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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SIGMA INVESTMENT COUNSELORS INC19,397$530K0.03%-2,84613F-HRTimeline
Madison Wealth Partners, Inc19,332$528K0.1%-7,06013F-HRTimeline
Pflug Koory, LLC19,255$526K0.25%+1,77713F-HRTimeline
Seneca House Advisors19,224$525K0.21%+3913F-HRTimeline
Creekside Partners19,219$525K0.23%-42013F-HRTimeline
CARDIFF PARK ADVISORS, LLC19,105$522K0.04%+12413F-HRTimeline
Clarkston Capital Partners, LLC19,058$520K0.01%-63313F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC18,905$516K0.04%+20413F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest18,863$515K0.33%-37513F-HRTimeline
Bridgewealth Advisory Group, LLC18,812$514K0.12%-2,10413F-HRTimeline
Basepoint Wealth LLC18,727$511K0.36%-40913F-HRTimeline
Fulton Bank, N.A.18,624$508K0.02%new13F-HRTimeline
PDS Planning, Inc18,587$507K0.04%+8513F-HRTimeline
Emergent Wealth Advisors, LLC18,552$506K0.29%+3,29013F-HRTimeline
Smith Salley Wealth Management18,473$504K0.03%+10,06813F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC18,364$501K0.3%+17513F-HRTimeline
Oldfather Financial Services, LLC18,260$499K0.16%-23913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC18,243$498K0.37%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,208$497K0.09%013F-HRTimeline
Ring Mountain Capital, LLC18,222$497K0.28%-18113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC18,170$496K0.04%-3,68413F-HRTimeline
Wolfstich Capital, LLC18,051$493K1.01%013F-HRTimeline
CM WEALTH ADVISORS LLC18,027$492K0.13%+3,14413F-HRTimeline
Ullmann Wealth Partners Group, LLC17,956$490K0.05%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC17,921$489K0.08%-72213F-HRTimeline
MATHER GROUP, LLC.17,863$488K<0.01%+213F-HRTimeline
Omega Financial Group, LLC17,849$487K0.16%+15213F-HRTimeline
GODSEY & GIBB, INC17,830$487K0.04%013F-HRTimeline
Cornerstone Wealth Group, LLC17,783$485K0.03%-42213F-HRTimeline
TSFG, LLC17,754$485K0.08%+9613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT17,728$484K<0.01%-1,75013F-HRTimeline
Keystone Wealth Services, LLC17,714$484K0.11%-44413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.17,706$483K0.03%+55313F-HRTimelineGroup
National Wealth Management Group, LLC17,694$483K0.18%+3,23713F-HRTimeline
Ashton Thomas Private Wealth, LLC17,644$482K0.01%+51113F-HRTimeline
FIDUCIARY ADVISORS, INC.17,624$481K0.39%+16813F-HRTimeline
Impact Capital Partners LLC17,588$480K0.14%new13F-HRTimeline
Centerpoint Advisors, LLC17,548$479K0.15%+3913F-HRTimeline
Andina Capital Management, LLC17,505$478K0.27%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC17,463$477K0.03%-21013F-HRTimelineGroup
Leisure Capital Management17,455$477K0.16%-72013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC17,443$476K0.17%+28613F-HRTimeline
Patton Albertson Miller Group, LLC17,431$476K0.06%013F-HRTimeline
Comprehensive Money Management Services…17,375$474K0.34%013F-HRTimeline
Investmark Advisory Group LLC17,371$474K0.21%+5813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,345$474K0.07%+2,58913F-HRTimeline
OPTIMA CAPITAL LLC17,275$472K0.23%-4,69513F-HRTimeline
Faithward Advisors, LLC17,219$470K0.07%-9,23713F-HRTimeline
Element Wealth, LLC17,181$469K0.2%+2,84713F-HRTimeline
Meridian Wealth Advisors, LLC17,163$469K0.07%013F-HRTimeline
THOMPSON DAVIS & CO., INC.17,151$468K0.29%+1,33013F-HRTimeline
Etesian Wealth Advisors, Inc.17,146$468K0.15%-52413F-HRTimeline
Payne Capital LLC17,115$467K0.47%13F-HRTimeline
Capital Planning LLC17,002$464K0.14%+8,16413F-HRTimeline
Fairfield Financial Advisors, LTD16,922$462K0.16%+4,91313F-HRTimeline
Capital Advisors, Ltd. LLC16,815$459K0.05%+4,18113F-HRTimeline
Van Hulzen Asset Management, LLC16,812$459K0.03%+813F-HRTimeline
Sightline Wealth Advisors, LLC16,807$459K0.21%-1,50613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,767$458K<0.01%-25513F-HR/ATimelineGroup
Future Financial Wealth Managment LLC16,693$456K0.29%-196,99713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Carrera Capital Advisors16,674$455K0.08%+20813F-HRTimeline
1ST SOURCE BANK16,669$455K0.02%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC16,635$454K0.02%+1,92313F-HRTimeline
Wealthstar Advisors, LLC16,607$453K0.18%+62913F-HRTimeline
CURA WEALTH ADVISORS, LLC16,581$453K0.17%+5013F-HRTimeline
Integrity Financial Corp /WA16,564$452K0.22%+6,12013F-HRTimeline
Octavia Wealth Advisors, LLC16,509$451K0.04%new13F-HRTimeline
Northstar Financial Companies, Inc.16,491$450K0.42%-3,53713F-HRTimeline
CPR Investments Inc.16,475$450K0.31%+2,45713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC16,449$449K0.15%+22713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC16,420$448K0.44%+3,35913F-HRTimeline
DAVIS R M INC16,345$446K0.01%-17313F-HRTimeline
Sovereign Financial Group, Inc.16,198$442K0.08%-15413F-HRTimeline
FineMark National Bank & Trust16,180$442K0.01%-9,47713F-HRTimeline
Darden Wealth Group Inc16,167$441K0.23%-84913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC16,163$441K<0.01%013F-HRTimelineGroup
DRW Securities, LLC16,142$440K0.02%new13F-HRTimeline
Destination Wealth Management15,945$435K0.01%-2,33513F-HRTimeline
Mach-1 Financial Group, LLC15,940$435K0.07%-2,85713F-HRTimeline
Integrity Advisory Solutions, LLC15,940$435K0.07%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.15,880$434K0.29%+8,00213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS15,878$433K0.02%+48413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co15,871$433K0.02%-53213F-HRTimeline
Foster Victor Wealth Advisors, LLC15,783$433K0.03%new13F-HRTimeline
Kingsman Wealth Management, Inc.15,841$432K0.24%+713F-HRTimeline
Sanchez Wealth Management Group15,829$432K0.1%013F-HRTimeline
Crescent Grove Advisors, LLC15,816$432K0.04%+4,79513F-HRTimeline
DUNCKER STREETT & CO INC15,799$431K0.08%+50413F-HRTimeline
Successful Portfolios LLC15,775$431K0.25%+1,40313F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,773$431K0.12%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC15,652$427K0.03%+1613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,510$423K0.02%-17,45613F-HRTimelineGroup
Rice Partnership, LLC15,489$423K0.06%+5,16013F-HRTimeline
Second Line Capital, LLC15,441$422K0.09%+6,59113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.15,413$421K0.05%013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,397$420K0.02%+9613F-HRTimeline
MATRIX ASSET ADVISORS INC/NY15,383$420K0.04%-4,18813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,326$418K0.02%-613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC15,290$417K0.09%-10,58713F-HRTimeline
Heritage Wealth Management, Inc.15,274$417K0.12%013F-HRTimeline
Leading Edge Financial Planning LLC15,165$414K0.1%-1,39913F-HRTimeline
Tenon Financial LLC15,161$414K0.21%+2913F-HRTimeline
ZynergyRetirementPlanningLLC15,090$412K0.26%-18713F-HRTimeline
DKM Wealth Management, Inc.15,060$411K0.33%013F-HRTimeline
Pine Haven Investment Counsel, Inc15,044$411K0.3%-43513F-HRTimeline
Cascade Financial Partners, LLC15,034$410K0.05%013F-HRTimeline
1832 Asset Management L.P.15,000$410K<0.01%new13F-HRTimeline
Jupiter Wealth Management LLC15,000$410K0.19%new13F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC15,000$410K0.12%-48313F-HRTimeline
Alley Investment Management Company, LLC14,831$405K0.05%+26113F-HRTimeline
Silver Lake Advisory, LLC14,829$405K0.16%+13613F-HRTimeline
FSA Advisors, Inc.14,775$403K0.32%new13F-HRTimeline
Tandem Investment Partners LLC14,739$402K0.33%+78213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.14,735$402K0.15%-4,42313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc14,620$399K0.21%013F-HRTimeline
GoalVest Advisory LLC14,595$398K0.08%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…14,556$397K0.13%+35013F-HRTimelineGroup
Peak Retirement Planning, Inc.14,548$397K0.11%+5,86613F-HRTimeline
Stockman Wealth Management, Inc.14,507$396K0.05%-62513F-HRTimeline
Sterling Investment Advisors, Ltd.14,476$395K0.08%+213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,432$394K0.03%+41013F-HRTimeline
Ballast, Inc.14,415$394K0.1%013F-HRTimeline
Strategic Advocates LLC14,391$393K0.1%+13713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.14,350$392K0.31%-2513F-HRTimeline
Ridgeline Wealth Planning, LLC14,268$390K0.29%-1,08513F-HRTimeline
GenWealth Group, Inc.14,256$389K0.07%new13F-HRTimeline
Glenmede Investment Management, LP14,211$388K<0.01%-9013F-HRTimeline
Legacy Financial Advisors, Inc.14,154$386K0.05%-11513F-HRTimeline
Topsail Wealth Management, LLC14,142$386K0.07%013F-HRTimeline
Generation Capital Management LLC14,131$386K0.28%013F-HRTimeline
Sunflower Bank, N.A.14,082$384K0.09%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,076$384K0.02%-11,65513F-HRTimeline
Bulwark Capital Corp14,046$383K0.3%-44,22813F-HRTimeline
Proficio Capital Partners LLC14,007$382K0.03%013F-HR/ATimeline
GPM Growth Investors, Inc.13,991$382K0.15%+113F-HRTimeline
Compass Advisory Group LLC13,984$382K0.11%-27413F-HRTimeline
Resonant Capital Advisors, LLC13,966$381K0.02%+113F-HRTimeline
NorthRock Partners, LLC13,918$380K0.01%+95813F-HRTimeline
Acropolis Investment Management, LLC14,333$380K0.02%+4,84213F-HRTimeline
Werba Rubin Papier Wealth Management13,835$378K0.06%new13F-HRTimeline
AA Financial Advisors, LLC13,814$377K0.07%-55213F-HRTimeline
FIRST HORIZON CORP13,806$377K0.02%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,789$376K0.01%013F-HRTimeline
Apella Capital, LLC14,108$375K0.01%-99413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.13,730$375K0.18%013F-HRTimeline
Financial Advisors Network, Inc.13,698$374K0.05%-96413F-HRTimeline
CFS Investment Advisory Services, LLC13,804$373K0.03%new13F-HRTimeline
Old North State Wealth Management, LLC13,630$372K0.17%+58013F-HRTimeline
Aspen Wealth Strategies, LLC13,608$372K0.21%-6,92913F-HRTimeline
apricus wealth, LLC13,550$370K0.2%+3,89513F-HRTimeline
Uptown Financial Advisors LLC13,350$364K0.32%013F-HRTimeline
UPTICK PARTNERS, LLC13,345$364K0.1%-4,08313F-HRTimeline
49 WEALTH MANAGEMENT, LLC13,323$364K0.03%-2,77813F-HRTimeline
Point Windward Advisors Inc.13,300$363K0.17%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC13,256$362K0.12%-1,16613F-HRTimeline
RKL Wealth Management LLC13,238$361K0.03%+4513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,185$360K0.02%+2313F-HRTimeline
WEALTH EFFECTS LLC13,136$359K0.12%+1013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,235$358K0.03%013F-HRTimeline
Citrine Capital LLC13,089$357K0.17%013F-HRTimeline
Tactive Advisors, LLC13,060$357K0.1%-1,01713F-HRTimeline
NovaPoint Capital, LLC13,026$356K0.09%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC13,000$355K0.07%-45513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC12,950$354K0.01%+33513F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD12,936$353K0.02%-11913F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,930$353K0.18%013F-HRTimeline
Shakespeare Wealth Management, LLC12,927$353K0.08%013F-HRTimeline
McIlrath & Eck, LLC12,918$353K0.04%-43613F-HRTimeline
Carmel Capital Partners, LLC12,877$352K0.15%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.12,857$351K0.18%+3613F-HRTimeline
GGM Financial LLC12,801$349K0.18%+3413F-HRTimeline
Serenus Wealth Advisors, LLC12,783$349K0.06%+3,90013F-HRTimeline
Procyon Advisors, LLC12,765$348K0.02%-31113F-HRTimeline
UNIQUE WEALTH, LLC12,754$348K0.05%+4,79413F-HRTimeline
Buck Wealth Strategies, LLC12,716$347K0.05%-25413F-HRTimeline
Plante Moran Financial Advisors, LLC12,665$346K0.02%-98013F-HRTimeline
RMR Wealth Builders12,664$346K0.03%-3,62113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,650$345K<0.01%+3,60013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.12,631$345K0.35%-12113F-HR/ATimeline
JB Capital LLC12,626$345K0.01%-3,41013F-HRTimeline
O'Dell Group, LLC12,606$344K0.07%new13F-HRTimeline
Waterfront Wealth Inc.12,745$344K0.07%-98513F-HRTimeline
Stone Summit Wealth LLC12,561$343K0.1%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,507$341K0.01%+18813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,384$339K0.01%+40213F-HRTimeline
FAIRFIELD, BUSH & CO.12,432$339K0.17%+54613F-HRTimeline
Global Trust Asset Management, LLC12,415$339K0.15%-1,05013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,392$338K0.15%new13F-HRTimeline
NorthCrest Asset Manangement, LLC12,352$337K0.01%+60813F-HRTimeline
Owen LaRue, LLC12,317$336K0.13%+1,01413F-HRTimeline
Forum Private Client Group LLC12,261$335K0.12%013F-HRTimeline
Hutchens & Kramer Investment Management…12,235$334K0.13%+913F-HRTimeline
Global Assets Advisory, LLC12,125$331K0.1%+1,75813F-HRTimeline
SIMA Wealth Partners, LLC12,116$331K0.25%+613F-HRTimeline
J2 Capital Management Inc12,114$331K0.25%013F-HRTimeline
Sage Investment Counsel LLC12,081$330K0.37%-6613F-HRTimeline
Rehmann Capital Advisory Group12,069$330K0.02%-42313F-HRTimeline
Horizon Investment Services, LLC12,061$329K0.12%-66613F-HRTimeline
International Private Wealth Advisors L…12,001$328K0.21%-4,29013F-HRTimeline
SkyOak Wealth, LLC11,967$327K0.06%+9013F-HRTimeline