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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gradient Capital Advisors, LLC135,954$3.8M1.24%+5,80713F-HRTimeline
Compass Financial Group, INC/SD135,635$3.79M0.72%+3,52813F-HRTimeline
LANARK FINANCIAL, INC.135,627$3.79M0.32%+135,50713F-HRTimeline
EASTERN BANK135,512$3.79M0.07%-12,92113F-HRTimeline
NWF Advisory Services Inc.135,220$3.78M0.53%new13F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.134,612$3.76M2.59%-50613F-HRTimeline
ROMAN BUTLER FULLERTON & CO147,536$3.75M1.46%+18,59113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp133,839$3.74M0.01%-57613F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…133,308$3.73M0.71%-4,82013F-HRTimeline
Nabity-Jensen Investment Management Inc132,511$3.71M2.94%-12,99813F-HRTimeline
Transform Wealth, LLC131,436$3.67M0.22%-61,42913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC131,452$3.67M1.45%+15,02413F-HRTimeline
Savoie Capital LLC133,800$3.66M0.44%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC130,687$3.65M0.04%+8,74313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …130,638$3.65M2.53%-40413F-HRTimeline
Soltis Investment Advisors LLC130,351$3.64M0.33%+6,80813F-HRTimeline
Ellenbecker Investment Group130,263$3.64M0.65%+1,45913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding129,583$3.62M+60,054Timeline
Oxinas Partners, LLC129,323$3.62M2.14%+21,58913F-HRTimeline
White Lighthouse Investment Management …128,715$3.6M0.64%-1,55213F-HRTimeline
Legacy Advisors, LLC127,927$3.58M0.37%+51,34013F-HRTimeline
SIMON QUICK ADVISORS, LLC127,822$3.57M0.2%-2,49813F-HRTimeline
Smith Anglin Financial, LLC127,663$3.57M0.38%+11,80213F-HRTimeline
Sachetta, LLC127,640$3.57M1.46%+2,93113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI127,606$3.57M0.4%+4,57013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC127,334$3.56M3.05%-24,86313F-HRTimelineGroup
Capital Square, LLC127,115$3.55M2.09%+12,82013F-HRTimeline
Emerald Advisors, LLC126,632$3.54M0.47%+12,69413F-HRTimeline
WARNER FINANCIAL, INC126,577$3.54M1.57%+5,02613F-HRTimeline
Safeguard Investment Advisory Group, LLC126,430$3.54M0.96%+42,50013F-HRTimeline
Vermillion Wealth Management, Inc.126,396$3.53M1.04%+2,84713F-HRTimeline
Capital Investment Advisors, LLC126,066$3.52M0.07%+15,78413F-HRTimeline
Worth Financial Advisory Group, LLC123,967$3.47M2.2%-2,41613F-HRTimeline
Capital Investment Counsel, LLC123,534$3.45M0.57%+2,17813F-HRTimeline
HAMEL ASSOCIATES, INC.123,002$3.44M1.17%-40,11913F-HRTimeline
Everhart Financial Group, Inc.122,486$3.42M0.47%-6,11513F-HRTimeline
PITCAIRN COin group PITCAIRN CO122,334$3.42M0.21%013F-HRTimelineGroup
COWA, LLC121,867$3.41M1.46%+39413F-HRTimeline
CENTAURUS FINANCIAL, INC.121,626$3.4M0.21%+1,31813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…121,345$3.39M0.19%-4,80813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…121,338$3.39M<0.01%-24813F-HRTimelineGroup
McGrath & Associates, Inc.121,238$3.39M6.19%-4,09813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC120,338$3.36M1.45%+28,71313F-HRTimeline
Chris Bulman Inc120,185$3.36M2.12%+47,89313F-HRTimeline
Sovran Advisors, LLC130,675$3.32M0.43%+6,96313F-HRTimeline
Nikulski Financial, Inc.118,494$3.31M1%-2,06613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC117,670$3.29M0.12%+6,69413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.117,166$3.28M0.18%+8,37613F-HR/ATimelineGroup
TPG Advisors LLC116,956$3.27M2.58%-1,85413F-HRTimeline
LPF Advisors LLC116,933$3.27M2.68%-13,21313F-HRTimeline
Capital Investment Advisory Services, L…116,401$3.25M0.29%-1,39013F-HRTimeline
B. Riley Wealth Advisors, Inc.116,186$3.25M0.1%-14,18813F-HRTimeline
Financial Designs Corp116,159$3.25M2.26%+91013F-HRTimeline
Anchor Investment Management, LLC114,537$3.2M0.3%-47013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV114,468$3.2M0.7%+5,89613F-HRTimeline
Glassy Mountain Advisors, Inc.113,828$3.18M1.13%+3,12413F-HRTimeline
Cypress Wealth Services, LLC113,783$3.18M0.65%-1,40113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK113,002$3.16M0.02%-9,81013F-HRTimelineGroup
Madden Advisory Services, Inc.112,932$3.16M1.47%+58513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC112,319$3.14M0.11%+5,74613F-HRTimeline
SeaCrest Wealth Management, LLC112,274$3.14M0.36%-7,68513F-HRTimeline
HEADINVEST, LLC111,830$3.13M0.61%-1,79613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…111,647$3.12M0.94%-2,87413F-HRTimeline
Eldridge Investment Advisors, Inc.111,533$3.12M0.72%+1,47813F-HRTimeline
CAP Partners, LLC110,989$3.1M2.25%+3,22913F-HRTimeline
Cambridge Financial Group, LLC111,041$3.09M1.31%-1,18513F-HRTimeline
VIAWEALTH, LLC110,211$3.08M1.9%+18,70613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC109,164$3.05M0.2%+18,58213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC108,848$3.04M1.48%-80113F-HRTimeline
Inscription Capital, LLC37,692$3.04M0.5%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC108,333$3.03M0.01%013F-HRTimelineGroup
First National Trust Co108,137$3.02M0.12%-81,05713F-HRTimeline
Woodside Wealth Management LLC106,996$2.99M2.77%13F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…106,487$2.98M2.19%+5,74013F-HRTimeline
Fortis Capital Management LLC106,425$2.98M0.58%+2,37013F-HRTimeline
Jacobi Capital Management LLC106,037$2.96M0.22%-3,65313F-HRTimeline
Investment Advisory Group, LLC106,004$2.96M0.99%+16,14013F-HRTimeline
Sowell Financial Services LLC105,790$2.96M0.13%+20,53013F-HRTimeline
Transce3nd, LLC105,676$2.95M1.32%+1,49313F-HRTimeline
Sandy Spring Bank105,105$2.94M0.12%-1,76213F-HRTimeline
Chesapeake Wealth Management105,021$2.94M1.05%-1,42513F-HRTimeline
Beckerman Institutional, LLC104,885$2.93M2.12%+4,81713F-HRTimeline
BRIGHTON JONES LLC104,646$2.93M0.09%-44313F-HRTimeline
Vermillion & White Wealth Management Gr…104,581$2.92M2.12%+102,33713F-HRTimeline
WCG Wealth Advisors LLC104,025$2.91M0.22%-6,57313F-HR/ATimeline
WEALTHSPAN PARTNERS, LLC103,518$2.89M1.34%+18,21013F-HRTimeline
Capasso Planning Partners LLC103,213$2.89M1.21%-21,88513F-HRTimeline
Teamwork Financial Advisors, LLC103,211$2.89M0.4%+44,87213F-HRTimeline
Choate Investment Advisors103,014$2.88M0.07%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC102,908$2.88M0.02%+21,41713F-HRTimeline
PKS Advisory Services, LLC107,785$2.87M0.79%+76,16813F-HRTimeline
Physician Wealth Advisors, Inc.101,942$2.85M0.49%+12613F-HRTimeline
Tyler-Stone Wealth Management101,882$2.85M0.51%+42,13613F-HRTimeline
Bluespring Wealth Management, LLC101,660$2.84M0.29%-5,60113F-HRTimeline
Larson Financial Group LLC101,641$2.84M0.14%+10,19413F-HRTimeline
10Elms LLP101,487$2.84M2.85%+39513F-HRTimeline
SpringVest Wealth Management LLC101,347$2.83M2.35%+1,42213F-HRTimeline
Independent Solutions Wealth Management…101,317$2.83M0.63%+5,25913F-HRTimeline
Princeton Global Asset Management LLC101,316$2.83M0.56%-7013F-HRTimeline
Aspen Grove Capital, LLC101,142$2.83M0.54%+18913F-HRTimeline
Coordinated Financial Services, Inc./CO100,908$2.82M2.16%13F-HRTimeline
Register Financial Advisors LLC100,386$2.81M1.46%+4,49513F-HRTimeline
Aegis Wealth Management LLC100,144$2.8M1.65%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO99,273$2.78M0.02%013F-HRTimelineGroup
Scott & Selber, Inc.98,341$2.75M0.88%+33613F-HRTimeline
Guild Investment Management, Inc.98,255$2.75M2.89%+17,42513F-HRTimeline
Heck Capital Advisors, LLC98,088$2.74M0.31%+21,91013F-HRTimeline
MidAtlantic Capital Management, Inc.97,959$2.74M2.15%-46513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…98,738$2.72M1.23%+2,13213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC97,311$2.72M0.02%+44013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/96,171$2.69M<0.01%-8,35113F-HRTimelineGroup
Secure Asset Management, LLC96,073$2.69M0.54%-3,09213F-HRTimeline
FMA Wealth Management, LLC93,880$2.68M2.06%-14413F-HRTimeline
Bryn Mawr Trust Advisors, LLC95,617$2.67M0.16%-2,47113F-HRTimeline
Consolidated Portfolio Review Corp95,534$2.67M0.43%-28313F-HRTimeline
CHB Investment Group, LLC95,493$2.67M1.42%+76513F-HRTimeline
Mengis Capital Management, Inc.95,461$2.67M0.56%+78313F-HRTimeline
Zullo Investment Group, Inc.95,403$2.67M1.14%+3,39313F-HRTimeline
BKM Wealth Management, LLC95,359$2.67M1.1%+11,62313F-HRTimeline
Weaver Consulting Group95,274$2.66M0.8%-2,03613F-HRTimeline
Liberty Capital Management, Inc.95,159$2.66M0.59%+21,27313F-HRTimeline
Allen Capital Group, LLC94,374$2.64M0.3%-49513F-HRTimeline
BEAM WEALTH ADVISORS, INC.94,333$2.64M0.89%+50313F-HRTimeline
Medallion Wealth Advisors, LLC94,394$2.63M1.19%+7,43013F-HRTimeline
Enclave Advisors LLC94,004$2.63M0.45%-76513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC93,995$2.63M0.71%-21913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV93,515$2.61M0.96%-129,77513F-HRTimeline
Welch & Forbes LLC93,510$2.61M0.03%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC93,124$2.6M0.04%-1,37913F-HRTimelineGroup
Fermata Advisors, LLC92,841$2.6M0.47%+4,98313F-HRTimeline
Stonebridge Financial Planning Group, L…92,375$2.58M1.18%-69013F-HRTimeline
Valeo Financial Advisors, LLC92,001$2.57M0.07%+21,05613F-HRTimeline
OPTIMA CAPITAL LLC91,691$2.56M1.63%+13,92313F-HRTimeline
CWS Financial Advisors, LLC91,554$2.56M0.81%+11,43313F-HRTimeline
Caldwell Trust Co91,090$2.55M0.27%+1,55913F-HRTimeline
Clearstead Trust, LLC90,863$2.54M0.57%-36013F-HRTimeline
SYNOVUS FINANCIAL CORP90,297$2.52M0.03%+1,91113F-HRTimeline
LifeSteps Financial, Inc.90,020$2.52M2.04%+22,61713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH89,993$2.52M0.8%013F-HRTimeline
BLB&B Advisors, LLC89,920$2.51M0.13%-6,66913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP89,851$2.51M0.4%+25,02113F-HRTimeline
Prospera Financial Services Inc89,070$2.49M0.06%-14,15213F-HRTimeline
Crewe Advisors LLC88,935$2.49M0.35%+49413F-HRTimeline
Atlas Wealth Partners, LLC88,853$2.48M3.06%+3,14413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88,542$2.48M0.47%+1,04613F-HRTimeline
Millennium Capital Advisors, LLC87,766$2.45M1.81%-2,02413F-HRTimeline
Forefront Wealth Partners, LLC87,667$2.45M1.67%-3,55413F-HRTimeline
Wedmont Private Capital96,852$2.45M0.13%+5,88713F-HRTimeline
Great Waters Wealth Management87,148$2.44M0.34%-59413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.87,109$2.44M0.15%-108,10513F-HRTimelineGroup
Opes Wealth Management LLC86,559$2.42M0.49%+3,56213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP86,214$2.41M0.04%+2,26113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO85,710$2.4M0.04%+60,60613F-HRTimeline
CPC Advisors, LLC85,492$2.39M0.33%+1,09213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC85,219$2.38M0.91%+4,64613F-HRTimeline
White Knight Strategic Wealth Advisors,…84,557$2.36M2.18%-85,94713F-HRTimeline
MYECFO, LLC84,419$2.36M1.25%+4,74113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC84,403$2.36M<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc84,203$2.35M1.51%+13,41113F-HRTimeline
RIA Advisory Group LLC83,796$2.34M0.76%-6,50413F-HRTimeline
Aprio Wealth Management, LLC83,678$2.34M0.29%-4,70513F-HRTimeline
BCGM Wealth Management, LLC83,441$2.33M0.72%-8,55813F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding83,335$2.33M+3,914Timeline
Krilogy Financial LLC82,815$2.32M0.15%-16,23513F-HRTimeline
Hobbs Group Advisors, LLC82,655$2.31M0.88%new13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC82,585$2.31M1.96%+11013F-HRTimeline
First National Bank of Mount Dora, Trus…82,452$2.31M0.56%013F-HRTimeline
Freestate Advisors LLC82,250$2.3M2.28%+19,84213F-HRTimeline
Stokes Family Office, LLC82,169$2.3M0.26%-15,26913F-HRTimeline
NewEdge Wealth, LLC82,144$2.3M0.04%+64313F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA89,014$2.29M0.11%+2,26413F-HRTimeline
MITCHELL SINKLER & STARR/PA81,940$2.29M0.64%+7,21513F-HRTimeline
WEALTHGARDEN F.S. LLC81,103$2.27M2.18%+33113F-HRTimeline
PETRA FINANCIAL ADVISORS INC80,521$2.25M1.85%+76413F-HRTimeline
North Forty Two & Co.80,218$2.24M2.48%+32,06013F-HRTimeline
Pasadena Private Wealth, LLC79,979$2.24M0.43%+13,80913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV79,731$2.23M0.18%+1,15013F-HRTimeline
Latitude Advisors, LLC79,232$2.22M1.29%+17,09213F-HRTimeline
Costello Asset Management, INC78,837$2.2M0.89%+16,00513F-HRTimeline
PRIVATE TRUST CO NA78,823$2.2M0.23%+16013F-HRTimeline
BOK Financial Private Wealth, Inc.78,690$2.2M0.17%+17,25413F-HRTimeline
Bangor Savings Bank78,673$2.2M0.21%-8,29113F-HRTimeline
TWO SIGMA SECURITIES, LLC78,416$2.19M0.34%+56,56513F-HRTimeline
waypoint wealth counsel78,147$2.18M1.37%+1,10613F-HRTimeline
IRON Financial LLC77,573$2.17M1.22%+5,65313F-HRTimeline
PEOPLES BANK /OH77,497$2.17M1.42%-7,52513F-HRTimeline
Revolve Wealth Partners, LLC76,657$2.14M0.31%-2813F-HRTimeline
Attessa Capital LLC76,587$2.14M1.4%-9,88013F-HRTimeline
Agate Pass Investment Management, LLC76,461$2.14M0.91%+3,20613F-HRTimeline
AlphaCore Capital LLC76,455$2.14M0.18%new13F-HRTimeline
ACAS, LLC83,140$2.14M1.63%+2313F-HRTimeline
North Star Investment Management Corp.76,430$2.14M0.16%+16,04913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC75,679$2.12M0.21%-1,06213F-HRTimeline
Prospect Financial Services LLC74,621$2.09M1.16%+16,88813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.74,455$2.08M1.08%+84613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC73,482$2.05M0.07%-1,78313F-HRTimeline
Clarius Group, LLC73,416$2.05M0.13%+22,44013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV73,194$2.05M0.79%-6,59913F-HRTimeline
BlueStem Wealth Partners, LLC73,068$2.04M0.28%+5,29413F-HRTimeline
GHP Investment Advisors, Inc.72,876$2.04M0.1%+1,53513F-HRTimeline