Skip to content
Disclosery

SCHD SCHWAB STRATEGIC TR

Follow

COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Roxbury Financial LLC1,991$54.6K0.05%+1013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,953$53.6K<0.01%-15,75313F-HRTimelineGroup
Versant Capital Management, Inc1,930$53K0.01%-9,95413F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,899$52.1K0.01%013F-HRTimeline
Biltmore Family Office, LLC1,864$51.1K0.01%+89013F-HRTimeline
Robinswood Financial LLC1,819$49.9K0.02%-45513F-HRTimeline
Catherine Avery Investment Management L…1,806$49.5K0.03%013F-HRTimeline
CNB Bank1,803$49.5K0.02%013F-HRTimeline
Founders Capital Management1,800$49.4K0.03%013F-HRTimeline
Disciplined Equity Management, Inc.1,777$48.7K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,752$48.1K<0.01%+1,33213F-HRTimeline
Godfrey Financial Associates, Inc.1,733$47.5K0.04%13F-HRTimeline
Compass Financial Services Inc1,722$47.2K0.02%013F-HRTimeline
Kennebec Savings Bank1,665$45.7K0.04%013F-HRTimeline
Global Wealth Strategies & Associates1,656$45.4K0.01%+5713F-HRTimeline
Morton Brown Family Wealth, LLC1,635$44.8K0.01%013F-HRTimeline
Estate Planners Group, LLC1,620$44.4K0.02%13F-HRTimeline
MASECO LLP1,600$43.9K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,526$41.9K0.02%+4813F-HRTimeline
Hughes Financial Services, LLC1,505$41.3K0.01%-2,00513F-HRTimeline
Frazier Financial Advisors, LLC1,498$41.1K0.02%-17913F-HRTimeline
Operose Advisors LLC1,494$41K0.01%013F-HRTimeline
Transce3nd, LLC1,370$40.2K0.32%-1613F-HRTimeline
Hanson & Doremus Investment Management1,475$40K<0.01%013F-HRTimeline
MTM Investment Management, LLC1,422$39K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,368$37.5K0.08%new13F-HRTimeline
Turning Point Benefit Group, Inc.1,307$35.9K0.02%+113F-HRTimeline
Triumph Capital Management1,301$35.7K0.01%new13F-HRTimeline
Addison Advisors LLC1,273$34.9K0.01%013F-HRTimeline
NFSG Corp1,271$34.9K0.01%-2813F-HRTimeline
Strategic Advocates LLC1,212$33.5K0.01%-13,17913F-HRTimeline
IFS Advisors, LLC1,220$33.5K0.02%-9713F-HRTimeline
Caitlin John, LLC1,218$33.4K0.02%+24813F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,133$31.1K0.01%+1113F-HRTimeline
KERR FINANCIAL PLANNING Corp1,000$31K0.04%-30013F-HR/ATimeline
ALERUS FINANCIAL NA1,128$30.9K<0.01%-133,45713F-HRTimeline
Dynamic Wealth Strategies, LLC1,052$28.9K0.02%new13F-HRTimeline
Field & Main Bank1,050$28.8K0.01%new13F-HRTimeline
Fortitude Family Office, LLC1,050$28.8K0.01%013F-HRTimeline
MilWealth Group LLC990$27.2K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC989$27.1K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…975$26.7K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.960$26.3K0.02%013F-HRTimeline
Kilter Group LLC948$26K0.01%+38413F-HRTimeline
Signature Resources Capital Management,…930$25.5K0.01%-49313F-HRTimeline
Merrithew & Thorsten Inc926$25K0.03%13F-HRTimeline
Mountain Hill Investment Partners Corp.899$24.7K0.02%+83213F-HRTimeline
Elyxium Wealth, LLC840$23K0.01%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.840$23K<0.01%13F-HRTimelineGroup
Heritage Wealth Advisors830$22.8K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC812$22.3K<0.01%013F-HRTimeline
City State Bank810$22.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC792$21.7K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.770$21.1K0.01%+713F-HRTimeline
Garner Asset Management Corp750$20.6K0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC746$20.5K0.01%+60513F-HRTimeline
PALLADIEM, LLC697$19.1K0.02%13F-HRTimeline
Fourth Dimension Wealth, LLC687$18.8K0.01%013F-HRTimeline
Sage Mountain Advisors LLC660$18.1K<0.01%013F-HRTimeline
New England Capital Financial Advisors …638$17.5K0.01%013F-HRTimeline
Nemes Rush Group LLC627$17.2K<0.01%new13F-HRTimeline
Quattro Advisors LLC572$15.7K0.01%13F-HRTimeline
Windsor Advisory Group, LLC567$15.6K0.01%013F-HRTimeline
Tower View Wealth Management LLC559$15.3K0.01%+613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.514$14.1K<0.01%13F-HRTimeline
Quent Capital, LLC501$13.7K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP474$13K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC450$12.4K<0.01%013F-HRTimeline
Coastline Trust Co450$12.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beaird Harris Wealth Management, LLC439$12K<0.01%+24113F-HRTimeline
VSM Wealth Advisory, LLC438$12K<0.01%+1213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT426$11.7K<0.01%-1,66513F-HRTimeline
NorthAvenue LLC399$10.9K0.01%13F-HRTimeline
Truvestments Capital LLC390$10.7K<0.01%-86113F-HRTimeline
Fairman Group, LLC387$10.6K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …344$9.42K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC339$9.3K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.333$9.15K<0.01%+313F-HRTimeline
Cornerstone Financial Management LLC330$9.05K0.01%13F-HR/ATimeline
VISION FINANCIAL MARKETS LLC325$8.91K0.01%+17513F-HRTimeline
Legacy Bridge, LLC300$8.23K<0.01%013F-HRTimeline
Noble Wealth Management PBC300$8.23K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC300$8.23K<0.01%13F-HRTimeline
FNY Investment Advisers, LLC300$8K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC250$6.86K0.01%013F-HRTimeline
BIRCHBROOK, INC.249$6.84K<0.01%+113F-HRTimeline
Financial Management Professionals, Inc.225$6.17K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP219$6K0.01%+213F-HRTimeline
Osbon Capital Management LLC213$5.84K0.01%13F-HRTimeline
RHL GROUP, LLC213$5.84K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…211$5.79K<0.01%+7413F-HRTimelineGroup
Nova Wealth Management, Inc.209$5.73K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC57$5.68K<0.01%-6713F-HRTimeline
Creative Capital Management Investments…201$5.51K<0.01%013F-HRTimeline
TFC Financial Management, Inc.181$4.97K<0.01%013F-HRTimeline
Citizens National Bank Trust Department180$4.94K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.174$4.77K<0.01%013F-HRTimeline
West Branch Capital LLC162$4.44K<0.01%-50113F-HRTimeline
Kozak & Associates, Inc.155$4.42K<0.01%-113F-HRTimeline
REDMONT WEALTH ADVISORS LLC158$4.32K0.01%+213F-HRTimeline
SFAM, LLC150$4.12K<0.01%13F-HRTimeline
Avion Wealth167$4K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC126$3.97K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC144$3.95K<0.01%-25013F-HRTimeline
GPS Wealth Strategies Group, LLC140$3.83K<0.01%-22,19113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC128$3.51K<0.01%+813F-HRTimeline
General Partner, Inc.120$3.29K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC116$3.18K<0.01%-3013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC100$2.74K<0.01%013F-HRTimeline
Advocate Investing Services LLC83$2.28K<0.01%13F-HRTimeline
Financial Network Wealth Advisors LLC78$2.14K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…76$2.08K<0.01%new13F-HRTimeline
Essential Partners LLC72$1.97K<0.01%+5413F-HRTimeline
Networth Advisors, LLC69$1.89K<0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.66$1.82K<0.01%-1,23613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…55$1.5K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…52$1.43K<0.01%-180,13313F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…50$1.37K<0.01%-3413F-HRTimelineGroup
Private Wealth Management Group, LLC44$1.21K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC44$1.21K<0.01%+3913F-HRTimeline
HORIZON BANCORP INC /IN/40$1K<0.01%-2013F-HRTimeline
Ulland Investment Advisors, LLC36$1K<0.01%-7,62213F-HRTimeline
Central Pacific Bank - Trust Division30$823<0.01%-3313F-HRTimeline
New Millennium Group LLC27$754<0.01%-32513F-HRTimeline
New Republic Capital, LLC27$741<0.01%013F-HRTimeline
Your Advocates Ltd., LLP20$549<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC19$531<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC9$247<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC7$189<0.01%13F-HRTimeline
Investment Research & Advisory Group, I…5$140<0.01%+213F-HRTimeline
Gen-Wealth Partners Inc3$82<0.01%new13F-HRTimeline
Eukles Asset Management2$55<0.01%013F-HRTimeline