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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,307 managers (1,317 13F filers) reported a position in SCHB shares at 2025-12-31, 478,349,293 shares in all. 72 filers opened a position and 37 filers sold out during the quarter.

Managers
1,307
13F filers
1,317
New
72
Added
485
Reduced
472
Sold out
37
Shares held by filers
478,349,293

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC53,564,291$1.4B3.14%-1,533,69613F-HRTimeline
Betterment LLC16,156,262$424M0.81%-347,85113F-HRTimeline
REBALANCE, LLC14,963,211$392M22.94%+483,14413F-HRTimeline
SCS Capital Management LLC11,909,368$312M3.31%-290,55513F-HRTimeline
Strid Group, LLC8,716,818$229M28.46%+61713F-HRTimeline
HighTower Advisors, LLC8,631,797$226M0.25%+854,80013F-HRTimeline
Evensky & Katz LLC8,280,843$217M12.25%-212,11813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,726,247$203M17.07%-731,21613F-HRTimeline
Hanson & Doremus Investment Management7,007,872$184M22.09%+493,81513F-HRTimeline
HB Wealth Management, LLC6,688,619$175M1.14%-5,47013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,193,890$162M3.07%-140,32013F-HRTimeline
Evergreen Advisors, LLC6,167,435$162M39.45%13F-HRTimeline
HT Partners LLC6,082,785$160M47.44%-5,57413F-HRTimeline
AlphaCore Capital LLC5,810,478$152M3.42%-292,08613F-HRTimeline
TruNorth Capital Management, LLC5,090,429$134M25.34%+19,11813F-HRTimeline
HHM Wealth Advisors, LLC5,037,648$132M15.59%-167,23813F-HRTimeline
Accredited Investors Inc.4,719,541$124M6.57%-86,40513F-HRTimeline
Mariner, LLCin group Mariner, LLC4,454,313$117M0.14%+164,38413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,368,067$115M+2,964,357Timeline
CAPTRUST FINANCIAL ADVISORS4,236,900$111M0.21%+849,41713F-HRTimeline
Morton Brown Family Wealth, LLC3,847,441$101M27.48%+18,36413F-HRTimeline
Creative Planningin group Creative Planning3,807,645$99.9M0.07%+1,557,55313F-HRTimelineGroup
Compass Financial Group, INC/SD3,648,642$95.7M13.67%+262,11113F-HRTimeline
MANCHESTER FINANCIAL INC3,432,268$90M16.84%-19,76313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,217,149$84.4M0.01%+20,81613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,212,483$84.3M0.01%+74,78713F-HRTimelineGroup
Ballentine Partners, LLC3,209,293$84.2M1.18%-28,06013F-HRTimeline
Summit Financial Strategies, Inc.3,183,036$83.5M6.86%-359,11613F-HRTimeline
HBK Sorce Advisory LLC3,106,134$82.8M1.9%-40,97113F-HRTimeline
Waverly Advisors, LLC3,019,866$79.2M0.64%+127,08513F-HRTimeline
LPL Financial LLC2,849,530$74.7M0.02%+20,27613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,775,960$74.1M0.1%+320,00113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,821,059$74M+1,509,971Timeline
Asset Advisors Investment Management, L…2,809,236$73.7M6.8%-58213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,799,604$73.4M0.42%-63,81513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,743,356$72M0.01%+76,23513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC2,726,869$71.5M0.1%+5,18613F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC2,676,232$70.2M2.83%-11,38813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,667,904$70M0.11%-59,32013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,626,353$68.9M2.23%+1,590,22113F-HRTimelineGroup
Circle Wealth Management, LLC2,611,861$68.5M1.06%+1,38013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,597,862$68.1M11.49%-11,64813F-HRTimeline
Legacy Financial Strategies, LLC2,593,226$68M12.04%-90,52713F-HRTimeline
Bouchey Financial Group, Ltd.2,552,924$67M5.02%-5,765,46213F-HRTimeline
MYECFO, LLC2,481,049$65.1M27.62%+63,49613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,395,633$62.8M0.04%+108,93913F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,362,355$62M0.94%-104,74713F-HRTimeline
Winthrop Advisory Group LLC2,294,238$60.2M5.1%-14,31513F-HR/ATimeline
Aptus Capital Advisors, LLC2,182,505$57.2M0.49%+41,08213F-HRTimeline
Sunburst Financial Group, LLC2,126,176$55.8M11.28%+39,32113F-HRTimeline
Caprock Group, LLC2,083,220$54.6M1.15%-121,56413F-HRTimeline
WBH ADVISORY INC2,032,771$53.3M3.95%+13,68213F-HRTimeline
Quantinno Capital Management LP1,993,156$52.3M0.11%+326,06913F-HRTimeline
Ethos Financial Group, LLC1,956,507$51.3M3.79%-115,67413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,947,760$51.1M0.01%-472,08313F-HRTimelineGroup
Compass Advisory Group LLC1,930,589$50.6M13.68%-4,93213F-HRTimeline
Bluespring Wealth Management, LLC1,806,946$47.4M4.08%-33,31113F-HRTimeline
Capital Management Associates, Inc1,779,549$46.7M10.32%+2,06513F-HRTimeline
Cambridge Investment Research Advisors,…1,778,973$46.7M0.12%+466,24113F-HRTimeline
Roundview Capital LLC1,691,550$44.4M2.73%+54,89213F-HRTimeline
CWM, LLCin group CWM, LLC1,648,774$43.2M0.12%+1,241,37413F-HRTimelineGroup
Genesee Capital Advisors, LLC1,638,747$43M17.3%+191,18413F-HRTimeline
Members Advisory Group LLC1,597,065$41.9M15.79%-169,04913F-HRTimeline
Boulder Wealth Advisors, LLC1,586,333$41.6M17.59%+13,59213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,576,053$41.3M0.06%-5,74713F-HRTimelineGroup
Cape Investment Advisory, Inc.1,564,367$41M12.62%+1,551,60613F-HRTimeline
Appalachian Capital Management Ltd1,556,042$40.8M32.7%13F-HRTimeline
Jaffetilchin Investment Partners, LLC1,546,021$40.6M2.37%+1,50113F-HRTimeline
Leading Edge Financial Planning LLC1,518,271$39.8M9.07%+123,86013F-HRTimeline
Modern Wealth Management, LLC1,485,850$39M0.71%-33,08613F-HRTimeline
Allworth Financial LP1,410,115$37M0.15%+5,64913F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,388,726$37M17.28%+163,20513F-HRTimeline
Legacy Private Trust Co.1,332,535$35M2.06%-6,61213F-HRTimeline
OneDigital Investment Advisors LLC1,332,291$34.9M0.34%-48,65513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,273,878$33.4M0.01%-162,71113F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC1,273,539$33.4M11%+39813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,267,269$33.2M<0.01%+49,08413F-HRTimelineGroup
WT Wealth Management1,193,268$31.3M9%-28,03313F-HRTimeline
SYM FINANCIAL Corp1,192,229$31.3M3.21%+167,18913F-HRTimeline
Retirement Planning Group, LLC1,180,968$31M1.02%-55,95613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,169,488$30.7M<0.01%+166,37513F-HR/ATimelineGroup
Pegasus Asset Management, Inc.1,167,103$30.6M9.42%+3,37513F-HR/ATimeline
MAI Capital Management1,165,113$30.6M0.18%+66,16513F-HRTimeline
Goepper Burkhardt LLC1,149,601$30.2M9.82%+38,16213F-HRTimeline
Phil A. Younker & Associates, Ltd.1,138,394$29.9M20.82%+67,67013F-HRTimeline
John Boyer, Inc.1,131,457$29.7M30.23%-69,37213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,131,271$29.7M0.02%+375,68313F-HRTimelineGroup
Gemmer Asset Management LLC1,124,612$29.5M2.28%-30,20113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,120,531$29.4M0.04%-2,10913F-HRTimelineGroup
Truepoint, Inc.1,116,699$29.3M0.66%-11,75413F-HRTimeline
Strategic Advisors LLC1,111,119$29.1M4.56%-22,78113F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,102,037$28.9M4%+24,97113F-HRTimeline
GSG Advisors LLC1,078,456$28.3M7.3%+7,69213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,073,612$28.2M19.23%+54,27113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,056,993$27.7M1.76%-1313F-HRTimeline
Facet Wealth, Inc.1,027,639$27.6M0.49%+15,69313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,028,172$27M0.55%+28,70113F-HRTimeline
Beacon Pointe Advisors, LLC1,002,656$26.3M0.18%+391,37313F-HRTimeline
Dodds Wealth, LLC984,749$25.8M6.33%+52,62313F-HRTimeline
Chicago Partners Investment Group LLC966,352$25.7M0.63%+14,41713F-HRTimeline
FMR LLCin group FMR LLC943,817$24.8M<0.01%-132,72613F-HRTimelineGroup
Strategic Financial Planning, Inc.939,186$24.6M14.02%-104,10613F-HRTimeline
Intelligence Driven Advisers, LLC925,147$24.3M3.47%-92,00813F-HRTimeline
ALLIANCEBERNSTEIN L.P.916,985$24.1M0.01%+405,65913F-HRTimeline
Great Lakes Retirement, Inc.913,151$24M2.49%+13,92813F-HRTimeline
Wynn Capital, LLC902,913$23.7M11.5%+15,41313F-HRTimeline
Meridian Wealth Partners, LLC895,438$23.5M3.24%-2,28113F-HRTimeline
Stonekeep Investments, LLC884,166$23.2M14.83%+47113F-HR/ATimeline
Schaeffer Financial LLC881,926$23.1M20.19%+3,61813F-HRTimeline
Global Wealth Management, LLC878,601$23M12.4%-75,40613F-HRTimeline
IMA Advisory Services, Inc.872,697$22.9M2.2%+41,74513F-HRTimeline
Breakwater Investment Management872,018$22.9M8.28%-15,18213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…856,512$22.5M7.5%+3,90413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP847,613$22.2M0.03%+73,11813F-HR/ATimelineGroup
Avior Wealth Management, LLC846,141$22.2M0.69%-2,12913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…826,795$21.7M0.13%-25,80213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC813,658$21.3M0.04%+8,54613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.808,847$21.2M0.03%-42,53413F-HRTimelineGroup
Nalls Sherbakoff Group, LLC808,772$21.2M15.3%-49,17113F-HRTimeline
Tanglewood Wealth Management, Inc.805,302$21.1M1.94%-116,11013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.804,988$21.1M2.09%-13,97613F-HRTimeline
Davis Capital Management800,037$21M14.44%+12,48713F-HRTimeline
Socha Financial Group, LLC799,561$21M10.23%-109,19513F-HRTimeline
Tradition Wealth Management, LLC797,963$20.9M1.5%-11,96413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC798,969$20.8M0.08%+4,23713F-HRTimelineGroup
Rothschild Wealth LLC777,682$20.4M1.96%new13F-HR/ATimeline
Cetera Investment Advisers768,449$20.2M0.02%+12,53313F-HRTimeline
Coastal Bridge Advisors, LLC740,530$19.4M1.45%-7,47713F-HRTimeline
Roble, Belko & Company, Inc736,840$19.3M2.53%-13,50813F-HRTimeline
LIBRA WEALTH LLC735,499$19.3M5.4%-17,70013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC726,836$19.1M0.25%-318,72113F-HRTimeline
MIdWestOne Financial Group, Inc.720,616$18.9M2.1%+115,90113F-HRTimeline
James J. Burns & Company, LLC718,097$18.8M2.6%+1,60913F-HRTimeline
Madden Advisory Services, Inc.696,588$18.3M7.35%-36,29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC696,254$18.3M0.02%+2,05213F-HRTimeline
Farther Finance Advisors, LLC662,755$17.4M0.19%+227,60213F-HRTimeline
Focus Financial Network, Inc.661,759$17.4M0.6%+11,57413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding660,081$17.3M-505,360Timeline
Compound Planning, Inc.657,681$17.3M0.51%+19,54013F-HRTimeline
Zhang Financial LLC648,395$17M0.63%-2,41113F-HRTimeline
Walker Financial Services, Inc.621,182$16.3M5.9%+193,69013F-HRTimeline
Christensen, King & Associates Investme…615,113$16.1M6.88%-4,97313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC605,024$15.9M2.33%-9,03913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC602,416$15.8M1.59%-16,09013F-HRTimeline
True North Advisors, LLC595,340$15.6M2.02%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …589,515$15.5M0.04%+111,61413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.586,053$15.4M4.33%+10,11613F-HRTimeline
Ashford Advisors, LLC577,324$15.1M3.32%-19,66013F-HRTimeline
&PARTNERS573,300$15.1M0.08%+483,85013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC570,724$15M<0.01%+31,27313F-HRTimelineGroup
VALICENTI ADVISORY SERVICES INC570,286$15M3.13%+14,73013F-HRTimeline
IFP Advisors, Inc569,737$14.9M0.34%+67,75813F-HRTimeline
Summit Trail Advisors, LLC561,342$14.7M0.25%+350,75613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV560,792$14.7M4.05%-24,52613F-HRTimeline
Opes Wealth Management LLC555,549$14.6M2.47%+4,41413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP552,053$14.5M0.01%-30,73513F-HRTimelineGroup
Milestone Investment Advisors LLC541,444$14.2M3.44%-22,87813F-HRTimeline
Spinnaker Investment Group, LLC533,580$14M2.54%-12,57513F-HRTimeline
Elgethun Capital Management531,780$13.9M2.41%-107,82713F-HRTimeline
Passive Capital Management, LLC.526,727$13.8M4.32%+2,12513F-HRTimeline
SigFig Wealth Management, LLC515,373$13.7M0.41%-13,25113F-HRTimeline
TPG Advisors LLC519,321$13.6M8.48%-23513F-HRTimeline
HORAN Wealth, LLC519,198$13.6M2.09%+1,61313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.513,185$13.5M0.56%+18613F-HRTimeline
Wedmont Private Capital502,881$13.4M0.46%+5,54413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…504,530$13.2M0.01%-4,45813F-HR/ATimelineGroup
Wealthspire Advisors, LLC500,567$13.1M0.1%-501,70513F-HRTimeline
Roger Wittlin Investment Advisory, LLC498,333$13.1M9.14%-90,63513F-HRTimeline
Davidson Kahn Capital Management, LLC496,485$13M6.77%+37,34013F-HRTimeline
NewEdge Advisors, LLC491,689$12.9M0.05%+8,95313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC489,962$12.9M0.11%+31,10413F-HRTimeline
Weinberger Asset Management, Inc481,787$12.6M4.55%-36,43213F-HRTimeline
TruWealth Advisors, LLC478,351$12.5M0.61%+6,32613F-HRTimeline
MOTIVE WEALTH ADVISORS475,614$12.5M5.31%-4,13413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding472,621$12.4M+55,245Timeline
Sequoia Financial Advisors, LLC469,139$12.3M0.07%-28,44613F-HRTimeline
Peak Financial Management, Inc.467,399$12.3M3.16%+9,03213F-HRTimeline
Meridian Wealth Management, LLC467,241$12.3M0.43%-18,34513F-HRTimeline
D.B. Root & Company, LLC461,068$12.1M2.95%-5,94513F-HRTimeline
VSM Wealth Advisory, LLC450,618$11.8M3.55%-7,95713F-HRTimeline
Waldron Private Wealth LLC450,000$11.8M0.47%013F-HRTimeline
Beacon Wealthcare LLC447,737$11.7M4.03%-4,36713F-HRTimeline
Liberty Capital Management, Inc.445,949$11.7M2.18%+19,89813F-HRTimeline
Brooklyn FI, LLC443,982$11.6M2.49%+2,15313F-HRTimeline
Everhart Financial Group, Inc.425,763$11.2M1.03%-25,99413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP414,355$10.9M<0.01%+52,32313F-HRTimelineGroup
Five Oceans Advisors409,952$10.8M3.8%-35413F-HRTimeline
Alliance Wealth Management Group408,391$10.7M2.35%-8,83613F-HRTimeline
Towercrest Capital Management408,391$10.7M1.69%-8,83613F-HRTimeline
Prime Capital Investment Advisors, LLC406,173$10.7M0.13%-6,49013F-HRTimeline
Apriem Advisors405,078$10.6M0.98%-7,55913F-HRTimeline
Destination Wealth Management402,252$10.6M0.28%+151,21713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…400,609$10.5M0.2%-3,65613F-HRTimelineGroup
Downshift Financial, LLC399,432$10.4M6.42%13F-HRTimeline
SRH ADVISORS, LLC395,503$10.4M2.99%+7,62213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co395,079$10.4M<0.01%-17,26613F-HRTimelineGroup
Wrenne Financial Planning LLC387,626$10.2M4.14%+11,98613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC387,321$10.2M0.08%-22,77413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding386,730$10.1M-8,571Timeline
Fiduciary Trust Coin group Fiduciary Trust Co375,635$9.85M0.11%-12013F-HRTimelineGroup