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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Factor Wealth Management LTD32,964$901K0.3%13F-HRTimeline
Squire Investment Management Company, L…32,834$897K0.39%+25,48613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC32,822$897K0.01%+28,80813F-HRTimelineGroup
Hayek Kallen Investment Management32,781$896K0.33%+21,74913F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…32,730$894K0.19%+21,87013F-HRTimeline
Pinnacle Bancorp, Inc.32,529$889K0.29%+20,89813F-HRTimeline
Insight Wealth Partners, LLC32,492$888K0.56%+20,02313F-HRTimeline
Darrow Company, Inc.32,368$884K0.51%+21,68113F-HRTimeline
Institute for Wealth Management, LLC.32,286$882K0.11%+22,16713F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC32,253$881K0.02%new13F-HRTimeline
Crew Capital Management, Ltd32,172$879K0.73%+14,33713F-HRTimeline
Next Capital Management LLC32,106$877K0.36%+21,65513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…32,092$877K0.31%new13F-HRTimeline
Cornerstone Wealth Management, LLC32,073$876K0.06%+21,71813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC32,053$876K0.15%+20,09413F-HRTimeline
First Financial Group Corp32,032$875K0.97%13F-HRTimeline
Barnett & Company, Inc.31,943$873K0.57%+21,57613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC31,790$869K0.4%+25,68913F-HRTimeline
PKS Advisory Services, LLC31,617$864K0.22%13F-HRTimeline
Modera Wealth Management, LLC31,598$863K0.01%+20,61513F-HRTimeline
BAILARD, INC.31,564$862K0.02%+19,99813F-HRTimeline
Stonebrook Private Inc.31,524$861K0.23%+20,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,422$858K<0.01%-24,23313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC31,326$856K0.01%+20,19613F-HRTimeline
DDD Partners, LLC31,246$854K0.1%+20,95813F-HRTimeline
Wernau Asset Management Inc.31,209$853K0.83%13F-HRTimeline
SignalPoint Asset Management, LLC31,160$851K0.21%+21,08113F-HRTimeline
M Holdings Securities, Inc.31,142$851K0.14%new13F-HR/ATimeline
Firestone Capital Management31,052$848K0.21%+21,25213F-HRTimeline
AVALON CAPITAL MANAGEMENT31,050$848K0.27%+20,70013F-HRTimeline
Loudon Investment Management, LLC31,021$847K0.48%+22,55913F-HRTimeline
Moloney Securities Asset Management, LLC30,984$846K0.11%+20,40413F-HRTimeline
Faithward Advisors, LLC30,904$844K0.14%+28,51813F-HRTimeline
MIdWestOne Financial Group, Inc.30,718$839K0.12%new13F-HRTimeline
W ADVISORS, LLC30,657$838K0.52%+21,80313F-HRTimeline
WEALTH ALLIANCE, LLC30,496$833K0.1%+20,23413F-HRTimeline
Rench Wealth Management, Inc.30,476$833K0.28%+20,77713F-HRTimeline
Sunesis Advisors, LLC30,410$831K0.51%+20,27413F-HRTimeline
Arete Wealth Advisors, LLC30,118$823K0.06%+22,89313F-HRTimeline
Retirement Planning Group, LLC29,982$819K0.04%+22,24113F-HRTimeline
SAGE FINANCIAL GROUP INC29,979$819K0.07%+19,88713F-HRTimeline
Sand Hill Global Advisors, LLC29,901$817K0.03%+19,93413F-HRTimeline
OARSMAN CAPITAL, INC.29,901$817K0.14%+19,12213F-HRTimeline
D'Orazio & Associates, Inc.29,851$816K0.12%+19,42713F-HRTimeline
Clear Point Advisors Inc.29,604$809K0.69%+19,78213F-HRTimeline
Van Cleef Asset Management,Inc29,573$808K0.09%+19,80613F-HRTimeline
LANDAAS & CO /WI /ADV29,520$806K0.22%+19,68013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC29,297$800K0.76%13F-HRTimeline
Wilkins Miller Wealth Management, LLC29,055$794K0.83%13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC28,998$792K0.44%+17,70713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC28,748$785K0.02%+19,47313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC28,711$784K0.08%+15,73713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP28,650$783K<0.01%new13F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP28,575$780K0.14%+19,05013F-HRTimeline
Schrum Private Wealth Management LLC28,544$780K0.66%+9,69613F-HRTimeline
Beacon Capital Management, LLC28,521$779K0.1%+18,35413F-HRTimeline
RAINIER FAMILY WEALTH INC28,306$773K0.94%13F-HRTimeline
Strategies Wealth Advisors, LLC27,899$772K0.1%+18,50913F-HRTimeline
Vanguard Capital Wealth Advisors28,194$770K0.84%+19,61213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bonfire Financial27,918$763K0.69%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC27,902$762K0.02%+17,72513F-HRTimeline
Councilor Wealth, LLC27,877$762K0.36%+20,81513F-HRTimeline
Level Wealth Management LLC27,836$760K0.54%13F-HR/ATimeline
Invst, LLC27,757$758K0.09%+18,45713F-HRTimeline
VALICENTI ADVISORY SERVICES INC27,703$757K0.19%+20,78813F-HRTimeline
KFG WEALTH MANAGEMENT, LLC27,548$753K0.14%+20,55913F-HRTimeline
American Trust27,294$746K0.06%new13F-HRTimeline
Bank of New Hampshire27,280$745K0.19%+18,22013F-HRTimeline
Baldwin Investment Management, LLC27,193$743K0.1%+12,16213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC27,094$740K0.06%+18,86413F-HRTimeline
Ransom Advisory, Ltd27,067$739K0.34%+18,79813F-HRTimeline
GWN SECURITIES INC.26,334$737K0.2%13F-HRTimeline
Prossimo Advisors, LLC26,817$733K0.53%+17,87813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD8,649$731K0.04%013F-HRTimeline
CGN Advisors LLC26,690$729K0.07%+16,79713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.26,338$720K0.14%+17,58813F-HRTimeline
Fusion Capital, LLC26,289$718K0.29%+16,65613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC26,277$718K0.08%+17,51813F-HRTimeline
Financial Perspectives, Inc26,249$717K0.24%+19,54013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…26,180$715K0.22%+17,30513F-HRTimeline
Parkside Financial Bank & Trust26,156$715K0.09%+17,17913F-HRTimeline
Greenhouse Wealth Management, LLC26,105$713K0.47%+16,25713F-HRTimeline
Ellevest, Inc.26,087$713K0.04%+16,87913F-HRTimeline
GPS Wealth Strategies Group, LLC26,085$713K0.09%+17,59313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV26,028$711K0.19%+17,36313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP26,027$711K0.06%+16,51713F-HRTimeline
FineMark National Bank & Trust26,007$711K0.02%+17,19813F-HRTimeline
CHAPIN DAVIS, INC.8,397$710K0.23%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,876$707K0.05%+17,44713F-HRTimeline
NAPATREE CAPITAL LLC25,804$705K0.41%+17,24313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC25,768$704K0.27%+17,39813F-HR/ATimeline
Capital Management Associates, Inc25,768$704K0.26%+17,24013F-HRTimeline
LifePlan Financial, LLC25,701$702K0.62%+16,70613F-HRTimeline
Wolfstich Capital, LLC25,692$702K0.62%13F-HRTimeline
Smart Portfolios, LLC25,685$702K0.73%+17,01913F-HRTimeline
LOWE BROCKENBROUGH & CO INC25,551$698K0.04%+16,55113F-HRTimeline
Quantum Financial Advisors, LLC25,482$696K0.11%new13F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…25,452$695K0.49%+16,96813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.25,436$695K0.32%new13F-HRTimeline
Granite Bay Wealth Management, LLC25,390$694K0.26%new13F-HRTimeline
Breakwater Capital Group25,401$694K0.14%+17,24313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC25,299$691K0.03%+17,09813F-HRTimeline
Sharkey, Howes & Javer25,240$690K0.1%+17,04313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC25,237$689K0.13%+17,03613F-HRTimeline
Advyzon Investment Management, LLC25,186$688K0.27%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.24,696$687K0.03%+16,15413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO25,104$686K0.01%+17,05013F-HRTimeline
Key Financial Inc25,038$684K0.16%+16,69213F-HRTimeline
Cypress Capital, LLC24,983$683K0.2%-25,16613F-HRTimeline
Members Advisory Group LLC24,946$682K0.28%-223,63113F-HRTimeline
Cornell Pochily Investment Advisors, In…24,881$680K0.24%+16,81213F-HRTimeline
Perissos Private Wealth Management, LLC24,830$678K0.51%+16,79113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…24,770$677K0.27%+15,95013F-HRTimeline
FIRST FINANCIAL CORP /IN/24,636$673K0.31%+16,32413F-HRTimeline
APPLETON PARTNERS INC/MA24,619$673K0.05%+16,16113F-HRTimeline
FSA Investment Group, LLC24,217$666K0.58%13F-HRTimeline
Nicholas Hoffman & Company, LLC.24,352$665K0.03%+16,51513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Front Row Advisors LLC24,312$664K0.23%+16,58413F-HRTimeline
Sonora Investment Management Group, LLC24,224$662K0.05%+17,04213F-HRTimeline
Ellis Investment Partners, LLC24,151$660K0.13%+17,51313F-HRTimeline
Avantra Family Wealth, Inc.24,140$659K0.62%13F-HRTimeline
PROMETHIUM ADVISORS,LLC24,078$658K0.45%+15,69813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC23,953$654K0.19%+19,10513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC23,930$654K0.35%+16,81213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT23,877$652K0.01%+16,79513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC23,868$652K0.39%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC23,836$651K0.06%+20,32013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors23,900$651K0.1%+18,65013F-HRTimelineGroup
Dominguez Wealth Management Solutions, …23,818$651K0.47%+15,90513F-HRTimeline
FSM Wealth Advisors, LLC23,347$650K0.16%+15,74213F-HRTimeline
Washington Trust Advisors, Inc.23,476$641K0.05%+18,28113F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.23,369$638K0.36%13F-HRTimeline
Financial Partners Group, LLC23,228$635K0.26%+15,51013F-HRTimeline
Aerodigm Wealth, LLC23,219$634K0.38%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.22,998$628K0.01%+15,21813F-HR/ATimelineGroup
Fulcrum Capital LLC22,995$628K0.13%+15,33013F-HRTimeline
Blue Trust, Inc.22,928$626K0.01%+8,50013F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP22,927$626K0.01%+16,32713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC22,917$626K0.2%+14,43513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.22,845$624K<0.01%+15,23013F-HRTimelineGroup
SP Asset Management LLC22,824$624K0.05%+15,28713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…22,732$621K<0.01%+16,56013F-HRTimelineGroup
Davis Wealth Advisors, LLC22,707$620K0.68%13F-HRTimeline
Gemmer Asset Management LLC22,692$620K0.06%+15,19713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.22,647$619K0.25%+14,88013F-HRTimeline
Salomon & Ludwin, LLC22,638$618K0.07%+15,03413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC22,636$618K0.04%+15,03913F-HRTimeline
Magnus Financial Group LLC22,566$617K0.06%+15,29313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …22,527$615K0.36%+15,73213F-HRTimeline
Austin Private Wealth, LLC22,450$613K0.06%+14,81513F-HRTimeline
Florida Trust Wealth Management Co22,449$613K0.02%+16,76613F-HRTimeline
WEIK CAPITAL MANAGEMENT22,335$610K0.25%+15,01513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/22,325$610K0.03%+14,90413F-HRTimeline
Cascade Financial Partners, LLC22,247$608K0.08%+35013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…22,199$606K0.25%+15,61213F-HRTimelineGroup
LCNB CORP22,160$605K0.22%+15,09013F-HRTimeline
Mission Creek Capital Partners, Inc.22,092$604K0.13%+14,72813F-HRTimeline
Fairway Wealth LLC21,957$600K0.27%new13F-HRTimeline
AlphaQ Advisors LLC21,874$598K1.63%+14,60813F-HRTimeline
TWO SIGMA SECURITIES, LLC21,851$597K0.11%new13F-HRTimeline
Bordeaux Wealth Advisors LLC21,842$597K0.1%+14,56113F-HR/ATimeline
TFR Capital, LLC.21,773$595K0.3%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,741$594K<0.01%+16,15413F-HRTimelineGroup
Full Sail Capital, LLC21,628$591K0.04%+14,02113F-HRTimeline
Aldebaran Financial Inc.21,524$586K0.68%new13F-HRTimeline
Moors & Cabot, Inc.21,432$586K0.03%+14,69913F-HRTimeline
Bedel Financial Consulting, Inc.20,908$584K0.08%+13,89013F-HRTimeline
Investment Partners Asset Management, I…21,348$583K0.46%+13,19013F-HRTimeline
Bogart Wealth, LLC21,295$582K0.03%+17,27013F-HRTimeline
Plan Group Financial, LLC21,269$581K0.31%+14,05513F-HRTimeline
OMC Financial Services LTD21,258$581K0.25%+14,43013F-HRTimeline
Planned Solutions, Inc.21,218$580K0.24%+14,72513F-HRTimeline
Tidemark, LLC21,198$579K0.22%+14,21313F-HRTimeline
Capital Planning LLC21,196$579K0.15%+11,90613F-HRTimeline
Northstar Financial Companies, Inc.21,120$577K0.55%13F-HRTimeline
Investmark Advisory Group LLC21,089$576K0.28%+14,07813F-HRTimeline
Delta Financial Group, Inc.21,001$574K0.13%new13F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC20,955$572K0.25%new13F-HRTimeline
Destination Wealth Management20,905$571K0.02%+16,05413F-HRTimeline
Capital Advisors Wealth Management, LLC20,886$571K0.1%+15,00813F-HRTimeline
Baker Avenue Asset Management, LP20,862$570K0.02%+13,72013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC20,807$568K<0.01%-1,43013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP20,613$563K0.01%+14,97313F-HR/ATimelineGroup
Sage Capital Advisors,llc20,465$559K0.15%+13,67013F-HRTimeline
HOLDERNESS INVESTMENTS CO20,446$559K0.12%+13,50313F-HRTimeline
O'ROURKE & COMPANY, Inc20,384$557K0.27%+13,64613F-HRTimeline
CERTUITY, LLC13,586$557K0.06%+10,32413F-HRTimeline
Trilogy Capital Inc.20,284$554K0.03%+13,55913F-HRTimeline
FC Advisory LLC20,192$552K0.18%+13,51313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC20,052$548K0.06%+14,26113F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,040$547K0.21%+13,36013F-HRTimeline
Tranquility Partners, LLC20,030$547K0.21%+13,49213F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.20,002$546K0.12%new13F-HRTimeline
Patton Albertson Miller Group, LLC20,001$546K0.07%+13,23313F-HRTimeline
Tiller Private Wealth, Inc.19,995$546K0.23%+13,15413F-HRTimeline
Mirador Capital Partners LP19,979$546K0.1%+13,43513F-HRTimeline
Horizon Investment Services, LLC19,912$544K0.23%+12,08413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…19,846$542K0.57%+13,24913F-HRTimeline
Fearless Solutions, LLC dba Best Invest19,828$542K0.41%13F-HRTimeline
Herold Advisors, Inc.19,822$542K0.12%+13,28113F-HRTimeline