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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
Foguth Wealth Management, LLC.559,502$18.3M2.08%+34,02713F-HRTimeline
Mayflower Financial Advisors, LLC574,381$18.2M1.57%+43,12213F-HRTimeline
Prepared Retirement Institute LLC569,163$18M7.68%-13,85013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC568,963$18M5.58%+11,15513F-HRTimeline
Opulen Financial Group LLC567,755$18M11.32%+2,23813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…560,479$17.8M2.05%-10,73713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP559,189$17.7M0.22%+501,66113F-HRTimeline
Gotham Asset Management, LLC558,773$17.7M0.04%+381,37813F-HRTimeline
Savvy Advisors, Inc.558,571$17.7M0.38%-23,48313F-HRTimeline
Summit Financial, LLC552,588$17.5M0.19%+35,57813F-HRTimeline
EP Wealth Advisors, LLC550,939$17.5M0.07%+60,83013F-HRTimeline
Baltimore-Washington Financial Advisors…549,648$17.4M0.65%+541,74313F-HRTimeline
SCOTIA CAPITAL INC.540,267$17.1M0.06%+21,76113F-HRTimeline
Silver Coast Investments LLC536,364$17M5.06%-1,58813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC535,292$17M0.2%013F-HRTimelineGroup
Carnegie Investment Counsel530,769$16.8M0.34%+68,41013F-HRTimeline
Asset One Wealth Management LLC513,677$16.6M1.75%-40,34913F-HRTimeline
Financial Guidance Group, Inc.517,863$16.4M6.14%+1,34013F-HRTimeline
Sound View Wealth Advisors Group, LLC517,197$16.4M1.02%-3,39413F-HRTimeline
Bouchey Financial Group, Ltd.514,953$16.3M1.05%-1,841,71113F-HRTimeline
Kingsview Wealth Management, LLC506,762$16.1M0.19%+63,28113F-HRTimeline
Curbstone Financial Management Corp498,692$15.8M2.69%-7,11813F-HRTimeline
Whitegate Investment Counselors, Inc.497,459$15.8M4.49%-1,75613F-HRTimeline
Capital Asset Advisory Services LLC497,068$15.8M0.57%-6,23513F-HRTimeline
GSG Advisors LLC496,190$15.7M3.46%+4,67113F-HRTimeline
Yukon Wealth Management, Inc.492,325$15.6M4.47%+166,13413F-HRTimeline
truNorth Financial Services, Inc.488,015$15.5M13.86%+7,72713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO485,800$15.4M1.27%-40,53713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS485,030$15.4M1.56%new13F-HRTimeline
Christensen, King & Associates Investme…484,902$15.4M6.11%-13,35113F-HRTimeline
Mendel Capital Management LLC484,713$15.4M6.92%-1,09813F-HRTimeline
Schaeffer Financial LLC482,072$15.3M11.82%+21,09913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC479,137$15.2M7.14%-11,00913F-HRTimeline
Mesirow Financial Investment Management…478,115$15.2M0.24%-4,26513F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC475,724$15.1M7.21%+18,30813F-HRTimeline
Midwest Trust Co474,504$15M0.17%+1,22913F-HRTimeline
TRUE Private Wealth Advisors473,631$15M1.3%+11,46713F-HRTimeline
Lighthouse Wealth Management Inc.471,641$15M9.29%+16,19513F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC470,729$14.9M3.67%+25413F-HRTimeline
DMKC Advisory Services, LLC468,762$14.9M2.81%+114,37513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…468,335$14.9M3.75%+6,13913F-HRTimeline
Courage Miller Partners, LLC468,296$14.8M3.92%-1,13713F-HRTimeline
Strategic Family Wealth Counselors, L.L…464,827$14.7M3.43%+7,54213F-HRTimeline
PLANNING DIRECTIONS INC459,308$14.6M6.75%-25,74013F-HRTimeline
Next Level Wealth Planning, LLC455,656$14.4M6.36%+17,40413F-HRTimeline
Mutual Advisors, LLC452,686$14.4M0.27%-14,54413F-HRTimeline
Per Stirling Capital Management, LLC.452,483$14.3M1.37%+30,30913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE451,863$14.3M1.95%+25,34313F-HRTimeline
Coastwise Capital Group, LLC449,966$14.3M8.29%+2,65213F-HRTimeline
Parallel Advisors, LLC446,114$14.1M0.22%+44,14413F-HRTimeline
Legacy Financial Strategies, LLC437,276$13.9M2.15%+80513F-HRTimeline
Sunburst Financial Group, LLC428,381$13.6M2.27%-4,86213F-HRTimeline
FINANCIAL CONSULATE, INC426,828$13.5M1.51%+13,29913F-HRTimeline
Dakota Wealth Management422,715$13.4M0.26%+2,14913F-HRTimeline
Winthrop Capital Management, LLC421,081$13.4M3.22%-12,49513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC420,897$13.3M2.52%-7,85513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding398,730$13.3M+215,665Timeline
World Investment Advisors433,016$13.3M0.22%-15,10213F-HRTimeline
Koshinski Asset Management, Inc.417,546$13.2M0.7%-2,24013F-HRTimeline
Quantinno Capital Management LP416,241$13.2M0.02%+157,53913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.413,829$13.1M1.98%-63,72613F-HRTimeline
Acorn Wealth Advisors, LLC411,257$13M3.18%+1,98813F-HRTimeline
BlueChip Wealth Advisors LLC410,081$13M4.93%+1,97513F-HRTimeline
Platform Technology Partners409,809$13M2.13%+28,22313F-HRTimeline
DHJJ Financial Advisors, Ltd.405,666$12.9M3.71%+29,58113F-HRTimeline
Richardson Capital Management LLC403,966$12.8M5.47%-17,66613F-HRTimeline
Canvas Wealth Advisors, LLC401,118$12.7M1.77%+12,10513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…400,330$12.7M0.11%+52,22313F-HRTimelineGroup
Bruce G. Allen Investments, LLC399,879$12.7M8.08%-23,59713F-HRTimeline
Wealthspire Retirement, LLC399,700$12.7M0.7%-87,39113F-HRTimeline
Investor's Fiduciary Advisor Network, L…397,125$12.6M4.28%-38,17913F-HRTimeline
Red Mountain Financial, LLC396,823$12.6M10.56%+20,51213F-HRTimeline
Monetary Solutions, Ltd393,111$12.5M10.74%-9,92913F-HRTimeline
XML Financial, LLC390,817$12.4M0.9%-12,41113F-HRTimeline
Baker Ellis Asset Management LLC388,699$12.3M1.28%+5,30013F-HRTimeline
Avior Wealth Management, LLC387,669$12.3M0.32%-29,54113F-HRTimeline
American Alpha Advisors, LLC386,969$12.3M7.26%+4,76313F-HRTimeline
Midwest Financial Group LLC386,258$12.2M4.3%+5,28813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.383,686$12.2M2.68%+19,84213F-HRTimeline
Latko Wealth Management, Ltd.382,593$12.1M5.15%+27,48313F-HRTimeline
Clay Northam Wealth Management, LLC380,858$12.1M5.94%-5,36213F-HRTimeline
Fairway Financial, LLC380,828$12.1M8.26%+3,89113F-HRTimeline
Keystone Financial Group, Inc.380,415$12.1M6.33%-11,16213F-HRTimeline
WealthPlan Investment Management, LLC380,233$12.1M0.6%+212,56413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC379,548$12M1.16%+22,21813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC378,246$12M0.48%-21,43913F-HRTimeline
Clearstead Advisors, LLC376,960$12M0.11%-55,00513F-HRTimeline
Moran Wealth Management, LLC375,959$11.9M0.33%+61,51413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…375,523$11.9M0.21%-32,33313F-HRTimelineGroup
Friday Financial363,808$11.8M3.17%+32,39913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC367,249$11.6M0.02%+27,32913F-HRTimelineGroup
Winthrop Advisory Group LLC366,832$11.6M0.78%-7,44813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…366,061$11.6M0.33%+98,17913F-HRTimelineGroup
Kellett Wealth Advisors, LLC364,899$11.6M5.39%+22,40913F-HRTimeline
Bell Investment Advisors, Inc364,874$11.6M1.7%+2,13113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC364,332$11.6M6.33%+24,76213F-HRTimeline
Prosperitas Financial LLC364,240$11.6M3.7%+4,83413F-HRTimeline
Drucker Wealth 3.0, LLC363,376$11.5M1.82%+51,75913F-HRTimeline
Lakeshore Financial Planning, Inc.363,303$11.5M3.71%-16,40613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP362,931$11.5M0.02%-519,71613F-HR/ATimelineGroup
Mission Hills Financial Advisory, LLC360,484$11.4M5.02%-32113F-HRTimeline
AE Wealth Management LLC359,359$11.4M0.05%+54,32413F-HRTimeline
MBA Advisors LLC358,869$11.4M3.87%+20,12813F-HRTimeline
Biondo Investment Advisors, LLC358,450$11.4M1.39%new13F-HRTimeline
Sequoia Financial Advisors, LLC357,685$11.3M0.06%-26,60413F-HRTimeline
Belpointe Asset Management LLC352,790$11.2M0.37%+64,40813F-HRTimeline
IMA Advisory Services, Inc.350,749$11.1M0.7%+103,67713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.349,290$11.1M0.4%+6,35213F-HRTimeline
Mayfair Advisory Group, LLC332,594$11.1M3.34%+9,46213F-HRTimeline
IFG Advisory, LLC346,246$11M0.38%+343,86613F-HRTimeline
MSH Capital Advisors LLC343,606$10.9M1.89%+18,51813F-HRTimeline
Virginia Estate & Retirement Planning A…10,533,989$10.9M13.12%new13F-HRTimeline
Kure Advisory, LLC342,987$10.9M5.16%+31,10313F-HRTimeline
Robbins Farley342,610$10.9M4.17%+49,59313F-HRTimeline
Phil A. Younker & Associates, Ltd.342,607$10.9M7.32%+68,11513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…341,904$10.8M0.13%+33,10313F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC339,120$10.8M0.69%-7,31013F-HRTimeline
McAlister, Sweet & Associates, Inc.339,024$10.8M5.75%+6,76813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC336,670$10.7M0.58%+13,63813F-HRTimeline
Meridian Financial Advisors, LLC336,197$10.7M5.12%-3,22913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp335,788$10.6M0.18%+14,56413F-HRTimelineGroup
Fidelis Wealth Advisors LLC334,109$10.6M15.87%-107,25113F-HR/ATimeline
Johnson & White Wealth Management, LLC333,090$10.6M3.95%+7,92013F-HRTimeline
HBW ADVISORY SERVICES LLC332,830$10.6M0.95%+89213F-HRTimeline
STEVENS CAPITAL PARTNERS329,569$10.5M1.99%-3,27813F-HRTimeline
Barry Investment Advisors, LLC326,312$10.3M2.16%+75,08213F-HRTimeline
Redhawk Wealth Advisors, Inc.325,850$10.3M1.02%-310,31913F-HRTimeline
Betterment LLC325,702$10.3M0.02%+54,52213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC323,518$10.3M2.67%-63,83113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED323,324$10.3M0.62%-75,12513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC323,158$10.2M2.53%+14,04713F-HRTimeline
Joseph Group Capital Management322,053$10.2M2.15%-1,80013F-HRTimeline
YHB Investment Advisors, Inc.320,655$10.2M0.65%+8,45713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.320,292$10.2M0.39%013F-HRTimelineGroup
Appalachian Capital Management Ltd319,735$10.1M7.35%+8,11213F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.317,313$10.1M5.43%+8,39413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.313,962$10.1M0.01%+40,11913F-HRTimelineGroup
Duncan Williams Asset Management, LLC317,239$10.1M2.27%+70,94313F-HRTimeline
Fiduciary Alliance LLC316,561$10M0.68%-69,65913F-HRTimeline
Coquina Private Wealth LLC312,259$9.9M6.72%+10,54713F-HRTimeline
Robertson Stephens Wealth Management, L…310,258$9.84M0.24%+56,95913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …309,885$9.83M0.07%+54913F-HRTimelineGroup
New Insight Wealth Advisors308,724$9.79M2.89%+35,59513F-HRTimeline
HBK Sorce Advisory LLC289,747$9.75M0.19%+31,15313F-HRTimeline
New England Private Wealth Advisors LLC292,384$9.73M0.94%+33,82113F-HRTimeline
Premier Private Wealth Management LLC306,387$9.72M8.5%+30,56313F-HRTimeline
Compound Planning, Inc.306,159$9.71M0.25%+3,61413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…304,455$9.65M6.5%+3,14613F-HRTimeline
Sage Financial Management Group, Inc.303,678$9.63M2.65%+7,72313F-HRTimeline
North Star Investment Management Corp.300,951$9.54M0.52%+18,97313F-HRTimeline
BEACON FINANCIAL PLANNING, INC300,191$9.52M3.23%+20,49313F-HRTimeline
Diversified Enterprises, LLC299,543$9.5M0.46%-5,49413F-HRTimeline
MONECO ADVISORS, LLC298,357$9.46M0.58%+25,37113F-HRTimeline
B&D White Capital Company, LLC296,287$9.4M0.94%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC295,957$9.39M0.09%+30,08513F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC294,746$9.35M0.27%+14,11113F-HRTimeline
Penney Financial, LLC293,595$9.31M3.25%-14,59613F-HRTimeline
LaSalle St. Investment Advisors, LLC293,484$9.31M1.14%+11,49313F-HRTimeline
Orgel Wealth Management, LLC293,403$9.3M0.18%-3,00413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP292,407$9.27M0.11%+38,12013F-HRTimeline
Livet Wealth, LLC290,827$9.22M5.32%-5,98313F-HRTimeline
Investors Research Corp290,362$9.21M1.65%+10,14613F-HRTimeline
Navalign, LLC290,110$9.2M2.14%-24413F-HRTimeline
Avant Capital LLC289,514$9.18M5.75%-4,51413F-HRTimeline
Karras Company, Inc.287,846$9.13M8.27%-7,64613F-HRTimeline
PITTENGER & ANDERSON INC286,139$9.07M0.32%-3,07013F-HRTimeline
Curtis Advisory Group, LLC285,569$9.06M1.76%-2513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC285,201$9.04M2.15%-11,65713F-HRTimeline
Dynamic Advisor Solutions LLC283,307$8.98M0.26%+12,31113F-HRTimeline
INTEGRITY ALLIANCE, LLC.282,534$8.96M0.28%+8,22413F-HRTimeline
VALLEY NATIONAL ADVISERS INC281,058$8.91M0.99%-1,28913F-HRTimeline
NCM Capital Management, LLC280,122$8.88M2.74%+17,84313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding279,097$8.85M-72,856Timeline
TRAPHAGEN INVESTMENT ADVISORS LLC278,360$8.83M0.63%+48,59313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…278,061$8.82M0.23%+183,60613F-HRTimelineGroup
Crescent Sterling, Ltd.277,997$8.82M7.88%+8,02613F-HRTimeline
MADDEN SECURITIES Corp276,622$8.77M2.44%-27,35813F-HRTimeline
HRC WEALTH MANAGEMENT, LLC274,610$8.71M3.56%+2,19613F-HRTimeline
IEQ CAPITAL, LLC273,905$8.69M0.04%-3,28313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …273,689$8.68M1.02%-1,44013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC273,635$8.68M0.04%+111,00613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.272,608$8.64M0.57%-1,45013F-HRTimelineGroup
Guardian Financial Partners, LLC272,355$8.64M3.36%+9,35113F-HRTimeline
Compass Wealth Management, LLC/GA271,324$8.6M3.43%-64213F-HRTimeline
Keeler Thomas Management LLC268,611$8.52M3.02%new13F-HRTimeline
Old Port Advisors266,050$8.44M1.67%-84113F-HRTimeline
Michels Family Financial, LLC265,345$8.41M5.39%+6,41913F-HRTimeline
Matrix Trust Co264,820$8.4M1.22%-7,30613F-HRTimeline
Tudor Financial Inc.264,504$8.39M3.77%+6,36013F-HR/ATimeline
Davis Capital Management263,766$8.36M4.95%-7,10813F-HRTimeline
SevenBridge Financial Group, LLC245,554$8.32M1.22%-9,16013F-HRTimeline
Skyline Advisors, Inc.262,410$8.32M2.61%-118,87513F-HRTimeline
NWAM LLC261,366$8.29M0.41%+9,64913F-HRTimeline
Visionary Wealth Advisors261,313$8.29M0.33%+15,18613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…260,830$8.27M2.38%+7,91713F-HRTimeline
Continuum Advisory, LLC259,619$8.23M0.67%+32,49813F-HRTimeline
PlanVest Financial, Inc258,618$8.2M5.48%-54613F-HRTimeline
D.B. Root & Company, LLC258,507$8.2M1.74%+77,40013F-HRTimeline
Chicago Partners Investment Group LLC248,991$8.17M0.16%+9,96413F-HRTimeline
Plancorp, LLC250,369$8.15M0.2%-25913F-HRTimeline