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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…586,593$16M2.23%-77,34913F-HRTimeline
Snowden Capital Advisors LLC578,116$15.8M0.43%+12,94413F-HRTimeline
Integrated Investment Consultants, LLC561,365$15.3M2.6%-13,48113F-HRTimeline
MORTON COMMUNITY BANK571,484$15.3M3.54%-18,93413F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC555,772$15.2M3.34%-4,48013F-HRTimeline
Hidden Cove Wealth Management, LLC547,941$15M9.88%-80,27213F-HRTimeline
SCOTIA CAPITAL INC.540,389$14.8M0.06%+5,47813F-HRTimeline
Onyx Bridge Wealth Group LLC540,026$14.7M1.6%+8,69713F-HRTimeline
Blue Barn Wealth, LLC534,779$14.6M6.41%+43,70313F-HRTimeline
Yukon Wealth Management, Inc.526,416$14.4M4.71%+40,81313F-HRTimeline
Midwest Trust Co522,802$14.3M0.19%-19,76813F-HRTimeline
Midwest Financial Group LLC522,636$14.3M6.8%+6,73213F-HRTimeline
Koshinski Asset Management, Inc.522,578$14.3M0.96%-54,42413F-HRTimeline
Sound View Wealth Advisors Group, LLC520,986$14.2M0.98%-7,08413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC519,874$14.2M5.91%+13,72813F-HRTimeline
Whitegate Investment Counselors, Inc.518,695$14.2M4.66%-20,72713F-HRTimeline
Capital Asset Advisory Services LLC515,366$14.1M0.61%+5,61213F-HRTimeline
Mutual Advisors, LLC519,775$14M0.31%-16,21013F-HRTimeline
Financial Guidance Group, Inc.513,522$14M6.29%-18,21913F-HRTimeline
Opulen Financial Group LLC511,992$14M10.6%+8,65013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.511,618$14M2.42%-126,89113F-HRTimeline
Christensen, King & Associates Investme…511,354$14M6%-10,02813F-HRTimeline
Montis Financial, LLC503,106$13.7M3.17%+4,89013F-HRTimeline
Parallel Advisors, LLC493,195$13.5M0.25%-76,56013F-HRTimeline
Sunbelt Securities, Inc.489,396$13.4M0.92%+61,05313F-HRTimeline
GSG Advisors LLC482,300$13.3M3.51%-2,70713F-HRTimeline
Mendel Capital Management LLC484,859$13.2M6.94%-6,45913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC484,373$13.2M3.64%-647,15413F-HRTimeline
Winthrop Capital Management, LLC483,039$13.2M3.19%+8,73213F-HRTimeline
Shorepoint Capital Partners LLC482,648$13.2M2.62%13F-HRTimeline
Summit Financial, LLC481,701$13.2M0.2%+76,24413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC480,918$13.1M0.02%+454,74813F-HRTimelineGroup
Trinity Financial Advisors LLC477,010$13M3.76%+7,56813F-HRTimeline
Sanctuary Advisors, LLC476,939$13M0.07%-326,44613F-HR/ATimeline
FMR LLCin group FMR LLC474,697$13M<0.01%+20,34213F-HRTimelineGroup
Legacy Financial Strategies, LLC472,756$12.9M2.33%-44513F-HRTimeline
Mayflower Financial Advisors, LLC472,256$12.9M1.62%+62,42513F-HRTimeline
Global Retirement Partners, LLC471,282$12.9M0.29%+11,31713F-HRTimeline
Courage Miller Partners, LLC471,123$12.9M3.85%+24,64113F-HRTimeline
Investor's Fiduciary Advisor Network, L…468,797$12.8M4.34%-16,72813F-HRTimeline
Sunburst Financial Group, LLC468,471$12.8M2.69%-914,60313F-HRTimeline
Strategic Family Wealth Counselors, L.L…468,236$12.8M3.29%+2,60613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp467,861$12.8M0.24%+26,03613F-HRTimelineGroup
Duncan Williams Asset Management, LLC466,110$12.7M3.58%-658,58213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC465,006$12.7M0.01%new13F-HRTimelineGroup
TRUE Private Wealth Advisors463,372$12.7M1.29%+30,69713F-HRTimeline
Dakota Wealth Management463,298$12.6M0.26%-48,40113F-HR/ATimeline
Mesirow Financial Investment Management…463,281$12.6M0.23%+4,43313F-HRTimeline
Latko Wealth Management, Ltd.459,136$12.5M6.35%-41,73313F-HRTimeline
Lighthouse Wealth Management Inc.457,715$12.5M10.14%-25,43713F-HRTimeline
&PARTNERS455,006$12.4M0.08%+35,42013F-HRTimeline
Curbstone Financial Management Corp454,206$12.4M2.38%+10,07013F-HRTimeline
Family Capital Management, Inc.452,943$12.4M5.9%-55,57313F-HRTimeline
Kingsview Wealth Management, LLC450,222$12.3M0.19%-86,06913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…449,626$12.3M4.03%+30,93613F-HRTimeline
Obsidian Personal Planning Solutions LLC458,722$12.3M4.26%+27,16313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding447,069$12.2M+5,491Timeline
SARD WEALTH MANAGEMENT GROUP, LLC446,621$12.2M6.96%+16,35113F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC445,583$12.2M3.81%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…440,853$12M0.02%+27,55913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…440,397$12M0.21%-26,24913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…434,143$11.9M0.25%-64,06913F-HRTimelineGroup
Coastwise Capital Group, LLC433,509$11.8M8.33%+21,43913F-HRTimeline
Acorn Wealth Advisors, LLC431,302$11.8M3.69%-12,10013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC426,664$11.6M3.6%-126,04513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV425,846$11.6M0.72%-46,06113F-HRTimeline
Avior Wealth Management, LLC421,199$11.5M0.37%-3,51013F-HRTimeline
XML Financial, LLC420,814$11.5M0.94%+23213F-HRTimeline
Canvas Wealth Advisors, LLC410,502$11.3M2.05%+4,30013F-HRTimeline
Next Level Wealth Planning, LLC410,459$11.2M6.33%+27,28913F-HRTimeline
Sequoia Financial Advisors, LLC407,347$11.1M0.07%+193,41913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC405,956$11.1M0.75%-580,24113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC404,160$11M6.35%+28,03113F-HRTimeline
COZAD ASSET MANAGEMENT INC400,085$10.9M0.87%-127,59213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC398,292$10.9M0.12%+27,85013F-HRTimelineGroup
Orgel Wealth Management, LLC395,713$10.8M0.25%-77013F-HRTimeline
Baker Ellis Asset Management LLC394,940$10.8M1.33%-3,94113F-HRTimeline
New Insight Wealth Advisors394,799$10.8M4.05%-186,07013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.394,779$10.8M0.45%-92,85213F-HRTimeline
Atria Investments, Inc394,768$10.8M0.12%+20,53113F-HRTimeline
BlueChip Wealth Advisors LLC392,821$10.7M4.58%+13,01713F-HRTimeline
Clay Northam Wealth Management, LLC388,722$10.6M6.06%+4,16813F-HRTimeline
Lakeshore Financial Planning, Inc.388,009$10.6M3.93%-5,45013F-HRTimeline
CHANNEL WEALTH LLC385,365$10.5M2.81%-9,48813F-HRTimeline
DHJJ Financial Advisors, Ltd.384,102$10.5M3.56%+86613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE382,259$10.4M1.52%+20,16213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC380,789$10.4M0.02%-12,98213F-HRTimelineGroup
Goepper Burkhardt LLC380,203$10.4M3.54%-76,94713F-HRTimeline
Red Mountain Financial, LLC377,049$10.3M10.45%-15613F-HRTimeline
American Alpha Advisors, LLC375,591$10.3M7.41%+7,42713F-HRTimeline
Compass Wealth Management, LLC/GA371,725$10.1M4.49%-5,84813F-HRTimeline
VALLEY NATIONAL ADVISERS INC370,585$10.1M1.57%-27,41713F-HRTimeline
Redhawk Wealth Advisors, Inc.368,518$10.1M1.17%-35,94413F-HRTimeline
MONECO ADVISORS, LLC366,798$10M0.84%-21,69313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC365,559$9.98M3.34%+3,70613F-HRTimeline
Prosperitas Financial LLC365,550$9.98M4.14%+11,31213F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC365,292$9.97M0.11%-9,05913F-HRTimelineGroup
Carnegie Investment Counsel365,150$9.97M0.19%+36313F-HRTimeline
O'Connor Financial Group LLC363,323$9.92M4.16%+10,63413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC363,286$9.92M0.24%-92,98913F-HRTimeline
Meridian Financial Advisors, LLC362,794$9.9M5.58%-1,43713F-HRTimeline
Fairway Financial, LLC361,627$9.87M7.78%+9,22113F-HRTimeline
Winthrop Advisory Group LLC361,149$9.86M0.86%-1,46813F-HRTimeline
Keystone Financial Group, Inc.358,233$9.78M5.51%+2,49313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC358,145$9.78M6.76%-3,43713F-HRTimeline
Cordgrass Capital Advisors, LLC356,519$9.73M2.4%+5,79013F-HRTimeline
Horizon Investments, LLC354,882$9.69M0.13%-551,24113F-HRTimeline
Hudock, Inc.352,345$9.62M1.46%-662,02113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…351,336$9.59M0.13%+2,32013F-HRTimelineGroup
Bell Investment Advisors, Inc351,076$9.58M1.57%+80213F-HRTimeline
Mayfair Advisory Group, LLC349,671$9.55M4.09%-64,71613F-HRTimeline
FRG Family Wealth Advisors LLC348,506$9.51M1.53%-6,68613F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.346,271$9.45M2.55%-3,09213F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.345,791$9.44M3.76%-13,99113F-HRTimeline
Dynamic Advisor Solutions LLC343,117$9.37M0.27%-4,47813F-HRTimeline
World Investment Advisors341,675$9.33M0.19%+54,48613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC340,331$9.29M0.01%+148,02913F-HRTimelineGroup
Joseph Group Capital Management338,742$9.25M2.61%-3,49713F-HRTimeline
Diversified Enterprises, LLC338,027$9.23M0.62%-4,222,85213F-HRTimeline
HBW ADVISORY SERVICES LLC337,857$9.22M1.04%+10,79513F-HRTimeline
Merkkuri Wealth Advisors LLC336,336$9.18M6.66%-15,92813F-HRTimeline
Qube Research & Technologies Ltd335,534$9.16M0.01%-244,47613F-HRTimeline
Mission Hills Financial Advisory, LLC333,245$9.1M4.83%+50,60313F-HRTimeline
Asset Allocation & Management Company, …329,627$9M3.8%+27,57013F-HRTimeline
Fiduciary Alliance LLC328,817$8.98M0.6%-3,80213F-HRTimeline
Drucker Wealth 3.0, LLC326,525$8.91M1.59%+247,03713F-HRTimeline
IHT Wealth Management, LLC325,489$8.89M0.22%-190,47913F-HRTimeline
Gunma Bank,Ltd.325,000$8.87M2.78%013F-HRTimeline
PITTENGER & ANDERSON INC325,003$8.87M0.33%-11,26613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …323,939$8.84M1.42%-10,28713F-HRTimeline
Platform Technology Partners322,726$8.81M2.11%+12,80113F-HRTimeline
YHB Investment Advisors, Inc.321,159$8.77M0.64%-31,06313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC320,994$8.76M0.68%+22,42413F-HR/ATimeline
Arkadios Wealth Advisors320,635$8.75M0.21%+105,99213F-HRTimeline
AE Wealth Management LLC315,950$8.63M0.05%-5,15413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED315,782$8.62M0.65%+7,49113F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.314,200$8.58M0.09%+43,70013F-HRTimeline
Avant Capital LLC310,895$8.49M5.97%-7,71113F-HRTimeline
MBA Advisors LLC310,720$8.48M3.62%+8,02213F-HRTimeline
Clearstead Advisors, LLC309,802$8.46M0.12%+21,93113F-HRTimeline
MADDEN SECURITIES Corp309,460$8.45M2.58%-6913F-HRTimeline
Johnson & White Wealth Management, LLC308,820$8.43M3.86%+16,20913F-HRTimeline
Savvy Advisors, Inc.307,199$8.39M0.39%-7,71313F-HRTimeline
Robbins Farley306,977$8.38M3.48%+11,34213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…306,706$8.37M0.06%+8,10713F-HRTimelineGroup
Penney Financial, LLC306,235$8.36M3.74%+9,83113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC304,954$8.33M0.95%+19,57013F-HRTimeline
New England Private Wealth Advisors LLC303,503$8.29M1.09%-6,10613F-HRTimeline
Guardian Financial Partners, LLC301,971$8.24M3.48%+17,22013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC300,925$8.22M5.58%+19,62513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.299,599$8.18M4.72%+13,12113F-HRTimeline
MSH Capital Advisors LLC299,105$8.17M2.19%+17,31213F-HRTimeline
Bruce G. Allen Investments, LLC298,959$8.16M5.85%+7,31313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…298,067$8.14M2.56%-58,96313F-HRTimeline
Strategic Blueprint, LLC297,899$8.13M0.36%-159,56713F-HRTimeline
Sage Financial Management Group, Inc.296,379$8.09M2.58%+12,42313F-HRTimeline
Curtis Advisory Group, LLC295,912$8.08M1.83%-5,87413F-HRTimeline
Modern Wealth Management, LLC294,294$8.03M0.16%+63,24413F-HRTimeline
MRWM Advisors, LLC290,508$7.93M4.52%+41,68013F-HRTimeline
Compound Planning, Inc.288,368$7.87M0.25%+78,32913F-HRTimeline
STEVENS CAPITAL PARTNERS288,275$7.87M2.35%+77,09013F-HRTimeline
JNBA Financial Advisors288,042$7.86M0.71%-59,43613F-HRTimeline
BCS Wealth Management287,377$7.85M1.77%-22,38513F-HRTimeline
Davis Capital Management284,286$7.76M5.38%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…283,853$7.75M0.27%-119,82813F-HRTimelineGroup
SMITH, MOORE & CO.282,347$7.71M0.59%-60,06913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC282,121$7.7M0.47%+225,85113F-HRTimeline
Accredited Wealth Management, LLC18,574$7.7M5.78%-243,82413F-HRTimeline
IEQ CAPITAL, LLC280,962$7.67M0.02%+52,44013F-HRTimeline
ORG Partners LLC280,579$7.66M1.4%-76813F-HRTimeline
DT Investment Partners, LLC280,030$7.64M0.65%new13F-HRTimeline
RMG Wealth Management LLC281,831$7.64M1.08%-4,622,77713F-HRTimeline
Kure Advisory, LLC277,818$7.58M4.68%+12,30013F-HRTimeline
SevenBridge Financial Group, LLC277,708$7.55M1.24%-45,03513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC276,192$7.54M2.27%+16,84113F-HRTimeline
Friday Financial274,296$7.49M3.14%+70,80813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.273,217$7.46M0.5%-11,97613F-HRTimelineGroup
Navalign, LLC272,575$7.44M1.96%+5,86713F-HRTimeline
Womack Financial LLC272,194$7.43M5.64%-12,35113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…269,607$7.36M1.83%-249,13413F-HRTimelineGroup
Belpointe Asset Management LLC269,185$7.35M0.28%-21,30513F-HRTimeline
PINKERTON WEALTH, LLC267,392$7.3M0.78%-42,12013F-HRTimeline
Continuum Advisory, LLC266,574$7.28M0.77%-8,84413F-HRTimeline
Plancorp, LLC266,150$7.27M0.23%-3,59713F-HRTimeline
SCS Capital Management LLC265,963$7.26M0.08%-12,85013F-HRTimeline
U.S. Capital Wealth Advisors, LLC265,877$7.26M0.2%+11,01213F-HRTimeline
TruWealth Advisors, LLC263,600$7.22M0.37%-56,68213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP263,811$7.2M<0.01%+1,31813F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.262,664$7.17M5.49%+82,65613F-HRTimeline
Per Stirling Capital Management, LLC.262,410$7.16M0.86%+10,08713F-HRTimeline
Arrowroot Family Office, LLC261,685$7.14M2.85%-82213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC260,474$7.11M0.01%new13F-HRTimeline
Financial Partners Group, Inc259,501$7.08M0.88%-10,61213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC259,309$7.08M0.62%+39,59013F-HRTimeline
NCM Capital Management, LLC257,026$7.02M2.72%-3,36613F-HRTimeline
Meridian Wealth Management, LLC255,254$6.97M0.27%+13,58913F-HRTimeline
Investors Research Corp254,574$6.95M1.29%+10,31513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.254,357$6.94M0.01%+187,28213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT254,168$6.94M0.79%-36,59413F-HRTimeline
Burns Matteson Capital Management, LLC253,823$6.93M2.91%+4,03513F-HRTimeline