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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WEALTHCARE CAPITAL MANAGEMENT LLC75,319$2.31M0.23%+52,07413F-HRTimeline
Verdence Capital Advisors LLC75,247$2.31M0.13%+33,67413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC75,081$2.3M0.19%+13,36613F-HRTimelineGroup
CPC Advisors, LLC74,880$2.3M0.37%-1,52213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV74,519$2.29M0.65%+913F-HRTimeline
Note Advisors, LLC74,463$2.28M1.14%+1,42413F-HRTimeline
Verus Financial Partners, Inc.73,754$2.27M0.2%-15,86913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT73,728$2.26M0.04%+21,10913F-HR/ATimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…73,373$2.25M0.05%-37,47713F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…73,178$2.25M0.33%+91013F-HRTimeline
Orion Porfolio Solutions, LLC73,135$2.24M0.02%-344,61613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH72,963$2.24M0.69%-17,21513F-HRTimeline
MFG WEALTH MANAGEMENT, INC.72,891$2.24M1.85%-33913F-HRTimeline
GHP Investment Advisors, Inc.72,272$2.22M0.09%-48113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC70,440$2.16M0.05%-7,22813F-HRTimeline
Weaver Consulting Group70,388$2.16M0.51%+95013F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding70,348$2.16MnewTimeline
Evanson Asset Management, LLC70,317$2.16M0.12%+3,76313F-HRTimeline
HUB Investment Partners, LLC69,821$2.14M0.05%-2,97213F-HRTimeline
Todd Wealth Management, LLC69,783$2.14M1.95%-12,61013F-HRTimeline
Bison Wealth, LLC67,267$2.14M0.21%-4,27413F-HRTimeline
FIDUCIENT ADVISORS LLC69,525$2.13M0.28%-2,10613F-HRTimeline
Bernard Wealth Management Corp.69,052$2.12M0.9%+3113F-HRTimeline
Retirement Planning Group, LLC68,799$2.11M0.07%-5,24913F-HRTimeline
Smith Partners Wealth Management, LLC68,707$2.11M1.89%-11,77513F-HRTimeline
Whitener Capital Management, Inc.68,237$2.09M0.48%+93513F-HRTimeline
Fisher Asset Management, LLC68,026$2.09M<0.01%+11,79613F-HRTimeline
Bell Bank67,900$2.08M0.09%-36,25513F-HRTimeline
Asset Dedication, LLC67,814$2.08M0.15%+9,81813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68,020$2.08M0.14%+4,79113F-HRTimeline
VIAWEALTH, LLC67,482$2.07M1.15%+21613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding67,436$2.07M+1,670Timeline
Guardian Asset Advisors, LLC67,320$2.07M1.21%+25,03613F-HRTimeline
Valeo Financial Advisors, LLC67,233$2.06M0.05%-12,20513F-HRTimeline
Armor Investment Advisors, LLC67,137$2.06M0.74%-11,56813F-HRTimeline
Ankerstar Wealth, LLC67,031$2.06M2.17%+18,05813F-HRTimeline
HAMEL ASSOCIATES, INC.66,646$2.04M0.58%-3,48213F-HRTimeline
RWA WEALTH PARTNERS, LLC66,565$2.04M0.02%+3,74013F-HRTimeline
Princeton Global Asset Management LLC66,534$2.04M0.33%-36,39013F-HRTimeline
WealthShield Partners, LLC66,488$2.04M0.23%-6813F-HRTimeline
Park Edge Advisors, LLC65,674$2.01M0.46%+4713F-HRTimeline
Dala Group, LLC65,662$2.01M1.68%-99,32413F-HRTimeline
Founders Financial Alliance, LLC65,489$2.01M0.36%-25413F-HRTimeline
Wills Financial Group LLC63,009$2M0.75%+51513F-HRTimeline
B. Riley Wealth Advisors, Inc.65,633$2M0.13%-17,39013F-HRTimeline
Samalin Investment Counsel, LLC64,805$1.99M0.7%+54,60713F-HRTimeline
SANDERS MORRIS HARRIS LLC64,205$1.97M0.31%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC64,024$1.96M1.41%-21713F-HRTimeline
GC Wealth Management RIA, LLC63,918$1.96M0.08%-3,33313F-HRTimeline
Astoria Portfolio Advisors LLC.62,763$1.95M0.42%+2,90513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC63,567$1.95M1.31%-2,62713F-HRTimeline
Embree Financial Group62,871$1.93M0.23%+1,39213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC62,572$1.92M0.14%-3,05513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC62,549$1.92M1.21%+4,15413F-HRTimeline
Teamwork Financial Advisors, LLC62,454$1.92M0.21%+2,09613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC62,316$1.91M0.63%-5,66513F-HRTimeline
TUDOR INVESTMENT CORP ET AL62,096$1.91M0.01%new13F-HRTimeline
San Luis Wealth Advisors LLC61,710$1.89M0.31%+33013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.61,534$1.89M0.87%new13F-HRTimeline
GWN SECURITIES INC.61,429$1.88M0.36%-1,31613F-HRTimeline
BOK Financial Private Wealth, Inc.61,194$1.88M0.11%-8,10913F-HRTimeline
Joel Isaacson & Co., LLC61,028$1.87M0.06%+18,16213F-HRTimeline
My Personal CFO, LLC60,471$1.86M0.81%-11013F-HRTimeline
Agate Pass Investment Management, LLC60,320$1.85M0.72%-16813F-HRTimeline
Probity Advisors, Inc.60,203$1.85M0.29%013F-HRTimeline
Inscription Capital, LLC60,199$1.85M0.19%+9,40613F-HRTimeline
BCGM Wealth Management, LLC60,057$1.84M0.46%-1,19513F-HRTimeline
Wolfstich Capital, LLC60,085$1.83M1.6%new13F-HRTimeline
WORLD EQUITY GROUP, INC.59,569$1.83M0.47%-9,74913F-HRTimeline
TIAAgroup of 3 filers holding59,484$1.82M+4,489Timeline
Bleakley Financial Group, LLC59,285$1.82M0.03%+14,84913F-HRTimeline
Forefront Wealth Partners, LLC58,293$1.79M0.75%-1,32013F-HRTimeline
Comprehensive Financial Planning, Inc./…58,283$1.79M1.24%+30013F-HRTimeline
BG Investment Services, LLC58,039$1.78M1.48%-5,05613F-HRTimeline
Clear Creek Financial Management, LLC57,896$1.78M0.14%+5,85913F-HRTimeline
Simplicity Wealth,LLC57,802$1.77M0.1%+1,00513F-HRTimeline
Modus Advisors, LLC57,661$1.77M0.49%-31013F-HRTimeline
Madison Wealth Partners, Inc57,649$1.77M0.28%+18,02113F-HRTimeline
Cottage Street Advisors LLC57,586$1.77M0.76%+90713F-HRTimeline
Bond & Devick Financial Network, Inc.57,579$1.77M0.49%-22513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP57,528$1.76M0.04%+2,05013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV57,262$1.76M0.63%+25713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…57,098$1.75M0.21%+71413F-HRTimeline
Wellington Grp LLC57,053$1.75M0.54%-5,61013F-HRTimeline
Insight Inv LLC56,939$1.75M0.96%+24,71013F-HRTimeline
Ethos Financial Group, LLC56,935$1.75M0.13%+4,90713F-HRTimeline
Ironwood Investment Counsel, LLC56,879$1.75M0.25%-11,44313F-HRTimeline
One Charles Private Wealth Services, LLC56,849$1.74M0.44%013F-HRTimeline
Snowden Capital Advisors LLC56,739$1.74M0.05%-4,50313F-HRTimeline
Westview Management dba Westview Invest…56,630$1.74M0.9%-14,62913F-HRTimeline
First Growth Capital LLC56,645$1.73M1.57%013F-HRTimeline
Barnes Wealth Management Group, Inc56,157$1.72M0.87%-26,39613F-HRTimeline
Opus Financial Solutions LLC55,986$1.72M1.62%-4,19313F-HRTimeline
Indie Asset Partners, LLC55,904$1.72M1.95%+2,78013F-HRTimeline
Rollins Financial Advisors, LLC55,768$1.71M0.27%-83213F-HRTimeline
Parkside Financial Bank & Trust55,117$1.69M0.13%+21513F-HRTimeline
BIP Wealth, LLC55,058$1.69M0.07%-2,87813F-HRTimeline
VestGen Advisors, LLC53,123$1.69M0.05%+41,86313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…54,785$1.68M0.09%-1,51013F-HRTimeline
WEST BANCORPORATION INC54,520$1.67M0.83%-1,07113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC54,494$1.67M0.37%+6,04913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC54,480$1.67M0.28%+24,88613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC54,412$1.67M0.03%+1,73013F-HRTimelineGroup
WULFF, HANSEN & CO.54,273$1.67M1.7%+2,60313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC54,269$1.66M0.13%+5,44613F-HRTimeline
Sagace Wealth Management LLC53,973$1.66M1.12%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC53,893$1.65M1.02%-18,32313F-HRTimeline
GREAT LAKES ADVISORS, LLC53,873$1.65M0.01%-1,60113F-HRTimeline
Factor Wealth Management LTD53,716$1.65M0.31%+10,77213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding53,554$1.64M+31,003Timeline
Capital Square, LLC52,280$1.63M0.75%+4,07413F-HRTimeline
PKS Advisory Services, LLC53,155$1.63M0.38%-50,84513F-HRTimeline
Capasso Planning Partners LLC52,963$1.62M0.88%-4,91413F-HRTimeline
Facet Wealth, Inc.52,923$1.62M0.03%+18,42113F-HRTimeline
Thrive Wealth Management, LLC52,780$1.62M0.24%+26513F-HRTimeline
Centurion Wealth Management LLC52,761$1.62M0.37%+32,75113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.52,674$1.62M0.77%+1,49313F-HRTimeline
Carroll Advisory Group, LLC52,670$1.62M0.63%+21,41713F-HRTimeline
REDW Wealth LLC52,666$1.62M0.64%-2,32013F-HRTimeline
Signet Investment Advisory Group, Inc.52,548$1.61M0.74%-1513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC52,530$1.61M0.03%+23,62913F-HRTimelineGroup
J. Derek Lewis & Associates Inc.52,303$1.6M0.36%-44913F-HR/ATimeline
Clark Wealth Partners52,222$1.6M1.08%-1,22113F-HRTimeline
ETF Store, Inc.52,001$1.6M1.55%+2,66313F-HRTimeline
Birchwood Financial Partners, Inc.51,995$1.6M1.54%+4,86013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC51,869$1.59M0.17%new13F-HRTimelineGroup
Evolution Wealth Advisors, LLC51,788$1.59M0.16%-86,61013F-HRTimeline
Victrix Investment Advisors51,662$1.59M0.58%-1,78813F-HRTimeline
Milestone Asset Management Group, LLC51,560$1.58M0.92%-84313F-HRTimeline
Semus Wealth Partners LLC51,317$1.57M0.88%+34713F-HRTimeline
ROTHSCHILD INVESTMENT LLC51,172$1.57M0.08%+13,02313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…51,171$1.57M0.03%-34213F-HRTimelineGroup
Ally Invest Advisors Inc.51,033$1.57M0.11%+1,75713F-HRTimeline
Wall Street Financial Group, Inc.51,017$1.57M0.93%new13F-HRTimeline
Ignite Planners, LLC50,817$1.56M0.24%+40,74113F-HRTimeline
Capital Advisors, Ltd. LLC50,819$1.56M0.18%+23,16513F-HRTimeline
AssuredPartners Investment Advisors, LLC50,701$1.55M0.17%+6,87713F-HRTimeline
URS Advisory LLC50,601$1.55M1.14%new13F-HRTimeline
KG Capital Management50,178$1.54M1.1%+8,69513F-HRTimeline
CAPITAL ADVISORS INC/OK49,887$1.53M0.02%-1,10113F-HRTimeline
KLCM Advisors, Inc.49,880$1.53M0.13%-4,35913F-HRTimeline
Steelhead Wealth Management LLC49,685$1.52M0.77%13F-HRTimeline
Aurora Private Wealth, Inc.54,945$1.52M1.08%-20,02213F-HRTimeline
Pacific Wealth Strategies Group, Inc.49,625$1.52M0.95%-1,94513F-HRTimeline
DIVERSIFIED TRUST CO49,359$1.51M0.03%+6813F-HRTimeline
Traynor Capital Management, Inc.49,538$1.51M0.09%+3,90013F-HRTimeline
V2 Financial group LLC49,110$1.51M0.7%+13,91013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC49,035$1.5M0.3%-89013F-HRTimeline
OUTFITTERS FINANCIAL LLC48,955$1.5M1.16%-1,81513F-HRTimeline
BLVD Private Wealth, LLC48,869$1.5M1.3%-3,47313F-HRTimeline
Advisory Resource Group48,839$1.5M0.26%-4,41413F-HRTimeline
Register Financial Advisors LLC48,832$1.5M0.55%-1,73713F-HRTimeline
PRIVATE TRUST CO NA48,821$1.5M0.13%-8,92513F-HRTimeline
Missouri Trust & Investment Co48,392$1.48M0.44%-1,81613F-HRTimeline
Focused Wealth Management, Inc48,094$1.48M0.15%+31313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC48,083$1.48M<0.01%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC47,911$1.47M0.12%+9,28113F-HRTimeline
Bogart Wealth, LLC47,902$1.47M0.06%+10,62313F-HRTimeline
Tull Financial Group, Inc.47,821$1.47M0.66%-21,86813F-HRTimeline
Royal Capital Wealth Management, LLC47,717$1.46M0.91%+8413F-HRTimeline
One Capital Management, LLC47,515$1.46M0.04%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC47,506$1.46M0.96%-1,79913F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV47,505$1.46M1.25%-2,46413F-HRTimeline
ADVISORTRUST PARTNERS, LLC47,425$1.45M0.61%-8,89913F-HRTimeline
Summit Wealth Partners, LLC47,262$1.45M0.23%+2,93913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO47,164$1.45M0.02%-23,28113F-HRTimeline
W ADVISORS, LLC46,959$1.44M0.74%+12013F-HRTimeline
OpenArc Corporate Advisory, LLC46,884$1.44M0.02%+29,62913F-HRTimeline
TruNorth Capital Management, LLC46,878$1.44M0.28%+813F-HRTimeline
TD Capital Management LLC46,771$1.43M0.13%+10,33313F-HRTimeline
Jupiter Wealth Management LLC45,000$1.43M0.56%013F-HRTimeline
Costello Asset Management, INC46,563$1.43M0.49%-72113F-HRTimeline
EHRLICH FINANCIAL GROUP46,560$1.43M0.82%+13613F-HRTimeline
Intentional Wealth Strategies, LLC46,358$1.42M1.32%13F-HRTimeline
Haverford Trust Co46,161$1.42M0.01%+77813F-HRTimeline
Washington Trust Advisors, Inc.46,145$1.42M0.11%+1,33413F-HRTimeline
WealthBridge Capital Management, LLC45,742$1.4M0.32%+1,31813F-HRTimeline
McGlone Suttner Wealth Management, Inc.45,662$1.4M0.19%+1,80413F-HRTimeline
Disciplined Investors, L.L.C.45,600$1.4M0.83%+313F-HRTimeline
Canal Capital Management, LLC45,446$1.39M0.19%-195,67813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…45,410$1.39M0.3%+1,89013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC45,355$1.39M0.03%+1,43713F-HRTimeline
Prospect Financial Services LLC45,206$1.39M0.85%+4,95713F-HRTimeline
Cornerstone Wealth Group, LLC44,676$1.38M0.09%+26,96313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC45,054$1.38M0.27%-8,00213F-HRTimeline
LexAurum Advisors, LLC44,782$1.37M0.18%13F-HRTimeline
Evergreen Wealth Management, LLC44,758$1.37M0.71%-1,46313F-HRTimeline
LANDAAS & CO /WI /ADV44,608$1.37M0.3%013F-HRTimeline
Attessa Capital LLC44,545$1.37M0.74%-7,50013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO49,683$1.36M0.13%013F-HRTimelineGroup
Private Advisory Group LLC43,973$1.35M0.09%-4,14813F-HRTimeline
Boyce & Associates Wealth Consulting, I…43,562$1.34M1.01%+98813F-HRTimeline
Cornerstone Wealth Management, LLC43,485$1.33M0.07%+17213F-HRTimeline
Elevated Financial Group LLC43,412$1.33M0.44%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC43,323$1.33M1.05%+38813F-HRTimeline
Hilltop National Bank43,170$1.32M0.31%-1,98013F-HRTimeline
Apella Capital, LLC42,485$1.32M0.02%+26,39013F-HRTimeline
Squire Investment Management Company, L…42,880$1.32M0.37%+813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC42,854$1.31M0.13%+5,68113F-HRTimeline
Glass Jacobson Investment Advisors llc42,782$1.31M0.45%+4,86513F-HRTimeline