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Disclosery

SCHB SCHWAB STRATEGIC TR

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SHS (fund)

Filings received so far for Q3 2026: 80 13F filers report a position in SCHB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Sunburst Financial Group, LLC2,297,939$67.4M11.01%+31,32413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC1,524,591$45.1M18.35%+2,34613F-HRTimeline
Legacy Private Trust Co.1,249,599$36.6M2.02%-4,13513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,208,643$35.4M9.08%-17,60313F-HRTimeline
Davis Capital Management877,543$25.7M15.38%+27,05313F-HRTimeline
Intelligence Driven Advisers, LLC553,376$16.2M2.8%-1,09313F-HRTimeline
Wedmont Private Capital540,053$16.1M0.38%+1813F-HRTimeline
SigFig Wealth Management, LLC521,799$15.3M0.38%-2,13213F-HRTimeline
Farther Finance Advisors, LLC422,278$12.4M0.09%-5,63413F-HRTimeline
Beacon Wealthcare LLC416,101$12.2M3.87%-3,84013F-HRTimeline
Everhart Financial Group, Inc.398,459$11.7M0.72%-1,63513F-HRTimeline
Venture Visionary Partners LLC293,683$8.61M0.23%+38,32613F-HRTimeline
Successful Portfolios LLC209,368$6.24M2.88%+1,17813F-HRTimeline
Cambridge Financial Group, LLC166,962$4.84M1.52%013F-HRTimeline
Rosenberg Matthew Hamilton145,091$4.25M0.76%-39513F-HRTimeline
Financial Designs Corp139,518$4.09M2.11%+32,34313F-HRTimeline
Dorato Capital Management133,598$3.99M2.66%+36,23713F-HRTimeline
S.E.E.D. Planning Group LLC120,750$3.54M0.87%+1,22913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC118,619$3.48M0.98%+2,87913F-HRTimeline
RTD Financial Advisors, Inc.116,111$3.4M0.37%-2,79313F-HRTimeline
Ridgewood Investments LLC116,090$3.4M1.25%-59913F-HRTimeline
YHB Investment Advisors, Inc.111,446$3.27M0.21%+6,58013F-HRTimeline
RVW Wealth, LLC107,656$3.16M0.2%+58713F-HRTimeline
Boltwood Capital Management101,082$2.96M0.67%-1,55913F-HRTimeline
Wealth Group Ltd98,383$2.91M0.54%-4,06613F-HRTimeline
CX Institutional92,135$2.7M0.07%+4,75613F-HRTimeline
Great Waters Wealth Management85,827$2.52M0.23%-9,14413F-HRTimeline
Barden Capital Management, Inc.77,947$2.28M2.08%-7,36613F-HRTimeline
Exchange Bank75,250$2.21M1.36%-42613F-HRTimeline
Attessa Capital LLC48,135$1.41M0.61%013F-HRTimeline
Apella Capital, LLC45,299$1.35M0.02%+10,97813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.41,914$1.23M0.2%-3,32513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP38,998$1.14M0.08%013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC36,744$1.08M0.33%-30613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC34,174$1M0.68%+1413F-HRTimeline
LAWOOD & CO32,510$953K0.66%013F-HRTimeline
Veracity Capital LLC31,020$909K0.24%013F-HRTimeline
Capital Planning LLC30,216$886K0.24%013F-HRTimeline
Avidian Wealth Enterprises, LLC28,306$830K0.02%+5513F-HRTimeline
First Heartland Consultants, Inc.28,066$823K0.05%+7,23013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,594$779K0.15%-5413F-HRTimeline
Worth Asset Management, LLC25,075$735K0.21%+6,07313F-HRTimeline
Aletheian Wealth Advisors LLC22,072$647K0.26%013F-HRTimeline
Shira Ridge Wealth Management21,114$619K0.22%013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…20,500$601K0.39%013F-HRTimeline
Balefire, LLC18,840$552K0.09%013F-HRTimeline
Hardin Capital Partners, LLC18,188$533K0.26%-33313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC17,152$503K0.03%+2313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,390$480K0.04%-21813F-HRTimelineGroup
Bill Few Associates, Inc.15,426$452K0.09%013F-HRTimeline
Valeo Financial Advisors, LLC15,330$449K0.01%-11013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC14,535$426K0.01%new13F-HRTimeline
Versant Capital Management, Inc14,287$419K0.04%+3913F-HRTimeline
Gainplan LLC14,226$417K0.16%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,864$406K0.04%013F-HRTimeline
ZynergyRetirementPlanningLLC13,781$404K0.22%013F-HRTimeline
CoreCap Advisors, LLC13,600$399K0.01%-43,54713F-HRTimeline
KWMG, LLC13,130$385K0.03%+1,26213F-HRTimeline
Heartwood Wealth Advisors LLC12,993$381K0.03%013F-HRTimeline
JACOBS & CO/CA12,669$371K0.03%013F-HRTimeline
Echo45 Advisors LLC11,942$350K0.16%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,468$336K0.05%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,474$307K0.02%+4013F-HRTimeline
Red Spruce Capital, LLC9,507$279K0.1%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC9,431$276K0.08%+23513F-HRTimeline
Decker Wealth Management LLC8,700$255K0.05%013F-HRTimeline
Sherry Group, Inc.7,848$230K0.22%013F-HRTimeline
Parrish Capital LLC7,503$220K0.21%+46213F-HRTimeline
Mirador Capital Partners LP6,968$204K0.02%new13F-HRTimeline
Acropolis Investment Management, LLC6,630$194K0.01%-6013F-HRTimeline
Bangor Savings Bank4,880$143K0.01%+1213F-HRTimeline
Investors Research Corp4,018$118K0.02%013F-HRTimeline
GAMMA Investing LLC3,868$113K<0.01%013F-HRTimeline
Pacifica Partners Inc.2,900$85.2K0.03%-99613F-HRTimeline
Roxbury Financial LLC2,438$71.5K0.05%-58413F-HRTimeline
EASTERN BANK2,184$64K<0.01%013F-HRTimeline
Byrne Asset Management LLC2,026$59.5K0.03%+613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP303$8.88K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…37$1.06K<0.01%013F-HRTimeline
Planning Strategies Inc.10$293<0.01%new13F-HRTimeline