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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers
2,126
13F filers
2,150
New
162
Added
1,079
Reduced
640
Sold out
78
Shares held by filers
834,800,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Aspen Investment Management Inc138,852$4.4M1.18%+45,75813F-HRTimeline
North Forty Two & Co.138,306$4.39M3.72%+8,74813F-HRTimeline
10Elms LLP137,593$4.36M1.85%+31,66113F-HRTimeline
Empirical Financial Services, LLC d.b.a…137,432$4.36M0.06%+24,16713F-HRTimeline
Vista Cima Wealth Management LLC137,423$4.36M3.25%+17,33013F-HRTimeline
Caprock Group, LLC137,327$4.35M0.08%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC137,173$4.35M1.3%+60113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp137,102$4.35M0.01%-34,44913F-HRTimelineGroup
Breakwater Investment Management137,098$4.35M1.48%-7,20613F-HRTimeline
RVW Wealth, LLC136,106$4.32M0.28%+11,75813F-HRTimeline
Meridian Wealth Management, LLC136,105$4.32M0.13%+3,85013F-HRTimeline
Fortis Capital Management LLC135,858$4.31M0.48%+7,38913F-HRTimeline
Zullo Investment Group, Inc.135,169$4.29M1.46%+15,51513F-HRTimeline
Capital Investment Advisors, LLC134,735$4.27M0.06%+5,09613F-HRTimeline
Sachetta, LLC134,733$4.27M2.08%+10,04713F-HRTimeline
TPG Advisors LLC134,702$4.27M2.34%+68713F-HRTimeline
Strategic Investment Solutions, Inc. /IL132,920$4.26M0.97%+25,68413F-HRTimeline
Hudock, Inc.133,884$4.25M0.54%-3,49813F-HRTimeline
Northstar Group, Inc.133,778$4.24M0.55%+57513F-HRTimeline
Cordgrass Capital Advisors, LLC133,699$4.24M1.58%-215,51013F-HRTimeline
Vestmark Advisory Solutions, Inc.133,059$4.22M0.04%+3,84513F-HRTimeline
Mattern Wealth Management LLC133,048$4.22M0.69%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\132,629$4.21M<0.01%-4,13013F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC132,403$4.2M2.01%-6913F-HRTimeline
CPWA, LLC130,555$4.14M4.81%+2,02813F-HRTimeline
Soltis Investment Advisors LLC130,431$4.14M0.24%-11,44013F-HRTimeline
Caliber Wealth Management, LLC / KS130,428$4.14M0.4%-3,33913F-HRTimeline
Geneos Wealth Management Inc.129,987$4.12M0.08%+22,64913F-HRTimeline
Warwick Investment Management, Inc.129,922$4.12M0.46%-6,08813F-HRTimeline
BXM Wealth LLC129,752$4.11M2.24%+613F-HRTimeline
United Advisor Group, LLC129,516$4.11M0.44%+8,64813F-HRTimeline
BEAM WEALTH ADVISORS, INC.128,813$4.08M0.9%+15,93913F-HR/ATimeline
NewEdge Wealth, LLC128,499$4.07M0.04%-6,46613F-HRTimeline
HEADINVEST, LLC128,178$4.06M0.76%+21,90213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC128,176$4.06M0.05%+6,39713F-HRTimeline
Garden State Investment Advisory Servic…128,015$4.06M0.8%+2,40613F-HRTimeline
SFM, LLC127,787$4.05M2.08%-14,58113F-HRTimeline
Cambridge Advisors Inc.127,686$4.05M0.7%-2,53013F-HRTimeline
Maridea Wealth Management LLC127,410$4.04M0.44%+6,79013F-HRTimeline
Mengis Capital Management, Inc.126,627$4.02M0.61%+92413F-HRTimeline
Decker Wealth Management LLC126,229$4M0.85%+60013F-HRTimeline
Transcendent Capital Group LLC125,979$3.99M1.55%-44613F-HRTimeline
Financial Designs Corp125,694$3.99M2.14%+5,17513F-HRTimeline
AlphaCore Capital LLC125,289$3.97M0.07%+2,06713F-HRTimeline
WBH ADVISORY INC125,203$3.97M0.27%+4,44513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC124,501$3.95M0.2%+5,95813F-HRTimeline
Sovran Advisors, LLC116,485$3.94M0.29%-2,75513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC123,884$3.93M0.88%-217,12213F-HRTimeline
Hilton Head Capital Partners, LLC123,822$3.93M1.98%+91113F-HRTimeline
WPG Advisers, LLC123,602$3.92M2.3%-5,49013F-HRTimeline
Strategic Financial Concepts, LLC122,864$3.9M1.16%-59,61113F-HRTimeline
Baker Avenue Asset Management, LP122,361$3.88M0.07%+106,35913F-HRTimeline
Nadler Financial Group, Inc.122,227$3.88M0.33%-3,41613F-HRTimeline
SeaCrest Wealth Management, LLC120,926$3.83M0.42%-5,48413F-HRTimeline
Olistico Wealth, LLC120,445$3.82M1.63%+7,61913F-HRTimeline
Clearstead Trust, LLC120,227$3.81M0.5%+5,79313F-HRTimeline
WARNER FINANCIAL, INC120,114$3.81M1.12%+66013F-HRTimeline
COWA, LLC119,874$3.8M0.95%-81313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC119,865$3.8M<0.01%+11,62013F-HRTimelineGroup
First National Trust Co119,642$3.79M0.13%+3,93613F-HRTimeline
Tenzing Financial LLC116,735$3.76M2.58%-1,57413F-HRTimeline
LifeSteps Financial, Inc.118,076$3.74M1.75%-2,92813F-HRTimeline
Principia Wealth Advisory, LLC117,965$3.74M1.87%-35,92113F-HRTimeline
CWS Financial Advisors, LLC116,910$3.71M0.82%+11,75713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV116,658$3.7M0.61%-47113F-HRTimeline
John W. Brooker & Co., CPAs115,898$3.68M4.44%+15,56013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/115,805$3.67M<0.01%+2,02813F-HRTimelineGroup
Chesapeake Wealth Management114,578$3.63M1.02%+4,74113F-HRTimeline
Peregrine Asset Advisers, Inc.114,431$3.63M0.79%+17,33413F-HRTimeline
CAP Partners, LLC113,625$3.6M1.76%+1813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding113,483$3.6M+14,489Timeline
KFG WEALTH MANAGEMENT, LLC113,374$3.6M0.41%+13,68913F-HRTimeline
Samalin Investment Counsel, LLC112,607$3.57M1.14%+47,80213F-HRTimeline
MOKAN Wealth Management Inc.112,118$3.56M1.36%+1,64913F-HRTimeline
ProVise Management Group, LLC112,042$3.55M0.24%+5,93213F-HRTimeline
MOR Wealth Management, LLC111,579$3.54M1.41%-21,27913F-HRTimeline
CEERA INVESTMENTS, LLC111,537$3.54M1.5%+79,96013F-HRTimeline
HighPoint Advisor Group LLC111,361$3.53M0.12%+16,42513F-HRTimeline
Patriot Financial Group Insurance Agenc…110,093$3.49M0.36%-74,36713F-HRTimeline
McGrath & Associates, Inc.109,404$3.47M4.52%-27313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC109,149$3.46M0.71%+11,32613F-HRTimeline
Crewe Advisors LLC108,015$3.43M0.25%+4,52813F-HRTimeline
Bravera Wealth107,824$3.42M1.31%-1,32513F-HRTimeline
Vise Technologies, Inc.107,752$3.42M0.04%+5,29813F-HRTimeline
Ellenbecker Investment Group106,722$3.38M0.39%-2,07213F-HRTimeline
CORDA Investment Management, LLC.106,645$3.38M0.21%+4,68713F-HRTimeline
Juno Financial Group LLC105,877$3.36M1.19%-228,16713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC105,607$3.35M<0.01%+1,01713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC105,298$3.34M0.03%+10,18413F-HRTimeline
Sound Income Strategies, LLC105,268$3.34M0.15%+13,46613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT105,228$3.34M0.05%+31,50013F-HRTimeline
BFSG, LLC104,811$3.32M0.3%+1,33813F-HRTimeline
STAR Financial Bank104,634$3.32M1.35%+1,52813F-HRTimeline
Independent Solutions Wealth Management…104,567$3.32M0.43%-40713F-HRTimeline
Hurley Capital, LLC104,539$3.31M1.72%+3,15613F-HRTimeline
Sage Investment Advisers LLC104,385$3.31M2.23%-1,23513F-HRTimeline
Choate Investment Advisors103,014$3.27M0.06%013F-HRTimeline
Centennial Advisors, LLC102,760$3.26M3.89%+22,71813F-HRTimeline
Equity Wealth Partners, LLC102,693$3.26M1.17%-6,33713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC102,656$3.26M0.62%+7,58013F-HRTimeline
Freestate Advisors LLC102,366$3.25M2.42%+11113F-HRTimeline
Financial Solutions Advisory Group, Inc.100,525$3.24M0.41%-4,76413F-HRTimeline
Roehl & Yi Investment Advisors, LLC135,177$3.24M1.07%+2,90613F-HRTimeline
MainStreet Investment Advisors LLC101,816$3.23M0.44%+5,54113F-HRTimeline
Glassy Mountain Advisors, Inc.101,700$3.22M0.88%-2,38113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC101,476$3.22M1.05%-2,89013F-HRTimeline
MTM FINANCIAL GROUP, LLC101,444$3.22M1.38%-3,89013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…101,369$3.21M0.06%+27,99613F-HRTimelineGroup
Fiscal Wisdom Wealth Management, LLC101,215$3.21M2.72%+1,63913F-HRTimeline
SageGuard Financial Group, LLC101,162$3.21M0.45%-11,16313F-HRTimeline
Woodside Wealth Management LLC100,733$3.19M2.23%+1,23713F-HRTimeline
Aspen Grove Capital, LLC100,375$3.18M0.46%+2,27113F-HRTimeline
RIA Advisory Group LLC99,582$3.16M0.7%+11,72713F-HRTimeline
Selby Wealth Management, LLC99,145$3.14M1.11%+3313F-HRTimeline
Carrera Capital Advisors98,833$3.13M0.46%+71,70913F-HRTimeline
WealthCare Investment Partners, LLC97,937$3.11M0.75%-5,55713F-HRTimeline
HUB Investment Partners, LLC97,882$3.1M0.06%+28,06113F-HRTimeline
Krilogy Financial LLC97,857$3.1M0.09%+2,15013F-HRTimeline
MassMutual Private Wealth & Trust, FSB97,360$3.09M0.08%+1,08513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC96,959$3.07M2.01%-30813F-HRTimeline
TIAAgroup of 4 filers holding96,544$3.06M+37,060Timeline
Financial Perspectives, Inc96,608$3.06M0.75%+16,45513F-HRTimeline
Investment Advisory Group, LLC96,577$3.06M0.66%-1,58613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC96,275$3.05M0.29%+20,95613F-HRTimeline
Orion Capital Management LLC96,008$3.04M0.95%-16,49913F-HRTimeline
Leo H. Evart, Inc.95,936$3.04M2.4%+99713F-HRTimeline
Independent Advisor Alliance95,650$3.03M0.07%-919,95513F-HRTimeline
Scott & Selber, Inc.95,611$3.03M0.64%-1,01213F-HRTimeline
Revolve Wealth Partners, LLC94,514$3M0.31%-3213F-HRTimeline
Magnus Financial Group LLC94,161$2.99M0.21%+9,46613F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding94,131$2.98M+4,603Timeline
Compass Financial Group, Inc. (Ohio)94,055$2.98M1.99%-80,13313F-HRTimeline
MITCHELL SINKLER & STARR/PA93,929$2.98M1.24%-2,95013F-HRTimeline
Madden Advisory Services, Inc.93,747$2.97M1.07%-3413F-HRTimeline
Piedmont Capital Management, LLC/NC92,985$2.95M1.8%+5,00513F-HRTimeline
Caldwell Trust Co92,706$2.94M0.24%+4,16413F-HRTimeline
RFG Advisory, LLC92,444$2.93M0.05%-44,89213F-HRTimeline
Welch & Forbes LLC92,277$2.93M0.04%013F-HRTimeline
WCG Wealth Advisors LLC92,161$2.92M0.07%-9,85413F-HRTimeline
MYECFO, LLC92,155$2.92M1.1%-3,13713F-HRTimeline
Atlas Wealth Partners, LLC92,103$2.92M3.19%-1,67413F-HRTimeline
J HAGAN CAPITAL, INC.91,869$2.91M1.35%+8,81913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC91,674$2.91M1.81%+7,47713F-HRTimeline
Providence Capital Advisors, LLC91,402$2.9M0.44%+3,48113F-HRTimeline
Everhart Financial Group, Inc.91,241$2.89M0.19%-27513F-HRTimeline
XY Planning Network, Inc.91,174$2.89M0.36%+5,90713F-HRTimeline
Cambridge Financial Group, LLC90,249$2.86M0.9%-20,23213F-HRTimeline
Journey Beyond Wealth, LLC89,866$2.85M2.23%-1,84313F-HRTimeline
Verdence Capital Advisors LLC89,804$2.85M0.15%+14,55713F-HRTimeline
Gateway Wealth Partners, LLC89,420$2.84M0.17%-64,15213F-HRTimeline
Texas Capital Bank Wealth Management Se…88,792$2.82M0.15%-1,20013F-HRTimeline
Fermata Advisors, LLC88,768$2.81M0.57%+9,68613F-HRTimeline
Jacobi Capital Management LLC88,723$2.81M0.14%-1,64313F-HRTimeline
Core Wealth Advisors, Inc.88,710$2.81M0.57%+2,04613F-HRTimeline
Capital Squared Financial LLC88,549$2.81M1.84%+9,22513F-HRTimeline
White Knight Strategic Wealth Advisors,…88,500$2.81M1.97%+1,79513F-HRTimeline
Aprio Wealth Management, LLC88,208$2.8M0.14%+12,73413F-HRTimeline
CoreCap Advisors, LLC87,675$2.78M0.08%-86,81313F-HRTimeline
SpringVest Wealth Management LLC86,795$2.75M1.73%+3,99213F-HRTimeline
Cypress Wealth Services, LLC86,541$2.74M0.34%-65113F-HRTimeline
BKM Wealth Management, LLC86,377$2.74M0.97%-1,29013F-HRTimeline
Millennium Capital Advisors, LLC86,118$2.73M1.49%-613F-HRTimeline
Pasadena Private Wealth, LLC85,824$2.72M0.35%+3,82213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC85,688$2.72M0.02%-1,05313F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC85,520$2.71M1.49%+8,15313F-HRTimeline
Physician Wealth Advisors, Inc.85,399$2.71M0.32%+2813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.84,911$2.69M0.11%-34,08113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP84,864$2.69M0.12%+3,37313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC84,755$2.69M0.34%-1,24213F-HRTimeline
Latitude Advisors, LLC84,574$2.68M1.07%+3,93213F-HRTimeline
WEALTHGARDEN F.S. LLC84,298$2.67M1.52%+2,05813F-HRTimeline
Boyer Financial Services, Inc.82,356$2.67M2.25%+1,07613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…83,955$2.66M0.66%+15713F-HRTimeline
PKS Advisory Services, LLC83,952$2.66M0.42%+30,79713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC83,265$2.64M1.46%-26613F-HRTimeline
Stonebridge Financial Planning Group, L…83,222$2.64M0.84%-5,76113F-HRTimeline
Forefront Wealth Partners, LLC83,215$2.64M0.82%+24,92213F-HRTimeline
FMA Wealth Management, LLC83,160$2.64M1.69%-7,99213F-HRTimeline
JMG Financial Group, Ltd.82,640$2.62M0.06%+6,47113F-HRTimeline
First National Bank of Mount Dora, Trus…82,452$2.61M0.52%013F-HRTimeline
WESBANCO BANK INC82,367$2.61M0.06%-613F-HRTimeline
Second Half Financial Partners, LLC82,292$2.61M1.07%+1,62313F-HRTimeline
Canal Capital Management, LLC82,280$2.61M0.32%+36,83413F-HRTimeline
BRIGHTON JONES LLC82,170$2.61M0.05%-10,29113F-HRTimeline
Root Financial Partners, LLC82,129$2.6M0.1%+20513F-HRTimeline
Cornerstone Planning Group LLC79,107$2.6M0.33%-3,25913F-HRTimeline
Bryn Mawr Trust Advisors, LLC82,038$2.6M0.11%-1,02013F-HRTimeline
Bell Bank81,811$2.59M0.1%+13,91113F-HRTimeline
Fairscale Capital, LLC81,679$2.59M1.55%+3,66413F-HRTimeline
Balentine LLC81,459$2.58M0.09%013F-HRTimeline
Financial Engines Advisors L.L.C.81,458$2.58M<0.01%-23413F-HRTimeline
Miramar Capital, LLC81,245$2.58M0.57%+2,41013F-HRTimeline
Directional Asset Management81,211$2.58M2.46%+49913F-HRTimeline
Argent Trust Co81,183$2.57M0.07%+83813F-HRTimeline
Snowden Capital Advisors LLC80,840$2.56M0.06%+24,10113F-HRTimeline
Legacy Wealth Advisors, LLC80,500$2.55M1.1%013F-HRTimeline
BLB&B Advisors, LLC80,208$2.54M0.09%-12,10113F-HRTimeline
BlueStem Wealth Partners, LLC78,971$2.5M0.25%-4,44113F-HRTimeline
Valeo Financial Advisors, LLC78,826$2.5M0.05%+11,59313F-HRTimeline
RDA Financial Network78,663$2.49M0.54%+58513F-HRTimeline