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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SFM, LLC d/b/a Sweeney Financial Adviso…126,925$3.47M2.01%+10,66813F-HRTimeline
Capital Investment Counsel, LLC125,812$3.43M0.51%+5,51613F-HRTimeline
TPG Advisors LLC125,102$3.42M2.25%+5,05113F-HRTimeline
NewEdge Wealth, LLC127,479$3.39M0.05%-5,77013F-HRTimeline
Fisher Asset Management, LLC123,700$3.38M<0.01%+52,61613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…123,622$3.37M<0.01%-137,70613F-HRTimelineGroup
First Heartland Consultants, Inc.123,486$3.37M0.27%-17,09213F-HRTimeline
White Lighthouse Investment Management …123,185$3.36M0.51%-4,26313F-HRTimeline
Portus Wealth Advisors, LLC122,789$3.35M3.34%13F-HRTimeline
PITCAIRN COin group PITCAIRN CO122,334$3.34M0.26%013F-HRTimelineGroup
Sachetta, LLC121,602$3.32M1.24%-4,60813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC121,471$3.32M1.19%-32213F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.121,350$3.31M0.18%+3,22713F-HRTimelineGroup
Nabity-Jensen Investment Management Inc121,223$3.31M2.29%-3,58913F-HRTimeline
Beckerman Institutional, LLC121,158$3.31M1.95%+6,71813F-HRTimeline
Liberty Capital Management, Inc.120,547$3.29M0.62%+2,38813F-HRTimeline
Strategic Financial Concepts, LLC121,023$3.29M0.48%+1,46113F-HRTimeline
Investment Advisory Group, LLC119,445$3.26M0.89%+81113F-HRTimeline
WESBANCO BANK INC118,007$3.22M0.09%-61413F-HRTimeline
AlphaCore Capital LLC117,528$3.21M0.11%+12,70213F-HRTimeline
Total Clarity Wealth Management, Inc.117,373$3.2M0.85%+55713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP117,231$3.2M0.04%+14,55313F-HRTimeline
Larson Financial Group LLC116,908$3.19M0.11%+4,14013F-HRTimeline
Valeo Financial Advisors, LLC116,036$3.17M0.07%+18,32013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC115,859$3.16M0.02%-93513F-HR/ATimelineGroup
Ellenbecker Investment Group115,781$3.16M0.47%-7,59913F-HRTimeline
BKM Wealth Management, LLC115,769$3.16M1.17%+7,75213F-HRTimeline
Bluespring Wealth Management, LLC115,721$3.16M0.27%-12513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC115,607$3.16M0.98%-9,15313F-HRTimeline
Signal Advisors Wealth, LLC115,603$3.16M0.29%-3,04513F-HRTimeline
WBH ADVISORY INC115,405$3.15M0.24%-2,84913F-HRTimeline
CAP Partners, LLC114,738$3.13M1.78%+1,68513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC114,094$3.11M<0.01%+8,13513F-HRTimelineGroup
WARNER FINANCIAL, INC114,066$3.11M1.16%-1,65513F-HRTimeline
Capital Investment Advisory Services, L…113,952$3.11M0.25%+2,30613F-HRTimeline
Clearstead Trust, LLC113,842$3.11M0.53%+22,81113F-HRTimeline
Financial Designs Corp116,129$3.11M1.8%-2,34013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC113,580$3.1M0.18%+4,24013F-HRTimeline
Northwest Capital Management Inc113,542$3.1M3.26%-123,28313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV113,454$3.1M0.54%-50613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.113,226$3.09M0.13%+8,12713F-HRTimelineGroup
LifeSteps Financial, Inc.112,413$3.07M1.97%+3,82113F-HRTimeline
McGrath & Associates, Inc.112,376$3.07M4.56%-5,85513F-HRTimeline
Mengis Capital Management, Inc.110,863$3.03M0.6%+12,09313F-HRTimeline
SeaCrest Wealth Management, LLC111,112$3.02M0.32%-1,72513F-HRTimeline
TWO SIGMA SECURITIES, LLC110,581$3.02M0.45%-104,73013F-HRTimeline
Rollins Financial Advisors, LLC110,478$3.02M0.46%-45,74613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/110,447$3.02M<0.01%+4,65313F-HRTimelineGroup
Genesee Capital Advisors, LLC109,775$3M1.3%-33,52913F-HRTimeline
Madden Advisory Services, Inc.109,574$2.99M1.16%-3,74113F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY109,563$2.99M2.24%+31,40813F-HRTimeline
LS Investment Advisors, LLC109,280$2.98M0.42%-52,82513F-HRTimeline
Aspen Grove Capital, LLC109,187$2.98M0.5%+7,02813F-HRTimeline
First National Trust Co108,807$2.97M0.1%-2,87913F-HRTimeline
Woodside Wealth Management LLC108,753$2.97M2.34%-16813F-HRTimeline
Accordant Advisory Group Inc108,375$2.96M2.01%+29113F-HRTimeline
Zullo Investment Group, Inc.107,834$2.94M1.09%+10,68413F-HRTimeline
10Elms LLP106,344$2.9M2.61%+1,68213F-HRTimeline
Everhart Financial Group, Inc.106,013$2.89M0.29%-12,39313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC105,685$2.89M1.07%-8713F-HRTimeline
Betterment LLC105,668$2.88M0.01%-11,66013F-HRTimeline
Chesapeake Wealth Management105,297$2.87M0.88%-2,31413F-HRTimeline
Safeguard Investment Advisory Group, LLC104,934$2.86M0.71%-17,35313F-HRTimeline
Glassy Mountain Advisors, Inc.104,819$2.86M0.86%-10,09813F-HRTimeline
Fortis Capital Management LLC104,612$2.86M0.4%+4,53413F-HRTimeline
Coordinated Financial Services, Inc.103,806$2.83M1.82%-18013F-HRTimeline
Scott & Selber, Inc.103,796$2.83M0.72%+6,57213F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…103,404$2.82M0.78%-7,86113F-HRTimeline
Choate Investment Advisors103,014$2.81M0.06%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC102,763$2.81M2.3%+1,20413F-HRTimelineGroup
PKS Advisory Services, LLC102,549$2.8M0.58%-22,43013F-HRTimeline
Independent Solutions Wealth Management…102,509$2.8M0.5%+3,84113F-HRTimeline
Tull Financial Group, Inc.101,865$2.78M1.23%-6,44813F-HRTimeline
CWS Financial Advisors, LLC101,860$2.78M0.77%+56413F-HRTimeline
Synergy Investment Management, LLC101,635$2.77M1.06%-432,42313F-HRTimeline
HEADINVEST, LLC100,891$2.75M0.57%-10,32513F-HRTimeline
BEAM WEALTH ADVISORS, INC.100,839$2.75M0.75%+69013F-HRTimeline
HAMEL ASSOCIATES, INC.100,530$2.74M0.84%-11,92313F-HRTimeline
TUDOR INVESTMENT CORP ET AL100,498$2.74M0.02%+42,36813F-HR/ATimeline
MUIRFIELD WEALTH ADVISORS LLC100,079$2.73M2.03%+1,50613F-HRTimeline
BlueStem Wealth Partners, LLC99,978$2.73M0.31%+9,73613F-HRTimeline
Cypress Wealth Services, LLC99,691$2.72M0.45%-4,51113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC99,602$2.72M0.65%+3,75013F-HRTimeline
Jacobi Capital Management LLC99,354$2.71M0.17%-50413F-HRTimeline
FMA Wealth Management, LLC99,035$2.7M1.86%+2,92213F-HRTimeline
Geneos Wealth Management Inc.99,000$2.7M0.07%+2,47113F-HRTimeline
Kraft, Davis & Associates, LLC97,763$2.67M0.65%-3,91213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC97,742$2.67M0.65%+2,99413F-HRTimeline
B. Riley Wealth Advisors, Inc.97,346$2.66M0.13%+3,22513F-HRTimeline
Princeton Global Asset Management LLC97,109$2.65M0.44%-1,99413F-HRTimeline
Argent Trust Co97,065$2.65M0.09%+2,44913F-HRTimeline
Empirical Financial Services, LLC d.b.a…96,071$2.62M0.05%+16,23413F-HRTimeline
Armor Investment Advisors, LLC95,351$2.6M0.82%-126,98013F-HRTimeline
Crewe Advisors LLC95,177$2.6M0.25%-39413F-HRTimeline
Revolve Wealth Partners, LLC95,141$2.6M0.31%-86913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO95,070$2.6M0.02%-4,20313F-HRTimelineGroup
Wedmont Private Capital94,758$2.58M0.1%+2,74513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.94,646$2.58M1.12%+11,09313F-HRTimeline
Simplicity Wealth,LLC94,483$2.58M0.15%-18,59613F-HRTimeline
Atlas Wealth Partners, LLC94,116$2.57M2.62%+4,11813F-HRTimeline
Sowell Financial Services LLC93,792$2.56M0.1%-7,51113F-HRTimeline
Roehl & Yi Investment Advisors, LLC126,733$2.56M1.11%+36,39413F-HRTimeline
IRON Financial LLC93,678$2.56M1.22%+32,02313F-HRTimeline
Welch & Forbes LLC93,510$2.55M0.03%013F-HRTimeline
Olistico Wealth, LLC92,418$2.52M1.33%+13,42213F-HRTimeline
BRIGHTON JONES LLC92,210$2.52M0.06%-4,20813F-HRTimeline
EASTERN BANK92,108$2.51M0.04%-25,42313F-HRTimeline
MITCHELL SINKLER & STARR/PA91,707$2.5M1.13%-92513F-HRTimeline
Prime Capital Investment Advisors, LLC91,294$2.49M0.03%-3,50313F-HRTimeline
Vestmark Advisory Solutions, Inc.91,131$2.49M0.05%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC90,989$2.48M0.02%013F-HRTimelineGroup
Millennium Capital Advisors, LLC90,879$2.48M1.5%-2,20313F-HRTimeline
John W. Brooker & Co., CPAs90,741$2.48M5.03%+3,43313F-HRTimeline
Raab & Moskowitz Asset Management LLC90,285$2.46M0.55%+20,12613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH90,178$2.46M0.73%+18513F-HRTimeline
Stonebridge Financial Planning Group, L…90,059$2.46M0.92%-1,82213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA89,305$2.44M0.1%-2813F-HRTimeline
Caldwell Trust Co89,111$2.43M0.23%-49313F-HRTimeline
WCG Wealth Advisors LLC88,892$2.43M0.15%-2,81713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88,763$2.42M0.37%+52913F-HRTimeline
Bison Wealth, LLC91,029$2.42M0.22%-683,86513F-HRTimeline
Hurley Capital, LLC88,398$2.41M1.36%+5,07713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,288$2.41M<0.01%+23,42913F-HRTimelineGroup
Opes Wealth Management LLC87,925$2.4M0.42%+2,10113F-HRTimeline
Freestate Advisors LLC87,924$2.4M2.01%+70513F-HRTimeline
North Forty Two & Co.87,078$2.38M2.32%+41013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC86,939$2.37M0.01%+35,34413F-HRTimeline
MYECFO, LLC86,927$2.37M1.08%+1,93613F-HRTimeline
Bryn Mawr Trust Advisors, LLC86,554$2.36M0.12%-12,94813F-HRTimeline
Principia Wealth Advisory, LLC86,323$2.36M1.68%+74,54213F-HRTimeline
Weaver Consulting Group85,645$2.34M0.59%-3,19613F-HRTimeline
Fiscal Wisdom Wealth Management, LLC86,335$2.33M2.21%13F-HRTimeline
SpringVest Wealth Management LLC85,237$2.33M1.71%+2,90613F-HRTimeline
RIA Advisory Group LLC84,902$2.32M0.6%-2,37013F-HRTimeline
Barnes Wealth Management Group, Inc84,899$2.32M1.28%+1,23313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding84,802$2.32M+2,544Timeline
Physician Wealth Advisors, Inc.84,156$2.3M0.33%-14,83013F-HRTimeline
Stokes Family Office, LLC83,571$2.28M0.22%+13613F-HRTimeline
Fermata Advisors, LLC82,803$2.26M0.57%+2,21213F-HRTimeline
First National Bank of Mount Dora, Trus…82,452$2.25M0.5%013F-HRTimeline
Krilogy Financial LLC84,250$2.24M0.08%+1,57913F-HRTimeline
Balentine LLC81,459$2.22M0.08%013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV81,365$2.22M0.65%-6,97713F-HRTimeline
Bangor Savings Bank81,298$2.22M0.18%-14613F-HRTimeline
Second Half Financial Partners, LLC81,271$2.22M0.98%+1,92113F-HRTimeline
Providence Capital Advisors, LLC81,111$2.21M0.38%+4,99413F-HRTimeline
Pasadena Private Wealth, LLC80,924$2.21M0.32%-1,53013F-HRTimeline
Register Financial Advisors LLC80,475$2.2M0.86%-13,71913F-HRTimeline
Great Waters Wealth Management79,615$2.17M0.26%-5,93913F-HRTimeline
CPC Advisors, LLC78,773$2.15M0.23%-5,09813F-HRTimeline
Aprio Wealth Management, LLC78,756$2.15M0.21%-5,99613F-HRTimeline
WEALTHGARDEN F.S. LLC79,556$2.15M1.53%-1,52813F-HRTimeline
CORDA Investment Management, LLC.77,668$2.12M0.15%+6,57913F-HRTimeline
Miramar Capital, LLC77,609$2.12M0.47%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC77,038$2.1M1.06%+25,85513F-HRTimeline
North Star Investment Management Corp.76,618$2.09M0.13%+5,24813F-HRTimeline
White Knight Strategic Wealth Advisors,…76,037$2.08M1.63%-8,28913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC75,174$2.05M0.12%-1,99913F-HRTimeline
GHP Investment Advisors, Inc.74,849$2.04M0.09%+1,37913F-HRTimeline
Clarius Group, LLC74,846$2.04M0.12%+1,30013F-HRTimeline
BLB&B Advisors, LLC74,575$2.04M0.09%-10,24713F-HRTimeline
Peregrine Asset Advisers, Inc.74,558$2.04M0.61%-52413F-HRTimeline
waypoint wealth counsel74,331$2.03M0.8%-4,48513F-HRTimeline
Retirement Planning Group, LLC73,839$2.02M0.07%+50,71613F-HRTimeline
Fairscale Capital, LLC73,593$2.01M1.38%+3513F-HRTimeline
Marquette Asset Management, LLC73,495$2.01M0.31%-236,60413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC73,143$2M<0.01%-19,63713F-HRTimelineGroup
Latitude Advisors, LLC72,906$1.99M0.91%-3,23713F-HRTimeline
Patriot Financial Group Insurance Agenc…72,785$1.99M0.25%+2,50013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.72,768$1.99M1.5%new13F-HRTimeline
B & T Capital Management DBA Alpha Capi…72,453$1.98M0.31%-5,69613F-HRTimeline
RDA Financial Network72,323$1.97M0.49%-30013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …72,052$1.97M0.01%+6,55713F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC71,928$1.96M1.14%-6,58813F-HRTimeline
Capasso Planning Partners LLC71,433$1.95M1.22%-13,38313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding71,229$1.94M-3,612Timeline
TRED AVON FAMILY WEALTH, LLC71,198$1.94M0.67%13F-HRTimeline
Enclave Advisors LLC71,153$1.94M0.3%-17,37813F-HRTimeline
FIDUCIENT ADVISORS LLC71,116$1.94M0.23%+1,76913F-HRTimeline
Root Financial Partners, LLC71,056$1.94M0.12%+21,65113F-HRTimeline
GC Wealth Management RIA, LLC71,036$1.94M0.06%+58,14213F-HRTimeline
Capital Squared Financial LLC70,671$1.93M1.67%+18,07813F-HRTimeline
Prospect Financial Services LLC70,605$1.93M1.11%-97013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC70,361$1.92M0.03%+1413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC69,996$1.91M0.15%-1,61413F-HRTimeline
United Advisor Group, LLC69,931$1.91M0.26%+4,49913F-HRTimeline
Ironwood Investment Counsel, LLC69,659$1.9M0.28%+32,62913F-HRTimeline
Financial Engines Advisors L.L.C.69,659$1.9M<0.01%+15,57613F-HRTimeline
Bernard Wealth Management Corp.69,574$1.9M0.79%-280,32813F-HRTimeline
VIAWEALTH, LLC69,351$1.89M1.03%-13,56113F-HRTimeline
BOK Financial Private Wealth, Inc.69,319$1.89M0.12%-4,26613F-HRTimeline
JMG Financial Group, Ltd.69,296$1.89M0.05%+29,22713F-HRTimeline
CATHY PARETO & ASSOCIATES, INC68,915$1.88M1.42%+60813F-HRTimeline
Aegis Wealth Management LLC68,811$1.88M1.01%-31,33313F-HRTimeline
BCGM Wealth Management, LLC68,765$1.88M0.49%+4,33113F-HRTimeline
PRIVATE TRUST CO NA68,507$1.87M0.16%-1,96413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC68,332$1.87M0.27%+19,07713F-HRTimeline
Whitener Capital Management, Inc.68,184$1.86M0.45%-1,76513F-HRTimeline
Bell Bank67,943$1.85M0.08%+27,87713F-HRTimeline
MainStreet Investment Advisors LLC67,610$1.85M0.25%+26,25013F-HRTimeline