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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sound View Wealth Advisors Group, LLC632,566$17.3M1.39%+433,04413F-HRTimeline
Parallel Advisors, LLC625,235$17.1M0.39%+404,26613F-HRTimeline
Chicago Partners Investment Group LLC624,391$17.1M0.57%+545,46513F-HRTimeline
Global Retirement Partners, LLC613,892$16.8M0.48%+407,22213F-HRTimeline
Stonehearth Capital Management, LLC610,355$16.7M6.69%+412,79213F-HRTimeline
Graves Light Lenhart Wealth, Inc.607,770$16.6M2.06%+406,81413F-HRTimeline
Weitzel Financial Services, Inc.600,291$16.5M7.78%+408,22413F-HRTimeline
Skyline Advisors, Inc.603,443$16.5M6.4%+408,67413F-HRTimeline
Ledyard National Bank599,945$16.4M1.54%+430,43013F-HRTimeline
MGO ONE SEVEN LLC596,753$16.3M0.63%+396,32313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC582,967$16.2M5.91%13F-HRTimeline
Whitegate Investment Counselors, Inc.590,979$16.1M5.54%+353,88613F-HRTimeline
Clark Wealth Partners590,137$16.1M12.51%13F-HRTimeline
Kades & Cheifetz LLC589,033$16.1M8.24%+391,36813F-HRTimeline
MORTON COMMUNITY BANK585,523$16M4.23%+394,99413F-HRTimeline
Lakeshore Financial Planning, Inc.579,966$15.8M6.76%+385,66713F-HRTimeline
Legacy Edge Advisors, LLC580,565$15.8M2.51%+391,50413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV578,558$15.8M3.58%+387,88813F-HRTimeline
Modern Wealth Management, LLC576,229$15.7M0.59%+551,06013F-HR/ATimeline
Mutual Advisors, LLC564,980$15.7M0.46%+21,05913F-HRTimeline
Financial Guidance Group, Inc.562,151$15.4M8.41%+361,86713F-HRTimeline
Integrated Investment Consultants, LLC561,993$15.4M3.17%+379,92213F-HR/ATimeline
Cooper Financial Group561,344$15.3M1.85%+386,83813F-HRTimeline
COZAD ASSET MANAGEMENT INC560,298$15.3M1.43%+374,80613F-HRTimeline
Matrix Trust Co558,669$15.3M2.65%+367,77613F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC555,330$15.1M2.44%+370,22013F-HRTimelineGroup
Snowden Capital Advisors LLC548,544$15M0.47%+369,24113F-HRTimeline
Christensen, King & Associates Investme…538,250$14.8M6.96%+355,89613F-HRTimeline
Strategic Investment Solutions, Inc. /IL271,096$14.8M4.95%+173,43713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.537,976$14.7M2.45%+391,96313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.532,642$14.6M0.71%+352,28113F-HRTimeline
New Insight Wealth Advisors522,380$14.3M7.15%+357,38013F-HRTimeline
Lighthouse Wealth Management Inc.516,402$14.1M12.92%13F-HRTimeline
IHT Wealth Management, LLC515,524$14.1M0.45%+312,51213F-HRTimeline
Capital Asset Advisory Services LLC510,214$14M0.69%+341,30813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC511,262$14M3.5%+346,00013F-HRTimeline
Shorepoint Capital Partners LLC508,135$13.9M3.17%+337,53813F-HRTimeline
Family Capital Management, Inc.507,977$13.9M8.38%+336,62613F-HRTimeline
Winthrop Capital Management, LLC507,006$13.8M3.67%new13F-HRTimeline
Mendel Capital Management LLC500,727$13.7M8.29%+329,56913F-HRTimeline
Farther Finance Advisors, LLC493,839$13.5M0.49%+436,13513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…491,892$13.4M4.74%+331,64613F-HRTimeline
Opulen Financial Group LLC490,503$13.4M12.18%13F-HRTimeline
Legacy Financial Strategies, LLC490,338$13.4M2.88%+320,81813F-HRTimeline
Advisory Alpha, LLC489,219$13.4M0.48%+345,57213F-HRTimeline
Eagle Strategies LLC487,150$13.3M2.3%+343,20913F-HRTimeline
Jaffetilchin Investment Partners, LLC486,798$13.3M0.96%+334,69213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…486,713$13.3M0.33%+324,32213F-HRTimelineGroup
Latko Wealth Management, Ltd.484,279$13.2M7.84%+328,81413F-HRTimeline
AllGen Financial Advisors, Inc.483,863$13.2M4.44%+321,46113F-HRTimeline
Strategic Blueprint, LLC483,291$13.2M0.79%+321,22313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC481,842$13.2M0.01%+311,35613F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…480,454$13.1M5.01%+309,72613F-HRTimelineGroup
Onyx Bridge Wealth Group LLC477,308$13M1.88%+335,37813F-HRTimeline
FINANCIAL COUNSELORS INC474,594$13M0.19%+328,72713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management474,334$13M0.19%+344,09313F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…473,174$12.9M4.21%+312,41813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co472,724$12.9M0.17%+217,22813F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…472,547$12.9M4.94%13F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC472,009$12.9M2.71%+310,83313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC467,223$12.8M0.78%+305,85213F-HRTimeline
GSG Advisors LLC465,591$12.7M4.01%+313,19713F-HRTimeline
VALLEY NATIONAL ADVISERS INC456,424$12.5M2.24%+320,75813F-HRTimeline
Mayfair Advisory Group, LLC454,919$12.4M7.32%+309,45113F-HRTimeline
CoreCap Advisors, LLC452,467$12.4M0.56%+309,21313F-HRTimeline
Blue Barn Wealth, LLC449,105$12.3M6.47%+305,26413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…443,228$12.3M0.03%+319,83513F-HRTimelineGroup
Advisory Services Network, LLC445,456$12.2M0.23%+244,08313F-HRTimeline
Trinity Financial Advisors LLC445,494$12.1M4.61%+307,65713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC444,265$12.1M0.17%+42,15613F-HRTimeline
Atria Investments, Inc442,540$12.1M0.15%+305,58013F-HRTimeline
FMR LLCin group FMR LLC441,421$12.1M<0.01%+313,45513F-HRTimelineGroup
Bison Wealth, LLC441,394$12.1M2.66%+309,40013F-HRTimeline
SevenBridge Financial Group, LLC430,634$12M2.27%-1,70513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC437,184$11.9M<0.01%+276,78313F-HRTimelineGroup
Avior Wealth Management, LLC433,699$11.8M0.43%+309,09813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC433,485$11.8M0.39%+297,41913F-HRTimeline
Fiduciary Alliance LLC430,466$11.8M1.19%+316,45913F-HRTimeline
Mesirow Financial Investment Management…429,664$11.7M0.23%+291,55213F-HRTimeline
Acorn Wealth Advisors, LLC429,381$11.7M4.84%+280,64113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC428,730$11.7M5.69%+304,72513F-HRTimeline
Sunbelt Securities, Inc.428,403$11.7M1.03%+308,48313F-HRTimeline
Kingsview Wealth Management, LLC422,621$11.5M0.22%+318,48113F-HRTimeline
FIRST MERCHANTS CORP422,104$11.5M0.44%+280,86513F-HRTimeline
Courage Miller Partners, LLC420,025$11.5M3.93%+280,18213F-HRTimeline
MONECO ADVISORS, LLC418,321$11.4M1.21%+279,78713F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC416,656$11.4M7.9%+279,65513F-HRTimeline
Goepper Burkhardt LLC416,625$11.4M4.62%+284,89613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding416,332$11.4M+335,364Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…415,640$11.4M4.23%+279,50313F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC413,673$11.3M7.59%+274,47313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…401,365$11.2M0.63%+277,87213F-HRTimeline
&PARTNERS407,853$11.2M0.13%+294,11313F-HRTimeline
PINKERTON WEALTH, LLC407,737$11.1M1.62%+256,32613F-HRTimeline
Curbstone Financial Management Corp406,846$11.1M2.35%+276,52413F-HRTimeline
Baker Ellis Asset Management LLC402,972$11M1.62%+267,72913F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC396,869$10.8M6.13%13F-HRTimeline
Clay Northam Wealth Management, LLC395,524$10.8M6.98%+260,20513F-HRTimeline
Canvas Wealth Advisors, LLC394,157$10.8M2.7%+267,45913F-HRTimeline
ALBION FINANCIAL GROUP /UT393,304$10.7M0.74%+268,87913F-HRTimeline
Midwest Financial Group LLC389,900$10.7M6.12%+260,95213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments388,775$10.6M0.66%+265,61013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…386,146$10.5M0.43%-20,19913F-HRTimelineGroup
XML Financial, LLC382,968$10.5M0.96%+261,34913F-HRTimeline
BlueChip Wealth Advisors LLC379,264$10.4M5.75%+259,31613F-HRTimeline
DHJJ Financial Advisors, Ltd.376,714$10.3M4.01%+251,23813F-HRTimeline
HAZLETT, BURT & WATSON, INC.376,106$10.3M4.55%+251,09513F-HRTimeline
Merkkuri Wealth Advisors LLC375,023$10.2M8.1%+253,76813F-HRTimeline
Winthrop Advisory Group LLC371,601$10.2M1.22%+246,43513F-HRTimeline
Bernard Wealth Management Corp.371,458$10.1M4.78%13F-HR/ATimeline
PITTENGER & ANDERSON INC369,688$10.1M0.37%+243,04913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC365,881$10M9.3%+209,66813F-HRTimeline
Red Mountain Financial, LLC361,083$9.86M10.61%+243,66513F-HRTimeline
SCOTIA CAPITAL INC.360,761$9.86M0.05%+241,76113F-HRTimeline
Meridian Financial Advisors, LLC358,527$9.79M6.76%+237,32013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.357,740$9.77M4.25%+243,91613F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…355,841$9.72M1.69%+209,29413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV355,039$9.7M0.71%+152,19613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC354,989$9.7M3.61%+245,58313F-HRTimeline
Bell Investment Advisors, Inc354,699$9.69M1.81%+239,52613F-HRTimeline
FRG Family Wealth Advisors LLC353,395$9.65M1.75%+227,94513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …351,734$9.61M1.45%+234,39613F-HRTimeline
Garden State Investment Advisory Servic…350,062$9.57M2.94%+235,68413F-HRTimeline
Curtis Advisory Group, LLC346,246$9.46M2.5%+244,37513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC345,972$9.45M0.21%+234,62813F-HRTimelineGroup
YHB Investment Advisors, Inc.345,864$9.45M0.78%+231,13713F-HRTimeline
Coastwise Capital Group, LLC341,665$9.33M7.46%+222,67413F-HRTimeline
EWG Elevate Inc.340,952$9.31M2.84%new13F-HRTimeline
Guardian Wealth Management, Inc.340,460$9.3M6.34%+324,20213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC336,090$9.18M0.13%+222,56113F-HRTimelineGroup
MFA Wealth Services334,940$9.15M7.34%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT332,771$9.09M1.11%+221,71013F-HRTimeline
Fairway Financial, LLC332,422$9.08M8.29%13F-HRTimeline
Edge Capital Group, LLC331,969$9.07M0.46%+221,69713F-HRTimeline
Cordgrass Capital Advisors, LLC330,142$9.02M2.62%+225,70513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…328,384$8.97M0.08%+212,54213F-HRTimelineGroup
Next Level Wealth Planning, LLC327,211$8.94M7.03%13F-HRTimeline
TRUE Private Wealth Advisors327,184$8.94M1.09%+230,28313F-HRTimeline
DAVENPORT & Co LLC327,018$8.93M0.05%+225,59513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC322,747$8.82M2.28%+221,57313F-HR/ATimeline
Benchmark Financial Wealth Advisors, LLC321,972$8.8M2.82%+220,64813F-HRTimeline
MADDEN SECURITIES Corp317,414$8.67M3.47%+215,06713F-HRTimeline
TruWealth Advisors, LLC315,091$8.63M0.52%+208,71913F-HRTimeline
Avant Capital LLC314,271$8.59M7.12%13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.312,701$8.54M2.77%+209,93713F-HRTimeline
Joseph Group Capital Management312,184$8.53M3.36%+207,08013F-HRTimeline
Summit Financial, LLC311,603$8.51M0.3%+299,46013F-HRTimeline
New England Private Wealth Advisors LLC309,589$8.46M1.34%+213,37413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp308,039$8.42M0.49%+217,96113F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC307,618$8.4M0.8%+209,65413F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…303,142$8.28M0.16%+217,17813F-HRTimelineGroup
John W. Brooker & Co., CPAs301,896$8.25M3.56%+201,79813F-HRTimeline
Sendero Wealth Management, LLC301,260$8.23M1.23%+212,60313F-HRTimeline
Keystone Financial Group, Inc.299,981$8.2M6.64%13F-HRTimeline
HBW ADVISORY SERVICES LLC299,149$8.17M0.84%+197,84513F-HRTimeline
Davis Capital Management298,672$8.16M6.65%+191,70213F-HRTimeline
Bridgewealth Advisory Group, LLC292,747$8.15M2.3%+165,68313F-HRTimeline
Prosperitas Financial LLC293,868$8.03M4.06%+199,30213F-HRTimeline
CW Advisors, LLC293,119$8.01M0.11%+194,93513F-HRTimeline
JT Stratford LLC292,797$8M1.31%+201,34013F-HRTimeline
Global Financial Private Client, LLC290,319$7.93M2.97%+193,20413F-HRTimeline
Ted Buchan & Co287,782$7.86M3.71%+193,33113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.286,366$7.82M0.54%+189,05413F-HRTimelineGroup
BCS Wealth Management285,294$7.79M1.94%new13F-HRTimeline
Robbins Farley285,170$7.79M3.8%+189,63713F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding285,060$7.79M+237,550Timeline
Womack Financial LLC283,930$7.76M6.88%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED283,709$7.73M0.72%+153,31913F-HRTimeline
Apriem Advisors282,139$7.71M0.88%+205,42013F-HRTimeline
Tull Financial Group, Inc.282,070$7.71M4.65%+49,73413F-HRTimeline
Bruce G. Allen Investments, LLC281,838$7.7M6.25%+191,67713F-HRTimeline
MTM FINANCIAL GROUP, LLC282,269$7.69M4.6%+187,16713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management281,106$7.68M0.24%+183,69813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC280,278$7.66M0.01%+255,47013F-HRTimelineGroup
Penney Financial, LLC278,722$7.61M5.11%+188,54613F-HRTimeline
Platform Technology Partners278,382$7.61M2.3%+194,15213F-HRTimeline
Sage Financial Management Group, Inc.278,080$7.6M2.81%+192,07113F-HRTimeline
Signal Advisors Wealth, LLC277,296$7.58M0.86%+194,23413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding280,371$7.57M+8,229Timeline
Concord Wealth Partnersgroup of 2 filers holding276,834$7.56M+188,761Timeline
O'Connor Financial Group LLC276,486$7.55M3.95%+191,30413F-HRTimeline
MBA Advisors LLC276,316$7.55M3.83%+185,79313F-HRTimeline
AE Wealth Management LLC275,169$7.52M0.06%+130,17213F-HRTimeline
ORG Partners LLC270,934$7.4M1%+180,44613F-HRTimeline
Alpha Omega Group, Inc.269,389$7.36M8.67%+182,23413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.268,819$7.34M4.96%+180,92713F-HRTimeline
Foguth Wealth Management, LLC.261,167$7.33M1.92%+188,53313F-HRTimeline
Second Half Financial Partners, LLC266,676$7.29M3.56%+162,11313F-HRTimeline
Orion Porfolio Solutions, LLC265,572$7.26M0.07%+165,48513F-HRTimeline
Orion Portfolio Solutions, LLC265,572$7.26M0.07%+165,48513F-HRTimeline
Custos Family Office, LLC265,227$7.25M2.54%+177,11813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd264,028$7.21M0.14%new13F-HRTimelineGroup
Navalign, LLC262,236$7.16M2.11%+180,10713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…261,438$7.14M0.53%+171,25313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC260,199$7.11M0.96%+186,08013F-HRTimeline
Meridian Wealth Management, LLC259,558$7.09M0.34%+174,71513F-HRTimeline
Mayflower Financial Advisors, LLC258,139$7.05M1.05%+183,03313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC257,981$7.05M4.18%+172,90913F-HRTimeline
Strategic Wealth Partners, Ltd.252,944$7.04M0.58%+167,93313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC257,709$7.04M0.27%+174,90513F-HRTimeline