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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SIGNATUREFD, LLC19,677$538K0.01%+13,28613F-HRTimeline
Cross Staff Investments Inc19,624$536K0.37%+13,84813F-HRTimeline
49 WEALTH MANAGEMENT, LLC19,599$535K0.08%+12,10513F-HRTimeline
Pine Valley Investments Ltd Liability Co19,556$534K0.03%+12,98713F-HRTimeline
Wilmington Savings Fund Society, FSB19,506$533K0.01%+17,58213F-HRTimeline
Community Financial Services Group, LLC19,506$533K0.11%-21,53813F-HRTimeline
WMS Partners, LLC19,459$532K0.03%+12,74713F-HRTimeline
Clarkston Capital Partners, LLC19,327$528K0.01%+12,88413F-HRTimeline
Mezzasalma Advisors, LLC19,289$527K0.17%+12,79313F-HRTimeline
Comprehensive Money Management Services…19,270$526K0.43%13F-HRTimeline
Prospera Capital Management, LLC19,170$526K0.38%13F-HR/ATimeline
Basepoint Wealth LLC19,212$525K0.42%+9,53213F-HRTimeline
Traynor Capital Management, Inc.19,191$524K0.04%+12,21913F-HRTimeline
Atlas Financial Advisors, Inc.19,139$523K0.82%+13,68813F-HRTimeline
New Hampshire Trust19,043$520K0.11%new13F-HRTimeline
Cornerstone Wealth Group, LLC19,026$520K0.04%+14,48313F-HRTimeline
WHITTIER TRUST CO19,029$520K0.01%+12,63813F-HRTimeline
Lantern Wealth Advisors, LLC18,996$519K0.34%+12,84513F-HRTimeline
Claris Financial LLC18,983$519K0.34%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,964$518K0.02%+11,31113F-HRTimeline
Bleakley Financial Group, LLC18,930$517K0.02%+13,41813F-HRTimeline
Wealth Alliance Advisory Group, LLC18,919$517K0.11%+15,94613F-HRTimeline
PDS Planning, Inc18,837$515K0.05%+12,57213F-HRTimeline
Seneca House Advisors18,798$514K0.2%+12,58013F-HRTimeline
Keeler Thomas Management LLC18,738$512K0.18%+11,11913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC18,736$512K0.03%+12,45513F-HRTimeline
GODSEY & GIBB, INC18,687$511K0.05%+12,45213F-HRTimeline
Pinion Investment Advisors, LLC18,685$510K0.2%+12,47513F-HRTimeline
Newport Capital Group, LLC18,604$508K0.37%+13,72513F-HRTimeline
Ring Mountain Capital, LLC18,598$508K0.34%13F-HRTimeline
American Capital Advisory, LLC18,591$508K0.28%+12,32613F-HRTimeline
COMMONS CAPITAL, LLC18,528$506K0.46%+12,35913F-HRTimeline
Seelaus Asset Management LLC18,471$505K0.46%+13,53413F-HRTimeline
International Private Wealth Advisors L…18,450$504K0.5%+12,69913F-HRTimeline
Grant/GrossMendelsohn, LLC18,426$503K0.26%+12,95113F-HRTimeline
4WEALTH ADVISORS, INC.18,369$502K0.51%13F-HRTimeline
Darden Wealth Group Inc18,287$500K0.34%+12,19813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC5,895$498K0.33%+11313F-HRTimeline
Sightline Wealth Advisors, LLC18,219$498K0.27%+12,16113F-HRTimeline
DAVIS R M INC18,023$492K0.01%new13F-HRTimeline
Stockman Wealth Management, Inc.17,971$491K0.08%+12,82113F-HRTimeline
FSA Advisors, Inc.7,707$485K0.59%-6513F-HRTimeline
Gray Wealth Management Inc.17,741$485K0.18%+7,16213F-HRTimeline
DKM Wealth Management, Inc.17,660$482K0.46%13F-HRTimeline
Verity & Verity, LLC17,656$482K0.04%+11,87113F-HRTimeline
Ridgeline Wealth Planning, LLC17,524$479K0.46%13F-HRTimeline
Revisor Wealth Management LLC17,467$477K0.44%new13F-HRTimeline
Covington Investment Advisors Inc.17,478$477K0.07%-2,79513F-HR/ATimeline
GGM Financial LLC17,403$475K0.51%+11,62713F-HRTimeline
Worth Asset Management, LLC17,360$474K0.25%+8,42013F-HRTimeline
Haverford Trust Co17,216$470K<0.01%+11,25513F-HRTimeline
Evercore Wealth Management, LLC17,209$470K0.01%+14,69613F-HRTimeline
Van Hulzen Asset Management, LLC17,166$469K0.03%+11,44613F-HRTimeline
ZynergyRetirementPlanningLLC5,548$469K0.33%013F-HRTimeline
Meridian Wealth Advisors, LLC17,163$469K0.08%+11,44213F-HRTimeline
FIDUCIARY ADVISORS, INC.17,132$468K0.47%13F-HRTimeline
Centerpoint Advisors, LLC17,137$468K0.16%+11,38313F-HRTimeline
Cannon Financial Strategists, Inc.17,115$468K0.08%+11,90713F-HRTimeline
AA Financial Advisors, LLC16,964$463K0.12%+11,35013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,920$462K<0.01%+10,93613F-HRTimelineGroup
Leisure Capital Management16,908$462K0.18%+13,15213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,841$460K0.25%+11,07813F-HRTimeline
THOMPSON DAVIS & CO., INC.16,658$455K0.29%+11,63513F-HRTimeline
Dorsey & Whitney Trust CO LLC16,632$454K0.03%+11,08013F-HRTimeline
New Century Financial Group, LLC16,531$454K0.19%+11,01613F-HRTimeline
TFB Advisors LLC16,488$450K0.13%+11,81213F-HRTimeline
Ironwood Financial, llc16,391$448K0.09%+13,20113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA16,367$447K1.13%13F-HRTimeline
Pflug Koory, LLC16,362$447K0.23%+10,91113F-HRTimeline
Frederick Financial Consultants, LLC16,343$446K0.36%13F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.16,284$445K0.3%+11,51613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,179$442K0.21%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC16,163$442K<0.01%+10,77513F-HRTimelineGroup
L. Roy Papp & Associates, LLP16,086$439K0.05%+10,61513F-HRTimeline
PYA Waltman Capital, LLC16,000$437K0.14%new13F-HRTimeline
Wealthstar Advisors, LLC15,978$437K0.19%13F-HRTimeline
Northeast Financial Consultants Inc15,951$436K0.02%+10,63413F-HRTimeline
SK Wealth Management, LLC15,927$435K0.22%-14513F-HRTimeline
Concorde Asset Management, LLC15,875$434K0.23%+12,09513F-HRTimeline
Sanchez Wealth Management Group15,829$432K0.12%+10,55313F-HRTimeline
Cornerstone Planning, LLC15,773$431K0.16%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,773$431K0.15%new13F-HRTimeline
UPTICK PARTNERS, LLC15,740$430K0.16%+9,87413F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc15,735$430K0.27%13F-HRTimeline
Golden State Wealth Management, LLC15,689$429K0.06%13F-HRTimeline
Fort Sheridan Advisors LLC15,687$429K0.06%+10,91813F-HRTimeline
Carrera Capital Advisors15,685$429K0.1%+11,76213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,621$427K0.02%+9,61413F-HRTimeline
Riverbend Wealth Management, LLC15,601$426K0.38%13F-HRTimeline
1ST SOURCE BANK15,565$425K0.02%+10,35513F-HRTimeline
Procyon Advisors, LLC15,499$423K0.03%+9,75413F-HRTimeline
TSFG, LLC15,466$423K0.09%+10,24813F-HRTimeline
Lane & Associates LLC15,143$421K0.22%new13F-HRTimeline
Triangle Securities Wealth Management15,397$421K0.11%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Advocates LLC15,361$420K0.14%+5,34713F-HRTimeline
DUNCKER STREETT & CO INC15,288$418K0.08%+10,19213F-HRTimeline
HOWE & RUSLING INC15,285$418K0.04%+10,23713F-HRTimeline
Legacy Financial Advisors, Inc.15,258$417K0.07%+10,17213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC15,199$415K0.03%+10,66913F-HRTimeline
Alley Investment Management Company, LLC15,186$415K0.05%+10,13813F-HRTimeline
Leading Edge Financial Planning LLC15,174$415K0.14%+10,42113F-HRTimeline
Cherry Tree Wealth Management, LLC15,153$414K0.1%+10,10213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC15,147$414K0.02%+6,91313F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC15,100$413K0.31%+10,22513F-HRTimeline
Tenon Financial LLC15,121$412K0.27%+10,08213F-HRTimeline
Financial Advisors Network, Inc.15,085$412K0.07%13F-HRTimeline
Successful Portfolios LLC15,070$412K0.28%+10,02213F-HRTimeline
TUDOR INVESTMENT CORP ET AL15,061$411K<0.01%-3,83113F-HRTimeline
GoalVest Advisory LLC15,024$410K0.11%+10,01613F-HRTimeline
Trademark Financial Management, LLC14,943$408K0.32%+11,09113F-HRTimeline
Financial Advocates Investment Manageme…14,937$408K0.02%+11,34713F-HRTimeline
CM WEALTH ADVISORS LLC14,883$407K0.13%+9,92213F-HRTimeline
Rosenberg Matthew Hamilton14,828$405K0.11%+9,11813F-HRTimeline
OBSIDIAN CIO, LLC14,824$405K0.07%+9,33213F-HRTimeline
Aspen Investment Management Inc14,840$405K0.19%+9,74013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,726$402K0.03%+3,48113F-HRTimelineGroup
Keystone Wealth Services, LLC14,720$402K0.11%+10,23913F-HRTimeline
RMR Wealth Builders14,640$400K0.04%+10,46613F-HR/ATimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department14,621$399K0.3%13F-HRTimelineGroup
Strategic Advisors LLC14,572$398K0.07%+7,73413F-HRTimeline
Ballast, Inc.14,415$394K0.11%+9,60313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,411$394K0.15%+9,52313F-HRTimeline
Silver Lake Advisory, LLC14,337$392K0.17%+9,59813F-HRTimeline
Valued Retirements, Inc.14,319$391K0.53%+9,54613F-HRTimeline
WEALTH EFFECTS LLC14,314$391K0.14%+9,52313F-HRTimeline
Pine Harbor Wealth Management, LLC14,215$388K0.16%+9,61413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.14,172$387K0.02%+11,43713F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.14,172$387K0.23%13F-HRTimeline
Topsail Wealth Management, LLC14,142$386K0.08%13F-HRTimeline
Sovereign Financial Group, Inc.14,098$385K0.09%+11,36513F-HRTimeline
Plante Moran Financial Advisors, LLC14,095$385K0.03%+11,29813F-HRTimeline
Pure Financial Advisors, LLC14,093$385K0.01%+8,27713F-HRTimeline
Ashton Thomas Private Wealth, LLC14,062$384K0.01%new13F-HRTimeline
Proficio Capital Partners LLC14,007$383K0.03%+10,00713F-HR/ATimeline
Heritage Wealth Management, Inc.13,996$382K0.13%+11,48913F-HRTimeline
Brick & Kyle, Associates13,985$382K0.16%-339,87313F-HRTimeline
Tandem Investment Partners LLC13,962$381K0.37%13F-HRTimeline
Del-Sette Capital Management, LLC13,929$381K0.31%+9,28613F-HRTimeline
SIMA Wealth Partners, LLC13,881$379K0.32%+9,18613F-HRTimeline
LEGACY SOLUTIONS, LLC13,700$374K0.41%13F-HRTimeline
Copley Financial Group, Inc.13,687$374K0.29%+10,33413F-HRTimeline
Sunflower Bank, N.A.13,626$372K0.1%+9,08413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,546$370K0.03%+10,82813F-HRTimeline
Element Wealth, LLC13,545$370K0.19%+8,90413F-HRTimeline
WINTRUST INVESTMENTS LLC13,563$370K0.33%+9,19313F-HRTimeline
TD Capital Management LLC13,518$369K0.04%+9,10213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,502$369K0.02%+8,93913F-HR/ATimeline
Oldfather Financial Services, LLC13,480$368K0.14%+8,80313F-HRTimeline
Bernardo Wealth Planning LLC13,546$366K0.09%+49813F-HRTimeline
TFG Advisers LLC13,390$366K0.13%+9,48213F-HRTimeline
Generation Capital Management LLC13,350$365K0.31%13F-HRTimeline
Uptown Financial Advisors LLC13,350$365K0.39%13F-HRTimeline
Compass Advisory Group LLC13,336$364K0.13%+8,91913F-HRTimeline
Stephens Consulting, LLC13,323$364K0.09%+5,19513F-HRTimeline
Old North State Wealth Management, LLC13,311$364K0.2%+8,88713F-HRTimeline
Shakespeare Wealth Management, LLC13,300$363K0.1%+8,99113F-HRTimeline
AlphaMark Advisors, LLC13,269$363K0.16%+8,98213F-HRTimeline
Heritage Trust Co13,242$362K0.04%13F-HRTimeline
Hutchens & Kramer Investment Management…13,228$361K0.2%+9,01813F-HRTimeline
O'Dell Group, LLC13,126$359K0.08%+8,74213F-HRTimeline
Centerpoint Advisory Group13,125$359K0.35%13F-HRTimeline
McIlrath & Eck, LLC13,109$358K0.05%+7,16713F-HRTimeline
RKL Wealth Management LLC13,106$358K0.03%+8,50713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,235$358K0.03%013F-HRTimeline
Citrine Capital LLC13,089$358K0.26%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …13,088$358K0.03%+6,24513F-HR/ATimeline
Heritage Wealth Partners, LLC13,075$357K0.45%+8,75713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC13,061$357K0.41%13F-HRTimeline
Heirloom Wealth Management13,044$356K0.11%+8,01213F-HRTimeline
NovaPoint Capital, LLC13,026$356K0.11%+8,68413F-HRTimeline
First Financial Bankshares Inc13,010$355K0.01%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,997$355K0.2%+8,56813F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC12,942$354K0.13%+8,74713F-HRTimeline
YANKCOM Partnership12,921$353K0.19%13F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,809$350K0.21%+7,27413F-HRTimeline
Johnson Bixby & Associates, LLC12,727$348K0.05%+8,48613F-HRTimeline
Omega Financial Group, LLC12,704$347K0.13%+7,97613F-HRTimeline
Executive Wealth Management, LLC12,697$347K0.03%+8,00213F-HRTimeline
Obermeyer Wealth Partners12,669$346K0.02%+8,44613F-HRTimeline
GREENLEAF TRUST12,667$346K<0.01%+8,71113F-HRTimeline
Finer Wealth Management, Inc.12,643$345K0.2%+8,27913F-HRTimeline
Grandview Asset Management LLC12,617$345K0.13%new13F-HRTimeline
NorthRock Partners, LLC12,614$345K0.01%+5,33713F-HR/ATimeline
Stone Summit Wealth LLC12,561$343K0.12%+8,37413F-HRTimeline
Gateway Wealth Partners, LLC12,483$341K0.09%+9,18913F-HRTimeline
Resurgent Financial Advisors LLC12,478$341K0.2%+7,73113F-HRTimeline
St. Louis Trust Co12,465$341K0.05%+8,31013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC12,445$340K0.03%+9,97513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,417$339K0.01%+8,27813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.12,407$339K0.05%new13F-HR/ATimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS12,387$338K0.01%+8,45713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC12,341$337K0.04%+9,92313F-HRTimelineGroup
GFG Capital, LLC12,336$337K0.09%+8,22413F-HRTimeline
Wade Financial Advisory, Inc12,333$337K0.11%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC12,294$336K0.04%+8,19613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,265$335K0.01%+8,08013F-HRTimeline
Baltimore-Washington Financial Advisors…12,249$335K0.02%+9,66113F-HRTimeline
Relyea Zuckerberg Hanson LLC12,180$333K0.04%+8,12013F-HRTimeline
Rice Partnership, LLC12,179$333K0.06%+7,38413F-HRTimeline
MATHER GROUP, LLC.12,150$332K<0.01%+9,05013F-HRTimeline