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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Plancorp, LLC269,747$7.15M0.25%+82513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.269,701$7.15M0.01%+62,98013F-HRTimelineGroup
Lion Street Advisors, LLC267,754$7.1M2.15%+31,22713F-HRTimeline
Navalign, LLC266,708$7.07M1.95%+11,01413F-HRTimeline
Custos Family Office, LLC265,619$7.04M2.24%-47513F-HRTimeline
Kure Advisory, LLC265,518$7.04M4.66%+32,60113F-HR/ATimeline
WealthPlan Investment Management, LLC263,090$6.97M0.51%+16,28913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding262,864$6.97M+30,005Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC262,619$6.96M0.49%-209,05613F-HRTimeline
Arrowroot Family Office, LLC262,507$6.96M3.12%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP262,493$6.96M<0.01%-46,64613F-HRTimelineGroup
Accredited Wealth Management, LLC262,398$6.95M5.63%+14,42413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…261,328$6.93M<0.01%+139,99013F-HRTimelineGroup
NCM Capital Management, LLC260,392$6.91M2.84%+21,27813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding254,427$6.89M-55,928Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…260,128$6.89M0.48%-6,40613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC259,351$6.87M2.27%-12,24713F-HRTimeline
Family Investment Center, Inc.256,635$6.8M1.54%+11,29913F-HRTimeline
Base Wealth Management LLC256,153$6.79M4.35%+7,55213F-HRTimeline
U.S. Capital Wealth Advisors, LLC254,865$6.75M0.2%+6,58313F-HRTimeline
Per Stirling Capital Management, LLC.252,323$6.69M0.87%+5,37413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…251,541$6.67M1.22%-118,00013F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC250,587$6.64M0.24%+9,33613F-HRTimeline
Burns Matteson Capital Management, LLC249,788$6.62M3.2%+6,58213F-HRTimeline
Tudor Financial Inc.248,853$6.59M3.74%+11013F-HRTimeline
MRWM Advisors, LLC248,828$6.59M4.13%+45,59113F-HRTimeline
HRC WEALTH MANAGEMENT, LLC248,723$6.59M3.51%+2,14813F-HRTimeline
Orion Porfolio Solutions, LLC248,639$6.59M0.06%-19,78313F-HR/ATimeline
CapWealth Advisors, LLC248,523$6.59M0.65%+3,40713F-HRTimeline
Old Port Advisors248,194$6.58M1.79%+4,08513F-HRTimeline
Milestone Investment Advisors LLC246,259$6.53M1.7%-9,89013F-HRTimeline
Investors Research Corp244,259$6.47M1.27%+15,12213F-HRTimeline
Strategic Wealth Partners, Ltd.244,129$6.47M0.51%13F-HRTimeline
Meridian Wealth Management, LLC241,665$6.4M0.27%-28,88513F-HRTimeline
Crescent Sterling, Ltd.241,388$6.4M7.16%-2,77013F-HRTimeline
Visionary Wealth Advisors240,955$6.39M0.33%-6,20613F-HRTimeline
USAdvisors Wealth Management, LLC240,725$6.38M2.37%-5,81813F-HRTimeline
Northwest Capital Management Inc236,825$6.28M3.4%-80,26213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC235,377$6.24M0.16%-114,49513F-HRTimelineGroup
High Net Worth Advisory Group LLC234,460$6.21M1.64%-6213F-HRTimeline
HC Advisors, LLC234,120$6.2M4.38%-3,94213F-HRTimeline
Cyr Financial Inc.234,041$6.2M4.79%+19,75313F-HRTimeline
MFA Wealth Services233,831$6.2M4.66%-41,45013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC232,664$6.17M0.01%+3,61113F-HRTimelineGroup
Adams Asset Advisors, LLC231,786$6.14M0.86%new13F-HR/ATimeline
Modern Wealth Management, LLC231,050$6.12M0.15%+37,81213F-HR/ATimeline
IEQ CAPITAL, LLC228,522$6.06M0.04%+4,16513F-HRTimeline
Michels Family Financial, LLC228,501$6.06M5.16%+1,67713F-HRTimeline
Centric Wealth Management224,572$6.04M1.44%+20,94913F-HRTimeline
NWAM LLC227,616$6.03M0.35%+46,15413F-HR/ATimeline
ROVIN CAPITAL /UT/ /ADV226,591$6M1.82%+10,17913F-HRTimeline
Bensler, LLC225,714$5.98M0.67%-6,77213F-HRTimeline
Cornerstone Planning Group LLC221,614$5.93M1.21%+1,25613F-HRTimeline
Armor Investment Advisors, LLC222,331$5.89M2.22%-86913F-HRTimeline
Benchmark Wealth Management, LLC221,409$5.87M2.61%-5,65313F-HRTimeline
PCA Investment Advisory Services Inc.220,727$5.85M2.46%-6,72013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC219,719$5.82M0.58%+49,76513F-HRTimeline
Goldstone Financial Group, LLC212,553$5.81M0.77%+16,58813F-HRTimeline
Global Strategic Investment Solutions, …218,814$5.8M0.62%013F-HRTimeline
J.W. COLE ADVISORS, INC.215,465$5.71M0.12%-42,88113F-HRTimeline
TWO SIGMA SECURITIES, LLC215,311$5.71M0.7%+136,89513F-HRTimeline
Arkadios Wealth Advisors214,643$5.69M0.17%+38,46113F-HRTimeline
Sequoia Financial Advisors, LLC213,928$5.67M0.04%+50613F-HRTimeline
Future Financial Wealth Managment LLC213,690$5.66M3.86%-3,63913F-HRTimeline
D.B. Root & Company, LLC212,686$5.64M1.66%+16,67613F-HRTimeline
STEVENS CAPITAL PARTNERS211,185$5.63M2.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC212,221$5.62M0.27%-48913F-HRTimeline
Red Door Wealth Management, LLC211,613$5.61M0.67%-1,26013F-HRTimeline
St. Johns Investment Management Company…211,229$5.6M2.57%-2,59613F-HRTimeline
NWF Advisory Services Inc.210,171$5.57M0.66%+74,95113F-HRTimeline
WealthPLAN Partners, LLC210,153$5.57M0.9%-5,65513F-HRTimeline
Compound Planning, Inc.210,039$5.57M0.21%+24,00413F-HRTimeline
Insight Advisors, LLC/ PA209,795$5.56M0.9%+15,59813F-HRTimeline
Barry Investment Advisors, LLC207,441$5.5M1.37%+9,15413F-HRTimeline
BEACON FINANCIAL PLANNING, INC207,390$5.5M3.07%-8,15013F-HRTimeline
Metropolitan Life Insurance Co/NY204,700$5.42M1.62%+27,70013F-HRTimeline
Talisman Wealth Advisors LLC203,496$5.39M4.92%-1,00913F-HRTimeline
DMKC Advisory Services, LLC198,691$5.39M2.82%+46,21613F-HRTimeline
Friday Financial203,488$5.39M2.74%-5,12913F-HRTimeline
Legacy Private Trust Co.202,902$5.38M0.35%-1,50113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC202,107$5.36M0.11%-6,83413F-HRTimelineGroup
Arax Advisory Partners198,142$5.3M0.24%-1,06913F-HRTimeline
Alliance Wealth Management Group198,638$5.26M1.34%-9,46213F-HRTimeline
Towercrest Capital Management198,638$5.26M0.94%-9,46213F-HRTimeline
Alpha Omega Wealth Management LLC197,805$5.24M0.94%+3,34813F-HRTimeline
United Bank195,713$5.19M1.98%+9,35113F-HRTimeline
TrueWealth Advisors, LLC195,256$5.17M1.53%-14,83613F-HRTimeline
Kellett Wealth Advisors, LLC193,426$5.13M3.34%+11,19813F-HRTimeline
Smartleaf Asset Management LLC193,724$5.11M0.45%+15,03213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC192,302$5.1M<0.01%-5,07213F-HRTimelineGroup
Pinnacle Financial Partners Inc192,120$5.09M0.11%+54513F-HRTimeline
Hofer & Associates. Inc190,903$5.06M3.16%-28,47913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management190,652$5.05M0.18%-99,27113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC189,823$5.03M0.17%-4,67313F-HRTimeline
Martin Worley Group188,118$4.99M2.44%+14,42913F-HRTimeline
Seek First Inc.186,834$4.95M4.01%+8,60613F-HR/ATimeline
Smithfield Trust Co186,259$4.93M0.23%+25,34913F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC185,522$4.92M3.28%-26,48713F-HRTimeline
MBE Wealth Management, LLC185,079$4.9M2.13%+6,12113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…184,748$4.9M0.78%-9,49113F-HRTimeline
Alpha Cubed Investments, LLC184,522$4.89M0.19%+7,12313F-HRTimeline
Auxano Advisors, LLC183,765$4.87M1.14%+1,10813F-HRTimeline
ALKEME WEALTH, LLC182,728$4.84M2.16%+8,85913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO181,466$4.81M0.01%+4,55113F-HRTimelineGroup
Caliber Wealth Management, LLC / KS180,215$4.78M0.51%-2,42713F-HRTimeline
Perigon Wealth Management, LLC180,071$4.77M0.11%-10,03113F-HRTimeline
Phil A. Younker & Associates, Ltd.180,008$4.77M4.7%+6113F-HRTimeline
Pallas Capital Advisors LLC179,850$4.77M0.18%-6,70813F-HRTimeline
JPL Wealth Management, LLC177,671$4.71M1.27%+3,68413F-HRTimeline
Vise Technologies, Inc.177,204$4.7M0.19%13F-HRTimeline
WEDBUSH SECURITIES INC177,086$4.69M0.16%+40,20613F-HRTimeline
FAGAN ASSOCIATES, INC.176,892$4.69M0.73%+70413F-HRTimeline
Berkeley, Inc176,567$4.68M1.68%+54813F-HRTimeline
Avidian Wealth Enterprises, LLC175,635$4.65M0.19%+29,30713F-HRTimeline
FLC Capital Advisors174,343$4.62M0.96%-5,12613F-HRTimeline
Composition Wealth, LLC173,898$4.61M0.08%-1,29413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC173,419$4.6M0.39%-1,69513F-HRTimeline
PFG Investments, LLC172,558$4.57M0.27%+12,69113F-HRTimeline
Cape Investment Advisory, Inc.172,277$4.57M1.67%+6,23013F-HRTimeline
Broadleaf Partners, LLC172,115$4.56M1%-70713F-HRTimeline
Garden State Investment Advisory Servic…171,917$4.56M1.23%-77,15113F-HRTimeline
Csenge Advisory Group172,586$4.52M0.24%+1,07513F-HRTimeline
Chris Bulman Inc169,455$4.49M2.56%+49,27013F-HRTimeline
Joseph P. Lucia & Associates, LLC167,272$4.43M1.81%+10513F-HRTimeline
WPG Advisers, LLC167,206$4.43M3.74%-6,71713F-HRTimeline
Capital Investment Advisors, LLC166,576$4.41M0.08%+40,51013F-HR/ATimeline
GM Advisory Group, LLC165,682$4.39M0.22%-26,89913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC165,512$4.39M0.04%+34,82513F-HRTimeline
FSC Wealth Advisors, LLC164,567$4.36M2.75%-1,22713F-HR/ATimeline
COMERICA BANK164,191$4.35M0.02%-21,81013F-HRTimeline
Moran Wealth Management, LLC164,167$4.35M0.13%+14,43513F-HRTimeline
Strategic Investment Solutions, Inc. /IL163,836$4.34M1.31%-29,81013F-HRTimeline
Texas Yale Capital Corp.163,687$4.34M0.14%+2,31513F-HRTimeline
RVW Wealth, LLC163,055$4.32M0.37%-25,43813F-HRTimeline
LS Investment Advisors, LLC162,105$4.3M0.63%-15,17013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\160,949$4.27M0.01%+2,98513F-HRTimelineGroup
Allen Capital Group, LLC160,720$4.26M0.44%+66,34613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC159,895$4.24M0.47%-72513F-HRTimeline
Paradigm Capital Management, LLC/NV159,875$4.24M4.19%-40,00313F-HRTimeline
Robertson Stephens Wealth Management, L…159,027$4.21M0.15%+6,92013F-HRTimeline
Advisors Capital Management, LLC158,591$4.2M0.06%+6,39813F-HRTimeline
Hopwood Financial Services, Inc.158,393$4.2M3.28%-13,36113F-HRTimeline
Game Plan Financial Advisors, LLC157,990$4.19M1.83%+2,54413F-HRTimeline
Prospera Financial Services Inc157,456$4.17M0.08%+68,38613F-HRTimeline
Cresta Advisors, Ltd.157,121$4.16M2.03%+17,35813F-HRTimeline
Pathway Financial Advisers, LLC157,008$4.16M1.35%+6,09213F-HRTimeline
Rollins Financial Advisors, LLC156,224$4.14M0.66%-5,72413F-HRTimeline
LYNCH & ASSOCIATES/IN155,613$4.12M0.83%+5,12913F-HRTimeline
OLIO Financial Planning154,670$4.1M1.29%-14,72913F-HRTimeline
Holos Integrated Wealth LLC152,115$4.09M2.46%+38013F-HRTimeline
WealthCare Investment Partners, LLC148,141$4.05M1.46%-7,59813F-HRTimeline
Keystone Financial Services, LLC152,176$4.03M3.06%-7,43613F-HRTimeline
MOKAN Wealth Management Inc.150,769$4M2.23%+6,98513F-HRTimeline
Intrua Financial, LLC150,467$3.99M0.57%-48313F-HRTimeline
BFSG, LLC149,416$3.96M0.44%+9,60813F-HRTimeline
Maridea Wealth Management LLC147,985$3.92M1.02%+111,54213F-HRTimeline
Sovran Advisors, LLC143,050$3.91M0.41%+12,37513F-HRTimeline
Breakwater Investment Management147,265$3.9M1.51%-6,77513F-HRTimeline
AMG National Trust Bank146,342$3.88M0.1%+36413F-HRTimeline
Paladin Advisory Group, LLC146,084$3.87M2.96%+3,10013F-HRTimeline
Axis Wealth Partners, LLC145,472$3.86M2.53%+3,24213F-HRTimeline
CAMDEN NATIONAL BANK145,011$3.84M0.55%+6,32113F-HRTimeline
Decker Retirement Planning Inc.144,805$3.84M2.22%+143,58613F-HRTimeline
Good Life Advisors, LLC144,177$3.82M0.24%+4,43013F-HRTimeline
Foundations Investment Advisors, LLC143,973$3.82M0.06%-499,12013F-HRTimeline
Vista Cima Wealth Management LLC143,924$3.81M3.57%+6,35713F-HRTimeline
Genesee Capital Advisors, LLC143,304$3.8M1.7%+1,08313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC143,287$3.8M2.76%-554,24613F-HRTimeline
Guild Investment Management, Inc.143,110$3.79M3.29%+44,85513F-HRTimeline
Gladstone Institutional Advisory LLC143,107$3.79M0.16%-2,74513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…142,223$3.77M0.06%-37,40013F-HRTimelineGroup
Gradient Capital Advisors, LLC142,106$3.77M1.11%+6,15213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…141,206$3.74M1.5%+42,46813F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI141,025$3.74M0.39%+13,41913F-HRTimeline
First Heartland Consultants, Inc.140,578$3.73M0.33%-24,25113F-HRTimeline
Vermillion Wealth Management, Inc.140,016$3.71M1.77%+13,62013F-HRTimeline
McAdam, LLC139,723$3.7M0.2%-7,45013F-HRTimeline
Compass Financial Group, INC/SD139,334$3.69M0.61%+3,69913F-HRTimeline
Orion Capital Management LLC138,377$3.67M1.4%-1,17313F-HRTimeline
Northstar Group, Inc.138,285$3.66M0.57%-1,63313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…137,850$3.65M1.17%+68113F-HRTimeline
Evolution Wealth Advisors, LLC137,833$3.65M0.53%-64,37113F-HRTimeline
CENTAURUS FINANCIAL, INC.136,591$3.62M0.21%+14,96513F-HRTimeline
Western Wealth Management, LLC136,499$3.62M0.22%-25,12713F-HRTimeline
Roundview Capital LLC136,147$3.61M0.24%-4,77613F-HRTimeline
Oxinas Partners, LLC135,669$3.6M1.85%+6,34613F-HRTimeline
Nikulski Financial, Inc.134,972$3.58M0.98%+16,47813F-HRTimeline
ProVise Management Group, LLC134,947$3.58M0.28%-1,27013F-HRTimeline
NewEdge Wealth, LLC133,249$3.56M0.06%+51,10513F-HRTimeline
IFG Advisory, LLC134,491$3.56M0.18%+81,03613F-HRTimeline
Warwick Investment Management, Inc.134,456$3.56M0.69%-25,79913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC134,299$3.56M2.19%-18,95413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…134,251$3.56M0.16%+12,90613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp133,839$3.55M0.01%013F-HRTimelineGroup
Savoie Capital LLC133,800$3.55M0.44%013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.132,783$3.52M2.35%-1,82913F-HRTimeline
Emerald Advisors, LLC132,607$3.51M0.45%+5,97513F-HRTimeline
MAS Advisors LLC132,216$3.5M5.73%+72,11613F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …131,700$3.49M2.15%+1,06213F-HRTimeline
NorthCoast Asset Management LLC131,585$3.49M0.01%+81,47013F-HRTimeline