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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Teamwork Financial Advisors, LLC70,668$1.87M0.23%-32,54313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP70,640$1.87M0.13%-86,70713F-HRTimeline
PRIVATE TRUST CO NA70,471$1.87M0.18%-8,35213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC70,347$1.86M0.03%-1,18313F-HRTimeline
Raab & Moskowitz Asset Management LLC70,159$1.86M0.44%+2,49113F-HRTimeline
Whitener Capital Management, Inc.69,949$1.85M0.49%-2,35313F-HRTimeline
Kovack Advisors, Inc.69,614$1.84M0.18%+7,57413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC69,402$1.84M0.06%-4,08013F-HR/ATimeline
FIDUCIENT ADVISORS LLC69,347$1.84M0.22%+3,35313F-HRTimeline
CATHY PARETO & ASSOCIATES, INC68,307$1.81M1.5%+3,48613F-HRTimeline
Meridian Wealth Partners, LLC67,962$1.8M0.26%+2,14313F-HRTimeline
Janney Capital Management LLC67,892$1.8M0.12%-85913F-HRTimeline
Patriot Financial Group Insurance Agenc…70,285$1.79M0.21%+3,28813F-HRTimeline
Guardian Asset Advisors, LLC67,185$1.78M1.02%-2,78613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.67,075$1.78M<0.01%+44,81713F-HRTimelineGroup
Founders Financial Alliance, LLC66,987$1.78M0.4%+20,33713F-HRTimeline
Attessa Capital LLC66,970$1.77M1.14%-9,61713F-HRTimeline
MidAtlantic Capital Management, Inc.66,713$1.77M1.25%-31,24613F-HRTimeline
Aurora Private Wealth, Inc.66,304$1.76M1.3%+2,70413F-HRTimeline
Maple Capital Management, Inc.65,950$1.75M0.12%-1,43613F-HRTimeline
Embree Financial Group65,948$1.75M0.26%+87513F-HRTimeline
Graney & King, LLC65,943$1.75M1.17%+47713F-HRTimeline
Empower Advisory Group, LLC65,495$1.74M0.01%+10,16813F-HRTimeline
United Advisor Group, LLC65,432$1.73M0.3%+7,95013F-HRTimeline
FourThought Financial Partners, LLC65,427$1.73M0.17%+28,17013F-HRTimeline
Foguth Wealth Management, LLC.64,893$1.72M0.37%-141,78713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,859$1.72M<0.01%-93,37813F-HRTimelineGroup
WORLD EQUITY GROUP, INC.64,655$1.71M0.47%+9,46513F-HRTimeline
BCGM Wealth Management, LLC64,434$1.71M0.48%-19,00713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC63,737$1.69M0.04%-8,52213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC63,632$1.69M1.2%+6,64913F-HRTimeline
HUB Investment Partners, LLC63,626$1.69M0.06%+20,17113F-HRTimeline
OMNI 360 Wealth, Inc.63,487$1.68M1.04%+50813F-HR/ATimeline
Fjell Capital, LLC63,472$1.68M1.56%+2,22313F-HRTimeline
Asset Dedication, LLC63,394$1.68M0.12%+6,97213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV63,177$1.67M0.61%-10,01713F-HRTimeline
Core Wealth Advisors, Inc.63,143$1.67M0.48%+3,79013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV63,119$1.67M0.23%-1,48413F-HRTimeline
Comprehensive Financial Planning, Inc./…62,258$1.65M1.3%-1,14913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…62,074$1.64M0.13%+9,74813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers61,766$1.64M<0.01%-7,36113F-HRTimelineGroup
IRON Financial LLC61,655$1.63M0.86%-15,91813F-HRTimeline
Astoria Portfolio Advisors LLC.59,490$1.62M0.46%-3,31313F-HRTimeline
Wills Financial Group LLC60,739$1.61M0.7%+86513F-HRTimeline
Evanson Asset Management, LLC60,726$1.61M0.1%+913F-HRTimeline
My Personal CFO, LLC60,158$1.59M0.72%+13,60113F-HRTimeline
WealthShield Partners, LLC59,907$1.59M0.19%-48613F-HRTimeline
Note Advisors, LLC59,718$1.58M1.09%+5,24213F-HRTimeline
SVB WEALTH LLC59,689$1.58M0.08%new13F-HRTimeline
Bond & Devick Financial Network, Inc.59,625$1.58M0.53%+2413F-HRTimeline
Advisory Resource Group59,500$1.58M0.3%+2,52013F-HRTimeline
Financial Sense Advisors, Inc.59,489$1.58M0.38%new13F-HRTimeline
Independent Advisor Alliance59,388$1.57M0.05%+10,87013F-HRTimeline
Modus Advisors, LLC58,492$1.55M0.46%+1913F-HRTimeline
Bulwark Capital Corp58,274$1.54M1.3%13F-HRTimeline
TUDOR INVESTMENT CORP ET AL58,130$1.54M0.01%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC57,772$1.53M0.01%+11,68913F-HRTimeline
BXM Wealth LLC57,276$1.52M1.8%+9,99213F-HRTimeline
Victrix Investment Advisors56,895$1.51M0.67%-1,05213F-HRTimeline
Park Edge Advisors, LLC56,776$1.5M0.39%+2,39913F-HRTimeline
OUTFITTERS FINANCIAL LLC56,475$1.5M1.28%+75013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…56,346$1.49M0.21%+1,20313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC56,270$1.49M0.12%-6,73413F-HRTimeline
Indie Asset Partners, LLC55,979$1.48M2.7%-10,54713F-HRTimeline
Diametric Capital, LP55,857$1.48M0.79%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC55,672$1.48M0.42%+1,96713F-HRTimeline
Zhang Financial LLC55,553$1.47M0.07%-16,74813F-HRTimeline
MIdWestOne Financial Group, Inc.55,190$1.46M0.19%+5,28713F-HRTimeline
Grantvest Financial Group LLC55,002$1.46M1.08%-3,72413F-HRTimeline
Thrive Wealth Management, LLC54,861$1.45M0.23%+6,22413F-HRTimeline
Private Advisory Group LLC54,580$1.45M0.14%-6,15113F-HRTimeline
Pacific Wealth Strategies Group, Inc.54,296$1.44M0.94%-2,89513F-HRTimeline
Financial Perspectives, Inc54,257$1.44M0.43%+26,07213F-HRTimeline
Financial Engines Advisors L.L.C.54,083$1.43M<0.01%+10,90013F-HRTimeline
Altus Wealth Group LLC53,828$1.43M0.63%+4,73013F-HRTimeline
EHRLICH FINANCIAL GROUP53,607$1.42M0.92%+4,14313F-HRTimeline
WEST BANCORPORATION INC53,554$1.42M0.9%013F-HRTimeline
Inscription Capital, LLC53,377$1.41M0.2%+15,68513F-HRTimeline
Commonwealth Retirement Investments LLC53,156$1.41M0.54%-3,92313F-HRTimeline
Bleakley Financial Group, LLC53,039$1.41M0.04%+31,59813F-HRTimeline
Signet Investment Advisory Group, Inc.52,950$1.4M0.72%-53013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…52,892$1.4M0.26%-3,79613F-HRTimelineGroup
One Day In July LLC52,700$1.4M0.13%+18,08113F-HRTimeline
Capital Squared Financial LLC52,593$1.39M1.62%13F-HRTimeline
REDW Wealth LLC52,324$1.39M0.55%+4,05013F-HRTimeline
Wingate Wealth Advisors, Inc.52,187$1.38M1.23%-6,03613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC52,168$1.38M0.34%-72713F-HRTimeline
WULFF, HANSEN & CO.52,000$1.38M1.18%-1,97513F-HRTimeline
San Luis Wealth Advisors LLC51,656$1.37M0.29%+4,18213F-HRTimeline
Elevation Capital Advisory, LLC51,639$1.37M0.55%+1,18913F-HRTimeline
Guardian Wealth Management, Inc.51,606$1.37M0.91%+15313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,595$1.37M0.01%-51,31313F-HRTimeline
Missouri Trust & Investment Co51,442$1.36M0.45%013F-HRTimeline
DIVERSIFIED TRUST CO51,336$1.36M0.03%+1,15913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC51,183$1.36M0.68%+19,24213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC51,177$1.36M1.15%13F-HRTimeline
Semus Wealth Partners LLC51,033$1.35M0.88%+42013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…50,600$1.34M0.07%+5,53813F-HRTimeline
BLVD Private Wealth, LLC50,266$1.33M1.26%13F-HRTimeline
Milestone Asset Management Group, LLC50,215$1.33M0.99%+1,45113F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV50,145$1.33M1.29%+1,04213F-HRTimeline
Journey Beyond Wealth, LLC49,893$1.32M1.12%-143,34913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/49,762$1.32M<0.01%-11,73513F-HR/ATimelineGroup
XY Planning Network, Inc.49,563$1.31M0.45%+8,24713F-HRTimeline
Harbor Asset Planning, Inc.49,512$1.31M1.25%13F-HRTimeline
Root Financial Partners, LLC49,405$1.31M0.13%-3,62113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC49,285$1.31M0.09%+39,63313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC49,255$1.31M0.21%+9,81913F-HRTimeline
Ethos Financial Group, LLC48,660$1.29M0.11%+7,53013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC48,231$1.28M0.1%+2,95313F-HRTimeline
Legacy Capital Wealth Partners, LLC48,224$1.28M0.29%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC47,784$1.27M0.02%+1,78613F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC47,725$1.26M0.73%new13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.45,037$1.26M0.7%013F-HRTimeline
Moser Wealth Advisors, LLC47,498$1.26M0.6%+9,62713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.47,447$1.26M0.67%-4,98113F-HRTimeline
Royal Capital Wealth Management, LLC47,438$1.26M0.84%+9613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA47,284$1.25M<0.01%-6,71213F-HRTimelineGroup
SYM FINANCIAL Corp47,268$1.25M0.14%013F-HRTimeline
Evergreen Wealth Management, LLC47,111$1.25M0.7%-11213F-HRTimeline
WealthBridge Capital Management, LLC46,955$1.24M0.32%-2,05313F-HRTimeline
RETIREMENT GUYS FORMULA LLC46,926$1.24M0.47%+17113F-HRTimeline
Focused Wealth Management, Inc46,853$1.24M0.15%new13F-HRTimeline
Disciplined Investors, L.L.C.46,835$1.24M0.97%+7,52913F-HRTimeline
ETF Store, Inc.46,434$1.23M1.43%+4,83613F-HRTimeline
Clear Creek Financial Management, LLC46,195$1.22M0.12%-43213F-HRTimeline
Galvin, Gaustad & Stein, LLC45,990$1.22M0.11%-10,16013F-HRTimeline
RHS Financial, LLC45,968$1.22M0.69%-4,13113F-HRTimeline
RWA WEALTH PARTNERS, LLC45,730$1.21M0.02%-53913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.45,423$1.2M0.01%+51313F-HRTimeline
ASPIRIANT, LLC45,339$1.2M0.04%-5,03413F-HRTimeline
Parkside Financial Bank & Trust45,217$1.2M0.13%+6,14613F-HRTimeline
FIRST MANHATTAN CO. LLC.45,180$1.2M<0.01%013F-HRTimeline
Hilltop National Bank45,150$1.2M0.31%13F-HRTimeline
Compass Ion Advisors, LLC44,898$1.19M0.13%+33913F-HRTimeline
INTEGRITY ALLIANCE, LLC.44,588$1.18M0.06%-14,08413F-HRTimeline
TruNorth Capital Management, LLC44,328$1.17M0.26%+813F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC43,875$1.16M0.32%013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC43,777$1.16M0.34%-4,17013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…43,292$1.15M0.41%+5,82113F-HRTimeline
Allie Family Office LLC43,106$1.14M0.57%+26713F-HRTimeline
McGlone Suttner Wealth Management, Inc.42,859$1.14M0.17%+1,84513F-HRTimeline
Verum Partners LLC42,832$1.14M0.26%-13,22813F-HRTimeline
VestGen Advisors, LLC42,585$1.13M0.04%+3,97613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC42,503$1.13M0.23%+8313F-HRTimeline
LANDAAS & CO /WI /ADV42,420$1.12M0.27%+10,00013F-HRTimeline
Joel Isaacson & Co., LLC42,356$1.12M0.05%-5,88013F-HRTimeline
CAPITAL ADVISORS INC/OK42,248$1.12M0.02%+1,52113F-HRTimeline
Washington Trust Advisors, Inc.42,038$1.11M0.09%+9,48013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC41,722$1.11M0.08%-2,90013F-HRTimeline
Triton Wealth Management, PLLC40,477$1.1M0.47%13F-HRTimeline
MainStreet Investment Advisors LLC41,360$1.1M0.15%+30,53513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40,994$1.09M0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc40,814$1.08M0.42%-8,92713F-HRTimeline
Secure Asset Management, LLC40,723$1.08M0.2%-55,35013F-HRTimeline
W ADVISORS, LLC40,509$1.07M0.62%+7,53313F-HRTimeline
Cynosure Group, LLC40,209$1.07M0.12%+5813F-HRTimeline
JMG Financial Group, Ltd.40,069$1.06M0.03%+3,26513F-HRTimeline
Bell Bank40,066$1.06M0.05%+6,00513F-HRTimeline
Yoder Wealth Management, Inc.40,051$1.06M0.55%-39013F-HRTimeline
Cottage Street Advisors LLC39,900$1.06M0.55%-69813F-HRTimeline
Summit Wealth Partners, LLC39,869$1.06M0.2%-7,59613F-HRTimeline
Advance Capital Management, Inc.39,809$1.05M0.05%-8,90213F-HRTimeline
GRIES FINANCIAL LLC39,663$1.05M0.19%-1,02913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.39,524$1.05M0.13%-3,41213F-HRTimeline
Collaborative Wealth Managment Inc.39,492$1.05M0.46%+2,22413F-HRTimeline
Sonora Investment Management Group, LLC39,160$1.04M0.08%+3,51513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC39,071$1.04M0.37%+15713F-HRTimeline
TD Capital Management LLC39,062$1.04M0.1%+19,03513F-HRTimeline
Boyce & Associates Wealth Consulting, I…39,029$1.03M0.94%+2,69613F-HRTimeline
Next Capital Management LLC39,007$1.03M0.38%+71713F-HRTimeline
Modera Wealth Management, LLC38,646$1.02M0.01%+6,77513F-HRTimeline
JBR Co Financial Management Inc38,625$1.02M0.51%-11,57213F-HRTimeline
Factor Wealth Management LTD38,455$1.02M0.28%+1,73613F-HRTimeline
Rather & Kittrell, Inc.38,361$1.02M0.2%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…38,125$1.01M0.2%-48013F-HRTimeline
MassMutual Private Wealth & Trust, FSB38,025$1.01M0.03%+29,87513F-HRTimeline
Almanack Investment Partners, LLC.37,700$999K0.16%+2,00013F-HRTimeline
Colorado Capital Management, Inc.37,551$995K0.43%+1,87513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC37,520$994K0.73%new13F-HRTimeline
Creegan & Nassoura Financial Group, LLC37,466$993K0.65%-39013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…36,686$985K0.36%+1,84113F-HRTimeline
Haverford Trust Co37,038$982K0.01%-3,00513F-HRTimeline
Ironwood Investment Counsel, LLC37,030$981K0.15%-19,55813F-HRTimeline
HOLDERNESS INVESTMENTS CO36,730$973K0.21%+15,54613F-HRTimeline
Narwhal Capital Management36,495$967K0.08%+40013F-HRTimeline
Clearview Wealth Advisors LLC36,456$966K0.67%-13213F-HRTimeline
Buska Wealth Management, LLC36,388$964K0.26%-46813F-HRTimeline
CWA Asset Management Group, LLC36,246$961K0.04%-4,51113F-HRTimeline
Morling Financial Advisors, LLC36,085$956K0.31%-1,51713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT36,046$955K0.07%-9,63513F-HRTimeline
Insight Wealth Partners, LLC35,884$951K0.53%+5,40613F-HRTimeline
Walkner Condon Financial Advisors LLC35,841$950K0.17%-4,60513F-HRTimeline
FAS Wealth Partners, Inc.35,796$949K0.07%+59613F-HRTimeline
Ally Invest Advisors Inc.35,752$947K0.07%-2,52913F-HRTimeline
Vanguard Capital Wealth Advisors35,719$947K0.94%+5,99113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Financial Group Corp35,522$941K0.92%-4913F-HRTimeline
Meriwether Wealth & Planning, LLC35,361$937K0.59%-9,78413F-HRTimeline
Eldridge Investment Advisors, Inc.35,348$937K0.2%-76,18513F-HRTimeline
Code Waechter LLC35,175$932K0.66%013F-HRTimeline