SCHD SCHWAB STRATEGIC TR

COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers: 2,126
13F filers: 2,150
New: 162
Added: 1,079
Reduced: 640
Sold out: 78
Shares held by filers: 834,800,965

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.

Holder	Shares	Value	% of portfolio	Change	Source
RETIREMENT INCOME SOLUTIONS, INC	7,992	$245K	0.04%	0	13F-HR Timeline
HERITAGE INVESTORS MANAGEMENT CORP	7,713	$245K	0.01%	-605	13F-HR Timeline
GUERRA PAN ADVISORS, LLC	7,707	$244K	0.14%	0	13F-HR Timeline
BIRCH FINANCIAL GROUP, LLC	7,678	$243K	0.13%	-145	13F-HR Timeline
Forefront Analytics, LLC	7,676	$243K	0.26%	-7,443	13F-HR Timeline
Ellevest, Inc.	7,424	$243K	0.03%	+359	13F-HR Timeline
Private Wealth Group, LLC	7,659	$243K	0.09%	new	13F-HR Timeline
Triangle Securities Wealth Management	7,648	$243K	0.05%	-500	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR ADVISORY CORP /MA/	7,626	$242K	0.06%	0	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	7,599	$241K	0.08%	0	13F-HR Timeline
Diligent Investors, LLC	7,600	$241K	0.05%	new	13F-HR Timeline
WNY Asset Management, LLC	7,524	$239K	0.02%	new	13F-HR Timeline
Copley Financial Group, Inc.	7,522	$239K	0.14%	-575	13F-HR Timeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …	7,506	$238K	0.12%	+4	13F-HR Timeline
Prospera Capital Management, LLC	7,382	$238K	0.07%	new	13F-HR Timeline
PUREfi Wealth, LLC	7,500	$238K	0.13%	-1,500	13F-HR Timeline
Approach Retirement Advisors, LLC	7,500	$238K	0.17%	0	13F-HR Timeline
Davis Wealth Advisors, LLC	7,497	$238K	0.18%	-2,705	13F-HR Timeline
Canopy Partners, LLC	7,486	$237K	0.07%	+15	13F-HR Timeline
Coppell Advisory Solutions LLC	13,535	$237K	0.03%	new	13F-HR Timeline
NORDEN GROUP LLC	7,482	$237K	0.02%	+23	13F-HR Timeline
MANCHESTER FINANCIAL INC	7,475	$237K	0.04%	-625	13F-HR Timeline
Alternative Investment Advisors, LLC.	7,472	$237K	0.09%	+81	13F-HR Timeline
Flavin Financial Services, Inc.	7,466	$237K	0.13%	+59	13F-HR Timeline
Veratis Advisors, Inc.	7,460	$237K	0.17%		13F-HR Timeline
Synergy Financial Group, LTD	7,433	$236K	0.17%	-171	13F-HR Timeline
VAQUERO PRIVATE WEALTH, LTD	7,433	$236K	0.05%		13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	7,407	$235K	0.02%	new	13F-HR Timeline
Trilogy Capital Inc.	7,387	$234K	0.01%	0	13F-HR Timeline
Pekin Hardy Strauss, Inc.	7,359	$233K	0.02%	new	13F-HR Timeline
Boulder Wealth Advisors, LLC	7,327	$232K	0.08%	new	13F-HR Timeline
Luminvest Wealth Management LLC	7,263	$230K	0.05%	new	13F-HR Timeline
MKD WEALTH COACHES, LLC	7,261	$230K	0.2%	0	13F-HR Timeline
PEOPLES BANK /OH	7,253	$230K	0.12%	-2	13F-HR Timeline
LEVIN CAPITAL STRATEGIES, L.P.	7,212	$229K	0.02%	new	13F-HR Timeline
Permanent Capital Management, LP	7,212	$229K	0.03%	new	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	7,200	$228K	0.06%	-597	13F-HR Timeline
ROBINSON SMITH WEALTH ADVISORS LLC	7,191	$228K	0.14%	0	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	7,194	$228K	0.06%	-613	13F-HR Timeline
Westside Investment Management, Inc.	7,175	$228K	0.03%	0	13F-HR Timeline
Bull Oak Capital, LLC	7,173	$227K	0.08%	+209	13F-HR Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT	7,161	$227K	0.01%	new	13F-HR Timeline Group
Insight Wealth Strategies, LLC	7,118	$227K	0.02%	0	13F-HR Timeline
Gibson Capital, LLC	7,143	$227K	0.04%	0	13F-HR Timeline
Carson Advisory Inc.	7,133	$226K	0.1%	+416	13F-HR Timeline
Harbor Group, Inc.	7,083	$225K	0.03%	-771	13F-HR Timeline
Portside Wealth Group, LLC	7,070	$224K	0.03%	new	13F-HR Timeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…	7,046	$223K	0.06%	new	13F-HR Timeline
CONTINENTAL INVESTORS SERVICES, INC.	6,640	$223K	0.18%	+22	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	7,039	$223K	<0.01%	0	13F-HR Timeline
FULCRUM WEALTH ADVISORS, LLC	7,028	$223K	0.17%	new	13F-HR Timeline
Ascension Capital Advisors, Inc.	6,990	$222K	0.06%	0	13F-HR Timeline
Elevated Financial Group LLC	6,989	$222K	0.06%	-36,423	13F-HR Timeline
Keebeck Wealth Management	6,985	$222K	0.02%	+39	13F-HR Timeline
National Wealth Management Group, LLC	6,979	$221K	0.07%	+84	13F-HR Timeline
CHATHAM CAPITAL GROUP, INC.	6,975	$221K	0.03%	0	13F-HR Timeline
Westhampton Capital, LLC	6,960	$221K	0.09%	0	13F-HR Timeline
Arkfeld Wealth Strategies, L.L.C.	6,843	$221K	0.07%	new	13F-HR Timeline
BUCKHEAD CAPITAL MANAGEMENT LLC	6,950	$220K	0.08%	0	13F-HR Timeline
OBSIDIAN CIO, LLC	6,920	$219K	0.16%	-593	13F-HR Timeline
TrustBankin group TrustBank	6,900	$219K	0.07%	0	13F-HR Timeline Group
Venturi Wealth Management, LLC	6,900	$219K	0.01%	+301	13F-HR Timeline
Members Trust Co	6,891	$219K	0.01%	0	13F-HR Timeline
Ascent Advisors, LLC	6,859	$218K	0.25%	-18,683	13F-HR Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	6,871	$218K	0.04%	+76	13F-HR Timeline
Busey Bank	6,837	$217K	0.01%	0	13F-HR Timeline
HUTCHINSON CAPITAL MANAGEMENT/CA	6,832	$217K	0.04%	new	13F-HR Timeline
Pine Harbor Wealth Management, LLC	6,806	$216K	0.06%	0	13F-HR Timeline
FWG Investments, LLC.	6,802	$216K	0.11%	new	13F-HR Timeline
PMG Family Office LLC	6,801	$216K	0.2%	0	13F-HR Timeline
NORRIS PERNE & FRENCH LLP/MI	6,794	$215K	0.01%	0	13F-HR Timeline
Rydar Equities, Inc.	6,568	$215K	0.12%	new	13F-HR Timeline
Weinberger Asset Management, Inc	6,400	$215K	0.07%	new	13F-HR Timeline
Rockwood Wealth Management, LLC	6,770	$215K	0.01%	new	13F-HR Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.	6,750	$214K	<0.01%	-1,160	13F-HR Timeline Group
Nilsine Partners, LLC	6,750	$214K	0.01%	+5	13F-HR Timeline
Estate Planners Group, LLC	6,737	$214K	0.1%	new	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	6,717	$213K	0.01%	+2	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	6,718	$213K	0.01%	-510	13F-HR Timeline Group
Briggs Wealth Management, Inc	6,708	$213K	0.19%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	6,696	$212K	0.01%	0	13F-HR Timeline
Carr Financial Group Corp	6,661	$211K	0.05%	new	13F-HR Timeline
Mainstream Capital Management LLC	6,649	$211K	0.13%	0	13F-HR Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…	6,648	$211K	<0.01%	new	13F-HR Timeline Group
Performance Wealth Partners, LLC	6,640	$211K	0.01%	+23	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	6,636	$210K	0.03%	0	13F-HR Timeline Group
Hobbs Group Advisors, LLC	6,588	$209K	0.05%	+35	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	6,550	$208K	0.01%	-25	13F-HR Timeline
MATRIX ASSET ADVISORS INC/NY	6,533	$207K	0.02%	+12	13F-HR Timeline
Polymer Capital Management (HK) LTD	6,500	$206K	0.02%	new	13F-HR Timeline
Cannon Wealth Management Services, LLC	6,499	$206K	0.11%	-150	13F-HR Timeline
First Financial Bankshares Inc	6,496	$206K	<0.01%	new	13F-HR Timeline
Clear Harbor Asset Management, LLC	6,493	$206K	0.01%	new	13F-HR Timeline
Riverbend Wealth Management, LLC	6,481	$205K	0.1%	new	13F-HR Timeline
Tactive Advisors, LLC	6,437	$204K	0.05%	new	13F-HR Timeline
Berry Wealth Group, LP	6,417	$203K	0.65%	new	13F-HR Timeline
Fiduciary Group, LLC	6,394	$203K	0.02%	new	13F-HR Timeline
Cogent Private Wealth, Inc.	6,392	$203K	0.13%	new	13F-HR Timeline
Purkiss Capital Advisors LLC	6,391	$203K	0.08%	new	13F-HR Timeline
Tortoise Investment Management, LLC	6,338	$201K	0.01%	-457	13F-HR Timeline
Wealth Advisors of Iowa, LLC	6,322	$200K	0.05%	new	13F-HR Timeline
D'Orazio & Associates, Inc.	6,318	$200K	0.02%	-824	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	6,313	$200K	0.05%	new	13F-HR Timeline
Tailwinds Wealth, LLC	6,309	$200K	0.12%	new	13F-HR Timeline
VIMA LLC	6,210	$197K	0.19%		13F-HR Timeline
Innovative Asset Advisors Group, LLC	6,204	$197K	0.09%	+1,303	13F-HR Timeline
CONSULTIVA WEALTH MANAGEMENT, CORP.	6,200	$197K	0.44%	new	13F-HR Timeline
United Community Bankin group United Community Bank	6,189	$196K	0.06%	-952	13F-HR Timeline Group
MARYLAND CAPITAL ADVISORS INC.	6,141	$195K	0.06%		13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	6,000	$190K	0.02%	new	13F-HR Timeline
Dunhill Financial, LLC	5,966	$189K	0.04%	-1	13F-HR Timeline
West Financial Advisors, LLC	5,926	$188K	0.03%	+275	13F-HR Timeline
Bullock Wealth Management Group	5,656	$180K	0.08%	+98	13F-HR Timeline
Kingdom Financial Group LLC.	5,651	$179K	0.05%	+6	13F-HR Timeline
DecisionPoint Financial, LLC	5,418	$173K	0.03%	+984	13F-HR Timeline
Accordant Advisory Group Inc	5,350	$170K	0.11%	0	13F-HR Timeline
Stone House Investment Management, LLC	5,331	$169K	0.02%	+22	13F-HR Timeline
Federation des caisses Desjardins du Qu…	5,331	$169K	<0.01%	-529	13F-HR Timeline
ZEGA Investments, LLC	5,203	$165K	0.03%	new	13F-HR Timeline
Rice Partnership, LLC	5,160	$164K	0.02%	0	13F-HR Timeline
CDKV HOLDINGS LLC	5,100	$162K	0.13%	0	13F-HR Timeline
Forum Finance Group S.A.	6,289	$161K	0.06%	new	13F-HR Timeline
Institute for Wealth Management, LLC.	5,068	$161K	0.01%	-23,763	13F-HR Timeline
Westfuller Advisors, LLC	4,877	$155K	0.06%	+38	13F-HR Timeline
PARK NATIONAL CORP /OH/	4,845	$154K	<0.01%	-5,701	13F-HR Timeline
WELLINGTON-ALTUS USA INC.	4,900	$150K	0.11%	-580	13F-HR Timeline
BALLAST ADVISORS LLC	4,677	$148K	0.04%	+1,116	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	4,623	$147K	0.05%	-1,104	13F-HR Timeline
Meramec Financial Planners, LLC	4,379	$146K	0.05%	+34	13F-HR Timeline
HANTZ FINANCIAL SERVICES, INC.	4,506	$143K	<0.01%	+283	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Aberdeen Wealth Management LLC	4,500	$143K	0.07%	-3,000	13F-HR Timeline
Cheviot Value Management, LLC	4,465	$142K	0.01%	+9	13F-HR Timeline
Indiana Trust & Investment Management Co	4,386	$139K	0.04%	-437	13F-HR Timeline
IAG Wealth Partners, LLC	4,308	$137K	0.01%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	4,300	$136K	0.03%	new	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	4,250	$135K	0.01%	+17	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	4,186	$133K	<0.01%	-60	13F-HR Timeline Group
BEACON INVESTMENT ADVISORY SERVICES, IN…	4,170	$132K	<0.01%	+3	13F-HR Timeline
Ameliora Wealth Management Ltd.	4,000	$127K	0.04%	new	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	3,984	$126K	0.01%	-6,571	13F-HR Timeline Group
GRANVILLE CAPITAL, INC.	3,942	$125K	0.06%	-3,939	13F-HR Timeline
MCGUIRE CAPITAL ADVISORS INC	3,834	$122K	0.07%	+41	13F-HR Timeline
Private Wealth Asset Management, LLC	3,804	$121K	0.01%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	3,778	$120K	0.02%	-23	13F-HR Timeline
Prestige Wealth Management Group LLC	3,732	$118K	0.02%	0	13F-HR Timeline
Navigoe, LLC	3,663	$116K	0.06%	0	13F-HR Timeline
Investment Research & Advisory Group, I…	3,561	$113K	0.03%	+3,556	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	3,399	$108K	0.01%	-1,761	13F-HR Timeline
SJS Investment Consulting Inc.	3,390	$107K	0.01%	+210	13F-HR Timeline
BAYBAN	3,342	$106K	0.08%	0	13F-HR Timeline
Timbuktu Capital Management, LLC	3,219	$102K	0.15%		13F-HR Timeline
Cornerstone National Bank & Trust Co	3,184	$101K	0.03%	new	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	3,165	$100K	0.02%	-263	13F-HR Timeline
Wilmington Savings Fund Society, FSB	3,083	$97.8K	<0.01%	0	13F-HR Timeline
Financial Life Planners	3,082	$97.7K	0.06%	+24	13F-HR Timeline
MOGY JOEL R INVESTMENT COUNSEL INC	3,000	$95.1K	0.01%	0	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	3,000	$95.1K	0.01%	0	13F-HR Timeline Group
Twin Lakes Capital Management, LLC	2,948	$93.5K	0.04%	+23	13F-HR Timeline
Weaver Capital Management LLC	3,030	$93K	0.02%	0	13F-HR Timeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\	2,925	$92.8K	<0.01%	new	13F-HR Timeline Group
NFSG Corp	2,833	$89.8K	0.01%	-143	13F-HR Timeline
UNION SAVINGS BANK	2,824	$89.5K	0.04%	+1,877	13F-HR Timeline
EPG Wealth Management LLC	2,813	$89.2K	0.02%	new	13F-HR Timeline
Robinswood Financial LLC	2,735	$86.7K	0.02%	+916	13F-HR Timeline
Aventura Private Wealth, LLC	2,709	$85.9K	0.03%	0	13F-HR Timeline
Signature Resources Capital Management,…	2,647	$83.9K	0.03%	+1,217	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,604	$82.6K	<0.01%	0	13F-HR Timeline
Center for Financial Planning, Inc.	2,598	$82.4K	0.01%	0	13F-HR Timeline
Brooklyn FI, LLC	2,499	$82.2K	0.02%	new	13F-HR Timeline
WealthShield Partners, LLC	2,525	$80.1K	0.01%	-63,963	13F-HR Timeline
Highland Investment Advisors LLC	2,525	$80.1K	0.03%		13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	2,493	$79K	0.02%	+1,279	13F-HR Timeline
Founders Capital Management	2,400	$76.1K	0.03%	+600	13F-HR Timeline
Key Capital Management, INC	2,397	$76K	0.04%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	2,376	$75.3K	0.03%	0	13F-HR Timeline
First Bancorp, Inc /ME/	2,375	$75.3K	0.03%	new	13F-HR Timeline
True Wealth Design, LLC	2,365	$75K	0.02%	-10,146	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	2,250	$71.3K	0.01%	0	13F-HR Timeline
EFG International AGin group EFG International AG	2,250	$71.3K	<0.01%	0	13F-HR Timeline Group
Napier Financial, LLC	2,134	$67.7K	0.01%	+634	13F-HR Timeline
Covestor Ltd	2,114	$67K	0.04%	+170	13F-HR Timeline
FIRST COMMUNITY TRUST NA	2,097	$66.5K	0.03%	0	13F-HR Timeline
Triumph Capital Management	2,084	$66.1K	0.01%	+151	13F-HR Timeline
Nemes Rush Group LLC	2,033	$64.5K	0.01%	+16	13F-HR Timeline
Roxbury Financial LLC	2,007	$63.6K	0.05%	+8	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	1,933	$61K	0.04%	+18	13F-HR/A Timeline
VAN DEN BERG MANAGEMENT I, INC	1,899	$60.2K	0.01%	0	13F-HR Timeline
Smallwood Wealth Investment Management,…	1,839	$58.3K	0.03%	-193	13F-HR Timeline
Addison Advisors LLC	1,812	$57.5K	0.03%	+539	13F-HR Timeline
Catherine Avery Investment Management L…	1,806	$57.3K	0.03%	new	13F-HR Timeline
Glassman Wealth Services	1,780	$56.4K	0.01%	-5,962	13F-HR Timeline
Godfrey Financial Associates, Inc.	1,754	$55.6K	0.04%	+8	13F-HR Timeline
CBIZ Investment Advisory Services, LLC	1,754	$53.8K	<0.01%	0	13F-HR Timeline
Kennebec Savings Bank	1,671	$53K	0.04%	-172	13F-HR Timeline
BARRETT & COMPANY, INC.	1,645	$52.2K	0.01%	-1,361	13F-HR Timeline
Morton Brown Family Wealth, LLC	1,635	$51.8K	0.01%	0	13F-HR Timeline
Frazier Financial Advisors, LLC	1,533	$48.6K	0.02%	+33	13F-HR Timeline
Hughes Financial Services, LLC	1,505	$47.7K	0.01%	0	13F-HR Timeline
Operose Advisors LLC	1,449	$45.9K	0.01%	-128	13F-HR Timeline
MTM Investment Management, LLC	1,422	$45.1K	0.01%	0	13F-HR Timeline