SCHD SCHWAB STRATEGIC TR

COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers: 2,126
13F filers: 2,150
New: 162
Added: 1,079
Reduced: 640
Sold out: 78
Shares held by filers: 834,800,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Centerpoint Advisors, LLC	17,342	$550K	0.16%	+5	13F-HR Timeline
Ring Mountain Capital, LLC	17,327	$549K	0.23%	-212	13F-HR Timeline
Strata Wealth Advisors, LLC	17,319	$549K	0.13%	0	13F-HR Timeline
Archer Investment Corp	17,317	$549K	0.11%	+8,820	13F-HR/A Timeline
Stone Wealth Partners	17,245	$547K	0.4%	-260	13F-HR Timeline
Versant Capital Management, Inc	17,202	$545K	0.05%	+15,515	13F-HR Timeline
Seneca House Advisors	17,200	$545K	0.19%	-1,558	13F-HR Timeline
1ST SOURCE BANK	17,188	$545K	0.02%	+59	13F-HR Timeline
Plus Group Wealth Advisors LLC	17,184	$545K	0.51%	+153	13F-HR Timeline
Daytona Street Capital LLC	16,802	$544K	0.4%	0	13F-HR Timeline
Wealthstar Advisors, LLC	17,122	$543K	0.27%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	17,111	$543K	0.03%	+726	13F-HR Timeline
Clark Asset Management, LLC	17,079	$542K	0.04%	+8,727	13F-HR Timeline
IFC & Insurance Marketing, Inc.	17,067	$541K	0.48%	+8,335	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	17,049	$541K	0.23%	+370	13F-HR Timeline
Impact Capital Partners LLC	16,997	$539K	0.15%	+133	13F-HR Timeline
DAVIS R M INC	16,794	$533K	0.01%	-643	13F-HR Timeline
Accelerate Investment Advisors LLC	16,756	$531K	0.31%	+9,413	13F-HR Timeline
Rossby Financial, LCC	16,705	$530K	0.1%	+7,103	13F-HR Timeline
Sovereign Financial Group, Inc.	16,661	$528K	0.08%	+767	13F-HR Timeline
Sankala Group LLC	15,230	$527K	0.35%	+6,543	13F-HR Timeline
UMB Bank, n.a.	16,535	$524K	0.01%	+5,071	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Cypress Capital Groupin group Cypress Capital Group	16,500	$523K	0.05%	+1,500	13F-HR Timeline Group
NORTHWEST WEALTH MANAGEMENT, LLC	16,393	$520K	0.07%	new	13F-HR Timeline
Cornerstone Wealth, LLC/TN	16,043	$519K	0.26%	-415	13F-HR Timeline
Bridgewealth Advisory Group, LLC	16,331	$518K	0.1%	-284	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	15,735	$518K	0.07%	+725	13F-HR Timeline
Pegasus Asset Management, Inc.	16,228	$515K	0.15%	+4,322	13F-HR Timeline
Chokshi & Queen Wealth Advisors, Inc	16,155	$512K	0.24%	+600	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	16,132	$512K	0.06%	-657	13F-HR Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …	16,123	$511K	0.07%	new	13F-HR Timeline
OFS Enterprise LLC	16,104	$511K	0.13%	+91	13F-HR Timeline
VICUS CAPITAL	16,088	$510K	0.03%	+4,409	13F-HR Timeline
Team Hewins, LLC	16,018	$508K	0.14%	+151	13F-HR Timeline
Clare Market Investments LLC	16,000	$507K	0.09%	-1,500	13F-HR Timeline
Maia Wealth LLC	15,998	$507K	0.07%	+3,223	13F-HR Timeline
Independent Wealth Advisors LLC	15,997	$507K	0.46%	+54	13F-HR Timeline
Safe Harbor Fiduciary, LLC	15,946	$506K	0.39%	+787	13F-HR Timeline
BURLING WEALTH PARTNERS, LLC	15,900	$504K	0.07%	new	13F-HR Timeline
Kingsman Wealth Management, Inc.	15,861	$503K	0.24%	+6	13F-HR Timeline
Sanchez Wealth Management Group	15,829	$502K	0.09%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	15,819	$502K	<0.01%	+2,134	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	15,533	$500K	<0.01%	0	13F-HR Timeline Group
CM WEALTH ADVISORS LLC	15,667	$497K	0.09%	0	13F-HR Timeline
Wingate Wealth Advisors, Inc.	15,650	$496K	0.22%	0	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	15,645	$496K	0.05%	+278	13F-HR Timeline
Optivise Advisory Services LLC	15,584	$494K	0.25%	+6,436	13F-HR Timeline
Timmons Wealth Management, LLC	15,566	$494K	0.36%	-1,474	13F-HR Timeline
Crescent Grove Advisors, LLC	15,527	$492K	0.04%	+3,142	13F-HR Timeline
Cornerstone Planning, LLC	15,517	$492K	0.11%	+4	13F-HR Timeline
Stokes Family Office, LLC	15,510	$492K	0.06%	0	13F-HR Timeline
Aspen Wealth Strategies, LLC	15,494	$491K	0.24%	+65	13F-HR Timeline
GenWealth Group, Inc.	15,490	$491K	0.08%	-158	13F-HR Timeline
Greenspring Advisors, LLC	15,420	$489K	0.03%	+662	13F-HR Timeline
Worth Asset Management, LLC	15,416	$489K	0.16%	-376	13F-HR Timeline
Pinnacle Wealth Management Group, Inc.	15,341	$486K	0.23%	+146	13F-HR Timeline
Darden Wealth Group Inc	15,323	$486K	0.19%	+2	13F-HR Timeline
KANE INVESTMENT MANAGEMENT, INC.	15,227	$483K	0.21%	+845	13F-HR Timeline
WEALTH EFFECTS LLC	15,226	$483K	0.13%	+1,670	13F-HR Timeline
Blue Trust, Inc.	15,177	$481K	0.01%	+223	13F-HR Timeline
Hardin Capital Partners, LLC	15,066	$479K	0.22%	+5,515	13F-HR Timeline
TRUSTMARK BANK TRUST DEPARTMENT	15,094	$479K	0.03%	-9,644	13F-HR Timeline
Causey Wealth LLC	15,085	$478K	0.19%	+118	13F-HR Timeline
DKM Wealth Management, Inc.	15,060	$478K	0.31%	0	13F-HR Timeline
Tandem Financial, LLC	15,043	$477K	0.15%	-726	13F-HR Timeline
1832 Asset Management L.P.	15,036	$477K	<0.01%	0	13F-HR Timeline
FIDUCIARY FAMILY OFFICE, LLC	15,000	$476K	0.12%	0	13F-HR Timeline
ARS Wealth Advisors Group, LLC	14,981	$475K	0.04%	+3,842	13F-HR Timeline
Kachkovsky & Fisher, Inc.	14,885	$472K	0.45%		13F-HR Timeline
DDD Partners, LLC	14,830	$470K	0.03%	+25	13F-HR Timeline
Patton Albertson Miller Group, LLC	14,830	$470K	0.05%	-1,190	13F-HR Timeline
D L CARLSON INVESTMENT GROUP INC	14,790	$469K	0.07%	+330	13F-HR Timeline
Alley Investment Management Company, LLC	14,765	$468K	0.05%	+88	13F-HR Timeline
HRT FINANCIAL LP	14,723	$466K	<0.01%	new	13F-HR Timeline
Leisure Capital Management	14,683	$466K	0.15%	-1,877	13F-HR Timeline
Lodestone Wealth Management LLC	14,677	$465K	0.16%	+726	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	14,676	$465K	0.06%	+735	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	14,643	$464K	0.12%	+452	13F-HR Timeline
Sage Investment Counsel LLC	14,635	$464K	0.46%	-313	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	14,555	$462K	0.1%	+5,420	13F-HR Timeline
Sunflower Bank, N.A.	14,501	$460K	0.11%	0	13F-HR/A Timeline
Strategic Advisors LLC	14,486	$459K	0.1%	+315	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	14,460	$459K	0.17%	+1,638	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	14,435	$458K	0.06%	+45	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	14,429	$458K	0.01%	new	13F-HR Timeline Group
Helium Advisors LLC	14,420	$457K	0.38%	+1,995	13F-HR Timeline
Ballast, Inc.	14,415	$457K	0.09%	0	13F-HR Timeline
Sensible Money, LLC	14,304	$454K	0.12%	+483	13F-HR Timeline
Grandview Asset Management LLC	14,248	$452K	0.11%	+2,815	13F-HR Timeline
AA Financial Advisors, LLC	14,238	$451K	0.05%	+59	13F-HR Timeline
Waterfront Wealth Inc.	13,862	$449K	0.07%	+2,054	13F-HR Timeline
Topsail Wealth Management, LLC	14,142	$448K	0.06%	0	13F-HR Timeline
Investment Partners Asset Management, I…	14,139	$448K	0.25%	+4	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	14,098	$447K	0.35%	+12,876	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	14,096	$447K	0.03%	-336	13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	14,076	$446K	0.02%	0	13F-HR Timeline
Second Line Capital, LLC	14,046	$445K	0.08%	+49	13F-HR/A Timeline
Old North State Wealth Management, LLC	13,992	$444K	0.19%	+108	13F-HR Timeline
Acropolis Investment Management, LLC	13,945	$442K	0.02%	-388	13F-HR/A Timeline
Schneider Downs Wealth Management Advis…	13,940	$442K	0.04%	new	13F-HR Timeline
Avion Wealth	13,968	$442K	0.08%	+109	13F-HR Timeline
Leading Edge Financial Planning LLC	13,930	$442K	0.08%	-784	13F-HR Timeline
TAGStone Capital, Inc.	13,911	$441K	0.14%	new	13F-HR Timeline
Lafayette Investments, Inc.	13,910	$441K	0.08%	new	13F-HR Timeline
Future Financial Wealth Managment LLC	13,436	$441K	0.27%	+428	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	4,757	$439K	0.11%	-3,463	13F-HR Timeline
Straight Path Wealth Management	13,786	$437K	0.1%	+1,433	13F-HR Timeline
ZynergyRetirementPlanningLLC	13,779	$437K	0.24%	0	13F-HR Timeline
ROWLANDMILLER & PARTNERS.ADV	13,716	$435K	0.08%	+16	13F-HR Timeline
Hamilton Capital, LLC	13,682	$434K	0.02%	+2,675	13F-HR Timeline
Forum Private Client Group LLC	13,671	$434K	0.13%	+3,129	13F-HR Timeline
STUDIO INVESTMENT MANAGEMENT LLC	13,641	$433K	0.07%	-156	13F-HR Timeline
TD Waterhouse Canada Inc.	13,527	$431K	<0.01%	-20,127	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	13,584	$431K	0.24%	new	13F-HR Timeline
Wealth Architects, LLC	13,582	$431K	0.03%	+146	13F-HR Timeline
Cyr Financial Inc.	13,550	$430K	0.22%	-213	13F-HR Timeline
Seelaus Asset Management LLC	13,449	$426K	0.3%	+4,397	13F-HR Timeline
Generation Capital Management LLC	13,441	$426K	0.26%	+30	13F-HR Timeline
Frederick Financial Consultants, LLC	13,414	$425K	0.18%	-132	13F-HR Timeline
Stockman Wealth Management, Inc.	13,388	$425K	0.04%	-1,085	13F-HR Timeline
Bernicke Wealth Management, Ltd.	13,313	$422K	0.05%	+3,284	13F-HR Timeline
TrustWell Financial Advisors, LLC	13,246	$420K	0.36%	+30	13F-HR Timeline
Loudon Investment Management, LLC	13,211	$419K	0.21%	+50	13F-HR Timeline
RM Financial Services, LLC	13,190	$418K	0.31%	0	13F-HR Timeline
GODSEY & GIBB, INC	13,175	$418K	0.03%	-227	13F-HR Timeline
Planning Strategies Inc.	13,156	$417K	0.26%		13F-HR Timeline
RKL Wealth Management LLC	13,152	$417K	0.03%	+38	13F-HR Timeline
FIRST HORIZON CORP	13,041	$414K	0.02%	0	13F-HR Timeline
NovaPoint Capital, LLC	13,035	$413K	0.09%	0	13F-HR Timeline
Secure Asset Management, LLC	13,033	$413K	0.06%	-1,462	13F-HR Timeline
WealthPoint Financial, LLC	12,987	$412K	0.3%	+861	13F-HR Timeline
Hendershot Investments Inc.	12,949	$411K	0.05%	0	13F-HR Timeline
OLD NATIONAL BANCORP /IN/	12,942	$410K	0.01%	-879	13F-HR Timeline
CX Institutional	12,935	$410K	0.01%	+7,147	13F-HR Timeline
Ballast Rock Private Wealth LLC	12,918	$410K	0.19%	+366	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	12,910	$409K	0.12%	+1,658	13F-HR Timeline Group
GGM Financial LLC	12,894	$409K	0.16%	+28	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	12,848	$407K	0.02%	+495	13F-HR Timeline
Frisch Financial Group, Inc.	12,806	$406K	0.07%	-1,449	13F-HR Timeline
Compass Advisory Group LLC	12,804	$406K	0.1%	-1,249	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	12,800	$406K	0.06%	0	13F-HR Timeline
Signature Equity Partners, LLC	12,799	$406K	0.19%	+1,170	13F-HR Timeline
Tandem Investment Partners LLC	12,788	$406K	0.31%	+1,043	13F-HR Timeline
Nautilus Advisors LLC	12,504	$405K	0.24%	+3,152	13F-HR Timeline
Horizon Investment Services, LLC	12,758	$405K	0.11%	+693	13F-HR Timeline
VISTA FINANCE, LLC	12,750	$404K	0.23%	0	13F-HR Timeline
Uptown Financial Advisors LLC	12,750	$404K	0.3%	0	13F-HR Timeline
Harbor Asset Planning, Inc.	12,722	$403K	0.3%	+79	13F-HR Timeline
Amicus Financial Advisors, LLC	12,670	$402K	0.1%	+8	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	12,662	$401K	0.02%	+692	13F-HR Timeline Group
Medallion Wealth Advisors, LLC	12,654	$401K	0.13%	-4,392	13F-HR Timeline
Winter & Associates, Inc.	12,648	$401K	0.3%	-672	13F-HR Timeline
Shakespeare Wealth Management, LLC	12,624	$400K	0.11%	0	13F-HR Timeline
FAIRFIELD, BUSH & CO.	12,620	$400K	0.2%	+461	13F-HR Timeline
Cascade Financial Partners, LLC	12,570	$399K	0.03%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	12,565	$398K	0.12%	+96	13F-HR Timeline
Stone Summit Wealth LLC	12,555	$398K	0.1%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	12,552	$398K	0.02%	new	13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	12,537	$398K	0.16%	+1,607	13F-HR Timeline
Garton & Associates Financial Advisors …	12,461	$395K	0.89%	+3,158	13F-HR Timeline
Ridgeline Wealth Planning, LLC	12,461	$395K	0.25%	-460	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	12,382	$393K	0.05%	+15	13F-HR/A Timeline
Arta Finance Wealth Management LLC	12,363	$392K	0.17%	+483	13F-HR Timeline
BINGHAM PRIVATE WEALTH, LLC	12,358	$392K	0.27%	-53	13F-HR Timeline
SACKS & ASSOCIATES, LLC	11,669	$392K	0.26%	+8	13F-HR Timeline
Redwood Family Wealth LLC	12,334	$391K	0.35%	-1,282	13F-HR Timeline
Heritage Wealth Management, Inc.	12,319	$391K	0.1%	new	13F-HR Timeline
Atomic Invest LLC	12,224	$390K	0.03%	+4,124	13F-HR Timeline
Smith Salley Wealth Management	12,296	$390K	0.02%	+95	13F-HR Timeline
NorthCoast Asset Management LLC	12,251	$388K	0.01%	+334	13F-HR Timeline
DB&C Advisors, LLC	12,220	$387K	0.42%	+3,895	13F-HR Timeline
Rehmann Capital Advisory Group	12,219	$387K	0.02%	+1,662	13F-HR Timeline
Outlook Wealth Advisors, LLC	12,150	$385K	0.08%	+4,260	13F-HR Timeline
J2 Capital Management Inc	12,139	$385K	0.26%	0	13F-HR Timeline
Twin Tree Management, LP	12,136	$385K	0.06%	new	13F-HR Timeline
Castle Rock Wealth Management, LLC	12,065	$384K	0.08%	+1,145	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	12,114	$384K	<0.01%	+3,360	13F-HR/A Timeline
Covington Investment Advisors Inc.	12,107	$384K	0.05%	-75	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	12,095	$384K	0.38%	0	13F-HR Timeline
Elm3 Financial Group, LLC	12,048	$382K	0.26%	new	13F-HR Timeline
DEARBORN PARTNERS LLC	11,893	$377K	0.02%	+4,785	13F-HR/A Timeline
SK Wealth Management, LLC	10,976	$375K	0.08%	-710	13F-HR Timeline
EagleClaw Capital Managment, LLC	11,740	$372K	0.05%	+75	13F-HR Timeline
J.E. Simmons & Co., P.C.	11,719	$372K	0.21%	0	13F-HR Timeline
Capital Investment Counsel, LLC	11,708	$371K	0.05%	-578	13F-HR Timeline
Collaborative Capital Advisors LLC	11,700	$371K	0.23%		13F-HR Timeline
MLG Wealth Management DBA Pine Grove Fi…	11,699	$371K	0.04%	+2,192	13F-HR Timeline
Invesco Ltd.in group Invesco Ltd.	11,676	$370K	<0.01%	+1,500	13F-HR Timeline Group
Fortis Capital Advisors, LLC	11,661	$370K	0.04%	+2,671	13F-HR Timeline
HM PAYSON & CO	11,652	$369K	<0.01%	+9	13F-HR Timeline
Edgestream Partners, L.P.	11,642	$369K	0.01%	-64,600	13F-HR Timeline
CAPE COD FIVE CENTS SAVINGS BANK	11,620	$368K	0.03%		13F-HR Timeline
Destination Wealth Management	11,511	$365K	0.01%	+662	13F-HR Timeline
Granite Bay Wealth Management, LLC	11,525	$365K	0.03%	new	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	11,451	$363K	<0.01%	-269	13F-HR Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP	11,448	$363K	<0.01%	+238	13F-HR Timeline Group
SIMA Wealth Partners, LLC	11,418	$362K	0.26%	+5	13F-HR Timeline
JB Capital LLC	11,367	$360K	0.01%	+86	13F-HR Timeline
GAMMA Investing LLC	11,366	$360K	0.01%	0	13F-HR Timeline
PTM WEALTH MANAGEMENT, LLC	10,808	$360K	0.16%	-669	13F-HR Timeline