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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Milestones Private Investment Advisors …131,269$3.48M2.58%13F-HRTimeline
LANARK FINANCIAL, INC.130,497$3.46M0.28%-5,13013F-HRTimeline
ROMAN BUTLER FULLERTON & CO126,517$3.46M1.02%-21,01913F-HRTimeline
Cambridge Advisors Inc.130,243$3.45M0.72%-23,35913F-HRTimeline
SIMON QUICK ADVISORS, LLC130,066$3.45M0.17%+2,24413F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC129,988$3.44M0.01%+21,65513F-HRTimelineGroup
AllGen Financial Advisors, Inc.129,393$3.43M0.92%-337,27013F-HRTimeline
Mainsail Financial Group, LLC127,314$3.42M1.59%new13F-HRTimeline
Soltis Investment Advisors LLC128,725$3.41M0.27%-1,62613F-HRTimeline
White Lighthouse Investment Management …127,448$3.38M0.55%-1,26713F-HRTimeline
COWA, LLC127,244$3.37M1.28%+5,37713F-HRTimeline
Consolidated Portfolio Review Corp126,532$3.35M0.46%+30,99813F-HRTimeline
SYNOVUS FINANCIAL CORP126,348$3.35M0.04%+36,05113F-HRTimeline
Sachetta, LLC126,210$3.34M1.32%-1,43013F-HRTimeline
Worth Financial Advisory Group, LLC125,626$3.33M2.04%+1,65913F-HRTimeline
PKS Advisory Services, LLC124,979$3.31M0.84%+17,19413F-HRTimeline
Nabity-Jensen Investment Management Inc124,812$3.31M2.44%-7,69913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC124,760$3.31M1.1%-6,69213F-HR/ATimeline
WEALTHSPAN PARTNERS, LLC124,416$3.3M1.37%+20,89813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC124,241$3.29M0.11%+6,57113F-HRTimelineGroup
Smith Anglin Financial, LLC123,593$3.28M0.3%-4,07013F-HRTimeline
Ellenbecker Investment Group123,380$3.27M0.53%-6,88313F-HRTimeline
PITCAIRN COin group PITCAIRN CO122,334$3.24M0.21%013F-HR/ATimelineGroup
Safeguard Investment Advisory Group, LLC122,287$3.24M0.81%-4,14313F-HRTimeline
Total Wealth Planning, LLC122,266$3.24M0.41%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC121,793$3.23M1.27%+1,45513F-HRTimeline
Anchor Investment Management, LLC120,855$3.2M0.28%+6,31813F-HRTimeline
Capital Investment Counsel, LLC120,296$3.19M0.49%-3,23813F-HRTimeline
TPG Advisors LLC120,051$3.18M2.3%+3,09513F-HRTimeline
Strategic Financial Concepts, LLC119,562$3.17M0.45%-83,63913F-HRTimeline
Signal Advisors Wealth, LLC118,648$3.14M0.25%-114,16613F-HRTimeline
Investment Advisory Group, LLC118,634$3.14M0.95%+12,63013F-HRTimeline
WESBANCO BANK INC118,621$3.14M0.09%new13F-HRTimeline
Financial Designs Corp118,469$3.14M1.92%+2,31013F-HRTimeline
Everhart Financial Group, Inc.118,406$3.14M0.36%-4,08013F-HRTimeline
WBH ADVISORY INC118,254$3.13M0.27%-23,93713F-HRTimeline
McGrath & Associates, Inc.118,231$3.13M5.1%-3,00713F-HRTimeline
Liberty Capital Management, Inc.118,159$3.13M0.63%+23,00013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.118,123$3.13M0.2%+31,01413F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC118,105$3.13M2.69%-28,69913F-HRTimeline
EASTERN BANK117,531$3.11M0.06%-17,98113F-HRTimeline
Betterment LLC117,328$3.11M0.01%-28,52113F-HRTimeline
Total Clarity Wealth Management, Inc.116,816$3.1M0.89%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC116,794$3.1M0.02%+19,48313F-HR/ATimelineGroup
SFM, LLC d/b/a Sweeney Financial Adviso…116,257$3.08M1.98%+9,77013F-HRTimeline
Bluespring Wealth Management, LLC115,846$3.07M0.29%+14,18613F-HRTimeline
WARNER FINANCIAL, INC115,721$3.07M1.27%-10,85613F-HRTimeline
Glassy Mountain Advisors, Inc.114,917$3.05M0.98%+1,08913F-HRTimeline
Beckerman Institutional, LLC114,440$3.03M2.01%+9,55513F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV113,960$3.02M0.57%-50813F-HRTimeline
Madden Advisory Services, Inc.113,315$3M1.28%+38313F-HRTimeline
Simplicity Wealth,LLC113,079$3M0.12%-34,10513F-HRTimeline
CAP Partners, LLC113,053$3M1.89%+2,06413F-HRTimeline
SeaCrest Wealth Management, LLC112,837$2.99M0.32%+56313F-HRTimeline
Larson Financial Group LLC112,768$2.99M0.12%+11,12713F-HRTimeline
HAMEL ASSOCIATES, INC.112,453$2.98M1.01%-10,54913F-HRTimeline
First National Trust Co111,686$2.96M0.11%+3,54913F-HRTimeline
Capital Investment Advisory Services, L…111,646$2.96M0.24%-4,75513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…111,265$2.95M0.86%-38213F-HRTimeline
HEADINVEST, LLC111,216$2.95M0.63%-61413F-HRTimeline
Tyler-Stone Wealth Management111,076$2.94M0.47%+9,19413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC110,517$2.93M0.1%-1,80213F-HRTimeline
Transce3nd, LLC109,741$2.91M1.23%+4,06513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC109,340$2.9M0.18%+17613F-HRTimeline
Woodside Wealth Management LLC108,921$2.89M2.48%+1,92513F-HRTimeline
LifeSteps Financial, Inc.108,592$2.88M1.98%+18,57213F-HRTimeline
Tull Financial Group, Inc.108,313$2.87M1.31%-155,70913F-HRTimeline
Accordant Advisory Group Inc108,084$2.86M2.13%+99,53913F-HRTimeline
WINNACLE WEALTH LLC108,084$2.86M2.13%new13F-HRTimeline
BKM Wealth Management, LLC108,017$2.86M1.12%+12,65813F-HRTimeline
Chesapeake Wealth Management107,611$2.85M0.95%+2,59013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK106,524$2.82M0.02%-6,47813F-HRTimelineGroup
Cambridge Financial Group, LLC106,050$2.81M1.06%-4,99113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC105,959$2.81M<0.01%+21,55613F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/105,794$2.8M<0.01%+9,62313F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC105,772$2.8M1.25%-3,07613F-HRTimeline
Aegis Wealth Management LLC100,144$2.8M1.68%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.105,099$2.79M0.14%-12,06713F-HRTimelineGroup
Soundwatch Capital LLC35,035$2.78M0.49%+4,09513F-HRTimeline
AlphaCore Capital LLC104,826$2.78M0.11%+28,37113F-HRTimeline
10Elms LLP104,662$2.77M2.64%+3,17513F-HRTimeline
Kraft, Davis & Associates, LLC101,675$2.77M0.76%-66,85213F-HRTimeline
Cypress Wealth Services, LLC104,202$2.76M0.49%-9,58113F-HRTimeline
Coordinated Financial Services, Inc.103,986$2.76M1.91%13F-HRTimeline
Choate Investment Advisors103,014$2.73M0.06%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP102,678$2.72M0.04%+16,46413F-HRTimeline
Aspen Grove Capital, LLC102,159$2.71M0.46%+1,01713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC101,559$2.69M2.34%-25,77513F-HRTimelineGroup
Sowell Financial Services LLC101,303$2.68M0.11%-4,48713F-HRTimeline
CWS Financial Advisors, LLC101,296$2.68M0.78%+9,74213F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …100,500$2.66M<0.01%new13F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.100,149$2.65M0.79%+5,81613F-HRTimeline
Fortis Capital Management LLC100,078$2.65M0.41%-6,34713F-HRTimeline
Jacobi Capital Management LLC99,858$2.65M0.18%-6,17913F-HRTimeline
Bryn Mawr Trust Advisors, LLC99,502$2.64M0.14%+3,88513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO99,273$2.63M0.02%013F-HRTimelineGroup
Princeton Global Asset Management LLC99,103$2.63M0.48%-2,21313F-HRTimeline
Physician Wealth Advisors, Inc.98,986$2.62M0.41%-2,95613F-HRTimeline
Mengis Capital Management, Inc.98,770$2.62M0.56%+3,30913F-HRTimeline
Independent Solutions Wealth Management…98,668$2.61M0.51%-2,64913F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC98,573$2.61M2.08%+15,98813F-HRTimeline
Valeo Financial Advisors, LLC97,716$2.59M0.06%+5,71513F-HR/ATimeline
Scott & Selber, Inc.97,224$2.58M0.72%-1,11713F-HRTimeline
Zullo Investment Group, Inc.97,150$2.57M1.04%+1,74713F-HRTimeline
Geneos Wealth Management Inc.96,529$2.56M0.06%-53,05513F-HRTimeline
BRIGHTON JONES LLC96,418$2.56M0.07%-8,22813F-HRTimeline
CHB Investment Group, LLC96,186$2.55M1.3%+69313F-HRTimeline
FMA Wealth Management, LLC96,113$2.55M1.88%+2,23313F-HRTimeline
Revolve Wealth Partners, LLC96,010$2.54M0.33%+19,35313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC95,852$2.54M0.65%+1,85713F-HRTimeline
Crewe Advisors LLC95,571$2.53M0.36%+6,63613F-HRTimeline
Capital Square, LLC92,659$2.53M1.35%-34,45613F-HRTimeline
Prime Capital Investment Advisors, LLC94,797$2.51M0.03%-157,97813F-HRTimeline
Wedmont Private Capital92,013$2.51M0.11%-4,83913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC94,748$2.51M0.74%+9,52913F-HRTimeline
Argent Trust Co94,616$2.51M0.09%-65,46913F-HRTimeline
Register Financial Advisors LLC94,194$2.5M1.09%-6,19213F-HRTimeline
B. Riley Wealth Advisors, Inc.94,121$2.49M0.12%-22,06513F-HRTimeline
Forefront Wealth Partners, LLC91,221$2.49M1.71%+3,55413F-HRTimeline
Welch & Forbes LLC93,510$2.48M0.03%013F-HRTimeline
Millennium Capital Advisors, LLC93,082$2.47M1.64%+5,31613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC92,780$2.46M0.01%+27,96513F-HR/ATimelineGroup
Laird Norton Wetherby Wealth Management…92,766$2.46M0.11%13F-HRTimeline
MITCHELL SINKLER & STARR/PA92,632$2.45M1.17%+10,69213F-HRTimeline
Blue Capital, Inc.92,094$2.44M1.73%13F-HRTimeline
Stonebridge Financial Planning Group, L…91,881$2.43M1.02%-49413F-HRTimeline
WCG Wealth Advisors LLC91,709$2.43M0.16%-12,31613F-HRTimeline
Clearstead Trust, LLC91,031$2.41M0.46%+16813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC90,989$2.41M0.03%-2,13513F-HRTimelineGroup
John W. Brooker & Co., CPAs87,308$2.4M5.63%-225,41013F-HRTimeline
BlueStem Wealth Partners, LLC90,242$2.39M0.29%+17,17413F-HRTimeline
Atlas Wealth Partners, LLC89,998$2.38M2.75%+1,14513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH89,993$2.38M0.75%013F-HRTimeline
Caldwell Trust Co89,604$2.37M0.24%-1,48613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA89,333$2.37M0.11%+31913F-HRTimeline
Weaver Consulting Group88,841$2.35M0.65%-6,43313F-HRTimeline
Enclave Advisors LLC88,531$2.35M0.38%-5,47313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV88,342$2.34M0.75%-5,17313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88,234$2.34M0.39%-30813F-HRTimeline
Roehl & Yi Investment Advisors, LLC90,339$2.32M1.19%+16,32013F-HRTimeline
RIA Advisory Group LLC87,272$2.31M0.68%+3,47613F-HRTimeline
Freestate Advisors LLC87,219$2.31M2.06%+4,96913F-HRTimeline
North Forty Two & Co.86,668$2.3M2.44%+6,45013F-HRTimeline
Opes Wealth Management LLC85,824$2.27M0.4%-73513F-HRTimeline
Great Waters Wealth Management85,554$2.27M0.29%-1,59413F-HRTimeline
MYECFO, LLC84,991$2.25M1.1%+57213F-HRTimeline
ACAS, LLC81,959$2.25M1.51%-1,18113F-HRTimeline
BLB&B Advisors, LLC84,822$2.25M0.11%-5,09813F-HRTimeline
Capasso Planning Partners LLC84,816$2.25M1.27%-18,39713F-HRTimeline
Aprio Wealth Management, LLC84,752$2.25M0.25%+1,07413F-HRTimeline
White Knight Strategic Wealth Advisors,…84,326$2.23M1.9%-23113F-HRTimeline
CPC Advisors, LLC83,871$2.22M0.28%-1,62113F-HRTimeline
Barnes Wealth Management Group, Inc83,666$2.22M1.31%-53713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV83,629$2.22M0.16%+3,89813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.83,553$2.21M1.05%+9,09813F-HRTimeline
Stokes Family Office, LLC83,435$2.21M0.23%+1,26613F-HRTimeline
Hurley Capital, LLC83,321$2.21M1.55%+11,05513F-HRTimeline
VIAWEALTH, LLC82,912$2.2M1.3%-27,29913F-HRTimeline
Krilogy Financial LLC82,671$2.19M0.13%-14413F-HRTimeline
Pasadena Private Wealth, LLC82,454$2.19M0.37%+2,47513F-HRTimeline
First National Bank of Mount Dora, Trus…82,452$2.18M0.49%013F-HRTimeline
SpringVest Wealth Management LLC82,331$2.18M1.77%-19,01613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding82,258$2.18M-1,077Timeline
Drucker Wealth 3.0, LLC79,488$2.17M0.42%new13F-HRTimeline
Balentine LLC81,459$2.16M0.08%+78,01513F-HRTimeline
Bangor Savings Bank81,444$2.16M0.19%+2,77113F-HRTimeline
WEALTHGARDEN F.S. LLC81,084$2.15M1.78%-1913F-HRTimeline
GWN SECURITIES INC.80,906$2.15M0.4%-330,97813F-HRTimeline
Fermata Advisors, LLC80,591$2.14M0.57%-12,25013F-HRTimeline
Empirical Financial Services, LLC d.b.a…79,837$2.12M0.05%+10,47813F-HRTimeline
Second Half Financial Partners, LLC79,350$2.1M0.99%-149,11413F-HRTimeline
Olistico Wealth, LLC78,996$2.09M1.16%+58,88213F-HRTimeline
waypoint wealth counsel78,816$2.09M1.04%+66913F-HRTimeline
PETRA FINANCIAL ADVISORS INC78,516$2.08M1.32%-2,00513F-HRTimeline
Schonfeld Strategic Advisors LLC78,500$2.08M0.02%new13F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY78,155$2.07M1.82%+45,11813F-HRTimeline
B & T Capital Management DBA Alpha Capi…78,149$2.07M0.36%-55,15913F-HRTimeline
Costello Asset Management, INC78,025$2.07M0.78%-81213F-HRTimeline
Miramar Capital, LLC77,609$2.06M0.49%+7,79813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC77,173$2.05M0.21%+1,49413F-HRTimeline
AMERIFLEX GROUP, INC.76,851$2.03M1.07%+29,44813F-HRTimeline
Latitude Advisors, LLC76,143$2.02M1.01%-3,08913F-HRTimeline
Providence Capital Advisors, LLC76,117$2.02M0.37%+9,88113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding75,277$2.01M-54,306Timeline
Medallion Wealth Advisors, LLC73,891$2M0.77%-20,50313F-HRTimeline
Peregrine Asset Advisers, Inc.75,082$1.99M0.62%+27,28513F-HRTimeline
One Charles Private Wealth Services, LLC75,000$1.99M0.56%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding74,841$1.98M+2,914Timeline
HRT FINANCIAL LP74,664$1.98M0.01%new13F-HRTimeline
Agate Pass Investment Management, LLC73,625$1.95M0.8%-2,83613F-HRTimeline
BOK Financial Private Wealth, Inc.73,585$1.95M0.13%-5,10513F-HRTimeline
Fairscale Capital, LLC73,558$1.95M1.42%+8,50713F-HRTimeline
Clarius Group, LLC73,546$1.95M0.11%+13013F-HRTimeline
GHP Investment Advisors, Inc.73,470$1.95M0.09%+59413F-HRTimeline
RDA Financial Network72,623$1.92M0.52%+2,05513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC71,610$1.9M0.16%+13213F-HRTimeline
Prospect Financial Services LLC71,575$1.9M1.18%-3,04613F-HR/ATimeline
North Star Investment Management Corp.71,370$1.89M0.13%-5,06013F-HRTimeline
CORDA Investment Management, LLC.71,089$1.88M0.14%+12,23813F-HRTimeline
Fisher Asset Management, LLC71,084$1.88M<0.01%+5,88913F-HRTimeline