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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers
2,126
13F filers
2,150
New
162
Added
1,079
Reduced
640
Sold out
78
Shares held by filers
834,800,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Advisory Solutions Group, LLC44,583$1.41M0.48%13F-HRTimeline
Private Advisory Group LLC44,212$1.4M0.08%+23913F-HRTimeline
Intentional Wealth Strategies, LLC44,164$1.4M1.31%-2,19413F-HRTimeline
Wolfstich Capital, LLC43,231$1.4M1.08%-16,85413F-HRTimeline
AMERIFLEX GROUP, INC.44,089$1.4M0.57%+5,11413F-HRTimeline
Attessa Capital LLC44,010$1.4M0.63%-53513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC43,752$1.39M0.08%+1,83513F-HRTimeline
Advyzon Investment Management, LLC43,494$1.38M0.1%+13,11913F-HRTimeline
Hilltop National Bank43,170$1.37M0.29%013F-HRTimeline
Moors & Cabot, Inc.43,152$1.37M0.05%+3,78913F-HRTimeline
Ironwood Financial, llc41,901$1.36M0.21%+6,46813F-HRTimeline
Princeton Global Asset Management LLC42,950$1.36M0.2%-23,58413F-HRTimeline
Squire Investment Management Company, L…42,885$1.36M0.33%+513F-HRTimeline
Facet Wealth, Inc.42,876$1.36M0.02%-10,04713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …42,744$1.36M0.07%+11,89713F-HRTimeline
Revisor Wealth Management LLC42,526$1.35M0.32%+2413F-HRTimeline
ASPIRIANT, LLC42,417$1.35M0.03%+6,23213F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC42,375$1.34M0.28%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC42,297$1.34M0.12%-55713F-HRTimeline
Worth Financial Advisory Group, LLC41,972$1.33M0.55%+41,48513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…40,254$1.32M0.43%+1,02713F-HRTimeline
Apella Capital, LLC40,488$1.32M0.02%-1,99713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…41,456$1.31M0.03%-15613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO41,307$1.31M0.02%-5,85713F-HRTimeline
Guardian Asset Advisors, LLC40,938$1.3M0.6%-26,38213F-HRTimeline
RETIREMENT GUYS FORMULA LLC40,888$1.3M0.49%+24113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC40,872$1.3M0.08%-10013F-HRTimeline
SYM FINANCIAL Corp40,810$1.29M0.1%+51613F-HRTimeline
Colorado Capital Management, Inc.40,545$1.29M0.44%+1,60113F-HRTimeline
FIRST MANHATTAN CO. LLC.40,409$1.28M<0.01%-413F-HRTimeline
Pine Valley Investments Ltd Liability Co40,398$1.28M0.05%+3,20413F-HRTimeline
One Day In July LLC40,279$1.28M0.09%-73713F-HRTimeline
FOSTER & MOTLEY INC39,952$1.27M0.06%+31,19013F-HRTimeline
Shearwater Capital LLC39,910$1.27M0.6%013F-HRTimeline
Ellis Investment Partners, LLC39,619$1.26M0.19%+5,20413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC39,540$1.25M0.12%+4,00713F-HRTimeline
Trust Co39,354$1.25M0.11%+7,95413F-HRTimeline
Dominguez Wealth Management Solutions, …39,167$1.24M0.68%+3,31613F-HRTimeline
Beacon Financial Advisory LLC39,151$1.24M0.24%+10,50613F-HRTimeline
Compass Ion Advisors, LLC39,137$1.24M0.11%+9813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,100$1.24M<0.01%new13F-HRTimelineGroup
Serenity Investment Advisors35,308$1.24M0.53%+1,81413F-HRTimeline
Elevation Capital Advisory, LLC39,071$1.24M0.48%-209,71413F-HRTimeline
Florida Trust Wealth Management Co38,984$1.24M0.03%-94313F-HRTimeline
Orion Porfolio Solutions, LLC38,864$1.23M0.01%-34,27113F-HRTimeline
CWA Asset Management Group, LLC38,612$1.22M0.04%-2,28813F-HRTimeline
Vanguard Capital Wealth Advisors38,584$1.22M0.83%+2,00213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Owen LaRue, LLC38,541$1.22M0.43%+6,24913F-HRTimeline
Invst, LLC38,529$1.22M0.12%+29,16013F-HRTimeline
Nabity-Jensen Investment Management Inc38,476$1.22M0.75%013F-HRTimeline
Guardian Wealth Management, Inc.38,380$1.22M0.6%+23513F-HRTimeline
Solidarity Wealth, LLC38,248$1.21M0.21%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC39,444$1.21M0.05%+23,40813F-HRTimeline
KINTRA WEALTH, LLC35,147$1.21M0.06%+6,26813F-HRTimeline
Modera Wealth Management, LLC37,500$1.19M0.01%+2,17213F-HRTimeline
First Financial Group Corp37,385$1.19M0.86%+1913F-HRTimeline
Millstone Evans Group, LLC37,221$1.18M0.64%+27813F-HRTimeline
Soundwatch Capital LLC37,128$1.18M0.13%+6,41913F-HRTimeline
TFB Advisors LLC37,063$1.18M0.52%+25,23013F-HRTimeline
OMNI 360 Wealth, Inc.37,040$1.17M0.54%-1,94713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC36,959$1.17M0.19%+20213F-HRTimeline
MERIDIAN MANAGEMENT CO36,956$1.17M0.26%+29013F-HRTimeline
RHS Financial, LLC36,758$1.17M0.47%-4,25013F-HRTimeline
Insight Wealth Partners, LLC36,710$1.16M0.16%-50713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD36,684$1.16M0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT36,636$1.16M0.02%+18,21513F-HR/ATimeline
FAS Wealth Partners, Inc.36,576$1.16M0.06%+37613F-HRTimeline
Evolution Wealth Advisors, LLC36,393$1.15M0.13%-15,39513F-HRTimeline
Meridian Wealth Partners, LLC35,975$1.14M0.14%+913F-HRTimeline
Balefire, LLC35,973$1.14M0.19%+10,25213F-HRTimeline
AF Advisors, Inc.35,878$1.14M0.56%new13F-HRTimeline
NOVEM GROUP35,846$1.14M0.12%+1,63213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD35,759$1.13M0.46%+46413F-HRTimeline
Sun Group Wealth Partners35,284$1.12M0.76%+15,22613F-HRTimeline
Narwhal Capital Management35,238$1.12M0.08%-43813F-HRTimeline
Code Waechter LLC35,192$1.12M0.58%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC35,181$1.12M0.17%+1513F-HRTimeline
Morling Financial Advisors, LLC35,119$1.11M0.31%013F-HRTimeline
CFS Investment Advisory Services, LLC34,327$1.11M0.07%+86313F-HRTimeline
Insight Advisors, LLC/ PA34,993$1.11M0.2%+5,52613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC34,980$1.11M0.51%+14113F-HRTimeline
Beaumont Financial Advisors, LLC34,955$1.11M0.07%+613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC34,832$1.1M0.03%-3,30913F-HRTimeline
Embree Financial Group34,823$1.1M0.11%-28,04813F-HRTimeline
THOMPSON DAVIS & CO., INC.34,807$1.1M0.66%+17,64413F-HRTimeline
Badgley Phelps Wealth Managers, LLC34,781$1.1M0.02%-1,38713F-HRTimeline
Barnett & Company, Inc.34,612$1.1M0.81%+1,11313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …34,591$1.1M<0.01%-5,13813F-HRTimelineGroup
VestGen Advisors, LLC34,584$1.1M0.03%-18,53913F-HRTimeline
Walkner Condon Financial Advisors LLC34,495$1.09M0.13%-36513F-HRTimeline
Plante Moran Financial Advisors, LLC34,489$1.09M0.05%-1,00013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO34,207$1.08M0.27%+4,54513F-HRTimeline
Etesian Wealth Advisors, Inc.34,090$1.08M0.32%+9,15713F-HRTimeline
Aaron Wealth Advisors LLC34,055$1.08M0.05%+313F-HRTimeline
Wernau Asset Management Inc.33,994$1.08M1.02%+94813F-HRTimeline
SG Americas Securities, LLC33,829$1.07M<0.01%new13F-HRTimeline
Arsenal Capital Advisors LLC33,728$1.07M0.63%+25413F-HRTimeline
Yoder Wealth Management, Inc.33,576$1.06M0.42%-3,60013F-HRTimeline
Zhang Financial LLC33,377$1.06M0.03%+18813F-HRTimeline
Baldwin Investment Management, LLC33,305$1.06M0.1%+8,46613F-HRTimeline
Paulson Wealth Management Inc.33,091$1.05M0.22%-4013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC31,854$1.04M0.41%-4,56013F-HRTimeline
O'ROURKE & COMPANY, Inc32,677$1.04M0.36%+1,57413F-HRTimeline
American Capital Advisory, LLC32,441$1.03M0.38%+7,30713F-HRTimeline
Fusion Capital, LLC32,397$1.03M0.24%+1,12513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …32,198$1.02M<0.01%013F-HR/ATimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC32,039$1.02M0.02%+32713F-HRTimeline
Focused Wealth Management, Inc31,973$1.01M0.09%-16,12113F-HRTimeline
WESPAC Advisors, LLC31,964$1.01M0.49%-11213F-HRTimeline
Van Cleef Asset Management,Inc31,482$998K0.1%+1,27713F-HRTimeline
Verum Partners LLC31,382$995K0.15%-2,92913F-HRTimeline
HOLDERNESS INVESTMENTS CO31,360$994K0.17%+5,02213F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC31,331$994K0.54%-2,03913F-HRTimeline
Dala Group, LLC31,303$993K0.82%-34,35913F-HRTimeline
NorthCrest Asset Manangement, LLC30,704$991K0.03%-11,82213F-HRTimeline
Advance Capital Management, Inc.31,165$988K0.03%+1,49513F-HRTimeline
AVALON CAPITAL MANAGEMENT31,050$985K0.23%013F-HRTimeline
Accurate Wealth Management, LLC30,268$981K0.09%new13F-HRTimeline
WEALTH ALLIANCE, LLC30,868$979K0.08%-513F-HRTimeline
Darrow Company, Inc.30,703$977K0.38%+12113F-HRTimeline
Bank of New Hampshire30,805$977K0.2%+70013F-HRTimeline
WEBSTER BANK, N. A.30,750$975K0.08%+51413F-HRTimeline
Successful Portfolios LLC30,103$975K0.46%+3,24613F-HRTimeline
Wood Tarver Financial Group, LLC30,689$973K0.23%+52913F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…30,660$972K0.64%+5,74913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI30,645$972K0.04%+15,69513F-HRTimeline
Glen Eagle Advisors, LLC30,475$966K0.12%-4,87213F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …30,473$966K0.33%13F-HRTimeline
Pinion Investment Advisors, LLC30,370$963K0.18%-3,21413F-HRTimeline
SWS Partners30,315$961K0.21%013F-HRTimeline
IF Advisors, LLC30,304$961K0.63%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC30,229$959K0.21%-28113F-HRTimeline
Sunesis Advisors, LLC30,009$952K0.39%013F-HRTimeline
Connecticut Wealth Management, LLC30,000$951K0.04%013F-HRTimeline
HOWE & RUSLING INC29,978$951K0.06%+2,99213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC29,889$948K0.27%+8,06013F-HRTimeline
Graney & King, LLC29,840$946K0.34%-1,41513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP29,822$946K0.01%-1,38113F-HRTimelineGroup
Round Rock Advisors LLC29,763$944K0.12%-51413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.29,732$943K0.13%+1,14713F-HRTimeline
Brand Asset Management Group, Inc.29,657$940K0.21%-2,21313F-HRTimeline
August Group Capital Ltd29,608$939K1.03%+1,43413F-HRTimeline
Arete Wealth Advisors, LLC29,474$935K0.06%+1,89713F-HR/ATimeline
Altus Wealth Group LLC29,470$935K0.34%-2,42613F-HRTimeline
SOA Wealth Advisors, LLC.29,449$934K0.16%-3,18113F-HRTimeline
Buska Wealth Management, LLC29,448$934K0.34%+46013F-HRTimeline
Financial Planning Hawaii, Inc.29,419$933K0.5%+2,78113F-HRTimeline
Creekside Partners29,395$932K0.34%+68513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG29,363$931K0.01%new13F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC29,235$927K0.04%+4,38313F-HRTimeline
Immaculate Wealth Management LLC29,204$926K6.27%-33313F-HRTimeline
Crusonia Wealth Advisors LLC29,201$926K0.15%+1,82513F-HRTimeline
Nicholas Hoffman & Company, LLC.29,174$925K0.02%+12213F-HRTimeline
Northstar Financial Companies, Inc.28,944$918K0.62%+67713F-HRTimeline
Almanack Investment Partners, LLC.28,939$918K0.12%+18,22913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28,904$917K<0.01%+5,36913F-HRTimelineGroup
Cadent Capital Advisors, LLC28,896$916K0.19%+1,70913F-HRTimeline
AllGen Financial Advisors, Inc.28,866$915K0.2%-3,32013F-HRTimeline
Cooper Financial Group28,701$910K0.08%-3,46813F-HRTimeline
Fulton Bank, N.A.28,694$910K0.03%+2,30013F-HRTimeline
VALICENTI ADVISORY SERVICES INC28,679$909K0.17%-19513F-HRTimeline
Old Mission Investment Co LLC28,646$908K0.19%+2,18313F-HRTimeline
Legacy Capital Wealth Partners, LLC28,643$908K0.17%-2,39213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC28,586$906K0.21%+16313F-HRTimeline
Key Financial Inc28,583$906K0.15%+2313F-HRTimeline
BAILARD, INC.28,538$905K0.02%+113F-HRTimeline
SHP Wealth Management28,498$904K0.06%-54413F-HRTimeline
Front Row Advisors LLC26,303$901K0.26%-68413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC28,411$901K0.06%-1,76513F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC28,323$898K0.05%+11,18613F-HRTimeline
Perissos Private Wealth Management, LLC28,306$898K0.61%+2,10113F-HRTimeline
FSM Wealth Advisors, LLC28,294$897K0.1%+2,96013F-HRTimeline
Ullmann Wealth Partners Group, LLC28,250$896K0.08%+913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.28,088$891K0.52%-2,80613F-HRTimeline
R2 Capital Strategies, LLC27,892$884K0.4%13F-HRTimeline
SAGE FINANCIAL GROUP INC27,792$881K0.05%+27113F-HRTimeline
Bernardo Wealth Planning LLC27,613$876K0.15%+15813F-HRTimeline
Orcam Financial Group27,503$872K0.43%-38813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP27,438$870K0.16%-11413F-HR/ATimeline
PROATHLETE WEALTH MANAGEMENT LLC27,431$869K0.21%+26,87213F-HRTimeline
CERTUITY, LLC21,946$867K0.04%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.27,338$867K0.1%+2,40513F-HR/ATimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…27,300$866K0.18%+5,17613F-HRTimeline
CMH Wealth Management LLC27,285$865K0.13%-45013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC27,238$864K0.21%-93913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS27,228$863K0.03%+12,77013F-HRTimelineGroup
OARSMAN CAPITAL, INC.27,204$863K0.09%-1,78613F-HRTimeline
MFA WEALTH ADVISORS, LLC27,175$862K0.15%-3,75813F-HRTimeline
Investment Management Trust, LLC27,139$861K0.77%+7,07913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC27,134$860K0.11%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC26,997$856K0.01%+6,43113F-HRTimeline
Brookwood Investment Group LLC26,981$856K0.1%-3,56613F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding26,885$853K-26,669Timeline
EVERGREEN CAPITAL MANAGEMENT LLC26,727$848K0.01%+77013F-HRTimeline
TFR Capital, LLC.26,696$847K0.24%-2,01313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC26,666$846K0.13%+1,41513F-HRTimeline
CGN Advisors LLC26,485$840K0.06%-62913F-HRTimeline
Golden State Wealth Management, LLC26,461$839K0.08%+4,30013F-HRTimeline
Firestone Capital Management26,419$838K0.16%+68813F-HRTimeline
Keystone Wealth Services, LLC26,291$834K0.15%+3,26013F-HRTimeline