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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

1,313 managers (1,324 13F filers) reported a position in SCHB shares at 2026-03-31, 598,784,878 shares in all. 75 filers opened a position and 68 filers sold out during the quarter.

Managers
1,313
13F filers
1,324
New
75
Added
521
Reduced
487
Sold out
68
Shares held by filers
598,784,878

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
UBS Group AGgroup of 2 filers holding60,351,344$1.51B+55,983,277Timeline
Wealthfront Advisers LLC52,556,138$1.32B2.9%-1,008,15313F-HRTimeline
Betterment LLC15,717,854$395M0.75%-438,40813F-HRTimeline
REBALANCE, LLC15,082,487$379M21.98%+119,27613F-HRTimeline
SCS Capital Management LLC11,970,120$300M3.18%+60,75213F-HRTimeline
HighTower Advisors, LLC8,967,340$225M0.24%+335,54313F-HRTimeline
Strid Group, LLC8,648,946$217M26.9%-67,87213F-HRTimeline
Evensky & Katz LLC8,165,499$205M11.66%-115,34413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,722,465$194M16.93%-3,78213F-HRTimeline
Hanson & Doremus Investment Management7,041,153$177M20.33%+33,28113F-HRTimeline
HB Wealth Management, LLC6,595,221$166M1.07%-93,39813F-HRTimeline
Evergreen Advisors, LLC6,280,152$158M37.02%+112,71713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,230,006$156M2.97%+36,11613F-HRTimeline
HT Partners LLC6,181,453$155M46.99%+98,66813F-HRTimeline
AlphaCore Capital LLC5,353,704$134M3.19%-456,77413F-HRTimeline
TruNorth Capital Management, LLC5,210,739$131M25.07%+120,31013F-HRTimeline
HHM Wealth Advisors, LLC5,146,591$129M14.9%+108,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC4,996,510$125M0.15%+542,19713F-HRTimelineGroup
Accredited Investors Inc.4,607,337$116M6.23%-112,20413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,047,483$102M0.18%-189,41713F-HRTimeline
Morton Brown Family Wealth, LLC4,017,868$101M26.65%+170,42713F-HRTimeline
Compass Financial Group, INC/SD3,869,236$97.1M13.59%+220,59413F-HRTimeline
HBK Sorce Advisory LLC3,130,458$89M1.82%+24,32413F-HRTimeline
MANCHESTER FINANCIAL INC3,426,829$86M16.51%-5,43913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,370,368$84.6M0.01%+153,21913F-HRTimelineGroup
Ballentine Partners, LLC3,257,692$81.8M1.14%+48,39913F-HRTimeline
Creative Planningin group Creative Planning3,197,065$80.2M0.05%-610,58013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,194,228$80.2M0.01%-18,25513F-HRTimelineGroup
Waverly Advisors, LLC3,061,232$76.8M0.58%+41,36613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,969,874$74.5M0.36%+170,27013F-HRTimelineGroup
LPL Financial LLC2,908,036$73M0.02%+58,50613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,881,786$72.3M0.01%+138,43013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,819,140$70.8M-1,919Timeline
Quantinno Capital Management LP2,783,258$69.9M0.12%+790,10213F-HRTimeline
Asset Advisors Investment Management, L…2,762,273$69.3M6.61%-46,96313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,711,077$68M0.11%-15,79213F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC2,680,611$67.3M2.92%+4,37913F-HRTimeline
Summit Financial Strategies, Inc.2,672,115$67.1M5.29%-510,92113F-HRTimeline
Circle Wealth Management, LLC2,636,237$66.2M0.94%+24,37613F-HRTimeline
Legacy Financial Strategies, LLC2,614,587$65.6M11.84%+21,36113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,591,924$65.1M11.18%-5,93813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,639,096$64.7M0.03%+243,46313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC2,568,121$64.5M0.94%+205,76613F-HRTimeline
Bouchey Financial Group, Ltd.2,451,793$64.4M4.72%-101,13113F-HRTimeline
MYECFO, LLC2,557,723$64.2M26.86%+76,67413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,531,564$63.5M0.09%-136,34013F-HRTimeline
Winthrop Advisory Group LLC2,395,034$60.1M4.91%+100,79613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,320,383$56.8M0.12%-455,57713F-HRTimeline
Aptus Capital Advisors, LLC2,232,961$56M0.47%+50,45613F-HRTimeline
Sunburst Financial Group, LLC2,174,288$54.6M10.5%+48,11213F-HR/ATimeline
WBH ADVISORY INC2,119,640$53.6M4.02%+86,86913F-HRTimeline
Caprock Group, LLC2,090,846$52.5M1.27%+7,62613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,062,916$51.8M0.01%+115,15613F-HR/ATimelineGroup
Ethos Financial Group, LLC2,026,333$50.9M3.72%+69,82613F-HRTimeline
Bluespring Wealth Management, LLC1,804,465$45.3M3.9%-2,48113F-HRTimeline
Capital Management Associates, Inc1,785,562$44.8M10.13%+6,01313F-HRTimeline
Cambridge Investment Research Advisors,…1,715,693$43.1M0.11%-63,28013F-HRTimeline
Allworth Financial LP1,703,309$42.8M0.17%+293,19413F-HRTimeline
CWM, LLCin group CWM, LLC1,693,122$42.5M0.11%+44,34813F-HRTimelineGroup
Roundview Capital LLC1,681,293$42.2M2.63%-10,25713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,502,092$41.8M17.46%+113,36613F-HRTimeline
Leading Edge Financial Planning LLC1,640,882$41.2M8.67%+122,61113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,639,622$41.2M0.06%+63,56913F-HRTimelineGroup
Genesee Capital Advisors, LLC1,629,524$40.9M17.14%-9,22313F-HRTimeline
Boulder Wealth Advisors, LLC1,617,555$40.6M16.21%+31,22213F-HRTimeline
Cape Investment Advisory, Inc.1,584,194$39.8M13.22%+19,82713F-HRTimeline
Members Advisory Group LLC1,583,312$39.7M13.63%-13,75313F-HRTimeline
Appalachian Capital Management Ltd1,573,653$39.5M31.62%+17,61113F-HRTimeline
Modern Wealth Management, LLC1,529,638$38.7M0.66%+43,78813F-HRTimeline
Tanglewood Wealth Management, Inc.1,534,891$38.5M3.19%+729,58913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,381,999$34.7M<0.01%+212,51113F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC1,351,921$33.9M2.02%-194,10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,301,632$32.7M0.05%+181,10113F-HRTimelineGroup
Legacy Private Trust Co.1,282,088$32.2M1.99%-50,44713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,266,881$31.8M10.63%-6,65813F-HRTimeline
Facet Wealth, Inc.1,249,750$31.4M0.54%+222,11113F-HRTimeline
MAI Capital Management1,240,262$31.1M0.18%+75,14913F-HRTimeline
SYM FINANCIAL Corp1,192,008$29.9M2.99%-22113F-HRTimeline
WT Wealth Management1,173,635$29.5M8.76%-19,63313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,195,358$29.2M<0.01%-71,91113F-HR/ATimelineGroup
Pegasus Asset Management, Inc.1,160,640$29.1M9.31%-6,46313F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,154,422$29M+494,341Timeline
John Boyer, Inc.1,146,898$28.8M28.78%+15,44113F-HRTimeline
Goepper Burkhardt LLC1,138,014$28.6M9.54%-11,58713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,118,377$28.1M0.43%+90,20513F-HRTimeline
Gemmer Asset Management LLC1,118,297$28.1M2.22%-6,31513F-HRTimeline
Strategic Advisors LLC1,108,104$27.8M4.62%-3,01513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,103,831$27.7M0.01%-170,04713F-HRTimelineGroup
Truepoint, Inc.1,097,551$27.5M0.61%-19,14813F-HRTimeline
GSG Advisors LLC1,093,847$27.5M7.13%+15,39113F-HRTimeline
Retirement Planning Group, LLC1,086,268$27.3M0.84%-94,70013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC1,080,467$27.1M18.35%+6,85513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,074,823$27M0.01%-56,44813F-HRTimelineGroup
FMR LLCin group FMR LLC1,067,461$26.8M<0.01%+123,64413F-HRTimelineGroup
Chicago Partners Investment Group LLC969,307$26.6M0.6%+2,95513F-HRTimeline
Phil A. Younker & Associates, Ltd.1,060,992$26.6M17.76%-77,40213F-HRTimeline
HORAN Wealth, LLC1,051,472$26.5M2.51%+532,27413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,022,101$25.7M1.64%-34,89213F-HRTimeline
Dodds Wealth, LLC1,007,848$25.3M6.21%+23,09913F-HRTimeline
ALLIANCEBERNSTEIN L.P.954,228$25M0.01%+37,24313F-HRTimeline
Beacon Pointe Advisors, LLC951,961$23.9M0.13%-50,69513F-HRTimeline
VALLEY NATIONAL ADVISERS INC938,323$23.6M3.05%-163,71413F-HRTimeline
Wynn Capital, LLC933,100$23.4M12.03%+30,18713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…847,358$23.4M7.81%-9,15413F-HRTimeline
Meridian Wealth Partners, LLC921,285$23.1M3.17%+25,84713F-HRTimeline
Stonekeep Investments, LLC915,310$23M14.89%+31,14413F-HRTimeline
Great Lakes Retirement, Inc.911,755$22.9M2.37%-1,39613F-HRTimeline
Schaeffer Financial LLC902,377$22.6M19.06%+20,45113F-HRTimeline
Avior Wealth Management, LLC863,449$21.7M0.61%+17,30813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP870,816$21.6M0.03%+23,20313F-HRTimelineGroup
Breakwater Investment Management858,181$21.5M8.01%-13,83713F-HRTimeline
IMA Advisory Services, Inc.853,890$21.4M2.09%-18,80713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC846,394$21.2M0.08%+47,42513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.845,194$21.2M0.03%+36,34713F-HRTimelineGroup
Davis Capital Management835,619$21M14.21%+35,58213F-HRTimeline
Global Wealth Management, LLC817,754$20.5M11.19%-60,84713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…802,522$20.2M0.12%-24,27313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC725,195$20.1M0.26%-1,64113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.799,554$20.1M2.02%-5,43413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC791,488$19.9M0.04%-22,17013F-HRTimelineGroup
Nalls Sherbakoff Group, LLC789,130$19.8M14.57%-19,64213F-HRTimeline
Walker Financial Services, Inc.784,673$19.7M6.74%+163,49113F-HRTimeline
Tradition Wealth Management, LLC777,734$19.5M1.39%-20,22913F-HRTimeline
Downshift Financial, LLC700,795$19.2M9.94%+301,36313F-HRTimeline
Socha Financial Group, LLC760,520$19.1M9.68%-39,04113F-HRTimeline
OneDigital Investment Advisors LLC755,449$19M0.19%-576,84213F-HRTimeline
Coastal Bridge Advisors, LLC734,966$18.4M1.31%-5,56413F-HRTimeline
LIBRA WEALTH LLC711,919$17.9M5.04%-23,58013F-HRTimeline
James J. Burns & Company, LLC709,503$17.8M2.42%-8,59413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC699,782$17.6M0.65%new13F-HRTimelineGroup
Focus Financial Network, Inc.699,691$17.6M0.63%+37,93213F-HRTimeline
Rothschild Wealth LLC698,473$17.5M1.58%-79,20913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC678,938$17M0.02%-17,31613F-HRTimeline
Roble, Belko & Company, Inc668,407$16.8M2.13%-68,43313F-HRTimeline
Zhang Financial LLC666,381$16.7M0.58%+17,98613F-HRTimeline
Compound Planning, Inc.658,318$16.5M0.51%+63713F-HRTimeline
Christensen, King & Associates Investme…614,671$15.4M6.62%-44213F-HRTimeline
Davidson Kahn Capital Management, LLC603,111$15.3M8.16%+106,62613F-HRTimeline
Bond & Devick Financial Network, Inc.608,266$15.3M4.26%+22,21313F-HRTimeline
Madden Advisory Services, Inc.602,540$15.1M5.96%-94,04813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC597,421$15M2.16%-7,60313F-HRTimeline
VALICENTI ADVISORY SERVICES INC597,107$15M3.27%+26,82113F-HRTimeline
&PARTNERS585,739$14.7M0.07%+12,43913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC578,083$14.5M1.43%-24,33313F-HRTimeline
IFP Advisors, Inc571,342$14.3M0.3%+1,60513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC570,329$14.3M<0.01%-39513F-HR/ATimelineGroup
Brooklyn FI, LLC566,840$14.2M2.99%+122,85813F-HRTimeline
Elgethun Capital Management566,645$14.2M2.35%+34,86513F-HRTimeline
Intelligence Driven Advisers, LLC563,390$14.1M2.47%-361,75713F-HRTimeline
Wedmont Private Capital540,015$14.1M0.45%+37,13413F-HRTimeline
Ashford Advisors, LLC529,754$14M3.27%-47,57013F-HRTimeline
Compass Advisory Group LLC557,051$14M3.74%-1,373,53813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP555,911$14M0.01%+3,85813F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV544,064$13.7M3.74%-16,72813F-HR/ATimeline
Opes Wealth Management LLC539,117$13.5M2.31%-16,43213F-HRTimeline
Milestone Investment Advisors LLC533,182$13.4M3.23%-8,26213F-HRTimeline
TPG Advisors LLC531,638$13.3M8.32%+12,31713F-HRTimeline
Passive Capital Management, LLC.528,214$13.3M3.96%+1,48713F-HRTimeline
SigFig Wealth Management, LLC522,955$13.1M0.38%+7,58213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.518,199$13M0.53%+5,01413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC507,068$12.7M0.1%+17,10613F-HRTimeline
True North Advisors, LLC504,798$12.7M1.44%-90,54213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…492,278$12.4M0.01%-12,25213F-HRTimelineGroup
Weinberger Asset Management, Inc488,077$12.3M4.59%+6,29013F-HRTimeline
Spinnaker Investment Group, LLC485,549$12.2M2.48%-48,03113F-HRTimeline
TruWealth Advisors, LLC484,717$12.2M0.58%+6,36613F-HRTimeline
Wealthspire Advisors, LLC480,277$12.1M0.09%-20,29013F-HRTimeline
MOTIVE WEALTH ADVISORS474,496$11.9M5.59%-1,11813F-HRTimeline
Meridian Wealth Management, LLC470,835$11.8M0.42%+3,59413F-HRTimeline
NewEdge Advisors, LLC470,267$11.8M0.04%-21,42213F-HR/ATimeline
Peak Financial Management, Inc.468,548$11.8M2.99%+1,14913F-HRTimeline
D.B. Root & Company, LLC461,496$11.6M2.77%+42813F-HRTimeline
Summit Trail Advisors, LLC452,615$11.4M0.16%-108,72713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …450,978$11.3M0.03%-138,53713F-HRTimelineGroup
Waldron Private Wealth LLC450,000$11.3M0.44%013F-HRTimeline
VSM Wealth Advisory, LLC446,978$11.2M3.35%-3,64013F-HRTimeline
Sequoia Financial Advisors, LLC439,073$11M0.06%-30,06613F-HRTimeline
Wrenne Financial Planning LLC435,387$10.9M4.29%+47,76113F-HRTimeline
Beacon Wealthcare LLC434,927$10.9M3.85%-12,81013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co428,446$10.8M<0.01%+33,36713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding427,030$10.7M-45,591Timeline
Everhart Financial Group, Inc.421,975$10.6M0.9%-3,78813F-HRTimeline
Farther Finance Advisors, LLC415,718$10.5M0.1%-247,03713F-HRTimeline
Prosperitas Financial LLC418,685$10.5M3.92%+84,51513F-HRTimeline
Five Oceans Advisors409,952$10.3M3.72%013F-HRTimeline
Apriem Advisors404,757$10.2M0.97%-32113F-HRTimeline
Alliance Wealth Management Group404,680$10.2M2.22%-3,71113F-HRTimeline
Towercrest Capital Management404,680$10.2M1.58%-3,71113F-HRTimeline
SRH ADVISORS, LLC394,977$9.91M2.84%-52613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…394,974$9.91M0.18%-5,63513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC394,390$9.9M0.11%-11,78313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC389,313$9.77M0.07%+1,99213F-HRTimeline
Madison Wealth Partners, Inc378,312$9.5M1.51%+9,19613F-HRTimeline
FFT WEALTH MANAGEMENT LLC373,629$9.38M1.7%-1213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co370,187$9.29M0.11%-5,44813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP365,380$9.17M<0.01%-48,97513F-HRTimelineGroup
Cetera Investment Advisers365,023$9.16M0.01%-403,42613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management363,639$9.13M0.1%+20,33213F-HRTimelineGroup
Cresset Asset Management, LLC361,908$9.08M0.04%+1,80013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC345,922$8.68M0.01%+813F-HRTimelineGroup