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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Stonehearth Capital Management, LLC633,985$17.7M7.34%+23,63013F-HRTimeline
Parallel Advisors, LLC626,487$17.5M0.4%+1,25213F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC622,799$17.4M7.78%+225,93013F-HRTimeline
Skyline Advisors, Inc.616,111$17.2M6.78%+12,66813F-HRTimeline
Graves Light Lenhart Wealth, Inc.610,500$17.1M2.1%+2,73013F-HRTimeline
MORTON COMMUNITY BANK602,151$16.8M4.41%+16,62813F-HRTimeline
New Insight Wealth Advisors599,461$16.8M7.61%+77,08113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC599,389$16.8M0.01%+117,54713F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.599,235$16.8M2.9%+61,25913F-HRTimeline
Legacy Edge Advisors, LLC597,666$16.7M2.61%+17,10113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV595,077$16.6M3.67%+16,51913F-HRTimeline
Cooper Financial Group593,002$16.6M2.18%+31,65813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC592,953$16.6M<0.01%+155,76913F-HR/ATimelineGroup
Integrated Investment Consultants, LLC592,085$16.6M3.3%+30,09213F-HR/ATimeline
MinichMacGregor Wealth Management, LLC586,751$16.4M3.67%new13F-HRTimeline
MGO ONE SEVEN LLC582,700$16.3M0.63%-14,05313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC576,519$16.1M4.53%-102,28913F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC573,930$16M2.15%+18,60013F-HRTimelineGroup
Snowden Capital Advisors LLC571,440$16M0.51%+22,89613F-HRTimeline
Certified Advisory Corp569,402$15.9M1.8%-150,15213F-HRTimeline
Clark Wealth Partners568,648$15.9M11.79%-21,48913F-HRTimeline
Weitzel Financial Services, Inc.594,173$15.9M7.57%-6,11813F-HRTimeline
ALBION FINANCIAL GROUP /UT563,921$15.8M1.12%+170,61713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC562,042$15.7M6%-20,92513F-HRTimeline
Financial Guidance Group, Inc.558,352$15.6M8.43%-3,79913F-HRTimeline
MJT & Associates Financial Advisory Gro…556,114$15.5M14.93%13F-HRTimeline
Lakeshore Financial Planning, Inc.553,339$15.5M6.44%-26,62713F-HRTimeline
COZAD ASSET MANAGEMENT INC550,987$15.4M1.54%-9,31113F-HRTimeline
Sound View Wealth Advisors Group, LLC547,465$15.3M1.26%-85,10113F-HRTimeline
Advisory Alpha, LLC546,435$15.3M0.52%+57,21613F-HR/ATimeline
Prepared Retirement Institute LLC541,410$15.1M9.66%-101,98113F-HRTimeline
Whitegate Investment Counselors, Inc.540,343$15.1M5.36%-50,63613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC539,060$15.1M4.01%+27,79813F-HRTimeline
Advisory Services Network, LLC534,750$15M0.29%+89,29413F-HRTimeline
Christensen, King & Associates Investme…534,481$14.9M7.06%-3,76913F-HRTimeline
IHT Wealth Management, LLC526,695$14.7M0.46%+11,17113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.523,893$14.6M0.72%-8,74913F-HRTimeline
Bison Wealth, LLC563,079$14.6M1.36%+551,09113F-HRTimeline
GeoWealth Management, LLC519,414$14.5M0.58%+519,32113F-HRTimeline
Lighthouse Wealth Management Inc.518,389$14.5M13.28%+1,98713F-HRTimeline
Jaffetilchin Investment Partners, LLC515,618$14.4M1.05%+28,82013F-HRTimeline
Onyx Bridge Wealth Group LLC515,570$14.4M2.07%+38,26213F-HRTimeline
Eagle Strategies LLC513,149$14.3M2.49%+25,99913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…512,581$14.3M5.18%+20,68913F-HRTimeline
SCOTIA CAPITAL INC.512,359$14.3M0.08%+151,59813F-HRTimeline
Koshinski Asset Management, Inc.508,509$14.2M1.21%-150,31613F-HRTimeline
Fiduciary Alliance LLC507,905$14.2M1.4%+77,43913F-HRTimeline
Capital Asset Advisory Services LLC509,364$14.2M0.72%-85013F-HRTimeline
Opulen Financial Group LLC504,648$14.1M12.82%+14,14513F-HRTimeline
Mendel Capital Management LLC504,551$14.1M8.54%+3,82413F-HRTimeline
Mutual Advisors, LLC547,828$14.1M0.4%-17,15213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…502,937$14.1M0.37%+16,22413F-HRTimelineGroup
Family Capital Management, Inc.500,318$14M8.63%-7,65913F-HRTimeline
Winthrop Capital Management, LLC499,988$14M3.85%-7,01813F-HRTimeline
FINANCIAL COUNSELORS INC498,855$13.9M0.21%+24,26113F-HRTimeline
Sunbelt Securities, Inc.496,545$13.9M1.24%+68,14213F-HRTimeline
Kingsview Wealth Management, LLC491,749$13.7M0.26%+69,12813F-HRTimeline
Shorepoint Capital Partners LLC490,417$13.7M3.1%-17,71813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC487,551$13.6M2.86%+15,54213F-HRTimeline
CW Advisors, LLC483,242$13.5M0.16%+190,12313F-HRTimeline
Strategic Blueprint, LLC482,929$13.5M0.74%-36213F-HRTimeline
CoreCap Advisors, LLC482,895$13.5M0.59%+30,42813F-HRTimeline
Strategic Family Wealth Counselors, L.L…482,234$13.5M4.38%+9,06013F-HRTimeline
Investor's Fiduciary Advisor Network, L…478,996$13.4M6.32%+6,44913F-HRTimeline
Blue Barn Wealth, LLC476,722$13.3M6.95%+27,61713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…475,536$13.3M0.03%+32,30813F-HRTimelineGroup
Legacy Financial Strategies, LLC473,385$13.2M2.89%-16,95313F-HRTimeline
Mayfair Advisory Group, LLC472,885$13.2M7.63%+17,96613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC471,675$13.2M0.82%+4,45213F-HRTimeline
Apriem Advisors468,068$13.1M1.53%+185,92913F-HRTimeline
AllGen Financial Advisors, Inc.466,663$13M3.86%-17,20013F-HRTimeline
VALLEY NATIONAL ADVISERS INC465,380$13M2.35%+8,95613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC465,162$13M0.18%+20,89713F-HRTimeline
Latko Wealth Management, Ltd.465,015$13M8.43%-19,26413F-HRTimeline
Matrix Trust Co457,148$12.8M2.16%-101,52113F-HRTimeline
Chicago Partners Investment Group LLC495,020$12.7M0.42%-129,37113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC448,888$12.6M6.25%+20,15813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…446,381$12.5M0.3%+259,14613F-HRTimelineGroup
Curbstone Financial Management Corp444,626$12.4M2.62%+37,78013F-HRTimeline
Yukon Wealth Management, Inc.443,335$12.4M5.15%13F-HRTimeline
Trinity Financial Advisors LLC462,582$12.4M4.46%+17,08813F-HR/ATimeline
TRUE Private Wealth Advisors441,833$12.4M1.5%+114,64913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…440,989$12.3M4.6%-39,46513F-HRTimelineGroup
GSG Advisors LLC475,325$12.3M4.04%+9,73413F-HRTimeline
Mesirow Financial Investment Management…438,761$12.3M0.24%+9,09713F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC433,598$12.1M5.32%-625,32913F-HRTimeline
Courage Miller Partners, LLC428,548$12M4.06%+8,52313F-HRTimeline
Acorn Wealth Advisors, LLC426,503$11.9M4.96%-2,87813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC425,432$11.9M0.41%-8,05313F-HRTimeline
FMR LLCin group FMR LLC424,519$11.9M<0.01%-16,90213F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC423,551$11.8M7.94%+9,87813F-HRTimeline
Goepper Burkhardt LLC423,540$11.8M4.73%+6,91513F-HRTimeline
&PARTNERS431,092$11.8M0.13%+23,23913F-HRTimeline
Avior Wealth Management, LLC420,363$11.8M0.45%-13,33613F-HRTimeline
Synergy Investment Management, LLC416,172$11.6M4.86%+166,85413F-HRTimeline
XML Financial, LLC415,541$11.6M1.09%+32,57313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…413,685$11.6M4.11%-1,95513F-HRTimeline
MONECO ADVISORS, LLC411,454$11.5M1.19%-6,86713F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding401,699$11.2M-14,633Timeline
FIRST MERCHANTS CORP401,443$11.2M0.45%-20,66113F-HRTimeline
Baker Ellis Asset Management LLC397,882$11.1M1.61%-5,09013F-HRTimeline
Midwest Financial Group LLC396,774$11.1M6.45%+6,87413F-HRTimeline
Clay Northam Wealth Management, LLC390,395$10.9M7.64%-5,12913F-HRTimeline
GWN SECURITIES INC.411,884$10.9M0.61%+385,55013F-HRTimeline
Summit Financial, LLC389,231$10.9M0.3%+77,62813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…388,924$10.9M0.45%+2,77813F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC388,743$10.9M4.58%+167,15913F-HR/ATimeline
Obsidian Personal Planning Solutions LLC414,778$10.7M4.78%+171,03613F-HRTimeline
Coastwise Capital Group, LLC381,752$10.7M8.98%+40,08713F-HRTimeline
Montis Financial, LLC379,697$10.6M3.12%+171,38013F-HRTimeline
HAZLETT, BURT & WATSON, INC.377,641$10.6M4.75%+1,53513F-HRTimeline
BlueChip Wealth Advisors LLC377,387$10.6M5.18%-1,87713F-HRTimeline
DHJJ Financial Advisors, Ltd.376,406$10.5M4.24%-30813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co373,878$10.5M0.14%-98,84613F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC370,061$10.3M8.97%+4,18013F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…369,541$10.3M2%+13,70013F-HRTimelineGroup
Red Mountain Financial, LLC364,131$10.2M12.41%+3,04813F-HRTimeline
Meridian Financial Advisors, LLC362,375$10.1M7.11%+3,84813F-HRTimeline
Bernard Wealth Management Corp.362,097$10.1M4.94%-9,36113F-HRTimeline
DAVENPORT & Co LLC361,781$10.1M0.06%+34,76313F-HRTimeline
Winthrop Advisory Group LLC360,170$10.1M1.21%-11,43113F-HRTimeline
Bell Investment Advisors, Inc359,978$10.1M1.86%+5,27913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC357,292$9.99M6.74%-59,36413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC356,406$9.97M3.87%+1,41713F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.355,019$9.93M4.49%-2,72113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC354,604$9.91M0.14%+18,51413F-HRTimelineGroup
FRG Family Wealth Advisors LLC354,125$9.9M1.91%+73013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding361,813$9.89M+15,841Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC349,872$9.78M0.29%+258,61313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV348,968$9.76M0.74%-6,07113F-HRTimeline
Next Level Wealth Planning, LLC348,439$9.74M7.38%+21,22813F-HRTimeline
YHB Investment Advisors, Inc.347,758$9.72M0.81%+1,89413F-HRTimeline
Atria Investments, Inc346,028$9.67M0.12%-96,51213F-HRTimeline
Cordgrass Capital Advisors, LLC345,130$9.65M2.76%+14,98813F-HRTimeline
Prosperitas Financial LLC345,045$9.65M4.99%+51,17713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…343,640$9.61M0.19%+40,49813F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …343,446$9.6M1.47%-8,28813F-HRTimeline
Merkkuri Wealth Advisors LLC341,117$9.54M8.17%-33,90613F-HRTimeline
PITTENGER & ANDERSON INC340,468$9.52M0.35%-29,22013F-HRTimeline
PINKERTON WEALTH, LLC339,972$9.51M1.23%-67,76513F-HRTimeline
Fairway Financial, LLC338,604$9.47M8.59%+6,18213F-HRTimeline
TruWealth Advisors, LLC330,983$9.28M0.56%+15,89213F-HRTimeline
SevenBridge Financial Group, LLC346,363$9.15M1.8%-84,27113F-HRTimeline
Gunma Bank,Ltd.325,000$9.09M2.93%+90,00013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.324,958$9.09M2.9%+12,25713F-HRTimeline
Sendero Wealth Management, LLC323,463$9.04M1.26%+22,20313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC323,327$9.04M2.46%+58013F-HRTimeline
Joseph Group Capital Management322,668$9.02M3.45%+10,48413F-HRTimeline
Avant Capital LLC321,146$8.98M7.47%+6,87513F-HRTimeline
Carnegie Investment Counsel346,649$8.97M0.21%+106,08513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…318,257$8.9M0.08%-10,12713F-HRTimelineGroup
Dynamic Advisor Solutions LLC317,181$8.87M0.29%new13F-HRTimeline
Northwest Capital Management Inc317,087$8.87M3.64%+171,72713F-HRTimeline
Trek Financial, LLC316,939$8.86M0.64%+249,48613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp316,917$8.86M0.54%+8,87813F-HRTimelineGroup
O'Connor Financial Group LLC314,794$8.8M4.58%+38,30813F-HRTimeline
Canvas Wealth Advisors, LLC345,337$8.79M2.26%-48,82013F-HRTimeline
MADDEN SECURITIES Corp313,669$8.77M3.4%-3,74513F-HRTimeline
John W. Brooker & Co., CPAs312,718$8.74M3.62%+10,82213F-HRTimeline
Keystone Financial Group, Inc.340,661$8.7M6.13%+40,68013F-HRTimeline
New England Private Wealth Advisors LLC310,972$8.69M1.34%+1,38313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP309,139$8.64M<0.01%+55,69013F-HRTimelineGroup
Curtis Advisory Group, LLC303,551$8.49M2.49%-42,69513F-HRTimeline
JT Stratford LLC303,171$8.48M1.5%+10,37413F-HRTimeline
Ted Buchan & Co302,099$8.45M3.99%+14,31713F-HRTimeline
SCS Capital Management LLC301,780$8.44M0.11%new13F-HR/ATimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE301,489$8.43M1.56%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC301,253$8.42M0.84%-6,36513F-HR/ATimeline
Platform Technology Partners300,053$8.39M2.44%+21,67113F-HRTimeline
HBW ADVISORY SERVICES LLC299,513$8.37M1.19%+36413F-HRTimeline
Sage Financial Management Group, Inc.299,268$8.37M3.04%+21,18813F-HRTimeline
NOVEM GROUP298,276$8.34M1.18%+253,08913F-HRTimeline
Asset Allocation & Management Company, …297,168$8.31M4.21%+150,00013F-HRTimeline
MTM FINANCIAL GROUP, LLC295,614$8.25M4.82%+13,34513F-HRTimeline
Bruce G. Allen Investments, LLC294,487$8.23M6.52%+12,64913F-HRTimeline
ORG Partners LLC293,981$8.22M2.02%+23,04713F-HRTimeline
Penney Financial, LLC292,747$8.19M5.38%+14,02513F-HRTimeline
Davis Capital Management292,588$8.18M6.52%-6,08413F-HRTimeline
HBK Sorce Advisory LLC291,927$8.16M0.24%+34,41813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management289,923$8.11M0.26%+8,81713F-HRTimelineGroup
Global Financial Private Client, LLC289,759$8.1M3.09%-56013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding310,355$8.04M+29,984Timeline
Empowered Funds, LLC287,060$8.03M0.11%+282,10513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT286,761$8.02M1%-46,01013F-HRTimeline
Caprock Group, LLC285,502$7.98M0.24%+58,01013F-HRTimeline
MBA Advisors LLC284,772$7.96M3.94%+8,45613F-HRTimeline
AE Wealth Management LLC283,701$7.93M0.07%+8,53213F-HRTimeline
Womack Financial LLC283,644$7.93M7.26%-28613F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.283,566$7.93M0.57%-2,80013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED287,173$7.92M0.74%+3,46413F-HR/ATimeline
Robbins Farley282,580$7.9M4.19%-2,59013F-HRTimeline
Clearstead Advisors, LLC277,390$7.76M0.12%+25,84213F-HRTimeline
BCS Wealth Management277,186$7.75M1.99%-8,10813F-HRTimeline
Johnson & White Wealth Management, LLC276,378$7.73M4.34%+20,30613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC276,200$7.72M1.05%+16,00113F-HRTimeline
Mayflower Financial Advisors, LLC276,133$7.72M1.17%+17,99413F-HRTimeline
MFA Wealth Services275,281$7.7M6.33%-59,65913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC271,598$7.59M2.87%-50,37413F-HRTimeline
Meridian Wealth Management, LLC270,550$7.56M0.37%+10,99213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC270,502$7.56M0.08%+127,97213F-HRTimelineGroup