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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Old Port Advisors253,653$6.92M1.75%+5,45913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO253,442$6.92M0.1%-77,48813F-HRTimeline
Family Investment Center, Inc.252,410$6.89M1.43%-4,22513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…251,574$6.87M0.45%-8,55413F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…251,541$6.87M1.44%013F-HRTimelineGroup
HRC WEALTH MANAGEMENT, LLC251,293$6.86M3.35%+2,57013F-HRTimeline
FIRST MERCHANTS CORP251,042$6.85M0.26%-70,06313F-HRTimeline
Tudor Financial Inc.251,028$6.85M3.64%+2,17513F-HRTimeline
Crescent Sterling, Ltd.250,759$6.85M7.2%+9,37113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC249,820$6.82M0.22%-76713F-HRTimeline
LaSalle St. Investment Advisors, LLC249,640$6.82M1.22%+236,77313F-HRTimeline
CapWealth Advisors, LLC246,254$6.72M0.46%-2,26913F-HR/ATimeline
Visionary Wealth Advisors244,704$6.68M0.31%+3,74913F-HRTimeline
Strategic Wealth Partners, Ltd.244,489$6.67M0.5%+36013F-HRTimeline
Cyr Financial Inc.244,224$6.67M4.56%+10,18313F-HRTimeline
CoreCap Advisors, LLC243,095$6.64M0.24%-269,79613F-HRTimeline
High Net Worth Advisory Group LLC237,843$6.49M1.56%+3,38313F-HRTimeline
Chicago Partners Investment Group LLC239,483$6.47M0.17%-167,58113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co236,381$6.45M0.07%-38,87613F-HRTimelineGroup
Michels Family Financial, LLC235,153$6.42M5%+6,65213F-HRTimeline
Certified Advisory Corp233,894$6.39M0.61%-120,83713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.233,675$6.38M0.01%-36,02613F-HRTimelineGroup
Adams Asset Advisors, LLC231,589$6.32M0.82%-19713F-HRTimeline
Goldstone Financial Group, LLC231,563$6.32M0.75%+19,01013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding237,415$6.28M-17,012Timeline
MFA Wealth Services229,605$6.27M4.33%-4,22613F-HRTimeline
Trek Financial, LLC228,916$6.25M0.37%-48,85213F-HRTimeline
NWAM LLC230,831$6.24M0.34%+3,21513F-HR/ATimeline
IFG Advisory, LLC228,484$6.24M0.28%+93,99313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC227,027$6.2M0.01%-5,63713F-HRTimelineGroup
Centric Wealth Management230,440$6.16M1.37%+5,86813F-HRTimeline
Barry Investment Advisors, LLC225,723$6.16M1.42%+18,28213F-HRTimeline
St. Johns Investment Management Company…222,235$6.07M2.58%+11,00613F-HRTimeline
USAdvisors Wealth Management, LLC222,227$6.07M2.09%-18,49813F-HRTimeline
HBK Sorce Advisory LLC225,057$6.03M0.15%-59,83813F-HR/ATimeline
DMKC Advisory Services, LLC219,680$6M3.04%+20,98913F-HRTimeline
Global Strategic Investment Solutions, …218,814$5.97M0.6%013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV218,699$5.97M1.65%-7,89213F-HR/ATimeline
Chris Bulman Inc218,598$5.97M2.99%+49,14313F-HRTimeline
Milestone Investment Advisors LLC217,657$5.94M1.48%-28,60213F-HRTimeline
PCA Investment Advisory Services Inc.217,602$5.94M2.2%-3,12513F-HRTimeline
Sendero Wealth Management, LLC217,126$5.93M0.69%-89,88413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC215,575$5.89M1.94%-167,34313F-HRTimeline
Alliance Wealth Management Group214,820$5.86M1.3%+16,18213F-HRTimeline
Towercrest Capital Management214,820$5.86M0.94%+16,18213F-HRTimeline
Uniting Wealth Partners, LLC213,940$5.84M1.38%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC213,740$5.83M0.36%-48,87913F-HRTimeline
WealthPLAN Partners, LLC212,732$5.81M0.87%+2,57913F-HRTimeline
Insight Advisors, LLC/ PA212,147$5.79M0.89%+2,35213F-HRTimeline
Bensler, LLC211,643$5.78M0.6%-14,07113F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …211,600$5.78M<0.01%+111,10013F-HRTimelineGroup
Talisman Wealth Advisors LLC210,988$5.76M4.77%+7,49213F-HRTimeline
Kellett Wealth Advisors, LLC209,644$5.72M3.45%+16,21813F-HRTimeline
BEACON FINANCIAL PLANNING, INC208,034$5.68M2.94%+64413F-HRTimeline
D.B. Root & Company, LLC207,275$5.66M1.44%-5,41113F-HRTimeline
Texas Yale Capital Corp.205,774$5.62M0.18%+42,08713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC204,964$5.6M0.09%-150,51313F-HRTimelineGroup
Red Door Wealth Management, LLC204,806$5.59M0.59%-6,80713F-HRTimeline
Legacy Advisors, LLC204,531$5.58M0.69%new13F-HRTimeline
United Bank202,548$5.53M1.92%+6,83513F-HRTimeline
Composition Wealth, LLC199,997$5.46M0.08%+26,09913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…199,738$5.45M0.8%+14,99013F-HRTimeline
Smartleaf Asset Management LLC201,141$5.45M0.34%+7,41713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC199,651$5.45M0.24%-12,57013F-HRTimeline
Global Financial Private Client, LLC199,498$5.45M1.94%-90,85113F-HRTimeline
Legacy Private Trust Co.199,021$5.43M0.33%-3,88113F-HRTimeline
J.W. COLE ADVISORS, INC.197,895$5.4M0.1%-17,57013F-HRTimeline
Foundations Investment Advisors, LLC196,460$5.36M0.08%+52,48713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC195,980$5.35M2.93%+10,45813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC195,867$5.35M0.94%new13F-HRTimeline
Seek First Inc.194,663$5.31M3.82%+7,82913F-HRTimeline
Alpha Omega Wealth Management LLC193,259$5.28M0.88%-4,54613F-HR/ATimeline
Orion Porfolio Solutions, LLC192,312$5.25M0.04%-56,32713F-HRTimeline
Allen Capital Group, LLC192,281$5.25M0.5%+31,56113F-HRTimeline
TrueWealth Advisors, LLC191,441$5.23M1.41%-3,81513F-HRTimeline
Metropolitan Life Insurance Co/NY190,500$5.2M1.52%-14,20013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC190,458$5.2M0.09%-11,64913F-HRTimelineGroup
Pinnacle Financial Partners Inc189,994$5.19M0.12%-2,12613F-HRTimeline
Eagle Strategies LLC187,625$5.12M0.69%-346,59213F-HRTimeline
KCM INVESTMENT ADVISORS LLC187,206$5.11M0.16%-2,61713F-HRTimeline
Smithfield Trust Co186,972$5.1M0.23%+71313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC186,177$5.08M0.12%-49,20013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management185,794$5.07M0.17%-4,85813F-HRTimelineGroup
Intrua Financial, LLC185,002$5.05M0.59%+34,53513F-HRTimeline
ALKEME WEALTH, LLC183,512$5.01M2.16%+78413F-HRTimeline
WEDBUSH SECURITIES INC183,373$5.01M0.16%+6,28713F-HRTimeline
Broadleaf Partners, LLC182,831$4.99M1.04%+10,71613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding182,366$4.98M-80,498Timeline
Perigon Wealth Management, LLC182,260$4.98M0.1%+2,18913F-HRTimeline
Hofer & Associates. Inc181,882$4.97M2.84%-9,02113F-HRTimeline
PFG Investments, LLC181,461$4.95M0.26%+8,90313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…180,185$4.92M0.14%+180,13413F-HRTimelineGroup
HC Advisors, LLC178,457$4.87M3.42%-55,66313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO178,366$4.87M0.01%-3,10013F-HRTimelineGroup
Caprock Group, LLC174,354$4.87M0.12%13F-HRTimeline
Moran Wealth Management, LLC177,998$4.86M0.15%+13,83113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC177,849$4.86M0.34%+4,43013F-HRTimeline
JT Stratford LLC177,194$4.84M0.65%-106,13013F-HRTimeline
GM Advisory Group, LLC176,799$4.83M0.21%+11,11713F-HRTimeline
Avidian Wealth Enterprises, LLC176,428$4.82M0.18%+79313F-HRTimeline
JPL Wealth Management, LLC176,108$4.81M1.14%-1,56313F-HRTimeline
FAGAN ASSOCIATES, INC.175,497$4.79M0.66%-1,39513F-HRTimeline
Berkeley, Inc175,288$4.79M1.54%-1,27913F-HRTimeline
FLC Capital Advisors173,024$4.72M0.91%-1,31913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC172,452$4.71M0.04%+6,94013F-HRTimeline
Cubist Systematic Strategies, LLC170,319$4.65M0.07%new13F-HRTimeline
Equity Wealth Partners, LLC170,014$4.64M3.77%13F-HRTimeline
Quantinno Capital Management LP169,087$4.62M0.01%-124,75613F-HRTimeline
Robertson Stephens Wealth Management, L…168,523$4.6M0.14%+9,49613F-HRTimeline
Advisors Capital Management, LLC167,407$4.57M0.06%+8,81613F-HRTimeline
MBE Wealth Management, LLC167,068$4.56M1.97%-18,01113F-HRTimeline
Joseph P. Lucia & Associates, LLC165,622$4.52M1.71%-1,65013F-HRTimeline
FSC Wealth Advisors, LLC165,418$4.52M2.61%+85113F-HRTimeline
LYNCH & ASSOCIATES/IN164,581$4.49M0.87%+8,96813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\164,158$4.48M0.01%+3,20913F-HRTimelineGroup
Auxano Advisors, LLC163,452$4.46M0.95%-20,31313F-HRTimeline
WPG Advisers, LLC162,899$4.45M3.45%-4,30713F-HRTimeline
Alpha Cubed Investments, LLC161,892$4.42M0.15%-22,63013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC160,987$4.39M0.46%+1,09213F-HRTimeline
Pallas Capital Advisors LLC160,321$4.38M0.16%-19,52913F-HRTimeline
Guild Investment Management, Inc.159,665$4.36M3.46%+16,55513F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC157,491$4.34M3.44%+39,38613F-HRTimeline
BFSG, LLC158,575$4.33M0.42%+9,15913F-HRTimeline
OLIO Financial Planning158,540$4.33M1.27%+3,87013F-HRTimeline
Caliber Wealth Management, LLC / KS158,322$4.32M0.48%-21,89313F-HRTimeline
Vista Cima Wealth Management LLC157,805$4.31M3.59%+13,88113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…156,667$4.28M0.17%+22,41613F-HRTimelineGroup
Game Plan Financial Advisors, LLC156,013$4.26M1.76%-1,97713F-HRTimeline
HAZLETT, BURT & WATSON, INC.155,749$4.25M1.5%-207,35413F-HRTimeline
WealthPlan Investment Management, LLC155,354$4.24M0.28%-107,73613F-HRTimeline
RVW Wealth, LLC155,239$4.24M0.33%-7,81613F-HRTimeline
Prospera Financial Services Inc151,054$4.13M0.07%-6,40213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…150,822$4.12M1.51%+9,61613F-HRTimeline
Holos Integrated Wealth LLC154,102$4.09M2.41%+1,98713F-HRTimeline
CENTAURUS FINANCIAL, INC.149,211$4.07M0.19%+12,62013F-HRTimeline
Keystone Financial Services, LLC149,066$4.07M2.85%-3,11013F-HRTimeline
Cresta Advisors, Ltd.148,703$4.06M1.81%-8,41813F-HRTimeline
CAMDEN NATIONAL BANK148,657$4.06M0.57%+3,64613F-HRTimeline
Axis Wealth Partners, LLC147,926$4.04M2.36%+2,45413F-HRTimeline
Oxinas Partners, LLC146,671$4M2.14%+11,00213F-HRTimeline
COMERICA BANK145,303$3.97M0.01%-18,88813F-HRTimeline
Nikulski Financial, Inc.144,660$3.95M0.99%+9,68813F-HRTimeline
Paradigm Capital Management, LLC/NV144,649$3.95M3.92%-15,22613F-HRTimeline
Gradient Capital Advisors, LLC144,612$3.95M1.06%+2,50613F-HRTimeline
Western Wealth Management, LLC143,746$3.92M0.21%+7,24713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI142,904$3.9M0.37%+1,87913F-HRTimeline
NorthCoast Asset Management LLC142,414$3.89M0.02%+10,82913F-HRTimeline
Strategic Investment Solutions, Inc. /IL141,989$3.88M1.03%-21,84713F-HRTimeline
Vermillion Wealth Management, Inc.141,965$3.88M1.05%+1,94913F-HRTimeline
AMG National Trust Bank141,950$3.88M0.09%-4,39213F-HRTimeline
NWF Advisory Services Inc.140,526$3.84M0.42%-69,64513F-HRTimeline
Csenge Advisory Group140,233$3.83M0.18%-32,35313F-HRTimeline
Compass Financial Group, INC/SD139,595$3.81M0.57%+26113F-HRTimeline
MOKAN Wealth Management Inc.139,297$3.8M1.91%-11,47213F-HRTimeline
Roundview Capital LLC139,266$3.8M0.24%+3,11913F-HRTimeline
Maridea Wealth Management LLC140,850$3.8M0.59%-7,13513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC138,572$3.78M2.13%+4,27313F-HRTimeline
Total Wealth Planning, LLC138,351$3.78M0.44%+16,08513F-HRTimeline
Breakwater Investment Management137,926$3.77M1.39%-9,33913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp137,704$3.76M0.01%+3,86513F-HRTimelineGroup
Evolution Wealth Advisors, LLC137,617$3.76M0.5%-21613F-HRTimeline
Emerald Advisors, LLC137,450$3.75M0.5%+4,84313F-HRTimeline
Decker Retirement Planning Inc.136,698$3.73M2.05%-8,10713F-HRTimeline
Warwick Investment Management, Inc.136,333$3.72M0.65%+1,87713F-HRTimeline
MEMBERS WEALTH LLC134,964$3.72M2.35%13F-HRTimeline
Gladstone Institutional Advisory LLC136,058$3.71M0.14%-7,04913F-HRTimeline
Garden State Investment Advisory Servic…135,147$3.69M0.93%-36,77013F-HRTimeline
Northstar Group, Inc.134,610$3.67M0.54%-3,67513F-HRTimeline
Sovran Advisors, LLC137,737$3.67M0.32%-5,31313F-HRTimeline
ALERUS FINANCIAL NA134,585$3.67M0.19%+133,45713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC134,503$3.67M0.11%+10,26213F-HRTimelineGroup
WealthCare Investment Partners, LLC132,790$3.66M1.19%-15,35113F-HRTimeline
McAdam, LLC133,859$3.65M0.18%-5,86413F-HRTimeline
Cambridge Advisors Inc.133,008$3.63M0.71%+2,76513F-HRTimeline
Transcendent Capital Group LLC132,772$3.62M1.62%new13F-HRTimeline
SYNOVUS FINANCIAL CORP132,745$3.62M0.04%+6,39713F-HRTimeline
Milestones Private Investment Advisors …132,586$3.62M2.47%+1,31713F-HRTimeline
Capital Investment Advisors, LLC132,544$3.62M0.06%-34,03213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…131,802$3.6M1.05%-6,04813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC131,258$3.58M0.01%+1,27013F-HRTimelineGroup
MAS Advisors LLC130,995$3.58M5.66%-1,22113F-HRTimeline
ROMAN BUTLER FULLERTON & CO133,368$3.57M0.96%+6,85113F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.130,497$3.56M2.44%-2,28613F-HRTimeline
WEALTHSPAN PARTNERS, LLC130,495$3.56M1.37%+6,07913F-HRTimeline
Hopwood Financial Services, Inc.130,462$3.56M2.38%-27,93113F-HRTimeline
ProVise Management Group, LLC130,359$3.56M0.26%-4,58813F-HRTimeline
SIMON QUICK ADVISORS, LLC130,232$3.56M0.16%+16613F-HRTimeline
Soltis Investment Advisors LLC129,472$3.53M0.24%+74713F-HRTimeline
Anchor Investment Management, LLC129,369$3.53M0.29%+8,51413F-HRTimeline
Consolidated Portfolio Review Corp129,036$3.52M0.44%+2,50413F-HRTimeline
Orion Capital Management LLC128,420$3.51M1.22%-9,95713F-HRTimeline
Virtue Capital Management, LLC130,012$3.5M0.56%new13F-HR/ATimeline
Cambridge Financial Group, LLC128,168$3.5M1.13%+22,11813F-HRTimeline
COWA, LLC128,026$3.5M1.16%+78213F-HRTimeline
MTM FINANCIAL GROUP, LLC128,413$3.49M1.72%-173,22613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK127,678$3.49M0.02%+21,15413F-HRTimelineGroup
Mainsail Financial Group, LLC127,571$3.48M1.5%+25713F-HRTimeline
Worth Financial Advisory Group, LLC127,514$3.48M1.95%+1,88813F-HRTimeline
LANARK FINANCIAL, INC.127,278$3.47M0.27%-3,21913F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…127,091$3.47M0.06%-15,13213F-HRTimelineGroup