Skip to content
Disclosery

SCHD SCHWAB STRATEGIC TR

Follow

COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ellis Investment Partners, LLC34,365$938K0.17%+37513F-HRTimeline
MFA WEALTH ADVISORS, LLC34,226$934K0.2%-1,236,48813F-HRTimeline
Aaron Wealth Advisors LLC34,045$929K0.06%-14313F-HRTimeline
Moors & Cabot, Inc.34,017$929K0.04%+1,80213F-HRTimeline
Magnus Financial Group LLC33,707$920K0.07%+5,05913F-HRTimeline
Tandem Financial, LLC33,435$913K0.34%new13F-HRTimeline
MCF Advisors LLC33,358$911K0.06%+19,18913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC33,340$910K0.09%-55213F-HRTimeline
SageView Advisory Group, LLC33,331$910K0.03%+7113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT33,211$907K0.01%+5,99113F-HRTimeline
Beaumont Financial Advisors, LLC33,092$903K0.06%-48813F-HRTimeline
Paulson Wealth Management Inc.32,861$897K0.21%-1,11813F-HRTimeline
Valley Financial Group, Inc.32,806$896K0.51%-1,99513F-HRTimeline
Triton Wealth Management, PLLC33,468$894K0.34%-7,00913F-HRTimeline
Sound Income Strategies, LLC33,089$893K0.05%+26,87013F-HRTimeline
Full Sail Capital, LLC32,448$886K0.05%+50613F-HRTimeline
Florida Trust Wealth Management Co32,405$885K0.03%+2,20613F-HRTimeline
Darrow Company, Inc.32,653$883K0.41%+33413F-HRTimeline
Cooper Financial Group32,210$879K0.1%-600,30313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …32,198$879K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC31,877$870K0.4%-1,23213F-HRTimeline
Traynor Capital Management, Inc.31,837$869K0.05%+5,59313F-HRTimeline
Cornerstone Wealth Management, LLC31,745$867K0.05%+43513F-HRTimeline
Heritage Wealth Management, Inc. /CA/31,700$865K0.59%new13F-HRTimeline
Brand Asset Management Group, Inc.31,516$860K0.24%new13F-HRTimeline
PATTEN & PATTEN INC/TN31,488$860K0.05%-1,86113F-HRTimeline
Wood Tarver Financial Group, LLC31,464$858K0.25%-88713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT31,417$858K0.06%-4,62913F-HRTimeline
ROTHSCHILD INVESTMENT LLC31,289$854K0.05%+5,47813F-HRTimeline
Round Rock Advisors LLC31,278$854K0.14%+16113F-HRTimeline
Wernau Asset Management Inc.31,209$852K0.88%013F-HRTimeline
Soundwatch Capital LLC31,191$852K0.14%-3,84413F-HRTimeline
AVALON CAPITAL MANAGEMENT31,050$848K0.21%013F-HRTimeline
CGN Advisors LLC31,030$847K0.07%+6,61313F-HRTimeline
Moloney Securities Asset Management, LLC30,953$845K0.1%-12913F-HRTimeline
Planned Solutions, Inc.30,838$842K0.29%+5,59613F-HRTimeline
VALICENTI ADVISORY SERVICES INC30,705$838K0.18%+1,19713F-HRTimeline
MERIDIAN MANAGEMENT CO30,685$838K0.22%+28713F-HRTimeline
WEALTH ALLIANCE, LLC30,385$829K0.09%-3,30713F-HRTimeline
SWS Partners30,315$828K0.2%-1,15213F-HRTimeline
Old Mission Investment Co LLC30,243$826K0.2%+3,60513F-HRTimeline
Bank of New Hampshire30,230$825K0.19%-1,05013F-HRTimeline
Sunesis Advisors, LLC30,009$819K0.38%13F-HRTimeline
Leo Wealth, LLC29,983$819K0.11%-799,11213F-HRTimeline
Barnett & Company, Inc.29,939$817K0.63%-99813F-HRTimeline
OARSMAN CAPITAL, INC.29,902$816K0.11%-16913F-HRTimeline
Beacon Financial Advisory LLC29,612$808K0.19%+1,90913F-HRTimeline
Connecticut Wealth Management, LLC29,600$808K0.04%013F-HRTimeline
SAGE FINANCIAL GROUP INC29,560$807K0.05%+1,83613F-HRTimeline
Ironwood Financial, llc29,396$803K0.14%+8,90413F-HRTimeline
TFR Capital, LLC.29,329$801K0.27%-4213F-HRTimeline
CERTUITY, LLC22,451$799K0.05%+50513F-HRTimeline
SteelPeak Wealth, LLC29,107$795K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,106$794K<0.01%-20,65613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC28,925$790K0.02%-1,59013F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC28,659$782K0.37%013F-HRTimeline
BAILARD, INC.28,538$779K0.02%013F-HRTimeline
Fort Sheridan Advisors LLC28,506$778K0.1%+2,94913F-HRTimeline
Councilor Wealth, LLC28,457$777K0.36%+33713F-HRTimeline
Van Cleef Asset Management,Inc28,433$776K0.08%+313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC28,430$776K0.01%-61013F-HRTimeline
Wilkins Miller Wealth Management, LLC28,429$776K0.48%-16813F-HRTimeline
Stonebrook Private Inc.28,422$776K0.17%+9013F-HRTimeline
Orcam Financial Group28,355$774K0.63%-9613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC28,349$774K0.03%+12,36913F-HRTimeline
O'ROURKE & COMPANY, Inc28,300$773K0.32%+3,01813F-HRTimeline
Level Wealth Management LLC28,267$772K0.41%+14713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC28,261$772K0.08%+1,75113F-HRTimeline
Oxbow Advisors, LLC28,241$771K0.07%+13,23613F-HRTimeline
DDD Partners, LLC28,144$768K0.05%-1,167,86113F-HRTimeline
Rench Wealth Management, Inc.27,868$761K0.22%-1,10213F-HRTimeline
Balefire, LLC27,775$758K0.15%-1,16913F-HRTimeline
Firestone Capital Management27,743$757K0.16%-4,60213F-HRTimeline
Nicholas Hoffman & Company, LLC.27,729$757K0.02%+11,08813F-HRTimeline
Institute for Wealth Management, LLC.27,594$753K0.08%-2,96313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP27,552$753K0.13%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC27,581$753K0.03%+1,21413F-HRTimeline
WEIK CAPITAL MANAGEMENT27,505$751K0.28%-30513F-HRTimeline
WEBSTER BANK, N. A.27,441$749K0.07%-7,32913F-HRTimeline
Strategies Wealth Advisors, LLC27,372$747K0.08%-53013F-HRTimeline
Fusion Capital, LLC27,793$743K0.22%+4,01313F-HRTimeline
Pinnacle Bancorp, Inc.27,186$742K0.22%-5,34313F-HRTimeline
Badgley Phelps Wealth Managers, LLC27,067$739K0.02%+8413F-HRTimeline
HOWE & RUSLING INC26,999$737K0.05%-86813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC26,977$736K0.09%+14513F-HRTimeline
Hayek Kallen Investment Management26,911$735K0.23%-6,03513F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…26,846$733K0.18%+45313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.26,779$731K0.12%+15113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC26,689$729K0.12%-1,57013F-HRTimeline
Front Row Advisors LLC26,631$727K0.24%-36113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP26,513$724K0.01%+1,62813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC26,501$723K0.02%+6,54413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…26,306$718K0.02%+1,23713F-HRTimelineGroup
V. M. MANNING & CO., INC.25,668$716K0.65%013F-HRTimeline
McAlister, Sweet & Associates, Inc.26,153$714K0.47%+1,41413F-HRTimeline
AMERIFLEX GROUP, INC.26,137$714K0.27%-50,71413F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV26,118$713K0.16%+4313F-HRTimeline
Triad Wealth Partners, LLC26,096$712K0.09%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.25,848$706K0.23%+4,54513F-HRTimeline
FSM Wealth Advisors, LLC25,833$705K0.1%-35413F-HRTimeline
Capital Management Associates, Inc25,810$705K0.19%+11513F-HRTimeline
Austin Private Wealth, LLC25,671$701K0.05%+1,64513F-HRTimeline
Ted Buchan & Co25,632$700K0.27%-270,30513F-HRTimeline
Key Financial Inc25,340$698K0.13%013F-HRTimeline
Perissos Private Wealth Management, LLC25,524$697K0.51%-42113F-HRTimeline
Meriwether Wealth & Planning, LLC25,449$695K0.4%-9,91213F-HRTimeline
CHAPIN DAVIS, INC.25,407$694K0.17%-1,64813F-HRTimeline
Bonfire Financial25,365$692K0.53%-2,55313F-HRTimeline
Smart Portfolios, LLC25,345$692K0.67%-48013F-HRTimeline
Greenhouse Wealth Management, LLC25,265$690K0.41%-47213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC25,249$689K0.58%-60413F-HRTimeline
FSA Investment Group, LLC25,033$689K0.43%+23713F-HRTimeline
American Capital Advisory, LLC25,129$686K0.32%+14713F-HRTimeline
Invst, LLC25,119$686K0.08%-2,22613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd25,110$686K0.04%-5,27013F-HRTimelineGroup
Insight Inv LLC24,974$682K0.4%new13F-HRTimeline
LifePlan Financial, LLC24,924$680K0.54%+12013F-HRTimeline
Eldridge Investment Advisors, Inc.24,896$680K0.15%-10,45213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC24,883$679K0.02%+3,11013F-HRTimeline
Clear Point Advisors Inc.24,825$678K0.53%-2,37713F-HRTimeline
Paladin Advisory Group, LLC24,784$677K0.53%-121,30013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.24,724$675K0.03%+2813F-HRTimelineGroup
Capital Advisors Wealth Management, LLC24,598$672K0.1%+95113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO24,515$669K0.14%+13,63013F-HRTimeline
Brookwood Investment Group LLC24,464$668K0.09%+2,16313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC24,391$666K0.3%+75313F-HRTimeline
Loudon Investment Management, LLC24,336$664K0.35%-6,56513F-HRTimeline
Facet Wealth, Inc.24,326$664K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC24,308$664K0.45%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24,283$663K0.07%+1,00013F-HRTimeline
Dominguez Wealth Management Solutions, …23,942$654K0.41%-13813F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…23,912$653K0.42%-1,25013F-HRTimeline
Bernardo Wealth Planning LLC23,887$652K0.13%+4,08513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC23,837$651K0.04%-88113F-HRTimeline
Schrum Private Wealth Management LLC23,832$651K0.48%+16713F-HRTimeline
SP Asset Management LLC23,829$651K0.05%+22313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…23,766$649K<0.01%-3,34213F-HRTimelineGroup
WFA of San Diego, LLC23,750$648K0.44%-7813F-HRTimeline
Rosenberg Matthew Hamilton23,732$648K0.14%+4,83913F-HRTimeline
Williams Jones Wealth Management, LLC.23,565$643K0.01%-2,77313F-HRTimeline
Stewardship Advisors, LLC23,501$642K0.15%-1213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.23,490$641K<0.01%+22113F-HRTimelineGroup
APPLETON PARTNERS INC/MA23,403$639K0.04%-91613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP23,329$637K0.05%+15013F-HRTimeline
Sharkey, Howes & Javer23,205$634K0.08%-2,06513F-HRTimeline
Cypress Capital, LLC23,179$633K0.18%-86413F-HRTimeline
Davis Wealth Advisors, LLC23,122$631K0.57%+9813F-HRTimeline
FIRST FINANCIAL CORP /IN/23,031$629K0.25%013F-HRTimeline
Golden State Wealth Management, LLC23,020$628K0.07%+6,07213F-HRTimeline
Pure Financial Advisors, LLC23,014$628K0.01%+57713F-HRTimeline
Fulcrum Capital LLC22,885$625K0.13%013F-HRTimeline
Conservest Capital Advisors, Inc.22,783$622K0.06%+1,12313F-HRTimeline
SOA Wealth Advisors, LLC.22,782$622K0.11%-3,22313F-HRTimeline
Aerodigm Wealth, LLC22,548$621K0.26%-75413F-HRTimeline
Dale Q Rice Investment Management Ltd22,983$621K0.44%013F-HRTimeline
Gemmer Asset Management LLC22,692$620K0.05%013F-HRTimeline
Baldwin Investment Management, LLC22,641$618K0.07%-7013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.22,638$618K0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC22,349$610K0.09%-1,74913F-HRTimeline
Breakwater Capital Group22,340$610K0.09%-1,35913F-HRTimeline
GPS Wealth Strategies Group, LLC22,331$610K0.06%-58013F-HRTimeline
Tiller Private Wealth, Inc.22,215$606K0.22%-40413F-HRTimeline
Avantra Family Wealth, Inc.22,148$605K0.45%+31213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,079$603K0.18%+10,64313F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…22,065$602K0.18%-1,12113F-HRTimeline
Fairway Wealth LLC21,957$599K0.17%013F-HRTimeline
Investment Partners Asset Management, I…21,911$598K0.39%+6513F-HRTimeline
Martin Capital Partners, LLC21,916$598K0.23%-5113F-HRTimeline
SIGNATUREFD, LLC21,826$596K0.01%+1,83513F-HRTimeline
Mission Creek Capital Partners, Inc.21,575$589K0.12%013F-HRTimeline
Summit Trail Advisors, LLC21,541$588K0.01%+9313F-HRTimeline
Aldebaran Financial Inc.21,500$587K0.59%-2413F-HRTimeline
OMC Financial Services LTD21,480$586K0.22%-19913F-HRTimeline
Salomon & Ludwin, LLC21,353$585K0.05%-2113F-HRTimeline
Arete Wealth Advisors, LLC21,346$583K0.04%-10013F-HRTimeline
Brick & Kyle, Associates21,153$577K0.21%+5613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC21,031$574K0.05%+85713F-HRTimelineGroup
NOVEM GROUP21,022$574K0.07%+66013F-HRTimeline
Tidemark, LLC20,976$573K0.17%013F-HRTimeline
Strata Wealth Advisors, LLC20,884$570K0.15%new13F-HRTimeline
Verity & Verity, LLC20,802$568K0.05%-76713F-HRTimeline
FC Advisory LLC20,771$567K0.17%+25413F-HRTimeline
Lantern Wealth Advisors, LLC20,655$564K0.3%+31213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC20,634$563K0.36%+2,09913F-HRTimeline
Commonwealth Financial Services, LLC20,607$563K0.1%-2,03813F-HRTimeline
Bedel Financial Consulting, Inc.20,326$555K0.07%-18413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/20,299$554K0.03%+6613F-HRTimeline
Centurion Wealth Management LLC20,260$553K0.13%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC20,219$552K0.02%-57413F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors20,360$552K0.07%+1,83013F-HRTimelineGroup
Balboa Wealth Partners20,158$550K0.09%-2113F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,040$547K0.14%-48213F-HRTimeline
Tranquility Partners, LLC19,944$544K0.18%-45113F-HRTimeline
Baker Avenue Asset Management, LP19,674$537K0.01%013F-HRTimeline
Cross Staff Investments Inc19,624$536K0.37%013F-HRTimeline
Obermeyer Wealth Partners19,564$534K0.03%013F-HRTimeline
Mirador Capital Partners LP19,564$534K0.08%-1,08013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC19,554$534K0.21%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC19,486$532K0.04%+77913F-HRTimeline
Engineers Gate Manager LP19,436$531K0.01%new13F-HRTimeline