SCHWAB STRATEGIC TRUST - SCHB
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Funds
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ETF / Fund
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$12.86B
QoQ value delta ($000)
+$649.9M
(+5.32%)
Implied price effect (QoQ)
+3.56%
Shares
Total shares
476,716,310
QoQ shares delta
+7,967,976
(+1.7%)
Total shares held by funds (by quarter)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 10 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Wealthfront Advisers LLC | 1,404,991 | 53,564,291 | 3.14% |
| Betterment LLC | 423,779 | 16,156,262 | 0.81% |
| REBALANCE, LLC | 392,485 | 14,963,211 | 22.94% |
| Align Financial, LLC | 367,995 | 367,995 | 0.21% |
| SCS Capital Management LLC | 312,382 | 11,909,368 | 3.31% |
| Strid Group, LLC | 228,642 | 8,716,818 | 28.46% |
| HighTower Advisors, LLC | 226,412 | 8,631,797 | 0.25% |
| Evensky & Katz LLC | 217,207 | 8,280,843 | 12.25% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 202,659 | 7,726,247 | 17.07% |
| Hanson & Doremus Investment Management | 183,816 | 7,007,872 | 22.09% |
| HB Wealth Management, LLC | 175,442 | 6,688,619 | 1.13% |
| Forvis Mazars Wealth Advisors, LLC | 162,465 | 6,193,890 | 3.07% |
| Evergreen Advisors, LLC | 161,771 | 6,167,435 | 39.45% |
| HT Partners LLC | 159,551 | 6,082,785 | 47.44% |
| AlphaCore Capital LLC | 152,408 | 5,810,478 | 3.4% |
| TruNorth Capital Management, LLC | 133,521 | 5,090,429 | 25.34% |
| HHM Wealth Advisors, LLC | 132,137 | 5,037,648 | 15.55% |
| Accredited Investors Inc. | 123,793 | 4,719,541 | 6.57% |
| Mariner, LLC | 116,847 | 4,454,313 | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 111,133 | 4,236,900 | 0.21% |
| Morton Brown Family Wealth, LLC | 100,918 | 3,847,441 | 27.48% |
| Creative Planning | 99,874 | 3,807,645 | 0.07% |
| Compass Financial Group, INC/SD | 95,703 | 3,648,642 | 13.67% |
| MANCHESTER FINANCIAL INC | 90,028 | 3,432,268 | 16.83% |
| MORGAN STANLEY | 84,385 | 3,217,149 | 0.01% |