Skip to content
Disclosery

SCHD SCHWAB STRATEGIC TR

Follow

COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NAPLES GLOBAL ADVISORS, LLC68,165$1.86M0.17%+45,12113F-HRTimeline
OMNI 360 Wealth, Inc.67,892$1.85M1.23%+45,45513F-HR/ATimeline
BlueStem Wealth Partners, LLC67,774$1.85M0.24%13F-HRTimeline
Hurley Capital, LLC67,408$1.85M1.49%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP64,830$1.84M0.28%+47,76513F-HRTimeline
Trek Financial, LLC67,453$1.84M0.14%+37,92313F-HRTimeline
LifeSteps Financial, Inc.67,403$1.84M1.41%+46,22913F-HRTimeline
Graney & King, LLC67,364$1.84M1.39%13F-HRTimeline
Raab & Moskowitz Asset Management LLC66,859$1.83M0.45%+43,72913F-HRTimeline
Safeguard Financial, LLC66,756$1.82M0.4%+47,23913F-HRTimeline
Commonwealth Retirement Investments LLC66,731$1.82M0.75%+41,80313F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV66,558$1.82M0.28%+43,75113F-HRTimeline
Cutter & CO Brokerage, Inc.66,271$1.81M0.44%+44,45113F-HRTimeline
Guardian Asset Advisors, LLC66,228$1.81M1.16%+51,20013F-HRTimeline
Pasadena Private Wealth, LLC66,170$1.81M0.37%+44,41713F-HRTimeline
Verum Partners LLC65,762$1.8M0.52%+43,64613F-HRTimeline
FIDUCIENT ADVISORS LLC65,734$1.8M0.22%+43,14513F-HRTimeline
Grantvest Financial Group LLC64,889$1.77M1.98%13F-HRTimeline
Aurora Private Wealth, Inc.63,543$1.74M1.3%+40,91113F-HRTimeline
Private Advisory Group LLC63,532$1.74M0.19%+40,48313F-HR/ATimeline
Comprehensive Financial Planning, Inc./…63,464$1.73M1.46%13F-HRTimeline
Costello Asset Management, INC62,832$1.72M1.14%+51,93313F-HRTimeline
TIAAgroup of 2 filers holding62,479$1.71M+42,610Timeline
Freestate Advisors LLC62,408$1.7M1.76%+42,25113F-HRTimeline
Latitude Advisors, LLC62,140$1.7M0.96%+43,68213F-HRTimeline
Embree Financial Group61,905$1.69M0.29%+41,12913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC61,719$1.69M<0.01%+34,84613F-HRTimelineGroup
Maple Capital Management, Inc.61,701$1.69M0.12%+42,15413F-HRTimeline
BOK Financial Private Wealth, Inc.61,436$1.68M0.12%+41,69513F-HRTimeline
Meridian Wealth Partners, LLC60,549$1.65M0.25%+39,25713F-HRTimeline
North Star Investment Management Corp.60,381$1.65M0.11%+43,05413F-HRTimeline
Fairscale Capital, LLC60,311$1.65M1.42%+40,21913F-HRTimeline
Asset Dedication, LLC60,196$1.64M0.13%+33,38713F-HRTimeline
Tyler-Stone Wealth Management59,746$1.63M0.29%+57,05513F-HRTimeline
Kovack Advisors, Inc.59,244$1.62M0.16%+41,27913F-HRTimeline
WEST BANCORPORATION INC59,238$1.62M1.06%+39,08513F-HRTimeline
Wingate Wealth Advisors, Inc.58,962$1.61M1.58%13F-HRTimeline
RHS Financial, LLC58,937$1.61M0.83%+38,37813F-HRTimeline
Wills Financial Group, Inc.58,916$1.61M0.69%+39,69213F-HRTimeline
Modus Advisors, LLC58,402$1.6M0.5%+38,89313F-HRTimeline
Teamwork Financial Advisors, LLC58,339$1.59M0.21%+37,27913F-HRTimeline
Missouri Trust & Investment Co58,014$1.58M0.56%+38,37213F-HRTimeline
United Advisor Group, LLC57,948$1.58M0.31%+40,77913F-HRTimeline
Patriot Financial Group Insurance Agenc…60,383$1.58M0.21%+41,41213F-HRTimeline
NorthCoast Asset Management LLC57,787$1.58M0.01%+40,46113F-HR/ATimeline
Prospect Financial Services LLC57,733$1.58M0.86%+43,65913F-HRTimeline
WealthPlan Investment Management, LLC57,678$1.58M0.16%+39,35613F-HRTimeline
Segment Wealth Management, LLC57,630$1.57M0.11%+38,42013F-HRTimeline
Empower Advisory Group, LLC57,322$1.57M0.01%+36,97313F-HRTimeline
Evanson Asset Management, LLC56,715$1.55M0.11%+42,04913F-HRTimeline
XY Planning Network, Inc.56,472$1.54M1.16%13F-HRTimeline
Pacific Wealth Strategies Group, Inc.56,419$1.54M1.07%+38,11513F-HRTimeline
Astoria Portfolio Advisors LLC.55,749$1.53M0.55%+16,06513F-HRTimeline
WealthShield Partners, LLC56,103$1.53M0.22%+39,23413F-HRTimeline
Foster Victor Wealth Advisors, LLC54,729$1.53M0.12%new13F-HRTimeline
MAS Advisors LLC55,645$1.52M2.55%+42,60913F-HRTimeline
Dechtman Wealth Management, LLC55,540$1.52M0.29%+37,19913F-HRTimeline
OUTFITTERS FINANCIAL LLC55,475$1.52M1.21%+37,50513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…54,222$1.48M0.22%+36,06213F-HRTimeline
Sheaff Brock Investment Advisors, LLC53,988$1.47M0.13%+37,11213F-HRTimeline
DIVERSIFIED TRUST CO53,949$1.47M0.04%+35,59013F-HRTimeline
Galvin, Gaustad & Stein, LLC53,487$1.46M0.13%+35,50013F-HRTimeline
Core Wealth Advisors, Inc.53,375$1.46M0.48%+37,06213F-HRTimeline
WULFF, HANSEN & CO.53,215$1.45M1.38%+35,77013F-HRTimeline
Capital Market Strategies LLC53,213$1.45M0.84%+35,82013F-HRTimeline
Signet Investment Advisory Group, Inc.52,951$1.45M0.74%+35,52913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…53,049$1.45M0.12%new13F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC52,456$1.43M1.68%13F-HRTimeline
Clearview Wealth Advisors LLC52,321$1.43M1.09%+30,93413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC53,068$1.43M1.07%+38,09613F-HRTimeline
RDA Financial Network51,818$1.42M0.41%+35,50713F-HRTimeline
Semus Wealth Partners LLC51,597$1.41M0.93%+34,28013F-HRTimeline
EHRLICH FINANCIAL GROUP51,560$1.41M1%+36,37713F-HRTimeline
Bond & Devick Financial Network, Inc.16,651$1.41M0.6%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC51,430$1.41M1.13%13F-HRTimeline
Ironwood Investment Counsel, LLC51,395$1.4M0.24%+34,41413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.51,320$1.4M0.83%13F-HRTimeline
Rockport Wealth LLC17,125$1.4M0.62%+85313F-HRTimeline
Clarius Group, LLC50,976$1.39M0.1%+36,54513F-HRTimeline
Compass Ion Advisors, LLC50,868$1.39M0.16%+34,56713F-HRTimeline
Joel Isaacson & Co., LLC50,843$1.39M0.06%+35,79013F-HRTimeline
Advisory Resource Group50,240$1.37M0.29%+33,68013F-HRTimeline
Summit Wealth Partners, LLC50,179$1.37M0.28%+32,70813F-HRTimeline
ASPIRIANT, LLC49,991$1.37M0.05%+34,76213F-HRTimeline
JBR Co Financial Management Inc49,908$1.36M0.83%+35,29313F-HRTimeline
Glass Jacobson Investment Advisors llc49,741$1.36M0.45%+32,49113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plancorp, LLC49,439$1.35M0.06%+32,61513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…49,435$1.35M0.05%+32,29513F-HRTimelineGroup
AMERIFLEX GROUP, INC.48,233$1.34M0.61%13F-HRTimeline
Stewardship Advisors, LLC48,587$1.33M0.37%+30,40413F-HRTimeline
REDW Wealth LLC48,503$1.33M0.46%new13F-HRTimeline
Note Advisors, LLC48,385$1.32M1.17%13F-HRTimeline
BNC WEALTH MANAGEMENT, LLC48,160$1.32M0.43%+31,67813F-HRTimeline
North Forty Two & Co.48,158$1.32M1.52%13F-HRTimeline
Thrive Wealth Management, LLC48,022$1.31M0.24%+32,25513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.47,972$1.31M0.01%+32,57013F-HRTimeline
Evergreen Wealth Management, LLC47,866$1.31M0.77%+30,81013F-HRTimeline
WealthBridge Capital Management, LLC47,665$1.3M0.36%+32,23013F-HRTimeline
Royal Capital Wealth Management, LLC47,506$1.3M0.91%+31,69913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT47,193$1.29M0.1%+31,45213F-HRTimeline
Elevation Capital Advisory, LLC46,883$1.28M0.55%+32,31913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC46,841$1.28M0.03%+31,34613F-HRTimelineGroup
Paulson Wealth Management Inc.46,833$1.28M0.35%+29,78913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.46,651$1.27M0.1%+31,16913F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC46,522$1.27M0.64%+31,05913F-HRTimeline
MBE Wealth Management, LLC46,215$1.26M0.71%+31,01813F-HRTimeline
Quantinno Capital Management LP46,212$1.26M0.01%+38,47413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV46,159$1.26M1.27%+30,53713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC45,861$1.25M0.38%+30,65013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC45,823$1.25M0.1%+29,33713F-HRTimeline
SYM FINANCIAL Corp45,675$1.25M0.16%+28,51613F-HRTimeline
RWA WEALTH PARTNERS, LLC45,557$1.24M0.02%+31,16913F-HRTimeline
BXM Wealth LLC45,203$1.23M1.73%13F-HRTimeline
NOVEM GROUP45,187$1.23M0.18%13F-HRTimeline
FIRST MANHATTAN CO. LLC.45,159$1.23M<0.01%+30,10613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.45,038$1.23M0.7%+30,51813F-HRTimeline
Dale Q Rice Investment Management Ltd45,006$1.23M0.54%13F-HRTimeline
Founders Financial Alliance, LLC44,978$1.23M0.34%+29,60313F-HRTimeline
IFG Advisory, LLC44,735$1.22M0.07%+34,40113F-HRTimeline
LS Investment Advisors, LLC44,485$1.22M0.18%+34,12513F-HRTimeline
Milestone Asset Management Group, LLC44,446$1.21M1.09%13F-HRTimeline
Hilltop National Bank44,434$1.21M0.37%+29,80813F-HRTimeline
TruNorth Capital Management, LLC44,280$1.21M0.33%+29,52213F-HRTimeline
Marcum Wealth, LLC44,252$1.21M0.1%+29,56813F-HRTimeline
Sagace Wealth Management LLC44,244$1.21M0.91%-3,58113F-HRTimeline
Altus Wealth Group LLC44,227$1.21M0.53%+30,47113F-HRTimeline
CWA Asset Management Group, LLC44,176$1.21M0.06%+29,52813F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC43,875$1.2M0.33%+29,25013F-HRTimeline
Bell Bank43,824$1.2M0.09%+41,43613F-HRTimeline
VICUS CAPITAL43,752$1.2M0.11%+30,60813F-HRTimeline
My Personal CFO, LLC42,891$1.17M0.6%+33,57513F-HRTimeline
CAPITAL ADVISORS INC/OK42,373$1.16M0.02%+28,76913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC42,362$1.16M0.26%+28,29013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…42,223$1.15M0.23%+29,03413F-HRTimeline
NorthCrest Asset Manangement, LLC42,182$1.15M0.03%+28,14213F-HR/ATimeline
MONTAG & CALDWELL, LLC42,163$1.15M0.25%+38,09913F-HRTimeline
Fisher Asset Management, LLC42,137$1.15M<0.01%+28,60213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…41,868$1.14M0.04%+27,96813F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC41,723$1.14M0.63%13F-HRTimeline
San Luis Wealth Advisors LLC41,253$1.13M0.21%+28,47213F-HRTimeline
Ethos Financial Group, LLC40,890$1.12M0.15%+29,70613F-HRTimeline
Orcam Financial Group40,821$1.12M1.08%+27,95213F-HRTimeline
Yoder Wealth Management, Inc.40,761$1.11M0.62%+26,79413F-HRTimeline
GRIES FINANCIAL LLC40,692$1.11M0.2%+26,61913F-HRTimeline
Meriwether Wealth & Planning, LLC40,689$1.11M0.79%13F-HRTimeline
Round Rock Advisors LLC40,659$1.11M0.23%+34,12213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,228$1.1M0.08%-57313F-HRTimeline
Root Financial Partners, LLC40,059$1.09M0.14%+37,46713F-HRTimeline
Ally Invest Advisors Inc.40,041$1.09M0.09%+26,11313F-HRTimeline
McGlone Suttner Wealth Management, Inc.39,998$1.09M0.18%+25,08913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC39,852$1.09M0.43%+24,79913F-HRTimeline
Centricity Wealth Management, LLC39,747$1.09M1.01%13F-HRTimeline
Walkner Condon Financial Advisors LLC39,667$1.08M0.22%+26,21113F-HRTimeline
Advance Capital Management, Inc.39,607$1.08M0.05%+28,53313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.39,459$1.08M<0.01%+34,78713F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.39,177$1.07M0.14%+26,60113F-HRTimeline
Disciplined Investors, L.L.C.39,121$1.07M1.03%13F-HRTimeline
JMG Financial Group, Ltd.38,836$1.06M0.04%+25,73713F-HRTimeline
Financial Engines Advisors L.L.C.38,659$1.06M<0.01%+29,64313F-HRTimeline
Wood Tarver Financial Group, LLC38,676$1.06M0.35%13F-HRTimeline
Moser Wealth Advisors, LLC38,644$1.06M0.55%+28,97113F-HRTimeline
Collaborative Wealth Managment Inc.38,564$1.05M0.48%+25,71213F-HRTimeline
Rather & Kittrell, Inc.38,361$1.05M0.25%+25,57413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…38,128$1.04M0.05%+29,02413F-HRTimeline
Creegan & Nassoura Financial Group, LLC37,956$1.04M0.7%+24,23513F-HRTimeline
Maridea Wealth Management LLC37,854$1.03M0.33%13F-HRTimeline
Valley Financial Group, Inc.37,813$1.03M0.72%+25,27313F-HRTimeline
Morling Financial Advisors, LLC37,602$1.03M0.36%+25,06813F-HRTimeline
Cottage Street Advisors LLC37,109$1.01M0.53%+24,60713F-HRTimeline
Clear Creek Financial Management, LLC37,095$1.01M0.11%+24,33413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…35,893$1M0.37%+1,93713F-HRTimeline
ETF Store, Inc.36,474$996K1.24%+26,03013F-HRTimeline
HUB Investment Partners, LLC36,392$994K0.04%+23,89813F-HRTimeline
MERIDIAN MANAGEMENT CO36,235$990K0.26%+24,19313F-HRTimeline
Boyce & Associates Wealth Consulting, I…36,148$988K1%+24,55513F-HRTimeline
Aaron Wealth Advisors LLC36,147$988K0.11%+24,02613F-HRTimeline
SOA Wealth Advisors, LLC.35,853$979K0.18%+23,32413F-HR/ATimeline
Buska Wealth Management, LLC35,597$973K0.31%+23,98613F-HRTimeline
Madison Wealth Partners, Inc35,517$970K0.27%+23,77913F-HRTimeline
Colorado Capital Management, Inc.35,361$966K0.47%+23,76513F-HRTimeline
Code Waechter LLC35,233$963K0.84%+23,50813F-HRTimeline
Old Mission Investment Co LLC35,192$961K0.29%+24,88413F-HRTimeline
SWS Partners35,190$961K0.29%+23,83713F-HRTimeline
Soundwatch Capital LLC35,088$959K0.1%+25,78513F-HRTimeline
FAS Wealth Partners, Inc.34,867$953K0.08%+22,83813F-HRTimeline
PATTEN & PATTEN INC/TN34,838$952K0.06%+24,58313F-HRTimeline
WEBSTER BANK, N. A.34,770$950K0.1%+23,18013F-HRTimeline
One Day In July LLC34,722$949K0.1%+26,40713F-HRTimeline
Narwhal Capital Management34,695$948K0.08%+23,13013F-HRTimeline
Buckingham Capital Management, Inc.34,534$943K0.11%+19,08813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD34,515$943K0.57%+23,01013F-HRTimeline
Beaumont Financial Advisors, LLC33,986$928K0.07%+22,25413F-HRTimeline
Engineers Gate Manager LP33,949$927K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC33,606$918K0.02%+21,91113F-HRTimeline
Adams Wealth Management33,590$917K0.18%+23,15313F-HRTimeline
CacheTech Inc.33,590$917K0.17%+23,15313F-HRTimeline
Allie Family Office LLC33,526$916K0.51%+23,88513F-HRTimeline
Simplicity Wealth,LLC33,377$912K0.19%+2,11813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC33,001$902K0.02%+23,81113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC32,970$901K0.46%+22,97413F-HRTimeline