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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Northstar Financial Companies, Inc.20,028$531K0.55%-4113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.20,000$530K0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC19,991$530K0.01%-1,11713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC19,957$529K0.02%+92813F-HRTimeline
Covington Investment Advisors Inc.19,871$527K0.08%+85513F-HRTimeline
Herold Advisors, Inc.19,854$526K0.11%+25213F-HRTimeline
Bernardo Wealth Planning LLC19,802$525K0.11%+5,88913F-HRTimeline
Clarkston Capital Partners, LLC19,691$522K0.01%-1813F-HRTimeline
Emergent Wealth Advisors, LLC15,262$521K0.33%new13F-HRTimeline
Baker Avenue Asset Management, LP19,674$521K0.01%-7,24513F-HRTimeline
Creekside Partners19,639$520K0.25%+7,91913F-HRTimeline
Cross Staff Investments Inc19,624$520K0.39%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY19,571$519K0.05%+1413F-HR/ATimeline
Obermeyer Wealth Partners19,564$518K0.03%-513F-HRTimeline
Aspen Investment Management Inc19,509$517K0.22%+2,53713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,478$516K<0.01%-20,01313F-HRTimeline
Fearless Solutions, LLC dba Best Invest19,238$510K0.36%-59013F-HRTimeline
Seneca House Advisors19,185$508K0.22%+90913F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.19,158$508K0.19%-2,51913F-HRTimeline
Basepoint Wealth LLC19,136$507K0.39%-24913F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC18,535$507K0.35%+2,79013F-HRTimeline
WHITTIER TRUST CO19,029$504K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,981$503K0.04%-19,76713F-HRTimeline
Rosenberg Matthew Hamilton18,893$501K0.12%+3,75213F-HRTimeline
KG Capital Management18,887$501K0.15%+7,37613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,707$499K0.05%013F-HRTimeline
Mach-1 Financial Group, LLC18,797$498K0.15%-6,57813F-HRTimeline
Ring Mountain Capital, LLC18,403$497K0.3%-4313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC18,643$494K0.08%-5,83313F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC18,701$493K0.04%new13F-HRTimelineGroup
PDS Planning, Inc18,502$490K0.04%-42313F-HRTimeline
Oldfather Financial Services, LLC18,499$490K0.17%-2,56413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors18,530$489K0.07%013F-HRTimelineGroup
Sightline Wealth Advisors, LLC18,313$485K0.23%+5013F-HRTimeline
Destination Wealth Management18,280$484K0.01%-4,74613F-HRTimeline
TFG Advisers LLC18,261$484K0.17%+2,71113F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,208$483K0.09%+8,09513F-HRTimeline
Cornerstone Wealth Group, LLC18,205$482K0.04%-26,46313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC18,189$482K0.31%+33713F-HRTimeline
Mezzasalma Advisors, LLC18,181$482K0.14%-1513F-HRTimeline
Leisure Capital Management18,175$482K0.18%+97213F-HRTimeline
Pinion Investment Advisors, LLC18,159$481K0.17%-18,33913F-HRTimeline
Keystone Wealth Services, LLC18,158$481K0.12%+3,30513F-HRTimeline
Wolfstich Capital, LLC18,051$478K1.05%-7,64113F-HRTimeline
Ullmann Wealth Partners Group, LLC17,956$476K0.06%+5,66213F-HRTimeline
MATHER GROUP, LLC.17,861$473K0.01%+4,56713F-HRTimeline
GODSEY & GIBB, INC17,830$472K0.04%-7013F-HRTimeline
Omega Financial Group, LLC17,697$469K0.17%+1,15413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC17,673$468K0.03%+7,17313F-HRTimelineGroup
Etesian Wealth Advisors, Inc.17,670$468K0.17%+9,75613F-HRTimeline
TSFG, LLC17,658$468K0.08%+9913F-HRTimeline
American Trust17,584$466K0.04%new13F-HRTimeline
Centerpoint Advisors, LLC17,509$464K0.16%+1013F-HRTimeline
Andina Capital Management, LLC17,505$464K0.32%new13F-HRTimeline
Pflug Koory, LLC17,478$463K0.24%+2,63513F-HRTimeline
FIDUCIARY ADVISORS, INC.17,456$463K0.41%+17013F-HRTimeline
Sage Capital Advisors,llc17,455$463K0.11%-3,08613F-HRTimeline
Patton Albertson Miller Group, LLC17,431$462K0.06%-1,72213F-HRTimeline
UPTICK PARTNERS, LLC17,428$462K0.13%+1,50113F-HRTimeline
Comprehensive Money Management Services…17,375$460K0.35%-80013F-HRTimeline
Investmark Advisory Group LLC17,313$459K0.21%-1,87613F-HRTimeline
Meridian Wealth Advisors, LLC17,163$455K0.07%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC17,157$455K0.18%+73313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.17,153$455K0.03%-19,50513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC17,133$454K0.02%+2,86713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP17,022$451K<0.01%-22913F-HRTimelineGroup
Darden Wealth Group Inc17,016$451K0.27%+13913F-HRTimeline
Golden State Wealth Management, LLC16,948$449K0.05%-32713F-HRTimeline
Van Hulzen Asset Management, LLC16,804$445K0.04%-37013F-HRTimeline
1ST SOURCE BANK16,669$442K0.02%013F-HRTimeline
Nicholas Hoffman & Company, LLC.16,641$441K0.01%-21813F-HRTimeline
Trust Co16,577$439K0.05%-122,09013F-HRTimeline
Leading Edge Financial Planning LLC16,564$439K0.12%+1,39013F-HRTimeline
CURA WEALTH ADVISORS, LLC16,531$438K0.2%+4,59013F-HRTimeline
DAVIS R M INC16,518$438K0.01%-15513F-HRTimeline
Prospera Capital Management, LLC16,500$437K0.24%-2,67013F-HR/ATimeline
Carrera Capital Advisors16,466$436K0.09%+16013F-HRTimeline
Pine Valley Investments Ltd Liability Co16,403$435K0.03%-7,03313F-HRTimeline
Sovereign Financial Group, Inc.16,352$433K0.09%+1,31413F-HRTimeline
International Private Wealth Advisors L…16,291$432K0.37%-81513F-HRTimeline
RMR Wealth Builders16,285$432K0.04%+51913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,222$430K0.17%-65513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC16,163$428K<0.01%013F-HR/ATimelineGroup
49 WEALTH MANAGEMENT, LLC16,101$427K0.05%-3,08713F-HRTimeline
L. Roy Papp & Associates, LLP16,086$426K0.05%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA16,063$426K0.87%013F-HRTimeline
JB Capital LLC16,036$425K0.02%+2,64013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.16,018$424K0.03%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC15,980$423K0.02%+2,46513F-HRTimeline
Wealthstar Advisors, LLC15,978$423K0.16%013F-HRTimeline
Northeast Financial Consultants Inc15,951$423K0.02%013F-HRTimeline
Kingsman Wealth Management, Inc.15,834$420K0.26%-12013F-HRTimeline
Sanchez Wealth Management Group15,829$419K0.1%013F-HRTimeline
THOMPSON DAVIS & CO., INC.15,821$419K0.29%-91913F-HR/ATimeline
BROWN WEALTH MANAGEMENT, LLC15,773$418K0.13%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC15,636$414K0.03%+43713F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC15,483$410K0.13%+48313F-HRTimeline
Pine Haven Investment Counsel, Inc15,479$410K0.32%+3,01513F-HRTimeline
Apella Capital, LLC15,102$409K0.01%+6,71313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.15,413$408K0.05%+1,64013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,394$408K0.02%+1,59713F-HRTimelineGroup
Ridgeline Wealth Planning, LLC15,353$407K0.33%-1,47413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,332$406K0.02%013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,301$405K0.02%-80713F-HRTimeline
DUNCKER STREETT & CO INC15,295$405K0.07%+413F-HRTimeline
ZynergyRetirementPlanningLLC15,277$405K0.27%-1,67913F-HRTimeline
Heritage Wealth Management, Inc.15,274$405K0.13%+95013F-HRTimeline
Beaird Harris Wealth Management, LLC15,196$403K0.03%+15,00213F-HRTimeline
First Horizon Advisors, Inc.15,176$402K0.01%+55413F-HRTimeline
Tenon Financial LLC15,132$401K0.18%+613F-HRTimeline
Stockman Wealth Management, Inc.15,132$401K0.05%-31213F-HRTimeline
DKM Wealth Management, Inc.15,060$399K0.34%-2,44313F-HRTimeline
Cascade Financial Partners, LLC15,034$398K0.05%-6,04513F-HRTimeline
Oxbow Advisors, LLC15,005$398K0.04%+2,66713F-HRTimeline
CM WEALTH ADVISORS LLC14,883$394K0.12%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,756$391K0.06%+3,54513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,712$390K0.02%-3,57013F-HRTimeline
Silver Lake Advisory, LLC14,693$389K0.17%+13813F-HRTimeline
Financial Advisors Network, Inc.14,662$389K0.06%+21613F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc14,620$387K0.22%013F-HRTimeline
GoalVest Advisory LLC14,595$387K0.1%013F-HRTimeline
Alley Investment Management Company, LLC14,570$386K0.05%-70113F-HRTimeline
Sterling Investment Advisors, Ltd.14,474$384K0.08%+213F-HRTimeline
National Wealth Management Group, LLC14,457$383K0.21%-51613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC14,422$382K0.14%+713F-HRTimeline
Ballast, Inc.14,415$382K0.1%013F-HR/ATimeline
Capital Market Strategies LLC14,414$382K0.27%-1,32813F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.14,375$381K0.27%013F-HRTimeline
Successful Portfolios LLC14,372$381K0.23%-46613F-HRTimeline
AA Financial Advisors, LLC14,366$381K0.08%+1,13613F-HRTimeline
Element Wealth, LLC14,334$380K0.17%+71913F-HRTimeline
Glenmede Investment Management, LP14,301$379K<0.01%13F-HRTimeline
Legacy Financial Advisors, Inc.14,269$378K0.06%-6713F-HRTimeline
Compass Advisory Group LLC14,258$378K0.12%+1,07613F-HRTimeline
Strategic Advocates LLC14,254$378K0.11%-36113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…14,206$376K0.14%+2,05513F-HRTimelineGroup
TFB Advisors LLC14,178$376K0.1%-2,81213F-HRTimeline
MCF Advisors LLC14,169$375K0.02%+10,97013F-HRTimeline
Topsail Wealth Management, LLC14,142$375K0.07%013F-HRTimeline
Generation Capital Management LLC14,131$374K0.3%013F-HRTimeline
Washington Trust Bank14,106$374K0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sunflower Bank, N.A.14,082$373K0.09%+613F-HRTimeline
Tactive Advisors, LLC14,077$373K0.12%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,022$372K0.03%+96513F-HRTimeline
CPR Investments Inc.14,018$371K0.29%+2,88613F-HRTimeline
Proficio Capital Partners LLC14,007$371K0.02%013F-HRTimeline
GPM Growth Investors, Inc.13,990$371K0.15%-1,39813F-HRTimeline
Resonant Capital Advisors, LLC13,965$370K0.02%013F-HRTimeline
Tandem Investment Partners LLC13,957$370K0.32%+24313F-HRTimeline
OBSIDIAN CIO, LLC13,930$369K0.05%-1,02213F-HRTimeline
Frederick Financial Consultants, LLC13,889$368K0.23%-1,79213F-HRTimeline
Everest Private Wealth13,853$367K0.26%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,789$365K0.01%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC13,061$364K0.41%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.13,730$364K0.19%-7,97113F-HRTimeline
Waterfront Wealth Inc.13,730$364K0.08%new13F-HRTimeline
Plante Moran Financial Advisors, LLC13,645$362K0.03%-1,13113F-HRTimeline
LEGACY SOLUTIONS, LLC13,534$359K0.34%-31213F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,235$358K0.03%013F-HRTimeline
Granite Bay Wealth Management, LLC13,483$357K0.11%-7,26813F-HRTimeline
Global Trust Asset Management, LLC13,465$357K0.19%+5,84013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC13,455$357K0.07%+1,01613F-HRTimeline
McIlrath & Eck, LLC13,354$354K0.04%+12913F-HRTimeline
Uptown Financial Advisors LLC13,350$354K0.33%013F-HRTimeline
Sepio Capital, LP13,269$352K0.03%+44013F-HRTimeline
AssuredPartners Investment Advisors, LLC13,263$351K0.09%-160,58113F-HRTimeline
RKL Wealth Management LLC13,193$350K0.03%-94813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,162$349K0.02%-44413F-HRTimeline
WEALTH EFFECTS LLC13,126$348K0.13%-1,13113F-HRTimeline
Centerpoint Advisory Group13,125$348K0.3%013F-HRTimeline
Citrine Capital LLC13,089$347K0.18%013F-HRTimeline
Procyon Advisors, LLC13,076$347K0.03%-1,14313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD13,055$346K0.02%-4,00313F-HRTimeline
Old North State Wealth Management, LLC13,050$346K0.18%-22013F-HRTimeline
NovaPoint Capital, LLC13,026$345K0.11%013F-HRTimeline
NorthRock Partners, LLC12,960$345K0.01%-61313F-HR/ATimeline
Pine Harbor Wealth Management, LLC12,994$344K0.12%-1,22113F-HRTimeline
Buck Wealth Strategies, LLC12,970$344K0.05%+3,56513F-HRTimeline
Meadow Creek Wealth Advisors LLC12,952$343K0.23%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,930$343K0.19%013F-HRTimeline
Shakespeare Wealth Management, LLC12,927$343K0.09%013F-HRTimeline
YANKCOM Partnership12,921$342K0.17%013F-HRTimeline
GC Wealth Management RIA, LLC12,894$342K0.03%+2,85913F-HRTimeline
LaSalle St. Investment Advisors, LLC12,867$341K0.09%-141,75213F-HRTimeline
Pinnacle Wealth Management Group, Inc.12,821$340K0.19%+3213F-HRTimeline
GGM Financial LLC12,767$338K0.2%+3413F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.12,752$338K0.42%13F-HRTimeline
Horizon Investment Services, LLC12,727$337K0.15%-6,79513F-HRTimeline
Capital Advisors, Ltd. LLC12,634$335K0.04%+1,90013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC12,615$334K0.01%-1,59513F-HRTimelineGroup
Stone Summit Wealth LLC12,561$333K0.1%013F-HRTimeline
Charis Legacy Partners, LLC12,531$332K0.55%-9,51113F-HRTimeline
Rehmann Capital Advisory Group12,492$331K0.02%+2,71313F-HRTimeline
Hutchens & Kramer Investment Management…12,226$331K0.15%-1,46713F-HRTimeline
SK Wealth Management, LLC12,043$329K0.14%+12313F-HRTimeline
PROMETHIUM ADVISORS,LLC12,342$327K0.2%-9,98713F-HRTimeline
Plan Group Financial, LLC12,336$327K0.11%-12,32113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,319$326K0.01%+4613F-HRTimeline
Forum Private Client Group LLC12,261$325K0.13%new13F-HRTimeline
Members Advisory Group LLC12,219$324K0.12%-45413F-HRTimeline