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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Warwick Investment Management, Inc.136,010$4.17M0.6%+1,71513F-HRTimeline
Roundview Capital LLC135,884$4.17M0.26%+3,30913F-HRTimeline
Anchor Investment Management, LLC135,055$4.14M0.35%+7,10713F-HRTimeline
NewEdge Wealth, LLC134,965$4.14M0.05%-6,24413F-HRTimeline
First Heartland Consultants, Inc.134,485$4.13M0.32%+8,62713F-HRTimeline
KKM Financial LLC150,096$4.12M0.73%013F-HRTimeline
TPG Advisors LLC134,015$4.11M2.56%+5,24413F-HRTimeline
Lexington Hill Partners, LLC133,903$4.11M2.33%+80,80413F-HRTimeline
Caliber Wealth Management, LLC / KS133,767$4.1M0.45%-6,67913F-HRTimeline
Northstar Group, Inc.133,203$4.09M0.58%-83313F-HRTimeline
CPWA, LLC128,527$4.08M4.88%13F-HRTimeline
MOR Wealth Management, LLC132,858$4.08M1.87%-15,88813F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC132,472$4.06M2.2%-2,81313F-HR/ATimeline
Meridian Wealth Management, LLC132,255$4.06M0.14%+6,35013F-HRTimeline
McAdam, LLC132,035$4.05M0.18%+1,68113F-HRTimeline
Cambridge Advisors Inc.130,216$4M0.78%-51013F-HRTimeline
SIMON QUICK ADVISORS, LLC130,160$3.99M0.18%+70113F-HRTimeline
BXM Wealth LLC129,746$3.98M3.06%-4,95213F-HRTimeline
Capital Investment Advisors, LLC129,639$3.98M0.06%+1,03613F-HR/ATimeline
North Forty Two & Co.129,558$3.97M3.67%+12,37013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding129,263$3.97M+58,098Timeline
Vestmark Advisory Solutions, Inc.129,214$3.96M0.04%+7,07313F-HRTimeline
WPG Advisers, LLC129,092$3.96M2.92%-4,54213F-HRTimeline
Cedarwood Wealth LLC128,818$3.95M3.99%+8,95013F-HRTimeline
Fortis Capital Management LLC128,469$3.94M0.53%+17,57613F-HRTimeline
Sowell Financial Services LLC127,959$3.93M0.15%+27,99413F-HRTimeline
Transcendent Capital Group LLC126,425$3.88M1.77%-10,17613F-HRTimeline
SeaCrest Wealth Management, LLC126,410$3.88M0.41%+21,81813F-HRTimeline
Mengis Capital Management, Inc.125,703$3.86M0.66%+5,12013F-HRTimeline
Garden State Investment Advisory Servic…125,609$3.86M0.92%+1,93513F-HRTimeline
Nadler Financial Group, Inc.125,643$3.85M0.37%-735,25913F-HRTimeline
Decker Wealth Management LLC125,629$3.85M0.88%-2,17813F-HRTimeline
Sachetta, LLC124,686$3.83M2.07%+13613F-HRTimeline
Sovran Advisors, LLC119,240$3.82M0.3%-2,82013F-HRTimeline
RVW Wealth, LLC124,348$3.81M0.3%-18,12113F-HRTimeline
AlphaCore Capital LLC123,222$3.78M0.09%-85,87513F-HRTimeline
Hilton Head Capital Partners, LLC122,911$3.77M2.13%+1,53513F-HRTimeline
Mainsail Financial Group, LLC122,447$3.76M1.57%-4,62913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC121,779$3.74M0.05%+21,56813F-HRTimeline
LifeSteps Financial, Inc.121,004$3.71M2.35%+6,94313F-HRTimeline
United Advisor Group, LLC120,868$3.71M0.46%+80213F-HRTimeline
COWA, LLC120,687$3.7M1%+60113F-HRTimeline
Maridea Wealth Management LLC120,620$3.7M0.54%-2,88613F-HRTimeline
Financial Designs Corp120,519$3.7M2.06%+93813F-HRTimeline
Vista Cima Wealth Management LLC120,093$3.68M3.64%-47,55613F-HRTimeline
WBH ADVISORY INC120,758$3.68M0.28%+4,04913F-HRTimeline
Zullo Investment Group, Inc.119,654$3.67M1.39%+11,63213F-HRTimeline
WARNER FINANCIAL, INC119,454$3.67M1.26%+78713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.118,992$3.65M0.2%+5,62013F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC118,543$3.64M0.21%+4,90413F-HRTimeline
Tenzing Financial LLC118,309$3.64M2.73%+3,66113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV117,129$3.59M0.66%+5,35013F-HRTimeline
First National Trust Co115,706$3.55M0.12%+4,97613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers114,714$3.52M<0.01%+53,06513F-HRTimelineGroup
Clearstead Trust, LLC114,434$3.51M0.57%+12,69313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/113,777$3.49M<0.01%+2,37813F-HRTimelineGroup
CAP Partners, LLC113,607$3.49M1.97%+1,64013F-HRTimeline
Empirical Financial Services, LLC d.b.a…113,265$3.47M0.06%+35,53913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC113,132$3.47M0.13%new13F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.112,874$3.46M0.86%+11,45013F-HRTimeline
Olistico Wealth, LLC112,826$3.46M1.71%-9,79913F-HRTimeline
Orion Capital Management LLC112,507$3.45M1.19%-5,47213F-HRTimeline
SageGuard Financial Group, LLC112,325$3.45M0.53%-95913F-HRTimeline
LANARK FINANCIAL, INC.111,504$3.42M0.26%-13,62713F-HRTimeline
TWO SIGMA SECURITIES, LLC111,103$3.41M0.4%-27,84113F-HRTimeline
Cambridge Financial Group, LLC110,481$3.39M1.15%-22,25713F-HRTimeline
MOKAN Wealth Management Inc.110,469$3.39M1.5%-9,67113F-HRTimeline
Foundations Investment Advisors, LLC110,124$3.38M0.04%+2,38713F-HRTimeline
Chesapeake Wealth Management109,837$3.37M1.03%+7,39913F-HRTimeline
McGrath & Associates, Inc.109,677$3.36M4.95%-3,01613F-HRTimeline
Bravera Wealth109,149$3.35M1.51%-10,32613F-HRTimeline
Coordinated Financial Services, Inc.109,054$3.35M1.93%-2,15113F-HRTimeline
Equity Wealth Partners, LLC109,030$3.35M2.16%-18,49313F-HRTimeline
NWF Advisory Services Inc.108,809$3.34M0.38%+12,44813F-HRTimeline
Ellenbecker Investment Group108,794$3.34M0.45%+50713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC108,245$3.32M<0.01%-3,52813F-HRTimelineGroup
Geneos Wealth Management Inc.107,338$3.29M0.08%-4,97913F-HRTimeline
Strategic Investment Solutions, Inc. /IL107,236$3.29M0.79%-13,03213F-HRTimeline
Larson Financial Group LLC106,543$3.27M0.1%-3,29313F-HRTimeline
HEADINVEST, LLC106,276$3.26M0.67%+5,72013F-HRTimeline
ProVise Management Group, LLC106,110$3.26M0.23%-7,03613F-HRTimeline
10Elms LLP105,932$3.25M2.05%+11,31913F-HRTimeline
Financial Solutions Advisory Group, Inc.105,289$3.23M0.45%13F-HRTimeline
CWS Financial Advisors, LLC105,153$3.23M0.83%+1,00213F-HRTimeline
Sage Investment Advisers LLC105,620$3.22M2.39%+3,80313F-HRTimeline
Independent Solutions Wealth Management…104,974$3.22M0.47%+1,11113F-HRTimeline
MTM FINANCIAL GROUP, LLC105,334$3.21M1.51%-9,26113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC104,590$3.21M0.01%-23,01813F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC104,366$3.2M1.16%+11413F-HRTimeline
Glassy Mountain Advisors, Inc.104,081$3.19M0.99%-1,42113F-HRTimeline
Flatrock Wealth Partners LLC103,500$3.18M1.43%-3,36313F-HRTimeline
Crewe Advisors LLC103,487$3.17M0.27%+6,24513F-HRTimeline
BFSG, LLC103,473$3.17M0.3%-4,80713F-HRTimeline
STAR Financial Bank103,106$3.16M1.49%+95,39013F-HRTimeline
WealthCare Investment Partners, LLC103,494$3.16M0.88%-7,15713F-HRTimeline
Choate Investment Advisors103,014$3.16M0.06%013F-HRTimeline
Freestate Advisors LLC102,255$3.14M2.51%+5,79713F-HRTimeline
WCG Wealth Advisors LLC102,015$3.13M0.09%+73113F-HRTimeline
CORDA Investment Management, LLC.101,958$3.13M0.22%-18,58913F-HRTimeline
Hurley Capital, LLC101,383$3.11M1.67%+7,88413F-HRTimeline
Wedmont Private Capital100,519$3.1M0.1%+80213F-HRTimeline
John W. Brooker & Co., CPAs100,338$3.08M4.85%+3,80013F-HRTimeline
Bare Financial Services, Inc100,320$3.08M0.81%+56,90013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC99,857$3.06M1.35%+9,06613F-HR/ATimeline
KFG WEALTH MANAGEMENT, LLC99,685$3.06M0.4%+16,68713F-HRTimeline
Fiscal Wisdom Wealth Management, LLC99,576$3.05M2.93%+8,64713F-HRTimeline
Woodside Wealth Management LLC99,496$3.05M2.38%-9,58513F-HRTimeline
Roehl & Yi Investment Advisors, LLC132,271$3.04M1.14%+3,43413F-HRTimeline
Selby Wealth Management, LLC99,112$3.04M1.2%-2,40513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding98,994$3.04M+27,721Timeline
Investment Advisory Group, LLC98,163$3.01M0.77%-3,96613F-HRTimeline
Aspen Grove Capital, LLC98,104$3.01M0.59%-81013F-HRTimeline
Bluespring Wealth Management, LLC97,949$3.01M0.26%-3,61113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC97,823$3M0.68%-10,17213F-HRTimeline
Milestones Private Investment Advisors …97,705$3M2.64%-4,91013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC97,267$2.98M2.2%+63713F-HRTimeline
Peregrine Asset Advisers, Inc.97,097$2.98M0.8%+22,52213F-HRTimeline
MITCHELL SINKLER & STARR/PA96,879$2.97M1.37%+7,07213F-HRTimeline
Scott & Selber, Inc.96,623$2.96M0.77%-4,20213F-HRTimeline
MassMutual Private Wealth & Trust, FSB96,275$2.95M0.08%+20,40013F-HRTimeline
MainStreet Investment Advisors LLC96,275$2.95M0.44%+20,40013F-HRTimeline
Krilogy Financial LLC95,707$2.95M0.09%+5,00413F-HRTimeline
MYECFO, LLC95,292$2.92M1.22%+6,10713F-HRTimeline
Prime Capital Investment Advisors, LLC95,114$2.92M0.03%+7,08013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC95,076$2.92M0.62%-33413F-HRTimeline
Leo H. Evart, Inc.94,939$2.91M2.49%13F-HR/ATimeline
HighPoint Advisor Group LLC94,936$2.91M0.12%+19,58413F-HRTimeline
Revolve Wealth Partners, LLC94,546$2.9M0.38%-39913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…94,455$2.9M0.09%+51,66313F-HRTimelineGroup
Madden Advisory Services, Inc.93,781$2.88M1.13%-14,92413F-HRTimeline
Atlas Wealth Partners, LLC93,777$2.88M2.96%-1,51213F-HRTimeline
BCM ADVISORS, LLC91,020$2.87M0.57%+80,64713F-HRTimeline
Aspen Investment Management Inc93,094$2.86M0.87%+38,85013F-HRTimeline
BRIGHTON JONES LLC92,461$2.84M0.06%new13F-HR/ATimeline
BLB&B Advisors, LLC92,309$2.83M0.12%+2,31113F-HRTimeline
Welch & Forbes LLC92,277$2.83M0.04%013F-HRTimeline
Journey Beyond Wealth, LLC91,709$2.81M2.42%-27013F-HRTimeline
Vise Technologies, Inc.102,454$2.81M0.06%013F-HRTimeline
Everhart Financial Group, Inc.91,516$2.81M0.24%-6,46613F-HRTimeline
Sound Income Strategies, LLC91,802$2.8M0.14%+5,31813F-HRTimeline
FMA Wealth Management, LLC91,152$2.8M1.86%-3,45913F-HRTimeline
Jacobi Capital Management LLC90,366$2.77M0.15%-3,49113F-HRTimeline
Texas Capital Bank Wealth Management Se…89,992$2.76M0.16%013F-HRTimeline
Stonebridge Financial Planning Group, L…88,983$2.73M1%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.88,697$2.72M0.25%+3,20413F-HRTimelineGroup
Opes Wealth Management LLC88,671$2.72M0.46%-13713F-HRTimeline
Caldwell Trust Co88,542$2.72M0.24%-3,53613F-HRTimeline
Piedmont Capital Management, LLC/NC87,980$2.7M1.8%-20013F-HRTimeline
Providence Capital Advisors, LLC87,921$2.7M0.44%+79513F-HRTimeline
RIA Advisory Group LLC87,855$2.7M0.66%+2,54113F-HRTimeline
BKM Wealth Management, LLC87,667$2.69M0.98%-37,90413F-HRTimeline
Cypress Wealth Services, LLC87,192$2.68M0.38%-3,31713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC86,741$2.66M0.02%-3,73813F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…86,705$2.66M2.24%-3,93013F-HRTimeline
Core Wealth Advisors, Inc.86,664$2.66M0.63%+13,76813F-HRTimeline
Millennium Capital Advisors, LLC86,124$2.64M1.63%-1,89513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC85,997$2.64M0.38%-2,41713F-HRTimeline
Physician Wealth Advisors, Inc.85,371$2.62M0.36%+2,68913F-HRTimeline
Cornerstone Planning Group LLC82,366$2.61M0.35%-143,50113F-HRTimeline
XY Planning Network, Inc.85,267$2.6M0.42%-3,99113F-HRTimeline
Magnus Financial Group LLC84,695$2.6M0.21%+46,22413F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC84,197$2.58M1.8%+1,23613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…83,798$2.57M0.72%-19013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC83,531$2.56M1.64%-193,82513F-HRTimeline
BlueStem Wealth Partners, LLC83,412$2.56M0.28%-15,04413F-HRTimeline
Bryn Mawr Trust Advisors, LLC83,058$2.55M0.12%-7,38213F-HRTimeline
J HAGAN CAPITAL, INC.83,050$2.55M1.37%+3,26513F-HRTimeline
SpringVest Wealth Management LLC82,803$2.54M1.74%-2,47913F-HRTimeline
First National Bank of Mount Dora, Trus…82,452$2.53M0.55%013F-HRTimeline
WESBANCO BANK INC82,373$2.53M0.07%-2,82913F-HRTimeline
WEALTHGARDEN F.S. LLC82,240$2.52M1.72%+71313F-HRTimeline
Pasadena Private Wealth, LLC82,002$2.52M0.35%+3,11713F-HRTimeline
Root Financial Partners, LLC81,924$2.51M0.12%+22,32213F-HRTimeline
Financial Engines Advisors L.L.C.81,692$2.51M0.01%+2,18813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP81,491$2.5M0.14%+28,07613F-HRTimeline
Balentine LLC81,459$2.5M0.1%013F-HRTimeline
Boyer Financial Services, Inc.81,280$2.49M2.64%+5,68913F-HRTimeline
EASTERN BANK81,085$2.49M0.04%-7,08313F-HRTimeline
Great Waters Wealth Management80,753$2.48M0.26%-38913F-HRTimeline
Directional Asset Management80,712$2.48M2.26%-1,90313F-HRTimeline
Second Half Financial Partners, LLC80,669$2.47M1.11%-43813F-HRTimeline
Latitude Advisors, LLC80,642$2.47M1.13%+6,33913F-HRTimeline
Legacy Wealth Advisors, LLC80,500$2.47M1.26%new13F-HRTimeline
Argent Trust Co80,345$2.46M0.08%-21,10013F-HRTimeline
Financial Perspectives, Inc80,153$2.46M0.69%+13,58913F-HRTimeline
Centennial Advisors, LLC80,042$2.46M3.12%+1,47313F-HRTimeline
Capital Squared Financial LLC79,324$2.43M1.86%+6,20713F-HRTimeline
Fermata Advisors, LLC79,082$2.43M0.55%-2,39113F-HRTimeline
Csenge Advisory Group78,964$2.42M0.11%-42,73513F-HRTimeline
Miramar Capital, LLC78,835$2.42M0.54%-93513F-HRTimeline
RDA Financial Network78,078$2.4M0.6%-1,55913F-HRTimeline
Fairscale Capital, LLC78,015$2.39M1.66%+3013F-HRTimeline
Synergy Investment Management, LLC77,924$2.39M0.78%-3,21213F-HRTimeline
HAZLETT, BURT & WATSON, INC.77,466$2.38M0.74%-14,35013F-HRTimeline
Bangor Savings Bank77,476$2.38M0.19%-3,24413F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC77,367$2.37M1.54%+8,19413F-HRTimeline
Edgestream Partners, L.P.76,242$2.34M0.08%+41,81813F-HRTimeline
JMG Financial Group, Ltd.76,169$2.34M0.06%+9,20513F-HRTimeline
Fulcrum Equity Management76,153$2.34M2.27%new13F-HRTimeline
Aprio Wealth Management, LLC75,474$2.32M0.13%-3,70813F-HRTimeline