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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers
2,126
13F filers
2,150
New
162
Added
1,079
Reduced
640
Sold out
78
Shares held by filers
834,800,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
INTERNATIONAL ASSETS INVESTMENT MANAGEM…78,241$2.49M0.15%+10,22113F-HRTimeline
Factor Wealth Management LTD78,334$2.48M0.38%+24,61813F-HRTimeline
Csenge Advisory Group78,268$2.48M0.1%-69613F-HRTimeline
Great Waters Wealth Management77,319$2.45M0.23%-3,43413F-HRTimeline
Bison Wealth, LLC75,628$2.44M0.22%+8,36113F-HRTimeline
Bangor Savings Bank76,656$2.43M0.18%-82013F-HRTimeline
HAZLETT, BURT & WATSON, INC.76,551$2.43M0.65%-91513F-HRTimeline
Madison Wealth Partners, Inc76,620$2.43M0.31%+18,97113F-HRTimeline
Bleakley Financial Group, LLC76,479$2.43M0.03%+17,19413F-HRTimeline
Note Advisors, LLC76,417$2.42M1.05%+1,95413F-HRTimeline
TD Capital Management LLC75,924$2.41M0.2%+29,15313F-HRTimeline
SageView Advisory Group, LLC75,919$2.41M0.08%+47,16613F-HRTimeline
Comprehensive Financial Planning, Inc./…75,886$2.41M1.28%+17,60313F-HRTimeline
Synergy Investment Management, LLC75,881$2.41M0.58%-2,04313F-HRTimeline
Capital Advisors, Ltd. LLC75,465$2.39M0.24%+24,64613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.75,202$2.38M0.97%+13,66813F-HRTimeline
Asset Dedication, LLC74,949$2.38M0.15%+7,13513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC74,656$2.37M0.06%+42,02313F-HRTimeline
Evanson Financial, LLC74,231$2.35M0.12%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC73,825$2.34M0.16%-1,25613F-HRTimelineGroup
FIDUCIENT ADVISORS LLC73,330$2.33M0.33%+3,80513F-HRTimeline
EASTERN BANK73,328$2.33M0.04%-7,75713F-HRTimeline
GHP Investment Advisors, Inc.73,315$2.32M0.09%+1,04313F-HRTimeline
Haverford Trust Co73,124$2.32M0.02%+26,96313F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH72,963$2.31M0.62%013F-HRTimeline
VILLERE ST DENIS J & CO LLC72,716$2.31M0.28%new13F-HRTimeline
NWF Advisory Services Inc.72,356$2.29M0.22%-36,45313F-HRTimeline
Peachtree Investment Partners, LLC72,242$2.29M0.73%-102,63513F-HRTimeline
B & T Capital Management DBA Alpha Capi…71,828$2.28M0.3%-1,35013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC71,706$2.27M0.04%+1,26613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…71,648$2.27M0.12%+16,86313F-HRTimeline
Retirement Planning Group, LLC71,436$2.27M0.06%+2,63713F-HRTimeline
Strive Financial Group ,LLC71,254$2.26M0.98%+51,61013F-HR/ATimeline
Mainsail Financial Group, LLC71,087$2.25M0.77%-51,36013F-HRTimeline
Weaver Consulting Group70,802$2.25M0.46%+41413F-HRTimeline
B. Riley Wealth Advisors, Inc.70,247$2.24M0.12%+4,61413F-HRTimeline
Simplicity Wealth,LLC70,212$2.23M0.08%+12,41013F-HRTimeline
RWA WEALTH PARTNERS, LLC69,854$2.22M0.02%+3,28913F-HRTimeline
GWN SECURITIES INC.69,489$2.2M0.37%+8,06013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV69,237$2.2M0.56%-5,28213F-HRTimeline
Bernard Wealth Management Corp.69,081$2.19M0.81%+2913F-HRTimeline
Ankerstar Wealth, LLC68,662$2.18M1.83%+1,63113F-HRTimeline
BG Investment Services, LLC68,043$2.16M1.55%+10,00413F-HRTimeline
VIAWEALTH, LLC67,997$2.16M1.08%+51513F-HRTimeline
Whitener Capital Management, Inc.67,963$2.16M0.46%-27413F-HRTimeline
My Personal CFO, LLC67,890$2.15M0.84%+7,41913F-HRTimeline
Verus Financial Partners, Inc.67,820$2.15M0.18%-5,93413F-HRTimeline
Todd Wealth Management, LLC67,729$2.15M1.63%-2,05413F-HRTimeline
Park Edge Advisors, LLC66,837$2.12M0.45%+1,16313F-HRTimeline
Ignite Planners, LLC66,419$2.11M0.29%+15,60213F-HRTimeline
Founders Financial Alliance, LLC66,220$2.1M0.28%+73113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC65,994$2.09M0.13%+3,42213F-HRTimeline
WULFF, HANSEN & CO.65,973$2.09M1.6%+11,70013F-HRTimeline
CPC Advisors, LLC65,892$2.09M0.28%-8,98813F-HRTimeline
Astoria Portfolio Advisors LLC.65,420$2.07M0.35%+2,65713F-HRTimeline
Wise Wealth Partners65,175$2.07M3.51%new13F-HRTimeline
Indie Asset Partners, LLC64,913$2.06M1.97%+9,00913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC64,670$2.05M1.17%+2,12113F-HRTimeline
Traynor Capital Management, Inc.64,554$2.05M0.1%+15,01613F-HRTimeline
MFG WEALTH MANAGEMENT, INC.64,208$2.04M1.46%-8,68313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC64,206$2.04M0.62%+1,89013F-HRTimeline
KG Capital Management63,845$2.02M1.2%+13,66713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC63,624$2.02M1.34%-40013F-HRTimeline
Tempo Wealth, LLC63,566$2.02M0.3%+33,18313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC63,521$2.01M<0.01%+15,43813F-HRTimelineGroup
Teamwork Financial Advisors, LLC63,486$2.01M0.19%+1,03213F-HRTimeline
Wills Financial Group LLC63,280$2.01M0.73%+27113F-HRTimeline
Inscription Capital, LLC63,182$2M0.18%+2,98313F-HRTimeline
Joel Isaacson & Co., LLC63,112$2M0.06%+2,08413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC62,537$1.98M0.29%+8,05713F-HRTimeline
Birchwood Financial Partners, Inc.62,385$1.98M1.62%+10,39013F-HRTimeline
San Luis Wealth Advisors LLC62,195$1.97M0.3%+48513F-HRTimeline
Clear Creek Financial Management, LLC62,011$1.97M0.13%+4,11513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC61,957$1.96M0.03%+7,54513F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC61,939$1.96M0.31%+42,43213F-HRTimeline
Bogart Wealth, LLC61,655$1.96M0.07%+13,75313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS61,365$1.95M<0.01%-150,08613F-HRTimelineGroup
Ironwood Investment Counsel, LLC61,335$1.94M0.26%+4,45613F-HRTimeline
Insight Inv LLC61,110$1.94M0.91%+4,17113F-HRTimeline
Armor Investment Advisors, LLC60,953$1.93M0.62%-6,18413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC60,711$1.93M0.13%+6,44213F-HRTimeline
Verity Asset Management, Inc.60,638$1.92M0.73%+19,44713F-HRTimeline
TWO SIGMA SECURITIES, LLC60,381$1.91M0.17%-50,72213F-HRTimeline
URS Advisory LLC59,988$1.9M1.06%+9,38713F-HRTimeline
Thrive Wealth Management, LLC59,845$1.9M0.24%+7,06513F-HRTimeline
Ethos Financial Group, LLC56,034$1.9M0.13%-90113F-HRTimeline
Advisory Resource Group59,694$1.89M0.28%+10,85513F-HRTimeline
Foster Victor Wealth Advisors, LLC58,702$1.89M0.1%+24,73313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…59,471$1.89M0.21%+2,37313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC59,391$1.88M0.31%+10,35613F-HRTimeline
Van Hulzen Asset Management, LLC58,778$1.86M0.13%+26,66013F-HRTimeline
WORLD EQUITY GROUP, INC.58,549$1.86M0.42%-1,02013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…58,272$1.85M0.05%+58,20013F-HRTimelineGroup
Carroll Advisory Group, LLC58,255$1.85M0.61%+5,58513F-HRTimeline
Bond & Devick Financial Network, Inc.58,249$1.85M0.45%+67013F-HRTimeline
Genesee Capital Advisors, LLC58,238$1.85M0.58%-80,51213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC58,169$1.84M1.08%-5,39813F-HRTimeline
Agate Pass Investment Management, LLC57,979$1.84M0.68%-2,34113F-HRTimeline
ETF Store, Inc.57,883$1.84M1.54%+5,88213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC57,864$1.83M0.35%+3,37013F-HR/ATimeline
BOK Financial Private Wealth, Inc.57,698$1.83M0.09%-3,49613F-HRTimeline
Modus Advisors, LLC57,662$1.83M0.45%+113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV57,647$1.83M0.09%-357,93113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV57,230$1.81M0.58%-3213F-HRTimeline
Probity Advisors, Inc.57,227$1.81M0.26%-2,97613F-HRTimeline
Westview Management dba Westview Invest…57,186$1.81M0.89%+55613F-HRTimeline
Next Capital Management LLC56,932$1.81M0.49%+16,01213F-HRTimeline
Prospect Financial Services LLC56,922$1.81M0.91%+11,71613F-HRTimeline
One Charles Private Wealth Services, LLC56,849$1.8M0.42%013F-HRTimeline
Enclave Advisors LLC56,712$1.8M0.23%-145,47613F-HRTimeline
Cornerstone Wealth Management, LLC56,686$1.8M0.08%+13,20113F-HRTimeline
First Growth Capital LLC56,645$1.8M1.36%013F-HRTimeline
Cottage Street Advisors LLC56,619$1.8M0.69%-96713F-HRTimeline
BIP Wealth, LLC56,538$1.79M0.05%+1,48013F-HRTimeline
Triton Wealth Management, PLLC55,398$1.79M0.55%+16,93313F-HRTimeline
Ally Invest Advisors Inc.56,231$1.78M0.11%+5,19813F-HRTimeline
Ashton Thomas Private Wealth, LLC55,886$1.77M0.04%-96,49013F-HRTimeline
Steelhead Wealth Management LLC55,723$1.77M0.71%+6,03813F-HRTimeline
BCGM Wealth Management, LLC55,332$1.75M0.37%-4,72513F-HRTimeline
Parkside Financial Bank & Trust55,271$1.75M0.12%+15413F-HRTimeline
Aurora Private Wealth, Inc.55,142$1.75M1.11%+19713F-HRTimeline
Centurion Wealth Management LLC54,649$1.73M0.41%+1,88813F-HRTimeline
Barnes Wealth Management Group, Inc54,626$1.73M0.8%-1,53113F-HRTimeline
Sagace Wealth Management LLC54,593$1.73M1.09%+62013F-HRTimeline
Rollins Financial Advisors, LLC54,549$1.73M0.23%-1,21913F-HRTimeline
KLCM Advisors, Inc.54,447$1.73M0.14%+4,56713F-HRTimeline
Capasso Planning Partners LLC54,379$1.72M0.86%+1,41613F-HRTimeline
LANARK FINANCIAL, INC.54,095$1.72M0.12%-57,40913F-HRTimeline
Register Financial Advisors LLC53,809$1.71M0.52%+4,97713F-HRTimeline
ROTHSCHILD INVESTMENT LLC53,770$1.71M0.06%+2,59813F-HRTimeline
GREAT LAKES ADVISORS, LLC53,748$1.7M0.01%-12513F-HRTimeline
Capital Square, LLC52,540$1.7M0.75%+26013F-HRTimeline
Summit Wealth Partners, LLC53,665$1.7M0.24%+6,40313F-HRTimeline
REDW Wealth LLC53,561$1.7M0.61%+89513F-HRTimeline
J. Derek Lewis & Associates Inc.53,453$1.7M0.32%+1,15013F-HRTimeline
Anson Capital, Inc.53,364$1.69M1.1%+20,48313F-HRTimeline
LexAurum Advisors, LLC53,333$1.69M0.2%+8,55113F-HRTimeline
GC Wealth Management RIA, LLC52,792$1.67M0.1%-11,12613F-HRTimeline
Signet Investment Advisory Group, Inc.52,703$1.67M0.74%+15513F-HRTimeline
DIVERSIFIED TRUST CO52,646$1.67M0.03%+3,28713F-HRTimeline
McAdam, LLC52,518$1.67M0.06%-79,51713F-HRTimeline
Oasis Advisors, LLC52,250$1.66M1.08%new13F-HRTimeline
Clark Wealth Partners52,140$1.65M0.93%-8213F-HRTimeline
WEST BANCORPORATION INC51,986$1.65M0.7%-2,53413F-HRTimeline
Hidden Cove Wealth Management, LLC51,689$1.64M0.9%-95,03913F-HRTimeline
AssuredPartners Investment Advisors, LLC51,530$1.63M0.16%+82913F-HRTimeline
PRIVATE TRUST CO NA51,489$1.63M0.13%+2,66813F-HRTimeline
Indivisible Partners51,334$1.63M0.09%+39,18913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.51,240$1.62M0.66%-1,43413F-HRTimeline
Pacific Wealth Strategies Group, Inc.51,235$1.62M0.93%+1,61013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…51,174$1.62M0.03%+313F-HRTimelineGroup
Semus Wealth Partners LLC51,161$1.62M0.78%-15613F-HRTimeline
EHRLICH FINANCIAL GROUP51,142$1.62M0.83%+4,58213F-HRTimeline
Missouri Trust & Investment Co48,392$1.62M0.44%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC50,960$1.62M0.03%-1,57013F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC50,368$1.6M1.4%-281,96213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO49,683$1.58M0.17%013F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC49,630$1.57M0.73%-4,26313F-HRTimeline
CAPITAL ADVISORS INC/OK49,543$1.57M0.02%-34413F-HRTimeline
Wellington Grp LLC49,246$1.56M0.41%-7,80713F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…46,540$1.56M0.32%+1,13013F-HRTimeline
Milestone Asset Management Group, LLC49,065$1.56M0.78%-2,49513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA49,015$1.55M0.03%new13F-HRTimelineGroup
OUTFITTERS FINANCIAL LLC48,955$1.55M1.09%013F-HRTimeline
Opus Financial Solutions LLC48,910$1.55M1.25%-7,07613F-HRTimeline
W ADVISORS, LLC48,852$1.55M0.7%+1,89313F-HRTimeline
Elmwood Wealth Management, Inc.48,625$1.54M0.39%+11,77713F-HRTimeline
Washington Trust Advisors, Inc.48,441$1.54M0.11%+2,29613F-HRTimeline
Royal Capital Wealth Management, LLC48,099$1.53M0.86%+38213F-HRTimeline
HAMEL ASSOCIATES, INC.47,995$1.52M0.42%-18,65113F-HRTimeline
Smith Partners Wealth Management, LLC47,856$1.52M1.21%-20,85113F-HRTimeline
Galvin, Gaustad & Stein, LLC47,835$1.52M0.11%-7613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC47,595$1.51M0.91%+8913F-HRTimeline
Glass Jacobson Investment Advisors llc47,590$1.51M0.47%+4,80813F-HRTimeline
Regatta Research & Money Management47,580$1.51M1.43%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC47,556$1.51M0.02%+2,20113F-HRTimeline
Fisher Asset Management, LLC47,519$1.51M<0.01%-20,50713F-HRTimeline
OpenArc Corporate Advisory, LLC46,978$1.49M0.02%+9413F-HRTimeline
Costello Asset Management, INC46,933$1.49M0.45%+37013F-HRTimeline
BLVD Private Wealth, LLC46,908$1.49M1.11%-1,96113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC46,886$1.49M0.26%+1,83213F-HRTimeline
TruNorth Capital Management, LLC46,795$1.48M0.24%-8313F-HRTimeline
McGlone Suttner Wealth Management, Inc.46,745$1.48M0.17%+1,08313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV46,666$1.48M1.16%-83913F-HRTimeline
Fulcrum Equity Management46,574$1.48M1.19%-29,57913F-HRTimeline
Cornerstone Wealth Group, LLC46,378$1.47M0.09%+1,70213F-HRTimeline
Tull Financial Group, Inc.46,302$1.47M0.57%-1,51913F-HRTimeline
Colter Lewis Investment Partners LLC46,262$1.47M0.65%+13,04513F-HRTimeline
WealthBridge Capital Management, LLC46,155$1.46M0.29%+41313F-HRTimeline
One Capital Management, LLC47,515$1.46M0.04%013F-HRTimeline
Catalyst Investment Management LLC45,839$1.45M1.32%+29,58113F-HRTimeline
Disciplined Investors, L.L.C.45,725$1.45M0.73%+12513F-HRTimeline
Grantvest Financial Group LLC45,620$1.45M0.84%+3,43913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/45,372$1.44M<0.01%+4,22513F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC45,382$1.44M1%+2,05913F-HRTimeline
LANDAAS & CO /WI /ADV45,348$1.44M0.26%+74013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC45,116$1.43M0.39%+7,92513F-HRTimeline
Jupiter Wealth Management LLC45,000$1.43M0.57%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…44,999$1.43M0.99%+1,43713F-HRTimeline
Evergreen Wealth Management, LLC44,858$1.42M0.67%+10013F-HRTimeline