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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
HUB Investment Partners, LLC72,793$2M0.05%+13,06913F-HRTimeline
GHP Investment Advisors, Inc.72,753$2M0.08%-2,09613F-HRTimeline
Marquette Asset Management, LLC72,295$1.98M0.29%-1,20013F-HRTimeline
B & T Capital Management DBA Alpha Capi…72,268$1.98M0.28%-18513F-HRTimeline
PETRA FINANCIAL ADVISORS INC72,216$1.98M1.16%+28813F-HRTimeline
FIDUCIENT ADVISORS LLC71,631$1.96M0.24%+51513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding71,273$1.96M+44Timeline
Westview Management dba Westview Invest…71,259$1.95M0.93%13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding71,165$1.95M+14,565Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO70,445$1.93M0.03%-182,99713F-HRTimeline
HAMEL ASSOCIATES, INC.70,128$1.92M0.58%-30,40213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management69,910$1.92M<0.01%new13F-HRTimelineGroup
Tull Financial Group, Inc.69,689$1.91M0.82%-32,17613F-HRTimeline
Weaver Consulting Group69,438$1.9M0.47%-16,20713F-HRTimeline
WORLD EQUITY GROUP, INC.69,318$1.9M0.53%+2,29813F-HRTimeline
BOK Financial Private Wealth, Inc.69,303$1.9M0.12%-1613F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC69,173$1.9M1.35%13F-HRTimeline
Bernard Wealth Management Corp.69,021$1.89M0.77%-55313F-HRTimeline
Astoria Portfolio Advisors LLC.59,858$1.89M0.43%+2,68413F-HRTimeline
Ironwood Investment Counsel, LLC68,322$1.87M0.26%-1,33713F-HRTimeline
TRED AVON FAMILY WEALTH, LLC67,981$1.86M0.61%-3,21713F-HRTimeline
Bauman Advisory Group, LLC67,842$1.86M1.5%13F-HRTimeline
Whitener Capital Management, Inc.67,302$1.85M0.42%-88213F-HRTimeline
VIAWEALTH, LLC67,266$1.85M1.04%-2,08513F-HRTimeline
GC Wealth Management RIA, LLC67,251$1.84M0.07%-3,78513F-HRTimeline
JMG Financial Group, Ltd.66,964$1.84M0.05%-2,33213F-HRTimeline
Strategic Financial Concepts, LLC66,568$1.83M1.67%-54,45513F-HRTimeline
Financial Perspectives, Inc66,564$1.83M0.49%+31713F-HRTimeline
Evanson Asset Management, LLC66,554$1.83M0.1%+4,80813F-HRTimeline
Janney Capital Management LLC66,551$1.82M0.11%-56313F-HRTimeline
WealthShield Partners, LLC66,556$1.82M0.2%+6,44913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC66,194$1.82M1.26%-2,72113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding65,766$1.8M+5,470Timeline
Founders Financial Alliance, LLC65,743$1.8M0.34%-32013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC65,627$1.8M0.13%-4,36913F-HRTimeline
Park Edge Advisors, LLC65,627$1.8M0.41%+4,39713F-HRTimeline
First Growth Capital LLC56,645$1.79M1.59%13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding65,099$1.79M+1,148Timeline
CHAPMAN FINANCIAL GROUP, LLC64,241$1.76M1.2%+72513F-HRTimeline
ESL Trust Services, LLC64,113$1.76M0.34%-1,584,46813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…63,229$1.73M0.12%+2,15513F-HRTimeline
BG Investment Services, LLC63,095$1.73M1.54%+1,01913F-HRTimeline
RWA WEALTH PARTNERS, LLC62,825$1.72M0.02%+16,26713F-HRTimeline
GWN SECURITIES INC.62,745$1.72M0.35%+9,45813F-HRTimeline
Wellington Grp LLC62,663$1.72M0.57%13F-HR/ATimeline
Wills Financial Group LLC62,494$1.71M0.66%-2,94713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC61,715$1.69M0.16%+11,44913F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC61,698$1.69M0.14%+22,13013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers61,649$1.69M<0.01%+8,81113F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV61,540$1.69M0.21%-97813F-HRTimeline
Embree Financial Group61,479$1.69M0.21%-3913F-HRTimeline
San Luis Wealth Advisors LLC61,380$1.68M0.28%+8,93613F-HRTimeline
BCGM Wealth Management, LLC61,252$1.68M0.43%-7,51313F-HRTimeline
Snowden Capital Advisors LLC61,242$1.68M0.04%-516,87413F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…60,768$1.67M0.24%new13F-HRTimelineGroup
My Personal CFO, LLC60,581$1.66M0.69%new13F-HRTimeline
Agate Pass Investment Management, LLC60,488$1.66M0.62%-2,72513F-HRTimeline
waypoint wealth counsel60,435$1.66M0.61%-13,89613F-HRTimeline
Teamwork Financial Advisors, LLC60,358$1.66M0.18%-5,64813F-HRTimeline
Probity Advisors, Inc.60,203$1.65M0.26%+2,63113F-HRTimeline
Opus Financial Solutions LLC60,179$1.65M1.56%13F-HRTimeline
MIdWestOne Financial Group, Inc.59,826$1.64M0.18%+3,72813F-HRTimeline
Forefront Wealth Partners, LLC59,613$1.64M0.77%-4,71213F-HRTimeline
Root Financial Partners, LLC59,602$1.63M0.08%-11,45413F-HRTimeline
Triton Wealth Management, PLLC53,763$1.63M0.61%+20,29513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC58,395$1.6M1.1%-5,65913F-HRTimeline
Asset Dedication, LLC57,996$1.59M0.1%-61313F-HRTimeline
Comprehensive Financial Planning, Inc./…57,983$1.59M1.05%-4,61713F-HRTimeline
Modus Advisors, LLC57,971$1.59M0.42%-43013F-HRTimeline
BIP Wealth, LLC57,936$1.59M0.06%new13F-HRTimeline
Capasso Planning Partners LLC57,877$1.59M0.87%-13,55613F-HRTimeline
Bond & Devick Financial Network, Inc.57,804$1.59M0.45%+89413F-HRTimeline
AllGen Financial Advisors, Inc.57,758$1.58M0.38%-5,71413F-HRTimeline
PRIVATE TRUST CO NA57,746$1.58M0.14%-10,76113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV57,005$1.56M0.55%-3,70113F-HRTimeline
One Charles Private Wealth Services, LLC56,849$1.56M0.4%013F-HRTimeline
Simplicity Wealth,LLC56,797$1.56M0.09%-37,68613F-HRTimeline
Cottage Street Advisors LLC56,679$1.55M0.66%+15,57613F-HRTimeline
Rollins Financial Advisors, LLC56,600$1.55M0.23%-53,87813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…56,384$1.55M0.19%+2013F-HRTimeline
ADVISORTRUST PARTNERS, LLC56,324$1.54M0.68%13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…56,295$1.54M0.08%+1,18513F-HRTimeline
Fisher Asset Management, LLC56,230$1.54M<0.01%-67,47013F-HRTimeline
WEST BANCORPORATION INC55,591$1.52M0.8%+3,60013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP55,478$1.52M0.03%+2,72713F-HRTimeline
GREAT LAKES ADVISORS, LLC55,474$1.52M0.01%+3,07713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA54,995$1.51M<0.01%-6813F-HRTimelineGroup
REDW Wealth LLC54,986$1.51M0.57%+82613F-HRTimeline
Parkside Financial Bank & Trust54,902$1.51M0.11%+4,70013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…54,385$1.49M0.24%-1,98813F-HRTimelineGroup
True Link Financial Advisors, LLC54,261$1.49M0.09%-1,122,76813F-HRTimeline
Aspen Investment Management Inc54,244$1.49M0.45%+4,31813F-HRTimeline
KLCM Advisors, Inc.54,239$1.49M0.13%new13F-HRTimeline
Victrix Investment Advisors53,450$1.47M0.57%new13F-HRTimeline
Clark Wealth Partners53,443$1.47M0.89%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP53,415$1.47M0.08%-2,60613F-HRTimeline
Advisory Resource Group53,253$1.46M0.26%+2,19913F-HRTimeline
Indie Asset Partners, LLC53,124$1.46M1.62%-1,11113F-HRTimeline
Lexington Hill Partners, LLC53,099$1.46M1.1%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC53,056$1.46M0.31%+14,27513F-HRTimeline
J. Derek Lewis & Associates Inc.52,752$1.45M0.34%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC52,682$1.45M0.02%+18613F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT52,619$1.44M0.02%+19,40813F-HRTimeline
Signet Investment Advisory Group, Inc.52,563$1.44M0.67%+61713F-HRTimeline
Thrive Wealth Management, LLC52,515$1.44M0.21%+28513F-HRTimeline
Milestone Asset Management Group, LLC52,403$1.44M0.81%-52613F-HRTimeline
BLVD Private Wealth, LLC52,342$1.44M1.25%+1,54213F-HRTimeline
Attessa Capital LLC52,045$1.43M0.78%-3113F-HRTimeline
Clear Creek Financial Management, LLC52,037$1.43M0.12%+5,10113F-HRTimeline
Ethos Financial Group, LLC52,028$1.43M0.11%+2,16813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …51,766$1.42M<0.01%-20,28613F-HRTimelineGroup
WULFF, HANSEN & CO.51,670$1.42M1.19%+12013F-HRTimeline
Pacific Wealth Strategies Group, Inc.51,570$1.41M0.8%-2,78113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…51,513$1.41M0.03%new13F-HRTimelineGroup
Jupiter Wealth Management LLC45,000$1.41M0.63%+30,00013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.51,181$1.41M0.66%-87413F-HRTimeline
CAPITAL ADVISORS INC/OK50,988$1.4M0.02%+6,60013F-HRTimeline
Semus Wealth Partners LLC50,970$1.4M0.75%+41113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…50,840$1.39M0.41%-1,07313F-HRTimeline
Inscription Capital, LLC50,793$1.39M0.14%-1,51713F-HRTimeline
OUTFITTERS FINANCIAL LLC50,770$1.39M1.1%-3,40013F-HRTimeline
Register Financial Advisors LLC50,569$1.39M0.54%-29,90613F-HRTimeline
Missouri Trust & Investment Co50,208$1.38M0.4%-70013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV49,969$1.37M1.14%-18713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC49,925$1.37M0.29%+65513F-HRTimeline
Elevation Capital Advisory, LLC49,833$1.37M0.56%-3,48013F-HRTimeline
PITCAIRN COgroup of 2 filers holding49,683$1.36M-72,651Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC49,412$1.36M0.02%+20,98213F-HRTimeline
ETF Store, Inc.49,338$1.35M1.38%+31613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC49,305$1.35M0.9%-9,50813F-HRTimeline
DIVERSIFIED TRUST CO49,291$1.35M0.02%-1,79213F-HRTimeline
Ally Invest Advisors Inc.49,276$1.35M0.09%+12,04313F-HRTimeline
Ankerstar Wealth, LLC48,973$1.34M1.34%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC48,823$1.34M0.1%+1,34613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC48,445$1.33M0.31%+95113F-HRTimeline
Guardian Wealth Management, Inc.48,336$1.33M0.78%-1,08913F-HRTimeline
Capital Square, LLC48,206$1.32M0.67%-54313F-HRTimeline
Private Advisory Group LLC48,121$1.32M0.1%-3,51713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC48,084$1.32M0.08%-1,10113F-HRTimeline
Enclave Advisors LLC48,069$1.32M0.19%-23,08413F-HRTimeline
Focused Wealth Management, Inc47,781$1.31M0.14%-9,34613F-HRTimeline
Royal Capital Wealth Management, LLC47,633$1.31M0.77%+10013F-HRTimeline
Costello Asset Management, INC47,284$1.3M0.43%-17,24513F-HRTimeline
Birchwood Financial Partners, Inc.47,135$1.29M1.28%13F-HRTimeline
Trace Wealth Advisors, LLC46,912$1.29M0.93%new13F-HRTimeline
TruNorth Capital Management, LLC46,870$1.29M0.24%+1,48413F-HRTimeline
W ADVISORS, LLC46,839$1.28M0.65%+2,28313F-HRTimeline
Catalyst Investment Management LLC46,757$1.28M1.21%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp46,662$1.28M0.06%+31,15213F-HRTimelineGroup
EHRLICH FINANCIAL GROUP46,424$1.27M0.72%-6,30213F-HRTimeline
Gateway Wealth Partners, LLC46,403$1.27M0.14%+9,83013F-HRTimeline
Evergreen Wealth Management, LLC46,221$1.27M0.64%+1,21013F-HRTimeline
OMNI 360 Wealth, Inc.43,332$1.26M0.64%-15,99413F-HRTimeline
ASPIRIANT, LLC45,652$1.25M0.04%+5,54313F-HRTimeline
Traynor Capital Management, Inc.45,638$1.25M0.07%+13,80113F-HRTimeline
Disciplined Investors, L.L.C.45,597$1.25M0.82%-71313F-HRTimeline
Medallion Wealth Advisors, LLC45,415$1.25M0.42%-8,75313F-HRTimeline
Haverford Trust Co45,383$1.24M0.01%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC45,300$1.24M0.16%-29,87413F-HRTimeline
Hilltop National Bank45,150$1.24M0.3%013F-HRTimeline
Revisor Wealth Management LLC43,300$1.23M0.33%new13F-HRTimeline
Grantvest Financial Group LLC44,824$1.23M0.79%-7,47313F-HRTimeline
Washington Trust Advisors, Inc.44,811$1.23M0.09%+2,33613F-HRTimeline
LANDAAS & CO /WI /ADV44,608$1.22M0.27%+2,18813F-HRTimeline
Bleakley Financial Group, LLC44,436$1.22M0.02%-23113F-HRTimeline
WealthBridge Capital Management, LLC44,424$1.22M0.28%-14813F-HRTimeline
Principia Wealth Advisory, LLC44,402$1.22M0.76%-41,92113F-HRTimeline
Summit Wealth Partners, LLC44,323$1.22M0.22%+73613F-HRTimeline
GTS SECURITIES LLC44,200$1.21M0.04%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/43,983$1.21M<0.01%+14,87713F-HRTimelineGroup
JOURNEY RETIREMENT PLANNING & INVESTMEN…43,968$1.21M0.25%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC43,918$1.2M0.02%-14,03913F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC43,875$1.2M0.3%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.43,858$1.2M0.16%+84213F-HRTimeline
AssuredPartners Investment Advisors, LLC43,824$1.2M0.18%+35,83413F-HRTimeline
Legacy Capital Wealth Partners, LLC43,738$1.2M0.26%-8,98713F-HRTimeline
CWA Asset Management Group, LLC43,666$1.2M0.04%+7,35813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…43,520$1.19M0.22%+1,25013F-HRTimeline
Bare Financial Services, Inc43,420$1.19M0.33%new13F-HRTimeline
Graney & King, LLC43,369$1.19M0.7%-8,48213F-HRTimeline
Cornerstone Wealth Management, LLC43,313$1.19M0.06%+11,56813F-HRTimeline
SYM FINANCIAL Corp43,178$1.18M0.12%-2,69513F-HRTimeline
Factor Wealth Management LTD42,944$1.18M0.25%+4,07513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC42,935$1.18M0.93%13F-HRTimeline
Squire Investment Management Company, L…42,872$1.18M0.36%+5,43213F-HRTimeline
Joel Isaacson & Co., LLC42,866$1.18M0.04%+41113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…42,792$1.17M0.03%+16,48613F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…42,574$1.17M0.98%+2,09213F-HRTimeline
Financial Management, Inc.42,335$1.16M1.1%13F-HRTimeline
Guardian Asset Advisors, LLC42,284$1.16M0.6%-1,81613F-HRTimeline
17 CAPITAL PARTNERS, LLC42,238$1.16M0.6%-4,19713F-HRTimeline
Triad Wealth Partners, LLC41,753$1.15M0.11%+15,65713F-HRTimeline
Ransom Advisory, Ltd41,680$1.14M0.45%new13F-HRTimeline
Verdence Capital Advisors LLC41,573$1.14M0.07%+20413F-HRTimeline
KG Capital Management41,483$1.14M0.29%+3,91313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC41,472$1.14M0.08%-25013F-HRTimeline
RHS Financial, LLC41,452$1.14M0.56%-2,70713F-HRTimeline
Wingate Wealth Advisors, Inc.41,382$1.14M0.63%-3,18413F-HRTimeline
RETIREMENT GUYS FORMULA LLC41,350$1.13M0.52%+11313F-HRTimeline
Collaborative Wealth Managment Inc.41,075$1.13M0.4%+1,91813F-HRTimeline