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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
American Capital Advisory, LLC25,134$771K0.31%013F-HRTimeline
RCW Management, LLC25,095$770K0.79%-1,54613F-HRTimeline
Etesian Wealth Advisors, Inc.24,933$765K0.24%+8,50313F-HRTimeline
Wealth Enhancement Trust Services, Inc.24,933$765K0.09%+19613F-HRTimeline
Eldridge Investment Advisors, Inc.24,918$764K0.17%+2113F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…24,911$764K0.54%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC24,852$762K0.03%-2,85813F-HRTimeline
Baldwin Investment Management, LLC24,839$762K0.09%+3,50613F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.24,775$760K0.73%-2,48913F-HRTimeline
Strategies Wealth Advisors, LLC24,751$759K0.08%+36413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT24,738$759K0.05%-5,47913F-HRTimeline
Howard Capital Management, LLC24,721$758K0.01%new13F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV24,710$758K0.16%-1,44713F-HRTimeline
NewCorp Financial Services, Inc.24,612$755K0.65%-15713F-HRTimeline
CHAPIN DAVIS, INC.24,548$753K0.17%-88113F-HRTimeline
Pinnacle Bancorp, Inc.24,468$751K0.22%013F-HRTimeline
Abound Wealth Management24,328$746K0.17%+18,11113F-HRTimeline
Capital Management Associates, Inc24,295$745K0.17%-28613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24,283$745K0.07%013F-HRTimeline
Stewardship Advisors, LLC24,275$745K0.17%-3313F-HRTimeline
Allie Family Office LLC24,173$742K0.32%+1,72013F-HR/ATimeline
Summit Trail Advisors, LLC24,102$739K0.01%-105,46913F-HRTimeline
Greenhouse Wealth Management, LLC23,925$734K0.45%+8913F-HRTimeline
SP Asset Management LLC23,914$734K0.06%-15113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.23,806$730K0.23%-50413F-HRTimeline
LifePlan Financial, LLC23,777$729K0.54%-76713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.23,700$727K<0.01%+21013F-HRTimelineGroup
Commonwealth Retirement Investments LLC23,616$725K0.22%-84313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,599$724K0.01%-134,73913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…23,535$722K<0.01%-4,33913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC23,521$721K0.01%+12,72413F-HRTimeline
Rosenberg Matthew Hamilton23,441$719K0.15%-29113F-HRTimeline
Nalls Sherbakoff Group, LLC23,383$717K0.53%-72513F-HRTimeline
waypoint wealth counsel23,369$717K0.37%-37,06613F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC23,356$717K0.46%+60913F-HRTimeline
SVB WEALTH LLC23,306$715K0.05%-13,44313F-HRTimeline
Obermeyer Wealth Partners23,249$713K0.03%013F-HRTimeline
Merited Wealth, LLC23,241$713K0.59%+1,35313F-HRTimeline
WFA of San Diego, LLC23,044$707K0.57%-71213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA23,043$707K0.03%+3,56813F-HRTimeline
Keystone Wealth Services, LLC23,031$707K0.15%+2,50313F-HRTimeline
Aerodigm Wealth, LLC22,958$704K0.27%+18813F-HRTimeline
Concentrum Wealth Management22,946$704K0.21%new13F-HRTimeline
Paladin Advisory Group, LLC22,912$703K0.53%013F-HRTimeline
Fulcrum Capital LLC22,885$702K0.15%013F-HRTimeline
Meridian Wealth Advisors, LLC22,818$700K0.09%013F-HRTimeline
Dale Q Rice Investment Management Ltd22,804$700K0.53%-17913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP22,729$697K0.05%013F-HRTimeline
Lantern Wealth Advisors, LLC22,698$696K0.36%+1,17113F-HRTimeline
APPLETON PARTNERS INC/MA22,678$696K0.05%-15013F-HRTimeline
Capital Developers, LLC22,606$694K0.62%-70813F-HRTimeline
SIGNATUREFD, LLC22,576$693K0.01%+7,23013F-HRTimeline
Element Wealth, LLC22,568$692K0.29%-64613F-HRTimeline
1900 WEALTH MANAGEMENT LLC22,532$691K0.04%+2,56113F-HRTimeline
Balboa Wealth Partners22,446$689K0.12%+7013F-HRTimeline
Storen Legacy Partners, LLC22,361$686K0.22%-94613F-HRTimeline
Cypress Capital, LLC22,360$686K0.2%-72813F-HRTimeline
Williams Jones Wealth Management, LLC.22,266$683K0.01%+10113F-HRTimeline
Mezzasalma Advisors, LLC22,258$683K0.17%-4,22113F-HRTimeline
MEMBERS WEALTH LLC22,003$682K0.41%-6513F-HRTimeline
Eddie Patel Inc22,185$681K0.52%-72113F-HRTimeline
Golden State Wealth Management, LLC22,161$680K0.07%+1,53413F-HRTimeline
Capital Planning LLC22,150$680K0.22%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…22,124$679K0.16%-5,21713F-HRTimeline
OMC Financial Services LTD22,115$678K0.26%+75413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC21,829$677K0.22%+14,07913F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…21,984$674K0.59%-21,98413F-HRTimeline
Fairway Wealth LLC21,957$674K0.18%013F-HRTimeline
Integrity Wealth Partners, LLC21,805$669K0.6%13F-HRTimeline
MATHER GROUP, LLC.21,779$668K0.01%+2,96313F-HRTimeline
BSW Wealth Partners21,627$664K0.08%+13,64913F-HRTimeline
Mission Creek Capital Partners, Inc.21,571$662K0.13%013F-HRTimeline
Aldebaran Financial Inc.21,500$660K0.63%013F-HRTimeline
Martin Capital Partners, LLC21,469$659K0.24%+10413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA21,416$657K<0.01%+2,46513F-HRTimelineGroup
Verity & Verity, LLC21,366$656K0.05%+48013F-HRTimeline
Gemmer Asset Management LLC21,301$654K0.05%+71313F-HRTimeline
Salomon & Ludwin, LLC21,316$651K0.06%-1413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP21,144$649K<0.01%+4,88213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC20,566$648K0.01%-28,84613F-HRTimeline
Clayton Financial Group LLC21,000$644K0.33%013F-HRTimeline
Tidemark, LLC20,976$644K0.16%013F-HRTimeline
Steffes Financial, Ltd.20,965$643K0.34%-8,81513F-HRTimeline
American Trust20,856$640K0.06%+41813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC20,854$640K0.05%+2,14713F-HRTimeline
Commonwealth Financial Services, LLC20,837$639K0.1%+37413F-HRTimeline
Abbot Financial Management, Inc.20,800$638K0.27%new13F-HRTimeline
Sharkey, Howes & Javer20,714$636K0.09%+96813F-HRTimeline
Cardinal Point Capital Management ULC20,652$634K0.04%new13F-HRTimeline
Ascent Advisors, LLC25,542$632K1.16%new13F-HRTimeline
Unify Financial Advisors20,589$632K0.66%+20013F-HRTimeline
Apeiron RIA LLC20,579$631K0.15%new13F-HRTimeline
Brick & Kyle, Associates20,561$631K0.21%-1,20713F-HRTimeline
Comprehensive Money Management Services…20,480$628K0.41%+1,92513F-HRTimeline
KELLEHER FINANCIAL ADVISORS20,522$628K0.16%+48213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,490$625K+1Timeline
Octavia Wealth Advisors, LLC20,351$624K0.06%+3,80413F-HRTimeline
Point Windward Advisors Inc.20,200$620K0.31%013F-HRTimeline
PATTEN & PATTEN INC/TN20,169$619K0.04%+20513F-HRTimeline
Beacon Capital Management, LLC20,106$617K0.11%-2,70513F-HRTimeline
Investment Management Trust, LLC20,060$615K0.6%13F-HRTimeline
Sun Group Wealth Partners20,058$615K0.48%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT20,000$614K0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/19,986$613K0.24%+41013F-HRTimeline
Tranquility Partners, LLC19,944$612K0.23%+10513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,913$611K<0.01%-60313F-HRTimeline
Capital Advisors Wealth Management, LLC19,901$611K0.08%+12013F-HRTimeline
PDS Planning, Inc19,849$609K0.04%+1,22613F-HRTimeline
Oakmont Advisory Group, LLC19,796$607K0.62%-70813F-HRTimeline
Avantra Family Wealth, Inc.19,784$607K0.45%-2,45213F-HRTimeline
Basepoint Wealth LLC19,746$606K0.35%+83113F-HRTimeline
Strive Financial Group ,LLC19,644$603K0.32%+1,97313F-HRTimeline
Pflug Koory, LLC19,621$602K0.28%+29113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC19,600$601K0.21%-28613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC19,559$600K0.49%-5,19613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC19,507$598K0.11%new13F-HRTimeline
Cross Staff Investments Inc19,475$597K0.3%-59013F-HRTimeline
49 WEALTH MANAGEMENT, LLC19,397$595K0.04%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.19,235$590K0.57%+1713F-HRTimeline
Advisor Resource Council19,217$590K0.23%+47513F-HRTimeline
OPTIMA CAPITAL LLC19,197$589K0.27%+10413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …19,157$588K0.1%-15013F-HRTimelineGroup
Blue Chip Partners, LLC19,151$588K0.04%-98813F-HRTimeline
Ketron Financial19,048$584K0.21%+2,39013F-HRTimeline
Sherman Wealth Management LLC18,954$582K0.5%+3113F-HRTimeline
Meriwether Wealth & Planning, LLC18,910$580K0.32%-2,98713F-HRTimeline
PW Nova Financial Services LLC18,863$579K0.15%new13F-HRTimeline
FC Advisory LLC18,856$578K0.17%+31613F-HRTimeline
Key Client Fiduciary Advisors, LLC18,840$578K0.2%-3,77113F-HRTimeline
Seneca House Advisors18,758$575K0.23%+1313F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC18,704$574K0.34%+15613F-HRTimeline
Bay Rivers Group18,673$573K0.24%+4,31713F-HRTimeline
Kraft, Davis & Associates, LLC17,781$569K0.12%-14,08113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,421$565K0.01%+9,12013F-HRTimeline
Downshift Financial, LLC17,974$565K0.29%+2,95513F-HRTimeline
Sterling Investment Advisors, Ltd.18,329$562K0.1%+113F-HRTimeline
TSFG, LLC18,323$562K0.09%+88613F-HRTimeline
Wealth Management Partners, LLC18,307$562K0.16%+7,40013F-HRTimeline
Mirador Capital Partners LP18,239$560K0.08%-4,57113F-HRTimeline
Legacy Financial Advisors, Inc.18,187$558K0.08%+3,50113F-HRTimeline
Omega Financial Group, LLC18,149$557K0.18%+14013F-HRTimeline
Financial Management, Inc.17,973$551K0.52%-24,36213F-HRTimeline
Fearless Solutions, LLC dba Best Invest17,869$548K0.33%-94913F-HRTimeline
Signature Wealth Management Group17,851$548K0.21%new13F-HRTimeline
Mach-1 Financial Group, LLC17,745$544K0.19%-7,31513F-HRTimeline
SkyOak Wealth, LLC17,721$544K0.1%+5,75213F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding17,706$543K+8,955Timeline
SIGMA INVESTMENT COUNSELORS INC17,691$543K0.03%-1,63713F-HRTimeline
Silver Lake Advisory, LLC17,687$543K0.22%+12213F-HRTimeline
UPTICK PARTNERS, LLC17,647$541K0.11%+1,72613F-HRTimeline
Clarkston Capital Partners, LLC17,608$540K0.04%+213F-HRTimeline
Planned Solutions, Inc.17,573$539K0.18%-1013F-HRTimeline
Ring Mountain Capital, LLC17,539$538K0.29%-53213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.17,534$538K0.33%013F-HRTimeline
N.E.W. Advisory Services LLC17,531$538K0.04%+2,14413F-HRTimeline
Stone Wealth Partners17,505$537K0.48%new13F-HRTimeline
Clare Market Investments LLC17,500$537K0.11%13F-HRTimeline
Andina Capital Management, LLC17,466$536K0.47%-3913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC17,463$536K0.03%013F-HRTimelineGroup
DAVIS R M INC17,437$535K0.01%+27913F-HRTimeline
Citrine Capital LLC17,429$535K0.23%+4,34013F-HRTimeline
Centerpoint Advisors, LLC17,337$532K0.17%-21313F-HRTimeline
Strata Wealth Advisors, LLC17,319$531K0.15%-3,56513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,200$528K0.01%new13F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.17,163$527K0.35%+7213F-HRTimeline
UNIQUE WEALTH, LLC17,148$526K0.07%+4,29413F-HRTimeline
Triad Wealth Partners, LLC17,142$526K0.04%-24,61113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC17,137$526K0.03%+60013F-HRTimeline
1ST SOURCE BANK17,129$526K0.03%+66013F-HRTimeline
Hutchens & Kramer Investment Management…17,124$525K0.17%+1,19913F-HRTimeline
Wealthstar Advisors, LLC17,122$525K0.31%+1,06413F-HRTimeline
NorthRock Partners, LLC17,098$525K0.01%+3,35713F-HRTimeline
Medallion Wealth Advisors, LLC17,046$523K0.17%-28,36913F-HRTimeline
Timmons Wealth Management, LLC17,040$523K0.5%-4,82113F-HRTimeline
Plus Group Wealth Advisors LLC17,031$523K0.57%+95513F-HRTimeline
Pine Haven Investment Counsel, Inc17,009$522K0.38%+56513F-HRTimeline
Impact Capital Partners LLC16,864$517K0.16%+14013F-HRTimeline
Cornerstone Wealth, LLC/TN16,458$515K0.29%13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC16,789$515K0.07%+2,71813F-HRTimeline
Daytona Street Capital LLC16,802$513K0.4%+1,87513F-HRTimeline
CURA WEALTH ADVISORS, LLC16,679$512K0.23%+4513F-HRTimeline
Bridgewealth Advisory Group, LLC16,615$510K0.11%-1,02513F-HRTimeline
Leisure Capital Management16,560$508K0.18%-1,46513F-HRTimeline
Catalyst Investment Management LLC16,258$505K0.56%-30,49913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,392$503K0.16%-42713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC16,385$503K0.03%+1513F-HRTimeline
DUNCKER STREETT & CO INC16,360$502K0.1%+55713F-HRTimeline
Pure Financial Advisors, LLC16,354$502K0.01%-78713F-HRTimeline
Carmel Capital Partners, LLC16,278$499K0.18%-9,59913F-HRTimeline
S.E.E.D. Planning Group LLC16,171$496K0.14%+8,67113F-HRTimeline
Patton Albertson Miller Group, LLC16,020$491K0.06%-1,41113F-HRTimeline
OFS Enterprise LLC16,013$491K0.14%13F-HRTimeline
Baker Avenue Asset Management, LP16,002$491K0.01%013F-HRTimeline
Independent Wealth Advisors LLC15,943$489K0.48%+5813F-HRTimeline
Sovereign Financial Group, Inc.15,894$488K0.08%-14513F-HRTimeline
Team Hewins, LLC15,867$487K0.14%-62913F-HRTimeline
Kingsman Wealth Management, Inc.15,855$486K0.27%+613F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,843$486K0.12%+7013F-HRTimeline
Sanchez Wealth Management Group15,829$486K0.11%013F-HRTimeline
Worth Asset Management, LLC15,792$485K0.18%new13F-HRTimeline