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Disclosery

SCHD SCHWAB STRATEGIC TR

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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.

HolderSharesValue% of portfolioChangeSource
Acumen Wealth Advisors, LLC1,364$43.3K0.01%-2,72713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,351$42.9K<0.01%-96213F-HRTimeline
HighMark Wealth Management LLC1,345$42.7K0.01%-1,57913F-HRTimeline
Fairman Group, LLC1,304$41.3K0.03%+68213F-HRTimeline
Basecamp Wealth Advisors LLC1,302$41.3K0.01%-14,20213F-HRTimeline
Transce3nd, LLC1,261$40.9K0.36%-1713F-HRTimeline
Sage Mountain Advisors LLC1,221$38.7K<0.01%013F-HRTimeline
IFS Advisors, LLC1,220$38.7K0.02%013F-HRTimeline
CNB Bank1,215$38.5K0.02%-58813F-HRTimeline
Hanson & Doremus Investment Management1,161$37K<0.01%-84013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,151$36.5K0.01%+913F-HRTimeline
BLUELINE ADVISORS LLC1,120$35.5K0.02%new13F-HRTimeline
Tradewinds Capital Management, LLC1,088$34.5K0.01%-3,65513F-HRTimeline
Dynamic Wealth Strategies, LLC1,052$33.4K0.02%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,050$33.3K<0.01%013F-HRTimeline
Field & Main Bank1,050$33.3K0.01%013F-HR/ATimeline
Fortitude Family Office, LLC1,050$33.3K0.01%013F-HRTimeline
Heritage Wealth Advisors1,030$32.7K<0.01%-1,00013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,000$31.7K0.04%-913F-HRTimeline
MilWealth Group LLC990$31.4K0.01%013F-HRTimeline
Gen-Wealth Partners Inc990$31.4K0.01%+92313F-HRTimeline
SWAN Capital LLC986$31.3K0.01%+813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…975$30.9K<0.01%013F-HRTimeline
Biltmore Family Office, LLC974$30.9K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.960$30.4K0.02%013F-HRTimeline
City State Bank955$30.3K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC950$30.1K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.948$30K0.02%+4413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC934$29.6K<0.01%+63413F-HRTimeline
Kilter Group LLC921$29.2K0.01%013F-HRTimeline
Merrithew & Thorsten Inc941$29K0.02%+713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC888$28.2K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.866$27.5K<0.01%new13F-HRTimeline
Anchor Bay Capital, Inc.792$27.1K0.01%13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.840$26.6K0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC810$25.7K<0.01%-213F-HRTimeline
Byrne Asset Management LLC806$25.6K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC792$25.1K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.783$24.8K0.01%+613F-HRTimeline
PALLADIEM, LLC768$24.4K0.02%013F-HRTimeline
Activest Wealth Management762$24.2K<0.01%-6,21213F-HRTimeline
Burnham & Co LLC750$23.8K0.02%13F-HRTimeline
Beacon Financial Strategies CORP744$23.6K0.01%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT742$23.5K<0.01%+23013F-HRTimeline
Imprint Wealth LLC737$23.4K0.09%+613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…716$22.7K<0.01%+65313F-HRTimelineGroup
Tower View Wealth Management LLC711$22.5K0.01%+14813F-HRTimeline
Quent Capital, LLC695$22K<0.01%+22113F-HRTimeline
Fourth Dimension Wealth, LLC687$21.8K0.01%013F-HRTimeline
Windsor Advisory Group, LLC652$20.7K0.02%+8513F-HRTimeline
Integrity Financial Corp /WA652$20.7K0.01%013F-HRTimeline
New England Capital Financial Advisors …648$20.5K<0.01%+513F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK639$20.3K<0.01%new13F-HRTimelineGroup
Atlatl Advisers LLC605$19.2K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.569$18.1K0.01%+31813F-HRTimeline
ENTRUST FINANCIAL LLC522$16.6K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.514$16.3K<0.01%013F-HR/ATimeline
Beaird Harris Wealth Management, LLC512$16.2K<0.01%-613F-HRTimeline
Private Wealth Management Group, LLC496$15.7K<0.01%+45113F-HRTimeline
Vision Retirement, LLC476$15.1K<0.01%013F-HRTimeline
High Note Wealth, LLC450$14.3K<0.01%013F-HRTimeline
Coastline Trust Co450$14.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Pacific Financial448$14.2K<0.01%-4,23313F-HRTimeline
VSM Wealth Advisory, LLC445$14.1K<0.01%+313F-HRTimeline
Carolina Wealth Advisors, LLC441$14K0.01%new13F-HRTimeline
Strategic Advocates LLC428$13.6K0.05%+1013F-HRTimeline
ATWOOD & PALMER INC413$13.1K<0.01%013F-HRTimeline
Winch Advisory Services, LLC139$12.8K<0.01%+8213F-HRTimeline
NorthAvenue LLC399$12.7K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC375$11.9K0.01%+5013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP353$11.2K<0.01%-12113F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …344$10.9K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.339$10.7K<0.01%+313F-HRTimeline
Westend Capital Management, LLC333$10.6K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC330$10.5K0.01%013F-HR/ATimeline
West Branch Capital LLC326$10.3K<0.01%+16413F-HRTimeline
Darwin Wealth Management, LLC302$9.59K<0.01%new13F-HRTimeline
Legacy Bridge, LLC300$9.51K<0.01%013F-HRTimeline
Noble Wealth Management PBC300$9.51K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC293$9.31K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC291$9.23K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.266$8.43K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC250$7.93K0.01%013F-HRTimeline
Financial Management Professionals, Inc.225$7.13K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP222$7.05K0.01%+113F-HRTimeline
Osbon Capital Management LLC213$6.75K0.01%013F-HRTimeline
Creative Capital Management Investments…201$6.37K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC200$6.34K<0.01%new13F-HRTimeline
Clean Yield Group185$5.87K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department180$5.71K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.174$5.52K<0.01%013F-HRTimeline
Kozak & Associates, Inc.155$4.94K<0.01%013F-HRTimeline
United Financial Planning Group LLC149$4.72K<0.01%013F-HRTimeline
Silicon Valley Capital Partners144$4.57K<0.01%+4413F-HRTimeline
RHL GROUP, LLC137$4.38K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC134$4.25K<0.01%+113F-HRTimeline
Go Invest LLC133$4.23K<0.01%+613F-HRTimeline
SITTNER & NELSON, LLC126$4K<0.01%013F-HRTimeline
General Partner, Inc.120$3.81K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC100$3.17K<0.01%013F-HRTimeline
REAP Financial Group, LLC100$3.17K<0.01%new13F-HRTimeline
Hara Capital LLC97$3.07K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division92$2.92K<0.01%013F-HRTimeline
Advocate Investing Services LLC85$2.68K<0.01%+113F-HRTimeline
Atlantic Edge Private Wealth Management…81$2.56K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC78$2.47K<0.01%013F-HRTimeline
Gleason Group, Inc.76$2.42K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA73$2.31K<0.01%new13F-HRTimeline
Networth Advisors, LLC70$2.21K<0.01%+113F-HRTimeline
POM Investment Strategies, LLC45$1.43K<0.01%-90113F-HRTimeline
Bear Mountain Capital, Inc.40$1.29K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC40$1.27K<0.01%013F-HRTimeline
Ulland Investment Advisors, LLC36$1K<0.01%013F-HRTimeline
Truvestments Capital LLC30$951<0.01%013F-HRTimeline
New Republic Capital, LLC27$856<0.01%013F-HRTimeline
RAELIPSKIE PARTNERSHIP25$793<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC21$666<0.01%013F-HRTimeline
REXFORD CAPITAL INC10$317<0.01%new13F-HRTimeline
Your Advocates Ltd., LLP7$222<0.01%+313F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co7$220<0.01%new13F-HRTimeline
Allied Private Wealth LLC6$194<0.01%13F-HRTimeline
Wilkerson Advisory Group LLC6$190<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC5$165<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.4$118<0.01%-5,64113F-HRTimeline
Eukles Asset Management2$63<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.