Skip to content
Disclosery

SCHD SCHWAB STRATEGIC TR

Follow

COM (fund)

2,112 managers (2,136 13F filers) reported a position in SCHD shares at 2026-06-30, 834,514,178 shares in all. 161 filers opened a position and 77 filers sold out during the quarter.

Managers
2,112
13F filers
2,136
New
161
Added
1,070
Reduced
638
Sold out
77
Shares held by filers
834,514,178

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SUMITOMO LIFE INSURANCE CO59,569,934$1.89B30.88%+14,119,93413F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.47,138,834$1.51B4.35%-36,045,23413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,964,374$1.14B0.07%+5,102,12013F-HRTimelineGroup
LPL Financial LLC33,495,236$1.06B0.24%+2,633,63513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,882,415$884M0.05%+1,546,30213F-HRTimelineGroup
Cetera Investment Advisers25,487,103$808M0.74%+1,302,58013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,067,002$573M0.16%+886,91813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,833,750$566M+452,568Timeline
UBS Group AGgroup of 2 filers holding14,516,193$460M-368,193Timeline
Wealthspire Advisors, LLC13,574,503$430M2.37%+263,05713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,398,710$425M0.23%-336,00413F-HRTimelineGroup
Wealthfront Advisers LLC12,619,208$400M0.77%-188,63413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,007,943$349M0.06%+2,352,00213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,869,562$345M0.41%+1,315,83413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,190,067$323M0.06%+891,33413F-HRTimelineGroup
Cassaday & Co Wealth Management LLC9,917,423$314M5.91%+348,39713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,607,085$305M0.38%+162,61313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,187,261$260M0.05%+294,36713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,973,748$221M0.23%-632,57113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,750,017$214M0.44%+1,381,43413F-HRTimeline
Cambridge Investment Research Advisors,…6,650,047$211M0.47%+106,73413F-HR/ATimeline
Keystone Financial Planning, Inc.6,250,349$198M51.09%-513,35813F-HRTimeline
CIBC WORLD MARKET INC.6,233,348$198M0.33%+75,58113F-HRTimeline
Avantax Planning Partners, Inc.5,394,015$171M4.26%-113,54213F-HRTimeline
HHM Wealth Advisors, LLC5,312,613$168M16.96%+156,10713F-HRTimeline
HighTower Advisors, LLC5,226,355$166M0.16%+91,69413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,932,758$158M0.06%+1,077,76213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,807,434$155M0.26%-172,35113F-HRTimeline
Creative Planningin group Creative Planning4,737,864$150M0.09%+339,82613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,471,583$142M0.47%+634,79213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding4,021,674$128M+148,327Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,890,026$124M0.01%-422,24913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,267,086$104M+207,389Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,261,496$103M0.12%+82,20113F-HRTimelineGroup
Berger Financial Group, Inc3,205,319$102M5.2%+210,21013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,062,691$97.1M+186,275Timeline
Cresset Asset Management, LLC2,989,722$94.8M0.35%+179,53213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,835,812$89.9M0.11%+538,64213F-HR/ATimeline
Valmark Advisers, Inc.2,632,336$83.5M0.89%-33,32513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,522,251$80M0.1%+19,84813F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding2,421,684$76.8M-103,751Timeline
Golden Reserve Retirement LLC2,339,310$74.2M11.68%+51,65613F-HRTimeline
Asset Advisors Investment Management, L…2,326,736$73.8M6.77%-191,82713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,324,517$73.7M0.06%+19,07913F-HRTimelineGroup
MAI Capital Management2,289,163$72.6M0.28%-15,69213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,080,899$66M0.09%+61,54713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,075,065$65.8M0.13%+443,22113F-HRTimelineGroup
Summit Asset Management, LLC2,068,062$65.6M8.4%+7,65813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,054,311$65.1M0.88%+128,83813F-HRTimeline
Waverly Advisors, LLC2,043,019$64.8M0.38%+296,60113F-HRTimeline
D.A. DAVIDSON & CO.1,955,264$62M0.34%-1,89213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,953,598$61.9M6.19%+8,30613F-HRTimeline
Spinnaker Investment Group, LLC1,933,604$61.3M9.82%+218,10513F-HRTimeline
Summit Financial Wealth Advisors, LLC1,925,060$61M7.81%+3,33913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,921,962$60.9M0.34%+9,91513F-HRTimelineGroup
CVA Family Office, LLC1,906,589$60.5M5.47%-5,02113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,889,445$59.9M0.6%+1,124,54013F-HRTimelineGroup
Allied Investment Advisors, LLC1,871,398$59.3M7.45%+54,77313F-HRTimeline
BOKF, NAin group BOKF, NA1,869,323$59.3M0.82%+58,65613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,868,823$59.3M0.66%+61,06113F-HRTimelineGroup
Focus Financial Network, Inc.1,818,289$57.7M1.78%-164,88513F-HRTimeline
Main Street Financial Solutions, LLC1,816,438$57.6M3.7%+90,76513F-HRTimeline
Whelan Financial1,788,794$56.7M15.45%+13,33213F-HRTimeline
HB Wealth Management, LLC1,780,558$56.5M0.32%+137,40213F-HRTimeline
MCF Advisors LLC1,776,276$56.3M2.01%-62,37113F-HRTimeline
Beacon Pointe Advisors, LLC1,759,557$55.8M0.26%-1,90313F-HRTimeline
Steward Partners Investment Advisory, L…1,719,889$54.5M0.28%+118,31713F-HRTimeline
Scott Capital Advisors, LLC1,718,381$54.5M8.53%-10,78813F-HRTimeline
Northwest Quadrant Wealth Management, L…1,718,037$54.5M10.09%+75,15113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,708,472$54.2M16.95%-14,48713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,699,724$53.9M1.44%-30,01013F-HRTimeline
Keudell/Morrison Wealth Management1,690,577$53.6M10.13%+159,94313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,688,134$53.5M0.08%+19,13713F-HRTimeline
Sarver Vrooman Wealth Advisors1,661,097$53.4M31.82%+7,00213F-HRTimeline
CGC Financial Services, LLC1,641,970$52.1M11.71%+25,67413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,581,000$52M1.87%013F-HRTimeline
Leelyn Smith, LLC1,629,344$51.7M6.28%+42,38613F-HRTimeline
CHOREO, LLC1,613,157$51.2M0.56%-47,36913F-HRTimeline
Noble Family Wealth, LLC1,605,116$50.9M9.11%+100,06113F-HRTimeline
Integrated Wealth Concepts LLC1,591,785$50.5M0.25%+491,45213F-HRTimeline
Evergreen Advisors, LLC1,568,137$49.7M10.61%+17,05713F-HRTimeline
PINNACLE ASSOCIATES LTD1,527,109$48.4M0.53%+57,42013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,514,996$48M5.05%-11,95413F-HRTimeline
Farther Finance Advisors, LLC1,505,767$47.7M0.37%+162,03613F-HRTimeline
Merit Financial Group, LLC1,496,093$47.4M0.29%-39,01113F-HR/ATimeline
Curran Financial Partners, LLC1,490,202$47.3M7.03%+118,95613F-HRTimeline
Janney Montgomery Scott LLC1,464,701$46.4M0.09%+57,98313F-HRTimeline
Cedar Wealth Management, LLC1,435,868$45.5M11.71%-1,89313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,421,380$45.1M0.44%-165,74813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,371,794$43.5M0.26%+108,25713F-HRTimelineGroup
Aptus Capital Advisors, LLC1,313,803$41.7M0.3%-5,89713F-HRTimeline
ForthRight Wealth Management, LLC1,297,540$41.1M10.53%+7,39713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,263,410$40.1M+657,065Timeline
Private Advisor Group, LLC1,255,770$39.8M0.18%-175,02813F-HRTimeline
Apriem Advisors1,230,371$39M3.38%+111,17513F-HRTimeline
Intergy Private Wealth, LLC1,228,413$39M9%+74,32713F-HRTimeline
CRA Financial Services, LLC1,220,811$38.7M4.46%+32,39413F-HRTimeline
Coastal Bridge Advisors, LLC1,213,720$38.5M2.38%+55,42113F-HRTimeline
First Command Advisory Services, Inc.1,206,375$38.3M0.23%+26,81113F-HRTimeline
Qube Research & Technologies Ltd1,191,565$37.8M0.04%+1,149,78713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,189,016$37.7M0.75%+9,53013F-HRTimeline
Steele Capital Management, Inc.1,169,147$37.1M1.36%+42,57313F-HRTimeline
ALBION FINANCIAL GROUP /UT1,164,512$36.9M2.14%+153,07913F-HRTimeline
LVW Advisors, LLC1,158,802$36.7M3.17%-189,45313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,142,449$36.4M0.06%-123,41413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding1,113,713$35.3M-73,767Timeline
BLAIR WILLIAM & CO/IL1,108,518$35.2M0.09%+12,72513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,096,910$34.8M0.01%+131,84113F-HRTimelineGroup
eCIO, Inc.1,064,896$33.8M9.49%+47,28013F-HRTimeline
OneDigital Investment Advisors LLC1,064,829$33.8M0.29%+340,02513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,061,177$33.6M<0.01%+377,69113F-HRTimelineGroup
Savant Capital, LLC1,013,858$33.6M0.1%+867,34113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,042,013$33M5.52%+61,30813F-HRTimeline
NewEdge Advisors, LLC1,039,042$32.9M0.1%+117,54413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.1,029,470$32.6M0.52%+31,72813F-HRTimeline
Aspire Capital Advisors LLC990,458$31.4M6.12%+9,65813F-HRTimeline
Sanctuary Advisors, LLC986,443$31.3M0.15%+75,00013F-HRTimeline
Allworth Financial LP985,149$31.2M0.13%-510,14813F-HRTimeline
Stonehearth Capital Management, LLC969,332$30.7M10.49%+326,07113F-HRTimeline
Financial Insights, Inc.965,398$30.6M8.06%+24,34813F-HRTimeline
REGIMEN WEALTH, LLC945,328$30M8.08%+16,98113F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.940,642$29.8M9.2%+69,46013F-HRTimeline
Newman Dignan & Sheerar, Inc.938,972$29.8M5.69%-54413F-HRTimeline
Eagle Capital Management, LLC934,410$29.6M10.12%+5,17713F-HRTimeline
American Financial Advisors, LLC930,420$29.5M3.55%-444,73413F-HRTimeline
MANNING & NAPIER ADVISORS LLC922,147$29.4M0.38%+33,01113F-HRTimeline
Sigma Planning Corp924,059$29.3M0.74%+54,19213F-HRTimeline
Carolina Wealth Management Inc909,270$28.8M13.26%13F-HRTimeline
Regal Investment Advisors LLC906,142$28.7M1.49%-2,67713F-HRTimeline
Souders Financial Advisors887,309$28.1M2.83%-175,52913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC878,572$27.9M0.08%+1,33713F-HRTimelineGroup
FMR LLCin group FMR LLC877,326$27.8M<0.01%+113,31713F-HRTimelineGroup
Ausdal Financial Partners, Inc.874,061$27.7M1.09%-92,87513F-HRTimeline
Capital Advantage, Inc.873,130$27.7M3.38%+60313F-HRTimeline
SRH ADVISORS, LLC873,081$27.7M7.05%-7,41613F-HRTimeline
CENTRAL TRUST Co869,659$27.6M0.5%-19,55713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding867,109$27.5M+14,924Timeline
Tradition Wealth Management, LLC858,029$27.2M1.66%+30,73913F-HRTimeline
AdvisorNet Financial, Inc850,999$27M1.23%+44,76013F-HRTimeline
Walker Financial Services, Inc.842,806$26.7M8.27%-47,83413F-HRTimeline
White Lighthouse Investment Management …835,391$26.5M3.3%+150,64813F-HRTimeline
DAGCO, INC.822,011$26.1M4.82%+39,92713F-HRTimeline
Ledyard National Bank821,527$26.1M2.09%+19,36613F-HRTimeline
PFG Advisors820,421$26M1.31%-277,92113F-HRTimeline
Modern Wealth Management, LLC818,307$25.9M0.31%+101,13413F-HRTimeline
Joule Financial, LLC812,806$25.8M6.99%+1,52513F-HRTimeline
McCarthy Asset Management, Inc.805,382$25.5M12.1%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC791,541$25.1M0.46%+51,69113F-HRTimeline
MGO ONE SEVEN LLC789,473$25M0.41%+56,82313F-HRTimeline
WIT, LLC786,995$25M0.4%013F-HRTimeline
MJT & Associates Financial Advisory Gro…762,215$24.2M15.99%+5,55413F-HRTimeline
Elite Financial, Inc.753,185$23.9M9.65%+6,30413F-HRTimeline
Advisory Services Network, LLC753,060$23.9M0.27%+28,89413F-HRTimeline
Arkadios Wealth Advisors752,164$23.9M0.37%+180,24613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC731,730$23.7M3.67%-52,80013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …746,454$23.7M0.45%+29,10813F-HRTimelineGroup
Arax Advisory Partners746,317$23.7M0.16%+513,10413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC744,672$23.6M0.17%-120,76513F-HRTimeline
Asset Allocation & Management Company, …739,872$23.5M7.64%+374,15413F-HRTimeline
Weitzel Financial Services, Inc.709,142$22.8M7.76%+25,66513F-HRTimeline
IFP Advisors, Inc712,723$22.6M0.41%+17,53613F-HRTimeline
Powers Advisory Group, LLC710,781$22.5M7.06%+27,09413F-HRTimeline
Southland Equity Partners LLC706,182$22.4M3.92%+16,52513F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.705,544$22.4M0.16%+56,54413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC692,830$22M0.35%+2,59213F-HRTimeline
Curi Capital, LLC685,875$21.7M0.34%-23,34413F-HRTimeline
Asset Allocation Strategies LLC685,427$21.7M3.35%+23,63213F-HRTimeline
Montis Financial, LLC672,864$21.3M4.36%+77,65813F-HRTimeline
Global Retirement Partners, LLC672,307$21.3M0.33%13F-HRTimeline
Venture Visionary Partners LLC669,580$21.2M0.59%-15,00813F-HRTimeline
Graves Light Lenhart Wealth, Inc.666,565$21.1M1.97%-6,53213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC655,779$20.8M0.01%+256,87113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…645,546$20.5M0.03%+24,87313F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC642,281$20.4M4.19%-102,02113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC641,163$20.3M0.01%-62613F-HRTimelineGroup
EQUITABLE TRUST CO637,710$20.2M0.84%-10,31513F-HRTimeline
Everest Financial Group LLC637,000$20.2M2.74%-83,19513F-HRTimeline
DAVENPORT & Co LLC636,665$20.2M0.1%-12,27413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC633,855$20.1M0.07%-8,71713F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC633,731$20.1M1.56%+27,00313F-HRTimeline
Legacy Edge Advisors, LLC632,796$20.1M1.84%+5,28413F-HR/ATimeline
Integrated Advisors Network LLC632,744$20.1M0.92%-11,56613F-HRTimeline
Advisory Alpha, LLC632,443$20.1M0.49%+8,51613F-HRTimeline
LongView Wealth Management629,765$20M5.12%-33,63713F-HRTimeline
Global Wealth Management, LLC628,850$19.9M10.15%+10,81513F-HRTimeline
Prosperity Consulting Group, LLC617,652$19.6M0.74%-32,66013F-HRTimeline
Brady Martz Wealth Solutions, LLC616,226$19.5M2.95%-3,90313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…614,431$19.5M1.16%+7,01313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…610,039$19.3M11.79%-29,79113F-HRTimeline
Principle Wealth Partners LLC609,404$19.3M0.95%-35,39713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC603,599$19.1M0.36%+177,21413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC602,649$19.1M7.15%+22,19113F-HRTimeline
&PARTNERS598,106$19M0.08%+69,86913F-HRTimeline
Integrated Investment Consultants, LLC597,717$19M3.73%-4,25513F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …595,950$18.9M0.01%+114,00013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC595,933$18.9M0.01%+346,00913F-HRTimelineGroup
MORTON COMMUNITY BANK590,596$18.7M3.81%-2,31813F-HRTimeline
Kohmann Bosshard Financial Services, LLC585,877$18.6M1.58%-41,68313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC584,465$18.5M1.6%-58,60213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC578,519$18.3M2.87%+73313F-HRTimeline