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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers
2,126
13F filers
2,150
New
162
Added
1,079
Reduced
640
Sold out
78
Shares held by filers
834,800,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
DT Investment Partners, LLC255,473$8.1M0.6%-16,14213F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC255,265$8.09M5.36%+13,49213F-HRTimeline
SMITH, MOORE & CO.255,090$8.09M0.53%+17,25613F-HRTimeline
V2 Financial group LLC254,527$8.07M3.01%+205,41713F-HRTimeline
Prospera Financial Services Inc253,820$8.05M0.12%+56,38013F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…251,541$7.98M1.51%013F-HRTimelineGroup
TPG Financial Advisors, LLC250,932$7.96M2.38%new13F-HRTimeline
Xcelsior Advisor Partners LLC250,849$7.95M1.05%+36,52813F-HRTimeline
SCS Capital Management LLC247,482$7.85M0.07%-11,87713F-HRTimeline
Intrua Financial, LLC247,303$7.84M0.74%-4,98613F-HRTimeline
Safeguard Investment Advisory Group, LLC246,850$7.83M1.81%+45,44713F-HRTimeline
Burns Matteson Capital Management, LLC246,702$7.82M2.49%+2,11313F-HRTimeline
Arrowroot Family Office, LLC246,074$7.8M2.23%-3,66413F-HRTimeline
TOWER BRIDGE ADVISORS245,374$7.78M0.7%-2,18013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC244,771$7.76M0.3%+9,88513F-HRTimeline
Womack Financial LLC244,484$7.75M5.13%-11,23213F-HRTimeline
Asset Advisory Group, Inc.242,951$7.7M3.37%+2,70813F-HRTimeline
Strategic Blueprint, LLC242,501$7.69M0.38%+5,77713F-HRTimeline
Allen Capital Group, LLC242,438$7.69M0.63%+13,81313F-HRTimeline
CVFG LLC241,721$7.66M0.81%+11,18513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…240,626$7.63M<0.01%+29,99913F-HRTimelineGroup
Uniting Wealth Partners, LLC240,275$7.62M1.55%+7,27213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT239,869$7.61M0.76%-7,73013F-HRTimeline
Centric Wealth Management241,204$7.6M1.18%013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY239,184$7.58M4.13%+39,38813F-HRTimeline
USAdvisors Wealth Management, LLC238,181$7.55M2.17%+3,40513F-HRTimeline
Composition Wealth, LLC238,112$7.55M0.09%+23,00413F-HRTimeline
High Net Worth Advisory Group LLC237,654$7.54M1.6%+3,84213F-HRTimeline
BCM ADVISORS, LLC225,983$7.52M1.46%+134,96313F-HRTimeline
CENTAURUS FINANCIAL, INC.236,767$7.51M0.29%+77,96113F-HRTimeline
St. Johns Investment Management Company…236,759$7.51M2.84%-10,87613F-HRTimeline
Payne Capital LLC236,418$7.5M6.25%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…236,152$7.49M3.88%+9,38313F-HRTimeline
Legacy Advisors, LLC234,403$7.43M0.69%+26,87113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…234,014$7.42M0.43%-8,39613F-HRTimeline
Signal Advisors Wealth, LLC233,759$7.41M0.39%+60,65413F-HRTimeline
Family Capital Management, Inc.229,593$7.28M2.82%-3,01113F-HRTimeline
Larson Financial Group LLC228,658$7.25M0.19%+122,11513F-HRTimeline
PINKERTON WEALTH, LLC235,722$7.23M0.62%-9,40013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC227,279$7.21M0.05%-3,10513F-HRTimelineGroup
Wedmont Private Capital222,110$7.2M0.2%+121,59113F-HRTimeline
Texas Yale Capital Corp.226,442$7.18M0.16%+2,27413F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC225,152$7.14M3.49%-4,90813F-HRTimeline
Spartan Wealth Advisory Services LLC224,866$7.13M0.58%-9,97913F-HRTimeline
MRWM Advisors, LLC224,534$7.12M2.93%+3,74013F-HRTimeline
Family Investment Center, Inc.224,202$7.11M1.18%-6,09213F-HRTimeline
Financial Partners Group, Inc223,941$7.1M0.72%-12,92413F-HRTimeline
United Bank222,798$7.06M2.15%+6,87913F-HRTimeline
Trek Financial, LLC221,405$7.02M0.35%-27,38313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…221,245$7.02M0.89%+4,58013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.220,610$7M2.54%-97913F-HRTimeline
Eagle Strategies LLC219,853$6.97M0.69%+15,97213F-HRTimeline
Global Strategic Investment Solutions, …218,814$6.94M0.62%013F-HRTimeline
PFG Investments, LLC217,937$6.91M0.27%+10,80713F-HRTimeline
IHT Wealth Management, LLC217,600$6.9M0.15%+26,04513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers217,560$6.9M0.01%+102,84613F-HRTimelineGroup
BCS Wealth Management217,305$6.89M1.24%-6,65813F-HRTimeline
Adams Asset Advisors, LLC217,242$6.89M0.78%-2,77713F-HRTimeline
Dorato Capital Management212,142$6.87M4.66%+7,07213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.214,741$6.81M<0.01%+45,99213F-HRTimelineGroup
WMS Group LLC214,430$6.8M8.77%-2,23113F-HRTimeline
Atria Investments, Inc214,396$6.8M0.07%+1,17113F-HRTimeline
Chris Bulman Inc214,147$6.79M2.48%+35,89913F-HRTimeline
ALKEME WEALTH, LLC213,109$6.76M2.58%+9,49413F-HRTimeline
Milestones Private Investment Advisors …212,996$6.75M5.38%+115,29113F-HRTimeline
Joseph P. Lucia & Associates, LLC212,780$6.75M2.03%+28,87213F-HRTimeline
Goepper Burkhardt LLC212,738$6.75M2.03%-8,42113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP211,702$6.71M<0.01%-36,86813F-HRTimelineGroup
Strategic Wealth Investment Group, LLC211,700$6.71M0.81%new13F-HRTimeline
Stonebridge Financial Group, LLC/CA210,424$6.67M0.92%13F-HRTimeline
Seek First Inc.207,076$6.57M4.15%+6,44613F-HRTimeline
HC Advisors, LLC206,511$6.55M3.98%+17,05513F-HRTimeline
CPA Asset Management Group, LLC203,302$6.45M1.86%+173,79313F-HRTimeline
WEALTHSPAN PARTNERS, LLC201,757$6.4M2.02%+4,22113F-HRTimeline
Perigon Wealth Management, LLC201,744$6.4M0.1%+21,32013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC201,280$6.38M0.05%+41,36913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC201,216$6.38M0.08%+13,91113F-HRTimelineGroup
True Freedom Investing, LLC207,724$6.37M0.5%-4,51813F-HRTimeline
Kovack Advisors, Inc.200,385$6.37M0.31%+35,29913F-HRTimeline
Holos Integrated Wealth LLC195,498$6.36M2.97%-6,00113F-HRTimeline
FourThought Financial Partners, LLC199,899$6.34M0.49%+17,58413F-HRTimeline
FIRST MERCHANTS CORP199,885$6.34M0.22%-6,77613F-HRTimeline
Smartleaf Asset Management LLC198,416$6.34M0.21%013F-HRTimeline
Sendero Wealth Management, LLC199,675$6.33M0.63%+1,77213F-HRTimeline
Merkkuri Wealth Advisors LLC198,267$6.29M3.9%+1,30013F-HRTimeline
Raab & Moskowitz Asset Management LLC198,228$6.29M1.26%+51,41313F-HRTimeline
Hofer & Associates. Inc197,820$6.27M3.03%+5,42813F-HRTimeline
Vigilare Wealth Management197,121$6.25M1.92%new13F-HRTimeline
MFA Wealth Services196,877$6.24M3.73%-5,37213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC196,449$6.23M0.32%+10,94813F-HRTimeline
WEDBUSH SECURITIES INC195,950$6.21M0.16%+2,47213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC194,041$6.15M0.41%+9,82313F-HRTimeline
Certified Advisory Corp193,921$6.15M0.5%-15,90713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management193,912$6.15M0.19%+2,28813F-HRTimelineGroup
Red Door Wealth Management, LLC192,929$6.12M0.56%+6,45313F-HRTimeline
WealthPLAN Partners, LLC192,517$6.1M1.17%+5,52913F-HRTimeline
Copper Harbor Investment Advisors, LLC189,804$6.02M1.27%13F-HRTimeline
Western Wealth Management, LLC189,755$6.02M0.2%-11,31713F-HRTimeline
Legacy Private Trust Co.189,049$5.99M0.33%-5,81613F-HRTimeline
Strategic Wealth Partners, Ltd.188,925$5.99M0.37%-20,60413F-HRTimeline
Milestone Investment Advisors LLC187,677$5.95M1.29%-7,69813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding187,238$5.94M+119,802Timeline
J. Mark Nickell & Co.186,368$5.91M4.71%+4,31413F-HRTimeline
Headlands Technologies LLC186,000$5.9M0.63%new13F-HRTimeline
Global Financial Private Client, LLC185,729$5.89M1.6%+83113F-HRTimeline
Decker Retirement Planning Inc.185,246$5.87M2%+25,96913F-HRTimeline
Alpha Omega Wealth Management LLC184,517$5.85M0.89%-2,17613F-HRTimeline
IRON Financial LLC184,175$5.84M2.41%+11,23813F-HRTimeline
CapWealth Advisors, LLC183,324$5.81M0.4%-27,38813F-HRTimeline
Bensler, LLC183,280$5.81M0.51%-2,00113F-HRTimeline
Annex Advisory Services, LLC182,569$5.79M0.1%-17,79513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC182,438$5.79M1.81%+7,17613F-HRTimeline
Foundations Investment Advisors, LLC182,267$5.78M0.06%+72,14313F-HRTimeline
FAGAN ASSOCIATES, INC.181,154$5.74M0.71%+1,67713F-HRTimeline
PCA Investment Advisory Services Inc.180,875$5.74M1.6%-6,14213F-HRTimeline
Lexington Hill Partners, LLC180,561$5.73M2.78%+46,65813F-HRTimeline
Alliance Wealth Management Group179,585$5.69M1.11%-30,85313F-HRTimeline
Towercrest Capital Management179,585$5.69M0.79%-30,85313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC179,579$5.69M0.07%-20513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO179,578$5.69M0.01%-2,45613F-HRTimelineGroup
Cape Investment Advisory, Inc.179,537$5.69M1.52%-4,57613F-HRTimeline
LS Investment Advisors, LLC179,175$5.68M0.77%-1,07413F-HRTimeline
Compass Financial Group, INC/SD178,941$5.67M0.65%-4213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co178,765$5.67M0.06%-30,13813F-HRTimelineGroup
Cadia Private Client LLC178,128$5.65M4.05%-9,83113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC177,935$5.64M0.12%+2,48313F-HRTimelineGroup
Goldstone Financial Group, LLC177,799$5.64M0.52%-62,88513F-HRTimeline
CHANNEL WEALTH LLC176,607$5.6M1.26%-7,80513F-HRTimeline
CAMDEN NATIONAL BANK176,598$5.6M0.73%+5,01713F-HRTimeline
Onyx Bridge Wealth Group LLC175,970$5.58M0.5%+1,21513F-HRTimeline
FLC Capital Advisors175,514$5.57M0.91%+5,21513F-HRTimeline
Smithfield Trust Co175,493$5.56M0.22%-4,39013F-HRTimeline
J.W. COLE ADVISORS, INC.174,018$5.52M0.09%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC172,317$5.46M0.26%-2,93313F-HRTimeline
LYNCH & ASSOCIATES/IN171,388$5.43M0.95%+3,24613F-HRTimeline
Berkeley, Inc169,985$5.39M1.69%-3,16313F-HRTimeline
Nikulski Financial, Inc.169,587$5.38M1.16%+6,44713F-HRTimeline
Liberty Capital Management, Inc.168,419$5.34M0.92%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC167,883$5.32M0.2%+26,75213F-HRTimeline
JT Stratford LLC167,288$5.3M0.58%+9813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…166,018$5.26M1.49%-90513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.165,936$5.26M0.43%+77,23913F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC160,913$5.26M0.64%13F-HRTimeline
TrueWealth Advisors, LLC165,674$5.25M1.18%+1,58513F-HRTimeline
Good Harbor Advisors, Inc.165,374$5.24M5.13%+6,46813F-HRTimeline
Vermillion Wealth Management, Inc.165,107$5.24M1.23%+12,50813F-HRTimeline
Avidian Wealth Enterprises, LLC164,288$5.21M0.14%-11,08413F-HRTimeline
ROMAN BUTLER FULLERTON & CO159,895$5.21M1.24%-11,28113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD163,946$5.2M0.69%-21,16113F-HRTimeline
KCM INVESTMENT ADVISORS LLC163,934$5.2M0.15%+20313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC163,262$5.18M0.49%+6,31313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.162,179$5.14M1.63%+10,35013F-HRTimeline
RMG Wealth Management LLC149,222$5.13M0.53%-19,76213F-HRTimeline
OLIO Financial Planning161,377$5.12M1.27%+5,89913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC161,217$5.11M0.01%-43,96513F-HRTimelineGroup
MBE Wealth Management, LLC160,983$5.1M1.79%+3,29113F-HRTimeline
Capital Investment Advisory Services, L…160,835$5.1M0.31%+14,33913F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV160,414$5.09M4.39%+2,77513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC160,369$5.09M0.86%+3,64513F-HRTimeline
Metropolitan Life Insurance Co/NY160,200$5.08M1.42%+7,30013F-HRTimeline
ADVISORTRUST PARTNERS, LLC159,070$5.04M1.73%+111,64513F-HRTimeline
SIMON QUICK ADVISORS, LLC158,763$5.03M0.2%+28,60313F-HRTimeline
Cresta Advisors, Ltd.158,224$5.02M1.8%-11,52913F-HRTimeline
Andrews Advisory Associates, LLC156,272$4.96M2.38%-9,93713F-HRTimeline
Game Plan Financial Advisors, LLC155,045$4.92M1.83%+58513F-HRTimeline
Bare Financial Services, Inc154,602$4.9M1.12%+54,28213F-HRTimeline
Gladstone Institutional Advisory LLC154,144$4.89M0.15%+10,64613F-HRTimeline
Emerald Advisors, LLC153,468$4.87M0.61%-4,12013F-HRTimeline
Sowell Financial Services LLC153,465$4.87M0.16%+25,50613F-HRTimeline
JNBA Financial Advisors153,033$4.85M0.37%-24,16813F-HRTimeline
Cedarwood Wealth LLC152,467$4.83M3.65%+23,64913F-HRTimeline
Quantum Capital Management, LLC / NJ152,398$4.83M0.61%new13F-HRTimeline
Paradigm Capital Management, LLC/NV151,922$4.82M4.14%-3,26913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI150,001$4.76M0.4%+5,51513F-HRTimeline
Pallas Capital Advisors LLC149,936$4.75M0.15%-11,38813F-HRTimeline
FOCUSED ALPHA, LLC149,169$4.73M1.21%+9,33013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO148,062$4.7M0.02%+4913F-HRTimelineGroup
Gradient Capital Advisors, LLC147,747$4.69M1.09%-1,25613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…147,028$4.66M0.16%-1,90613F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding146,987$4.66M-11,621Timeline
Orographic Financial Advisors, LLC135,660$4.65M3.07%-57213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK146,476$4.64M0.02%-78413F-HRTimelineGroup
Roundview Capital LLC146,290$4.64M0.25%+10,40613F-HRTimeline
Keystone Financial Services, LLC146,045$4.63M2.78%-4913F-HRTimeline
Beckerman Institutional, LLC145,966$4.63M2.2%+5,16713F-HRTimeline
Axis Wealth Partners, LLC144,587$4.58M2.2%-1,39213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…144,318$4.58M1.18%-2,96413F-HRTimeline
Bluespring Wealth Management, LLC143,337$4.55M0.09%+45,38813F-HRTimeline
Auxano Advisors, LLC142,772$4.53M0.86%+1,17113F-HRTimeline
Flatrock Wealth Partners LLC142,544$4.52M1.78%+39,04413F-HRTimeline
Marble Wealth, LLC142,287$4.51M0.69%-1,27213F-HRTimeline
Horizon Investments, LLC140,913$4.47M0.05%-129,30113F-HRTimeline
Portus Wealth Advisors, LLC140,793$4.46M3.67%-1,74813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC140,462$4.45M1.59%+40,60513F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC139,930$4.44M0.14%+26,79813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC139,852$4.43M0.1%-2,82113F-HRTimelineGroup
Anchor Investment Management, LLC139,711$4.43M0.33%+4,65613F-HRTimeline
First Heartland Consultants, Inc.139,657$4.43M0.29%+5,17213F-HRTimeline
AMG National Trust Bank139,525$4.42M0.09%-6313F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding139,409$4.42M+10,146Timeline