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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Arkadios Wealth Advisors571,918$17.5M0.29%+228,12513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…571,216$17.5M2.32%-6,12413F-HRTimeline
Opulen Financial Group LLC565,517$17.4M12.21%+21,40413F-HRTimeline
Asset One Wealth Management LLC554,026$17.2M1.9%-72,35413F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC557,808$17.1M6.29%-61,85013F-HRTimeline
Foguth Wealth Management, LLC.525,475$17.1M1.99%+368,22313F-HRTimeline
Silver Coast Investments LLC537,952$16.5M5.27%-35,30813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC535,292$16.4M0.2%+170,00013F-HRTimelineGroup
Mayflower Financial Advisors, LLC531,259$16.3M1.98%+7,94513F-HRTimeline
&PARTNERS528,237$16.2M0.08%+50,41813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO526,337$16.1M1.7%-169,31713F-HRTimeline
Sound View Wealth Advisors Group, LLC520,591$16M1.09%-28,77513F-HRTimeline
SCOTIA CAPITAL INC.518,506$15.9M0.07%-6,26313F-HRTimeline
Summit Financial, LLC517,010$15.9M0.2%+17,54613F-HRTimeline
Financial Guidance Group, Inc.516,523$15.8M6.37%-5,91313F-HRTimeline
Capital Asset Advisory Services LLC503,303$15.6M0.6%-2,59513F-HRTimeline
Curbstone Financial Management Corp505,810$15.5M2.97%+15,62413F-HRTimeline
Whitegate Investment Counselors, Inc.499,215$15.3M4.87%-4,01313F-HRTimeline
Christensen, King & Associates Investme…498,253$15.3M6.56%+17113F-HRTimeline
GSG Advisors LLC491,519$15.1M3.92%+14,53013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC490,146$15M7.63%+103,03913F-HRTimeline
EP Wealth Advisors, LLC490,109$15M0.07%+57,01413F-HRTimeline
Wealthspire Retirement, LLC487,091$14.9M0.9%-166,59513F-HRTimeline
Mendel Capital Management LLC485,811$14.9M7.49%13F-HRTimeline
PLANNING DIRECTIONS INC485,048$14.9M7.53%-859,61213F-HRTimeline
Mesirow Financial Investment Management…482,380$14.8M0.24%+178,29313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …481,950$14.8M0.01%+183,95013F-HRTimelineGroup
truNorth Financial Services, Inc.480,288$14.7M15.24%+8,34813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.477,555$14.7M2.46%-20,54313F-HRTimeline
Midwest Trust Co473,275$14.5M0.18%-210,99613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC470,475$14.4M4.13%-16,94413F-HRTimeline
Courage Miller Partners, LLC469,433$14.4M4.07%-8,85713F-HRTimeline
Mutual Advisors, LLC467,230$14.3M0.31%-27,12113F-HRTimeline
Carnegie Investment Counsel462,359$14.2M0.28%-8,39213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…462,196$14.2M4.17%+8,24613F-HRTimeline
TRUE Private Wealth Advisors462,164$14.2M1.35%+5,83713F-HRTimeline
Schaeffer Financial LLC460,973$14.1M11.9%+13,14813F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC457,416$14M7.63%+74813F-HRTimeline
Strategic Family Wealth Counselors, L.L…457,285$14M3.69%-3,21713F-HRTimeline
Lighthouse Wealth Management Inc.455,446$14M9.49%+7,90313F-HRTimeline
World Investment Advisors448,118$13.7M0.22%+18,13013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…447,956$13.7M1.04%+393,57113F-HRTimelineGroup
Coastwise Capital Group, LLC447,314$13.7M7.62%-3,96313F-HRTimeline
Kingsview Wealth Management, LLC443,481$13.6M0.19%+1,51213F-HRTimeline
Fidelis Wealth Advisors LLC441,360$13.5M19.72%+2,57613F-HRTimeline
Next Level Wealth Planning, LLC438,252$13.4M6.91%+7,35013F-HRTimeline
Legacy Financial Strategies, LLC436,471$13.4M2.42%-37313F-HRTimeline
Investor's Fiduciary Advisor Network, L…435,304$13.4M4.09%-35,97913F-HRTimeline
Winthrop Capital Management, LLC433,576$13.3M3.42%-46,79313F-HRTimeline
Sunburst Financial Group, LLC433,243$13.3M2.56%-17,98513F-HR/ATimeline
Clearstead Advisors, LLC431,965$13.3M0.12%+165,10313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC428,752$13.2M3.48%-24,12813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE426,520$13.1M1.94%-354,40813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC426,385$13.1M0.29%+59,63113F-HR/ATimeline
Bruce G. Allen Investments, LLC423,476$13M8.5%+13,84613F-HRTimeline
Per Stirling Capital Management, LLC.422,174$13M1.43%+161,89113F-HRTimeline
Richardson Capital Management LLC421,632$12.9M6.24%-284,81613F-HRTimeline
Dakota Wealth Management420,566$12.9M0.28%-20,78713F-HR/ATimeline
Gilbert Capital Group, Inc.419,845$12.9M9.95%new13F-HRTimeline
Koshinski Asset Management, Inc.419,786$12.9M0.8%-64,87713F-HRTimeline
Avior Wealth Management, LLC417,210$12.8M0.36%+5,22913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV415,578$12.7M0.66%-3,30613F-HRTimeline
FINANCIAL CONSULATE, INC413,529$12.7M1.58%-381,37313F-HRTimeline
Acorn Wealth Advisors, LLC409,269$12.6M3.66%+3,70713F-HRTimeline
BlueChip Wealth Advisors LLC408,106$12.5M5.5%+88413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…407,856$12.5M0.25%-6,98113F-HRTimelineGroup
XML Financial, LLC403,228$12.4M1%-19,82713F-HRTimeline
Monetary Solutions, Ltd403,040$12.4M11.95%-32,93513F-HRTimeline
Parallel Advisors, LLC401,970$12.3M0.22%-37,98813F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC399,685$12.3M0.58%+77,56813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC398,908$12.2M0.01%-261,71313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED398,449$12.2M0.89%+68,05513F-HRTimeline
Keystone Financial Group, Inc.391,577$12M6.24%+6,44113F-HRTimeline
Canvas Wealth Advisors, LLC389,013$11.9M2.03%-16,32013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC387,349$11.9M3.97%+37513F-HRTimeline
Clay Northam Wealth Management, LLC386,220$11.8M6.65%+3,27813F-HRTimeline
Fiduciary Alliance LLC386,220$11.8M0.71%+59,04713F-HRTimeline
Sequoia Financial Advisors, LLC384,289$11.8M0.07%-5,42613F-HRTimeline
Baker Ellis Asset Management LLC383,399$11.8M1.4%+4513F-HRTimeline
American Alpha Advisors, LLC382,206$11.7M6.85%+1,57713F-HRTimeline
Platform Technology Partners381,586$11.7M2.26%+30,93413F-HRTimeline
Skyline Advisors, Inc.381,285$11.7M4.08%-274,64213F-HRTimeline
Midwest Financial Group LLC380,970$11.7M4.98%-8,53713F-HRTimeline
Lakeshore Financial Planning, Inc.379,709$11.6M4.22%-2,27213F-HRTimeline
Fairway Financial, LLC376,937$11.6M8.79%-1,63513F-HRTimeline
Red Mountain Financial, LLC376,311$11.5M10.88%+97613F-HRTimeline
DHJJ Financial Advisors, Ltd.376,085$11.5M3.82%+11213F-HRTimeline
Winthrop Advisory Group LLC374,280$11.5M0.94%-6,35713F-HRTimeline
Asset Allocation & Management Company, …365,718$11.2M4.16%+15,75513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.363,844$11.2M2.78%-18,59913F-HRTimeline
Bell Investment Advisors, Inc362,743$11.1M1.74%+1,05213F-HRTimeline
Mission Hills Financial Advisory, LLC360,805$11.1M5.67%+8,48813F-HRTimeline
Prosperitas Financial LLC359,406$11M4.11%-28,69713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC357,330$11M1.19%+14,18113F-HRTimeline
Latko Wealth Management, Ltd.355,110$10.9M5.31%-3,81213F-HRTimeline
DMKC Advisory Services, LLC354,387$10.9M4.53%+51,78813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding351,953$10.8M-4,621Timeline
Cordgrass Capital Advisors, LLC349,209$10.7M2.51%-4,72213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…348,107$10.7M0.12%-60,20813F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC346,430$10.6M0.83%-21,01013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.342,938$10.5M0.43%+56213F-HRTimeline
Kellett Wealth Advisors, LLC342,490$10.5M5.7%+90,68413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC339,920$10.4M0.02%-51,62413F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC339,570$10.4M6.64%+23,14913F-HRTimeline
Meridian Financial Advisors, LLC339,426$10.4M5.69%-9,67513F-HRTimeline
MBA Advisors LLC338,741$10.4M3.99%+13,28113F-HRTimeline
Juno Financial Group LLC334,044$10.2M4.02%+10,24213F-HRTimeline
STEVENS CAPITAL PARTNERS332,847$10.2M2.46%+19,28813F-HRTimeline
SURIENCE PRIVATE WEALTH LLC332,330$10.2M10.94%-96,37113F-HRTimeline
McAlister, Sweet & Associates, Inc.332,256$10.2M6.35%+307,18613F-HRTimeline
HBW ADVISORY SERVICES LLC331,938$10.2M1.07%+3,90213F-HRTimeline
Friday Financial331,409$10.2M3.5%+5,83513F-HRTimeline
Yukon Wealth Management, Inc.326,191$10M5.97%-13,47513F-HRTimeline
FRG Family Wealth Advisors LLC325,196$9.98M1.63%-8,83213F-HRTimeline
Johnson & White Wealth Management, LLC325,170$9.98M4.22%+10,61213F-HRTimeline
MSH Capital Advisors LLC325,088$9.97M2.11%+12,50913F-HRTimeline
Joseph Group Capital Management323,853$9.94M2.48%-26,68313F-HRTimeline
Mayfair Advisory Group, LLC323,132$9.91M3.46%-1,18513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC323,032$9.91M0.68%+1,58613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp321,224$9.86M0.19%-1,06713F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.320,292$9.83M0.41%+29213F-HRTimelineGroup
Moran Wealth Management, LLC314,445$9.65M0.3%+102,61013F-HRTimeline
YHB Investment Advisors, Inc.312,198$9.58M0.69%-6,61713F-HRTimeline
Kure Advisory, LLC311,884$9.57M5.21%+14,24813F-HRTimeline
Appalachian Capital Management Ltd311,623$9.56M7.65%+12,24513F-HRTimeline
Drucker Wealth 3.0, LLC311,617$9.56M1.67%+6,58113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …309,336$9.49M0.07%+27,71413F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC309,111$9.48M2.63%+39,49413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.308,919$9.48M5.79%-35913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…308,801$9.47M0.13%-48,36913F-HRTimelineGroup
Penney Financial, LLC308,191$9.46M3.63%+1,51713F-HRTimeline
Diversified Enterprises, LLC305,037$9.36M0.51%-4,22313F-HRTimeline
AE Wealth Management LLC305,035$9.36M0.05%-139,13513F-HRTimeline
MADDEN SECURITIES Corp303,980$9.33M2.8%-94013F-HRTimeline
Compound Planning, Inc.302,545$9.28M0.29%+13,08213F-HRTimeline
Coquina Private Wealth LLC301,712$9.26M7.45%-56413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…301,309$9.24M7.24%+9,52313F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC296,858$9.11M2.54%-23,74513F-HRTimeline
Livet Wealth, LLC296,810$9.11M5.79%+2,38213F-HRTimeline
Orgel Wealth Management, LLC296,407$9.09M0.2%-52,99813F-HRTimeline
Sage Financial Management Group, Inc.295,955$9.08M2.79%+10,52813F-HRTimeline
Karras Company, Inc.295,492$9.07M9.19%-6,11513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC341,006$9.04M3.88%+196,19413F-HRTimeline
Avant Capital LLC294,028$9.02M6.34%-6,88613F-HRTimeline
Robbins Farley293,017$8.99M3.98%-26,04413F-HRTimeline
Navalign, LLC290,354$8.91M2.25%-34813F-HRTimeline
PITTENGER & ANDERSON INC289,209$8.87M0.35%-15,13113F-HRTimeline
Belpointe Asset Management LLC288,382$8.85M0.32%-2,17013F-HRTimeline
Curtis Advisory Group, LLC285,594$8.76M1.89%-2,41913F-HRTimeline
VALLEY NATIONAL ADVISERS INC282,347$8.66M1.12%-24,53813F-HRTimeline
LaSalle St. Investment Advisors, LLC281,991$8.65M1.22%-3,67413F-HRTimeline
North Star Investment Management Corp.281,978$8.65M0.52%+171,23213F-HRTimeline
U.S. Capital Wealth Advisors, LLC280,646$8.61M0.22%+11,22613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC280,635$8.61M0.28%+30,51913F-HRTimeline
Investors Research Corp280,216$8.6M1.64%+12,78113F-HRTimeline
BEACON FINANCIAL PLANNING, INC279,698$8.58M3.32%+66,22313F-HRTimeline
IEQ CAPITAL, LLC277,188$8.5M0.04%-2,40913F-HRTimeline
Premier Private Wealth Management LLC275,824$8.46M8.93%+84,95013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.273,843$8.44M0.01%13F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …275,129$8.44M1.14%-10,14013F-HRTimeline
Phil A. Younker & Associates, Ltd.274,492$8.42M5.62%+11,44513F-HRTimeline
INTEGRITY ALLIANCE, LLC.274,310$8.42M0.32%-171,21213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.274,058$8.41M0.55%+28613F-HRTimelineGroup
New Insight Wealth Advisors273,129$8.38M3%-39,54813F-HRTimeline
MONECO ADVISORS, LLC272,986$8.38M0.65%-55,18413F-HRTimeline
HRC WEALTH MANAGEMENT, LLC272,414$8.36M3.95%+19,21313F-HRTimeline
Matrix Trust Co272,126$8.35M1.39%new13F-HRTimeline
Compass Wealth Management, LLC/GA271,966$8.34M3.56%-56,25813F-HRTimeline
DT Investment Partners, LLC271,615$8.33M0.69%+1,10013F-HRTimeline
Betterment LLC271,180$8.32M0.02%+117,87413F-HRTimeline
Dynamic Advisor Solutions LLC270,996$8.31M0.26%-75,84913F-HRTimeline
Davis Capital Management270,874$8.31M5.63%-5,67013F-HRTimeline
Horizon Investments, LLC270,214$8.29M0.09%+139,45013F-HRTimeline
Crescent Sterling, Ltd.269,971$8.28M8.01%+6,57313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…267,882$8.22M0.27%+2,11413F-HRTimelineGroup
Old Port Advisors266,891$8.19M1.89%+7,32313F-HRTimeline
HBK Sorce Advisory LLC258,594$8.18M0.17%+13,91313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC265,872$8.16M0.08%-155,54113F-HRTimelineGroup
Guardian Financial Partners, LLC263,004$8.07M3.41%-20,87413F-HRTimeline
NCM Capital Management, LLC262,279$8.05M2.88%-34413F-HRTimeline
SCS Capital Management LLC259,359$7.96M0.08%+913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…258,864$7.95M2.12%-24,81213F-HRTimelineGroup
PlanVest Financial, Inc259,164$7.95M6.05%13F-HRTimeline
Michels Family Financial, LLC258,926$7.94M5.73%+8,23413F-HRTimeline
Quantinno Capital Management LP258,702$7.94M0.01%+73,22213F-HRTimeline
New England Private Wealth Advisors LLC258,563$7.93M0.92%+96213F-HRTimeline
Tudor Financial Inc.258,144$7.92M4.05%013F-HR/ATimeline
SevenBridge Financial Group, LLC254,714$7.9M1.24%-8,19613F-HRTimeline
Womack Financial LLC255,716$7.85M5.77%-7,07613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP254,287$7.8M0.1%+34,33613F-HRTimeline
Robertson Stephens Wealth Management, L…253,299$7.77M0.22%+88,52513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…252,913$7.76M2.47%-9,56613F-HRTimeline
Intrua Financial, LLC252,289$7.74M0.83%+3,77113F-HRTimeline
NWAM LLC251,717$7.72M0.44%+15,05213F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…251,541$7.72M1.61%013F-HRTimelineGroup
Barry Investment Advisors, LLC251,230$7.71M1.7%+30,42713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC249,924$7.67M0.01%new13F-HRTimelineGroup
Arrowroot Family Office, LLC249,738$7.66M2.53%-8,70913F-HR/ATimeline
Plancorp, LLC250,628$7.66M0.22%+17213F-HRTimeline
Trek Financial, LLC248,788$7.63M0.41%-6,65513F-HRTimeline