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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
One Day In July LLC40,976$1.12M0.09%-75613F-HRTimeline
First Financial Group Corp40,752$1.12M0.95%+5,97813F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC40,495$1.11M0.2%-2,09013F-HRTimeline
FIRST MANHATTAN CO. LLC.40,431$1.11M<0.01%+113F-HRTimeline
Next Capital Management LLC40,381$1.11M0.35%+51213F-HRTimeline
Prospect Financial Services LLC40,249$1.1M0.63%-30,35613F-HRTimeline
Sepio Capital, LP40,158$1.1M0.06%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC39,724$1.09M0.34%+3,46413F-HRTimeline
Compass Ion Advisors, LLC39,637$1.09M0.1%-2,99013F-HRTimeline
Madison Wealth Partners, Inc39,628$1.09M0.2%+20,29613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC39,381$1.08M0.27%-3713F-HRTimeline
Altus Wealth Group LLC39,263$1.08M0.43%-11,76613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…39,242$1.08M0.36%+2,12813F-HRTimeline
Walkner Condon Financial Advisors LLC38,873$1.07M0.15%-55913F-HRTimeline
Colorado Capital Management, Inc.38,637$1.06M0.4%+36213F-HRTimeline
Galvin, Gaustad & Stein, LLC38,630$1.06M0.08%-11,22013F-HRTimeline
Magnus Financial Group LLC38,471$1.06M0.08%+4,76413F-HRTimeline
Gotham Asset Management, LLC38,389$1.05M<0.01%013F-HRTimeline
Rather & Kittrell, Inc.38,361$1.05M0.17%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC38,149$1.05M0.06%+6,86013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC37,964$1.04M0.03%-24,22413F-HRTimeline
Yoder Wealth Management, Inc.37,941$1.04M0.47%-1,50013F-HRTimeline
Glass Jacobson Investment Advisors llc37,917$1.04M0.37%-1,17813F-HRTimeline
Insight Wealth Partners, LLC37,823$1.04M0.43%+53613F-HRTimeline
Bogart Wealth, LLC37,279$1.02M0.04%-4,48413F-HRTimeline
Moors & Cabot, Inc.37,220$1.02M0.04%+3,20313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC37,173$1.02M0.1%+8,91213F-HRTimeline
MidAtlantic Capital Management, Inc.37,115$1.02M0.65%-2,19513F-HRTimeline
Soundwatch Capital LLC37,032$1.02M0.16%+5,84113F-HRTimeline
Facet Wealth, Inc.34,502$1.01M0.02%+10,17613F-HRTimeline
SVB WEALTH LLC36,749$1.01M0.06%-17,30813F-HRTimeline
Elmwood Wealth Management, Inc.36,548$1M0.32%new13F-HRTimeline
TD Capital Management LLC36,438$999K0.09%-91713F-HRTimeline
Creegan & Nassoura Financial Group, LLC36,213$993K0.65%-51913F-HRTimeline
FAS Wealth Partners, Inc.36,098$990K0.06%-25213F-HRTimeline
Narwhal Capital Management35,701$979K0.07%-52513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC33,538$977K0.46%-5,11413F-HRTimeline
Meridian Wealth Partners, LLC35,532$975K0.13%-13,80613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC35,433$972K0.07%+11,59613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD35,295$968K0.46%+79313F-HRTimeline
V2 Financial group LLC35,200$966K0.48%new13F-HRTimeline
Code Waechter LLC35,192$965K0.62%-14913F-HRTimeline
STRATEGY ASSET MANAGERS LLC35,157$964K0.16%+16,94913F-HRTimeline
Morling Financial Advisors, LLC35,119$963K0.3%+10513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35,022$961K0.03%013F-HRTimelineGroup
Barnett & Company, Inc.34,710$952K0.77%+4,77113F-HRTimeline
Edgestream Partners, L.P.34,424$944K0.03%new13F-HRTimeline
Modera Wealth Management, LLC34,304$941K0.01%-2,92913F-HRTimeline
Aaron Wealth Advisors LLC34,049$934K0.05%+413F-HRTimeline
Verum Partners LLC34,041$934K0.19%-5,24413F-HRTimeline
Arsenal Capital Advisors LLC33,958$931K0.66%13F-HRTimeline
Ellis Investment Partners, LLC33,936$931K0.16%-42913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC33,748$926K0.02%-9,75413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC33,578$921K0.52%new13F-HRTimeline
Ironwood Financial, llc32,075$914K0.16%+2,67913F-HRTimeline
Kraft, Davis & Associates, LLC31,862$912K0.2%-65,90113F-HRTimeline
JBR Co Financial Management Inc33,185$910K0.38%-2,45013F-HRTimeline
Demars Financial Group, LLC33,122$909K0.3%-1,36313F-HRTimeline
Beaumont Financial Advisors, LLC33,108$908K0.06%+1613F-HRTimeline
Bedel Financial Consulting, Inc.33,075$907K0.1%+12,74913F-HRTimeline
Paulson Wealth Management Inc.32,900$902K0.21%+3913F-HRTimeline
Darrow Company, Inc.32,829$900K0.4%+17613F-HRTimeline
WEALTH ALLIANCE, LLC32,474$891K0.09%+2,08913F-HRTimeline
Buska Wealth Management, LLC32,441$890K0.33%-3,84813F-HRTimeline
Insight Inv LLC32,229$884K0.5%+7,25513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …32,198$883K<0.01%013F-HRTimelineGroup
Zhang Financial LLC32,194$883K0.03%-23,56913F-HRTimeline
Councilor Wealth, LLC32,180$883K0.42%+3,72313F-HRTimeline
M Holdings Securities, Inc.32,131$881K0.06%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC32,008$878K0.28%+13113F-HRTimeline
Wernau Asset Management Inc.32,016$878K0.87%+80713F-HRTimeline
Advance Capital Management, Inc.31,893$875K0.04%-5,17313F-HRTimeline
NorthCrest Asset Manangement, LLC31,326$874K0.02%+18,97413F-HRTimeline
Vanguard Capital Wealth Advisors31,809$873K0.7%-4,75613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Florida Trust Wealth Management Co31,801$872K0.02%-60413F-HRTimeline
O'ROURKE & COMPANY, Inc31,619$867K0.34%+3,31913F-HRTimeline
SHP Wealth Management31,505$864K0.07%13F-HRTimeline
MFA WEALTH ADVISORS, LLC31,504$864K0.18%-2,72213F-HRTimeline
Cooper Financial Group31,457$863K0.09%-75313F-HRTimeline
Anson Capital, Inc.31,283$858K0.62%new13F-HRTimeline
Carroll Advisory Group, LLC31,253$857K0.37%13F-HRTimeline
AVALON CAPITAL MANAGEMENT31,050$852K0.2%013F-HRTimeline
Round Rock Advisors LLC30,906$848K0.13%-37213F-HR/ATimeline
Level Wealth Management LLC30,900$848K0.43%+2,63313F-HRTimeline
Wood Tarver Financial Group, LLC30,716$842K0.24%-74813F-HRTimeline
Badgley Phelps Wealth Managers, LLC30,676$841K0.02%+3,60913F-HRTimeline
MERIDIAN MANAGEMENT CO30,361$833K0.21%-32413F-HRTimeline
SWS Partners30,315$832K0.2%013F-HRTimeline
Brand Asset Management Group, Inc.30,227$829K0.23%-1,28913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT30,217$829K0.05%-1,20013F-HRTimeline
CPA Asset Management Group, LLC30,054$824K0.29%-4,68113F-HRTimeline
Integrity Wealth Solutions LLC30,053$824K0.33%new13F-HRTimeline
Sunesis Advisors, LLC30,009$823K0.37%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC29,976$822K0.07%+8,94513F-HRTimelineGroup
Bank of New Hampshire29,835$818K0.18%-39513F-HRTimeline
OARSMAN CAPITAL, INC.29,826$818K0.11%-7613F-HRTimeline
Steffes Financial, Ltd.29,780$817K0.43%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC29,773$817K0.03%+1,42413F-HRTimeline
August Group Capital Ltd29,646$813K0.9%13F-HRTimeline
Connecticut Wealth Management, LLC29,600$812K0.04%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC29,594$812K0.14%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO29,560$811K0.22%+5,04513F-HRTimeline
Plante Moran Financial Advisors, LLC29,534$810K0.05%+16,86913F-HRTimeline
BNC WEALTH MANAGEMENT, LLC29,306$804K0.21%-13,38113F-HRTimeline
VALICENTI ADVISORY SERVICES INC29,275$803K0.17%-1,43013F-HRTimeline
Carrera Capital Advisors29,228$802K0.13%+12,55413F-HRTimeline
CGN Advisors LLC29,183$800K0.06%-1,84713F-HRTimeline
Ted Buchan & Co29,088$798K0.29%+3,45613F-HRTimeline
TFR Capital, LLC.28,967$795K0.26%-36213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP28,959$794K0.01%+2,44613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC28,901$793K0.02%-2413F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO28,795$790K0.16%-12,84713F-HRTimeline
Dominguez Wealth Management Solutions, …28,775$789K0.48%+4,83313F-HRTimeline
CERTUITY, LLC21,945$787K0.05%-50613F-HRTimeline
Fusion Capital, LLC28,628$785K0.22%+83513F-HRTimeline
Nicholas Hoffman & Company, LLC.28,576$784K0.02%+84713F-HRTimeline
BAILARD, INC.28,537$783K0.02%-113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC28,365$778K0.33%-29413F-HRTimeline
CFS Investment Advisory Services, LLC28,347$778K0.06%+14,54313F-HRTimeline
Conservest Capital Advisors, Inc.28,335$777K0.07%+5,55213F-HRTimeline
Y-Intercept (Hong Kong) Ltd28,225$774K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC27,961$767K0.18%-1,65113F-HRTimeline
Institute for Wealth Management, LLC.27,921$766K0.08%+32713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …27,920$766K0.05%new13F-HRTimeline
Orcam Financial Group27,879$765K0.57%-47613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27,874$765K<0.01%+4,10813F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP27,552$764K0.13%013F-HRTimeline
DDD Partners, LLC27,837$764K0.05%-30713F-HRTimeline
HOWE & RUSLING INC27,752$761K0.05%+75313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC27,710$760K0.03%+12913F-HRTimeline
SAGE FINANCIAL GROUP INC27,705$760K0.05%-1,85513F-HRTimeline
Capital Advisors, Ltd. LLC27,654$759K0.09%+10,83913F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC27,655$759K0.41%+3,26413F-HRTimeline
Stonebrook Private Inc.27,623$758K0.16%-79913F-HRTimeline
Thompson David Blair27,457$753K0.43%13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…27,341$750K0.18%+49513F-HRTimeline
Front Row Advisors LLC27,337$750K0.25%+70613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC27,334$750K0.09%+35713F-HRTimeline
Wilkins Miller Wealth Management, LLC27,331$750K0.45%-1,09813F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.27,264$748K0.7%13F-HRTimeline
Rench Wealth Management, Inc.27,206$746K0.21%-66213F-HRTimeline
SageView Advisory Group, LLC27,204$746K0.03%-6,12713F-HRTimeline
Bernardo Wealth Planning LLC27,179$746K0.14%+3,29213F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.26,938$739K0.12%+15913F-HRTimeline
Firestone Capital Management26,928$739K0.16%-81513F-HRTimeline
Old Mission Investment Co LLC26,891$738K0.18%-3,35213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC26,883$737K0.02%+2,00013F-HRTimeline
Van Cleef Asset Management,Inc26,877$737K0.07%-1,55613F-HRTimeline
WEBSTER BANK, N. A.26,856$737K0.07%-58513F-HRTimeline
Mezzasalma Advisors, LLC26,479$734K0.18%-28,73513F-HRTimeline
Owen LaRue, LLC26,646$731K0.28%+14,32913F-HRTimeline
RCW Management, LLC26,641$731K0.74%13F-HRTimeline
Crusonia Wealth Advisors LLC26,621$730K0.16%13F-HRTimeline
Schrum Private Wealth Management LLC26,587$729K0.54%+2,75513F-HRTimeline
Clearview Wealth Advisors LLC26,527$728K0.46%-8,26913F-HRTimeline
Austin Private Wealth, LLC26,397$724K0.05%+72613F-HRTimeline
Fulton Bank, N.A.26,394$724K0.03%+7,77013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.26,290$721K0.03%+1,56613F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV26,157$717K0.16%+3913F-HRTimeline
Perissos Private Wealth Management, LLC26,110$716K0.62%+58613F-HRTimeline
Cassady Wealth & Retirement Planning, L…25,964$712K0.46%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC25,932$711K0.02%-56913F-HRTimeline
Carmel Capital Partners, LLC25,877$710K0.25%+13,00013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC25,839$709K0.12%-85013F-HRTimeline
WEIK CAPITAL MANAGEMENT25,805$708K0.27%-1,70013F-HRTimeline
Financial Planning Hawaii, Inc.25,805$708K0.41%13F-HRTimeline
V. M. MANNING & CO., INC.25,586$702K0.71%-8213F-HRTimeline
Trust Co25,545$701K0.07%+16,91313F-HRTimeline
Balefire, LLC25,465$698K0.14%-2,31013F-HRTimeline
CHAPIN DAVIS, INC.25,429$698K0.16%+2213F-HRTimeline
Bonfire Financial25,365$696K0.52%013F-HRTimeline
Smart Portfolios, LLC25,345$695K0.69%013F-HRTimeline
Key Financial Inc25,340$695K0.13%013F-HRTimeline
FSM Wealth Advisors, LLC25,327$695K0.1%-50613F-HRTimeline
American Capital Advisory, LLC25,134$689K0.3%+513F-HRTimeline
McAlister, Sweet & Associates, Inc.25,070$688K0.52%-1,08313F-HRTimeline
Mach-1 Financial Group, LLC25,060$687K0.14%+9,12013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,911$683K0.46%+99913F-HRTimeline
Eldridge Investment Advisors, Inc.24,897$683K0.15%+113F-HRTimeline
Invst, LLC24,808$680K0.07%-31113F-HRTimeline
NewCorp Financial Services, Inc.24,769$679K0.6%13F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC24,755$679K0.56%-49413F-HRTimeline
Wealth Enhancement Trust Services, Inc.24,737$679K0.09%13F-HRTimeline
Cynosure Group, LLC24,726$678K0.07%-15,54013F-HRTimeline
Capital Management Associates, Inc24,581$674K0.15%-1,22913F-HRTimeline
LifePlan Financial, LLC24,544$673K0.52%-38013F-HRTimeline
Successful Portfolios LLC23,564$673K0.34%+7,78913F-HRTimeline
Pinnacle Bancorp, Inc.24,468$671K0.2%-2,71813F-HRTimeline
Commonwealth Retirement Investments LLC24,459$671K0.22%-19,47013F-HRTimeline
Strategies Wealth Advisors, LLC24,387$669K0.07%-2,98513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.24,310$667K0.21%-1,53813F-HRTimeline
Stewardship Advisors, LLC24,308$667K0.15%+80713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24,283$666K0.07%013F-HRTimeline
Brookwood Investment Group LLC24,176$663K0.08%-28813F-HRTimeline
North Capital, Inc.24,114$661K0.57%+16,21213F-HR/ATimeline
Nalls Sherbakoff Group, LLC24,108$661K0.48%-20013F-HRTimeline
SP Asset Management LLC24,065$660K0.05%+23613F-HRTimeline
Greenhouse Wealth Management, LLC23,836$654K0.39%-1,42913F-HRTimeline
WFA of San Diego, LLC23,756$652K0.48%+613F-HRTimeline
Rosenberg Matthew Hamilton23,732$651K0.13%013F-HRTimeline