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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Whitener Capital Management, Inc.72,302$2.02M0.57%-2,47613F-HRTimeline
Zhang Financial LLC72,301$2.02M0.11%-2,42713F-HRTimeline
Hurley Capital, LLC72,266$2.02M1.53%+4,85813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC72,259$2.02M0.05%-86613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding71,927$2.01M-1,447Timeline
COLDSTREAM CAPITAL MANAGEMENT INC71,530$2M0.04%+37,92413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC71,478$2M0.19%+3,31313F-HRTimeline
Roehl & Yi Investment Advisors, LLC74,019$1.99M1.08%+32,29613F-HRTimeline
RDA Financial Network70,568$1.97M0.59%+18,75013F-HRTimeline
Guardian Asset Advisors, LLC69,971$1.96M1.28%+3,74313F-HRTimeline
Miramar Capital, LLC69,811$1.95M0.46%-57513F-HRTimeline
Cutter & CO Brokerage, Inc.69,466$1.94M0.46%+3,19513F-HRTimeline
Empirical Financial Services, LLC d.b.a…69,359$1.94M0.05%-9913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,127$1.93M<0.01%-18,34413F-HRTimelineGroup
Janney Capital Management LLC68,751$1.92M0.13%+55713F-HRTimeline
Safeguard Financial, LLC67,890$1.9M0.42%+1,13413F-HRTimeline
Raab & Moskowitz Asset Management LLC67,668$1.89M0.48%+80913F-HRTimeline
Maple Capital Management, Inc.67,386$1.88M0.15%+5,68513F-HRTimeline
Indie Asset Partners, LLC66,526$1.86M1.61%-3,57513F-HRTimeline
Providence Capital Advisors, LLC66,236$1.85M0.38%new13F-HRTimeline
FIDUCIENT ADVISORS LLC65,994$1.85M0.23%+26013F-HRTimeline
Meridian Wealth Partners, LLC65,819$1.84M0.29%+5,27013F-HRTimeline
Graney & King, LLC65,466$1.83M1.36%-1,89813F-HRTimeline
Fisher Asset Management, LLC65,195$1.82M<0.01%+23,05813F-HRTimeline
Embree Financial Group65,073$1.82M0.3%+3,16813F-HRTimeline
Fairscale Capital, LLC65,051$1.82M1.64%+4,74013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC64,821$1.81M1.6%-5,44513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC64,815$1.81M<0.01%+3,09613F-HR/ATimelineGroup
PLANNING ALTERNATIVES LTD /ADV64,603$1.81M0.28%-1,95513F-HRTimeline
Patriot Financial Group Insurance Agenc…66,997$1.8M0.24%+6,61413F-HRTimeline
Aurora Private Wealth, Inc.63,600$1.78M1.42%+5713F-HR/ATimeline
Comprehensive Financial Planning, Inc./…63,407$1.77M1.72%-5713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC63,004$1.76M0.16%-5,55413F-HR/ATimeline
OMNI 360 Wealth, Inc.62,979$1.76M1.18%-4,91313F-HR/ATimeline
Kovack Advisors, Inc.62,040$1.73M0.18%+2,79613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/61,497$1.72M<0.01%-12,12813F-HRTimelineGroup
Fjell Capital, LLC61,249$1.71M1.74%-12,77813F-HRTimeline
Private Advisory Group LLC60,731$1.7M0.19%-2,80113F-HRTimeline
Evanson Asset Management, LLC60,717$1.7M0.12%+4,00213F-HRTimeline
WealthShield Partners, LLC60,393$1.69M0.22%+4,29013F-HRTimeline
MAS Advisors LLC60,100$1.68M2.58%+4,45513F-HRTimeline
Wills Financial Group LLC59,874$1.67M0.74%13F-HRTimeline
Bond & Devick Financial Network, Inc.59,601$1.67M0.6%+42,95013F-HRTimeline
Core Wealth Advisors, Inc.59,353$1.66M0.53%+5,97813F-HRTimeline
CORDA Investment Management, LLC.58,851$1.65M0.13%-61,22913F-HRTimeline
Grantvest Financial Group LLC58,726$1.64M1.33%-6,16313F-HRTimeline
INTEGRITY ALLIANCE, LLC.58,672$1.64M0.06%new13F-HRTimeline
Modus Advisors, LLC58,473$1.63M0.54%+7113F-HRTimeline
Wingate Wealth Advisors, Inc.58,223$1.63M1.87%-73913F-HRTimeline
United Advisor Group, LLC57,482$1.61M0.33%-46613F-HRTimeline
Pacific Wealth Strategies Group, Inc.57,191$1.6M1.19%+77213F-HRTimeline
Astoria Portfolio Advisors LLC.62,803$1.6M0.54%+7,05413F-HRTimeline
Commonwealth Retirement Investments LLC57,079$1.6M0.65%-9,65213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC56,983$1.59M1.13%+3,91513F-HRTimeline
Advisory Resource Group56,980$1.59M0.32%+6,74013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…56,688$1.59M0.31%-59,58013F-HRTimelineGroup
Ironwood Investment Counsel, LLC56,588$1.58M0.27%+5,19313F-HRTimeline
Asset Dedication, LLC56,422$1.58M0.13%-3,77413F-HRTimeline
Galvin, Gaustad & Stein, LLC56,150$1.57M0.14%+2,66313F-HRTimeline
Verum Partners LLC56,060$1.57M0.42%-9,70213F-HRTimeline
OUTFITTERS FINANCIAL LLC55,725$1.56M1.4%+25013F-HRTimeline
Victrix Investment Advisors57,947$1.55M0.82%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC55,438$1.55M0.14%+1,45013F-HRTimeline
Empower Advisory Group, LLC55,327$1.55M0.01%-1,99513F-HRTimeline
WORLD EQUITY GROUP, INC.55,190$1.54M0.44%-54,04613F-HRTimeline
Note Advisors, LLC54,476$1.52M1.26%+6,09113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…55,143$1.52M0.23%+92113F-HRTimeline
Park Edge Advisors, LLC54,377$1.52M0.42%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA53,996$1.51M<0.01%-8,48313F-HRTimelineGroup
WULFF, HANSEN & CO.53,975$1.51M1.38%+76013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC53,705$1.5M0.5%+7,84413F-HRTimeline
WEST BANCORPORATION INC53,554$1.5M1.02%-5,68413F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC53,549$1.5M0.05%+21,29613F-HRTimeline
Signet Investment Advisory Group, Inc.53,480$1.5M0.75%+52913F-HRTimeline
IFG Advisory, LLC53,455$1.49M0.08%+8,72013F-HRTimeline
Root Financial Partners, LLC53,026$1.48M0.16%+12,96713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC52,895$1.48M0.41%+29,97813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.52,428$1.47M0.89%+1,10813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…52,326$1.46M0.13%-72313F-HRTimeline
Capital Management Associates, Inc51,964$1.45M0.33%+26,19613F-HRTimeline
Guardian Wealth Management, Inc.51,453$1.44M0.96%-289,00713F-HRTimeline
Missouri Trust & Investment Co51,442$1.44M0.5%-6,57213F-HRTimeline
Semus Wealth Partners LLC50,613$1.42M0.99%-98413F-HRTimeline
Elevation Capital Advisory, LLC50,450$1.41M0.62%+3,56713F-HRTimeline
ASPIRIANT, LLC50,373$1.41M0.05%+38213F-HRTimeline
JBR Co Financial Management Inc50,197$1.4M0.82%+28913F-HRTimeline
DIVERSIFIED TRUST CO50,177$1.4M0.03%-3,77213F-HRTimeline
NorthCoast Asset Management LLC50,115$1.4M0.01%-7,67213F-HR/ATimeline
RHS Financial, LLC50,099$1.4M0.79%-8,83813F-HRTimeline
MIdWestOne Financial Group, Inc.49,903$1.4M0.2%+19,18513F-HRTimeline
EHRLICH FINANCIAL GROUP49,464$1.38M1.01%-2,09613F-HRTimeline
Bravias Capital Group, LLC49,219$1.38M1.12%new13F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV49,103$1.37M1.4%+2,94413F-HRTimeline
Altus Wealth Group LLC49,098$1.37M0.64%+4,87113F-HRTimeline
WealthBridge Capital Management, LLC49,008$1.37M0.39%+1,34313F-HRTimeline
Milestone Asset Management Group, LLC48,764$1.36M1.23%+4,31813F-HRTimeline
Advance Capital Management, Inc.48,711$1.36M0.07%+9,10413F-HRTimeline
Thrive Wealth Management, LLC48,637$1.36M0.26%+61513F-HRTimeline
Glass Jacobson Investment Advisors llc49,741$1.36M0.45%013F-HRTimeline
Independent Advisor Alliance48,518$1.36M0.04%-1,342,16513F-HRTimeline
REDW Wealth LLC48,274$1.35M0.5%-22913F-HRTimeline
NorthCrest Asset Manangement, LLC48,256$1.35M0.04%+6,07413F-HRTimeline
Joel Isaacson & Co., LLC48,236$1.35M0.06%-2,60713F-HRTimeline
BNC WEALTH MANAGEMENT, LLC47,947$1.34M0.48%-21313F-HRTimeline
Peregrine Asset Advisers, Inc.47,797$1.34M0.5%+38,02913F-HRTimeline
Summit Wealth Partners, LLC47,465$1.33M0.27%-2,71413F-HRTimeline
San Luis Wealth Advisors LLC47,474$1.33M0.3%+6,22113F-HR/ATimeline
AMERIFLEX GROUP, INC.47,403$1.33M0.54%-83013F-HRTimeline
Royal Capital Wealth Management, LLC47,342$1.32M0.93%-16413F-HRTimeline
SYM FINANCIAL Corp47,268$1.32M0.16%+1,59313F-HRTimeline
Evergreen Wealth Management, LLC47,223$1.32M0.79%-64313F-HRTimeline
BXM Wealth LLC47,284$1.31M1.58%+2,08113F-HRTimeline
RETIREMENT GUYS FORMULA LLC46,755$1.31M0.65%+23313F-HRTimeline
Founders Financial Alliance, LLC46,650$1.3M0.32%+1,67213F-HRTimeline
Clear Creek Financial Management, LLC46,627$1.3M0.14%+9,53213F-HRTimeline
My Personal CFO, LLC46,557$1.3M0.66%+3,66613F-HRTimeline
RWA WEALTH PARTNERS, LLC46,269$1.29M0.02%+71213F-HRTimeline
GREAT LAKES ADVISORS, LLC46,083$1.29M0.01%-61,58113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC45,998$1.29M0.03%-84313F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT45,681$1.28M0.09%-1,51213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC45,278$1.27M0.09%+5,05013F-HRTimeline
FIRST MANHATTAN CO. LLC.45,180$1.26M<0.01%+2113F-HRTimeline
Meriwether Wealth & Planning, LLC45,145$1.26M0.82%+4,45613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…45,062$1.26M0.07%+6,93413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.45,037$1.26M0.7%-113F-HRTimeline
Dale Q Rice Investment Management Ltd45,006$1.26M0.65%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.44,910$1.26M0.01%-3,06213F-HRTimeline
Cornerstone Wealth Group, LLC44,668$1.25M0.1%+25,64213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC44,622$1.25M0.1%-1,20113F-HRTimeline
Compass Ion Advisors, LLC44,559$1.25M0.15%-6,30913F-HRTimeline
Sagace Wealth Management LLC44,334$1.24M0.94%+9013F-HRTimeline
TruNorth Capital Management, LLC44,320$1.24M0.31%+4013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC43,875$1.23M0.35%013F-HRTimeline
HUB Investment Partners, LLC43,455$1.22M0.05%+7,06313F-HRTimeline
Financial Engines Advisors L.L.C.43,183$1.21M<0.01%+4,52413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC43,115$1.21M0.01%+10,29313F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.42,936$1.2M0.15%+3,75913F-HRTimeline
Allie Family Office LLC42,839$1.2M0.65%+9,31313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC42,420$1.19M0.26%+5813F-HRTimeline
Marcum Wealth, LLC41,890$1.17M0.1%-2,36213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp41,787$1.17M0.05%new13F-HRTimelineGroup
MONTAG & CALDWELL, LLC41,773$1.17M0.27%-39013F-HRTimeline
ETF Store, Inc.41,598$1.16M1.43%+5,12413F-HRTimeline
XY Planning Network, Inc.41,316$1.16M0.77%-15,15613F-HRTimeline
McGlone Suttner Wealth Management, Inc.41,014$1.15M0.19%+1,01613F-HRTimeline
CWA Asset Management Group, LLC40,757$1.14M0.05%-3,41913F-HRTimeline
CAPITAL ADVISORS INC/OK40,727$1.14M0.02%-1,64613F-HRTimeline
GRIES FINANCIAL LLC40,692$1.14M0.22%013F-HRTimeline
Cottage Street Advisors LLC40,598$1.14M0.57%+3,48913F-HRTimeline
Walkner Condon Financial Advisors LLC40,446$1.13M0.23%+77913F-HRTimeline
Yoder Wealth Management, Inc.40,441$1.13M0.64%-32013F-HRTimeline
Ethos Financial Group, LLC41,130$1.12M0.11%+24013F-HRTimeline
Cynosure Group, LLC40,151$1.12M0.15%-59,45213F-HRTimeline
Haverford Trust Co40,043$1.12M0.01%+22,82713F-HRTimeline
Paulson Wealth Management Inc.39,938$1.12M0.31%-6,89513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT39,491$1.1M0.01%+15,61413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC39,436$1.1M0.2%+11,88813F-HRTimeline
Disciplined Investors, L.L.C.39,306$1.1M0.99%+18513F-HRTimeline
Parkside Financial Bank & Trust39,071$1.09M0.14%+12,91513F-HRTimeline
First Financial Bankshares Inc38,990$1.09M0.02%+25,98013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC38,914$1.09M0.43%-93813F-HRTimeline
CARDIFF PARK ADVISORS, LLC38,748$1.08M0.1%+14,91213F-HRTimeline
ZEGA Investments, LLC38,732$1.08M0.32%new13F-HRTimeline
VestGen Advisors, LLC38,609$1.08M0.05%13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…38,605$1.08M0.23%+5,87513F-HRTimeline
Rather & Kittrell, Inc.38,361$1.07M0.23%013F-HRTimeline
Next Capital Management LLC38,290$1.07M0.51%+6,18413F-HRTimeline
Ally Invest Advisors Inc.38,281$1.07M0.09%-1,76013F-HRTimeline
Trivium Point Advisory, LLC38,149$1.07M0.13%-38,10113F-HRTimeline
Moser Wealth Advisors, LLC37,871$1.06M0.55%-77313F-HRTimeline
Creegan & Nassoura Financial Group, LLC37,856$1.06M0.71%-10013F-HRTimeline
Old Mission Investment Co LLC37,640$1.05M0.32%+2,44813F-HRTimeline
Morling Financial Advisors, LLC37,602$1.05M0.36%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…37,471$1.05M0.4%+5,37913F-HRTimeline
Collaborative Wealth Managment Inc.37,268$1.04M0.49%-1,29613F-HRTimeline
FourThought Financial Partners, LLC37,257$1.04M0.11%new13F-HRTimeline
Orcam Financial Group37,060$1.04M0.97%-3,76113F-HRTimeline
Fortis Group Advisors, LLC37,014$1.03M0.2%new13F-HRTimeline
Buska Wealth Management, LLC36,856$1.03M0.32%+1,25913F-HRTimeline
JMG Financial Group, Ltd.36,804$1.03M0.03%-2,03213F-HRTimeline
Factor Wealth Management LTD36,719$1.03M0.32%+3,75513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.36,658$1.02M0.08%-9,99313F-HRTimelineGroup
Clearview Wealth Advisors LLC36,588$1.02M0.76%-15,73313F-HRTimeline
Pinion Investment Advisors, LLC36,498$1.02M0.22%+17,81313F-HRTimeline
Maridea Wealth Management LLC36,443$1.02M0.33%-1,41113F-HRTimeline
SOA Wealth Advisors, LLC.36,440$1.02M0.21%+58713F-HRTimeline
M Holdings Securities, Inc.36,335$1.02M0.17%+5,19313F-HRTimeline
Boyce & Associates Wealth Consulting, I…36,333$1.02M1.02%+18513F-HRTimeline
Narwhal Capital Management36,095$1.01M0.09%+1,40013F-HRTimeline
Almanack Investment Partners, LLC.35,700$998K0.2%new13F-HRTimeline
Colorado Capital Management, Inc.35,676$998K0.46%+31513F-HRTimeline
Madison Wealth Partners, Inc35,689$998K0.25%+17213F-HRTimeline
Sonora Investment Management Group, LLC35,645$997K0.08%+11,42113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35,586$995K0.03%-6,28213F-HRTimelineGroup
First Financial Group Corp35,571$995K1.13%+3,53913F-HRTimeline
Valley Financial Group, Inc.35,466$992K0.66%-2,34713F-HRTimeline
RWQ Financial Management Services, Inc.35,430$991K0.66%new13F-HRTimeline
Wood Tarver Financial Group, LLC35,236$985K0.32%-3,44013F-HRTimeline
FAS Wealth Partners, Inc.35,200$984K0.08%+33313F-HRTimeline
Code Waechter LLC35,175$983K0.81%-5813F-HRTimeline