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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Guardian Financial Partners, LLC269,941$7.55M3.61%+18,09113F-HRTimeline
Plancorp, LLC268,922$7.52M0.3%+219,48313F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.268,771$7.51M5.45%-4813F-HRTimeline
Orion Porfolio Solutions, LLC268,422$7.51M0.07%+2,85013F-HRTimeline
Orion Portfolio Solutions, LLC268,422$7.51M0.07%+2,85013F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…266,534$7.45M0.56%+5,09613F-HRTimeline
Continuum Advisory, LLC266,385$7.45M0.96%+19,05513F-HRTimeline
Custos Family Office, LLC266,094$7.44M2.64%+86713F-HRTimeline
Tull Financial Group, Inc.264,022$7.38M4.3%-18,04813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC262,681$7.34M6.07%+97,46213F-HRTimeline
MSH Capital Advisors LLC261,329$7.31M2.26%+21,73213F-HRTimeline
J.W. COLE ADVISORS, INC.258,346$7.22M0.22%+34,54313F-HRTimeline
SMITH, MOORE & CO.257,374$7.2M0.67%+31,90213F-HRTimeline
Milestone Investment Advisors LLC256,149$7.16M1.99%+4,38013F-HRTimeline
Navalign, LLC255,694$7.15M2.04%-6,54213F-HRTimeline
Prime Capital Investment Advisors, LLC252,775$7.07M0.08%+69,76913F-HRTimeline
Garden State Investment Advisory Servic…249,068$6.97M2.23%-100,99413F-HRTimeline
Tudor Financial Inc.248,743$6.95M4.18%+24,31913F-HRTimeline
Base Wealth Management LLC248,601$6.95M5.3%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC248,282$6.94M0.21%+68,68913F-HRTimeline
Accredited Wealth Management, LLC247,974$6.93M5.86%+16,77013F-HRTimeline
Visionary Wealth Advisors247,161$6.91M0.41%+7,91513F-HRTimeline
Per Stirling Capital Management, LLC.246,949$6.9M0.99%-3,09813F-HRTimeline
WealthPlan Investment Management, LLC246,801$6.9M0.68%+189,12313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC246,575$6.89M4.28%-11,40613F-HRTimeline
USAdvisors Wealth Management, LLC246,543$6.89M2.4%-10,92413F-HRTimeline
Family Investment Center, Inc.245,336$6.86M1.68%+2,67313F-HRTimeline
CapWealth Advisors, LLC245,116$6.85M0.74%+2,82813F-HRTimeline
Belpointe Asset Management LLC244,568$6.84M0.36%+95,45313F-HRTimeline
Crescent Sterling, Ltd.244,158$6.83M7%+13,95413F-HRTimeline
Old Port Advisors244,109$6.83M2.03%+5,49213F-HRTimeline
Burns Matteson Capital Management, LLC243,206$6.8M3.66%+3,54813F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC241,251$6.75M0.25%-16,45813F-HRTimeline
Financial Partners Group, Inc240,743$6.73M1.04%+17,79513F-HRTimeline
CHANNEL WEALTH LLC240,605$6.73M2.09%+34,16513F-HRTimeline
NCM Capital Management, LLC239,114$6.69M3.01%+9,40113F-HRTimeline
World Investment Advisors238,752$6.68M0.17%+12,04113F-HRTimeline
HC Advisors, LLC238,062$6.66M4.99%-2,03213F-HRTimeline
Mission Hills Financial Advisory, LLC236,606$6.62M4.59%+44,22513F-HRTimeline
Lion Street Advisors, LLC236,527$6.61M2.1%+13,18113F-HRTimeline
Quantinno Capital Management LP235,253$6.58M0.04%+189,04113F-HRTimeline
High Net Worth Advisory Group LLC234,522$6.56M1.85%-14813F-HRTimeline
Kure Advisory, LLC232,917$6.51M4.92%13F-HRTimeline
Signal Advisors Wealth, LLC232,814$6.51M0.64%-44,48213F-HRTimeline
Bensler, LLC232,486$6.5M0.81%-5,08013F-HRTimeline
Investors Research Corp229,137$6.41M1.39%+18,61513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC229,053$6.4M0.01%-7,95313F-HRTimelineGroup
Second Half Financial Partners, LLC228,464$6.39M3.17%-38,21213F-HRTimeline
PCA Investment Advisory Services Inc.227,447$6.36M3.36%+1,60413F-HRTimeline
Benchmark Wealth Management, LLC227,062$6.35M3.07%-11,02813F-HRTimeline
Michels Family Financial, LLC226,824$6.34M5.73%+5,85013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding232,859$6.31M-43,975Timeline
IEQ CAPITAL, LLC224,357$6.27M0.05%+152,98513F-HRTimeline
Armor Investment Advisors, LLC223,200$6.24M2.58%+15113F-HRTimeline
TOWNSQUARE CAPITAL LLC221,494$6.19M0.07%+60,71613F-HRTimeline
Redhawk Wealth Advisors, Inc.220,553$6.17M0.83%+28,61813F-HRTimeline
Hofer & Associates. Inc219,382$6.13M4.16%+5,23413F-HRTimeline
Econ Financial Services Corp219,320$6.13M3.27%+8,93313F-HRTimeline
Global Strategic Investment Solutions, …218,814$6.12M0.71%013F-HRTimeline
Future Financial Wealth Managment LLC217,329$6.08M4.46%+12,39713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV216,412$6.05M1.95%+9,07213F-HRTimeline
WealthPLAN Partners, LLC215,808$6.03M0.85%-1,74713F-HRTimeline
BEACON FINANCIAL PLANNING, INC215,540$6.03M3.46%+33,91013F-HRTimeline
Cyr Financial Inc.214,288$5.99M5.35%+8,33713F-HR/ATimeline
St. Johns Investment Management Company…213,825$5.98M2.96%+1,03013F-HRTimeline
Sequoia Financial Advisors, LLC213,422$5.97M0.05%+9,97713F-HRTimeline
Red Door Wealth Management, LLC212,873$5.95M0.88%-3,73113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC212,710$5.95M0.31%+15,06813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC212,009$5.93M4.61%+25,30113F-HRTimeline
TrueWealth Advisors, LLC210,092$5.87M1.93%-14,03213F-HRTimeline
Savvy Advisors, Inc.209,767$5.87M0.59%-5,33413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC208,941$5.84M0.13%-9,37913F-HRTimelineGroup
Alliance Wealth Management Group208,100$5.82M1.57%+1,27913F-HRTimeline
Towercrest Capital Management208,100$5.82M1.11%+1,27913F-HRTimeline
Friday Financial208,617$5.81M3.48%+10,29413F-HRTimeline
Foguth Wealth Management, LLC.206,680$5.78M1.4%-54,48713F-HRTimeline
Talisman Wealth Advisors LLC204,505$5.72M5.87%+23,49813F-HRTimeline
Legacy Private Trust Co.204,403$5.72M0.39%-8,08913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC204,016$5.7M1.16%+3,34913F-HRTimeline
Centric Wealth Management203,623$5.69M1.5%+7,09113F-HRTimeline
MRWM Advisors, LLC203,237$5.68M3.95%+43,84913F-HRTimeline
Strategic Financial Concepts, LLC203,201$5.68M1.07%+5,03213F-HRTimeline
Evolution Wealth Advisors, LLC202,204$5.65M0.94%+4913F-HRTimeline
Cornerstone Planning Group LLC220,358$5.6M1.34%-4,60813F-HRTimeline
Paradigm Capital Management, LLC/NV199,878$5.59M5.71%-32,36813F-HRTimeline
Arax Advisory Partners199,211$5.57M0.36%-39,75613F-HRTimeline
Barry Investment Advisors, LLC198,287$5.54M1.47%+33,49013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC197,374$5.52M0.01%+94,95413F-HRTimelineGroup
D.B. Root & Company, LLC196,010$5.48M1.77%-14,95713F-HRTimeline
Goldstone Financial Group, LLC195,965$5.48M0.83%-2,72213F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.195,218$5.46M0.07%+21,20013F-HRTimeline
KCM INVESTMENT ADVISORS LLC194,496$5.44M0.2%-6,43813F-HRTimeline
Alpha Omega Wealth Management LLC194,457$5.44M1.04%-3,04213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…194,239$5.43M0.95%+8,84613F-HRTimeline
Insight Advisors, LLC/ PA194,197$5.43M0.95%+26,14313F-HRTimeline
Strategic Investment Solutions, Inc. /IL193,646$5.41M1.57%-77,45013F-HRTimeline
Journey Beyond Wealth, LLC193,242$5.4M5.05%+9,94313F-HRTimeline
Modern Wealth Management, LLC193,238$5.4M0.17%-382,99113F-HR/ATimeline
GM Advisory Group, LLC192,581$5.38M0.29%+13,21713F-HRTimeline
Pinnacle Financial Partners Inc191,575$5.36M0.11%-14,17513F-HRTimeline
Perigon Wealth Management, LLC190,102$5.32M0.14%+3,48913F-HRTimeline
EP Wealth Advisors, LLC189,094$5.29M0.04%-7,04413F-HRTimeline
RVW Wealth, LLC188,493$5.27M0.5%-467,27313F-HRTimeline
Pallas Capital Advisors LLC186,558$5.22M0.22%-2,31713F-HRTimeline
United Bank186,362$5.21M2.15%+2,33313F-HRTimeline
Compound Planning, Inc.186,035$5.2M0.24%+16,36213F-HRTimeline
COMERICA BANK186,001$5.2M0.02%-9713F-HRTimeline
ASSET PLANNING CORPORATION183,904$5.14M3.03%-8,63513F-HRTimeline
Auxano Advisors, LLC182,657$5.11M1.35%-65413F-HRTimeline
Caliber Wealth Management, LLC / KS182,642$5.11M0.7%13F-HRTimeline
Kellett Wealth Advisors, LLC182,228$5.1M3.53%+5,36613F-HRTimeline
NWAM LLC181,462$5.07M0.44%-42,50913F-HRTimeline
Phil A. Younker & Associates, Ltd.179,947$5.03M4.95%-57013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.206,721$5.03M0.01%+97413F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…179,623$5.02M0.09%+16,73513F-HRTimelineGroup
FLC Capital Advisors179,469$5.02M1.13%-7,55513F-HRTimeline
MBE Wealth Management, LLC178,958$5M2.39%+132,74313F-HRTimeline
Seek First Inc.178,228$4.98M4.43%13F-HRTimeline
Alpha Cubed Investments, LLC177,399$4.96M0.22%+16,63413F-HRTimeline
LS Investment Advisors, LLC177,275$4.96M0.76%+132,79013F-HRTimeline
Metropolitan Life Insurance Co/NY177,000$4.95M2.29%-3,00013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO176,915$4.95M0.01%-4,89813F-HR/ATimelineGroup
Smartleaf Asset Management LLC178,692$4.93M0.48%+49,96513F-HRTimeline
FAGAN ASSOCIATES, INC.176,188$4.93M0.82%-2,72413F-HRTimeline
Arkadios Wealth Advisors176,182$4.93M0.19%+93,06813F-HRTimeline
Berkeley, Inc176,019$4.92M2.31%+1,19413F-HRTimeline
Composition Wealth, LLC175,192$4.9M0.1%-5,12413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC175,114$4.9M0.51%+20,10813F-HRTimeline
JPL Wealth Management, LLC173,987$4.86M1.39%+9,07813F-HR/ATimeline
WPG Advisers, LLC173,923$4.86M4.53%-25,39213F-HRTimeline
ALKEME WEALTH, LLC173,869$4.86M2.18%+8,14013F-HRTimeline
AssuredPartners Investment Advisors, LLC173,844$4.86M0.94%+8,93213F-HRTimeline
Martin Worley Group173,689$4.86M2.77%+2,26013F-HRTimeline
LexAurum Advisors, LLC172,941$4.84M0.93%+3,81413F-HRTimeline
Broadleaf Partners, LLC172,822$4.83M1.27%+3,63413F-HRTimeline
Hopwood Financial Services, Inc.171,754$4.8M3.71%-43413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC169,954$4.75M0.55%+89,19613F-HRTimeline
OLIO Financial Planning169,399$4.74M1.64%+5,02113F-HRTimeline
Qube Research & Technologies Ltd167,988$4.7M0.01%-57,05813F-HRTimeline
Joseph P. Lucia & Associates, LLC167,167$4.67M2.14%+8,19113F-HRTimeline
Cape Investment Advisory, Inc.166,047$4.64M1.85%+4,39113F-HRTimeline
FSC Wealth Advisors, LLC165,794$4.64M3.04%-22313F-HRTimeline
First Heartland Consultants, Inc.164,829$4.61M0.48%+68,02013F-HRTimeline
Rollins Financial Advisors, LLC161,948$4.53M0.79%-6,70813F-HR/ATimeline
Western Wealth Management, LLC161,626$4.52M0.3%+1713F-HRTimeline
Texas Yale Capital Corp.161,372$4.51M0.19%-13,69213F-HRTimeline
Smithfield Trust Co160,910$4.5M0.23%+9,16113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC160,620$4.49M0.54%-7,48013F-HRTimeline
Warwick Investment Management, Inc.160,255$4.48M0.93%-10,20613F-HRTimeline
Argent Trust Co160,085$4.48M0.18%-8,74913F-HRTimeline
PFG Investments, LLC159,867$4.47M0.29%+12,80213F-HRTimeline
Keystone Financial Services, LLC159,612$4.46M3.78%+8,36013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…158,237$4.42M0.01%+126,81513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\157,964$4.42M0.01%+13,67713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP157,347$4.4M0.33%-50,50513F-HRTimeline
Csenge Advisory Group171,511$4.36M0.25%-57,82913F-HRTimeline
Game Plan Financial Advisors, LLC155,446$4.35M2.11%+6,28713F-HRTimeline
LaSalle St. Investment Advisors, LLC154,619$4.32M1.02%+143,19113F-HRTimeline
Breakwater Investment Management154,040$4.31M1.84%-7,05913F-HRTimeline
Cambridge Advisors Inc.153,602$4.29M0.94%+7413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC153,253$4.28M2.89%-8,37613F-HRTimeline
Kraft, Davis & Associates, LLC168,527$4.28M1.38%new13F-HRTimeline
DMKC Advisory Services, LLC152,475$4.26M3.84%+9,08613F-HRTimeline
Advisors Capital Management, LLC152,193$4.26M0.07%-44,00113F-HRTimeline
Robertson Stephens Wealth Management, L…152,107$4.25M0.16%+9,26313F-HRTimeline
FreeGulliver LLC152,100$4.25M2.16%+3,31313F-HRTimeline
Holos Integrated Wealth LLC151,735$4.24M2.78%-4,43013F-HRTimeline
Intrua Financial, LLC150,950$4.22M0.66%-10,95713F-HRTimeline
Pathway Financial Advisers, LLC150,916$4.22M1.45%+1,06713F-HRTimeline
LYNCH & ASSOCIATES/IN150,484$4.21M0.91%+8,42113F-HRTimeline
Moran Wealth Management, LLC149,732$4.19M0.14%-1,18913F-HRTimeline
Geneos Wealth Management Inc.149,584$4.18M0.06%+76,17313F-HRTimeline
WIN ADVISORS, INC147,257$4.12M2.12%new13F-HRTimeline
Simplicity Wealth,LLC147,184$4.12M0.32%+113,80713F-HRTimeline
McAdam, LLC147,173$4.11M0.25%+2,10313F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC146,804$4.1M4.12%+94,34813F-HRTimeline
Avidian Wealth Enterprises, LLC146,328$4.09M0.18%-41413F-HRTimeline
AMG National Trust Bank145,978$4.08M0.11%-13,79013F-HRTimeline
Gladstone Institutional Advisory LLC145,852$4.08M0.19%+5,45913F-HRTimeline
Betterment LLC145,849$4.08M0.01%+48,50713F-HRTimeline
MOKAN Wealth Management Inc.143,784$4.02M2.42%+3,25213F-HRTimeline
Paladin Advisory Group, LLC142,984$4M3.2%-80713F-HRTimeline
Spectrum Wealth Counsel, LLC142,657$3.99M0.48%+1813F-HRTimeline
Axis Wealth Partners, LLC142,230$3.98M2.94%+1,28513F-HRTimeline
Genesee Capital Advisors, LLC142,221$3.98M1.99%-1,86513F-HRTimeline
WBH ADVISORY INC142,191$3.98M0.37%+10,25213F-HRTimeline
Roundview Capital LLC140,923$3.94M0.28%-2,46213F-HRTimeline
Northstar Group, Inc.139,918$3.91M0.63%-2,99213F-HRTimeline
BFSG, LLC139,808$3.91M0.48%+14,64913F-HRTimeline
Cresta Advisors, Ltd.139,763$3.91M2.02%+90,42213F-HRTimeline
Good Life Advisors, LLC139,747$3.91M0.28%-4,16313F-HRTimeline
Orion Capital Management LLC139,550$3.9M1.64%+9,68713F-HRTimeline
WealthCare Investment Partners, LLC155,739$3.9M1.65%-9,12113F-HRTimeline
CAMDEN NATIONAL BANK138,690$3.88M0.58%+8,08013F-HRTimeline
Trust Co138,667$3.88M0.46%+10,29013F-HRTimeline
Vista Cima Wealth Management LLC137,567$3.85M4.14%+4,56413F-HR/ATimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…137,169$3.84M1.37%-23,99013F-HRTimeline
WEDBUSH SECURITIES INC136,880$3.83M0.14%-7213F-HRTimeline
MEMBERS WEALTH LLC136,376$3.81M2.88%+8,15113F-HRTimeline
ProVise Management Group, LLC136,217$3.81M0.32%-5,64913F-HRTimeline