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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,213 13F filers) reported a position in SCHB shares at 2025-06-30, 536,334,884 shares in all. 86 filers opened a position and 46 filers sold out during the quarter.

Managers
1,205
13F filers
1,213
New
86
Added
497
Reduced
426
Sold out
46
Shares held by filers
536,334,884

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Wealthfront Advisers LLC56,360,948$1.34B3.46%-2,065,40113F-HRTimeline
Betterment LLC16,827,398$401M0.85%-426,70413F-HRTimeline
REBALANCE, LLC13,159,188$314M21.31%+1,209,35013F-HRTimeline
SCS Capital Management LLC12,223,396$291M3.23%+322,22013F-HRTimeline
Evensky & Katz LLC8,780,332$209M12.78%-240,40713F-HRTimeline
Strid Group, LLC8,658,237$206M29.01%+43,93513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,450,794$201M18.36%-562,34713F-HRTimeline
Bouchey Financial Group, Ltd.8,275,927$197M16.4%+37,46213F-HRTimeline
HighTower Advisors, LLC7,738,339$184M0.23%-196,25913F-HRTimeline
HB Wealth Management, LLC6,496,557$155M1.24%+25,68013F-HRTimeline
Hanson & Doremus Investment Management6,406,096$153M20.42%+122,45313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,248,801$149M3.21%+636,81013F-HRTimeline
Evergreen Advisors, LLC6,170,240$147M38.95%-104,22713F-HRTimeline
HT Partners LLC6,047,159$144M44.03%-316,00213F-HRTimeline
AlphaCore Capital LLC5,953,464$142M5.4%+5,556,67313F-HRTimeline
HHM Wealth Advisors, LLC5,468,240$130M15.49%+1,304,07313F-HRTimeline
Accredited Investors Inc.4,883,682$116M6.88%-9,65513F-HRTimeline
TruNorth Capital Management, LLC4,664,159$111M24.7%+413,02313F-HRTimeline
Mariner, LLCin group Mariner, LLC4,217,210$100M0.15%-69,12013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,051,638$96.5M0.1%-369,21413F-HR/ATimelineGroup
Morton Brown Family Wealth, LLC3,833,932$91.4M27.79%+151,17013F-HRTimeline
Summit Financial Strategies, Inc.3,696,905$88.1M8.15%-185,65613F-HRTimeline
MANCHESTER FINANCIAL INC3,530,639$84.1M17.61%+30,69513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,396,843$80.9M0.18%+11,23313F-HRTimeline
Ballentine Partners, LLC3,272,279$78M1.17%+186,37613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,250,928$77.5M0.01%+107,47813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,206,507$76.4M<0.01%-507,56313F-HRTimelineGroup
Compass Financial Group, INC/SD3,194,802$76.1M12.48%+231,78413F-HRTimeline
HBK Sorce Advisory LLC3,146,484$75M2.03%+51,96013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,870,409$68.4M0.15%+870,53413F-HRTimeline
Asset Advisors Investment Management, L…2,814,002$67.1M6.62%-40,52113F-HRTimeline
Waverly Advisors, LLC2,773,692$66.1M0.73%+36,02013F-HRTimeline
LPL Financial LLC2,757,897$65.7M0.02%+83,68113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,738,170$65.3M0.09%-81,94013F-HRTimelineGroup
Circle Wealth Management, LLC2,721,147$64.8M1.44%-36,86113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,664,456$63.5M2.69%-244,77313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,651,173$63.2M0.01%+137,62113F-HR/ATimelineGroup
D L CARLSON INVESTMENT GROUP INC2,616,852$62.4M11.37%-146,64913F-HRTimeline
Legacy Financial Strategies, LLC2,545,750$60.7M11.9%+61,30713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,507,408$59.8M1%-50,57713F-HRTimeline
Compass Advisory Group LLC2,433,631$58M18.35%+93,50013F-HRTimeline
MYECFO, LLC2,399,036$57.2M28.04%+30,80113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,372,012$56.5M0.01%+364,77413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding2,352,025$56M+273,993Timeline
Savant Capital, LLCin group Savant Capital, LLC2,307,221$55M0.4%+401,68313F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,260,548$54.6M0.09%+165,04813F-HRTimeline
Winthrop Advisory Group LLC2,285,320$54.5M5.25%+852,73813F-HRTimeline
Creative Planningin group Creative Planning2,235,852$53.3M0.05%+135,65913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,138,777$51M-220,874Timeline
Aptus Capital Advisors, LLC2,133,520$50.8M0.5%+85,91313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,113,575$50.1M0.04%+1,474,12013F-HRTimelineGroup
Sunburst Financial Group, LLC2,082,849$49.6M11.12%+85,02113F-HRTimeline
Ethos Financial Group, LLC2,059,938$49.1M4.22%+190,62013F-HRTimeline
WBH ADVISORY INC2,025,879$48.3M4.11%-99,16913F-HRTimeline
Bluespring Wealth Management, LLC1,864,325$44.4M4.23%+5,85613F-HRTimeline
Capital Management Associates, Inc1,775,141$42.3M13.4%-1,752,14113F-HRTimeline
Members Advisory Group LLC1,770,217$42.2M15.86%+93,86213F-HRTimeline
Roundview Capital LLC1,639,862$39.1M2.61%-43,72513F-HRTimeline
Cape Investment Advisory, Inc.1,583,013$37.7M13.77%+23,82313F-HRTimeline
Jaffetilchin Investment Partners, LLC1,539,575$36.7M2.4%+24,09613F-HRTimeline
Retirement Planning Group, LLC1,537,151$36.6M1.56%-241,00213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,529,675$36.5M0.05%-417,06013F-HRTimelineGroup
Genesee Capital Advisors, LLC1,514,413$36.1M16.17%+23,60713F-HRTimeline
OneDigital Investment Advisors LLC1,513,108$36.1M0.4%-96,38513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,466,080$34.9M+152,696Timeline
Allworth Financial LP1,465,459$34.9M0.17%+12,24813F-HRTimeline
Cambridge Investment Research Advisors,…1,375,023$32.8M0.1%-36,60513F-HRTimeline
Legacy Private Trust Co.1,374,564$32.8M2.12%+201,81113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,339,244$31.9M0.01%+292,17613F-HRTimelineGroup
Leading Edge Financial Planning LLC1,338,719$31.9M8.87%+54,85513F-HRTimeline
UBS Group AGin group UBS Group AG1,322,811$31.5M0.01%+82,79413F-HRTimelineGroup
WT Wealth Management1,284,069$30.6M9.06%+3,85713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,261,049$30.1M10.68%+475,07013F-HRTimeline
Quantinno Capital Management LP1,234,589$29.4M0.13%+1,116,12513F-HRTimeline
NorthCoast Asset Management LLC1,217,202$29M0.12%+908,65913F-HRTimeline
Shilanski & Associates, Inc.1,193,682$28.4M8.13%+32,38113F-HRTimeline
Pegasus Asset Management, Inc.1,176,627$28M9.61%-12,68413F-HRTimeline
Gemmer Asset Management LLC1,160,310$27.7M2.46%-11,47713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,143,261$27.2M0.05%+34,27813F-HRTimelineGroup
Truepoint, Inc.1,135,811$27.1M0.67%-27,16713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,122,755$26.8M<0.01%+25,44113F-HRTimelineGroup
MAI Capital Management1,113,342$26.5M0.18%+107,18413F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,111,401$26.5M4.32%+7,57913F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,110,715$26.5M19.49%+20,34613F-HRTimeline
Strategic Advisors LLC1,104,339$26.3M5.18%-58,39213F-HRTimeline
GSG Advisors LLC1,088,248$25.9M7.52%+34,87713F-HRTimeline
Goepper Burkhardt LLC1,083,704$25.8M9.51%+19,08213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,080,960$25.8M<0.01%-468,61213F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,064,255$25.4M1.76%+1,56413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,045,997$24.9M0.35%-7,09613F-HRTimeline
Intelligence Driven Advisers, LLC1,040,325$24.8M3.74%+433,72113F-HRTimeline
Facet Wealth, Inc.1,013,573$24.7M0.56%-39,12113F-HRTimeline
SYM FINANCIAL Corp1,021,775$24.3M2.73%+19,22113F-HRTimeline
Global Wealth Management, LLC997,934$24.1M13.21%-52,87313F-HRTimeline
Wealthspire Advisors, LLC1,000,692$23.8M0.13%-3,22613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC999,947$23.8M19.04%-60,48613F-HRTimeline
FMR LLCin group FMR LLC989,303$23.6M<0.01%+86,84613F-HRTimelineGroup
Strategic Financial Planning, Inc.982,798$23.4M14.58%+31,90613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV979,600$23.3M4.71%-7,36113F-HRTimeline
Chicago Partners Investment Group LLC928,831$22.7M0.66%+30,16913F-HRTimeline
Breakwater Investment Management936,063$22.3M8.63%-10,20913F-HRTimeline
Socha Financial Group, LLC931,488$22.2M9.88%-2,271,62513F-HRTimeline
Phil A. Younker & Associates, Ltd.924,085$22M21.71%-80,05113F-HRTimeline
Tanglewood Wealth Management, Inc.922,238$22M2.17%+247,30013F-HRTimeline
HARBOUR INVESTMENTS, INC.922,179$22M0.56%+30,18213F-HRTimeline
Great Lakes Retirement, Inc.898,858$21.4M2.54%+10,53513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.888,459$21.2M2.32%+365,76013F-HRTimeline
Meridian Wealth Partners, LLC881,493$21M3.05%+26,68613F-HRTimeline
Dodds Wealth, LLC876,957$20.9M5.6%+16,27413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…853,493$20.9M7.57%-8,08713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…865,959$20.9M8.1%+35,76813F-HRTimeline
Wynn Capital, LLC870,588$20.7M11.07%+3,52213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…863,248$20.6M0.17%-27,60113F-HRTimelineGroup
Stonekeep Investments, LLC862,130$20.5M13.83%+3,61513F-HRTimeline
Schaeffer Financial LLC858,887$20.5M19.99%+16,31413F-HRTimeline
Nalls Sherbakoff Group, LLC853,603$20.3M14.81%+12,25313F-HRTimeline
IMA Advisory Services, Inc.852,181$20.3M2.18%+24,57113F-HRTimeline
Avior Wealth Management, LLC844,089$20.1M0.69%-167,67913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/821,814$19.6M1%-14,70713F-HRTimeline
Tradition Wealth Management, LLC814,190$19.4M1.55%+8,85613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC798,594$19M0.04%+671,86213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC790,976$18.8M0.1%+30,79713F-HRTimelineGroup
LIBRA WEALTH LLC761,428$18.1M5.93%+172,83413F-HRTimeline
Roble, Belko & Company, Inc761,312$18.1M2.64%-55013F-HRTimeline
Madden Advisory Services, Inc.757,992$18.1M7.7%-20,55613F-HRTimeline
Coastal Bridge Advisors, LLC751,990$17.9M1.49%-11,70113F-HRTimeline
Ashford Advisors, LLC745,544$17.8M4.12%013F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV739,052$17.6M5.27%-68,41513F-HRTimeline
James J. Burns & Company, LLC704,368$16.8M2.74%-14,82413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP693,121$16.5M0.02%+21,81813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC691,716$16.5M0.02%+47,74913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.690,914$16.5M0.03%+3,83213F-HR/ATimelineGroup
Focus Financial Network, Inc.688,588$16.4M0.65%-245,93513F-HRTimeline
Elgethun Capital Management661,901$15.8M3.17%-21,99713F-HRTimeline
PrairieView Partners, LLC652,952$15.6M1.5%+28,36313F-HRTimeline
Cetera Investment Advisers635,212$15.1M0.03%+47,28213F-HRTimeline
Compound Planning, Inc.629,376$15M0.57%+82,89513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC624,863$14.9M1.72%-4,17613F-HRTimeline
Christensen, King & Associates Investme…624,335$14.9M6.82%-16,44813F-HRTimeline
Roger Wittlin Investment Advisory, LLC620,688$14.8M8.25%+76713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC619,457$14.8M2.47%-3,93313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV604,777$14.4M4.45%-303,52613F-HRTimeline
VALICENTI ADVISORY SERVICES INC595,867$14.2M3.32%+1,00113F-HRTimeline
Blue Investment Partners LLC583,483$13.9M4.88%-3,52813F-HRTimeline
SigFig Wealth Management, LLC584,815$13.9M0.46%+15,90413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP581,544$13.9M0.01%-247,89213F-HRTimelineGroup
MIdWestOne Financial Group, Inc.580,237$13.8M1.8%new13F-HRTimeline
Milestone Investment Advisors LLC570,127$13.6M3.54%-15,10213F-HRTimeline
Zhang Financial LLC568,259$13.5M0.62%+76,61213F-HRTimeline
Opes Wealth Management LLC559,877$13.3M2.37%+20,63113F-HRTimeline
Bond & Devick Financial Network, Inc.543,808$13M4.31%+17,20413F-HRTimeline
Passive Capital Management, LLC.540,099$12.9M4%-5,76513F-HRTimeline
Weinberger Asset Management, Inc532,427$12.7M4.9%-8,44013F-HRTimeline
TPG Advisors LLC524,270$12.5M9.04%+5,98813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…519,812$12.4M0.01%+5,62413F-HRTimelineGroup
Spinnaker Investment Group, LLC519,324$12.4M2.91%-51,43813F-HRTimeline
Prosperitas Financial LLC517,216$12.3M5.79%-86,30913F-HRTimeline
IFP Advisors, Inc516,353$12.3M0.35%+10,16713F-HRTimeline
Sequoia Financial Advisors, LLC515,890$12.3M0.08%-21,62513F-HRTimeline
Madison Wealth Partners, Inc515,735$12.3M2.68%-14,70813F-HRTimeline
Wedmont Private Capital509,143$12.3M0.52%+16,37713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.510,992$12.2M0.55%+3,75013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC509,428$12.1M0.01%+229,78613F-HRTimelineGroup
Empower Advisory Group, LLC506,851$12.1M0.04%-75,12313F-HRTimeline
Meridian Wealth Management, LLC483,046$11.5M0.49%-33,16713F-HRTimeline
HORAN Wealth, LLC482,739$11.5M3.52%13F-HRTimeline
MOTIVE WEALTH ADVISORS479,748$11.4M5.21%013F-HRTimeline
D.B. Root & Company, LLC478,355$11.4M3.37%-3,87713F-HRTimeline
TruWealth Advisors, LLC472,490$11.3M0.62%+8,59113F-HRTimeline
Elm Partners Management LLC471,726$11.2M0.52%+382,14013F-HR/ATimeline
VSM Wealth Advisory, LLC469,414$11.2M3.69%-7,67613F-HRTimeline
Everhart Financial Group, Inc.464,093$11.1M1.28%+7,27013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC457,300$10.9M<0.01%+19,93913F-HRTimelineGroup
Beacon Wealthcare LLC453,641$10.8M4.08%-5,46813F-HRTimeline
Peak Financial Management, Inc.453,293$10.8M3.07%+14,29213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co451,611$10.8M<0.01%-830,66713F-HRTimelineGroup
Brooklyn FI, LLC451,216$10.8M2.76%-44,64213F-HRTimeline
Waldron Private Wealth LLC450,000$10.7M0.47%013F-HRTimeline
NewEdge Advisors, LLC446,488$10.6M0.05%-1,87213F-HRTimeline
Family Firm, Inc.441,861$10.5M2.54%+12,73213F-HRTimeline
Alliance Wealth Management Group428,601$10.2M2.6%+16,95213F-HRTimeline
Towercrest Capital Management428,601$10.2M1.82%+16,95213F-HRTimeline
Davidson Kahn Capital Management, LLC423,629$10.1M6.49%+46,14913F-HRTimeline
Summit Financial, LLC421,032$10M0.23%+183,58413F-HRTimeline
Liberty Capital Management, Inc.416,347$9.92M2%+8,38113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…415,324$9.9M0.22%-253,67913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC413,848$9.86M0.13%-11,48113F-HRTimeline
Apriem Advisors412,412$9.83M1.04%-4,15813F-HRTimeline
Five Oceans Advisors410,381$9.78M4.17%-40013F-HRTimeline
CWM, LLCin group CWM, LLC401,205$9.56M0.03%-2,53613F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC392,406$9.35M0.11%+32,25513F-HRTimeline
SRH ADVISORS, LLC387,800$9.24M2.81%+1613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC387,281$9.23M0.08%+66,23413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co385,570$9.19M0.11%+5,38413F-HRTimelineGroup
Wrenne Financial Planning LLC364,072$8.68M4.06%+110,61213F-HRTimeline
Rockbridge Investment Management, LCC359,342$8.56M0.92%-2,13113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…354,112$8.44M0.02%+195,84513F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.352,527$8.4M<0.01%-2,41113F-HRTimeline
Cresset Asset Management, LLC347,502$8.28M0.04%-64,37913F-HR/ATimeline
Embree Financial Group345,529$8.23M1.24%-5,03913F-HRTimeline