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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPF Advisors LLC130,146$3.56M2.97%+88,55813F-HRTimeline
Orion Capital Management LLC129,863$3.55M1.56%+87,81313F-HRTimeline
MEMBERS WEALTH LLC128,225$3.55M2.65%13F-HRTimeline
Ellenbecker Investment Group128,804$3.52M0.63%+89,22213F-HRTimeline
Everhart Financial Group, Inc.128,601$3.51M0.72%+81,29413F-HRTimeline
Trust Co128,377$3.51M0.4%+87,15313F-HRTimeline
Smartleaf Asset Management LLC128,727$3.51M0.36%+87,27513F-HRTimeline
Worth Financial Advisory Group, LLC126,383$3.45M2.12%+84,09213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…126,153$3.45M0.19%+66,25613F-HRTimelineGroup
McGrath & Associates, Inc.125,336$3.42M6.91%13F-HRTimeline
BFSG, LLC125,159$3.42M0.4%+88,10113F-HRTimeline
Capasso Planning Partners LLC125,098$3.42M1.37%+33,97713F-HRTimeline
Sachetta, LLC124,709$3.41M1.34%+84,84113F-HRTimeline
Sovran Advisors, LLC123,712$3.4M0.49%13F-HRTimeline
Vermillion Wealth Management, Inc.123,549$3.38M1.73%13F-HRTimeline
Soltis Investment Advisors LLC123,543$3.38M0.31%+81,71713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI123,036$3.36M0.36%+83,04313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK122,812$3.36M0.02%+80,72613F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO122,334$3.34M0.2%+81,55613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC121,944$3.33M0.03%+81,37913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…121,586$3.32M<0.01%+82,71613F-HRTimelineGroup
WARNER FINANCIAL, INC121,551$3.32M1.43%+95,30913F-HRTimeline
COWA, LLC121,473$3.32M1.53%+81,55613F-HRTimeline
Capital Investment Counsel, LLC121,356$3.32M0.55%+85,22113F-HRTimeline
Retireful, LLC120,885$3.3M1.86%new13F-HRTimeline
Nikulski Financial, Inc.120,560$3.29M0.97%+80,20813F-HRTimeline
CENTAURUS FINANCIAL, INC.120,308$3.29M0.2%+79,12213F-HRTimeline
CORDA Investment Management, LLC.120,080$3.28M0.26%new13F-HRTimeline
SeaCrest Wealth Management, LLC119,959$3.28M0.34%+80,27313F-HRTimeline
TPG Advisors LLC118,810$3.25M2.54%+80,69313F-HRTimeline
Capital Investment Advisory Services, L…117,791$3.22M0.31%+77,13713F-HRTimeline
Capital Square, LLC114,295$3.21M1.82%+78,18313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC116,428$3.18M1.42%+83,49013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…116,268$3.18M0.61%+78,04513F-HRTimelineGroup
Smith Anglin Financial, LLC115,861$3.17M0.3%+76,67213F-HRTimeline
Financial Designs Corp115,249$3.15M2.07%+75,20713F-HRTimeline
Cypress Wealth Services, LLC115,184$3.15M0.63%+78,65513F-HRTimeline
Anchor Investment Management, LLC115,007$3.14M0.29%+76,49013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…114,521$3.13M0.95%+76,34813F-HRTimeline
Emerald Advisors, LLC113,938$3.11M0.43%+2,62713F-HRTimeline
HEADINVEST, LLC113,626$3.1M0.59%+76,26413F-HRTimeline
Madden Advisory Services, Inc.112,347$3.07M1.42%+75,03613F-HRTimeline
Eagle Ridge Investment Management112,330$3.07M0.27%+74,88613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Financial Group, LLC112,226$3.07M1.31%+72,88913F-HRTimeline
Triton Wealth Management, PLLC104,342$3.04M1.56%+68,97213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC110,976$3.03M0.12%+73,41113F-HRTimelineGroup
Glassy Mountain Advisors, Inc.110,704$3.02M1.04%+76,92713F-HRTimeline
WCG Wealth Advisors LLC110,598$3.02M0.2%+70,02313F-HRTimeline
Capital Investment Advisors, LLC110,282$3.01M0.06%+71,67713F-HRTimeline
Eldridge Investment Advisors, Inc.110,055$3.01M0.7%+73,96013F-HRTimeline
Jacobi Capital Management LLC109,690$3M0.22%+73,27513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC109,649$3M1.47%+71,50913F-HRTimeline
WORLD EQUITY GROUP, INC.109,236$2.98M0.64%+94,92713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.108,790$2.97M0.16%+95,18413F-HR/ATimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV108,572$2.97M0.7%+76,75513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC108,333$2.96M<0.01%+72,22213F-HRTimelineGroup
CAP Partners, LLC107,760$2.94M2.08%+72,35213F-HRTimeline
Oxinas Partners, LLC107,734$2.94M1.73%+76,85313F-HRTimeline
GREAT LAKES ADVISORS, LLC107,664$2.94M0.03%+74,45713F-HRTimeline
Bluespring Wealth Management, LLC107,261$2.93M0.3%+71,85313F-HRTimeline
Sandy Spring Bank106,867$2.92M0.12%+72,72413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC106,573$2.91M0.11%+73,31013F-HRTimeline
Chesapeake Wealth Management106,446$2.91M1%+71,32413F-HRTimeline
BRIGHTON JONES LLC105,089$2.87M0.08%+84,26213F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/104,522$2.86M<0.01%+70,64413F-HRTimelineGroup
Transce3nd, LLC104,183$2.85M0.96%13F-HRTimeline
Fortis Capital Management LLC104,055$2.84M0.53%+71,67513F-HRTimeline
Prospera Financial Services Inc103,222$2.82M0.07%+71,95413F-HRTimeline
Choate Investment Advisors103,014$2.81M0.07%+68,67613F-HRTimeline
Coordinated Financial Services, Inc.102,452$2.8M2.18%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC102,420$2.8M<0.01%+71,91213F-HRTimelineGroup
Physician Wealth Advisors, Inc.101,816$2.78M0.47%+3913F-HRTimeline
Princeton Global Asset Management LLC101,386$2.77M0.52%+66,93013F-HRTimeline
10Elms LLP101,092$2.76M2.85%13F-HRTimeline
Aspen Grove Capital, LLC100,953$2.76M0.58%+68,00613F-HRTimeline
GPM Growth Investors, Inc.100,761$2.75M1.16%+67,44113F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…100,747$2.75M1.94%+66,94413F-HRTimeline
Aegis Wealth Management LLC100,144$2.74M1.85%13F-HRTimeline
Beckerman Institutional, LLC100,068$2.73M2.19%+68,55113F-HRTimeline
SpringVest Wealth Management LLC99,925$2.73M2.34%13F-HRTimeline
Cynosure Group, LLC99,603$2.72M0.41%+66,40213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO99,273$2.71M0.02%+64,24113F-HRTimelineGroup
Secure Asset Management, LLC99,165$2.71M0.41%+73,99313F-HRTimeline
Krilogy Financial LLC99,050$2.71M0.18%+70,92613F-HRTimeline
MidAtlantic Capital Management, Inc.98,424$2.69M1.97%+65,42813F-HRTimeline
Bryn Mawr Trust Advisors, LLC98,088$2.68M0.14%+45,17713F-HR/ATimeline
Scott & Selber, Inc.98,005$2.68M0.81%+64,53413F-HRTimeline
Stokes Family Office, LLC97,438$2.66M0.28%+93,68713F-HRTimeline
Betterment LLC97,342$2.66M0.01%+66,40013F-HRTimeline
Weaver Consulting Group97,310$2.66M0.82%+65,60613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC96,871$2.65M0.02%+63,41013F-HRTimelineGroup
First Heartland Consultants, Inc.96,809$2.64M0.27%+67,40913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…96,606$2.64M1.24%+64,73913F-HRTimeline
BLB&B Advisors, LLC96,589$2.64M0.13%+62,33313F-HRTimeline
Independent Solutions Wealth Management…96,058$2.62M0.57%+62,43913F-HRTimeline
Register Financial Advisors LLC95,891$2.62M1.32%+64,08613F-HRTimeline
Consolidated Portfolio Review Corp95,817$2.62M0.41%+64,86913F-HRTimeline
WOLVERINE TRADING, LLC95,739$2.61M0.06%+92,70713F-HRTimeline
Allen Capital Group, LLC94,869$2.59M0.32%+63,75213F-HRTimeline
Enclave Advisors LLC94,769$2.59M0.43%+62,16813F-HRTimeline
CHB Investment Group, LLC94,728$2.59M1.41%+62,10413F-HRTimeline
Mengis Capital Management, Inc.94,678$2.59M0.53%+63,59813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC94,503$2.58M0.05%+63,00213F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC94,214$2.57M0.71%+62,94113F-HRTimeline
FMA Wealth Management, LLC94,024$2.57M1.91%+62,90813F-HRTimeline
IMC-Chicago, LLC93,901$2.57M0.07%new13F-HRTimeline
BEAM WEALTH ADVISORS, INC.93,830$2.56M0.81%+63,05713F-HRTimeline
Welch & Forbes LLC93,510$2.55M0.03%+62,34013F-HRTimeline
Stonebridge Financial Planning Group, L…93,065$2.54M1.14%+67,78913F-HRTimeline
Laird Norton Wetherby Wealth Management…93,008$2.54M0.12%+60,49613F-HRTimeline
Zullo Investment Group, Inc.92,010$2.51M1.01%+58,77613F-HRTimeline
BCGM Wealth Management, LLC91,999$2.51M0.8%+61,06613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC91,625$2.5M1.06%+62,30713F-HRTimeline
VIAWEALTH, LLC91,505$2.5M1.51%+64,04813F-HRTimeline
Larson Financial Group LLC91,447$2.5M0.13%+65,40013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC91,259$2.49M0.08%+60,76313F-HRTimelineGroup
Clearstead Trust, LLC91,223$2.49M0.54%+68,15713F-HRTimeline
Forefront Wealth Partners, LLC91,221$2.49M1.86%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC90,582$2.47M0.16%+61,56613F-HRTimeline
RIA Advisory Group LLC90,300$2.47M0.84%+58,08413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC90,000$2.46M<0.01%+39,50013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH89,993$2.46M0.68%+63,07913F-HRTimeline
Wedmont Private Capital90,965$2.46M0.13%+67,55613F-HRTimeline
Investment Advisory Group, LLC89,864$2.46M0.82%+65,18013F-HRTimeline
Millennium Capital Advisors, LLC89,790$2.45M1.67%+60,21413F-HRTimeline
Caldwell Trust Co89,531$2.45M0.26%+58,22613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA86,750$2.44M0.12%+57,02213F-HRTimeline
Crewe Advisors LLC88,441$2.42M0.33%+58,09813F-HRTimeline
SYNOVUS FINANCIAL CORP88,386$2.41M0.03%+45,86913F-HRTimeline
Aprio Wealth Management, LLC88,383$2.41M0.35%+59,22313F-HRTimeline
Fermata Advisors, LLC87,858$2.4M0.45%+62,20613F-HRTimeline
Great Waters Wealth Management87,742$2.4M0.31%+58,22213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC87,496$2.39M0.46%+58,31813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers87,471$2.39M<0.01%+64,83313F-HRTimelineGroup
Medallion Wealth Advisors, LLC86,964$2.38M1.18%13F-HRTimeline
Bangor Savings Bank86,964$2.38M0.22%+56,38013F-HRTimeline
Attessa Capital LLC86,467$2.36M1.61%13F-HRTimeline
Atlas Wealth Partners, LLC85,709$2.34M2.96%+59,15713F-HRTimeline
WEALTHSPAN PARTNERS, LLC85,308$2.33M1.11%+69,28413F-HRTimeline
Sowell Financial Services LLC85,260$2.33M0.12%+13,01713F-HRTimeline
ACAS, LLC83,117$2.32M1.72%+55,19913F-HRTimeline
PEOPLES BANK /OH85,022$2.32M1.37%+56,24913F-HRTimeline
CPC Advisors, LLC84,400$2.31M0.31%+55,73213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP83,953$2.29M0.03%+57,97913F-HRTimeline
Safeguard Investment Advisory Group, LLC83,930$2.29M0.63%+80,85313F-HRTimeline
BKM Wealth Management, LLC83,736$2.29M0.94%+62,63913F-HRTimeline
Arkadios Wealth Advisors83,114$2.27M0.12%+56,57113F-HRTimeline
Opes Wealth Management LLC82,997$2.27M0.46%+62,19113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC82,475$2.25M1.86%+55,51513F-HRTimeline
First National Bank of Mount Dora, Trus…82,452$2.25M0.53%+54,96813F-HRTimeline
NewEdge Wealth, LLC81,501$2.23M0.04%+52,24113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC81,491$2.23M0.02%+58,68813F-HRTimeline
Guild Investment Management, Inc.80,830$2.21M2.4%new13F-HRTimeline
WEALTHGARDEN F.S. LLC80,772$2.21M2.06%+54,47513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC80,758$2.21M0.25%+52,46413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC80,573$2.2M0.85%+56,31213F-HRTimeline
CWS Financial Advisors, LLC80,121$2.19M0.71%+57,22413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV79,793$2.18M0.8%+53,24713F-HRTimeline
PETRA FINANCIAL ADVISORS INC79,757$2.18M1.48%+54,69213F-HRTimeline
MYECFO, LLC79,678$2.18M1.17%+53,48513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding79,421$2.17M+53,504Timeline
Riggs Capital Management LLC79,076$2.16M2.12%13F-HRTimeline
PRIVATE TRUST CO NA78,663$2.15M0.22%+52,42513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV78,581$2.15M0.17%+54,34713F-HRTimeline
OPTIMA CAPITAL LLC77,768$2.12M1.47%13F-HRTimeline
waypoint wealth counsel77,041$2.1M1.37%+52,19713F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC76,741$2.1M0.23%+49,68813F-HRTimeline
Revolve Wealth Partners, LLC76,685$2.1M0.31%+51,69613F-HR/ATimeline
Legacy Advisors, LLC76,587$2.09M0.2%+51,13113F-HRTimeline
SIMPLEX TRADING, LLC76,471$2.09M0.06%+62,45413F-HRTimeline
Trivium Point Advisory, LLC76,250$2.08M0.26%-4,11213F-HRTimeline
Heck Capital Advisors, LLC76,178$2.08M0.24%+50,82213F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC75,265$2.06M0.07%+50,09513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Whitener Capital Management, Inc.74,778$2.04M0.57%+49,46013F-HRTimeline
Zhang Financial LLC74,728$2.04M0.12%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA74,725$2.04M0.54%+50,15013F-HRTimeline
WT Wealth Management74,239$2.03M0.64%-47013F-HRTimeline
Fjell Capital, LLC74,027$2.02M2.09%13F-HRTimeline
Liberty Capital Management, Inc.73,886$2.02M0.45%+49,12513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/73,625$2.01M<0.01%+42,23813F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.73,609$2.01M1.05%13F-HRTimeline
Geneos Wealth Management Inc.73,411$2.01M0.07%+49,72313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding73,374$2M+12,862Timeline
Agate Pass Investment Management, LLC73,255$2M0.9%+48,52813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC73,125$2M0.05%13F-HRTimeline
Chris Bulman Inc72,292$1.98M1.26%+62,97613F-HRTimeline
IRON Financial LLC71,920$1.96M1.1%+48,75613F-HRTimeline
Aspen Wealth Strategies, LLC71,397$1.95M1.25%+50,29213F-HRTimeline
IEQ CAPITAL, LLC71,372$1.95M0.02%+57,97513F-HRTimeline
GHP Investment Advisors, Inc.71,341$1.95M0.09%+48,53013F-HRTimeline
Valeo Financial Advisors, LLC70,945$1.94M0.05%+58,85913F-HRTimeline
Barnes Wealth Management Group, Inc70,792$1.93M1.3%13F-HRTimeline
Miramar Capital, LLC70,386$1.92M0.46%+61,19913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC70,266$1.92M1.76%13F-HRTimeline
Indie Asset Partners, LLC70,101$1.92M1.5%+46,93913F-HRTimeline
DAVIDSON TRUST CO70,028$1.91M0.98%+47,58913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding69,529$1.9M+61,556Timeline
Empirical Financial Services, LLC d.b.a…69,458$1.9M0.05%+47,58413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC68,558$1.87M0.14%-28,19613F-HRTimeline
Janney Capital Management LLC68,194$1.86M0.12%+44,39613F-HRTimeline