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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Goldstone Financial Group, LLC255,581$7.01M0.78%+24,01813F-HRTimeline
Trek Financial, LLC255,443$7.01M0.41%+26,52713F-HRTimeline
Chicago Partners Investment Group LLC239,861$6.99M0.17%+37813F-HRTimeline
HRC WEALTH MANAGEMENT, LLC253,201$6.95M3.33%+1,90813F-HRTimeline
Compass Financial Group, Inc. (Ohio)252,519$6.93M5.07%13F-HRTimeline
Burns Matteson Capital Management, LLC252,456$6.92M2.78%-1,36713F-HRTimeline
Kellett Wealth Advisors, LLC251,806$6.91M3.95%+42,16213F-HRTimeline
Financial Partners Group, Inc231,428$6.9M0.8%-28,07313F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…251,541$6.9M1.38%013F-HRTimelineGroup
Michels Family Financial, LLC250,692$6.88M5.05%+15,53913F-HRTimeline
Plancorp, LLC250,456$6.87M0.21%-15,69413F-HRTimeline
IMA Advisory Services, Inc.250,392$6.87M0.66%-373,99913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC250,116$6.86M0.22%+29613F-HRTimeline
NWAM LLC236,665$6.82M0.38%+5,83413F-HRTimeline
Intrua Financial, LLC248,518$6.82M0.75%+63,51613F-HRTimeline
Continuum Advisory, LLC248,206$6.81M0.68%-18,36813F-HRTimeline
TruWealth Advisors, LLC245,401$6.76M0.33%-18,19913F-HRTimeline
JNBA Financial Advisors246,152$6.75M0.59%-41,89013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT245,683$6.74M0.74%-8,48513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…242,594$6.65M0.42%-8,98013F-HRTimeline
Visionary Wealth Advisors241,638$6.63M0.3%-3,06613F-HRTimeline
Cornerstone Planning Group LLC225,867$6.62M1.03%+225,13513F-HRTimeline
Strategic Wealth Partners, Ltd.241,185$6.62M0.45%-3,30413F-HRTimeline
Canal Capital Management, LLC241,124$6.61M0.94%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP240,365$6.59M<0.01%-23,44613F-HRTimelineGroup
CapWealth Advisors, LLC238,062$6.53M0.45%-8,19213F-HR/ATimeline
High Net Worth Advisory Group LLC237,862$6.52M1.5%+1913F-HRTimeline
Goepper Burkhardt LLC236,868$6.5M2.12%-143,33513F-HRTimeline
St. Johns Investment Management Company…235,650$6.46M2.7%+13,41513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC235,100$6.45M0.38%-170,85613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.234,331$6.43M0.01%+65613F-HRTimelineGroup
Asset Advisory Group, Inc.233,864$6.41M3.2%13F-HRTimeline
Family Investment Center, Inc.232,137$6.37M1.29%-20,27313F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC229,827$6.3M3.32%13F-HRTimeline
MFA Wealth Services228,026$6.25M4.23%-1,57913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC227,544$6.24M0.01%+51713F-HRTimelineGroup
Adams Asset Advisors, LLC227,090$6.23M0.82%-4,49913F-HRTimeline
Strategic Blueprint, LLC224,835$6.17M0.36%-73,06413F-HRTimeline
USAdvisors Wealth Management, LLC224,641$6.16M2.03%+2,41413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV222,178$6.09M1.62%+3,47913F-HRTimeline
Uniting Wealth Partners, LLC222,016$6.09M1.87%+8,07613F-HRTimeline
MRWM Advisors, LLC221,348$6.07M3.26%-69,16013F-HRTimeline
Barry Investment Advisors, LLC220,803$6.06M1.35%-4,92013F-HRTimeline
Composition Wealth, LLC220,217$6.04M0.09%+20,22013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP219,951$6.03M0.08%+102,72013F-HRTimeline
Texas Yale Capital Corp.218,937$6.01M0.18%+13,16313F-HRTimeline
Global Strategic Investment Solutions, …218,814$6M0.59%013F-HRTimeline
WMS Group LLC217,410$5.96M7.58%13F-HRTimeline
Allen Capital Group, LLC216,355$5.93M0.55%+24,07413F-HRTimeline
Talisman Wealth Advisors LLC215,520$5.92M4.6%+4,53213F-HRTimeline
Alliance Wealth Management Group214,553$5.89M1.29%-26713F-HRTimeline
Towercrest Capital Management214,553$5.89M0.93%-26713F-HRTimeline
True Freedom Investing, LLC214,000$5.87M0.4%new13F-HRTimeline
Dorato Capital Management201,969$5.87M4.4%13F-HRTimeline
SMITH, MOORE & CO.213,662$5.86M0.44%-68,68513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co213,488$5.86M0.07%-22,89313F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC213,475$5.86M2.82%+5,44113F-HRTimeline
Certified Advisory Corp213,140$5.85M0.53%-20,75413F-HRTimeline
CoreCap Advisors, LLC212,388$5.83M0.2%-30,70713F-HRTimeline
Moran Wealth Management, LLC211,835$5.81M0.18%+33,83713F-HRTimeline
Xcelsior Advisor Partners LLC211,583$5.8M2.82%13F-HRTimeline
Andrews Advisory Associates, LLC210,961$5.79M3.08%13F-HRTimeline
Milestone Investment Advisors LLC210,871$5.78M1.4%-6,78613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD210,749$5.78M0.85%13F-HRTimeline
United Bank210,092$5.76M1.95%+7,54413F-HRTimeline
FIRST MERCHANTS CORP210,080$5.76M0.21%-40,96213F-HRTimeline
Insight Advisors, LLC/ PA209,513$5.75M0.87%-2,63413F-HRTimeline
AlphaCore Capital LLC209,097$5.74M0.13%+91,56913F-HRTimeline
Premier Private Wealth Management LLC190,874$5.73M5.93%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC208,666$5.72M0.27%+9,01513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…206,758$5.67M0.82%+7,02013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC206,537$5.67M0.09%+1,57313F-HRTimelineGroup
Legacy Advisors, LLC205,284$5.63M0.6%+75313F-HRTimeline
Holos Integrated Wealth LLC202,169$5.61M3.13%+48,06713F-HRTimeline
IHT Wealth Management, LLC201,441$5.53M0.13%-124,04813F-HRTimeline
Sendero Wealth Management, LLC200,578$5.5M0.61%-16,54813F-HRTimeline
Bensler, LLC198,172$5.44M0.54%-13,47113F-HRTimeline
Legacy Private Trust Co.198,129$5.43M0.32%-89213F-HRTimeline
Red Door Wealth Management, LLC197,654$5.42M0.56%-7,15213F-HRTimeline
Merkkuri Wealth Advisors LLC197,078$5.41M3.68%-139,25813F-HRTimeline
Alpha Omega Wealth Management LLC195,264$5.36M0.89%+2,00513F-HRTimeline
PCA Investment Advisory Services Inc.195,148$5.35M1.87%-22,45413F-HRTimeline
ALKEME WEALTH, LLC195,085$5.35M2.28%+11,57313F-HRTimeline
WealthPLAN Partners, LLC193,573$5.31M0.79%-19,15913F-HRTimeline
Cadia Private Client LLC193,193$5.3M4.21%13F-HRTimeline
CHANNEL WEALTH LLC191,481$5.25M1.33%-193,88413F-HRTimeline
Eagle Strategies LLC190,844$5.23M0.67%+3,21913F-HRTimeline
PFG Investments, LLC189,143$5.19M0.24%+7,68213F-HRTimeline
Hofer & Associates. Inc188,626$5.17M2.74%+6,74413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management188,076$5.16M0.17%+2,28213F-HRTimelineGroup
Seek First Inc.187,947$5.16M3.55%-6,71613F-HRTimeline
White Lighthouse Investment Management …187,668$5.15M0.72%+64,48313F-HRTimeline
WEDBUSH SECURITIES INC186,559$5.12M0.15%+3,18613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC186,404$5.11M0.09%-4,05413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC186,419$5.11M0.3%-27,32113F-HRTimeline
Quantinno Capital Management LP185,480$5.09M0.01%+16,39313F-HRTimeline
Arax Advisory Partners184,903$5.08M0.15%new13F-HRTimeline
Global Financial Private Client, LLC185,012$5.07M1.78%-14,48613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC183,510$5.03M0.12%-2,66713F-HRTimelineGroup
Smithfield Trust Co182,941$5.02M0.22%-4,03113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO182,953$5.02M<0.01%+4,58713F-HRTimelineGroup
D.B. Root & Company, LLC180,430$4.95M1.21%-26,84513F-HRTimeline
Cape Investment Advisory, Inc.179,854$4.93M1.52%+175,40613F-HRTimeline
WEALTHSPAN PARTNERS, LLC179,033$4.91M1.79%+48,53813F-HRTimeline
HC Advisors, LLC178,715$4.9M3.39%+25813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC177,838$4.88M0.04%+5,38613F-HRTimeline
FAGAN ASSOCIATES, INC.177,446$4.87M0.65%+1,94913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding177,177$4.86M-5,189Timeline
Onyx Bridge Wealth Group LLC176,749$4.85M0.52%-363,27713F-HRTimeline
J. Mark Nickell & Co.176,069$4.83M4.46%13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC175,888$4.82M0.77%-19,97913F-HRTimeline
Joseph P. Lucia & Associates, LLC174,673$4.79M1.73%+9,05113F-HRTimeline
Guild Investment Management, Inc.174,170$4.78M3.54%+14,50513F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC173,859$4.77M3.64%+16,36813F-HRTimeline
Berkeley, Inc172,905$4.74M1.51%-2,38313F-HRTimeline
TrueWealth Advisors, LLC171,894$4.72M1.22%-19,54713F-HRTimeline
JT Stratford LLC171,752$4.71M0.6%-5,44213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY171,629$4.71M3.21%+62,06613F-HRTimeline
Avidian Wealth Enterprises, LLC170,364$4.67M0.17%-6,06413F-HRTimeline
KCM INVESTMENT ADVISORS LLC169,879$4.66M0.15%-17,32713F-HRTimeline
Perigon Wealth Management, LLC169,768$4.66M0.08%-12,49213F-HRTimeline
FLC Capital Advisors169,562$4.65M0.86%-3,46213F-HRTimeline
Vista Cima Wealth Management LLC167,649$4.6M3.83%+9,84413F-HRTimeline
Alpha Cubed Investments, LLC164,993$4.53M0.15%+3,10113F-HRTimeline
Dala Group, LLC164,986$4.53M3.92%13F-HRTimeline
Robertson Stephens Wealth Management, L…164,774$4.52M0.13%-3,74913F-HRTimeline
Signal Advisors Wealth, LLC164,347$4.51M0.36%+48,74413F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV157,354$4.5M4.18%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\163,875$4.5M0.01%-28313F-HRTimelineGroup
Pallas Capital Advisors LLC163,065$4.47M0.15%+2,74413F-HRTimeline
MBE Wealth Management, LLC162,818$4.47M1.87%-4,25013F-HRTimeline
LYNCH & ASSOCIATES/IN162,740$4.46M0.84%-1,84113F-HRTimeline
Metropolitan Life Insurance Co/NY161,400$4.43M1.34%-29,10013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC160,629$4.41M2.18%-35,35113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…160,120$4.39M1.52%+9,29813F-HRTimeline
Chris Bulman Inc159,619$4.38M1.94%-58,97913F-HRTimeline
OLIO Financial Planning159,440$4.37M1.23%+90013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC159,122$4.36M0.45%-1,86513F-HRTimeline
Foguth Wealth Management, LLC.157,252$4.36M0.68%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.158,338$4.34M0.04%+135,70013F-HRTimelineGroup
Cresta Advisors, Ltd.158,290$4.34M1.82%+9,58713F-HRTimeline
Oxinas Partners, LLC157,483$4.32M2.08%+10,81213F-HRTimeline
Game Plan Financial Advisors, LLC155,845$4.27M1.72%-16813F-HRTimeline
Paradigm Capital Management, LLC/NV155,390$4.26M3.96%+10,74113F-HRTimeline
CAMDEN NATIONAL BANK154,918$4.25M0.58%+6,26113F-HRTimeline
Good Harbor Advisors, Inc.154,396$4.24M4.93%13F-HRTimeline
Betterment LLC153,306$4.21M0.01%+47,63813F-HRTimeline
Nikulski Financial, Inc.151,584$4.16M0.99%+6,92413F-HRTimeline
ROMAN BUTLER FULLERTON & CO141,230$4.12M1.08%+7,86213F-HRTimeline
KKM Financial LLC150,096$4.12M0.73%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC149,704$4.11M0.29%-28,14513F-HRTimeline
Decker Retirement Planning Inc.149,592$4.1M2.04%+12,89413F-HRTimeline
Emerald Advisors, LLC149,553$4.1M0.56%+12,10313F-HRTimeline
MOR Wealth Management, LLC148,746$4.08M1.86%13F-HRTimeline
Keystone Financial Services, LLC147,611$4.05M2.76%-1,45513F-HRTimeline
Independent Advisor Alliance147,069$4.03M0.1%+85,24113F-HRTimeline
Prospera Financial Services Inc146,998$4.03M0.07%-4,05613F-HRTimeline
Auxano Advisors, LLC146,948$4.03M0.8%-16,50413F-HRTimeline
Breakwater Investment Management146,518$4.02M1.45%+8,59213F-HRTimeline
Kovack Advisors, Inc.146,092$4.01M0.19%+79,39713F-HR/ATimeline
Axis Wealth Partners, LLC145,872$4M2.21%-2,05413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC144,812$3.97M1.16%-70,76313F-HRTimeline
IRON Financial LLC144,304$3.96M1.82%+50,62613F-HRTimeline
Gradient Capital Advisors, LLC143,660$3.94M1.02%-95213F-HRTimeline
Soltis Investment Advisors LLC143,131$3.93M0.26%+13,65913F-HR/ATimeline
RVW Wealth, LLC142,469$3.91M0.3%-12,77013F-HRTimeline
Caprock Group, LLC141,922$3.89M0.08%-32,43213F-HRTimeline
WealthPlan Investment Management, LLC141,645$3.89M0.25%-13,70913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO141,560$3.88M0.02%+46,49013F-HRTimelineGroup
Compass Financial Group, INC/SD141,410$3.88M0.55%+1,81513F-HRTimeline
GM Advisory Group, LLC141,306$3.88M0.15%-35,49313F-HRTimeline
NewEdge Wealth, LLC141,209$3.87M0.04%+13,73013F-HRTimeline
Caliber Wealth Management, LLC / KS140,446$3.85M0.41%-17,87613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…140,021$3.84M1.12%+8,21913F-HRTimeline
Vermillion Wealth Management, Inc.140,012$3.84M1.57%-1,95313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI139,177$3.82M0.35%-3,72713F-HRTimeline
TWO SIGMA SECURITIES, LLC138,944$3.81M0.52%+28,36313F-HRTimeline
AMG National Trust Bank138,903$3.81M0.09%-3,04713F-HRTimeline
Capital Investment Advisory Services, L…138,503$3.8M0.27%+24,55113F-HRTimeline
Evolution Wealth Advisors, LLC138,398$3.8M0.38%+78113F-HRTimeline
J.W. COLE ADVISORS, INC.159,928$3.8M0.09%-37,96713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC137,827$3.78M0.1%+3,32413F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC136,854$3.75M0.14%+79613F-HRTimeline
Genesee Capital Advisors, LLC136,703$3.75M1.51%+26,92813F-HRTimeline
Transcendent Capital Group LLC136,601$3.75M1.7%+3,82913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC135,285$3.71M2.02%-3,28713F-HRTimeline
Liberty Capital Management, Inc.134,833$3.7M0.69%+14,28613F-HRTimeline
BXM Wealth LLC134,698$3.69M2.85%+84,98513F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…134,468$3.69M2.16%+7,54313F-HRTimeline
Warwick Investment Management, Inc.134,295$3.68M0.57%-2,03813F-HRTimeline
Northstar Group, Inc.134,036$3.68M0.5%-57413F-HRTimeline
WPG Advisers, LLC133,634$3.67M2.72%-29,26513F-HRTimeline
Cambridge Financial Group, LLC132,738$3.65M1.27%+4,57013F-HRTimeline
FOCUSED ALPHA, LLC132,606$3.64M1.07%13F-HRTimeline
Roundview Capital LLC132,575$3.64M0.22%-6,69113F-HRTimeline
COMERICA BANK131,587$3.61M0.01%-13,71613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC131,526$3.61M1.28%+10,05513F-HRTimeline
Horizon Investments, LLC130,764$3.59M0.05%-224,11813F-HRTimeline
Cambridge Advisors Inc.130,726$3.59M0.68%-2,28213F-HRTimeline
McAdam, LLC130,354$3.58M0.16%-3,50513F-HRTimeline