SCHD SCHWAB STRATEGIC TR

COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers: 1,789
13F filers: 1,807
New: 104
Added: 1,479
Reduced: 35
Sold out: 72
Shares held by filers: 834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
HBK Sorce Advisory LLC	257,509	$7.04M	0.21%	+178,873	13F-HR Timeline
USAdvisors Wealth Management, LLC	257,467	$7.03M	2.29%	+170,292	13F-HR Timeline
Johnson & White Wealth Management, LLC	256,072	$6.98M	4.22%	new	13F-HR Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	253,449	$6.92M	<0.01%	+180,519	13F-HR Timeline Group
Guardian Financial Partners, LLC	251,850	$6.88M	4.09%	+173,739	13F-HR Timeline
Milestone Investment Advisors LLC	251,769	$6.88M	1.87%	+168,278	13F-HR Timeline
Clearstead Advisors, LLC	251,548	$6.87M	0.1%	+167,263	13F-HR Timeline
Per Stirling Capital Management, LLC.	250,047	$6.83M	0.97%	+160,404	13F-HR Timeline
Synergy Investment Management, LLC	249,318	$6.81M	2.93%		13F-HR Timeline
Belpointe Asset Management LLC	149,115	$6.78M	0.41%	+79,688	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	243,742	$6.78M	3.27%	+12,088	13F-HR Timeline
Essential Planning, LLC.	210,058	$6.76M	0.04%	new	13F-HR Timeline
Continuum Advisory, LLC	247,330	$6.76M	0.87%	+6,538	13F-HR Timeline
Family Investment Center, Inc.	242,663	$6.63M	1.68%	+162,117	13F-HR Timeline
CapWealth Advisors, LLC	242,288	$6.62M	0.73%	+163,088	13F-HR Timeline
Carnegie Investment Counsel	240,564	$6.57M	0.19%	+161,493	13F-HR Timeline
HC Advisors, LLC	240,094	$6.56M	5.26%	+161,895	13F-HR Timeline
Burns Matteson Capital Management, LLC	239,658	$6.55M	3.67%	+158,714	13F-HR Timeline
MSH Capital Advisors LLC	239,597	$6.55M	2.06%	+166,360	13F-HR Timeline
Visionary Wealth Advisors	239,246	$6.54M	0.38%	+161,642	13F-HR Timeline
Arax Advisory Partners	238,967	$6.53M	0.41%	+173,947	13F-HR Timeline
Old Port Advisors	238,617	$6.52M	1.87%	+161,065	13F-HR Timeline
Benchmark Wealth Management, LLC	238,090	$6.5M	3.2%	+158,794	13F-HR Timeline
Bensler, LLC	237,566	$6.49M	0.77%	+149,820	13F-HR Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC	237,006	$6.47M	0.01%	+156,804	13F-HR Timeline Group
Gunma Bank,Ltd.	235,000	$6.42M	2.12%	+155,000	13F-HR Timeline
High Net Worth Advisory Group LLC	234,670	$6.41M	1.79%	+159,328	13F-HR Timeline
Cornerstone Planning Group LLC	224,966	$6.4M	1.57%	-26,328	13F-HR Timeline
Paradigm Capital Management, LLC/NV	232,246	$6.34M	5.93%	+155,911	13F-HR Timeline
Accredited Wealth Management, LLC	231,204	$6.32M	5.53%		13F-HR Timeline
Crescent Sterling, Ltd.	230,204	$6.29M	6.45%	+157,914	13F-HR Timeline
NCM Capital Management, LLC	229,713	$6.28M	2.83%	+158,572	13F-HR Timeline
Csenge Advisory Group	229,340	$6.27M	0.34%	+5,940	13F-HR Timeline
Caprock Group, LLC	227,492	$6.22M	0.2%	+148,463	13F-HR Timeline
World Investment Advisors	226,711	$6.19M	0.17%	+154,524	13F-HR Timeline
PCA Investment Advisory Services Inc.	225,843	$6.17M	2.86%	+153,118	13F-HR Timeline
SMITH, MOORE & CO.	225,472	$6.16M	0.56%	+149,882	13F-HR Timeline
Qube Research & Technologies Ltd	225,046	$6.15M	0.01%	+224,146	13F-HR Timeline
Tudor Financial Inc.	224,424	$6.13M	3.59%	+149,745	13F-HR Timeline
TrueWealth Advisors, LLC	224,124	$6.12M	2.04%	+135,561	13F-HR Timeline
NWAM LLC	223,971	$6.12M	0.38%	+152,873	13F-HR Timeline
J.W. COLE ADVISORS, INC.	223,803	$6.11M	0.25%	+165,939	13F-HR Timeline
Lion Street Advisors, LLC	223,346	$6.1M	1.95%	+161,550	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	223,290	$6.1M	2.09%	+142,331	13F-HR Timeline
Armor Investment Advisors, LLC	223,049	$6.09M	2.5%	+149,255	13F-HR Timeline
Financial Partners Group, Inc	222,948	$6.09M	0.89%	+218,139	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	221,584	$6.05M	3.56%		13F-HR Timeline
Michels Family Financial, LLC	220,974	$6.04M	5.53%		13F-HR Timeline
Global Strategic Investment Solutions, …	218,814	$5.98M	0.7%	+145,876	13F-HR Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	218,320	$5.96M	0.14%	+148,076	13F-HR Timeline Group
WealthPLAN Partners, LLC	217,555	$5.94M	0.84%	+148,915	13F-HR Timeline
Red Door Wealth Management, LLC	216,604	$5.92M	0.91%	+142,946	13F-HR Timeline
Savvy Advisors, Inc.	215,101	$5.88M	0.71%	+195,742	13F-HR Timeline
Hofer & Associates. Inc	214,148	$5.85M	3.93%	+143,464	13F-HR Timeline
St. Johns Investment Management Company…	212,795	$5.81M	2.71%	+141,603	13F-HR Timeline
Legacy Private Trust Co.	212,492	$5.81M	0.38%	+140,705	13F-HR Timeline
D.B. Root & Company, LLC	210,967	$5.76M	1.83%	+144,421	13F-HR Timeline
Investors Research Corp	210,522	$5.75M	1.26%	+144,734	13F-HR Timeline
Econ Financial Services Corp	210,387	$5.75M	3.3%	new	13F-HR Timeline
Montis Financial, LLC	208,317	$5.69M	1.76%	+147,773	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	207,852	$5.68M	0.42%	+139,796	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	207,340	$5.67M	2.04%	+150,859	13F-HR Timeline
Alliance Wealth Management Group	206,821	$5.65M	1.51%	+135,977	13F-HR Timeline
Towercrest Capital Management	206,821	$5.65M	0.91%	+135,977	13F-HR Timeline
CHANNEL WEALTH LLC	206,440	$5.64M	1.84%	+153,968	13F-HR Timeline
Cyr Financial Inc.	205,951	$5.63M	5.13%	+154,176	13F-HR Timeline
Pinnacle Financial Partners Inc	205,750	$5.62M	0.11%	+133,052	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	205,747	$5.62M	0.01%	+21,897	13F-HR Timeline Group
Future Financial Wealth Managment LLC	204,932	$5.6M	4.09%	+139,562	13F-HR Timeline
Sequoia Financial Advisors, LLC	203,445	$5.56M	0.05%	+153,945	13F-HR/A Timeline
Evolution Wealth Advisors, LLC	202,155	$5.52M	0.92%	+136,789	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	200,934	$5.49M	0.19%	+131,724	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	200,667	$5.48M	1.08%	+134,877	13F-HR Timeline
WPG Advisers, LLC	199,315	$5.45M	5.06%		13F-HR Timeline
Goldstone Financial Group, LLC	198,687	$5.43M	0.85%	+134,088	13F-HR Timeline
Friday Financial	198,323	$5.42M	3.73%		13F-HR Timeline
Strategic Financial Concepts, LLC	198,169	$5.41M	1.04%	+160,307	13F-HR/A Timeline
FLAGSHIP HARBOR ADVISORS, LLC	197,642	$5.4M	0.28%	+134,494	13F-HR Timeline
Alpha Omega Wealth Management LLC	197,499	$5.4M	1.02%	+129,149	13F-HR Timeline
Centric Wealth Management	196,532	$5.37M	1.45%	+34	13F-HR Timeline
Advisors Capital Management, LLC	196,194	$5.36M	0.08%	+131,610	13F-HR Timeline
EP Wealth Advisors, LLC	196,138	$5.36M	0.04%	+133,062	13F-HR Timeline
Arrowroot Family Office, LLC	195,590	$5.34M	2.78%	+130,995	13F-HR Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.	195,214	$5.33M	0.34%	+130,349	13F-HR Timeline Group
Transform Wealth, LLC	192,865	$5.27M	0.29%	+146,525	13F-HR Timeline
ASSET PLANNING CORPORATION	192,539	$5.26M	3.29%	+110,091	13F-HR Timeline
Mission Hills Financial Advisory, LLC	192,381	$5.26M	4.08%	+17,384	13F-HR Timeline
Smart Money Group LLC	192,237	$5.25M	1.81%	-10,013	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	191,935	$5.24M	0.71%	+121,709	13F-HR Timeline
Perigon Wealth Management, LLC	186,613	$5.19M	0.13%	+126,769	13F-HR Timeline
First National Trust Co	189,194	$5.17M	0.19%	+125,580	13F-HR Timeline
Pallas Capital Advisors LLC	188,875	$5.16M	0.22%	+3,647	13F-HR Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…	187,235	$5.12M	0.14%	+136,321	13F-HR Timeline Group
FLC Capital Advisors	187,024	$5.11M	1.18%	+123,526	13F-HR Timeline
BARNES PETTEY FINANCIAL ADVISORS, LLC	186,708	$5.1M	3.89%	+125,849	13F-HR Timeline
COMERICA BANK	186,098	$5.08M	0.02%	+117,929	13F-HR/A Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	185,393	$5.06M	0.86%	+125,564	13F-HR Timeline
United Bank	184,029	$5.03M	2.12%	+122,999	13F-HR Timeline
Auxano Advisors, LLC	183,311	$5.01M	1.26%	+122,553	13F-HR Timeline
Journey Beyond Wealth, LLC	183,299	$5.01M	4.71%		13F-HR Timeline
Prime Capital Investment Advisors, LLC	183,006	$5M	0.07%	+121,982	13F-HR Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO	181,813	$4.97M	0.01%	+117,850	13F-HR Timeline Group
BEACON FINANCIAL PLANNING, INC	181,630	$4.96M	2.89%	+127,193	13F-HR Timeline
Talisman Wealth Advisors LLC	181,007	$4.95M	5.25%	+131,216	13F-HR Timeline
Phil A. Younker & Associates, Ltd.	180,517	$4.93M	4.93%		13F-HR Timeline
Composition Wealth, LLC	180,316	$4.93M	0.1%	+98,199	13F-HR Timeline
Metropolitan Life Insurance Co/NY	180,000	$4.92M	1.95%	+98,200	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	179,593	$4.91M	0.15%	+119,332	13F-HR Timeline
GM Advisory Group, LLC	179,364	$4.9M	0.27%	+129,680	13F-HR Timeline
FAGAN ASSOCIATES, INC.	178,912	$4.89M	0.78%	+118,660	13F-HR Timeline
Kellett Wealth Advisors, LLC	176,862	$4.83M	3.32%	+114,862	13F-HR Timeline
Texas Yale Capital Corp.	175,064	$4.78M	0.19%	+118,043	13F-HR Timeline
Berkeley, Inc	174,825	$4.78M	2.47%	+61,509	13F-HR/A Timeline
CAPITAL FUND MANAGEMENT S.A.	174,018	$4.75M	0.05%	+161,112	13F-HR Timeline
BOSTON FINANCIAL MANGEMENT LLC	173,627	$4.74M	0.14%	+115,485	13F-HR Timeline
Hopwood Financial Services, Inc.	172,188	$4.7M	3.56%		13F-HR Timeline
Martin Worley Group	171,429	$4.68M	2.93%		13F-HR Timeline
White Knight Strategic Wealth Advisors,…	170,504	$4.66M	1.95%	+142,000	13F-HR Timeline
Warwick Investment Management, Inc.	170,461	$4.66M	0.96%	+113,007	13F-HR Timeline
Compound Planning, Inc.	169,673	$4.64M	0.23%	+133,785	13F-HR Timeline
Broadleaf Partners, LLC	169,188	$4.62M	1.08%	+114,953	13F-HR Timeline
LexAurum Advisors, LLC	169,127	$4.62M	0.92%	+89,487	13F-HR Timeline
Argent Trust Co	168,834	$4.61M	0.19%	+112,556	13F-HR Timeline
Rollins Financial Advisors, LLC	168,656	$4.61M	0.72%	+111,586	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	168,100	$4.59M	0.57%	+115,268	13F-HR Timeline
Scissortail Wealth Management, LLC	168,033	$4.59M	1.18%	+167,875	13F-HR Timeline
Insight Advisors, LLC/ PA	168,054	$4.58M	0.78%	+119,192	13F-HR Timeline
FSC Wealth Advisors, LLC	166,017	$4.54M	2.92%	+110,894	13F-HR Timeline
ALKEME WEALTH, LLC	165,729	$4.53M	2.07%	+111,622	13F-HR Timeline
CERTIOR FINANCIAL GROUP, LLC	165,219	$4.51M	4.01%		13F-HR Timeline
AssuredPartners Investment Advisors, LLC	164,912	$4.51M	0.88%		13F-HR Timeline
JPL Wealth Management, LLC	164,909	$4.51M	1.29%		13F-HR Timeline
Barry Investment Advisors, LLC	164,797	$4.5M	1.45%	+117,173	13F-HR Timeline
WealthCare Investment Partners, LLC	164,860	$4.49M	1.96%	+100,667	13F-HR Timeline
OLIO Financial Planning	164,378	$4.49M	1.58%	+112,925	13F-HR Timeline
HAMEL ASSOCIATES, INC.	163,121	$4.46M	1.43%	+124,908	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	162,888	$4.45M	0.06%	+114,229	13F-HR Timeline Group
Intrua Financial, LLC	161,907	$4.42M	0.72%	+107,427	13F-HR Timeline
Cape Investment Advisory, Inc.	161,656	$4.42M	1.73%	+107,580	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	161,629	$4.42M	2.88%	+105,284	13F-HR Timeline
Western Wealth Management, LLC	161,609	$4.42M	0.29%	+83,536	13F-HR/A Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…	161,159	$4.4M	1.51%	+103,784	13F-HR Timeline
Breakwater Investment Management	161,099	$4.4M	1.87%	+105,722	13F-HR/A Timeline
TOWNSQUARE CAPITAL LLC	160,778	$4.39M	0.05%	+108,635	13F-HR Timeline
Alpha Cubed Investments, LLC	160,765	$4.39M	0.2%	+108,304	13F-HR Timeline
AMG National Trust Bank	159,768	$4.36M	0.12%	+105,846	13F-HR Timeline
MRWM Advisors, LLC	159,388	$4.35M	3.41%		13F-HR Timeline
Joseph P. Lucia & Associates, LLC	158,976	$4.34M	1.93%	+107,246	13F-HR Timeline
ACCESS FINANCIAL SERVICES, INC.	157,299	$4.3M	1.91%	+103,786	13F-HR Timeline
Holos Integrated Wealth LLC	156,165	$4.27M	2.92%		13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	155,006	$4.23M	0.44%	+114,822	13F-HR Timeline
Three Magnolias Financial Advisors, LLC	154,792	$4.23M	4.45%		13F-HR Timeline
Private Portfolio Partners LLC	154,097	$4.21M	0.77%	+103,473	13F-HR Timeline
Cambridge Advisors Inc.	153,528	$4.19M	0.94%	+103,051	13F-HR Timeline
Cresta Advisors, Ltd.	49,341	$4.17M	2.18%	0	13F-HR Timeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC	152,197	$4.16M	3.48%	+104,736	13F-HR Timeline Group
Smithfield Trust Co	151,749	$4.14M	0.21%	+101,166	13F-HR Timeline
Keystone Financial Services, LLC	151,252	$4.13M	3.79%		13F-HR Timeline
Moran Wealth Management, LLC	150,921	$4.12M	0.13%	+115,552	13F-HR Timeline
Pathway Financial Advisers, LLC	149,849	$4.09M	1.37%	+100,347	13F-HR Timeline
FreeGulliver LLC	148,787	$4.06M	2.12%	+99,650	13F-HR Timeline
Game Plan Financial Advisors, LLC	149,159	$4.06M	1.93%	+99,512	13F-HR Timeline
EASTERN BANK	148,433	$4.06M	0.08%	+90,250	13F-HR Timeline
Asset Allocation & Management Company, …	147,168	$4.02M	2.2%	+110,362	13F-HR Timeline
PFG Investments, LLC	147,065	$4.02M	0.25%	+121,167	13F-HR Timeline
Avidian Wealth Enterprises, LLC	146,742	$4.01M	0.18%	+102,377	13F-HR Timeline
SVB WEALTH LLC	145,956	$3.99M	0.07%	new	13F-HR Timeline
Nabity-Jensen Investment Management Inc	145,509	$3.98M	3%	+97,056	13F-HR Timeline
Northwest Capital Management Inc	145,360	$3.97M	1.7%	+96,715	13F-HR Timeline
McAdam, LLC	145,070	$3.96M	0.22%	+95,742	13F-HR Timeline
US BANCORP \DE\in group US BANCORP \DE\	144,287	$3.94M	0.01%	+93,921	13F-HR Timeline Group
Genesee Capital Advisors, LLC	144,086	$3.94M	1.83%	+111,379	13F-HR Timeline
Good Life Advisors, LLC	143,910	$3.93M	0.29%	+96,080	13F-HR Timeline
Paladin Advisory Group, LLC	143,791	$3.93M	3.01%	+97,599	13F-HR Timeline
DMKC Advisory Services, LLC	143,389	$3.92M	3.55%		13F-HR Timeline
Roundview Capital LLC	143,385	$3.92M	0.27%	+93,787	13F-HR Timeline
Foundations Investment Advisors, LLC	142,931	$3.9M	0.08%	+101,514	13F-HR Timeline
Northstar Group, Inc.	142,910	$3.9M	0.65%	+93,741	13F-HR Timeline
Robertson Stephens Wealth Management, L…	142,844	$3.9M	0.14%	+99,629	13F-HR Timeline
Spectrum Wealth Counsel, LLC	142,639	$3.9M	0.46%	+95,621	13F-HR Timeline
LYNCH & ASSOCIATES/IN	142,063	$3.88M	0.84%	+98,381	13F-HR Timeline
ProVise Management Group, LLC	141,866	$3.88M	0.33%	+88,383	13F-HR Timeline
Axis Wealth Partners, LLC	140,945	$3.85M	3.25%		13F-HR Timeline
MOKAN Wealth Management Inc.	140,532	$3.84M	2.44%		13F-HR Timeline
Gladstone Institutional Advisory LLC	140,393	$3.84M	0.18%	+101,294	13F-HR Timeline
B & T Capital Management DBA Alpha Capi…	138,128	$3.77M	0.69%	+91,145	13F-HR Timeline
WEDBUSH SECURITIES INC	136,952	$3.74M	0.13%	+92,649	13F-HR Timeline
AHL INVESTMENT MANAGEMENT, INC.	135,118	$3.69M	2.58%	+89,984	13F-HR Timeline
M&T Bank Corpin group M&T Bank Corp	134,415	$3.67M	0.01%	+89,490	13F-HR Timeline Group
ROMAN BUTLER FULLERTON & CO	128,945	$3.67M	1.16%	+5,582	13F-HR Timeline
Savoie Capital LLC	133,800	$3.66M	0.44%	+89,200	13F-HR Timeline
Vista Cima Wealth Management LLC	133,003	$3.63M	3.78%		13F-HR Timeline
Compass Financial Group, INC/SD	132,107	$3.61M	0.68%	+89,242	13F-HR Timeline
WBH ADVISORY INC	131,939	$3.6M	0.33%	+87,379	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	131,042	$3.58M	2.74%	+86,771	13F-HR Timeline
CAMDEN NATIONAL BANK	130,610	$3.57M	0.53%	+91,277	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
B. Riley Wealth Advisors, Inc.	130,374	$3.56M	0.12%	+85,576	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	130,320	$3.56M	0.21%	+87,575	13F-HR Timeline
White Lighthouse Investment Management …	130,267	$3.56M	0.63%	+87,561	13F-HR Timeline
Gradient Capital Advisors, LLC	130,147	$3.56M	1.15%	+86,847	13F-HR Timeline