SCHD SCHWAB STRATEGIC TR

COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers: 2,126
13F filers: 2,150
New: 162
Added: 1,079
Reduced: 640
Sold out: 78
Shares held by filers: 834,800,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
JBR Co Financial Management Inc	26,252	$832K	0.3%	-6,933	13F-HR Timeline
Strategies Wealth Advisors, LLC	26,235	$832K	0.07%	+1,484	13F-HR Timeline
Balboa Wealth Partners	26,184	$830K	0.11%	+3,738	13F-HR Timeline
S&A Financial Services, Inc.	26,129	$829K	0.51%	+86	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	25,766	$817K	0.39%	-1,830	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	25,743	$816K	0.03%	0	13F-HR Timeline Group
Wilkins Miller Wealth Management, LLC	25,694	$815K	0.45%	-606	13F-HR Timeline
Advisor Resource Council	25,198	$812K	0.27%	+5,981	13F-HR Timeline
Fort Sheridan Advisors LLC	25,595	$812K	0.09%	-251	13F-HR Timeline
Demars Financial Group, LLC	25,585	$811K	0.22%	-989	13F-HR Timeline
Ted Buchan & Co	25,544	$810K	0.26%	-468	13F-HR Timeline
Stonebrook Private Inc.	25,528	$809K	0.15%	-132	13F-HR Timeline
Gerald Baker Financial Group LLC	25,519	$809K	0.23%	+206	13F-HR Timeline
Hayek Kallen Investment Management	25,471	$808K	0.25%	-990	13F-HR Timeline
Bonfire Financial	25,412	$806K	0.52%	0	13F-HR Timeline
Keating Financial Advisory Services, In…	25,390	$805K	0.11%	-304	13F-HR Timeline
Breakwater Capital Group	25,388	$805K	0.1%	+16	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	25,354	$804K	0.18%	+9,511	13F-HR Timeline
Cypress Capital, LLC	25,301	$802K	0.22%	+2,941	13F-HR Timeline
MidAtlantic Capital Management, Inc.	25,223	$800K	0.5%	-343	13F-HR Timeline
Eldridge Investment Advisors, Inc.	25,054	$794K	0.16%	+136	13F-HR Timeline
NorthRock Partners, LLC	25,047	$794K	0.01%	+7,949	13F-HR Timeline
Capital Advisors Wealth Management, LLC	24,944	$791K	0.09%	+5,043	13F-HR Timeline
NewCorp Financial Services, Inc.	24,897	$789K	0.6%	+285	13F-HR Timeline
Rather & Kittrell, Inc.	24,872	$789K	0.11%	-13,489	13F-HR Timeline
Value Investment Professionals, LLC	24,845	$788K	0.66%	new	13F-HR Timeline
NIXON PEABODY TRUST CO	24,843	$788K	0.06%	new	13F-HR Timeline
MATHER GROUP, LLC.	24,816	$787K	0.01%	+3,037	13F-HR Timeline
FF Advisors,LLC	24,793	$786K	0.29%	-221	13F-HR Timeline
Rench Wealth Management, Inc.	24,733	$784K	0.21%	-2,075	13F-HR Timeline
CALTON & ASSOCIATES, INC.	24,732	$784K	0.11%	new	13F-HR Timeline
Councilor Wealth, LLC	24,712	$784K	0.32%	-2,005	13F-HR Timeline
CHAPIN DAVIS, INC.	24,566	$779K	0.14%	+18	13F-HR Timeline
RCW Management, LLC	24,520	$778K	0.7%	-575	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	24,515	$777K	0.45%	+1,159	13F-HR Timeline
Pinnacle Bancorp, Inc.	24,468	$776K	0.2%	0	13F-HR Timeline
BUILDER INVESTMENT GROUP INC /ADV	24,454	$775K	0.15%	-256	13F-HR Timeline
Mission Creek Capital Partners, Inc.	24,396	$774K	0.14%	+2,825	13F-HR Timeline
Telos Capital Management, Inc.	24,386	$773K	0.07%	-6,350	13F-HR Timeline
Stewardship Advisors, LLC	24,355	$772K	0.16%	+80	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	24,283	$770K	0.06%	0	13F-HR Timeline
Saxony Capital Management, LLC	24,184	$767K	0.35%	+15,845	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	23,565	$767K	0.01%	+44	13F-HR Timeline
Keystone Financial Group	24,141	$766K	0.05%	+9,729	13F-HR Timeline
Prairie Wealth Advisors, Inc.	0	$765K	0.18%	new	13F-HR TimelineAmount filed as zero, left out of ratios.
SP Asset Management LLC	24,102	$764K	0.06%	+188	13F-HR Timeline
CDM FINANCIAL COUNSELING SERVICES, INC.	24,085	$764K	0.66%	-690	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	24,016	$762K	0.01%	-4,263	13F-HR Timeline
Capital Planning LLC	23,998	$761K	0.22%	+1,848	13F-HR Timeline
Abound Wealth Management	23,929	$759K	0.15%	-399	13F-HR Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.	23,895	$758K	0.21%	+89	13F-HR Timeline
Clear Trail Advisors, LLC	23,887	$757K	0.12%	new	13F-HR Timeline
Ducere Wealth Management LLC	23,797	$755K	0.23%	new	13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	23,700	$752K	<0.01%	0	13F-HR Timeline Group
Point Windward Advisors Inc.	23,700	$752K	0.33%	+3,500	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	23,599	$748K	0.01%	0	13F-HR Timeline Group
Schrum Private Wealth Management LLC	10,072	$748K	0.77%	-18,328	13F-HR Timeline
Cassady Wealth & Retirement Planning, L…	23,585	$748K	0.35%	-858	13F-HR Timeline
RMR Wealth Builders	23,540	$746K	0.05%	+11,871	13F-HR Timeline
waypoint wealth counsel	23,426	$743K	0.47%	+57	13F-HR Timeline
WFA of San Diego, LLC	21,512	$741K	0.61%	-1,532	13F-HR Timeline
Oakmont Advisory Group, LLC	23,331	$740K	0.62%	+3,535	13F-HR Timeline
Hutchens & Kramer Investment Management…	23,312	$739K	0.2%	+6,188	13F-HR Timeline
Aegis Wealth Management LLC	23,238	$737K	0.35%	+8,138	13F-HR Timeline
LifePlan Financial, LLC	23,199	$736K	0.52%	-578	13F-HR Timeline
Capital Management Associates, Inc	23,138	$734K	0.15%	-1,157	13F-HR Timeline
Tenon Financial LLC	23,132	$734K	0.24%	+8,225	13F-HR Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP	23,130	$733K	<0.01%	+1,986	13F-HR Timeline Group
Summit Trail Advisors, LLC	23,130	$733K	0.01%	-972	13F-HR Timeline
Element Wealth, LLC	23,075	$732K	0.28%	+507	13F-HR Timeline
Lantern Wealth Advisors, LLC	23,005	$729K	0.33%	+307	13F-HR Timeline
Aerodigm Wealth, LLC	22,958	$728K	0.25%	0	13F-HR Timeline
Fulcrum Capital LLC	22,885	$726K	0.15%	0	13F-HR Timeline
LYELL WEALTH MANAGEMENT, LP	22,830	$724K	0.04%	+101	13F-HR Timeline
Meridian Wealth Advisors, LLC	22,818	$724K	0.08%	0	13F-HR Timeline
Paladin Advisory Group, LLC	22,714	$720K	0.48%	-198	13F-HR Timeline
Dale Q Rice Investment Management Ltd	22,557	$715K	0.39%	-247	13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	22,534	$715K	0.03%	-509	13F-HR Timeline
SVB WEALTH LLC	22,531	$714K	0.05%	-775	13F-HR Timeline
Range Advisory, LLC	22,520	$714K	0.09%	+7,929	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	22,477	$713K	1.92%	-425,479	13F-HR/A Timeline Group
JOURNEY RETIREMENT PLANNING & INVESTMEN…	22,362	$709K	0.55%	+378	13F-HR Timeline
Storen Legacy Partners, LLC	22,309	$707K	0.19%	-52	13F-HR Timeline
Commonwealth Retirement Investments LLC	22,205	$704K	0.19%	-1,411	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	22,161	$703K	0.04%	-371	13F-HR Timeline
Eddie Patel Inc	22,070	$700K	0.42%	-115	13F-HR Timeline
Mezzasalma Advisors, LLC	22,045	$699K	0.14%	-213	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	22,000	$698K	0.2%	+3,160	13F-HR Timeline
Fairway Wealth LLC	21,957	$696K	0.16%	0	13F-HR Timeline
MEMBERS WEALTH LLC	21,924	$695K	0.38%	-79	13F-HR Timeline
Level Wealth Management LLC	21,876	$694K	0.28%	-6,677	13F-HR Timeline
Bay Rivers Group	21,870	$694K	0.24%	+3,197	13F-HR Timeline
OMC Financial Services LTD	21,783	$691K	0.23%	-332	13F-HR Timeline
SIGNATUREFD, LLC	21,722	$689K	0.01%	-854	13F-HR Timeline
Cross Staff Investments Inc	21,693	$688K	0.39%	+2,218	13F-HR Timeline
Gemmer Asset Management LLC	21,618	$686K	0.05%	+317	13F-HR Timeline
Rosenberg Matthew Hamilton	21,542	$683K	0.13%	-1,899	13F-HR Timeline
Aldebaran Financial Inc.	21,500	$682K	0.55%	0	13F-HR Timeline
Clear Point Advisors Inc.	21,491	$681K	0.6%	+7,820	13F-HR Timeline
American Trust	21,464	$681K	0.05%	+608	13F-HR Timeline
TUDOR INVESTMENT CORP ET AL	21,388	$678K	<0.01%	-40,708	13F-HR Timeline
Williams Jones Wealth Management, LLC.	21,313	$676K	0.01%	-953	13F-HR Timeline
Concentrum Wealth Management	21,111	$669K	0.16%	-1,835	13F-HR Timeline
Mach-1 Financial Group, LLC	21,106	$669K	0.26%	+3,361	13F-HR Timeline
Tidemark, LLC	21,066	$668K	0.15%	+90	13F-HR Timeline
Clayton Financial Group LLC	21,000	$666K	0.37%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	20,910	$663K	0.09%	+73	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	20,885	$662K	0.03%	+14,834	13F-HR Timeline
Steffes Financial, Ltd.	20,862	$662K	0.29%	-103	13F-HR Timeline
Abbot Financial Management, Inc.	20,800	$660K	0.24%	0	13F-HR Timeline
Sharkey, Howes & Javer	20,763	$658K	0.08%	+49	13F-HR Timeline
Comprehensive Money Management Services…	20,639	$654K	0.41%	+159	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	20,491	$654K		+1	Timeline Colonial Trust Co / SC: 20,360 (0.08%) 13F-HR Colonial Trust Advisors: 131 (<0.01%) 13F-HR
Unify Financial Advisors	20,589	$653K	0.6%	0	13F-HR Timeline
Axim Planning & Wealth	20,534	$651K	0.92%	+6,155	13F-HR Timeline
N.E.W. Advisory Services LLC	20,505	$650K	0.04%	+2,974	13F-HR Timeline
Fortitude Advisory Group L.L.C.	20,479	$649K	0.25%	+6,130	13F-HR Timeline
Salomon & Ludwin, LLC	20,282	$646K	0.05%	-1,034	13F-HR Timeline
Ballentine Partners, LLC	20,228	$641K	0.01%	-19,617	13F-HR Timeline
PATTEN & PATTEN INC/TN	20,221	$641K	0.03%	+52	13F-HR Timeline
HANCOCK WHITNEY CORP	20,207	$641K	0.01%	+5,538	13F-HR Timeline
Martin Capital Partners, LLC	20,097	$637K	0.23%	-1,372	13F-HR Timeline
PDS Planning, Inc	20,054	$636K	0.04%	+205	13F-HR Timeline
Avantra Family Wealth, Inc.	20,015	$635K	0.4%	+231	13F-HR Timeline
SHELTON CAPITAL MANAGEMENT	20,000	$634K	0.01%	0	13F-HR Timeline
Pflug Koory, LLC	19,974	$633K	0.25%	+353	13F-HR Timeline
Tranquility Partners, LLC	19,966	$633K	0.22%	+22	13F-HR Timeline
Basepoint Wealth LLC	19,920	$632K	0.36%	+174	13F-HR Timeline
Brick & Kyle, Associates	20,561	$631K	0.21%	0	13F-HR Timeline
Laraway Financial Advisors Inc	19,887	$631K	0.38%	+8,828	13F-HR Timeline
Robinhood Asset Management, LLC	19,869	$630K	0.03%	+4,616	13F-HR Timeline
Pacific Center for Financial Services	19,780	$627K	0.14%	+9,735	13F-HR Timeline
Three Bearings Fiduciary Advisors, Inc.	19,660	$623K	0.56%	+425	13F-HR Timeline
Bedel Financial Consulting, Inc.	19,611	$622K	0.06%	-13,373	13F-HR Timeline
Beacon Capital Management, LLC	19,578	$621K	0.09%	-528	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	19,497	$618K	0.1%		13F-HR Timeline Group
ZACKS INVESTMENT MANAGEMENT	19,318	$613K	<0.01%	-595	13F-HR Timeline
OPTIMA CAPITAL LLC	19,297	$612K	0.24%	+100	13F-HR Timeline
MIRAMONTES CAPITAL, LLC	19,280	$611K	0.19%	new	13F-HR Timeline
Pure Financial Advisors, LLC	19,279	$611K	0.01%	+2,925	13F-HR Timeline
RED CRANE WEALTH MANAGEMENT, LLC	19,271	$611K	0.45%	-288	13F-HR Timeline
BSW Wealth Partners	19,263	$611K	0.07%	-2,364	13F-HR Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA	19,219	$609K	<0.01%	-2,197	13F-HR Timeline Group
WEIK CAPITAL MANAGEMENT	19,105	$606K	0.23%	-6,650	13F-HR Timeline
Meriwether Wealth & Planning, LLC	19,041	$604K	0.3%	+131	13F-HR Timeline
Blue Chip Partners, LLC	18,943	$601K	0.04%	-208	13F-HR Timeline
Global Assets Advisory, LLC	18,790	$601K	0.13%	new	13F-HR Timeline
Cardinal Point Capital Management ULC	18,936	$600K	0.03%	-1,716	13F-HR Timeline
Octavia Wealth Advisors, LLC	18,929	$600K	0.05%	-1,422	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	18,917	$600K	0.21%	-1,069	13F-HR Timeline
FIDELIS CAPITAL PARTNERS, LLC	18,901	$599K	0.03%	-1,953	13F-HR Timeline
Argent Advisors, Inc.	18,899	$599K	0.15%	-6,700	13F-HR Timeline
FC Advisory LLC	18,898	$599K	0.16%	+42	13F-HR Timeline
PW Nova Financial Services LLC	18,793	$596K	0.13%	-70	13F-HR Timeline
Triad Wealth Partners, LLC	17,714	$594K	0.04%	+572	13F-HR Timeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	18,704	$593K	0.31%	0	13F-HR Timeline
Markowski Investments	18,606	$590K	0.13%		13F-HR Timeline
HOWLAND CAPITAL MANAGEMENT LLC	18,550	$588K	0.02%	+3,224	13F-HR Timeline
SMART Wealth LLC	18,497	$587K	0.13%	+9,347	13F-HR Timeline
TSFG, LLC	18,405	$584K	0.07%	+82	13F-HR Timeline
Chancellor Financial Group WB LP	18,400	$583K	0.36%	new	13F-HR Timeline
Sherman Wealth Management LLC	18,359	$582K	0.44%	-595	13F-HR Timeline
Sterling Investment Advisors, Ltd.	18,331	$581K	0.1%	+2	13F-HR Timeline
Verity & Verity, LLC	18,306	$580K	0.04%	-3,060	13F-HR Timeline
Omega Financial Group, LLC	18,277	$580K	0.18%	+128	13F-HR Timeline
Obermeyer Wealth Partners	18,267	$579K	0.02%	-4,982	13F-HR Timeline
Mirador Capital Partners LP	18,246	$579K	0.07%	+7	13F-HR Timeline
Pine Haven Investment Counsel, Inc	18,219	$578K	0.39%	+1,210	13F-HR Timeline
Legacy Financial Advisors, Inc.	18,207	$577K	0.07%	+20	13F-HR Timeline
Accredited Investors Inc.	18,192	$577K	0.02%	new	13F-HR Timeline
Citrine Capital LLC	18,153	$576K	0.21%	+724	13F-HR Timeline
Financial Management, Inc.	18,115	$574K	0.47%	+142	13F-HR Timeline
Integrity Advisory Solutions, LLC	18,096	$574K	0.06%	+2,455	13F-HR Timeline
GDS Wealth Management	18,088	$574K	0.03%	new	13F-HR Timeline
Wealth Management Partners, LLC	18,007	$571K	0.13%	-300	13F-HR Timeline
COFG Advisors, LLC	17,976	$570K	0.1%	new	13F-HR Timeline
HERITAGE OAK WEALTH ADVISORS LLC	17,945	$569K	0.17%	+1,553	13F-HR Timeline
Innova Wealth Partners	17,898	$568K	0.23%	+5,052	13F-HR Timeline
Downshift Financial, LLC	17,896	$567K	0.26%	-78	13F-HR Timeline
Planned Solutions, Inc.	17,888	$567K	0.16%	+315	13F-HR Timeline
UNIQUE WEALTH, LLC	17,861	$566K	0.07%	+713	13F-HR Timeline
Fearless Solutions, LLC dba Best Invest	17,857	$566K	0.3%	-12	13F-HR Timeline
DUNCKER STREETT & CO INC	17,844	$566K	0.1%	+1,484	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	17,832	$565K	0.03%	+369	13F-HR Timeline Group
Resonant Capital Advisors, LLC	17,788	$564K	0.03%	+2,219	13F-HR Timeline
Carmel Capital Partners, LLC	17,779	$564K	0.19%	+1,501	13F-HR Timeline
SkyOak Wealth, LLC	17,761	$563K	0.09%	+40	13F-HR Timeline
Ketron Financial	17,758	$563K	0.17%	-1,290	13F-HR Timeline
Delta Investment Management, LLC	17,746	$563K	0.09%	+2,034	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	17,662	$560K	0.03%	-29	13F-HR Timeline
Silver Lake Advisory, LLC	17,658	$560K	0.2%	-29	13F-HR Timeline
UPTICK PARTNERS, LLC	17,654	$560K	0.09%	+7	13F-HR Timeline
Wilson & Boucher Capital Management, LLC	17,645	$560K	0.33%	new	13F-HR Timeline
Planning Project LLC	16,033	$559K	0.11%		13F-HR Timeline
Clarkston Capital Partners, LLC	17,611	$558K	0.05%	+3	13F-HR Timeline
Kraft, Davis & Associates, LLC	17,193	$557K	0.12%	-588	13F-HR Timeline
BASSO CAPITAL MANAGEMENT, L.P.	17,534	$556K	0.14%	0	13F-HR Timeline
Herold Advisors, Inc.	17,381	$556K	0.11%	+6,484	13F-HR Timeline
APPLETON PARTNERS INC/MA	17,420	$552K	0.03%	-5,258	13F-HR Timeline
Encompass More Asset Management	17,377	$551K	0.08%	new	13F-HR Timeline