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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Revisor Wealth Management LLC42,502$1.3M0.36%-79813F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC42,375$1.3M0.29%-1,50013F-HRTimeline
NorthCrest Asset Manangement, LLC42,526$1.3M0.04%+11,20013F-HRTimeline
Grantvest Financial Group LLC42,181$1.29M0.84%-2,64313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC41,917$1.29M0.08%-6,16713F-HRTimeline
Qube Research & Technologies Ltd41,778$1.28M<0.01%+33,06513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…41,612$1.28M0.04%+6,59013F-HRTimelineGroup
Verity Asset Management, Inc.41,191$1.26M0.53%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41,147$1.26M<0.01%-2,83613F-HRTimelineGroup
One Day In July LLC41,016$1.26M0.1%+4013F-HRTimeline
RHS Financial, LLC41,008$1.26M0.6%-44413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC40,972$1.26M0.09%-50013F-HRTimeline
Sepio Capital, LP40,968$1.26M0.07%+81013F-HRTimeline
Next Capital Management LLC40,920$1.26M0.38%+53913F-HRTimeline
CWA Asset Management Group, LLC40,900$1.25M0.04%-2,76613F-HRTimeline
RETIREMENT GUYS FORMULA LLC40,647$1.25M0.57%-70313F-HRTimeline
FIRST MANHATTAN CO. LLC.40,413$1.24M<0.01%-1813F-HRTimeline
Oxbow Advisors, LLC40,400$1.24M0.11%+18,94513F-HRTimeline
SYM FINANCIAL Corp40,294$1.24M0.12%-2,88413F-HRTimeline
Florida Trust Wealth Management Co39,927$1.22M0.03%+8,12613F-HRTimeline
Shearwater Capital LLC39,910$1.22M0.64%new13F-HRTimeline
Ballentine Partners, LLC39,845$1.22M0.02%+30,88313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…39,227$1.22M0.41%-1513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …39,729$1.22M<0.01%-12,03713F-HRTimelineGroup
Moors & Cabot, Inc.39,363$1.21M0.05%+2,14313F-HRTimeline
Compass Ion Advisors, LLC39,039$1.2M0.11%-59813F-HRTimeline
OMNI 360 Wealth, Inc.38,987$1.2M0.62%-4,34513F-HRTimeline
AMERIFLEX GROUP, INC.38,975$1.2M0.61%+22,55513F-HRTimeline
Colorado Capital Management, Inc.38,944$1.2M0.45%+30713F-HRTimeline
Nabity-Jensen Investment Management Inc38,476$1.18M0.82%-65,89313F-HRTimeline
Rather & Kittrell, Inc.38,361$1.18M0.18%013F-HRTimeline
Triton Wealth Management, PLLC38,465$1.17M0.44%-15,29813F-HRTimeline
Guardian Wealth Management, Inc.38,145$1.17M0.64%-10,19113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC38,141$1.17M0.03%+17713F-HR/ATimeline
BOYUM WEALTH ARCHITECTS LLC36,414$1.16M0.48%+2,87613F-HRTimeline
First Financial Group Corp37,366$1.15M0.94%-3,38613F-HRTimeline
Insight Wealth Partners, LLC37,217$1.14M0.46%-60613F-HRTimeline
Pine Valley Investments Ltd Liability Co37,194$1.14M0.06%+21,11013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC37,191$1.14M0.36%new13F-HRTimeline
Yoder Wealth Management, Inc.37,176$1.14M0.52%-76513F-HRTimeline
Millstone Evans Group, LLC36,943$1.13M0.68%+22,29913F-HRTimeline
Elmwood Wealth Management, Inc.36,848$1.13M0.31%+30013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC36,757$1.13M0.2%-3,73813F-HRTimeline
MERIDIAN MANAGEMENT CO36,666$1.12M0.28%+6,30513F-HRTimeline
Vanguard Capital Wealth Advisors36,582$1.12M1.04%+4,77313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.36,200$1.11M0.07%+10213F-HRTimeline
ASPIRIANT, LLC36,185$1.11M0.03%-9,46713F-HRTimeline
Badgley Phelps Wealth Managers, LLC36,168$1.11M0.02%+5,49213F-HRTimeline
Meridian Wealth Partners, LLC35,966$1.1M0.15%+43413F-HRTimeline
Dominguez Wealth Management Solutions, …35,851$1.1M0.67%+7,07613F-HRTimeline
Serenity Investment Advisors33,494$1.1M0.51%new13F-HRTimeline
Narwhal Capital Management35,676$1.09M0.08%-2513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC35,533$1.09M0.08%+10013F-HRTimeline
Plante Moran Financial Advisors, LLC35,489$1.09M0.07%+5,95513F-HRTimeline
Ironwood Financial, llc35,433$1.09M0.19%+3,35813F-HRTimeline
Glen Eagle Advisors, LLC35,347$1.08M0.15%+32,91213F-HRTimeline
Modera Wealth Management, LLC35,328$1.08M0.01%+1,02413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD35,295$1.08M0.51%013F-HRTimeline
Code Waechter LLC35,192$1.08M0.64%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC35,166$1.08M0.18%+913F-HRTimeline
Morling Financial Advisors, LLC35,119$1.08M0.33%013F-HRTimeline
Beaumont Financial Advisors, LLC34,949$1.07M0.07%+1,84113F-HRTimeline
Walkner Condon Financial Advisors LLC34,860$1.07M0.14%-4,01313F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC34,839$1.07M0.53%+2,83113F-HRTimeline
Ellis Investment Partners, LLC34,415$1.06M0.18%+47913F-HRTimeline
Verum Partners LLC34,311$1.05M0.2%+27013F-HRTimeline
NOVEM GROUP34,214$1.05M0.12%+15,04413F-HRTimeline
Aaron Wealth Advisors LLC34,052$1.04M0.06%+313F-HRTimeline
Foster Victor Wealth Advisors, LLC33,969$1.04M0.06%-322,21013F-HRTimeline
CFS Investment Advisory Services, LLC33,464$1.04M0.07%+5,11713F-HRTimeline
Pinion Investment Advisors, LLC33,584$1.03M0.24%+15,42713F-HRTimeline
Barnett & Company, Inc.33,499$1.03M0.8%-1,21113F-HRTimeline
Arsenal Capital Advisors LLC33,474$1.03M0.75%-48413F-HRTimeline
TD Waterhouse Canada Inc.33,654$1.03M<0.01%+24,55413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC33,370$1.02M0.61%-20813F-HRTimeline
Colter Lewis Investment Partners LLC33,217$1.02M0.96%+12,33213F-HRTimeline
Zhang Financial LLC33,189$1.02M0.04%+99513F-HRTimeline
Paulson Wealth Management Inc.33,131$1.02M0.24%+23113F-HRTimeline
Wernau Asset Management Inc.33,046$1.01M1.05%+1,03013F-HRTimeline
Bedel Financial Consulting, Inc.32,984$1.01M0.12%-9113F-HRTimeline
Anson Capital, Inc.32,881$1.01M0.69%+1,59813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,633$1M0.03%+2,86013F-HRTimeline
SOA Wealth Advisors, LLC.32,630$1M0.19%+10,58113F-HRTimeline
Owen LaRue, LLC32,292$991K0.38%+5,64613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …32,198$988K<0.01%013F-HRTimelineGroup
AllGen Financial Advisors, Inc.32,186$987K0.23%-25,57213F-HRTimeline
Cooper Financial Group32,169$987K0.1%+71213F-HRTimeline
Van Hulzen Asset Management, LLC32,118$985K0.07%+14,41813F-HRTimeline
WESPAC Advisors, LLC32,076$984K0.54%new13F-HRTimeline
Altus Wealth Group LLC31,896$979K0.4%-7,36713F-HRTimeline
Brand Asset Management Group, Inc.31,870$978K0.25%+1,64313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC31,712$973K0.03%+4,82913F-HRTimeline
CEERA INVESTMENTS, LLC31,577$969K0.42%new13F-HRTimeline
Trust Co31,400$963K0.09%+5,85513F-HRTimeline
Fusion Capital, LLC31,272$959K0.26%+2,64413F-HRTimeline
Graney & King, LLC31,255$959K0.52%-12,11413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP31,203$957K0.01%+2,24413F-HRTimelineGroup
O'ROURKE & COMPANY, Inc31,103$954K0.38%-51613F-HRTimeline
AVALON CAPITAL MANAGEMENT31,050$953K0.27%013F-HRTimeline
Legacy Capital Wealth Partners, LLC31,035$952K0.2%-12,70313F-HRTimeline
MFA WEALTH ADVISORS, LLC30,933$949K0.19%-57113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC30,930$949K0.02%-2,81813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.30,894$948K0.69%+9,65513F-HRTimeline
WEALTH ALLIANCE, LLC30,873$947K0.09%-1,60113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …30,847$946K0.05%+2,92713F-HRTimeline
Telos Capital Management, Inc.30,736$943K0.09%+8,92213F-HRTimeline
Soundwatch Capital LLC30,709$942K0.12%-6,32313F-HRTimeline
Brookwood Investment Group LLC30,547$937K0.12%+6,37113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC30,510$936K0.23%-8,87113F-HRTimeline
Darrow Company, Inc.30,582$935K0.42%-2,24713F-HRTimeline
Tempo Wealth, LLC30,383$932K0.16%new13F-HRTimeline
Advyzon Investment Management, LLC30,375$932K0.08%new13F-HRTimeline
SWS Partners30,315$930K0.23%013F-HRTimeline
IF Advisors, LLC30,304$930K0.66%new13F-HRTimeline
Integrity Wealth Solutions LLC30,289$929K0.37%+23613F-HRTimeline
Round Rock Advisors LLC30,277$929K0.14%-62913F-HRTimeline
WEBSTER BANK, N. A.30,236$928K0.09%+3,38013F-HRTimeline
Van Cleef Asset Management,Inc30,205$927K0.1%+3,32813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC30,176$926K0.07%+20013F-HRTimelineGroup
Wood Tarver Financial Group, LLC30,160$925K0.26%-55613F-HRTimeline
Bank of New Hampshire30,105$924K0.21%+27013F-HRTimeline
Sunesis Advisors, LLC30,009$921K0.42%013F-HRTimeline
Connecticut Wealth Management, LLC30,000$920K0.04%+40013F-HRTimeline
Advance Capital Management, Inc.29,670$910K0.03%-2,22313F-HRTimeline
JBR Co Financial Management Inc33,185$910K0.38%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO29,662$910K0.25%+10213F-HRTimeline
Immaculate Wealth Management LLC29,537$906K7.16%13F-HRTimeline
CPA Asset Management Group, LLC29,509$905K0.3%-54513F-HRTimeline
Insight Advisors, LLC/ PA29,467$904K0.17%-180,04613F-HRTimeline
Nicholas Hoffman & Company, LLC.29,052$891K0.02%+47613F-HRTimeline
SHP Wealth Management29,042$891K0.07%-2,46313F-HRTimeline
OARSMAN CAPITAL, INC.28,990$889K0.11%-83613F-HRTimeline
Buska Wealth Management, LLC28,988$889K0.36%-3,45313F-HRTimeline
KINTRA WEALTH, LLC28,879$886K0.06%new13F-HRTimeline
VALICENTI ADVISORY SERVICES INC28,874$886K0.19%-40113F-HRTimeline
Institute for Wealth Management, LLC.28,831$885K0.09%+91013F-HRTimeline
SageView Advisory Group, LLC28,753$882K0.03%+1,54913F-HRTimeline
Creekside Partners28,710$881K0.36%+6,87713F-HRTimeline
TFR Capital, LLC.28,709$881K0.27%-25813F-HRTimeline
Beacon Financial Advisory LLC28,645$879K0.2%+68413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.28,585$877K0.14%+1,64713F-HRTimeline
Key Financial Inc28,560$876K0.16%+3,22013F-HRTimeline
Level Wealth Management LLC28,553$876K0.41%-2,34713F-HRTimeline
BAILARD, INC.28,537$876K0.02%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC28,423$872K0.24%+5813F-HRTimeline
Schrum Private Wealth Management LLC28,400$871K0.66%+1,81313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP28,341$870K0.12%+14,52113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO28,279$868K0.02%+14,49013F-HRTimeline
Northstar Financial Companies, Inc.28,267$867K0.69%+9,29113F-HRTimeline
Ullmann Wealth Partners Group, LLC28,241$866K0.09%+10,28513F-HRTimeline
BNC WEALTH MANAGEMENT, LLC28,177$864K0.24%-1,12913F-HRTimeline
August Group Capital Ltd28,174$864K1%-1,47213F-HRTimeline
Orcam Financial Group27,891$856K0.61%+1213F-HRTimeline
CMH Wealth Management LLC27,735$851K0.15%new13F-HRTimeline
CERTUITY, LLC21,946$848K0.06%+113F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC27,596$847K0.47%-5913F-HRTimeline
Arete Wealth Advisors, LLC27,577$846K0.06%+4,78613F-HR/ATimeline
SAGE FINANCIAL GROUP INC27,521$844K0.05%-18413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP27,552$844K0.16%013F-HRTimeline
Bernardo Wealth Planning LLC27,455$842K0.16%+27613F-HRTimeline
Crusonia Wealth Advisors LLC27,376$840K0.17%+75513F-HRTimeline
Cadent Capital Advisors, LLC27,187$834K0.22%+19,34013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC27,134$832K0.13%-20013F-HRTimeline
Carrera Capital Advisors27,124$832K0.13%-2,10413F-HRTimeline
CGN Advisors LLC27,114$832K0.07%-2,06913F-HRTimeline
Front Row Advisors LLC26,987$828K0.28%-35013F-HRTimeline
HOWE & RUSLING INC26,986$828K0.05%-76613F-HRTimeline
Successful Portfolios LLC26,857$824K0.45%+3,29313F-HRTimeline
Rench Wealth Management, Inc.26,808$822K0.25%-39813F-HRTimeline
Councilor Wealth, LLC26,717$820K0.4%-5,46313F-HRTimeline
Financial Planning Hawaii, Inc.26,638$817K0.48%+83313F-HRTimeline
Demars Financial Group, LLC26,574$815K0.27%-6,54813F-HRTimeline
Hayek Kallen Investment Management26,461$812K0.26%new13F-HRTimeline
Old Mission Investment Co LLC26,463$812K0.19%-42813F-HRTimeline
Fulton Bank, N.A.26,394$810K0.03%013F-HRTimeline
HOLDERNESS INVESTMENTS CO26,338$808K0.16%-2,45713F-HRTimeline
Wilkins Miller Wealth Management, LLC26,300$807K0.49%-1,03113F-HRTimeline
Perissos Private Wealth Management, LLC26,205$804K0.7%+9513F-HRTimeline
S&A Financial Services, Inc.26,043$799K0.55%13F-HRTimeline
Ted Buchan & Co26,012$798K0.29%-3,07613F-HRTimeline
Stillwater Wealth Management Group25,964$797K0.49%+13,69113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC25,957$796K0.02%+2513F-HRTimeline
Fort Sheridan Advisors LLC25,846$793K0.1%+3,75213F-HRTimeline
WEIK CAPITAL MANAGEMENT25,755$790K0.31%-5013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.25,743$790K0.03%-54713F-HRTimelineGroup
Firestone Capital Management25,731$789K0.16%-1,19713F-HRTimeline
Balefire, LLC25,721$789K0.15%+25613F-HRTimeline
Keating Financial Advisory Services, In…25,694$788K0.13%+2,84513F-HRTimeline
Stonebrook Private Inc.25,660$787K0.17%-1,96313F-HRTimeline
FF Advisors,LLC25,014$786K0.32%+14,60613F-HRTimeline
Argent Advisors, Inc.25,599$785K0.21%+1,95013F-HRTimeline
MidAtlantic Capital Management, Inc.25,566$784K0.54%-11,54913F-HRTimeline
Cassady Wealth & Retirement Planning, L…24,443$784K0.41%-1,52113F-HRTimeline
M Holdings Securities, Inc.24,644$781K0.05%-7,48713F-HRTimeline
Bonfire Financial25,412$780K0.59%+4713F-HRTimeline
Breakwater Capital Group25,372$778K0.1%+3,07613F-HRTimeline
Smart Portfolios, LLC25,345$778K0.78%013F-HRTimeline
FSM Wealth Advisors, LLC25,334$777K0.1%+713F-HRTimeline
Gerald Baker Financial Group LLC25,313$777K0.25%13F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC25,251$775K0.13%-58813F-HRTimeline