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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,205 managers (1,214 13F filers) reported a position in SCHB shares at 2025-09-30, 470,243,597 shares in all. 67 filers opened a position and 48 filers sold out during the quarter.

Managers
1,205
13F filers
1,214
New
67
Added
484
Reduced
451
Sold out
48
Shares held by filers
470,243,597

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC55,097,987$1.42B3.33%-1,262,96113F-HRTimeline
Betterment LLC16,504,113$424M0.84%-323,28513F-HRTimeline
REBALANCE, LLC14,480,067$372M22.46%+1,320,87913F-HRTimeline
SCS Capital Management LLC12,199,923$314M3.42%-23,47313F-HRTimeline
Strid Group, LLC8,716,201$224M28.48%+57,96413F-HRTimeline
Evensky & Katz LLC8,492,961$218M12.67%-287,37113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,457,463$217M18.56%+6,66913F-HRTimeline
Bouchey Financial Group, Ltd.8,318,386$214M16.48%+42,45913F-HRTimeline
HighTower Advisors, LLC7,776,997$200M0.23%+38,65813F-HRTimeline
HB Wealth Management, LLC6,694,089$172M1.17%+197,53213F-HRTimeline
Hanson & Doremus Investment Management6,514,057$167M21.08%+107,96113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,334,210$163M3.23%+85,40913F-HRTimeline
AlphaCore Capital LLC6,102,564$157M5.28%+149,10013F-HRTimeline
HT Partners LLC6,088,359$157M47.85%+41,20013F-HRTimeline
HHM Wealth Advisors, LLC5,204,886$134M15.48%-263,35413F-HRTimeline
TruNorth Capital Management, LLC5,071,311$130M25.79%+407,15213F-HRTimeline
Accredited Investors Inc.4,805,946$124M6.89%-77,73613F-HRTimeline
Arax Advisory Partners4,050,068$111M1.59%+3,877,99813F-HRTimeline
Mariner, LLCin group Mariner, LLC4,289,929$110M0.14%+72,71913F-HRTimelineGroup
Morton Brown Family Wealth, LLC3,829,077$98.4M28.25%-4,85513F-HRTimeline
Summit Financial Strategies, Inc.3,542,152$91.1M7.81%-154,75313F-HRTimeline
MANCHESTER FINANCIAL INC3,452,031$88.8M17.76%-78,60813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,387,483$87.1M0.18%-9,36013F-HRTimeline
Compass Financial Group, INC/SD3,386,531$87.1M13.09%+191,72913F-HRTimeline
Ballentine Partners, LLC3,237,353$83.2M1.16%-34,92613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,196,333$82.2M<0.01%-10,17413F-HR/ATimelineGroup
HBK Sorce Advisory LLC3,147,105$80.9M2.03%+62113F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,137,696$80.7M0.01%-113,23213F-HR/ATimelineGroup
Waverly Advisors, LLC2,892,781$74.4M0.74%+119,08913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,863,419$73.6M0.45%+556,19813F-HR/ATimelineGroup
LPL Financial LLC2,829,254$72.7M0.02%+71,35713F-HRTimeline
Asset Advisors Investment Management, L…2,809,818$72.2M6.84%-4,18413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,727,224$70.1M0.12%-143,18513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,721,683$70M0.09%-16,48713F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC2,687,620$69.1M2.8%+23,16413F-HRTimeline
Legacy Financial Strategies, LLC2,683,753$69M12.46%+138,00313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,667,121$68.6M0.01%+15,94813F-HRTimelineGroup
Circle Wealth Management, LLC2,610,481$67.1M1.31%-110,66613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,609,510$67.1M11.26%-7,34213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,467,102$63.4M1%-40,30613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,455,959$63.4M0.1%+195,41113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,419,843$62.2M0.01%+47,83113F-HRTimelineGroup
MYECFO, LLC2,417,553$62.2M28.28%+18,51713F-HRTimeline
Winthrop Advisory Group LLC2,308,553$59.4M5.19%+23,23313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,286,694$58.4M0.04%+173,11913F-HRTimelineGroup
Creative Planningin group Creative Planning2,250,092$57.8M0.04%+14,24013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,141,423$55.1M0.5%+7,90313F-HRTimeline
Caprock Group, LLC2,204,784$55M1.35%13F-HRTimeline
Sunburst Financial Group, LLC2,086,855$53.7M11.3%+4,00613F-HRTimeline
Ethos Financial Group, LLC2,072,181$53.3M4.18%+12,24313F-HRTimeline
WBH ADVISORY INC2,019,089$51.9M3.96%-6,79013F-HRTimeline
Compass Advisory Group LLC1,935,521$49.8M13.97%-498,11013F-HRTimeline
Bluespring Wealth Management, LLC1,840,257$47.3M4.12%-24,06813F-HRTimeline
Capital Management Associates, Inc1,777,484$45.7M12.35%+2,34313F-HRTimeline
Members Advisory Group LLC1,766,114$45.4M16.06%-4,10313F-HRTimeline
Quantinno Capital Management LP1,667,087$42.9M0.12%+432,49813F-HRTimeline
Roundview Capital LLC1,636,658$42.1M2.66%-3,20413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,581,800$40.7M0.06%+52,12513F-HRTimelineGroup
Boulder Wealth Advisors, LLC1,572,741$40.4M18.8%13F-HRTimeline
Jaffetilchin Investment Partners, LLC1,544,520$39.7M2.38%+4,94513F-HRTimeline
Modern Wealth Management, LLC1,518,936$39.1M0.77%+1,228,32713F-HRTimeline
Genesee Capital Advisors, LLC1,447,563$37.2M16.17%-66,85013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,436,589$36.9M0.01%+97,34513F-HRTimelineGroup
NorthCoast Asset Management LLC1,414,828$36.4M0.14%+197,62613F-HRTimeline
Allworth Financial LP1,404,466$36.1M0.16%-60,99313F-HRTimeline
UBS Group AGin group UBS Group AG1,403,710$36.1M0.01%+80,89913F-HRTimelineGroup
Leading Edge Financial Planning LLC1,394,411$35.9M9%+55,69213F-HRTimeline
OneDigital Investment Advisors LLC1,380,946$35.5M0.36%-132,16213F-HRTimeline
Weaver Capital Management LLC1,373,871$35.3M7.7%new13F-HRTimeline
Legacy Private Trust Co.1,339,147$34.4M2.06%-35,41713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,311,088$33.8M-154,992Timeline
Cambridge Investment Research Advisors,…1,312,732$33.8M0.09%-62,29113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,273,141$32.7M10.97%+12,09213F-HRTimeline
Retirement Planning Group, LLC1,236,924$31.8M1.1%-300,22713F-HRTimeline
Shilanski & Associates, Inc.1,229,744$31.6M8.4%+36,06213F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,225,521$31.5M19.41%+114,80613F-HRTimeline
WT Wealth Management1,221,301$31.4M9.04%-62,76813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,218,185$31.3M<0.01%+95,43013F-HR/ATimelineGroup
John Boyer, Inc.1,200,829$30.9M30.78%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,165,441$30M-973,336Timeline
Pegasus Asset Management, Inc.1,163,728$29.9M9.6%-12,89913F-HR/ATimeline
Gemmer Asset Management LLC1,154,813$29.7M2.39%-5,49713F-HRTimeline
Strategic Advisors LLC1,133,900$29.2M4.71%+29,56113F-HRTimeline
Truepoint, Inc.1,128,453$29M0.67%-7,35813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,122,640$28.9M0.05%-20,62113F-HRTimelineGroup
Goepper Burkhardt LLC1,111,439$28.6M9.74%+27,73513F-HRTimeline
MAI Capital Management1,098,948$28.3M0.18%-14,39413F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,077,066$27.7M4.29%-34,33513F-HRTimeline
FMR LLCin group FMR LLC1,076,543$27.7M<0.01%+87,24013F-HRTimelineGroup
GSG Advisors LLC1,070,764$27.6M7.31%-17,48413F-HRTimeline
Phil A. Younker & Associates, Ltd.1,070,724$27.5M21.09%+146,63913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,057,006$27.2M1.77%-7,24913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,045,557$26.9M0.36%-44013F-HRTimeline
Strategic Financial Planning, Inc.1,043,292$26.8M15.54%+60,49413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,036,132$26.6M0.98%-63,728,19213F-HRTimelineGroup
SYM FINANCIAL Corp1,025,040$26.4M2.82%+3,26513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,019,341$26.2M18.81%+19,39413F-HRTimeline
Intelligence Driven Advisers, LLC1,017,155$26.2M3.63%-23,17013F-HRTimeline
Facet Wealth, Inc.1,011,946$26M0.54%-1,62713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,003,113$25.8M<0.01%-77,84713F-HRTimelineGroup
Wealthspire Advisors, LLC1,002,272$25.8M0.13%+1,58013F-HRTimeline
HARBOUR INVESTMENTS, INC.999,471$25.7M0.58%+77,29213F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV980,783$25.3M4.8%+1,18313F-HRTimeline
Chicago Partners Investment Group LLC951,935$25.2M0.66%+23,10413F-HRTimeline
Global Wealth Management, LLC954,007$24.5M12.88%-43,92713F-HRTimeline
Dodds Wealth, LLC932,126$24M5.94%+55,16913F-HRTimeline
Tanglewood Wealth Management, Inc.921,412$23.7M2.2%-82613F-HRTimeline
Socha Financial Group, LLC908,756$23.4M9.87%-22,73213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC900,010$23.1M0.03%+725,40813F-HRTimelineGroup
Great Lakes Retirement, Inc.899,223$23.1M2.52%+36513F-HRTimeline
Meridian Wealth Partners, LLC897,719$23.1M3.18%+16,22613F-HRTimeline
Wynn Capital, LLC887,500$22.8M11.07%+16,91213F-HRTimeline
Breakwater Investment Management887,200$22.8M8.41%-48,86313F-HRTimeline
Stonekeep Investments, LLC883,695$22.7M14.4%+21,56513F-HRTimeline
Schaeffer Financial LLC878,308$22.6M20.47%+19,42113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…852,608$22.5M7.57%-88513F-HRTimeline
Nalls Sherbakoff Group, LLC857,943$22.1M14.88%+4,34013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…852,597$21.9M0.16%-10,65113F-HRTimelineGroup
Avior Wealth Management, LLC848,270$21.8M0.7%+4,18113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.851,381$21.7M0.03%+160,46713F-HRTimelineGroup
IMA Advisory Services, Inc.830,952$21.4M2.15%-21,22913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.818,964$21.1M2.15%-69,49513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/817,820$21M1.01%-3,99413F-HRTimeline
Tradition Wealth Management, LLC809,927$20.8M1.54%-4,26313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC805,112$20.7M0.04%+6,51813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC794,732$20.4M0.08%+3,75613F-HRTimelineGroup
Davis Capital Management787,550$20.2M14.03%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP774,495$19.9M0.03%+81,37413F-HRTimelineGroup
Cetera Investment Advisers755,916$19.4M0.02%+120,70413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC755,588$19.4M0.01%+246,16013F-HRTimelineGroup
LIBRA WEALTH LLC753,199$19.4M5.81%-8,22913F-HRTimeline
Roble, Belko & Company, Inc750,348$19.3M2.62%-10,96413F-HRTimeline
Coastal Bridge Advisors, LLC748,007$19.2M1.46%-3,98313F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV746,625$19.2M5.28%+7,57313F-HRTimeline
Madden Advisory Services, Inc.732,882$18.8M7.3%-25,11013F-HRTimeline
James J. Burns & Company, LLC716,488$18.4M2.75%+12,12013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC694,202$17.8M0.02%+2,48613F-HRTimeline
Zhang Financial LLC650,806$16.7M0.68%+82,54713F-HRTimeline
Focus Financial Network, Inc.650,185$16.7M0.6%-38,40313F-HRTimeline
Elgethun Capital Management639,607$16.4M2.98%-22,29413F-HRTimeline
Compound Planning, Inc.638,141$16.4M0.53%+8,76513F-HRTimeline
Christensen, King & Associates Investme…620,086$15.9M6.85%-4,24913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC618,506$15.9M1.66%-6,35713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC614,063$15.8M2.4%-5,39413F-HRTimeline
Beacon Pointe Advisors, LLC611,283$15.7M0.13%+415,20913F-HRTimeline
MIdWestOne Financial Group, Inc.604,715$15.5M1.89%+24,47813F-HRTimeline
Ashford Advisors, LLC596,984$15.3M3.4%-148,56013F-HRTimeline
Roger Wittlin Investment Advisory, LLC588,968$15.1M8.42%-31,72013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV585,318$15M4.3%-19,45913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP582,788$15M0.01%+1,24413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.575,937$14.8M4.45%+32,12913F-HRTimeline
Milestone Investment Advisors LLC564,322$14.5M3.6%-5,80513F-HRTimeline
VALICENTI ADVISORY SERVICES INC555,556$14.3M3.06%-40,31113F-HRTimeline
Opes Wealth Management LLC551,135$14.2M2.49%-8,74213F-HRTimeline
Elm Partners Management LLC549,968$14.1M0.57%+78,24213F-HR/ATimeline
Spinnaker Investment Group, LLC546,155$14M2.64%+26,83113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC539,451$13.9M<0.01%+82,15113F-HRTimelineGroup
Madison Wealth Partners, Inc530,124$13.6M2.69%+14,38913F-HRTimeline
SigFig Wealth Management, LLC528,624$13.5M0.42%-56,19113F-HRTimeline
Passive Capital Management, LLC.524,602$13.5M4.4%-15,49713F-HRTimeline
TPG Advisors LLC519,556$13.4M8.79%-4,71413F-HRTimeline
Weinberger Asset Management, Inc518,219$13.3M4.82%-14,20813F-HRTimeline
HORAN Wealth, LLC517,585$13.3M2.1%+34,84613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.512,999$13.2M0.56%+2,00713F-HRTimeline
ALLIANCEBERNSTEIN L.P.511,326$13.1M<0.01%+158,79913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…508,988$13.1M0.01%-10,82413F-HRTimelineGroup
IFP Advisors, Inc501,979$12.9M0.34%-14,37413F-HR/ATimeline
Wedmont Private Capital497,337$12.8M0.48%-11,80613F-HRTimeline
Sequoia Financial Advisors, LLC497,585$12.8M0.08%-18,30513F-HRTimeline
Meridian Wealth Management, LLC485,586$12.5M0.48%+2,54013F-HRTimeline
NewEdge Advisors, LLC482,736$12.4M0.06%+36,24813F-HRTimeline
MOTIVE WEALTH ADVISORS479,748$12.3M5.32%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …477,901$12.3M0.03%-28,95013F-HRTimelineGroup
TruWealth Advisors, LLC472,025$12.1M0.61%-46513F-HRTimeline
D.B. Root & Company, LLC467,013$12M3.05%-11,34213F-HRTimeline
Davidson Kahn Capital Management, LLC459,145$11.8M6.58%+35,51613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC458,858$11.8M0.1%+71,57713F-HRTimeline
VSM Wealth Advisory, LLC458,575$11.8M3.67%-10,83913F-HRTimeline
Peak Financial Management, Inc.458,367$11.8M3.12%+5,07413F-HRTimeline
Beacon Wealthcare LLC452,104$11.6M4.08%-1,53713F-HRTimeline
Everhart Financial Group, Inc.451,757$11.6M1.16%-12,33613F-HRTimeline
Waldron Private Wealth LLC450,000$11.6M0.47%013F-HRTimeline
Brooklyn FI, LLC441,829$11.4M2.55%-9,38713F-HRTimeline
Farther Finance Advisors, LLC435,153$11.2M0.17%+172,11213F-HRTimeline
Walker Financial Services, Inc.427,492$11M4.28%new13F-HRTimeline
Liberty Capital Management, Inc.426,051$11M2.06%+9,70413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding417,376$10.7M-1,934,649Timeline
Alliance Wealth Management Group417,227$10.7M2.39%-11,37413F-HRTimeline
Towercrest Capital Management417,227$10.7M1.72%-11,37413F-HRTimeline
Prime Capital Investment Advisors, LLC412,663$10.6M0.13%-1,18513F-HRTimeline
Apriem Advisors412,637$10.6M1%+22513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co412,345$10.6M<0.01%-39,26613F-HRTimelineGroup
Five Oceans Advisors410,306$10.5M3.88%-7513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC410,095$10.5M0.08%+17,68913F-HRTimeline
CWM, LLCin group CWM, LLC407,400$10.5M0.03%+6,19513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…404,265$10.4M0.21%-11,05913F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding395,301$10.2M+6,884Timeline
SRH ADVISORS, LLC387,881$9.97M2.91%+8113F-HRTimeline
FFT WEALTH MANAGEMENT LLC384,489$9.89M1.82%+59,09413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co375,755$9.66M0.11%-9,81513F-HRTimelineGroup