Skip to content
Disclosery

SCHD SCHWAB STRATEGIC TR

Follow

COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Janney Capital Management LLC67,114$1.83M0.11%-77813F-HRTimeline
Core Wealth Advisors, Inc.67,042$1.83M0.48%+3,89913F-HRTimeline
WORLD EQUITY GROUP, INC.67,020$1.83M0.42%+2,36513F-HRTimeline
Kovack Advisors, Inc.66,695$1.82M0.17%-2,91913F-HRTimeline
Note Advisors, LLC66,379$1.81M1.08%+6,66113F-HRTimeline
Financial Perspectives, Inc66,247$1.81M0.5%+11,99013F-HRTimeline
Founders Financial Alliance, LLC66,063$1.8M0.34%-92413F-HRTimeline
Teamwork Financial Advisors, LLC66,006$1.8M0.2%-4,66213F-HRTimeline
Diametric Capital, LP65,682$1.79M0.66%+9,82513F-HRTimeline
Wills Financial Group LLC65,441$1.79M0.73%+4,70213F-HRTimeline
FourThought Financial Partners, LLC65,427$1.79M0.16%013F-HRTimeline
Costello Asset Management, INC64,529$1.76M0.59%-13,49613F-HRTimeline
Forefront Wealth Partners, LLC64,325$1.76M0.44%-26,89613F-HRTimeline
MassMutual Private Wealth & Trust, FSB64,225$1.75M0.04%+26,20013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC64,054$1.75M1.27%+42213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC63,516$1.73M1.2%+12,33913F-HRTimeline
AllGen Financial Advisors, Inc.63,472$1.73M0.43%-65,92113F-HRTimeline
Agate Pass Investment Management, LLC63,213$1.73M0.66%-10,41213F-HRTimeline
Comprehensive Financial Planning, Inc./…62,600$1.71M1.17%+34213F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV62,518$1.71M0.22%-60113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC62,188$1.7M0.05%-7,21413F-HRTimeline
BG Investment Services, LLC62,076$1.69M1.67%+28,10913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV61,864$1.69M0.11%-21,76513F-HRTimeline
Independent Advisor Alliance61,828$1.69M0.04%+2,44013F-HRTimeline
Evanson Asset Management, LLC61,746$1.69M0.1%+1,02013F-HRTimeline
Embree Financial Group61,518$1.68M0.23%-4,43013F-HRTimeline
Park Edge Advisors, LLC61,230$1.67M0.39%+4,45413F-HRTimeline
Maple Capital Management, Inc.61,179$1.67M0.11%-4,77113F-HRTimeline
Covington Investment Advisors Inc.60,825$1.66M0.22%+40,95413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV60,706$1.66M0.59%-2,47113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…61,074$1.65M0.13%-1,00013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding60,296$1.65MnewTimeline
WealthShield Partners, LLC60,107$1.64M0.19%+20013F-HRTimeline
HUB Investment Partners, LLC59,724$1.63M0.06%-3,90213F-HRTimeline
OMNI 360 Wealth, Inc.59,326$1.62M0.91%-4,16113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC58,813$1.61M1.09%-84,47413F-HRTimeline
Asset Dedication, LLC58,609$1.6M0.11%-4,78513F-HRTimeline
Modus Advisors, LLC58,401$1.59M0.43%-9113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC57,957$1.58M0.03%-5,78013F-HRTimeline
Probity Advisors, Inc.57,572$1.57M0.25%+26,20013F-HRTimeline
Focused Wealth Management, Inc57,127$1.56M0.17%+10,27413F-HRTimeline
Astoria Portfolio Advisors LLC.57,174$1.55M0.41%-2,31613F-HRTimeline
Bond & Devick Financial Network, Inc.56,910$1.55M0.47%-2,71513F-HRTimeline
One Charles Private Wealth Services, LLC56,849$1.55M0.41%-18,15113F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding56,600$1.55M-18,677Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…56,373$1.54M0.26%+3,48113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…56,364$1.54M0.18%+1813F-HRTimeline
MIdWestOne Financial Group, Inc.56,098$1.53M0.19%+90813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP56,021$1.53M0.09%-14,61913F-HRTimeline
Zhang Financial LLC55,763$1.52M0.06%+21013F-HRTimeline
Mezzasalma Advisors, LLC55,214$1.51M0.39%+37,03313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…55,110$1.5M0.08%+4,51013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA55,063$1.5M<0.01%+7,77913F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC54,837$1.5M0.25%-448,57213F-HRTimeline
Pacific Wealth Strategies Group, Inc.54,351$1.48M0.91%+5513F-HRTimeline
Indie Asset Partners, LLC54,235$1.48M1.97%-1,74413F-HRTimeline
OUTFITTERS FINANCIAL LLC54,170$1.48M1.2%-2,30513F-HRTimeline
Medallion Wealth Advisors, LLC54,168$1.48M0.53%-19,72313F-HRTimeline
REDW Wealth LLC54,160$1.48M0.56%+1,83613F-HRTimeline
SVB WEALTH LLC54,057$1.48M0.08%-5,63213F-HRTimeline
Clark Wealth Partners53,443$1.47M0.89%-555,44513F-HRTimeline
Laird Norton Wetherby Wealth Management…53,548$1.46M0.06%-39,21813F-HRTimeline
GWN SECURITIES INC.53,287$1.46M0.34%-27,61913F-HRTimeline
Elevation Capital Advisory, LLC53,313$1.46M0.58%+1,67413F-HRTimeline
Milestone Asset Management Group, LLC52,929$1.44M0.91%+2,71413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers52,838$1.44M<0.01%-8,92813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP52,751$1.44M0.03%+23,22513F-HRTimeline
EHRLICH FINANCIAL GROUP52,726$1.44M0.85%-88113F-HRTimeline
Legacy Capital Wealth Partners, LLC52,725$1.44M0.31%+4,50113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC52,496$1.43M0.02%+4,71213F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC52,483$1.43M0.1%new13F-HRTimeline
San Luis Wealth Advisors LLC52,444$1.43M0.26%+78813F-HR/ATimeline
GREAT LAKES ADVISORS, LLC52,397$1.43M0.01%-5,37513F-HRTimeline
Inscription Capital, LLC52,310$1.43M0.15%-1,06713F-HRTimeline
Grantvest Financial Group LLC52,297$1.43M0.99%-2,70513F-HRTimeline
Thrive Wealth Management, LLC52,230$1.43M0.22%-2,63113F-HRTimeline
Attessa Capital LLC52,076$1.42M0.84%-14,89413F-HRTimeline
INTEGRITY ALLIANCE, LLC.52,072$1.42M0.07%+7,48413F-HRTimeline
WEST BANCORPORATION INC51,991$1.42M0.79%-1,56313F-HRTimeline
Signet Investment Advisory Group, Inc.51,946$1.42M0.68%-1,00413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…51,913$1.42M0.44%+8,62113F-HRTimeline
Graney & King, LLC51,851$1.42M0.98%-14,09213F-HRTimeline
Private Advisory Group LLC51,638$1.41M0.12%-2,94213F-HRTimeline
WULFF, HANSEN & CO.51,550$1.41M1.21%-45013F-HRTimeline
DIVERSIFIED TRUST CO51,083$1.39M0.03%-25313F-HRTimeline
Advisory Resource Group51,054$1.39M0.25%-8,44613F-HRTimeline
Altus Wealth Group LLC51,029$1.39M0.57%-2,79913F-HRTimeline
WESTBOURNE INVESTMENTS, INC.52,055$1.39M0.67%+4,60813F-HRTimeline
Missouri Trust & Investment Co50,908$1.39M0.41%-53413F-HRTimeline
BLVD Private Wealth, LLC50,800$1.39M1.19%+53413F-HRTimeline
Semus Wealth Partners LLC50,559$1.38M0.78%-47413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC50,266$1.37M0.13%new13F-HRTimelineGroup
Parkside Financial Bank & Trust50,202$1.37M0.11%+4,98513F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV50,156$1.37M1.2%+1113F-HRTimeline
Harbor Asset Planning, Inc.49,983$1.36M1.22%+47113F-HRTimeline
Aspen Investment Management Inc49,926$1.36M0.53%+30,41713F-HRTimeline
Ethos Financial Group, LLC49,860$1.36M0.11%+1,20013F-HRTimeline
Galvin, Gaustad & Stein, LLC49,850$1.36M0.11%+3,86013F-HRTimeline
Guardian Wealth Management, Inc.49,425$1.35M0.8%-2,18113F-HRTimeline
Meridian Wealth Partners, LLC49,338$1.35M0.19%-18,62413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC49,270$1.35M0.3%-2,89813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC49,185$1.34M0.09%-10013F-HRTimeline
ETF Store, Inc.49,022$1.34M1.42%+2,58813F-HRTimeline
Capital Square, LLC48,749$1.33M0.68%-43,91013F-HRTimeline
XY Planning Network, Inc.49,563$1.31M0.45%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.1,965$1.31M0.67%-20,85013F-HRTimeline
BXM Wealth LLC49,713$1.3M1.23%-7,56313F-HRTimeline
Royal Capital Wealth Management, LLC47,533$1.3M0.8%+9513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC47,494$1.3M0.31%-8,17813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC47,477$1.3M0.09%-75413F-HRTimeline
Clear Creek Financial Management, LLC46,936$1.28M0.11%+74113F-HRTimeline
RWA WEALTH PARTNERS, LLC46,558$1.27M0.01%+82813F-HRTimeline
17 CAPITAL PARTNERS, LLC46,435$1.27M0.69%-1,29013F-HRTimeline
Disciplined Investors, L.L.C.46,310$1.26M0.9%-52513F-HRTimeline
SYM FINANCIAL Corp45,873$1.25M0.13%-1,39513F-HRTimeline
TruNorth Capital Management, LLC45,386$1.24M0.25%+1,05813F-HRTimeline
Haverford Trust Co45,383$1.24M0.01%+8,34513F-HRTimeline
Hilltop National Bank45,150$1.23M0.3%013F-HRTimeline
Evergreen Wealth Management, LLC45,011$1.23M0.64%-2,10013F-HRTimeline
Bleakley Financial Group, LLC44,667$1.22M0.03%-8,37213F-HRTimeline
WealthBridge Capital Management, LLC44,572$1.22M0.29%-2,38313F-HRTimeline
Wingate Wealth Advisors, Inc.44,566$1.22M0.84%-7,62113F-HRTimeline
W ADVISORS, LLC44,556$1.22M0.64%+4,04713F-HRTimeline
CAPITAL ADVISORS INC/OK44,388$1.21M0.02%+2,14013F-HRTimeline
RHS Financial, LLC44,159$1.21M0.63%-1,80913F-HRTimeline
Guardian Asset Advisors, LLC44,100$1.2M0.65%-23,08513F-HRTimeline
Commonwealth Retirement Investments LLC43,929$1.2M0.41%-9,22713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC43,875$1.2M0.32%013F-HRTimeline
Summit Wealth Partners, LLC43,587$1.19M0.21%+3,71813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC43,502$1.19M0.03%-67,01513F-HRTimeline
Allie Family Office LLC43,245$1.18M0.56%+13913F-HRTimeline
McGlone Suttner Wealth Management, Inc.43,016$1.17M0.16%+15713F-HRTimeline
BNC WEALTH MANAGEMENT, LLC42,687$1.17M0.29%-1,09013F-HRTimeline
Compass Ion Advisors, LLC42,627$1.16M0.11%-2,27113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC42,585$1.16M0.21%+8213F-HRTimeline
Washington Trust Advisors, Inc.42,475$1.16M0.09%+43713F-HRTimeline
Joel Isaacson & Co., LLC42,455$1.16M0.04%+9913F-HRTimeline
LANDAAS & CO /WI /ADV42,420$1.16M0.26%013F-HRTimeline
American Trust42,277$1.15M0.1%+24,69313F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…42,270$1.15M0.22%+4,14513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP41,941$1.14M<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC41,763$1.14M0.05%+10,46013F-HRTimeline
One Day In July LLC41,732$1.14M0.1%-10,96813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC41,722$1.14M0.08%013F-HRTimeline
HOLDERNESS INVESTMENTS CO41,642$1.14M0.23%+4,91213F-HRTimeline
GRIES FINANCIAL LLC41,641$1.14M0.18%+1,97813F-HRTimeline
RETIREMENT GUYS FORMULA LLC41,237$1.13M0.4%-5,68913F-HRTimeline
Cottage Street Advisors LLC41,103$1.12M0.48%+1,20313F-HRTimeline
Verdence Capital Advisors LLC41,369$1.12M0.06%+8,49213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.40,538$1.11M0.54%-4,49913F-HRTimeline
Boyce & Associates Wealth Consulting, I…40,482$1.11M0.9%+1,45313F-HRTimeline
FIRST MANHATTAN CO. LLC.40,430$1.1M<0.01%-4,75013F-HRTimeline
Sonora Investment Management Group, LLC40,398$1.1M0.08%+1,23813F-HRTimeline
Cynosure Group, LLC40,266$1.1M0.12%+5713F-HR/ATimeline
Secure Asset Management, LLC39,916$1.1M0.18%-80713F-HRTimeline
ASPIRIANT, LLC40,109$1.09M0.03%-5,23013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.40,106$1.09M<0.01%+5,29213F-HRTimelineGroup
Next Capital Management LLC39,869$1.09M0.36%+86213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC39,568$1.08M0.09%+9,06013F-HRTimeline
Yoder Wealth Management, Inc.39,441$1.08M0.51%-61013F-HRTimeline
Walkner Condon Financial Advisors LLC39,432$1.08M0.17%+3,59113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC39,418$1.08M0.24%+34713F-HRTimeline
VestGen Advisors, LLC39,376$1.07M0.04%-3,20913F-HRTimeline
MidAtlantic Capital Management, Inc.39,310$1.07M0.73%-27,40313F-HRTimeline
Verum Partners LLC39,285$1.07M0.23%-3,54713F-HRTimeline
Collaborative Wealth Managment Inc.39,157$1.07M0.43%-33513F-HRTimeline
Glass Jacobson Investment Advisors llc39,095$1.07M0.39%-1,71913F-HRTimeline
Factor Wealth Management LTD38,869$1.06M0.27%+41413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC38,781$1.06M0.28%+3,84413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC38,652$1.06M0.65%+1,13213F-HRTimeline
Gotham Asset Management, LLC38,389$1.05M<0.01%new13F-HRTimeline
Rather & Kittrell, Inc.38,361$1.05M0.18%013F-HRTimeline
Colorado Capital Management, Inc.38,275$1.04M0.4%+72413F-HRTimeline
KG Capital Management37,570$1.03M0.28%+18,68313F-HRTimeline
Squire Investment Management Company, L…37,440$1.02M0.33%+3,08113F-HRTimeline
TD Capital Management LLC37,355$1.02M0.09%-1,70713F-HRTimeline
Insight Wealth Partners, LLC37,287$1.02M0.45%+1,40313F-HRTimeline
Ally Invest Advisors Inc.37,233$1.02M0.07%+1,48113F-HRTimeline
Modera Wealth Management, LLC37,233$1.02M0.01%-1,41313F-HRTimeline
Advance Capital Management, Inc.37,066$1.01M0.04%-2,74313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…37,114$1.01M0.34%+42813F-HRTimeline
Creegan & Nassoura Financial Group, LLC36,732$1M0.65%-73413F-HRTimeline
Gateway Wealth Partners, LLC36,573$998K0.13%+12,01513F-HRTimeline
Vanguard Capital Wealth Advisors36,565$998K0.8%+84613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.36,350$992K0.07%+55413F-HRTimeline
CWA Asset Management Group, LLC36,308$991K0.04%+6213F-HRTimeline
Buska Wealth Management, LLC36,289$991K0.3%-9913F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC36,260$990K0.32%+7,87213F-HRTimeline
Narwhal Capital Management36,226$989K0.07%-26913F-HRTimeline
JBR Co Financial Management Inc35,635$973K0.41%-2,99013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC35,532$970K0.48%+3,32213F-HRTimeline
Pinion Investment Advisors, LLC35,470$959K0.26%+17,31113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35,022$956K0.03%013F-HRTimelineGroup
Morling Financial Advisors, LLC35,014$956K0.32%-1,07113F-HRTimeline
Clearview Wealth Advisors LLC34,796$950K0.61%-1,66013F-HRTimeline
Code Waechter LLC35,341$950K0.62%+16613F-HRTimeline
First Financial Group Corp34,774$949K0.82%-74813F-HRTimeline
CPA Asset Management Group, LLC34,735$948K0.37%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD34,502$942K0.45%013F-HRTimeline
Demars Financial Group, LLC34,485$941K0.33%+2,69813F-HRTimeline