelligence Driven Advisers, LLC606,604$13.1M2.52%+75,17213F-HRTimeline
Prosperitas Financial LLC603,525$13M6.72%+80,59613F-HRTimeline
VALICENTI ADVISORY SERVICES INC594,866$12.8M3.29%+25,42113F-HRTimeline
LIBRA WEALTH LLC588,594$12.7M4.75%-6,69213F-HRTimeline
Cetera Investment Advisers587,930$12.7M0.02%+27,32513F-HRTimeline
Blue Investment Partners LLC587,011$12.6M4.76%+16,11413F-HRTimeline
Milestone Investment Advisors LLC585,229$12.6M3.5%-11,99213F-HRTimeline
Empower Advisory Group, LLC581,974$12.5M0.04%-4,310,29613F-HRTimeline
Spinnaker Investment Group, LLC570,762$12.3M2.78%-4,97113F-HRTimeline
Long Island Wealth Management, Inc.557,063$12M7.3%+34,13213F-HRTimeline
Compound Planning, Inc.546,481$11.8M0.54%-147,69713F-HRTimeline
Passive Capital Management, LLC.545,864$11.8M3.72%+6,63813F-HRTimeline
Weinberger Asset Management, Inc540,867$11.6M4.99%-14,90713F-HRTimeline
Opes Wealth Management LLC539,246$11.6M2.34%+14,37613F-HRTimeline
Sequoia Financial Advisors, LLC537,515$11.6M0.09%+7,36113F-HRTimeline
Madison Wealth Partners, Inc530,443$11.4M2.82%+30,91613F-HRTimeline
Bond & Devick Financial Network, Inc.526,604$11.3M4.11%+340,44113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.522,699$11.3M1.37%-7,95813F-HRTimeline
TPG Advisors LLC518,282$11.2M8.8%+24,86713F-HRTimeline
Meridian Wealth Management, LLC516,213$11.1M0.54%-60713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…514,188$11.1M0.01%+22,53813F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding514,180$11.1M+134,957Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.507,242$10.9M0.54%+1,88813F-HRTimeline
IFP Advisors, Inc506,186$10.9M0.34%+25,63713F-HRTimeline
Brooklyn FI, LLC495,858$10.7M3.3%+35,95613F-HRTimeline
B. Riley Wealth Advisors, Inc.496,534$10.7M0.32%+22,21013F-HRTimeline
Zhang Financial LLC491,647$10.6M0.56%+51,41713F-HRTimeline
D.B. Root & Company, LLC482,232$10.4M3.35%+3,02713F-HRTimeline
MOTIVE WEALTH ADVISORS479,748$10.3M5.53%013F-HRTimeline
VSM Wealth Advisory, LLC477,090$10.3M3.69%-3,28213F-HRTimeline
Horan Capital Advisors, LLC.472,306$10.2M3.43%+7,08113F-HRTimeline
Wedmont Private Capital492,766$10.1M0.52%+481,71213F-HRTimeline
TruWealth Advisors, LLC463,899$9.99M0.6%+9,62113F-HRTimeline
Beacon Wealthcare LLC459,109$9.88M4.02%-10013F-HRTimeline
Everhart Financial Group, Inc.456,823$9.84M1.34%-1,20513F-HRTimeline
Waldron Private Wealth LLC450,000$9.69M0.46%013F-HRTimeline
NewEdge Advisors, LLC448,360$9.65M0.06%+21,04813F-HRTimeline
PINKERTON WEALTH, LLC440,486$9.48M1.23%-108,11713F-HRTimeline
Peak Financial Management, Inc.439,001$9.45M2.83%+5,52913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC437,361$9.39M<0.01%-6,61213F-HRTimelineGroup
Family Firm, Inc.429,129$9.24M2.06%-268,19813F-HRTimeline
Prime Capital Investment Advisors, LLC425,329$9.16M0.11%+3,79713F-HRTimeline
Apriem Advisors416,570$8.97M1.05%-26313F-HRTimeline
Cresset Asset Management, LLC411,881$8.87M0.04%+114,19813F-HRTimeline
Alliance Wealth Management Group411,649$8.86M2.39%-15,89213F-HRTimeline
Towercrest Capital Management411,649$8.86M1.68%-16,11313F-HRTimeline
Five Oceans Advisors410,781$8.84M4.24%-3,61213F-HRTimeline
SigFig Wealth Management, LLC568,911$8.83M0.32%+40,55313F-HRTimeline
Liberty Capital Management, Inc.407,966$8.78M1.96%+30,05813F-HRTimeline
CWM, LLCin group CWM, LLC403,741$8.69M0.03%+43,75613F-HRTimelineGroup
AlphaCore Capital LLC396,791$8.54M0.73%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding389,963$8.4M+196,393Timeline
SRH ADVISORS, LLC387,784$8.35M2.58%+6,29413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co380,186$8.19M0.11%+16,82913F-HRTimelineGroup
Davidson Kahn Capital Management, LLC377,480$8.13M6.28%+77,63413F-HRTimeline
Sharkey, Howes & Javer365,157$7.86M1.12%-4,61913F-HRTimeline
RHS Financial, LLC361,481$7.78M4.37%-25,74513F-HRTimeline
Rockbridge Investment Management, LCC361,473$7.78M0.92%-3,39613F-HRTimeline