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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Trivium Point Advisory, LLC35,093$930K0.1%-3,05613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35,022$928K0.03%-56413F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC34,937$926K0.23%-288,39013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.34,814$923K<0.01%+14,55113F-HRTimelineGroup
Valley Financial Group, Inc.34,801$922K0.56%-66513F-HRTimeline
WEBSTER BANK, N. A.34,770$921K0.1%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD34,502$914K0.47%013F-HRTimeline
Squire Investment Management Company, L…34,359$911K0.34%+1,89413F-HRTimeline
BG Investment Services, LLC33,967$910K1.14%+23,92213F-HRTimeline
Aaron Wealth Advisors LLC34,188$906K0.09%+16813F-HRTimeline
SageView Advisory Group, LLC33,260$905K0.03%+21,78013F-HRTimeline
Ellis Investment Partners, LLC33,990$901K0.18%+7,90613F-HRTimeline
Paulson Wealth Management Inc.33,979$900K0.23%-5,95913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC33,892$898K0.09%+10,28213F-HRTimeline
WEALTH ALLIANCE, LLC33,692$893K0.1%+3,65513F-HRTimeline
Beaumont Financial Advisors, LLC33,580$890K0.06%-24913F-HRTimeline
PATTEN & PATTEN INC/TN33,349$884K0.06%-1,61713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC33,109$877K0.43%+38913F-HRTimeline
Sand Hill Global Advisors, LLC33,073$876K0.03%+4,55713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp32,966$874K0.04%-8,82113F-HRTimelineGroup
Hayek Kallen Investment Management32,946$873K0.3%+2,26513F-HRTimeline
Verdence Capital Advisors LLC32,877$871K0.06%new13F-HRTimeline
Pinnacle Bancorp, Inc.32,529$862K0.27%013F-HRTimeline
Firestone Capital Management32,345$857K0.2%+13213F-HRTimeline
Wood Tarver Financial Group, LLC32,351$857K0.26%-2,88513F-HRTimeline
Darrow Company, Inc.32,319$855K0.43%-4913F-HRTimeline
Moors & Cabot, Inc.32,215$854K0.04%+7,99413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC32,210$854K0.47%+13,35513F-HRTimeline
Full Sail Capital, LLC31,942$846K0.05%-2,26113F-HRTimeline
Demars Financial Group, LLC31,787$842K0.32%-801,33713F-HRTimeline
SWS Partners31,467$834K0.23%+1113F-HRTimeline
Probity Advisors, Inc.31,372$831K0.15%+1,89213F-HRTimeline
Cornerstone Wealth Management, LLC31,310$830K0.05%-2913F-HRTimeline
Bogart Wealth, LLC31,303$830K0.04%+9,67313F-HRTimeline
Bank of New Hampshire31,280$829K0.21%+69013F-HRTimeline
Wernau Asset Management Inc.31,209$827K0.94%013F-HRTimeline
Round Rock Advisors LLC31,117$825K0.14%-36613F-HRTimeline
Moloney Securities Asset Management, LLC31,082$824K0.1%+5213F-HRTimeline
AVALON CAPITAL MANAGEMENT31,050$823K0.22%013F-HRTimeline
Barnett & Company, Inc.30,937$820K0.64%-60113F-HRTimeline
Loudon Investment Management, LLC30,901$819K0.45%-31513F-HRTimeline
Institute for Wealth Management, LLC.30,557$810K0.09%+12313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC30,515$809K0.02%+1,25913F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC30,508$808K0.08%+1,25213F-HRTimeline
MERIDIAN MANAGEMENT CO30,398$806K0.22%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd30,380$805K0.03%new13F-HRTimelineGroup
Florida Trust Wealth Management Co30,199$800K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.30,071$797K0.12%+1,14613F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.29,927$793K0.15%+3,31513F-HRTimeline
Connecticut Wealth Management, LLC29,600$784K0.04%+43713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP29,526$782K0.02%+10,04913F-HRTimeline
VALICENTI ADVISORY SERVICES INC29,508$782K0.18%+1,38913F-HRTimeline
TFR Capital, LLC.29,371$778K0.28%-47613F-HR/ATimeline
CERTUITY, LLC21,946$770K0.07%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC29,040$770K0.01%-18313F-HRTimeline
Rench Wealth Management, Inc.28,970$768K0.24%-19613F-HRTimeline
Balefire, LLC28,944$767K0.17%+86013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC28,659$759K0.4%013F-HRTimeline
Magnus Financial Group LLC28,648$759K0.07%+5,00813F-HRTimeline
Wilkins Miller Wealth Management, LLC28,597$758K0.52%-52613F-HRTimeline
BAILARD, INC.28,538$756K0.02%-3,90013F-HRTimeline
Orcam Financial Group28,451$754K0.65%-8,60913F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP27,552$754K0.13%013F-HRTimeline
Van Cleef Asset Management,Inc28,430$753K0.08%-70613F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC28,388$752K0.28%+1,30313F-HRTimeline
Stonebrook Private Inc.28,332$751K0.18%-3,81613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC28,259$749K0.13%+4413F-HRTimeline
Councilor Wealth, LLC28,120$745K0.35%-20413F-HRTimeline
Level Wealth Management LLC28,120$745K0.43%+14913F-HRTimeline
Bonfire Financial27,918$740K0.61%013F-HRTimeline
Strategies Wealth Advisors, LLC27,902$739K0.08%+113F-HRTimeline
HOWE & RUSLING INC27,867$738K0.05%+10,07013F-HRTimeline
WEIK CAPITAL MANAGEMENT27,810$737K0.29%+1,20013F-HRTimeline
SAGE FINANCIAL GROUP INC27,724$735K0.05%+1613F-HRTimeline
Fund Evaluation Group, LLC27,715$734K0.03%new13F-HRTimeline
Beacon Financial Advisory LLC27,703$734K0.19%+6,03613F-HRTimeline
Invst, LLC27,345$725K0.09%+1,34113F-HRTimeline
Quartz Partners, LLC27,290$723K0.33%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT27,220$721K0.01%new13F-HRTimeline
Clear Point Advisors Inc.27,202$721K0.61%-2,80613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27,108$718K<0.01%-6,16613F-HRTimelineGroup
CHAPIN DAVIS, INC.27,055$717K0.2%+6,51713F-HRTimeline
V. M. MANNING & CO., INC.25,668$716K0.79%13F-HRTimeline
Front Row Advisors LLC26,992$715K0.25%+2,04513F-HRTimeline
Badgley Phelps Wealth Managers, LLC26,983$715K0.02%+3913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC26,832$711K0.08%+19513F-HRTimeline
Traynor Capital Management, Inc.26,244$710K0.05%+4413F-HRTimeline
FSM Wealth Advisors, LLC26,187$709K0.12%+2,76513F-HRTimeline
Old Mission Investment Co LLC26,638$706K0.19%-11,00213F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.26,628$706K0.13%+15213F-HRTimeline
Safe Harbor Fiduciary, LLC26,593$705K0.66%+26,55713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC26,510$703K0.08%+3,15713F-HRTimeline
Faithward Advisors, LLC26,456$701K0.11%+1,50913F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…26,393$699K0.19%+6613F-HRTimeline
Madison Wealth Partners, Inc26,392$699K0.15%-9,29713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC26,367$699K0.03%+1,15613F-HRTimeline
Williams Jones Wealth Management, LLC.26,338$698K0.01%+11,35713F-HRTimeline
TOWNSQUARE CAPITAL LLC26,181$694K0.07%-195,31313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,170$694K<0.01%+8,08613F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV26,075$691K0.17%+2513F-HRTimeline
SOA Wealth Advisors, LLC.26,005$689K0.13%-10,43513F-HRTimeline
Wisconsin Wealth Advisors, LLC25,975$688K0.79%+13,97913F-HRTimeline
Perissos Private Wealth Management, LLC25,945$688K0.54%+60813F-HRTimeline
LCNB CORP25,910$687K0.24%+3,42513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC25,877$686K0.15%-11713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC25,853$685K0.62%-3,96713F-HRTimeline
Smart Portfolios, LLC25,825$684K0.69%+17013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25,811$684K0.04%-7213F-HRTimeline
Greenhouse Wealth Management, LLC25,737$682K0.44%-46413F-HRTimeline
LOWE BROCKENBROUGH & CO INC25,731$682K0.04%013F-HRTimeline
Capital Management Associates, Inc25,695$681K0.22%-26,26913F-HRTimeline
FineMark National Bank & Trust25,657$680K0.02%013F-HRTimeline
Centricity Wealth Management, LLC25,575$678K0.54%-4,23013F-HRTimeline
Fort Sheridan Advisors LLC25,557$677K0.1%+8,80913F-HRTimeline
Key Financial Inc25,340$672K0.14%+30213F-HRTimeline
O'ROURKE & COMPANY, Inc25,282$670K0.31%+1,79113F-HRTimeline
Sharkey, Howes & Javer25,270$670K0.09%+1,01713F-HRTimeline
Planned Solutions, Inc.25,242$669K0.26%+26213F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…25,162$667K0.44%+37513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…25,069$664K0.02%-2,74513F-HRTimelineGroup
American Capital Advisory, LLC24,982$662K0.33%+6,39113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP24,885$659K0.01%+2,21813F-HRTimelineGroup
Trilogy Capital Inc.24,824$658K0.03%+1,84613F-HRTimeline
LifePlan Financial, LLC24,804$657K0.54%+87513F-HRTimeline
FSA Investment Group, LLC24,796$657K0.49%+36313F-HRTimeline
McAlister, Sweet & Associates, Inc.24,739$656K0.58%-1,49413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC24,718$655K0.05%-2,52813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.24,696$654K0.03%013F-HRTimelineGroup
Gateway Wealth Partners, LLC24,558$651K0.12%+11,67513F-HRTimeline
CGN Advisors LLC24,417$647K0.06%+2,57413F-HRTimeline
Nalls Sherbakoff Group, LLC24,308$644K0.47%+2,08513F-HRTimeline
APPLETON PARTNERS INC/MA24,319$644K0.05%-5013F-HRTimeline
Hobbs Group Advisors, LLC24,226$642K0.22%-58,42913F-HRTimeline
Beacon Capital Management, LLC24,098$639K0.09%-2,45913F-HRTimeline
Dominguez Wealth Management Solutions, …24,080$638K0.44%+18513F-HRTimeline
Cypress Capital, LLC24,043$637K0.19%-23713F-HRTimeline
Austin Private Wealth, LLC24,026$637K0.05%-1,85913F-HRTimeline
WFA of San Diego, LLC23,828$631K0.46%13F-HRTimeline
Fusion Capital, LLC23,780$630K0.22%-47813F-HRTimeline
Breakwater Capital Group23,699$628K0.1%-40913F-HRTimeline
Schrum Private Wealth Management LLC23,665$627K0.5%+17013F-HRTimeline
Capital Advisors Wealth Management, LLC23,647$627K0.1%+82113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC23,638$626K0.33%-77113F-HRTimeline
SP Asset Management LLC23,606$626K0.05%+57713F-HRTimeline
Stewardship Advisors, LLC23,513$623K0.16%013F-HRTimeline
Financial Partners Group, LLC23,379$620K0.22%+7913F-HRTimeline
Dale Q Rice Investment Management Ltd22,983$619K0.51%-22,02313F-HRTimeline
Aerodigm Wealth, LLC23,302$618K0.3%+58513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23,283$617K0.07%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.23,269$617K<0.01%013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…23,186$614K0.2%+7713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP23,179$614K0.05%-1,20013F-HRTimeline
Retirement Planning Group, LLC23,123$613K0.03%+11913F-HRTimeline
FIRST FINANCIAL CORP /IN/23,031$610K0.27%013F-HRTimeline
Davis Wealth Advisors, LLC23,024$610K0.65%+17513F-HRTimeline
GPS Wealth Strategies Group, LLC22,911$607K0.07%-1,91213F-HRTimeline
Fulcrum Capital LLC22,885$606K0.13%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.22,815$605K0.33%-10,05013F-HRTimeline
Baldwin Investment Management, LLC22,711$602K0.07%+23313F-HRTimeline
Gemmer Asset Management LLC22,692$601K0.05%013F-HRTimeline
Commonwealth Financial Services, LLC22,645$600K0.12%+12,86713F-HRTimeline
Tiller Private Wealth, Inc.22,619$600K0.23%-4,53013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.22,638$600K0.01%-36013F-HRTimelineGroup
Pure Financial Advisors, LLC22,437$595K0.01%-6,02213F-HRTimeline
Brookwood Investment Group LLC22,301$591K0.1%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC22,243$589K0.03%+1,64813F-HRTimeline
Salomon & Ludwin, LLC21,374$584K0.06%-1,09513F-HRTimeline
OPTIMA CAPITAL LLC21,970$582K0.31%-69,72113F-HRTimeline
Martin Capital Partners, LLC21,967$582K0.23%new13F-HRTimeline
Fairway Wealth LLC21,957$582K0.19%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC21,854$579K0.06%new13F-HRTimeline
Investment Partners Asset Management, I…21,846$579K0.4%+19413F-HRTimeline
Avantra Family Wealth, Inc.21,836$579K0.48%-1,15213F-HRTimeline
Brick & Kyle, Associates21,097$578K0.26%+7,07713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC21,773$577K0.02%+21213F-HRTimeline
OMC Financial Services LTD21,679$574K0.23%-60113F-HRTimeline
Conservest Capital Advisors, Inc.21,660$574K0.06%new13F-HRTimeline
Ironwood Financial, llc20,492$573K0.12%013F-HRTimeline
Mission Creek Capital Partners, Inc.21,575$572K0.13%-34013F-HRTimeline
Verity & Verity, LLC21,569$572K0.05%+31913F-HRTimeline
Aldebaran Financial Inc.21,524$570K0.63%013F-HRTimeline
Summit Trail Advisors, LLC21,448$568K0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC21,446$568K0.04%-7,56913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,303$565K0.2%-10813F-HRTimeline
Tidemark, LLC20,976$556K0.18%013F-HRTimeline
Bridgewealth Advisory Group, LLC20,916$554K0.14%-3,46313F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …20,894$554K0.32%+10513F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC20,793$551K0.02%+12,07413F-HRTimelineGroup
Mirador Capital Partners LP20,644$547K0.09%+40413F-HRTimeline
Bordeaux Wealth Advisors LLC20,567$545K0.07%-1,89813F-HRTimeline
Aspen Wealth Strategies, LLC20,537$544K0.33%-19613F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,522$544K0.19%+7013F-HRTimeline
FC Advisory LLC20,517$544K0.17%+5213F-HRTimeline
Bedel Financial Consulting, Inc.20,510$544K0.07%-37313F-HRTimeline
Tranquility Partners, LLC20,395$540K0.19%+91913F-HRTimeline
NOVEM GROUP20,362$540K0.07%-277,91413F-HRTimeline
Lantern Wealth Advisors, LLC20,343$539K0.32%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/20,233$536K0.03%-12713F-HRTimeline
Balboa Wealth Partners20,179$535K0.11%+1,60113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC20,174$535K0.05%+6,82613F-HRTimelineGroup