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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cooper Financial Group632,513$16.8M1.97%+39,51113F-HRTimeline
Advisory Services Network, LLC630,378$16.7M0.27%+95,62813F-HRTimeline
Hidden Cove Wealth Management, LLC628,213$16.6M12.06%-142,00013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC625,972$16.6M6.67%+3,17313F-HRTimeline
Graves Light Lenhart Wealth, Inc.625,015$16.6M1.97%+14,51513F-HRTimeline
Skyline Advisors, Inc.618,903$16.4M6.06%+2,79213F-HRTimeline
Advisory Alpha, LLC616,474$16.3M0.51%+70,03913F-HRTimeline
Weitzel Financial Services, Inc.609,545$16.3M6.91%+15,37213F-HRTimeline
MGO ONE SEVEN LLC614,914$16.3M0.53%+32,21413F-HRTimeline
Jaffetilchin Investment Partners, LLC609,311$16.1M1.06%+93,69313F-HRTimeline
Clark Wealth Partners608,888$16.1M10.89%+40,24013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC608,520$16.1M0.01%+9,13113F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV590,568$15.7M3.15%-4,50913F-HRTimeline
MORTON COMMUNITY BANK590,418$15.6M3.89%-11,73313F-HRTimeline
MJT & Associates Financial Advisory Gro…586,061$15.5M19.26%+29,94713F-HR/ATimeline
New Insight Wealth Advisors580,869$15.4M6.33%-18,59213F-HRTimeline
Qube Research & Technologies Ltd580,010$15.4M0.02%+412,02213F-HRTimeline
Koshinski Asset Management, Inc.577,002$15.3M1.15%+68,49313F-HRTimeline
Integrated Investment Consultants, LLC574,846$15.2M2.99%-17,23913F-HRTimeline
Parallel Advisors, LLC569,755$15.1M0.3%-56,73213F-HRTimeline
Snowden Capital Advisors LLC565,172$15M0.44%-6,26813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC560,252$14.8M3.43%+21,19213F-HRTimeline
Atria Wealth Solutions, Inc.557,436$14.8M0.34%-804,60713F-HRTimeline
Stonehearth Capital Management, LLC557,803$14.8M6.12%-76,18213F-HRTimeline
DAVENPORT & Co LLC556,558$14.7M0.08%+194,77713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC552,709$14.6M5.06%-9,33313F-HRTimeline
Mutual Advisors, LLC535,985$14.6M0.37%-11,84313F-HRTimeline
Prepared Retirement Institute LLC551,977$14.6M8.62%+10,56713F-HRTimeline
Midwest Trust Co542,570$14.4M0.2%13F-HRTimeline
Whitegate Investment Counselors, Inc.539,422$14.3M4.85%-92113F-HRTimeline
Kingsview Wealth Management, LLC536,291$14.2M0.24%+44,54213F-HRTimeline
SCOTIA CAPITAL INC.534,911$14.2M0.07%+22,55213F-HRTimeline
Eagle Strategies LLC534,217$14.2M2.16%+21,06813F-HRTimeline
Synergy Investment Management, LLC534,058$14.2M8.53%+117,88613F-HRTimeline
Financial Guidance Group, Inc.531,741$14.1M6.85%-26,61113F-HRTimeline
Onyx Bridge Wealth Group LLC531,329$14.1M1.86%+15,75913F-HRTimeline
Sound View Wealth Advisors Group, LLC528,070$14M1.03%-19,39513F-HRTimeline
COZAD ASSET MANAGEMENT INC527,677$14M1.22%-23,31013F-HR/ATimeline
Christensen, King & Associates Investme…521,382$13.8M6.33%-13,09913F-HRTimeline
Capital Asset Advisory Services LLC509,754$13.8M0.65%+39013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…518,741$13.7M4.36%+77,75213F-HRTimelineGroup
IHT Wealth Management, LLC515,968$13.7M0.38%-10,72713F-HRTimeline
Midwest Financial Group LLC515,904$13.7M7.19%+119,13013F-HRTimeline
CoreCap Advisors, LLC512,891$13.6M0.55%+29,99613F-HRTimeline
Dakota Wealth Management511,699$13.6M0.29%-261,11313F-HRTimeline
Family Capital Management, Inc.508,516$13.5M7.06%+8,19813F-HRTimeline
CW Advisors, LLC507,927$13.5M0.13%+24,68513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC506,146$13.4M6.16%+57,25813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC503,409$13.3M2.57%+15,85813F-HRTimeline
Opulen Financial Group LLC503,342$13.3M10.94%-1,30613F-HRTimeline
Latko Wealth Management, Ltd.500,869$13.3M7.46%+35,85413F-HRTimeline
Montis Financial, LLC498,216$13.2M3.67%+118,51913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…498,212$13.2M0.3%-4,72513F-HRTimelineGroup
EP Wealth Advisors, LLC495,271$13.1M0.09%+306,17713F-HRTimeline
Mendel Capital Management LLC491,318$13M7.42%-13,23313F-HRTimeline
Blue Barn Wealth, LLC491,076$13M6.13%+14,35413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.487,631$12.9M0.58%-36,26213F-HRTimeline
Yukon Wealth Management, Inc.485,603$12.9M4.6%+42,26813F-HRTimeline
Investor's Fiduciary Advisor Network, L…485,525$12.9M4.78%+6,52913F-HRTimeline
GSG Advisors LLC485,007$12.9M3.73%+9,68213F-HRTimeline
Lighthouse Wealth Management Inc.483,152$12.8M11.08%-35,23713F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC478,107$12.7M4.26%+44,50913F-HRTimeline
Winthrop Capital Management, LLC474,307$12.6M3.18%-25,68113F-HRTimeline
Legacy Financial Strategies, LLC473,201$12.5M2.46%-18413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV471,907$12.5M0.86%+122,93913F-HRTimeline
Trinity Financial Advisors LLC469,442$12.4M3.81%+6,86013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…466,646$12.4M0.24%+20,26513F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…465,630$12.3M3.52%-16,60413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC464,941$12.3M0.15%-22113F-HRTimeline
Global Retirement Partners, LLC459,965$12.2M0.3%13F-HRTimeline
Mesirow Financial Investment Management…458,848$12.2M0.24%+20,08713F-HRTimeline
Strategic Blueprint, LLC457,466$12.1M0.6%-25,46313F-HRTimeline
Goepper Burkhardt LLC457,150$12.1M4.46%+33,61013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC456,275$12.1M0.33%+30,84313F-HRTimeline
FMR LLCin group FMR LLC454,355$12M<0.01%+29,83613F-HRTimelineGroup
Courage Miller Partners, LLC446,482$11.8M3.75%+17,93413F-HRTimeline
Curbstone Financial Management Corp444,136$11.8M2.41%-49013F-HRTimeline
Acorn Wealth Advisors, LLC443,402$11.8M4.37%+16,89913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp441,825$11.7M0.27%+124,90813F-HRTimelineGroup
Sunbelt Securities, Inc.428,343$11.7M1.03%-68,20213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding441,578$11.7M+39,879Timeline
TRUE Private Wealth Advisors432,675$11.5M1.29%-9,15813F-HRTimeline
Obsidian Personal Planning Solutions LLC431,559$11.4M4.63%+16,78113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC430,270$11.4M7.03%+6,71913F-HRTimeline
Avior Wealth Management, LLC424,709$11.3M0.39%+4,34613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…422,330$11.2M0.02%-588,79313F-HR/ATimelineGroup
XML Financial, LLC420,582$11.1M0.97%+5,04113F-HRTimeline
Chicago Partners Investment Group LLC407,064$11.1M0.32%-87,95613F-HRTimeline
Mayfair Advisory Group, LLC414,387$11.1M5.25%-58,49813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…413,294$11.1M0.02%-62,24213F-HR/ATimelineGroup
&PARTNERS419,586$11.1M0.09%-11,50613F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…418,690$11.1M3.62%+5,00513F-HRTimeline
Canvas Wealth Advisors, LLC406,202$11M2.18%+60,86513F-HRTimeline
Coastwise Capital Group, LLC412,070$10.9M8.69%+30,31813F-HRTimeline
Mayflower Financial Advisors, LLC409,831$10.9M1.51%+133,69813F-HRTimeline
Summit Financial, LLC405,457$10.7M0.24%+16,22613F-HRTimeline
Redhawk Wealth Advisors, Inc.404,462$10.7M1.34%+183,90913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…403,681$10.7M0.39%+14,75713F-HRTimelineGroup
Baker Ellis Asset Management LLC398,881$10.6M1.45%+99913F-HRTimeline
VALLEY NATIONAL ADVISERS INC398,002$10.5M1.72%-67,37813F-HRTimeline
Orgel Wealth Management, LLC396,483$10.5M0.25%-11,123,62713F-HRTimeline
CHANNEL WEALTH LLC394,853$10.5M2.96%+154,24813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC393,771$10.4M0.02%-887,86013F-HRTimelineGroup
Lakeshore Financial Planning, Inc.393,459$10.4M4.19%-159,88013F-HRTimeline
MONECO ADVISORS, LLC388,491$10.3M0.96%-22,96313F-HRTimeline
Clay Northam Wealth Management, LLC384,554$10.2M6.51%-5,84113F-HRTimeline
DHJJ Financial Advisors, Ltd.383,236$10.2M3.67%+6,83013F-HRTimeline
Next Level Wealth Planning, LLC383,170$10.2M6.5%+34,73113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC382,918$10.1M3.83%-5,82513F-HRTimeline
BlueChip Wealth Advisors LLC379,804$10.1M4.48%+2,41713F-HRTimeline
Compass Wealth Management, LLC/GA377,573$10M5.36%13F-HRTimeline
Red Mountain Financial, LLC377,205$10M11.1%+13,07413F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC376,129$9.97M6.43%+18,83713F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC374,351$9.92M0.11%+103,84913F-HRTimelineGroup
Atria Investments, Inc374,237$9.92M0.12%+28,20913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC370,442$9.82M0.12%+15,83813F-HRTimelineGroup
American Alpha Advisors, LLC368,164$9.76M7.87%new13F-HRTimeline
Carnegie Investment Counsel364,787$9.67M0.19%+18,13813F-HRTimeline
Meridian Financial Advisors, LLC364,231$9.65M6.25%+1,85613F-HRTimeline
O'Connor Financial Group LLC352,689$9.65M4.25%+37,89513F-HRTimeline
HAZLETT, BURT & WATSON, INC.363,103$9.62M3.94%-14,53813F-HRTimeline
Keystone Financial Group, Inc.355,740$9.61M6.12%+15,07913F-HRTimeline
Winthrop Advisory Group LLC362,617$9.61M0.93%+2,44713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE362,097$9.6M1.68%+60,60813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC361,853$9.59M3.41%+5,44713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC361,582$9.58M7.25%-8,47913F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.359,782$9.53M3.94%+4,76313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…357,030$9.46M3.16%-155,55113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding355,477$9.42M-6,336Timeline
FRG Family Wealth Advisors LLC355,192$9.41M1.64%+1,06713F-HRTimeline
Certified Advisory Corp354,731$9.4M0.98%-214,67113F-HRTimeline
Prosperitas Financial LLC354,238$9.39M4.41%+9,19313F-HRTimeline
Fairway Financial, LLC352,406$9.34M7.9%+13,80213F-HRTimeline
Tradewinds, LLC.352,264$9.33M7.09%new13F-HRTimeline
Merkkuri Wealth Advisors LLC352,264$9.33M7.09%+11,14713F-HRTimeline
YHB Investment Advisors, Inc.352,222$9.33M0.72%+4,46413F-HRTimeline
Cordgrass Capital Advisors, LLC350,729$9.29M2.51%+5,59913F-HRTimeline
Bell Investment Advisors, Inc350,274$9.28M1.6%-9,70413F-HRTimeline
Bernard Wealth Management Corp.349,902$9.27M4.3%-12,19513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.349,363$9.26M2.64%+24,40513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…349,016$9.25M0.15%+5,37613F-HRTimelineGroup
Dynamic Advisor Solutions LLC347,595$9.21M0.28%+30,41413F-HRTimeline
JNBA Financial Advisors347,478$9.21M0.89%-457,41913F-HRTimeline
SMITH, MOORE & CO.342,416$9.07M0.76%+85,04213F-HRTimeline
Joseph Group Capital Management342,239$9.07M3.05%+19,57113F-HR/ATimeline
PITTENGER & ANDERSON INC336,269$8.91M0.33%-4,19913F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …334,226$8.86M1.53%-9,22013F-HRTimeline
Fiduciary Alliance LLC332,619$8.81M0.66%-175,28613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO330,930$8.77M0.15%+245,22013F-HRTimeline
SevenBridge Financial Group, LLC322,743$8.75M1.54%-23,62013F-HRTimeline
HBW ADVISORY SERVICES LLC327,062$8.67M1.07%+27,54913F-HRTimeline
Gunma Bank,Ltd.325,000$8.61M2.81%013F-HRTimeline
TruWealth Advisors, LLC320,282$8.51M0.47%-10,70113F-HRTimeline
FIRST MERCHANTS CORP321,105$8.51M0.33%-80,33813F-HRTimeline
AE Wealth Management LLC321,104$8.51M0.06%+37,40313F-HRTimeline
Avant Capital LLC318,606$8.44M6.55%-2,54013F-HRTimeline
Savvy Advisors, Inc.314,912$8.35M0.56%+105,14513F-HRTimeline
New England Private Wealth Advisors LLC309,609$8.31M1.22%-1,36313F-HRTimeline
Marquette Asset Management, LLC310,099$8.22M1.38%-1,712,40913F-HRTimeline
Platform Technology Partners309,925$8.21M2.14%+9,87213F-HRTimeline
BCS Wealth Management309,762$8.21M1.77%+32,57613F-HRTimeline
MADDEN SECURITIES Corp309,529$8.2M2.75%-4,14013F-HRTimeline
PINKERTON WEALTH, LLC309,512$8.2M0.98%-30,46013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED308,291$8.17M0.68%+21,11813F-HRTimeline
Sendero Wealth Management, LLC307,010$8.14M1.02%-16,45313F-HR/ATimeline
MBA Advisors LLC302,698$8.02M3.7%+17,92613F-HRTimeline
Asset Allocation & Management Company, …302,057$8.01M3.71%+4,88913F-HRTimeline
Curtis Advisory Group, LLC301,786$8M2.01%-1,76513F-HRTimeline
MTM FINANCIAL GROUP, LLC301,639$7.98M4.33%+6,02513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…298,599$7.91M0.06%-19,65813F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC298,570$7.91M0.71%-2,68313F-HR/ATimeline
Penney Financial, LLC296,404$7.85M3.99%+3,65713F-HRTimeline
Ted Buchan & Co295,937$7.84M3.12%-6,16213F-HRTimeline
Robbins Farley295,635$7.83M3.65%+13,05513F-HRTimeline
Quantinno Capital Management LP293,843$7.79M0.03%+58,59013F-HRTimeline
Johnson & White Wealth Management, LLC292,611$7.75M3.91%+16,23313F-HRTimeline
Bruce G. Allen Investments, LLC291,646$7.73M5.86%-2,84113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT290,762$7.71M0.9%+4,00113F-HRTimeline
Belpointe Asset Management LLC290,490$7.7M0.32%+45,92213F-HRTimeline
Global Financial Private Client, LLC290,349$7.69M2.89%+59013F-HRTimeline
Clearstead Advisors, LLC287,871$7.63M0.11%+10,48113F-HRTimeline
World Investment Advisors287,189$7.61M0.17%+48,43713F-HRTimeline
ORG Partners LLC281,347$7.61M1.62%-12,63413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.286,478$7.59M4.79%+17,70713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC285,384$7.56M0.94%+9,18413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.285,193$7.56M0.52%+1,62713F-HRTimelineGroup
HBK Sorce Advisory LLC284,895$7.55M0.2%-7,03213F-HRTimeline
Guardian Financial Partners, LLC284,751$7.55M3.39%+14,81013F-HRTimeline
Womack Financial LLC284,545$7.54M6.28%+90113F-HR/ATimeline
Sage Financial Management Group, Inc.283,956$7.53M2.6%-15,31213F-HRTimeline
JT Stratford LLC283,324$7.51M1.14%-19,84713F-HRTimeline
Mission Hills Financial Advisory, LLC282,642$7.49M4.65%+46,03613F-HRTimeline
MSH Capital Advisors LLC281,793$7.47M2.15%+20,46413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC281,300$7.45M5.72%+18,61913F-HRTimeline
SCS Capital Management LLC278,813$7.39M0.08%-22,96713F-HRTimeline
Trek Financial, LLC277,768$7.36M0.49%-39,17113F-HRTimeline
Continuum Advisory, LLC275,418$7.3M0.88%+9,03313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co275,257$7.29M0.09%-98,62113F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.270,500$7.17M0.08%+75,28213F-HRTimeline
Financial Partners Group, Inc270,113$7.16M0.99%+29,37013F-HRTimeline