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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BUCKHEAD CAPITAL MANAGEMENT LLC6,950$213K0.08%new13F-HRTimeline
Keebeck Wealth Management6,946$213K0.02%new13F-HRTimeline
TrustBankin group TrustBank6,900$212K0.08%new13F-HRTimelineGroup
National Wealth Management Group, LLC6,895$212K0.08%new13F-HRTimeline
Members Trust Co6,891$211K0.01%new13F-HRTimeline
FSA Investment Group, LLC6,858$210K0.08%-7,70613F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.6,618$210K0.2%-15713F-HRTimeline
Nilsine Partners, LLC6,745$210K0.02%new13F-HRTimeline
Busey Bank6,837$210K0.01%-2,71513F-HRTimeline
Holistic Financial Partners6,817$209K0.08%new13F-HRTimeline
Pine Harbor Wealth Management, LLC6,806$209K0.06%new13F-HRTimeline
PMG Family Office LLC6,801$209K0.23%new13F-HRTimeline
Tortoise Investment Management, LLC6,795$208K0.02%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,795$208K0.04%new13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI6,794$208K0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC6,742$207K0.09%-4,07213F-HRTimeline
Welch Group, LLC6,724$206K0.01%new13F-HRTimeline
Carson Advisory Inc.6,717$206K0.11%new13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …6,715$206K0.02%new13F-HRTimeline
Zinnia Wealth Advisory, LLC6,710$206K0.23%new13F-HRTimeline
Briggs Wealth Management, Inc6,708$206K0.22%-2,98213F-HRTimeline
New Hampshire Trust6,705$206K0.04%new13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,696$205K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,669$205K0.01%+49013F-HRTimeline
17 CAPITAL PARTNERS, LLC6,653$204K0.11%-35,58513F-HRTimeline
Mainstream Capital Management LLC6,649$204K0.14%new13F-HRTimeline
Cannon Wealth Management Services, LLC6,649$204K0.14%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management6,636$204K0.03%new13F-HRTimelineGroup
Performance Wealth Partners, LLC6,617$203K0.01%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC6,606$203K0.01%new13F-HRTimeline
Claris Financial LLC6,606$203K0.11%new13F-HRTimeline
Venturi Wealth Management, LLC6,599$202K0.01%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.6,575$202K0.01%new13F-HRTimeline
Hobbs Group Advisors, LLC6,553$201K0.06%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY6,521$200K0.02%new13F-HRTimeline
IMG Wealth Management, Inc.6,491$199K0.13%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC6,051$186K0.01%+9013F-HRTimeline
Dunhill Financial, LLC5,967$183K0.04%-87913F-HRTimeline
Federation des caisses Desjardins du Qu…5,860$180K<0.01%-1,12113F-HRTimeline
CX Institutional5,788$178K0.01%-3,42013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,727$176K0.07%+41213F-HRTimeline
WELLINGTON-ALTUS USA INC.5,480$174K0.1%+84013F-HRTimeline
West Financial Advisors, LLC5,651$173K0.03%013F-HRTimeline
Lloyd Advisory Services, LLC.5,645$173K0.05%+1,67713F-HRTimeline
Kingdom Financial Group LLC.5,645$173K0.05%-4,88713F-HRTimeline
Bullock Wealth Management Group5,558$170K0.09%+44713F-HRTimeline
Accordant Advisory Group Inc5,350$164K0.1%-1,65513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,336$164K0.26%new13F-HRTimeline
Stone House Investment Management, LLC5,309$163K0.03%+2,78913F-HRTimeline
Rice Partnership, LLC5,160$158K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,160$158K0.01%-13,00513F-HRTimeline
CDKV HOLDINGS LLC5,100$156K0.14%013F-HRTimeline
Innovative Asset Advisors Group, LLC4,901$150K0.09%13F-HRTimeline
RETIREMITTEN FINANCIAL LLC4,873$150K0.07%13F-HRTimeline
Westfuller Advisors, LLC4,839$148K0.06%+4013F-HRTimeline
Indiana Trust & Investment Management Co4,823$148K0.05%+1,00713F-HRTimeline
Tradewinds Capital Management, LLC4,743$146K0.03%+3513F-HRTimeline
First Pacific Financial4,681$144K0.02%+38313F-HRTimeline
Cheviot Value Management, LLC4,456$137K0.01%+1013F-HRTimeline
DecisionPoint Financial, LLC4,434$136K0.03%-1,42413F-HRTimeline
Meramec Financial Planners, LLC4,345$135K0.05%+3713F-HRTimeline
IAG Wealth Partners, LLC4,308$132K0.01%+4,16413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,246$130K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.4,223$130K<0.01%-88213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steigerwald, Gordon & Koch Inc.4,233$130K0.01%+1,79213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,167$128K0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC4,091$126K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC3,804$117K0.01%+3,46513F-HRTimeline
Grey Ledge Advisors, LLC3,801$117K0.03%-1,20613F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,793$116K0.07%+3513F-HRTimeline
Prestige Wealth Management Group LLC3,732$115K0.02%013F-HRTimeline
Palouse Capital Management, Inc.3,676$113K0.07%+313F-HRTimeline
Navigoe, LLC3,663$112K0.07%013F-HRTimeline
BALLAST ADVISORS LLC3,561$109K0.03%013F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC3,428$105K0.03%-69613F-HRTimeline
Solstein Capital, LLC3,370$103K0.04%013F-HRTimeline
Red Tortoise LLC3,342$103K0.04%+1813F-HRTimeline
BAYBAN3,342$103K0.09%-2,04313F-HRTimeline
CURIO WEALTH, LLC3,240$99.4K0.03%013F-HRTimeline
SJS Investment Consulting Inc.3,180$97.6K0.01%+19513F-HRTimeline
Wilmington Savings Fund Society, FSB3,083$94.6K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,080$94.5K0.02%new13F-HRTimeline
Financial Life Planners3,058$93.8K0.07%new13F-HRTimeline
Weaver Capital Management LLC3,030$93K0.02%+2513F-HRTimeline
BARRETT & COMPANY, INC.3,006$92.2K0.03%-8113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$92K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$92K0.01%013F-HRTimelineGroup
NFSG Corp2,976$91.3K0.02%+1,70513F-HRTimeline
Twin Lakes Capital Management, LLC2,925$89.7K0.04%new13F-HRTimeline
HighMark Wealth Management LLC2,924$89.7K0.04%-4,35013F-HRTimeline
Coston, McIsaac & Partners2,766$84K0.02%-5,88813F-HRTimeline
Aventura Private Wealth, LLC2,709$83.1K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,604$79.9K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.2,598$79.7K0.01%013F-HRTimeline
GW&K Investment Management, LLC2,576$79K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC2,439$74.8K0.01%new13F-HRTimeline
Key Capital Management, INC2,397$73.5K0.05%-65713F-HRTimeline
IFG Advisory, LLC2,380$73K0.21%-304,04313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,376$72.9K0.04%013F-HRTimeline
Rialto Wealth Management, LLC2,340$71.8K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,313$71K0.01%+14413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,250$69K0.01%013F-HRTimeline
EFG International AGin group EFG International AG2,250$69K<0.01%new13F-HRTimelineGroup
FIRST COMMUNITY TRUST NA2,097$64.3K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…2,032$62.3K0.03%-2113F-HRTimeline
Heritage Wealth Advisors2,030$62.3K<0.01%+1,20013F-HRTimeline
Nemes Rush Group LLC2,017$61.9K0.01%+1,39013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,000$61.4K<0.01%new13F-HRTimelineGroup
Roxbury Financial LLC1,999$61.3K0.06%+813F-HRTimeline
Hanson & Doremus Investment Management2,001$61K0.01%+52613F-HRTimeline
Covestor Ltd1,944$60K0.04%-15513F-HRTimeline
Triumph Capital Management1,933$59.3K0.01%+63213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,915$59K0.04%+1613F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,899$58.3K0.01%013F-HRTimeline
Kennebec Savings Bank1,843$56.5K0.05%+17813F-HRTimeline
Robinswood Financial LLC1,819$55.8K0.02%013F-HR/ATimeline
CNB Bank1,803$55.3K0.02%013F-HRTimeline
Founders Capital Management1,800$55.2K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,754$53.8K<0.01%+213F-HRTimeline
Godfrey Financial Associates, Inc.1,746$53.6K0.05%+1313F-HRTimeline
Versant Capital Management, Inc1,687$51.8K0.01%-24313F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC1,645$50.5K0.04%new13F-HRTimeline
Morton Brown Family Wealth, LLC1,635$50.2K0.01%013F-HRTimeline
Global Wealth Strategies & Associates1,622$49.8K0.01%-3413F-HRTimeline
Operose Advisors LLC1,577$48.4K0.01%+8313F-HRTimeline
Destiny Wealth Partners, LLC1,556$47.7K0.01%new13F-HRTimeline
Hughes Financial Services, LLC1,505$46.2K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,500$46K0.03%+213F-HRTimeline
Napier Financial, LLC1,500$46K0.01%new13F-HRTimeline
Signature Resources Capital Management,…1,430$43.9K0.02%+50013F-HRTimeline
MTM Investment Management, LLC1,422$43.6K0.01%013F-HRTimeline
True Link Financial Advisors, LLC1,367$42K<0.01%-52,89413F-HR/ATimeline
Transce3nd, LLC1,278$39.2K0.35%-9213F-HRTimeline
Addison Advisors LLC1,273$39.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,222$37.5K0.03%new13F-HRTimeline
Sage Mountain Advisors LLC1,221$37.5K<0.01%+56113F-HRTimeline
IFS Advisors, LLC1,220$37.4K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,214$37.2K0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,142$35K0.01%+913F-HRTimeline
Dynamic Wealth Strategies, LLC1,052$32.3K0.02%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,050$32.2K<0.01%new13F-HRTimeline
Field & Main Bank1,050$32.2K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,050$32.2K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,009$31.7K0.02%+913F-HR/ATimeline
MilWealth Group LLC990$30.4K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC990$30.4K0.01%new13F-HRTimeline
SWAN Capital LLC978$30K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…975$29.9K0.01%013F-HRTimeline
Biltmore Family Office, LLC974$29.9K<0.01%-89013F-HRTimeline
Aventus Investment Advisors, Inc.960$29.5K0.02%013F-HRTimeline
City State Bank955$29.3K0.01%+14513F-HRTimeline
UNION SAVINGS BANK947$29.1K0.01%new13F-HRTimeline
POM Investment Strategies, LLC946$29K0.04%new13F-HRTimeline
Kilter Group LLC921$28.3K0.01%-2713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC888$28.1K0.01%new13F-HRTimeline
Merrithew & Thorsten Inc934$28K0.03%+813F-HRTimeline
Mountain Hill Investment Partners Corp.904$27.7K0.02%+513F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.840$25.8K0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC812$24.9K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC793$24.3K<0.01%new13F-HR/ATimeline
Moisand Fitzgerald Tamayo, LLC792$24.3K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.777$23.8K0.01%+713F-HRTimeline
PALLADIEM, LLC768$23.5K0.02%+7113F-HRTimeline
Trask Adam Roland750$23K0.02%13F-HRTimeline
Wealth Preservation Advisors, LLC746$22.9K0.02%013F-HRTimeline
Beacon Financial Strategies CORP740$22.7K0.01%-1,39713F-HRTimeline
Imprint Wealth LLC731$22.4K0.1%new13F-HRTimeline
Fourth Dimension Wealth, LLC687$21.1K0.01%013F-HRTimeline
Integrity Financial Corp /WA652$20K0.01%-2,97313F-HRTimeline
New England Capital Financial Advisors …643$19.7K0.01%+513F-HRTimeline
Fairman Group, LLC622$19.1K0.02%+23513F-HRTimeline
Windsor Advisory Group, LLC567$17.4K0.01%013F-HRTimeline
Tower View Wealth Management LLC563$17.3K0.01%+413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC559$17.2K<0.01%+43113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC549$16.8K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC518$15.9K<0.01%+7913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.514$15.8K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT512$15.7K<0.01%+8613F-HRTimeline
Vision Retirement, LLC476$14.6K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP474$14.5K<0.01%013F-HRTimelineGroup
Quent Capital, LLC474$14.5K<0.01%-2713F-HRTimeline
High Note Wealth, LLC450$13.8K<0.01%013F-HRTimeline
Coastline Trust Co450$13.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VSM Wealth Advisory, LLC442$13.5K<0.01%+413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…441$13.5K0.01%+23013F-HRTimelineGroup
Strategic Advocates LLC418$12.8K0.06%-79413F-HRTimeline
ATWOOD & PALMER INC413$12.7K<0.01%new13F-HRTimeline
NorthAvenue LLC399$12.2K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …344$10.5K0.02%013F-HRTimeline
Greykasell Wealth Strategies, Inc.336$10.3K<0.01%+313F-HRTimeline
Cornerstone Financial Management LLC330$10.1K0.01%013F-HR/ATimeline
VISION FINANCIAL MARKETS LLC325$9.97K0.01%013F-HRTimeline
Legacy Bridge, LLC300$9.2K<0.01%013F-HRTimeline
Noble Wealth Management PBC300$9.2K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC300$9.2K<0.01%013F-HRTimeline
JPL Wealth Management, LLC291$8.93K<0.01%new13F-HR/ATimeline
BIRCHBROOK, INC.251$7.69K<0.01%+213F-HRTimeline
Minot DeBlois Advisors LLC250$7.67K0.01%013F-HRTimeline
Financial Management Professionals, Inc.225$6.9K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP221$6.77K0.01%+213F-HRTimeline