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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
J2 Capital Management Inc12,114$331K0.31%13F-HRTimeline
Straight Path Wealth Management12,087$330K0.13%+7,55613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC12,056$329K0.06%+5,62113F-HRTimeline
Bison Wealth, LLC11,988$328K0.04%13F-HRTimeline
Westmount Partners, LLC11,908$325K0.1%+7,93913F-HRTimeline
TAP Consulting, LLC11,866$324K0.07%+7,94913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,861$324K0.08%+8,47313F-HRTimeline
Pegasus Asset Management, Inc.11,851$324K0.12%+7,89513F-HRTimeline
Owen LaRue, LLC11,787$322K0.17%+7,88013F-HRTimeline
SkyOak Wealth, LLC11,756$321K0.07%new13F-HRTimeline
Merriman Wealth Management, LLC11,667$319K0.01%+6,65513F-HRTimeline
Pine Haven Investment Counsel, Inc11,644$318K0.26%+8,92613F-HRTimeline
Sepio Capital, LP11,610$317K0.03%+9,09913F-HRTimeline
Sonoma Private Wealth LLC11,580$316K0.51%+7,72013F-HRTimeline
NFSG Corp11,533$315K0.08%new13F-HRTimeline
National Wealth Management Group, LLC11,524$315K0.21%+7,62113F-HRTimeline
Annex Advisory Services, LLC11,506$314K0.01%+7,45713F-HRTimeline
BANTAMAC CAPITAL, LLC11,500$314K0.14%+8,50013F-HRTimeline
JB Capital LLC11,480$314K0.02%+7,30313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,460$313K0.07%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,433$312K0.04%+7,28913F-HRTimeline
LaSalle St. Investment Advisors, LLC11,428$312K0.1%+7,75113F-HRTimeline
Fonville Wealth Management LLC11,338$310K0.1%+7,55913F-HRTimeline
Stillwater Wealth Management Group11,330$310K0.28%13F-HRTimeline
River Wealth Advisors LLC11,239$307K0.04%+7,26913F-HRTimeline
CURA WEALTH ADVISORS, LLC11,177$305K0.14%13F-HRTimeline
MBL Wealth, LLC11,051$302K0.03%+6,95013F-HRTimeline
KEATING INVESTMENT COUNSELORS INC10,990$300K0.09%+6,33513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,986$300K0.05%+7,22013F-HRTimeline
Beacon Financial Advisory LLC10,953$299K0.1%+7,62213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,862$297K0.07%+7,27513F-HRTimelineGroup
McElhenny Sheffield Capital Management,…10,815$295K0.1%+7,21013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,800$295K0.1%+7,20013F-HRTimeline
N.E.W. Advisory Services LLC10,784$295K0.03%+7,40113F-HRTimeline
Crescent Grove Advisors, LLC10,781$295K0.03%+7,20913F-HRTimeline
Litman Gregory Wealth Management LLC10,773$294K0.03%new13F-HRTimeline
HFG Advisors, Inc.10,770$294K0.26%+7,18013F-HRTimeline
FOSTER & MOTLEY INC10,756$294K0.02%+7,07113F-HRTimeline
Team Hewins, LLC10,755$294K0.11%+7,17013F-HR/ATimeline
Capital Advisors, Ltd. LLC10,734$293K0.04%+7,15613F-HRTimeline
Financial Advisors, LLC10,711$293K0.06%new13F-HRTimeline
Tanglewood Wealth Management, Inc.10,677$292K0.03%+7,11813F-HRTimeline
Alpha Financial Advisors, LLC10,614$290K0.13%new13F-HRTimeline
Ballentine Partners, LLC10,563$289K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,545$288K0.12%+7,03013F-HRTimeline
Resonant Capital Advisors, LLC10,534$288K0.02%+7,86813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN10,500$287K0.03%+7,00013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC10,500$287K0.02%+10,47013F-HRTimelineGroup
Glenview Trust Co10,488$287K0.01%+6,77613F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,470$286K0.01%+8,78113F-HRTimeline
Acropolis Investment Management, LLC10,459$286K0.02%+7,08913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,446$285K0.02%+7,17213F-HRTimelineGroup
Tenret Co LLC10,425$285K0.18%+6,95013F-HRTimeline
Jackson Hole Capital Partners, LLC10,362$283K0.06%+6,90813F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC10,350$283K0.05%+6,91413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,330$282K0.03%+6,94613F-HRTimeline
Maia Wealth LLC9,895$282K0.06%new13F-HRTimeline
Objective Capital Management, LLC10,302$281K0.19%+6,87513F-HRTimeline
HARBOR ADVISORY CORP /MA/10,227$279K0.09%+6,81813F-HRTimeline
Crews Bank & Trust10,213$279K0.05%13F-HRTimeline
HM PAYSON & CO10,204$279K<0.01%+6,13713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,194$279K0.14%+6,79713F-HRTimeline
Frisch Financial Group, Inc.10,141$277K0.08%+6,62413F-HRTimeline
HARMONY ASSET MANAGEMENT LLC10,122$277K0.11%+6,63013F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,095$276K0.05%+6,17413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/10,055$275K0.13%+7,10813F-HRTimelineGroup
GC Wealth Management RIA, LLC10,035$274K0.05%+6,69013F-HRTimeline
Payne Capital Management, LLC10,011$274K0.12%13F-HRTimeline
Samalin Investment Counsel, LLC10,007$273K0.12%+6,70113F-HRTimeline
Meadow Creek Wealth Advisors LLC10,005$273K0.2%+6,67013F-HRTimeline
Wynn Capital, LLC10,005$273K0.17%+6,08013F-HRTimeline
Waterford Advisors, LLC9,987$273K0.14%+6,65813F-HRTimeline
Nautilus Advisors LLC9,938$271K0.22%13F-HRTimeline
Sage Investment Counsel LLC9,912$271K0.35%13F-HRTimeline
Strategic Financial Partners, Ltd.9,897$270K0.14%+6,62913F-HRTimeline
Callan Capital, LLC9,875$270K0.02%+6,58313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC9,873$270K0.1%+6,58213F-HRTimeline
R. W. Roge & Company, Inc.9,852$269K0.15%+6,56813F-HRTimeline
Raub Brock Capital Management LP9,831$269K0.06%+6,58413F-HRTimeline
GK Wealth Management LLC9,775$267K0.34%13F-HRTimeline
Creekside Partners9,772$267K0.14%+6,52513F-HRTimeline
Peregrine Asset Advisers, Inc.9,768$267K0.1%+6,53013F-HRTimeline
GAMMA Investing LLC9,753$266K0.02%+6,50213F-HRTimeline
SteelPeak Wealth, LLC9,744$266K0.01%-17,20713F-HRTimeline
WOLFF WIESE MAGANA LLC9,736$266K0.18%+6,54413F-HRTimeline
SageView Advisory Group, LLC9,714$265K0.01%+6,49113F-HRTimeline
Smith Salley Wealth Management9,697$265K0.02%+6,96313F-HRTimeline
Mainstream Capital Management LLC9,693$265K0.19%+6,46213F-HRTimeline
Williams Jones Wealth Management, LLC.9,678$264K<0.01%+3,71813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC9,662$264K0.06%+6,56413F-HRTimeline
Financial Synergies Wealth Advisors, In…9,626$263K0.03%+6,43813F-HRTimeline
Commonwealth Financial Services, LLC9,616$263K0.05%+7,03513F-HRTimeline
Clarendon Private LLC9,589$262K0.27%13F-HRTimeline
Pacific Center for Financial Services9,558$261K0.07%+6,40213F-HRTimeline
Dana Investment Advisors, Inc.9,533$260K0.01%+7,04413F-HRTimeline
Alteri Wealth LLC9,489$259K0.07%13F-HRTimeline
apricus wealth, LLC9,484$259K0.17%+6,36413F-HRTimeline
OAKWORTH CAPITAL, INC.9,482$259K0.02%+6,31013F-HRTimeline
Rockwood Wealth Management, LLC9,511$259K0.03%+6,43313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…9,450$258K0.18%+6,11513F-HRTimeline
Tennessee Valley Asset Management Partn…9,439$258K0.04%+6,64513F-HRTimeline
HMV Wealth Advisors, LLC9,427$258K0.26%13F-HRTimeline
Rehmann Capital Advisory Group9,419$257K0.02%+6,31113F-HRTimeline
Klingman & Associates, LLC9,384$256K0.02%+6,23013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC9,366$256K0.02%+6,24413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9,361$256K0.12%+6,64113F-HRTimeline
Empire Financial Management Company, LLC9,354$256K0.08%+6,63213F-HRTimeline
Main Street Group, LTD9,352$255K0.09%+6,14513F-HRTimeline
Vigilare Wealth Management9,297$254K0.1%+6,21713F-HRTimeline
Avos Capital Management, LLC9,000$253K0.2%13F-HRTimeline
Adero Partners, LLC9,204$251K0.02%+6,07713F-HRTimeline
TRUST CO OF VERMONT9,192$251K0.01%+6,29413F-HRTimeline
Keystone Financial Group9,187$251K0.02%+6,27313F-HRTimeline
Quadcap Wealth Management, LLC9,146$250K0.04%new13F-HRTimeline
Oxbow Advisors, LLC9,143$250K0.03%new13F-HRTimeline
Legacy Advisory Services, LLC9,115$249K0.21%+4,54713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,111$249K<0.01%new13F-HRTimelineGroup
Solitude Financial Services9,105$249K0.11%+6,01013F-HRTimeline
Pinnacle Wealth Management Group, Inc.9,089$248K0.15%new13F-HRTimeline
WESPAC Advisors SoCal, LLC9,075$248K0.06%+5,90513F-HRTimeline
GERBER, LLC9,048$247K0.18%+6,03213F-HRTimeline
FORTE CAPITAL LLC /ADV8,982$245K0.03%+5,76613F-HRTimeline
Coston, McIsaac & Partners9,006$245K0.07%+6,02513F-HRTimeline
Provident Wealth Management, LLC8,907$243K0.08%+5,93813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP8,884$243K0.03%+5,77713F-HRTimeline
Serenus Wealth Advisors, LLC8,883$243K0.04%13F-HRTimeline
Laraway Financial Advisors Inc8,844$242K0.19%+5,89913F-HRTimeline
ROBERTS GLORE & CO INC /IL/8,835$241K0.07%+5,89013F-HRTimeline
TCI Wealth Advisors, Inc.8,786$240K0.02%+5,45213F-HRTimeline
Clientfirst Wealth Management, LLC8,700$238K0.24%13F-HRTimeline
BG Investment Services, LLC8,556$234K0.24%13F-HRTimeline
Sensible Money, LLC8,539$233K0.1%+5,69313F-HRTimeline
WealthCollab, LLC8,537$233K0.15%+5,69413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,513$233K0.12%+5,33213F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT8,500$232K0.02%+5,00013F-HRTimelineGroup
WoodTrust Financial Corpin group WoodTrust Financial Corp8,472$231K0.03%new13F-HRTimelineGroup
Lansing Street Advisors8,401$230K0.08%+5,62713F-HRTimeline
Waterloo Capital, L.P.8,318$227K0.02%+5,86313F-HRTimeline
Hughes Financial Services, LLC8,304$227K0.05%13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC8,270$226K0.2%13F-HRTimeline
Busey Bank8,269$226K0.01%+5,57113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,349$225K0.05%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC8,183$224K0.01%+5,45613F-HRTimelineGroup
Blue Chip Partners, LLC8,142$222K0.02%+5,45313F-HRTimeline
Bull Oak Capital, LLC8,102$221K0.12%+5,22613F-HRTimeline
UMB Bank, n.a.8,100$221K<0.01%+5,40013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Harbor Group, Inc.8,027$219K0.05%new13F-HRTimeline
Clark Capital Management Group, Inc.8,016$219K<0.01%new13F-HRTimeline
Balboa Wealth Partners7,992$218K0.05%-3,39213F-HRTimeline
Delta Investment Management, LLC7,985$218K0.04%new13F-HRTimeline
Heritage Financial Services, LLC7,938$217K0.03%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7,935$217K0.06%+5,39013F-HRTimeline
Lodestone Wealth Management LLC7,935$217K0.11%+5,27513F-HRTimeline
Peak Financial Management, Inc.7,905$216K0.06%+5,27013F-HRTimeline
Outlook Wealth Advisors, LLC7,890$216K0.06%+5,26013F-HRTimeline
Gimbal Financial7,875$215K0.18%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7,874$215K0.16%+5,62513F-HRTimeline
Midwest Capital Advisors, LLC7,859$215K0.16%13F-HRTimeline
Welch Group, LLC7,795$212K0.01%+5,22013F-HRTimeline
Second Line Capital, LLC7,769$212K0.06%new13F-HRTimeline
Covenant Asset Management, LLC7,749$212K0.05%+5,16613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,755$212K<0.01%+5,17013F-HR/ATimeline
BOS Asset Management, LLC7,715$211K0.08%+5,14313F-HRTimeline
Quadrant Private Wealth Management, LLC7,714$211K0.05%new13F-HRTimeline
EVOKE WEALTH, LLC7,653$209K0.01%new13F-HRTimeline
WESPAC Advisors, LLC7,633$209K0.15%+5,11013F-HRTimeline
Synergy Financial Group, LTD7,633$209K0.17%+4,99813F-HRTimeline
Etesian Wealth Advisors, Inc.7,619$208K0.09%+5,24613F-HRTimeline
Palisades Hudson Asset Management, L.P.7,599$208K0.09%+5,06613F-HRTimeline
Flavin Financial Services, Inc.7,601$208K0.2%13F-HR/ATimeline
Wagner Wealth Management, LLC7,600$208K0.05%+5,08913F-HRTimeline
Shira Ridge Wealth Management7,549$206K0.1%new13F-HRTimeline
Clear Harbor Asset Management, LLC7,534$206K0.02%new13F-HRTimeline
Treynor Bancshares, Inc.7,509$205K0.22%+4,83513F-HRTimeline
Peak Asset Management, LLC7,500$205K0.04%+5,00013F-HRTimeline
Aberdeen Wealth Management LLC7,500$205K0.14%+5,00013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.7,500$205K0.08%+5,00013F-HRTimeline
Glassman Wealth Services7,466$204K0.03%+5,26413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,437$203K0.17%+5,04013F-HRTimeline
Activest Wealth Management7,424$203K0.06%+5,70413F-HRTimeline
SAX WEALTH ADVISORS, LLC7,422$203K0.02%+4,94813F-HRTimeline
MeadowBrook Investment Advisors LLC7,407$202K0.18%+4,93813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,404$202K<0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC7,350$201K0.09%+4,92413F-HRTimeline
Accel Wealth Management7,339$200K0.08%new13F-HRTimeline
TD Waterhouse Canada Inc.7,318$200K<0.01%+4,87013F-HRTimeline
HBC Financial Services, PLLC7,032$195K0.12%+813F-HRTimeline
Tortoise Investment Management, LLC6,882$188K0.02%+4,52013F-HR/ATimeline
Hendershot Investments Inc.6,749$184K0.03%+4,59913F-HRTimeline
West Financial Advisors, LLC6,644$182K0.04%+3,29113F-HRTimeline
CNB Bank6,262$171K0.08%+3,93313F-HRTimeline
Bullock Wealth Management Group6,206$170K0.1%+3,92513F-HRTimeline
Ridgewood Investments LLC6,090$166K0.08%+4,06513F-HRTimeline
Accordant Advisory Group Inc6,075$166K0.16%+4,05013F-HRTimeline
Roble, Belko & Company, Inc6,044$165K0.03%+4,05413F-HRTimeline
LGT Financial Advisors LLC5,904$161K0.36%+3,81213F-HRTimeline
Archer Investment Corp5,873$160K0.04%+4,81913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,754$157K0.03%+4,18613F-HRTimeline
Sound Income Strategies, LLC5,233$143K0.01%+3,51313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,188$142K0.18%+3,46513F-HRTimeline