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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sage Capital Advisors,llc20,541$574K0.15%+7613F-HRTimeline
CHAPIN DAVIS, INC.20,538$574K0.2%+12,14113F-HRTimeline
Ironwood Financial, llc20,492$573K0.12%+4,10113F-HRTimeline
FC Advisory LLC20,465$572K0.19%+27313F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,452$572K0.23%+41213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/20,360$569K0.03%-1,96513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.20,263$567K<0.01%-19,19613F-HRTimelineGroup
Mirador Capital Partners LP20,240$566K0.1%+26113F-HRTimeline
Capital Planning LLC20,195$565K0.16%-1,00113F-HRTimeline
Olistico Wealth, LLC20,114$562K0.35%+18,99613F-HRTimeline
Northstar Financial Companies, Inc.20,069$561K0.61%-1,05113F-HRTimeline
TD Capital Management LLC20,027$560K0.06%+6,50913F-HRTimeline
Fearless Solutions, LLC dba Best Invest19,828$554K0.43%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…19,772$553K0.1%new13F-HRTimelineGroup
Clarkston Capital Partners, LLC19,709$551K0.01%+38213F-HRTimeline
Cross Staff Investments Inc19,624$549K0.41%013F-HRTimeline
Herold Advisors, Inc.19,602$548K0.12%-22013F-HRTimeline
Obermeyer Wealth Partners19,569$547K0.03%+6,90013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY19,557$547K0.06%new13F-HRTimeline
Horizon Investment Services, LLC19,522$546K0.27%-39013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP19,477$545K0.01%-3,45013F-HRTimeline
Tranquility Partners, LLC19,476$545K0.21%-55413F-HRTimeline
Basepoint Wealth LLC19,385$542K0.42%+17313F-HRTimeline
Investmark Advisory Group LLC19,189$537K0.27%-1,90013F-HRTimeline
49 WEALTH MANAGEMENT, LLC19,188$537K0.06%-41113F-HRTimeline
Prospera Capital Management, LLC19,170$536K0.35%013F-HR/ATimeline
Patton Albertson Miller Group, LLC19,153$536K0.08%-84813F-HR/ATimeline
Bedel Financial Consulting, Inc.20,883$534K0.08%-2513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,029$532K0.02%+6513F-HRTimeline
Covington Investment Advisors Inc.19,016$532K0.08%+1,53813F-HRTimeline
WHITTIER TRUST CO19,029$532K0.01%013F-HRTimeline
PDS Planning, Inc18,925$529K0.04%+8813F-HRTimeline
Wealth Alliance Advisory Group, LLC18,919$529K0.11%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC18,855$527K0.37%new13F-HRTimeline
Newport Capital Group, LLC18,721$523K0.38%+11713F-HRTimeline
American Capital Advisory, LLC18,591$520K0.28%013F-HRTimeline
Balboa Wealth Partners18,578$519K0.13%+10,58613F-HRTimeline
Claris Financial LLC18,983$519K0.34%013F-HRTimeline
Ring Mountain Capital, LLC18,446$516K0.39%-15213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.18,362$513K0.23%-7,07413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC18,282$511K0.03%-45413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors18,530$511K0.08%-5,37013F-HRTimelineGroup
Seneca House Advisors18,276$511K0.22%-52213F-HRTimeline
Sightline Wealth Advisors, LLC18,263$511K0.27%+4413F-HRTimeline
Mezzasalma Advisors, LLC18,196$509K0.18%-1,09313F-HRTimeline
Comprehensive Money Management Services…18,175$508K0.41%-1,09513F-HRTimeline
Revisor Wealth Management LLC18,142$507K0.23%+67513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,084$506K<0.01%-262,19413F-HR/ATimelineGroup
GODSEY & GIBB, INC17,900$500K0.05%-78713F-HRTimeline
HOWE & RUSLING INC17,797$498K0.04%+2,51213F-HRTimeline
TSFG, LLC17,559$491K0.1%+2,09313F-HRTimeline
DKM Wealth Management, Inc.17,503$489K0.47%-15713F-HRTimeline
Centerpoint Advisors, LLC17,499$489K0.18%+36213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC17,852$488K0.33%+11,95713F-HRTimeline
Smart Money Group LLC17,389$486K0.17%-174,84813F-HR/ATimeline
FIDUCIARY ADVISORS, INC.17,286$483K0.48%+15413F-HRTimeline
Golden State Wealth Management, LLC17,275$483K0.07%+1,58613F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP17,251$482K<0.01%+33113F-HRTimelineGroup
Leisure Capital Management17,203$481K0.2%+29513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,707$480K0.05%new13F-HRTimeline
Van Hulzen Asset Management, LLC17,174$480K0.04%+813F-HRTimeline
Meridian Wealth Advisors, LLC17,163$480K0.08%013F-HRTimeline
Cannon Financial Strategists, Inc.17,115$479K0.08%013F-HRTimeline
International Private Wealth Advisors L…17,106$478K0.46%-1,34413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD17,058$477K0.03%+8,40913F-HR/ATimeline
Riverbend Wealth Management, LLC17,058$477K0.43%+1,45713F-HRTimeline
TFB Advisors LLC16,990$475K0.14%+50213F-HRTimeline
Aspen Investment Management Inc16,972$475K0.22%+2,13213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,877$472K0.23%+3613F-HRTimeline
Darden Wealth Group Inc16,877$472K0.37%-1,41013F-HRTimeline
Nicholas Hoffman & Company, LLC.16,859$471K0.02%-7,49313F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Ridgeline Wealth Planning, LLC16,827$470K0.46%-69713F-HRTimeline
Dana Investment Advisors, Inc.16,779$469K0.02%+7,24613F-HRTimeline
Fort Sheridan Advisors LLC16,748$468K0.07%+1,06113F-HRTimeline
THOMPSON DAVIS & CO., INC.16,740$468K0.37%+8213F-HRTimeline
Stillwater Wealth Management Group16,738$468K0.41%+5,40813F-HRTimeline
Evercore Wealth Management, LLC16,709$467K0.01%-50013F-HRTimeline
DAVIS R M INC16,673$466K0.01%-1,35013F-HRTimeline
1ST SOURCE BANK16,669$466K0.03%+1,10413F-HRTimeline
ZynergyRetirementPlanningLLC16,956$463K0.33%+11,40813F-HRTimeline
Omega Financial Group, LLC16,543$463K0.18%+3,83913F-HRTimeline
Dorsey & Whitney Trust CO LLC16,533$462K0.03%-9913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,424$459K0.2%+24513F-HRTimeline
Vigilare Wealth Management16,406$459K0.18%+7,10913F-HRTimeline
Cascades Capital Asset Management, LLC16,350$457K0.25%new13F-HRTimeline
Carrera Capital Advisors16,306$456K0.1%+62113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments16,254$454K0.03%-372,52113F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC16,163$452K<0.01%013F-HRTimelineGroup
Sage Investment Counsel LLC16,162$452K0.57%+6,25013F-HRTimeline
SAX WEALTH ADVISORS, LLC16,108$450K0.03%+8,68613F-HRTimeline
L. Roy Papp & Associates, LLP16,086$450K0.06%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA16,063$449K1.02%-30413F-HRTimeline
Wealthstar Advisors, LLC15,978$447K0.2%013F-HRTimeline
Kingsman Wealth Management, Inc.15,954$446K0.33%13F-HRTimeline
Northeast Financial Consultants Inc15,951$446K0.02%013F-HRTimeline
UPTICK PARTNERS, LLC15,927$445K0.15%+18713F-HRTimeline
Sanchez Wealth Management Group15,829$443K0.12%013F-HRTimeline
Cherry Tree Wealth Management, LLC15,784$441K0.11%+63113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,828$441K0.03%+2,74013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,773$441K0.15%013F-HRTimeline
RMR Wealth Builders15,766$441K0.05%+1,12613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC15,745$440K0.33%+64513F-HRTimeline
Capital Market Strategies LLC15,742$440K0.29%-37,47113F-HRTimeline
Frederick Financial Consultants, LLC15,681$438K0.32%-66213F-HRTimeline
TFG Advisers LLC15,550$435K0.16%+2,16013F-HRTimeline
Triangle Securities Wealth Management15,522$434K0.11%+12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stockman Wealth Management, Inc.15,444$432K0.06%-2,52713F-HRTimeline
Seelaus Asset Management LLC15,429$431K0.41%-3,04213F-HRTimeline
GPM Growth Investors, Inc.15,388$430K0.19%-85,37313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC15,351$429K0.2%-16,43913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,332$429K0.02%-28913F-HRTimeline
DUNCKER STREETT & CO INC15,291$428K0.08%+313F-HRTimeline
Alley Investment Management Company, LLC15,271$427K0.05%+8513F-HRTimeline
Strategic Advisors LLC15,244$426K0.08%+67213F-HRTimeline
Leading Edge Financial Planning LLC15,174$424K0.13%013F-HRTimeline
Rosenberg Matthew Hamilton15,141$423K0.11%+31313F-HRTimeline
Tenon Financial LLC15,126$423K0.26%+513F-HRTimeline
Sovereign Financial Group, Inc.15,038$420K0.1%+94013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC15,000$419K0.14%new13F-HRTimeline
Williams Jones Wealth Management, LLC.14,981$419K0.01%+5,30313F-HRTimeline
National Wealth Management Group, LLC14,973$419K0.28%+3,44913F-HRTimeline
Edgestream Partners, L.P.14,953$418K0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC14,952$418K0.07%+12813F-HRTimeline
CM WEALTH ADVISORS LLC14,883$416K0.13%013F-HRTimeline
Keystone Wealth Services, LLC14,853$415K0.11%+13313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC15,199$415K0.03%013F-HRTimeline
Pflug Koory, LLC14,843$415K0.23%-1,51913F-HRTimeline
Successful Portfolios LLC14,838$415K0.28%-23213F-HRTimeline
4WEALTH ADVISORS, INC.14,786$413K0.46%-3,58313F-HRTimeline
Plante Moran Financial Advisors, LLC14,776$413K0.04%+68113F-HRTimeline
New Century Financial Group, LLC14,664$410K0.47%-1,86713F-HRTimeline
First Horizon Advisors, Inc.14,622$409K0.01%+13,15213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc14,620$409K0.27%-1,11513F-HRTimeline
Strategic Advocates LLC14,615$409K0.14%-74613F-HRTimeline
GoalVest Advisory LLC14,595$408K0.11%-42913F-HRTimeline
Silver Lake Advisory, LLC14,555$407K0.18%+21813F-HRTimeline
Sterling Investment Advisors, Ltd.14,472$405K0.1%new13F-HRTimeline
Financial Advisors Network, Inc.14,446$404K0.07%-63913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,415$403K0.16%+413F-HRTimeline
Ballast, Inc.14,415$403K0.11%013F-HRTimeline
Trademark Financial Management, LLC14,406$403K0.31%-53713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.14,375$402K0.31%-1,90913F-HRTimeline
Legacy Financial Advisors, Inc.14,336$401K0.07%-92213F-HRTimeline
Heritage Wealth Management, Inc.14,324$400K0.14%+32813F-HRTimeline
Ashton Thomas Private Wealth, LLC14,266$399K0.02%+20413F-HRTimeline
WEALTH EFFECTS LLC14,257$399K0.17%-5713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.14,238$398K0.26%+6613F-HRTimeline
Procyon Advisors, LLC14,219$398K0.02%-1,28013F-HRTimeline
Pine Harbor Wealth Management, LLC14,215$397K0.16%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC14,210$397K0.02%-93713F-HRTimelineGroup
Topsail Wealth Management, LLC14,142$395K0.08%013F-HRTimeline
RKL Wealth Management LLC14,141$395K0.04%+1,03513F-HRTimeline
Generation Capital Management LLC14,131$395K0.36%+78113F-HRTimeline
Sunflower Bank, N.A.14,076$394K0.11%+45013F-HRTimeline
Proficio Capital Partners LLC14,007$392K0.03%013F-HRTimeline
Resonant Capital Advisors, LLC13,965$390K0.03%+3,43113F-HRTimeline
Bernardo Wealth Planning LLC13,913$389K0.09%+36713F-HR/ATimeline
Brick & Kyle, Associates14,020$388K0.18%+3513F-HRTimeline
LEGACY SOLUTIONS, LLC13,846$387K0.43%+14613F-HRTimeline
OLD NATIONAL BANCORP /IN/13,798$386K0.01%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS13,797$386K0.02%+1,41013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.13,773$385K0.06%+1,36613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …13,738$384K0.08%13F-HRTimelineGroup
Tandem Investment Partners LLC13,714$383K0.38%-24813F-HRTimeline
Hutchens & Kramer Investment Management…13,693$383K0.21%+46513F-HRTimeline
Element Wealth, LLC13,615$381K0.2%+7013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,606$380K0.03%+6013F-HRTimeline
NorthRock Partners, LLC13,573$379K0.01%+95913F-HRTimeline
Del-Sette Capital Management, LLC13,567$379K0.3%-36213F-HRTimeline
Resurgent Financial Advisors LLC13,566$379K0.23%+1,08813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,515$378K0.02%+1313F-HR/ATimeline
JB Capital LLC13,396$375K0.02%+1,91613F-HRTimeline
Uptown Financial Advisors LLC13,350$373K0.39%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,348$373K0.04%+1,00713F-HRTimelineGroup
MATHER GROUP, LLC.13,294$372K<0.01%+1,14413F-HRTimeline
Old North State Wealth Management, LLC13,270$371K0.21%-4113F-HRTimeline
Heritage Trust Co13,242$370K0.04%013F-HRTimeline
AA Financial Advisors, LLC13,230$370K0.09%-3,73413F-HRTimeline
McIlrath & Eck, LLC13,225$370K0.05%+11613F-HRTimeline
Compass Advisory Group LLC13,182$369K0.13%-15413F-HRTimeline
O'Dell Group, LLC13,147$368K0.1%+2113F-HRTimeline
CX Institutional13,143$367K0.01%new13F-HRTimeline
Centerpoint Advisory Group13,125$367K0.36%013F-HRTimeline
Citrine Capital LLC13,089$366K0.23%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC13,061$365K0.41%013F-HRTimeline
Heirloom Wealth Management13,060$365K0.1%+1613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,057$365K0.04%+2,72713F-HRTimeline
NovaPoint Capital, LLC13,026$364K0.11%013F-HRTimeline
Meadow Creek Wealth Advisors LLC12,952$362K0.27%+2,94713F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,930$362K0.2%-6713F-HRTimeline
Shakespeare Wealth Management, LLC12,927$361K0.1%-37313F-HRTimeline
Copley Financial Group, Inc.12,926$361K0.28%-76113F-HR/ATimeline
YANKCOM Partnership12,921$361K0.2%013F-HRTimeline
Gateway Wealth Partners, LLC12,883$360K0.08%+40013F-HRTimeline
Sepio Capital, LP12,829$359K0.03%+1,21913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,235$358K0.03%013F-HRTimeline
Finer Wealth Management, Inc.12,790$358K0.21%+14713F-HRTimeline
Pinnacle Wealth Management Group, Inc.12,789$358K0.25%+3,70013F-HRTimeline
Rockwood Wealth Management, LLC12,784$357K0.04%+3,27313F-HRTimeline
GGM Financial LLC12,733$356K0.24%-4,67013F-HRTimeline