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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Argent Advisors, Inc.23,649$649K0.18%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.23,490$644K<0.01%013F-HRTimelineGroup
MEMBERS WEALTH LLC22,068$644K0.4%-112,89613F-HRTimeline
Capital Developers, LLC23,314$640K0.57%13F-HRTimeline
Storen Legacy Partners, LLC23,307$639K0.2%13F-HRTimeline
Obermeyer Wealth Partners23,249$638K0.03%+3,68513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC23,245$638K0.06%-10,09513F-HRTimeline
Element Wealth, LLC23,214$637K0.26%+6,03313F-HRTimeline
Cypress Capital, LLC23,088$633K0.18%-9113F-HRTimeline
Value Investment Professionals, LLC23,045$632K0.66%13F-HRTimeline
Dale Q Rice Investment Management Ltd22,983$630K0.45%013F-HRTimeline
Paladin Advisory Group, LLC22,912$628K0.46%-1,87213F-HRTimeline
Eddie Patel Inc22,906$628K0.47%13F-HRTimeline
Fulcrum Capital LLC22,885$628K0.13%013F-HRTimeline
Keating Financial Advisory Services, In…22,849$627K0.09%13F-HRTimeline
APPLETON PARTNERS INC/MA22,828$626K0.04%-57513F-HRTimeline
Meridian Wealth Advisors, LLC22,818$626K0.09%+5,65513F-HRTimeline
Beacon Capital Management, LLC22,811$626K0.1%+46213F-HRTimeline
Mirador Capital Partners LP22,810$626K0.09%+3,24613F-HRTimeline
Arete Wealth Advisors, LLC22,791$625K0.04%+1,44513F-HR/ATimeline
Aerodigm Wealth, LLC22,770$625K0.24%+22213F-HR/ATimeline
PATRICK M SWEENEY & ASSOCIATES, INC22,747$624K0.39%+2,11313F-HRTimeline
LYELL WEALTH MANAGEMENT, LP22,729$623K0.05%-60013F-HRTimeline
Key Client Fiduciary Advisors, LLC22,611$620K0.21%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC22,551$619K0.02%+2,33213F-HRTimelineGroup
Allie Family Office LLC22,453$616K0.29%-20,79213F-HRTimeline
Capital Planning LLC22,150$614K0.17%+5,14813F-HRTimeline
Balboa Wealth Partners22,376$614K0.1%+2,21813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC22,320$612K0.29%-13,21213F-HRTimeline
Breakwater Capital Group22,296$612K0.09%-4413F-HRTimeline
Avantra Family Wealth, Inc.22,236$610K0.44%+8813F-HRTimeline
Williams Jones Wealth Management, LLC.22,165$608K0.01%-1,40013F-HRTimeline
Fort Sheridan Advisors LLC22,094$606K0.08%-6,41213F-HRTimeline
SOA Wealth Advisors, LLC.22,049$605K0.1%-73313F-HRTimeline
Fairway Wealth LLC21,957$602K0.16%013F-HRTimeline
Meriwether Wealth & Planning, LLC21,897$601K0.34%-3,55213F-HRTimeline
Merited Wealth, LLC21,888$600K0.56%13F-HRTimeline
Timmons Wealth Management, LLC21,861$600K0.59%13F-HRTimeline
Creekside Partners21,833$599K0.25%+2,61413F-HRTimeline
Telos Capital Management, Inc.21,814$598K0.06%+14,31413F-HRTimeline
Brick & Kyle, Associates21,768$597K0.21%+61513F-HRTimeline
Salomon & Ludwin, LLC21,330$595K0.05%-2313F-HRTimeline
Aldebaran Financial Inc.21,500$594K0.55%013F-HRTimeline
Mission Creek Capital Partners, Inc.21,571$592K0.12%-413F-HRTimeline
Lantern Wealth Advisors, LLC21,527$591K0.31%+87213F-HRTimeline
Oxbow Advisors, LLC21,455$588K0.05%-6,78613F-HRTimeline
Martin Capital Partners, LLC21,365$586K0.22%-55113F-HRTimeline
OMC Financial Services LTD21,361$586K0.22%-11913F-HRTimeline
Baldwin Investment Management, LLC21,333$585K0.07%-1,30813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.21,239$583K0.48%+8,60813F-HRTimeline
Clayton Financial Group LLC21,000$576K0.29%new13F-HRTimeline
Tidemark, LLC20,976$575K0.16%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.19,218$573K0.54%13F-HRTimeline
Verity & Verity, LLC20,886$573K0.04%+8413F-HRTimeline
Colter Lewis Investment Partners LLC20,885$573K0.66%13F-HRTimeline
Strata Wealth Advisors, LLC20,884$573K0.16%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC20,652$566K0.11%+5,36213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,489$566K+129Timeline
Golden State Wealth Management, LLC20,627$566K0.06%-2,39313F-HRTimeline
Gemmer Asset Management LLC20,588$565K0.04%-2,10413F-HRTimeline
Keystone Wealth Services, LLC20,528$563K0.12%+2,81413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT20,516$563K<0.01%+2,78813F-HRTimeline
Oakmont Advisory Group, LLC20,504$562K0.6%13F-HRTimeline
Commonwealth Financial Services, LLC20,463$561K0.09%-14413F-HRTimeline
American Trust20,438$561K0.05%-21,83913F-HRTimeline
Unify Financial Advisors20,389$559K0.58%13F-HRTimeline
Advisor Resource Council18,742$559K0.2%new13F-HRTimeline
DRW Securities, LLC20,242$555K0.04%+4,10013F-HRTimeline
Point Windward Advisors Inc.20,200$554K0.27%+6,90013F-HRTimeline
Blue Chip Partners, LLC20,139$552K0.04%+8,35113F-HRTimeline
Cross Staff Investments Inc20,065$550K0.3%+44113F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,040$550K0.13%013F-HRTimeline
Centurion Wealth Management LLC20,010$549K0.12%-25013F-HRTimeline
1900 WEALTH MANAGEMENT LLC19,971$548K0.04%new13F-HRTimeline
PATTEN & PATTEN INC/TN19,964$548K0.03%-11,52413F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC19,886$546K0.2%+33213F-HRTimeline
Tranquility Partners, LLC19,839$544K0.2%-10513F-HRTimeline
Capital Advisors Wealth Management, LLC19,781$543K0.07%-4,81713F-HRTimeline
Sharkey, Howes & Javer19,746$542K0.07%-3,45913F-HRTimeline
Capital Investment Counsel, LLC19,652$539K0.07%-106,16013F-HRTimeline
FIRST FINANCIAL CORP /IN/19,576$537K0.2%-3,45513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA19,475$534K0.02%-69,83013F-HRTimeline
Pflug Koory, LLC19,330$530K0.25%+7513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC19,328$530K0.03%-6913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …19,307$530K0.1%+8,70313F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC18,544$529K0.04%-36113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC19,205$527K0.01%+1,56113F-HRTimeline
NOVEM GROUP19,170$526K0.06%-1,85213F-HRTimeline
OPTIMA CAPITAL LLC19,093$524K0.23%+1,81813F-HRTimeline
Ring Mountain Capital, LLC18,071$522K0.27%-15113F-HRTimeline
Northstar Financial Companies, Inc.18,976$521K0.41%+2,48513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA18,951$520K<0.01%13F-HRTimelineGroup
Sherman Wealth Management LLC18,923$519K0.45%13F-HR/ATimeline
Basepoint Wealth LLC18,915$519K0.32%+18813F-HRTimeline
Maple Capital Management, Inc.18,863$517K0.03%-42,31613F-HRTimeline
Cyr Financial Inc.18,848$517K0.32%-225,37613F-HRTimeline
Fearless Solutions, LLC dba Best Invest18,818$516K0.31%-4513F-HRTimeline
MATHER GROUP, LLC.18,816$516K0.01%+95313F-HRTimeline
Seneca House Advisors18,745$514K0.19%-47913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,707$513K0.04%-77913F-HRTimeline
PDS Planning, Inc18,623$511K0.03%+3613F-HRTimeline
Comprehensive Money Management Services…18,555$509K0.35%+1,18013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC18,548$509K0.3%+18413F-HRTimeline
FC Advisory LLC18,540$509K0.15%-2,23113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC18,349$503K0.26%new13F-HRTimeline
Sterling Investment Advisors, Ltd.18,328$503K0.09%+3,85213F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,165$498K0.04%-94013F-HRTimeline
Pinion Investment Advisors, LLC18,157$498K0.12%-17,31313F-HRTimeline
Leisure Capital Management18,025$494K0.16%+57013F-HRTimeline
Omega Financial Group, LLC18,009$494K0.16%+16013F-HRTimeline
Cornerstone Wealth Group, LLC17,713$486K0.03%-7013F-HRTimeline
Van Hulzen Asset Management, LLC17,700$486K0.04%+88813F-HRTimeline
Strive Financial Group ,LLC17,671$485K0.26%13F-HR/ATimeline
Destination Wealth Management17,671$485K0.01%+1,72613F-HRTimeline
Covington Investment Advisors Inc.17,632$484K0.07%-43,19313F-HRTimeline
Bridgewealth Advisory Group, LLC17,640$484K0.11%-1,17213F-HRTimeline
Clarkston Capital Partners, LLC17,606$483K0.01%-1,45213F-HRTimeline
Planned Solutions, Inc.17,583$482K0.16%-13,25513F-HRTimeline
Silver Lake Advisory, LLC17,565$482K0.19%+2,73613F-HRTimeline
Centerpoint Advisors, LLC17,550$481K0.15%+213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.17,534$481K0.29%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC17,956$480K0.05%013F-HRTimeline
Andina Capital Management, LLC17,505$480K0.29%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC17,463$479K0.03%013F-HRTimelineGroup
Oldfather Financial Services, LLC17,454$479K0.14%-80613F-HRTimeline
Patton Albertson Miller Group, LLC17,431$478K0.06%013F-HRTimeline
TSFG, LLC17,437$478K0.07%-31713F-HRTimeline
Integrity Advisory Solutions, LLC17,390$477K0.07%+1,45013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,325$475K0.07%-2013F-HRTimeline
Range Advisory, LLC17,280$474K0.12%13F-HRTimeline
OpenArc Corporate Advisory, LLC17,255$473K0.01%13F-HRTimeline
Headlands Technologies LLC17,184$471K0.04%new13F-HRTimeline
DAVIS R M INC17,158$471K0.01%+81313F-HRTimeline
Pure Financial Advisors, LLC17,141$470K0.01%-5,87313F-HRTimeline
Payne Capital LLC17,115$469K0.48%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,098$469K0.02%+1,22013F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.17,091$469K0.28%-6013F-HRTimeline
Fairfield Financial Advisors, LTD17,086$469K0.15%+16413F-HRTimeline
Downshift Financial, LLC15,019$464K0.29%13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,819$461K0.17%-62413F-HRTimeline
Impact Capital Partners LLC16,724$459K0.14%-86413F-HRTimeline
Presidio Capital Management, LLC16,708$458K0.14%-912,30813F-HRTimeline
Ketron Financial16,658$457K0.15%13F-HRTimeline
CURA WEALTH ADVISORS, LLC16,634$456K0.17%+5313F-HRTimeline
Octavia Wealth Advisors, LLC16,547$454K0.04%+3813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC16,537$454K0.03%+3,35213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC16,532$453K0.07%-1,38913F-HRTimeline
Smith Salley Wealth Management16,506$453K0.02%-1,96713F-HRTimeline
Team Hewins, LLC16,496$452K0.15%+7,66113F-HRTimeline
1ST SOURCE BANK16,469$452K0.02%-20013F-HRTimeline
Pine Haven Investment Counsel, Inc16,444$451K0.32%+1,40013F-HRTimeline
Stokes Family Office, LLC16,435$451K0.04%-67,13613F-HRTimeline
Etesian Wealth Advisors, Inc.16,430$451K0.14%-71613F-HRTimeline
AMERIFLEX GROUP, INC.16,420$450K0.23%-9,71713F-HRTimeline
Rehmann Capital Advisory Group16,401$450K0.02%+4,33213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC16,370$449K0.03%+71813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,262$446K<0.01%-50513F-HRTimelineGroup
FineMark National Bank & Trust16,180$444K0.01%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC16,163$443K<0.01%013F-HRTimelineGroup
Apella Capital, LLC16,095$441K0.01%+1,98713F-HRTimeline
Pine Valley Investments Ltd Liability Co16,084$441K0.02%+21313F-HRTimeline
Claro Advisors Inc.16,084$441K0.06%+7,49613F-HRTimeline
Plus Group Wealth Advisors LLC16,076$441K0.49%13F-HRTimeline
Wealthstar Advisors, LLC16,058$440K0.24%-54913F-HRTimeline
Sovereign Financial Group, Inc.16,039$440K0.08%-15913F-HRTimeline
PTM WEALTH MANAGEMENT, LLC15,762$440K0.25%+4,09313F-HRTimeline
SAX WEALTH ADVISORS, LLC16,036$440K0.02%+63913F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…16,003$439K0.15%+1,44713F-HRTimelineGroup
Baker Avenue Asset Management, LP16,002$439K0.01%-3,67213F-HRTimeline
Hutchens & Kramer Investment Management…15,925$437K0.15%+3,69013F-HRTimeline
UPTICK PARTNERS, LLC15,921$437K0.09%+2,57613F-HRTimeline
Secure Asset Management, LLC15,910$436K0.07%-24,00613F-HRTimeline
Independent Wealth Advisors LLC15,885$436K0.45%13F-HRTimeline
Kingsman Wealth Management, Inc.15,849$435K0.24%+813F-HRTimeline
Sanchez Wealth Management Group15,829$434K0.09%013F-HRTimeline
DUNCKER STREETT & CO INC15,803$433K0.08%+413F-HRTimeline
Aspen Wealth Strategies, LLC15,802$433K0.24%+2,19413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …15,533$433K<0.01%new13F-HRTimelineGroup
Sensible Money, LLC15,785$433K0.14%+7,24013F-HRTimeline
Planning Project LLC15,775$433K0.11%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,773$433K0.11%013F-HRTimeline
WealthPoint Financial, LLC15,729$431K0.38%13F-HRTimeline
Basecamp Wealth Advisors LLC15,729$431K0.09%13F-HRTimeline
CM WEALTH ADVISORS LLC15,667$430K0.1%-2,36013F-HRTimeline
Emergent Wealth Advisors, LLC15,562$427K0.24%-2,99013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc15,555$427K0.22%+93513F-HRTimeline
Cornerstone Planning, LLC15,545$426K0.1%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.15,527$426K0.04%+11413F-HRTimeline
N.E.W. Advisory Services LLC15,387$422K0.03%+11,59013F-HRTimeline
SIGNATUREFD, LLC15,346$421K0.01%-6,48013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,326$420K0.02%013F-HRTimeline
Darden Wealth Group Inc15,319$420K0.2%-84813F-HRTimeline
ATLas Financial Planning LLC15,306$420K0.41%13F-HRTimeline
ZynergyRetirementPlanningLLC15,299$420K0.26%+20913F-HRTimeline
Aegis Wealth Management LLC15,100$414K0.23%-53,71113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC15,091$414K0.13%-1,35813F-HRTimeline
DKM Wealth Management, Inc.15,060$413K0.31%013F-HRTimeline
1832 Asset Management L.P.15,036$412K<0.01%+3613F-HRTimeline
OLD NATIONAL BANCORP /IN/15,000$411K0.01%+3,43713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group15,000$411K0.05%new13F-HRTimelineGroup