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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Elevation Capital Advisory, LLC248,785$7.63M3.25%+198,95213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP248,570$7.63M<0.01%+8,20513F-HRTimelineGroup
Centric Wealth Management241,204$7.6M1.52%+5,40713F-HRTimeline
St. Johns Investment Management Company…247,635$7.6M3.2%+11,98513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT247,599$7.6M0.85%+1,91613F-HRTimeline
TOWER BRIDGE ADVISORS247,554$7.59M0.73%new13F-HRTimeline
IMA Advisory Services, Inc.247,072$7.58M0.74%-3,32013F-HRTimeline
Duncan Williams Asset Management, LLC246,296$7.56M2.1%-39,02313F-HRTimeline
Visionary Wealth Advisors246,127$7.55M0.33%+4,48913F-HRTimeline
Burns Matteson Capital Management, LLC244,589$7.5M2.92%-7,86713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…242,410$7.44M0.48%-18413F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC241,773$7.42M5.6%+67,91413F-HRTimeline
Chicago Partners Investment Group LLC239,027$7.41M0.17%-83413F-HRTimeline
TruWealth Advisors, LLC240,638$7.41M0.36%-4,76313F-HRTimeline
Goldstone Financial Group, LLC240,684$7.38M0.8%-14,89713F-HRTimeline
Asset Advisory Group, Inc.240,243$7.37M3.7%+6,37913F-HRTimeline
SMITH, MOORE & CO.237,834$7.3M0.53%+24,17213F-HRTimeline
Financial Partners Group, Inc236,865$7.27M0.87%+5,43713F-HRTimeline
Strategic Blueprint, LLC236,724$7.26M0.42%+11,88913F-HRTimeline
Payne Capital LLC236,418$7.25M6.66%+219,30313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC234,886$7.21M0.32%+26,22013F-HRTimeline
Spartan Wealth Advisory Services LLC234,845$7.21M0.63%13F-HRTimeline
High Net Worth Advisory Group LLC233,812$7.17M1.67%-4,05013F-HRTimeline
USAdvisors Wealth Management, LLC234,776$7.16M2.38%+10,13513F-HRTimeline
Arax Advisory Partners233,213$7.15M0.2%+48,31013F-HRTimeline
Uniting Wealth Partners, LLC233,003$7.15M1.52%+10,98713F-HRTimeline
Family Capital Management, Inc.232,604$7.14M3.17%-185,50513F-HRTimeline
CVFG LLC230,536$7.07M0.88%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC230,384$7.07M0.06%new13F-HRTimelineGroup
Family Investment Center, Inc.230,294$7.07M1.36%-1,84313F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC230,060$7.06M3.77%+23313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC229,767$7.05M0.57%+168,06913F-HRTimeline
Allen Capital Group, LLC228,625$7.01M0.63%+12,27013F-HRTimeline
Continuum Advisory, LLC227,121$6.97M0.67%-21,08513F-HRTimeline
Dickmeyer Boyce Financial Management, I…226,769$6.96M4.09%13F-HRTimeline
Texas Yale Capital Corp.224,168$6.88M0.2%+5,23113F-HRTimeline
BCS Wealth Management223,963$6.87M1.4%-238,82413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.221,589$6.8M3.21%-94,84113F-HRTimeline
Goepper Burkhardt LLC221,159$6.79M2.27%-15,70913F-HRTimeline
MRWM Advisors, LLC220,794$6.77M3.67%-55413F-HRTimeline
Adams Asset Advisors, LLC220,019$6.75M0.76%-7,07113F-HRTimeline
Talisman Wealth Advisors LLC219,490$6.73M5.42%+3,97013F-HRTimeline
PINKERTON WEALTH, LLC245,122$6.72M0.61%-20,65813F-HRTimeline
Global Strategic Investment Solutions, …218,814$6.71M0.66%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…216,665$6.65M0.96%+9,90713F-HRTimeline
WMS Group LLC216,661$6.65M9.67%-74913F-HRTimeline
United Bank215,919$6.62M2.2%+5,82713F-HRTimeline
Composition Wealth, LLC215,108$6.6M0.09%-5,10913F-HRTimeline
Xcelsior Advisor Partners LLC214,321$6.58M2.52%+2,73813F-HRTimeline
Atria Investments, Inc213,225$6.54M0.07%-188,86813F-HRTimeline
True Freedom Investing, LLC212,242$6.51M0.5%-1,75813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS211,451$6.49M<0.01%-126,04913F-HRTimelineGroup
CapWealth Advisors, LLC210,712$6.46M0.48%-27,35013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…210,627$6.46M<0.01%+101,08713F-HRTimelineGroup
Alliance Wealth Management Group210,438$6.46M1.41%-4,11513F-HRTimeline
Towercrest Capital Management210,438$6.46M1.01%-4,11513F-HRTimeline
Certified Advisory Corp209,828$6.44M0.58%-3,31213F-HRTimeline
Strategic Wealth Partners, Ltd.209,529$6.43M0.45%-31,65613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co208,903$6.41M0.08%-4,58513F-HRTimelineGroup
Legacy Advisors, LLC207,532$6.37M0.75%+2,24813F-HRTimeline
PFG Investments, LLC207,130$6.35M0.3%+17,98713F-HRTimeline
FIRST MERCHANTS CORP206,661$6.34M0.24%-3,41913F-HRTimeline
Dorato Capital Management205,070$6.33M4.67%+3,10113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC205,182$6.29M0.01%-22,36213F-HRTimelineGroup
Eagle Strategies LLC203,881$6.26M0.75%+13,03713F-HRTimeline
ALKEME WEALTH, LLC203,615$6.25M2.55%+8,53013F-HRTimeline
MFA Wealth Services202,249$6.21M4.11%-25,77713F-HRTimeline
Enclave Advisors LLC202,188$6.2M0.88%+154,11913F-HRTimeline
WIN ADVISORS, INC201,790$6.19M2.83%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC201,403$6.18M1.71%+99,67913F-HRTimeline
Western Wealth Management, LLC201,072$6.17M0.24%+71,43713F-HR/ATimeline
Holos Integrated Wealth LLC201,499$6.16M3.12%-67013F-HRTimeline
Seek First Inc.200,630$6.16M4.34%+12,68313F-HRTimeline
Annex Advisory Services, LLC200,364$6.15M0.12%-112,02313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY199,796$6.13M3.95%+28,16713F-HRTimeline
Sendero Wealth Management, LLC197,903$6.07M0.67%-2,67513F-HRTimeline
WEALTHSPAN PARTNERS, LLC197,536$6.06M2.14%+18,50313F-HRTimeline
Prospera Financial Services Inc197,440$6.06M0.1%+50,44213F-HRTimeline
Smartleaf Asset Management LLC198,416$6.05M0.22%-55,52713F-HRTimeline
Merkkuri Wealth Advisors LLC196,967$6.04M4%-11113F-HRTimeline
Milestone Investment Advisors LLC195,375$5.99M1.45%-15,49613F-HRTimeline
Legacy Private Trust Co.194,865$5.98M0.37%-3,26413F-HRTimeline
WEDBUSH SECURITIES INC193,478$5.94M0.17%+6,91913F-HRTimeline
Hofer & Associates. Inc192,392$5.9M3.17%+3,76613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management191,624$5.88M0.2%+3,54813F-HRTimelineGroup
IHT Wealth Management, LLC191,555$5.88M0.14%-9,88613F-HRTimeline
HC Advisors, LLC189,456$5.81M3.89%+10,74113F-HRTimeline
Sunbelt Securities, Inc.188,580$5.79M0.37%-73,82513F-HRTimeline
Cadia Private Client LLC187,959$5.77M4.68%-5,23413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding183,065$5.76M-71,256Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC187,305$5.75M0.09%+90113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC185,501$5.74M0.32%-49,59913F-HR/ATimeline
PCA Investment Advisory Services Inc.187,017$5.74M1.91%-8,13113F-HRTimeline
WealthPLAN Partners, LLC186,988$5.74M1.11%-6,58513F-HRTimeline
Alpha Omega Wealth Management LLC186,693$5.73M0.93%-8,57113F-HRTimeline
Red Door Wealth Management, LLC186,476$5.72M0.6%-11,17813F-HRTimeline
Bensler, LLC185,281$5.68M0.59%-12,89113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD185,107$5.68M0.85%-25,64213F-HR/ATimeline
Global Financial Private Client, LLC184,898$5.67M1.86%-11413F-HRTimeline
Patriot Financial Group Insurance Agenc…184,460$5.66M0.32%+101,17113F-HRTimeline
CHANNEL WEALTH LLC184,412$5.66M1.37%-7,06913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC184,218$5.65M0.43%-99,04113F-HRTimeline
Cape Investment Advisory, Inc.184,113$5.65M1.88%+4,25913F-HRTimeline
Joseph P. Lucia & Associates, LLC183,908$5.64M2.02%+9,23513F-HRTimeline
Strategic Financial Concepts, LLC182,475$5.6M1.38%+115,90713F-HRTimeline
FourThought Financial Partners, LLC182,315$5.59M0.48%-116,04613F-HRTimeline
J. Mark Nickell & Co.182,054$5.59M5.04%+5,98513F-HR/ATimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO182,034$5.58M0.01%-91913F-HRTimelineGroup
D.B. Root & Company, LLC181,107$5.56M1.33%+67713F-HRTimeline
Perigon Wealth Management, LLC180,424$5.54M0.1%+10,65613F-HRTimeline
LS Investment Advisors, LLC180,249$5.53M0.83%+80,72313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC179,784$5.52M0.08%-26,75313F-HRTimelineGroup
Smithfield Trust Co179,883$5.51M0.24%-3,05813F-HRTimeline
FAGAN ASSOCIATES, INC.179,477$5.51M0.77%+2,03113F-HRTimeline
Compass Financial Group, INC/SD178,983$5.49M0.77%+37,57313F-HRTimeline
Chris Bulman Inc178,248$5.47M2.4%+18,62913F-HRTimeline
Gotham Asset Management, LLC177,395$5.44M0.02%+139,00613F-HRTimeline
JNBA Financial Advisors177,201$5.44M0.45%-68,95113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC175,452$5.38M0.12%-8,05813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC175,372$5.38M0.17%+5,00813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC175,262$5.38M2.34%+14,63313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC175,250$5.38M0.32%-11,16913F-HRTimeline
RMG Wealth Management LLC168,984$5.37M0.62%new13F-HRTimeline
Peachtree Investment Partners, LLC174,877$5.37M2.04%+166,10413F-HRTimeline
Onyx Bridge Wealth Group LLC174,755$5.36M0.58%-1,99413F-HRTimeline
CoreCap Advisors, LLC174,488$5.35M0.18%-37,90013F-HRTimeline
Compass Financial Group, Inc. (Ohio)174,188$5.34M3.91%-78,33113F-HRTimeline
Berkeley, Inc173,148$5.31M1.78%+24313F-HRTimeline
Signal Advisors Wealth, LLC173,105$5.31M0.36%+8,75813F-HRTimeline
IRON Financial LLC172,937$5.31M2.32%+28,63313F-HRTimeline
ROMAN BUTLER FULLERTON & CO171,176$5.28M1.45%+29,94613F-HRTimeline
CAMDEN NATIONAL BANK171,581$5.26M0.71%+16,66313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp171,551$5.26M0.02%-132,69913F-HR/ATimelineGroup
PERSONAL CFO SOLUTIONS, LLC170,652$5.24M0.74%-5,23613F-HRTimeline
FLC Capital Advisors170,299$5.22M0.95%+73713F-HRTimeline
Cresta Advisors, Ltd.169,753$5.21M2.13%+11,46313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.168,749$5.18M<0.01%+86,91813F-HRTimelineGroup
LYNCH & ASSOCIATES/IN168,142$5.16M0.97%+5,40213F-HRTimeline
WealthPlan Investment Management, LLC167,669$5.14M0.29%+26,02413F-HRTimeline
GM Advisory Group, LLC167,364$5.13M0.2%+26,05813F-HRTimeline
JT Stratford LLC167,190$5.13M0.65%-4,56213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…166,923$5.12M1.74%+6,80313F-HRTimeline
Andrews Advisory Associates, LLC166,209$5.1M2.68%-44,75213F-HRTimeline
Kovack Advisors, Inc.165,086$5.05M0.27%+18,99413F-HRTimeline
TrueWealth Advisors, LLC164,089$5.03M1.27%-7,80513F-HRTimeline
KCM INVESTMENT ADVISORS LLC163,731$5.02M0.17%-6,14813F-HRTimeline
Nikulski Financial, Inc.163,140$5.01M1.24%+11,55613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC162,629$4.99M0.03%+64,62813F-HRTimeline
Pallas Capital Advisors LLC161,324$4.95M0.19%-1,74113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC159,911$4.91M0.04%-17,92713F-HRTimeline
Decker Retirement Planning Inc.159,277$4.89M2.21%+9,68513F-HRTimeline
Good Harbor Advisors, Inc.158,906$4.88M5.32%+4,51013F-HRTimeline
CENTAURUS FINANCIAL, INC.158,806$4.87M0.23%+31,91713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding158,608$4.87M-18,569Timeline
MBE Wealth Management, LLC157,692$4.84M2.01%-5,12613F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV157,639$4.84M4.6%+28513F-HRTimeline
Emerald Advisors, LLC157,588$4.83M0.6%+8,03513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC156,949$4.82M0.5%-2,17313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC156,724$4.81M1.15%+39,08513F-HRTimeline
OLIO Financial Planning155,478$4.77M1.32%-3,96213F-HRTimeline
Paradigm Capital Management, LLC/NV155,191$4.76M4.36%-19913F-HRTimeline
Game Plan Financial Advisors, LLC154,460$4.74M2.13%-1,38513F-HRTimeline
Principia Wealth Advisory, LLC153,886$4.72M2.67%+109,48413F-HRTimeline
Gateway Wealth Partners, LLC153,572$4.71M0.18%+107,16913F-HRTimeline
Metropolitan Life Insurance Co/NY152,900$4.69M1.43%-8,50013F-HRTimeline
Vermillion Wealth Management, Inc.152,599$4.68M1.86%+12,58713F-HRTimeline
Ashton Thomas Private Wealth, LLC152,376$4.67M0.11%+133,17113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.151,829$4.66M1.71%+31,54513F-HRTimeline
Gradient Capital Advisors, LLC149,003$4.57M1.19%+5,34313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…148,934$4.57M0.14%+19,08213F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO148,013$4.54M0.02%+6,45313F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…147,282$4.52M1.35%+7,26113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK147,260$4.52M0.02%+19,10613F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC146,815$4.5M1%+45,83713F-HRTimeline
Hidden Cove Wealth Management, LLC146,728$4.5M2.89%-383,86313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC146,517$4.5M0.02%+16,92513F-HRTimelineGroup
Capital Investment Advisory Services, L…146,496$4.49M0.33%+7,99313F-HRTimeline
Keystone Financial Services, LLC146,094$4.48M3.01%-1,51713F-HRTimeline
Axis Wealth Partners, LLC145,979$4.48M2.38%+10713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI144,486$4.43M0.42%+5,30913F-HRTimeline
Breakwater Investment Management144,304$4.43M1.65%-2,21413F-HRTimeline
Marble Wealth, LLC143,559$4.4M0.77%-148,61413F-HRTimeline
Gladstone Institutional Advisory LLC143,498$4.4M0.16%+6,64413F-HRTimeline
Bauman Advisory Group, LLC143,445$4.4M3.08%+75,60313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC142,673$4.38M0.11%+4,84613F-HRTimelineGroup
Portus Wealth Advisors, LLC142,541$4.37M4.12%+16,87413F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…142,368$4.37M2.64%+7,90013F-HRTimeline
Soltis Investment Advisors LLC141,871$4.35M0.28%-1,26013F-HRTimeline
Auxano Advisors, LLC141,601$4.34M0.87%-5,34713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC141,131$4.33M0.31%-8,57313F-HRTimeline
Beckerman Institutional, LLC140,799$4.32M2.3%+12,83613F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP140,000$4.3M0.13%new13F-HRTimelineGroup
FOCUSED ALPHA, LLC139,839$4.29M1.33%+7,23313F-HRTimeline
AMG National Trust Bank139,588$4.28M0.09%+68513F-HRTimeline
Genesee Capital Advisors, LLC138,750$4.26M1.78%+2,04713F-HRTimeline
Hudock, Inc.137,382$4.21M0.62%-150,83713F-HRTimeline
RFG Advisory, LLC137,336$4.21M0.08%-526,29613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\136,759$4.2M0.01%-27,11613F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC136,572$4.19M1.5%+5,04613F-HRTimeline
Orographic Financial Advisors, LLC136,232$4.18M2.96%13F-HRTimeline