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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Silver Coast Investments LLC573,260$15.7M5.42%-251,06413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC570,602$15.7M6.36%+50,72813F-HRTimeline
Global Retirement Partners, LLC561,938$15.4M0.27%+90,65613F-HRTimeline
Sound View Wealth Advisors Group, LLC549,366$15.1M1.01%+28,38013F-HRTimeline
Opulen Financial Group LLC544,113$14.9M10.87%+32,12113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC532,354$14.6M<0.01%-425,29113F-HR/ATimelineGroup
Montis Financial, LLC530,958$14.6M2.88%+27,85213F-HRTimeline
Hidden Cove Wealth Management, LLC530,591$14.6M9.42%-17,35013F-HRTimeline
SCOTIA CAPITAL INC.524,769$14.4M0.06%-15,62013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…523,834$14.4M0.03%+82,98113F-HR/ATimelineGroup
Mayflower Financial Advisors, LLC523,314$14.4M1.74%+51,05813F-HRTimeline
Financial Guidance Group, Inc.522,436$14.3M5.86%+8,91413F-HRTimeline
Capital Asset Advisory Services LLC505,898$14.2M0.57%-9,46813F-HRTimeline
Whitegate Investment Counselors, Inc.503,228$13.8M4.31%-15,46713F-HRTimeline
Summit Financial, LLC499,464$13.7M0.2%+17,76313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.498,098$13.7M2.34%-13,52013F-HRTimeline
Christensen, King & Associates Investme…498,082$13.7M5.83%-13,27213F-HRTimeline
Sanctuary Advisors, LLC497,404$13.6M0.07%+20,46513F-HRTimeline
Mutual Advisors, LLC494,351$13.6M0.29%-25,42413F-HRTimeline
Curbstone Financial Management Corp490,186$13.4M2.57%+35,98013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC487,419$13.4M3.91%+41,83613F-HRTimeline
Koshinski Asset Management, Inc.484,663$13.3M0.86%-37,91513F-HRTimeline
Strategic Family Wealth Counselors, L.L…460,502$13.2M2.97%-7,73413F-HRTimeline
Winthrop Capital Management, LLC480,369$13.2M3.07%-2,67013F-HRTimeline
Courage Miller Partners, LLC478,290$13.1M3.95%+7,16713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC478,235$13.1M0.01%+137,90413F-HRTimelineGroup
&PARTNERS477,819$13.1M0.07%+22,81313F-HRTimeline
GSG Advisors LLC476,989$13.1M3.38%-5,31113F-HRTimeline
truNorth Financial Services, Inc.471,940$12.9M14.04%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…471,283$12.9M2.77%+2,48613F-HRTimeline
Carnegie Investment Counsel470,751$12.9M0.24%+105,60113F-HRTimeline
BCS Wealth Management462,787$12.7M1.28%+175,41013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC456,668$12.5M6.87%+10,04713F-HRTimeline
TRUE Private Wealth Advisors456,327$12.5M1.25%-7,04513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…453,950$12.5M3.94%+4,32413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC452,880$12.4M3.46%-31,49313F-HRTimeline
Coastwise Capital Group, LLC451,277$12.4M6.18%+17,76813F-HRTimeline
Sunburst Financial Group, LLC451,228$12.4M2.5%-17,24313F-HRTimeline
Schaeffer Financial LLC447,825$12.3M10.72%-148,76813F-HRTimeline
Lighthouse Wealth Management Inc.447,543$12.3M8.39%-10,17213F-HRTimeline
INTEGRITY ALLIANCE, LLC.445,522$12.2M0.45%+393,45013F-HRTimeline
AE Wealth Management LLC444,170$12.2M0.07%+128,22013F-HRTimeline
Kingsview Wealth Management, LLC441,969$12.1M0.17%-8,25313F-HRTimeline
Dakota Wealth Management441,353$12.1M0.22%-21,94513F-HR/ATimeline
Parallel Advisors, LLC439,958$12.1M0.22%-53,23713F-HRTimeline
Fidelis Wealth Advisors LLC438,784$12M17.45%13F-HRTimeline
Legacy Financial Strategies, LLC436,844$12M2.12%-35,91213F-HRTimeline
Monetary Solutions, Ltd435,975$12M11.78%13F-HRTimeline
EP Wealth Advisors, LLC433,095$11.9M0.06%13F-HRTimeline
Next Level Wealth Planning, LLC430,902$11.8M6.29%+20,44313F-HRTimeline
World Investment Advisors429,988$11.8M0.19%+88,31313F-HR/ATimeline
SURIENCE PRIVATE WEALTH LLC428,701$11.8M13.31%new13F-HRTimeline
XML Financial, LLC423,055$11.6M0.95%+2,24113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC421,413$11.6M0.13%+23,12113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV418,884$11.5M0.6%-6,96213F-HRTimeline
Family Capital Management, Inc.418,109$11.5M5.09%-34,83413F-HRTimeline
Orion Porfolio Solutions, LLC417,751$11.5M0.08%+225,43913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…414,837$11.4M0.23%-19,30613F-HRTimelineGroup
Avior Wealth Management, LLC411,981$11.3M0.35%-9,21813F-HRTimeline
Savvy Advisors, Inc.410,392$11.3M0.36%+103,19313F-HRTimeline
Bruce G. Allen Investments, LLC409,630$11.2M7.6%+110,67113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…408,315$11.2M0.13%-32,08213F-HRTimelineGroup
BlueChip Wealth Advisors LLC407,222$11.2M4.69%+14,40113F-HRTimeline
Acorn Wealth Advisors, LLC405,562$11.1M3.31%-25,74013F-HRTimeline
Canvas Wealth Advisors, LLC405,333$11.1M1.89%-5,16913F-HRTimeline
Atria Investments, Inc402,093$11M0.13%+7,32513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC391,544$10.7M0.02%+10,75513F-HRTimelineGroup
Sequoia Financial Advisors, LLC389,715$10.7M0.06%-17,63213F-HRTimeline
Midwest Financial Group LLC389,507$10.7M4.72%-133,12913F-HRTimeline
Prosperitas Financial LLC388,103$10.6M4.15%+22,55313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC387,107$10.6M6.24%-17,05313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC386,974$10.6M3.49%+21,41513F-HRTimeline
Keystone Financial Group, Inc.385,136$10.6M5.53%+26,90313F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.384,200$10.5M0.1%+70,00013F-HRTimeline
Yukon Wealth Management, Inc.339,666$10.5M6.07%-186,75013F-HRTimeline
Baker Ellis Asset Management LLC383,354$10.5M1.27%-11,58613F-HRTimeline
Clay Northam Wealth Management, LLC382,942$10.5M5.83%-5,78013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.382,443$10.5M2.6%+36,17213F-HRTimeline
Lakeshore Financial Planning, Inc.381,981$10.5M3.74%-6,02813F-HRTimeline
Winthrop Advisory Group LLC380,637$10.4M0.88%+19,48813F-HR/ATimeline
American Alpha Advisors, LLC380,629$10.4M6.59%+5,03813F-HR/ATimeline
Fairway Financial, LLC378,572$10.4M7.84%+16,94513F-HRTimeline
DHJJ Financial Advisors, Ltd.375,973$10.3M3.43%-8,12913F-HRTimeline
Red Mountain Financial, LLC375,335$10.3M10.11%-1,71413F-HRTimeline
Foster Victor Wealth Advisors, LLC356,179$10.3M0.6%+340,39613F-HRTimeline
Modern Wealth Management, LLC374,530$10.3M0.19%+80,23613F-HRTimeline
COZAD ASSET MANAGEMENT INC367,440$10.1M0.78%-32,64513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC366,754$10.1M0.22%+3,46813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC365,292$10M0.12%013F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.362,691$9.95M1.12%-5,82713F-HRTimeline
Bell Investment Advisors, Inc361,691$9.92M1.57%+10,61513F-HRTimeline
Integrated Wealth Concepts LLC359,822$9.87M0.12%-504,55913F-HRTimeline
Latko Wealth Management, Ltd.358,922$9.85M4.82%-100,21413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…357,170$9.8M0.13%+5,83413F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding356,574$9.78M-90,495Timeline
Cordgrass Capital Advisors, LLC353,931$9.71M2.33%-2,58813F-HRTimeline
Mission Hills Financial Advisory, LLC352,317$9.66M5.1%+19,07213F-HRTimeline
Platform Technology Partners350,652$9.62M2.05%+27,92613F-HRTimeline
Joseph Group Capital Management350,536$9.62M2.53%+11,79413F-HRTimeline
Asset Allocation & Management Company, …349,963$9.6M3.82%+20,33613F-HRTimeline
Orgel Wealth Management, LLC349,405$9.58M0.21%-46,30813F-HRTimeline
Meridian Financial Advisors, LLC349,101$9.58M5.21%-13,69313F-HRTimeline
Dynamic Advisor Solutions LLC346,845$9.51M0.31%+3,72813F-HRTimeline
Arkadios Wealth Advisors343,793$9.43M0.19%+23,15813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC343,149$9.41M1.03%+38,19513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.342,376$9.39M0.39%-52,40313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS337,500$9.26M0.01%+337,40413F-HRTimelineGroup
FRG Family Wealth Advisors LLC334,028$9.16M1.42%-14,47813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED330,394$9.13M0.62%+14,61213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC330,090$9.05M0.01%+318,17713F-HRTimelineGroup
Compass Wealth Management, LLC/GA328,224$9M3.71%-43,50113F-HRTimeline
MONECO ADVISORS, LLC328,170$9M0.71%-38,62813F-HRTimeline
HBW ADVISORY SERVICES LLC328,036$9M0.98%-9,82113F-HRTimeline
Mayfair Advisory Group, LLC324,317$8.99M3.49%-25,35413F-HRTimeline
Fiduciary Alliance LLC327,173$8.97M0.59%-1,64413F-HRTimeline
Friday Financial325,574$8.93M3.15%+51,27813F-HRTimeline
MBA Advisors LLC325,460$8.93M3.6%+14,74013F-HRTimeline
Juno Financial Group LLC323,802$8.88M3.56%13F-HRTimeline
Duncan Williams Asset Management, LLC285,319$8.85M2.2%-180,79113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp322,291$8.84M0.17%-145,57013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC322,117$8.84M0.43%+39,99613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC321,446$8.82M0.59%+45213F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC320,603$8.79M2.51%-106,06113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.320,000$8.78M0.4%13F-HRTimelineGroup
Robbins Farley319,061$8.75M3.97%+12,08413F-HRTimeline
YHB Investment Advisors, Inc.318,815$8.75M0.6%-2,34413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC316,421$8.68M5.92%+15,49613F-HRTimeline
Johnson & White Wealth Management, LLC314,558$8.63M3.76%+5,73813F-HRTimeline
STEVENS CAPITAL PARTNERS313,559$8.6M2.25%+25,28413F-HRTimeline
MCF Advisors LLC313,299$8.59M0.47%+279,94113F-HRTimeline
New Insight Wealth Advisors312,677$8.58M3.06%-82,12213F-HRTimeline
MSH Capital Advisors LLC312,579$8.57M1.83%+13,47413F-HRTimeline
Annex Advisory Services, LLC312,387$8.57M0.16%+302,53513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.309,278$8.48M4.92%+9,67913F-HRTimeline
Diversified Enterprises, LLC309,260$8.48M0.5%-28,76713F-HRTimeline
VALLEY NATIONAL ADVISERS INC306,885$8.42M1.17%-63,70013F-HRTimeline
Penney Financial, LLC306,674$8.41M3.25%+43913F-HRTimeline
IFG Advisory, LLC306,423$8.41M0.37%+77,93913F-HRTimeline
Drucker Wealth 3.0, LLC305,036$8.37M1.47%-21,48913F-HRTimeline
MADDEN SECURITIES Corp304,920$8.36M2.55%-4,54013F-HRTimeline
PITTENGER & ANDERSON INC304,340$8.35M0.32%-20,66313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp304,250$8.35M0.03%+166,54613F-HR/ATimelineGroup
Mesirow Financial Investment Management…304,087$8.34M0.17%-159,19413F-HRTimeline
DMKC Advisory Services, LLC302,599$8.3M3.64%+82,91913F-HRTimeline
Coquina Private Wealth LLC302,276$8.29M6.65%13F-HRTimeline
Karras Company, Inc.301,607$8.27M8.07%13F-HRTimeline
Avant Capital LLC300,914$8.25M5.67%-9,98113F-HRTimeline
Appalachian Capital Management Ltd299,378$8.21M6.58%13F-HRTimeline
FourThought Financial Partners, LLC298,361$8.18M0.69%+232,93413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …298,000$8.17M<0.01%+86,40013F-HRTimelineGroup
Kure Advisory, LLC297,636$8.16M4.57%+19,81813F-HRTimeline
Livet Wealth, LLC294,428$8.08M4.97%13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…291,786$8.02M6.76%13F-HRTimeline
Marble Wealth, LLC292,173$8.01M1.11%13F-HRTimeline
Navalign, LLC290,702$7.97M1.96%+18,12713F-HRTimeline
Belpointe Asset Management LLC290,552$7.97M0.29%+21,36713F-HRTimeline
Compound Planning, Inc.289,463$7.94M0.23%+1,09513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.316,430$7.91M3.11%-29,36113F-HRTimeline
Blue Barn Wealth, LLC288,349$7.91M11.52%-246,43013F-HRTimeline
Hudock, Inc.288,219$7.91M1.16%-64,12613F-HRTimeline
Curtis Advisory Group, LLC288,013$7.9M1.66%-7,89913F-HRTimeline
LaSalle St. Investment Advisors, LLC285,665$7.83M1.26%+36,02513F-HRTimeline
Sage Financial Management Group, Inc.285,427$7.83M2.39%-10,95213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …285,269$7.82M1.05%-38,67013F-HRTimeline
Guardian Financial Partners, LLC283,878$7.79M3.28%-18,09313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…283,676$7.78M1.95%+14,06913F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC283,259$7.77M0.63%+23,95013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …281,622$7.73M0.06%13F-HR/ATimelineGroup
HBK Sorce Advisory LLC244,681$7.7M0.18%+19,62413F-HRTimeline
SevenBridge Financial Group, LLC262,910$7.67M1.23%-14,79813F-HRTimeline
ORG Partners LLC279,654$7.67M1.35%-92513F-HRTimeline
IEQ CAPITAL, LLC279,597$7.67M0.02%-1,36513F-HRTimeline
HRT FINANCIAL LP278,597$7.64M0.02%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC277,356$7.61M5.18%-80,78913F-HRTimeline
Davis Capital Management276,544$7.59M5.22%-7,74213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.273,772$7.52M0.5%+55513F-HRTimelineGroup
DT Investment Partners, LLC270,515$7.42M0.61%-9,51513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC269,617$7.4M2.12%-6,57513F-HRTimeline
U.S. Capital Wealth Advisors, LLC269,420$7.39M0.19%+3,54313F-HRTimeline
Investors Research Corp267,435$7.34M1.34%+12,86113F-HRTimeline
Clearstead Advisors, LLC266,862$7.32M0.09%-42,94013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding254,321$7.29M+16,906Timeline
PINKERTON WEALTH, LLC265,780$7.29M0.75%-1,61213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…265,768$7.29M0.24%-18,08513F-HRTimelineGroup
Econ Financial Services Corp264,057$7.24M3.63%new13F-HRTimeline
Go Invest LLC263,613$7.23M2.38%13F-HRTimeline
Crescent Sterling, Ltd.263,398$7.23M7.41%+12,63913F-HRTimeline
Phil A. Younker & Associates, Ltd.263,047$7.22M5.03%+38313F-HRTimeline
Womack Financial LLC262,792$7.21M5.32%-9,40213F-HRTimeline
NCM Capital Management, LLC262,623$7.2M2.67%+5,59713F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…262,479$7.2M2.25%-35,58813F-HRTimeline
Sunbelt Securities, Inc.262,405$7.2M0.48%-226,99113F-HRTimeline
Per Stirling Capital Management, LLC.260,283$7.14M0.8%-2,12713F-HRTimeline
Old Port Advisors259,568$7.12M1.75%+5,91513F-HRTimeline
SCS Capital Management LLC259,350$7.11M0.08%-6,61313F-HRTimeline
Arrowroot Family Office, LLC258,447$7.09M2.58%-3,23813F-HRTimeline
Tudor Financial Inc.258,144$7.08M3.62%+7,11613F-HRTimeline
Centric Wealth Management235,797$7.07M1.49%+5,35713F-HRTimeline
New England Private Wealth Advisors LLC257,601$7.07M0.88%-45,90213F-HR/ATimeline
Smartleaf Asset Management LLC253,943$7.02M0.27%+52,80213F-HRTimeline