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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PATTEN & PATTEN INC/TN34,966$978K0.07%+12813F-HRTimeline
WEBSTER BANK, N. A.34,770$972K0.11%013F-HRTimeline
One Day In July LLC34,619$968K0.1%-10313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD34,502$965K0.58%-1313F-HRTimeline
Full Sail Capital, LLC34,203$956K0.06%+12,57513F-HRTimeline
Bell Bank34,061$952K0.05%-9,76313F-HRTimeline
Aaron Wealth Advisors LLC34,020$951K0.11%-2,12713F-HRTimeline
Segment Wealth Management, LLC33,900$948K0.06%-23,73013F-HRTimeline
Beaumont Financial Advisors, LLC33,829$946K0.07%-15713F-HRTimeline
Adams Wealth Management33,287$931K0.18%-30313F-HRTimeline
CacheTech Inc.33,287$931K0.18%-30313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…33,274$930K<0.01%+10,54213F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY33,037$924K0.94%new13F-HRTimeline
W ADVISORS, LLC32,976$922K0.58%+2,31913F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.32,865$919K0.52%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC32,720$915K0.5%-25013F-HRTimeline
Washington Trust Advisors, Inc.32,558$910K0.08%+9,08213F-HRTimeline
Pinnacle Bancorp, Inc.32,529$910K0.3%013F-HRTimeline
Squire Investment Management Company, L…32,465$908K0.38%-36913F-HRTimeline
BAILARD, INC.32,438$907K0.02%+87413F-HRTimeline
LANDAAS & CO /WI /ADV32,420$906K0.25%+2,90013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC32,300$903K<0.01%-57,70013F-HRTimeline
Firestone Capital Management32,213$901K0.24%+1,16113F-HRTimeline
Stonebrook Private Inc.32,148$899K0.23%+62413F-HRTimeline
Darrow Company, Inc.32,368$899K0.5%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC31,941$893K0.51%+8,07313F-HRTimeline
Modera Wealth Management, LLC31,871$891K0.01%+27313F-HRTimeline
DDD Partners, LLC31,699$886K0.11%+45313F-HRTimeline
Barnett & Company, Inc.31,538$882K0.74%-40513F-HRTimeline
Round Rock Advisors LLC31,483$880K0.16%-9,17613F-HRTimeline
SWS Partners31,456$880K0.29%-3,73413F-HR/ATimeline
Crew Capital Management, Ltd31,406$878K0.72%-76613F-HRTimeline
Cornerstone Wealth Management, LLC31,339$876K0.06%-73413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…34,845$876K0.36%-1,04813F-HRTimeline
Loudon Investment Management, LLC31,216$873K0.5%+19513F-HRTimeline
Wernau Asset Management Inc.31,209$873K0.9%013F-HRTimeline
AVALON CAPITAL MANAGEMENT31,050$868K0.25%013F-HRTimeline
Moloney Securities Asset Management, LLC31,030$868K0.12%+4613F-HRTimeline
Soundwatch Capital LLC30,940$865K0.39%-4,14813F-HRTimeline
Hayek Kallen Investment Management30,681$858K0.32%-2,10013F-HRTimeline
Bank of New Hampshire30,590$855K0.22%+3,31013F-HRTimeline
Insight Wealth Partners, LLC30,478$852K0.51%-2,01413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC30,468$852K0.23%+6,51513F-HRTimeline
Institute for Wealth Management, LLC.30,434$851K0.11%-1,85213F-HRTimeline
Sunesis Advisors, LLC30,414$850K0.46%+413F-HRTimeline
Smith Salley Wealth Management30,287$847K0.06%+20,59013F-HRTimeline
Florida Trust Wealth Management Co30,199$844K0.03%+7,75013F-HRTimeline
WEALTH ALLIANCE, LLC30,037$840K0.1%-45913F-HRTimeline
Clear Point Advisors Inc.30,008$839K0.75%+40413F-HRTimeline
TFR Capital, LLC.29,847$835K0.35%+8,07413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC29,820$834K0.8%+52313F-HRTimeline
Centricity Wealth Management, LLC29,805$833K0.76%-9,94213F-HRTimeline
Vanguard Capital Wealth Advisors29,728$831K1.02%+1,53413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leo Wealth, LLC29,716$831K0.12%-764,95613F-HRTimeline
Probity Advisors, Inc.29,480$824K0.16%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC29,256$818K0.09%+54513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC29,256$818K0.02%-3,74513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC29,223$817K0.01%-2,10313F-HRTimeline
Rench Wealth Management, Inc.29,166$815K0.28%-1,31013F-HRTimeline
Connecticut Wealth Management, LLC29,163$815K0.04%new13F-HRTimeline
Van Cleef Asset Management,Inc29,136$815K0.09%-43713F-HRTimeline
Wilkins Miller Wealth Management, LLC29,123$814K0.61%+6813F-HRTimeline
Blue Trust, Inc.29,082$813K0.01%+6,15413F-HRTimeline
Arete Wealth Advisors, LLC29,015$811K0.06%-1,10313F-HRTimeline
OARSMAN CAPITAL, INC.28,925$809K0.15%-97613F-HRTimeline
Advisor Resource Council37,399$802K0.06%new13F-HRTimeline
CCG WEALTH MANAGEMENT, LLC28,659$801K0.48%-33913F-HRTimeline
Sand Hill Global Advisors, LLC28,516$797K0.03%-1,38513F-HRTimeline
CERTUITY, LLC21,946$797K0.08%+8,36013F-HRTimeline
Pure Financial Advisors, LLC28,459$796K0.02%+14,36613F-HRTimeline
Councilor Wealth, LLC28,324$792K0.4%+44713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC28,215$789K0.14%-3,83813F-HRTimeline
Financial Perspectives, Inc28,185$788K0.27%+1,93613F-HRTimeline
VALICENTI ADVISORY SERVICES INC28,119$786K0.2%+41613F-HRTimeline
Delta Financial Group, Inc.27,994$786K0.18%+6,99313F-HRTimeline
Balefire, LLC28,084$785K0.27%new13F-HRTimeline
Level Wealth Management LLC27,971$782K0.51%+13513F-HRTimeline
Bonfire Financial27,918$781K0.72%013F-HRTimeline
Strategies Wealth Advisors, LLC27,901$780K0.1%+213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…27,814$778K0.03%-21,62113F-HRTimelineGroup
SAGE FINANCIAL GROUP INC27,708$775K0.06%-2,27113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC27,246$762K0.06%+15213F-HRTimeline
Tiller Private Wealth, Inc.27,149$759K0.32%+7,15413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC27,085$757K0.3%+1,31713F-HRTimeline
Badgley Phelps Wealth Managers, LLC26,944$753K0.02%-95813F-HRTimeline
Baker Avenue Asset Management, LP26,919$753K0.02%+6,05713F-HRTimeline
Prossimo Advisors, LLC26,817$750K0.56%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC26,637$745K0.09%+36013F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.26,612$744K0.15%+6,61013F-HRTimeline
WEIK CAPITAL MANAGEMENT26,610$744K0.3%+4,27513F-HRTimeline
Beacon Capital Management, LLC26,557$743K0.1%-1,96413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.26,476$740K0.14%+13813F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…26,327$736K0.23%+14713F-HRTimeline
McAlister, Sweet & Associates, Inc.26,233$733K0.56%new13F-HRTimeline
Greenhouse Wealth Management, LLC26,201$733K0.55%+9613F-HRTimeline
Traynor Capital Management, Inc.26,200$733K0.06%+7,00913F-HRTimeline
Ellis Investment Partners, LLC26,084$729K0.15%+1,93313F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV26,050$728K0.21%+2213F-HRTimeline
Invst, LLC26,004$727K0.1%-1,75313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC25,994$727K0.17%+14,13313F-HRTimeline
NAPATREE CAPITAL LLC25,908$724K0.41%+10413F-HRTimeline
Austin Private Wealth, LLC25,885$724K0.06%+3,43513F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,883$724K0.05%+713F-HRTimeline
LOWE BROCKENBROUGH & CO INC25,731$719K0.05%+18013F-HRTimeline
Wolfstich Capital, LLC25,692$718K0.65%013F-HR/ATimeline
FineMark National Bank & Trust25,657$717K0.03%-35013F-HRTimeline
Smart Portfolios, LLC25,655$717K0.78%-3013F-HRTimeline
Mach-1 Financial Group, LLC25,375$709K0.21%new13F-HRTimeline
Perissos Private Wealth Management, LLC25,337$708K0.65%+50713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC25,211$705K0.03%-8813F-HRTimeline
Key Financial Inc25,038$700K0.15%013F-HRTimeline
Planned Solutions, Inc.24,980$698K0.29%+3,76213F-HRTimeline
Faithward Advisors, LLC24,947$698K0.12%-5,95713F-HRTimeline
Front Row Advisors LLC24,947$698K0.27%+63513F-HRTimeline
GPS Wealth Strategies Group, LLC24,823$694K0.09%-1,26213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,787$693K0.51%-66513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.24,696$691K0.03%013F-HRTimelineGroup
WOLVERINE TRADING, LLC25,019$690K0.02%-70,72013F-HRTimeline
Plan Group Financial, LLC24,657$689K0.25%+3,38813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…24,608$688K0.26%-16213F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…24,561$687K0.78%+4,71513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC24,476$684K0.13%-76113F-HRTimeline
FSA Investment Group, LLC24,433$683K0.58%+21613F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC24,409$682K0.36%+47913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP24,379$682K0.06%-1,64813F-HRTimeline
Bridgewealth Advisory Group, LLC24,379$682K0.9%-268,36813F-HRTimeline
APPLETON PARTNERS INC/MA24,369$681K0.05%-25013F-HRTimeline
Cypress Capital, LLC24,280$679K0.2%-70313F-HRTimeline
Fusion Capital, LLC24,258$678K0.26%-2,03113F-HRTimeline
Sharkey, Howes & Javer24,253$678K0.1%-98713F-HRTimeline
Ellevest, Inc.24,245$678K0.05%-1,84213F-HRTimeline
Moors & Cabot, Inc.24,221$677K0.03%+2,78913F-HRTimeline
Breakwater Capital Group24,108$674K0.12%-1,29313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP27,552$670K0.13%-1,02313F-HRTimeline
LifePlan Financial, LLC23,929$669K0.58%-1,77213F-HRTimeline
Dominguez Wealth Management Solutions, …23,895$668K0.49%+7713F-HRTimeline
Magnus Financial Group LLC23,640$661K0.06%+1,07413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC23,610$660K0.07%new13F-HRTimeline
Stewardship Advisors, LLC23,513$657K0.18%-25,07413F-HRTimeline
Schrum Private Wealth Management LLC23,495$657K0.58%-5,04913F-HRTimeline
O'ROURKE & COMPANY, Inc23,491$657K0.33%+3,10713F-HRTimeline
Pine Valley Investments Ltd Liability Co23,436$655K0.04%+3,88013F-HRTimeline
FSM Wealth Advisors, LLC23,422$655K0.15%+7513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS23,415$655K<0.01%new13F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC23,353$653K0.07%+3,30113F-HRTimeline
Financial Partners Group, LLC23,300$651K0.28%+7213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.23,269$651K<0.01%+42413F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…23,109$646K0.23%-1,77213F-HRTimeline
FIRST FINANCIAL CORP /IN/23,031$644K0.31%-1,60513F-HRTimeline
SP Asset Management LLC23,029$644K0.06%+20513F-HRTimeline
Destination Wealth Management23,026$644K0.02%+2,12113F-HRTimeline
Retirement Planning Group, LLC23,004$643K0.03%-6,97813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.22,998$643K0.01%013F-HRTimelineGroup
Avantra Family Wealth, Inc.22,988$643K0.62%-1,15213F-HRTimeline
Trilogy Capital Inc.22,978$642K0.03%+2,69413F-HRTimeline
Fulcrum Capital LLC22,885$640K0.14%-11013F-HRTimeline
Davis Wealth Advisors, LLC22,849$639K0.72%+14213F-HRTimeline
Capital Advisors Wealth Management, LLC22,826$638K0.11%+1,94013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,727$635K0.02%new13F-HRTimelineGroup
Aerodigm Wealth, LLC22,717$635K0.35%-50213F-HRTimeline
Gemmer Asset Management LLC22,692$634K0.06%013F-HRTimeline
AlphaQ Advisors LLC22,673$634K1.52%+79913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP22,667$634K0.01%+2,05413F-HRTimelineGroup
D'Orazio & Associates, Inc.22,580$631K0.1%-7,27113F-HRTimeline
LCNB CORP22,485$629K0.23%+32513F-HRTimeline
Baldwin Investment Management, LLC22,478$628K0.08%-4,71513F-HRTimeline
Salomon & Ludwin, LLC22,469$628K0.07%-16913F-HRTimeline
Bordeaux Wealth Advisors LLC22,465$628K0.12%+62313F-HRTimeline
PROMETHIUM ADVISORS,LLC22,329$624K0.4%-1,74913F-HRTimeline
OMC Financial Services LTD22,280$623K0.28%+1,02213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,258$622K<0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC22,223$621K0.51%13F-HRTimeline
Charis Legacy Partners, LLC22,042$616K1.17%new13F-HRTimeline
Fairway Wealth LLC21,957$614K0.23%013F-HRTimeline
Mission Creek Capital Partners, Inc.21,915$613K0.15%-17713F-HRTimeline
Lane & Associates LLC21,875$612K0.33%+6,73213F-HRTimeline
CGN Advisors LLC21,843$611K0.06%-4,84713F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.21,701$607K0.29%-1,66813F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.21,677$606K0.24%-135,62213F-HRTimeline
Beacon Financial Advisory LLC21,667$606K0.18%+10,71413F-HRTimeline
Investment Partners Asset Management, I…21,652$605K0.48%+30413F-HRTimeline
Bogart Wealth, LLC21,630$605K0.03%+33513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,561$603K0.02%-7,18713F-HRTimeline
Aldebaran Financial Inc.21,524$602K0.74%013F-HRTimeline
Bleakley Financial Group, LLC21,441$599K0.02%+2,51113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,411$599K0.23%-1,23613F-HRTimeline
Verity & Verity, LLC21,250$594K0.05%+3,59413F-HRTimeline
HOLDERNESS INVESTMENTS CO21,184$592K0.14%+73813F-HRTimeline
SIGNATUREFD, LLC21,108$590K0.01%+1,43113F-HRTimeline
Cascade Financial Partners, LLC21,079$589K0.07%-1,16813F-HRTimeline
Oldfather Financial Services, LLC21,063$589K0.22%+7,58313F-HRTimeline
Virtue Capital Management, LLC21,047$588K0.07%new13F-HRTimeline
Tidemark, LLC20,976$586K0.22%-22213F-HRTimeline
FSA Advisors, Inc.20,947$586K0.46%+13,24013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA20,871$584K<0.01%-87013F-HRTimelineGroup
N.E.W. Advisory Services LLC20,863$583K0.04%+10,07913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …20,789$581K0.36%-1,73813F-HRTimeline
Granite Bay Wealth Management, LLC20,751$580K0.2%-4,63913F-HRTimeline
Aspen Wealth Strategies, LLC20,733$580K0.38%-50,66413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC20,595$576K0.04%-2,04113F-HRTimeline