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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
Osbon Capital Management LLC213$6.54K0.01%013F-HRTimeline
Creative Capital Management Investments…201$6.17K<0.01%013F-HRTimeline
Citizens National Bank Trust Department180$5.52K<0.01%013F-HRTimeline
Longview Financial Advisors, Inc.178$5.47K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC57$5.36K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.174$5.34K<0.01%013F-HRTimeline
West Branch Capital LLC162$4.97K<0.01%013F-HRTimeline
Caitlin John, LLC157$4.82K<0.01%-1,06113F-HRTimeline
Kozak & Associates, Inc.155$4.76K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…151$4.63K<0.01%new13F-HRTimelineGroup
SFAM, LLC150$4.6K<0.01%013F-HRTimeline
United Financial Planning Group LLC149$4.57K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC133$4.08K<0.01%new13F-HRTimeline
Go Invest LLC127$3.89K<0.01%-263,48613F-HRTimeline
SITTNER & NELSON, LLC126$3.87K<0.01%013F-HRTimeline
General Partner, Inc.120$3.68K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC100$3.07K<0.01%013F-HRTimeline
Silicon Valley Capital Partners100$3.07K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division92$2.82K<0.01%+6213F-HRTimeline
Advocate Investing Services LLC84$2.57K<0.01%+113F-HRTimeline
Financial Network Wealth Advisors LLC78$2.39K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…76$2.33K<0.01%013F-HRTimeline
Gleason Group, Inc.76$2.32K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…72$2.21K<0.01%+2013F-HRTimelineGroup
Networth Advisors, LLC69$2.12K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc67$2.06K<0.01%+6413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…63$1.96K<0.01%+813F-HRTimelineGroup
Mosley Wealth Management64$1.75K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…56$1.72K<0.01%+613F-HRTimelineGroup
CHELSEA COUNSEL CO50$1.53K<0.01%new13F-HR/ATimeline
Private Wealth Management Group, LLC45$1.37K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC40$1.22K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC36$1K<0.01%013F-HRTimeline
Truvestments Capital LLC30$920<0.01%-36013F-HRTimeline
New Republic Capital, LLC27$828<0.01%013F-HRTimeline
AFFINITY WEALTH LLC21$644<0.01%-4,58813F-HRTimeline
Financially Speaking Inc11$338<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC6$184<0.01%-113F-HRTimeline
Investment Research & Advisory Group, I…5$158<0.01%013F-HRTimeline
Your Advocates Ltd., LLP4$124<0.01%-1613F-HRTimeline
Eukles Asset Management2$61<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC0$4<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.