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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…129,852$3.56M0.13%-26,81513F-HRTimelineGroup
Western Wealth Management, LLC129,635$3.56M0.16%-14,11113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC129,592$3.55M0.02%+13,73313F-HRTimelineGroup
Summit Trail Advisors, LLC129,571$3.55M0.06%+108,03013F-HRTimeline
SIMON QUICK ADVISORS, LLC129,459$3.55M0.15%-77313F-HRTimeline
Sovran Advisors, LLC122,060$3.54M0.3%-15,67713F-HRTimeline
TPG Advisors LLC128,771$3.53M2.2%+3,66913F-HRTimeline
Capital Investment Advisors, LLC128,603$3.53M0.05%-3,94113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK128,154$3.52M0.02%+47613F-HRTimelineGroup
Beckerman Institutional, LLC127,963$3.51M1.97%+6,80513F-HRTimeline
Anchor Investment Management, LLC127,948$3.51M0.29%-1,42113F-HRTimeline
Decker Wealth Management LLC127,807$3.51M0.77%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC127,608$3.5M0.01%-3,65013F-HRTimelineGroup
Equity Wealth Partners, LLC127,523$3.5M2.27%-42,49113F-HRTimeline
Cedarwood Wealth LLC119,868$3.5M3.9%13F-HRTimeline
Mainsail Financial Group, LLC127,076$3.49M1.45%-49513F-HRTimeline
CENTAURUS FINANCIAL, INC.126,889$3.48M0.16%-22,32213F-HRTimeline
Meridian Wealth Management, LLC125,905$3.45M0.12%-129,34913F-HRTimeline
First Heartland Consultants, Inc.125,858$3.45M0.26%+2,37213F-HRTimeline
Portus Wealth Advisors, LLC125,667$3.45M3.25%+2,87813F-HRTimeline
BKM Wealth Management, LLC125,571$3.44M1.26%+9,80213F-HRTimeline
LANARK FINANCIAL, INC.125,131$3.43M0.26%-2,14713F-HRTimeline
Sachetta, LLC124,550$3.42M1.87%+2,94813F-HRTimeline
Garden State Investment Advisory Servic…123,674$3.39M0.81%-11,47313F-HRTimeline
Maridea Wealth Management LLC123,506$3.39M0.51%-17,34413F-HRTimeline
Olistico Wealth, LLC122,625$3.36M1.64%+30,20713F-HRTimeline
Vestmark Advisory Solutions, Inc.122,141$3.35M0.05%+31,01013F-HRTimeline
Worth Financial Advisory Group, LLC121,914$3.34M1.62%-5,60013F-HRTimeline
Total Clarity Wealth Management, Inc.121,869$3.34M0.81%+4,49613F-HRTimeline
Csenge Advisory Group121,699$3.34M0.15%-18,53413F-HRTimeline
Hilton Head Capital Partners, LLC121,376$3.33M1.95%13F-HRTimeline
Mengis Capital Management, Inc.120,583$3.31M0.58%+9,72013F-HRTimeline
CORDA Investment Management, LLC.120,547$3.31M0.24%+42,87913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.120,284$3.3M1.26%+25,63813F-HRTimeline
Strategic Investment Solutions, Inc. /IL120,268$3.3M0.79%-21,72113F-HRTimeline
MOKAN Wealth Management Inc.120,140$3.3M1.46%-19,15713F-HRTimeline
COWA, LLC120,086$3.29M1%-7,94013F-HRTimeline
United Advisor Group, LLC120,066$3.29M0.42%+50,13513F-HRTimeline
Financial Designs Corp119,581$3.28M1.86%+3,45213F-HRTimeline
Bravera Wealth119,475$3.28M1.64%13F-HRTimeline
WARNER FINANCIAL, INC118,667$3.25M1.13%+4,60113F-HRTimeline
Orion Capital Management LLC117,979$3.24M1.09%-10,44113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC117,639$3.23M0.88%+2,03213F-HRTimeline
North Forty Two & Co.117,188$3.21M3.03%+30,11013F-HRTimeline
WBH ADVISORY INC116,709$3.2M0.24%+1,30413F-HRTimeline
FSC Wealth Advisors, LLC116,031$3.18M5.16%-49,38713F-HRTimeline
Tenzing Financial LLC114,648$3.14M2.55%13F-HRTimeline
LifeSteps Financial, Inc.114,061$3.13M2%+1,64813F-HRTimeline
MTM FINANCIAL GROUP, LLC114,595$3.13M1.49%-13,81813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC113,639$3.12M0.18%+5913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.113,372$3.11M0.13%+14613F-HRTimelineGroup
SageGuard Financial Group, LLC113,284$3.11M0.49%13F-HRTimeline
ProVise Management Group, LLC113,146$3.1M0.22%-17,21313F-HRTimeline
McGrath & Associates, Inc.112,693$3.09M4.39%+31713F-HRTimeline
Geneos Wealth Management Inc.112,317$3.08M0.08%+13,31713F-HRTimeline
CAP Partners, LLC111,967$3.07M1.74%-2,77113F-HRTimeline
WealthCare Investment Partners, LLC110,651$3.07M0.89%-22,13913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV111,779$3.07M0.56%-1,67513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC111,773$3.07M<0.01%-2,32113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/111,399$3.06M<0.01%+95213F-HRTimelineGroup
Coordinated Financial Services, Inc.111,205$3.05M1.75%+7,39913F-HRTimeline
Fortis Capital Management LLC110,893$3.04M0.4%+6,28113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…110,850$3.04M0.05%-16,24113F-HRTimelineGroup
North Star Investment Management Corp.110,746$3.04M0.19%+34,12813F-HRTimeline
First National Trust Co110,730$3.04M0.1%+1,92313F-HRTimeline
Larson Financial Group LLC109,836$3.01M0.1%-7,07213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…109,540$3M<0.01%-14,08213F-HRTimelineGroup
Woodside Wealth Management LLC109,081$2.99M2.23%+32813F-HRTimeline
Madden Advisory Services, Inc.108,705$2.98M1.2%-86913F-HRTimeline
Ellenbecker Investment Group108,287$2.97M0.42%-7,49413F-HRTimeline
BFSG, LLC108,280$2.97M0.29%-50,29513F-HRTimeline
Zullo Investment Group, Inc.108,022$2.96M1.08%+18813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC107,995$2.96M0.68%+8,39313F-HRTimeline
Foundations Investment Advisors, LLC107,737$2.96M0.04%-88,72313F-HRTimeline
Flatrock Wealth Partners LLC106,863$2.93M1.41%13F-HR/ATimeline
SeaCrest Wealth Management, LLC104,592$2.92M0.3%-6,52013F-HRTimeline
Glassy Mountain Advisors, Inc.105,502$2.89M0.88%+68313F-HRTimeline
Nabity-Jensen Investment Management Inc104,369$2.86M1.94%-16,85413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC104,252$2.86M0.98%-1,43313F-HRTimeline
Bell Bank104,155$2.86M0.12%+36,21213F-HRTimeline
CWS Financial Advisors, LLC104,151$2.86M0.78%+2,29113F-HRTimeline
PKS Advisory Services, LLC104,000$2.85M0.65%+1,45113F-HRTimeline
Independent Solutions Wealth Management…103,863$2.85M0.52%+1,35413F-HRTimeline
Choate Investment Advisors103,014$2.83M0.06%013F-HRTimeline
Princeton Global Asset Management LLC102,924$2.82M0.46%+5,81513F-HRTimeline
Milestones Private Investment Advisors …102,615$2.81M1.94%-29,97113F-HRTimeline
Vise Technologies, Inc.102,454$2.81M0.06%+90,52813F-HRTimeline
Chesapeake Wealth Management102,438$2.81M0.84%-2,85913F-HRTimeline
Investment Advisory Group, LLC102,129$2.8M0.72%-17,31613F-HRTimeline
Sage Investment Advisers LLC101,817$2.79M2.09%13F-HRTimeline
Clearstead Trust, LLC101,741$2.79M0.44%-12,10113F-HRTimeline
Safeguard Investment Advisory Group, LLC101,724$2.79M0.71%-3,21013F-HRTimeline
Bluespring Wealth Management, LLC101,560$2.79M0.24%-14,16113F-HRTimeline
Selby Wealth Management, LLC101,517$2.78M1.12%13F-HRTimeline
Argent Trust Co101,445$2.78M0.1%+4,38013F-HRTimeline
Wedmont Private Capital99,717$2.78M0.1%+4,95913F-HRTimeline
BEAM WEALTH ADVISORS, INC.101,424$2.78M0.76%+58513F-HRTimeline
WCG Wealth Advisors LLC101,284$2.78M0.08%+12,39213F-HRTimeline
Raab & Moskowitz Asset Management LLC100,978$2.77M0.61%+10,69313F-HRTimeline
Scott & Selber, Inc.100,825$2.77M0.69%-2,97113F-HRTimeline
HEADINVEST, LLC100,556$2.76M0.55%-33513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC100,211$2.75M0.04%+29,85013F-HRTimeline
Sowell Financial Services LLC99,965$2.74M0.1%+6,17313F-HRTimeline
LS Investment Advisors, LLC99,526$2.73M0.38%-9,75413F-HRTimeline
Aspen Grove Capital, LLC98,914$2.71M0.47%-10,27313F-HRTimeline
BlueStem Wealth Partners, LLC98,456$2.7M0.3%-1,52213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC98,001$2.69M0.01%+11,06213F-HRTimeline
Everhart Financial Group, Inc.97,982$2.69M0.25%-8,03113F-HRTimeline
Crewe Advisors LLC97,242$2.67M0.24%+2,06513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC96,630$2.65M1.94%-3,44913F-HRTimeline
John W. Brooker & Co., CPAs96,538$2.65M4.74%+5,79713F-HRTimeline
Krilogy Financial LLC90,703$2.65M0.09%+6,45313F-HRTimeline
Freestate Advisors LLC96,458$2.65M2.15%+8,53413F-HRTimeline
NWF Advisory Services Inc.96,361$2.64M0.29%-44,16513F-HRTimeline
Roehl & Yi Investment Advisors, LLC128,837$2.63M1.05%+2,10413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC95,410$2.62M0.59%-2,33213F-HRTimeline
Verus Financial Partners, Inc.89,623$2.62M0.24%-944,73913F-HRTimeline
Atlas Wealth Partners, LLC95,289$2.61M2.87%+1,17313F-HRTimeline
Revolve Wealth Partners, LLC94,945$2.6M0.31%-19613F-HRTimeline
10Elms LLP94,613$2.6M2.38%-11,73113F-HRTimeline
FMA Wealth Management, LLC94,611$2.6M1.68%-4,42413F-HRTimeline
Jacobi Capital Management LLC93,857$2.57M0.15%-5,49713F-HRTimeline
Hurley Capital, LLC93,499$2.56M1.44%+5,10113F-HRTimeline
Welch & Forbes LLC92,277$2.53M0.03%-1,23313F-HRTimeline
Caldwell Trust Co92,078$2.53M0.22%+2,96713F-HRTimeline
Journey Beyond Wealth, LLC91,979$2.52M2.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.91,816$2.52M0.8%-63,93313F-HRTimeline
Sound Income Strategies, LLC86,484$2.5M0.12%+53,39513F-HRTimeline
Fiscal Wisdom Wealth Management, LLC90,929$2.49M2.35%+4,59413F-HRTimeline
White Knight Strategic Wealth Advisors,…90,635$2.49M1.82%+14,59813F-HRTimeline
Cypress Wealth Services, LLC90,509$2.48M0.34%-9,18213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC90,479$2.48M0.02%-51013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC90,440$2.48M0.12%+3,88613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH90,178$2.47M0.71%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC90,791$2.47M1.14%+13,75313F-HRTimeline
BLB&B Advisors, LLC89,998$2.47M0.1%+15,42313F-HRTimeline
Texas Capital Bank Wealth Management Se…89,992$2.47M0.14%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA89,807$2.46M1.11%-1,90013F-HRTimeline
XY Planning Network, Inc.89,258$2.45M0.43%+39,69513F-HRTimeline
MYECFO, LLC89,185$2.45M1.04%+2,25813F-HRTimeline
Stonebridge Financial Planning Group, L…88,983$2.44M0.88%-1,07613F-HRTimeline
Opes Wealth Management LLC88,808$2.44M0.41%+88313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC88,414$2.43M0.36%-34913F-HRTimeline
Piedmont Capital Management, LLC/NC88,180$2.42M1.59%13F-HRTimeline
EASTERN BANK88,168$2.42M0.04%-3,94013F-HRTimeline
Prime Capital Investment Advisors, LLC88,034$2.41M0.03%-3,26013F-HRTimeline
Millennium Capital Advisors, LLC88,019$2.41M1.42%-2,86013F-HRTimeline
Providence Capital Advisors, LLC87,126$2.39M0.4%+6,01513F-HRTimeline
WEALTHGARDEN F.S. LLC81,527$2.38M1.57%+1,97113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.85,493$2.35M0.14%-35,85713F-HRTimelineGroup
RIA Advisory Group LLC85,314$2.34M0.57%+41213F-HRTimeline
SpringVest Wealth Management LLC85,282$2.34M1.63%+4513F-HRTimeline
WESBANCO BANK INC85,202$2.34M0.06%-32,80513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…83,988$2.3M0.62%-19,41613F-HRTimeline
Patriot Financial Group Insurance Agenc…83,289$2.28M0.27%+10,50413F-HRTimeline
B. Riley Wealth Advisors, Inc.83,023$2.28M0.11%-14,32313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC82,998$2.28M0.3%+14,66613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC82,961$2.28M1.57%+64,71813F-HRTimeline
Physician Wealth Advisors, Inc.82,682$2.27M0.32%-1,47413F-HRTimeline
Directional Asset Management82,615$2.27M1.99%13F-HRTimeline
Barnes Wealth Management Group, Inc82,553$2.26M1.21%-2,34613F-HRTimeline
First National Bank of Mount Dora, Trus…82,452$2.26M0.49%013F-HRTimeline
Todd Wealth Management, LLC82,393$2.26M2.04%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.81,831$2.24M<0.01%+41,72513F-HRTimelineGroup
Fermata Advisors, LLC81,473$2.23M0.54%-1,33013F-HRTimeline
Balentine LLC81,459$2.23M0.08%013F-HRTimeline
Great Waters Wealth Management81,142$2.23M0.24%+1,52713F-HRTimeline
Synergy Investment Management, LLC81,136$2.23M0.79%-20,49913F-HRTimeline
Second Half Financial Partners, LLC81,107$2.22M0.99%-16413F-HRTimeline
Bangor Savings Bank80,720$2.21M0.18%-57813F-HRTimeline
Smith Partners Wealth Management, LLC80,482$2.21M2.03%13F-HRTimeline
Aprio Wealth Management, LLC79,182$2.2M0.13%+42613F-HRTimeline
Oakmont Investment Advisors, Inc.79,927$2.19M1.61%13F-HRTimeline
J HAGAN CAPITAL, INC.79,785$2.19M1.21%new13F-HRTimeline
Miramar Capital, LLC79,770$2.19M0.48%+2,16113F-HRTimeline
RDA Financial Network79,637$2.18M0.53%+7,31413F-HRTimeline
Financial Engines Advisors L.L.C.79,504$2.18M<0.01%+9,84513F-HRTimeline
Valeo Financial Advisors, LLC79,438$2.18M0.05%-36,59813F-HRTimeline
Bison Wealth, LLC71,541$2.17M0.24%-19,48813F-HRTimeline
Pasadena Private Wealth, LLC78,885$2.16M0.3%-2,03913F-HRTimeline
Armor Investment Advisors, LLC78,705$2.16M0.79%-16,64613F-HRTimeline
Centennial Advisors, LLC78,569$2.16M2.8%13F-HRTimeline
Fairscale Capital, LLC77,985$2.14M1.42%+4,39213F-HRTimeline
Empirical Financial Services, LLC d.b.a…77,726$2.13M0.04%-18,34513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC77,668$2.13M0.1%+25,18513F-HRTimeline
Note Advisors, LLC73,039$2.13M1.09%+6,66013F-HRTimeline
Clarius Group, LLC76,831$2.11M0.12%+1,98513F-HRTimeline
Boyer Financial Services, Inc.75,591$2.1M2.22%13F-HRTimeline
CPC Advisors, LLC76,402$2.1M0.21%-2,37113F-HRTimeline
MassMutual Private Wealth & Trust, FSB75,875$2.08M0.05%+11,65013F-HRTimeline
MainStreet Investment Advisors LLC75,875$2.08M0.3%+8,26513F-HRTimeline
HighPoint Advisor Group LLC75,352$2.07M0.05%new13F-HRTimeline
Aurora Private Wealth, Inc.74,967$2.05M1.35%13F-HRTimeline
Peregrine Asset Advisers, Inc.74,575$2.05M0.58%+1713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV74,510$2.04M0.56%-6,85513F-HRTimeline
Latitude Advisors, LLC74,303$2.04M0.9%+1,39713F-HRTimeline
Retirement Planning Group, LLC74,048$2.03M0.07%+20913F-HRTimeline
MFG WEALTH MANAGEMENT, INC.73,230$2.01M1.57%+46213F-HRTimeline
Capital Squared Financial LLC73,117$2.01M1.56%+2,44613F-HRTimeline
Core Wealth Advisors, Inc.72,896$2M0.52%+5,85413F-HRTimeline