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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Claro Advisors Inc.12,718$356K0.05%new13F-HRTimeline
CORNERSTONE ENTERPRISES, LLC12,692$355K0.22%-11713F-HRTimeline
Members Advisory Group LLC12,673$354K0.15%-12,27313F-HRTimeline
Stone Summit Wealth LLC12,561$351K0.12%013F-HRTimeline
Pine Haven Investment Counsel, Inc12,464$348K0.29%+82013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC12,439$348K0.07%+2,77713F-HRTimeline
Oxbow Advisors, LLC12,338$345K0.04%+3,19513F-HRTimeline
Wade Financial Advisory, Inc12,333$345K0.12%013F-HRTimeline
Ullmann Wealth Partners Group, LLC12,294$344K0.05%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,273$343K0.01%+813F-HRTimeline
Klingman & Associates, LLC12,228$342K0.02%+2,84413F-HRTimeline
Relyea Zuckerberg Hanson LLC12,180$341K0.05%013F-HRTimeline
Grandview Asset Management LLC12,148$340K0.13%-46913F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…12,151$340K0.16%-10,04813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …12,115$339K<0.01%+9,38213F-HRTimelineGroup
J2 Capital Management Inc12,114$339K0.31%013F-HRTimeline
SIMA Wealth Partners, LLC12,104$338K0.28%-1,77713F-HRTimeline
Straight Path Wealth Management12,087$338K0.14%013F-HRTimeline
Legacy Advisory Services, LLC12,066$337K0.28%+2,95113F-HRTimeline
Wisconsin Wealth Advisors, LLC11,996$335K0.48%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,982$335K0.01%-43513F-HRTimeline
CURA WEALTH ADVISORS, LLC11,941$334K0.14%+76413F-HRTimeline
Three Magnolias Financial Advisors, LLC11,878$332K0.28%-142,91413F-HRTimeline
SkyOak Wealth, LLC11,854$331K0.07%+9813F-HRTimeline
GFG Capital, LLC11,833$331K0.1%-50313F-HRTimeline
Pegasus Asset Management, Inc.11,802$330K0.13%-4913F-HRTimeline
Tennessee Valley Asset Management Partn…11,780$329K0.05%+2,34113F-HRTimeline
Creekside Partners11,720$328K0.17%+1,94813F-HRTimeline
Westmount Partners, LLC11,713$327K0.1%-19513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC11,618$325K0.01%new13F-HRTimeline
KG Capital Management11,511$322K0.1%new13F-HRTimeline
SageView Advisory Group, LLC11,480$321K0.01%+1,76613F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC11,412$319K0.23%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,403$319K0.07%-5713F-HRTimeline
Global Assets Advisory, LLC12,310$317K0.06%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…11,211$313K0.06%+22513F-HRTimeline
Owen LaRue, LLC11,193$313K0.16%-59413F-HRTimeline
CPR Investments Inc.11,132$311K0.28%new13F-HRTimeline
Rice Partnership, LLC11,106$311K0.06%-1,07313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…11,070$310K0.22%+1,62013F-HRTimeline
Financial Advocates Investment Manageme…11,054$309K0.02%-3,88313F-HRTimeline
Fonville Wealth Management LLC11,323$309K0.09%-1513F-HRTimeline
Peachtree Investment Partners, LLC11,029$308K0.12%+7,17613F-HRTimeline
Financial Advisors, LLC10,958$306K0.06%+24713F-HRTimeline
Crescent Grove Advisors, LLC10,936$306K0.03%+15513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,930$306K0.08%+6813F-HRTimelineGroup
MBL Wealth, LLC10,851$303K0.03%-20013F-HRTimeline
Litman Gregory Wealth Management LLC10,839$303K0.03%+6613F-HRTimeline
MainStreet Investment Advisors LLC10,825$303K0.04%new13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,800$302K0.1%013F-HRTimeline
HFG Advisors, Inc.10,770$301K0.26%013F-HRTimeline
Capital Advisors, Ltd. LLC10,734$300K0.04%013F-HRTimeline
Alpha Financial Advisors, LLC10,709$299K0.13%+9513F-HRTimeline
Tanglewood Wealth Management, Inc.10,677$299K0.03%013F-HRTimeline
SK Wealth Management, LLC11,920$298K0.16%-4,00713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,647$298K0.02%+20113F-HRTimelineGroup
Empire Financial Management Company, LLC10,623$297K0.09%+1,26913F-HRTimeline
Alliance Wealth Advisors, LLC /UT10,620$297K0.08%new13F-HRTimeline
Johnson Bixby & Associates, LLC10,592$296K0.04%-2,13513F-HRTimeline
Ballentine Partners, LLC10,563$295K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,547$295K0.14%+1,18613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,545$295K0.12%013F-HRTimeline
McElhenny Sheffield Capital Management,…10,515$294K0.11%-30013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN10,500$294K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC10,500$294K0.02%013F-HRTimelineGroup
River Wealth Advisors LLC10,478$293K0.04%-76113F-HRTimeline
Acropolis Investment Management, LLC10,459$292K0.02%013F-HRTimeline
Tenret Co LLC10,425$291K0.18%013F-HRTimeline
Frisch Financial Group, Inc.10,408$291K0.08%+26713F-HRTimeline
Callan Capital, LLC10,363$290K0.02%+48813F-HRTimeline
Jackson Hole Capital Partners, LLC10,362$290K0.06%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC10,298$288K0.05%-5213F-HRTimeline
HARBOR ADVISORY CORP /MA/10,227$286K0.1%013F-HRTimeline
Crews Bank & Trust10,213$286K0.05%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,197$285K0.14%+313F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,113$283K0.06%+1813F-HRTimeline
Samalin Investment Counsel, LLC10,094$282K0.11%+8713F-HRTimeline
FOSTER & MOTLEY INC10,084$282K0.02%-67213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/10,055$281K0.13%013F-HRTimelineGroup
BG Investment Services, LLC10,045$281K0.3%+1,48913F-HRTimeline
GC Wealth Management RIA, LLC10,035$281K0.05%013F-HRTimeline
Payne Capital Management, LLC10,011$280K0.12%013F-HRTimeline
Waterford Advisors, LLC9,987$279K0.12%013F-HRTimeline
Strategic Financial Partners, Ltd.9,986$279K0.15%+8913F-HRTimeline
Nautilus Advisors LLC9,926$278K0.23%-1213F-HRTimeline
Raub Brock Capital Management LP9,919$277K0.06%+8813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC9,873$276K0.11%013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC11,323$275K0.29%13F-HRTimeline
R. W. Roge & Company, Inc.9,852$275K0.15%013F-HRTimeline
Financial Synergies Wealth Advisors, In…9,797$274K0.03%+17113F-HRTimeline
WOLFF WIESE MAGANA LLC9,793$274K0.19%+5713F-HRTimeline
Rehmann Capital Advisory Group9,779$273K0.02%+36013F-HRTimeline
Commonwealth Financial Services, LLC9,778$273K0.06%+16213F-HRTimeline
Clarendon Private LLC9,656$270K0.28%+6713F-HRTimeline
Wealth Architects, LLC9,655$270K0.03%new13F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC9,652$270K0.02%-2,79313F-HRTimeline
Pacific Center for Financial Services9,643$270K0.07%+8513F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC9,641$270K0.48%new13F-HRTimeline
GREENLEAF TRUST9,639$270K<0.01%-3,02813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,615$269K0.1%new13F-HRTimeline
L.M. KOHN & COMPANY9,566$267K0.07%new13F-HRTimeline
apricus wealth, LLC9,566$267K0.16%+8213F-HRTimeline
OAKWORTH CAPITAL, INC.9,482$265K0.02%013F-HRTimeline
Outlook Wealth Advisors, LLC9,426$264K0.07%+1,53613F-HRTimeline
BSW Wealth Partners9,423$263K0.04%new13F-HRTimeline
Buck Wealth Strategies, LLC9,405$263K0.05%new13F-HRTimeline
Main Street Group, LTD9,402$263K0.1%+5013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC9,366$262K0.02%013F-HRTimeline
Lodestone Wealth Management LLC9,354$262K0.14%+1,41913F-HRTimeline
Keystone Financial Group9,309$260K0.03%+12213F-HRTimeline
TRUST CO OF VERMONT9,298$260K0.01%+10613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC9,286$260K0.05%-2,77013F-HRTimeline
Accel Wealth Management9,275$259K0.09%+1,93613F-HRTimeline
Annex Advisory Services, LLC9,246$259K0.01%-2,26013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,231$258K0.11%-89113F-HRTimeline
Adero Partners, LLC9,204$257K0.02%013F-HRTimeline
Mainstream Capital Management LLC9,199$257K0.2%-49413F-HRTimeline
Quadcap Wealth Management, LLC9,185$257K0.04%+3913F-HRTimeline
Alteri Wealth LLC9,138$255K0.11%-35113F-HRTimeline
WESPAC Advisors SoCal, LLC9,075$254K0.07%013F-HRTimeline
Solitude Financial Services9,030$252K0.1%-7513F-HRTimeline
FORTE CAPITAL LLC /ADV9,005$252K0.03%+2313F-HRTimeline
Avos Capital Management, LLC9,000$252K0.17%013F-HRTimeline
Provident Wealth Management, LLC8,907$249K0.09%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,898$249K<0.01%-19,75213F-HRTimelineGroup
Serenus Wealth Advisors, LLC8,883$248K0.04%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,738$248K0.03%new13F-HRTimeline
Laraway Financial Advisors Inc8,853$248K0.2%+913F-HRTimeline
Perennial Advisors, LLC8,850$247K0.05%new13F-HRTimeline
Team Hewins, LLC8,835$247K0.1%-1,92013F-HR/ATimeline
ROBERTS GLORE & CO INC /IL/8,835$247K0.08%013F-HRTimeline
Legacy Financial Group LLC8,808$246K0.04%013F-HRTimeline
HM PAYSON & CO8,775$245K<0.01%-1,42913F-HRTimeline
Pacific Sage Partners, LLC8,756$245K0.06%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,755$245K0.12%+24213F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC8,719$244K0.01%+53613F-HRTimelineGroup
Clientfirst Wealth Management, LLC8,700$243K0.28%013F-HRTimeline
GAMMA Investing LLC8,700$243K0.02%-1,05313F-HR/ATimeline
Delta Investment Management, LLC8,695$243K0.05%+71013F-HRTimeline
HMV Wealth Advisors, LLC8,677$243K0.19%-75013F-HRTimeline
EVOKE WEALTH, LLC8,637$241K0.01%+98413F-HRTimeline
TCI Wealth Advisors, Inc.8,636$241K0.02%-15013F-HRTimeline
WealthCollab, LLC8,547$239K0.15%+1013F-HRTimeline
Accordant Advisory Group Inc8,545$239K0.23%+2,47013F-HR/ATimeline
Sensible Money, LLC8,539$239K0.1%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,525$238K0.03%-2,90813F-HRTimeline
Lansing Street Advisors8,476$237K0.08%+7513F-HRTimeline
New Hampshire Trust8,355$234K0.05%-10,68813F-HRTimeline
WESPAC Advisors, LLC8,341$233K0.19%+70813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,275$232K0.05%+92613F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC8,270$231K0.21%013F-HRTimeline
Aletheian Wealth Advisors LLC8,250$231K0.13%new13F-HRTimeline
Second Line Capital, LLC8,250$231K0.06%+48113F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,150$228K0.01%-2,32013F-HRTimeline
UMB Bank, n.a.8,100$226K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Chip Partners, LLC8,076$226K0.02%-6613F-HRTimeline
Coston, McIsaac & Partners8,086$225K0.07%-92013F-HRTimeline
Harbor Group, Inc.8,027$224K0.04%013F-HRTimeline
Eisler Capital Management Ltd.7,992$223K0.01%new13F-HRTimeline
Welch Group, LLC8,100$223K0.01%+30513F-HRTimeline
Berkeley Capital Partners, LLC7,943$222K0.06%new13F-HRTimeline
Heritage Financial Services, LLC7,938$222K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7,935$222K0.06%013F-HRTimeline
Etesian Wealth Advisors, Inc.7,914$221K0.1%+29513F-HRTimeline
Peak Financial Management, Inc.7,905$221K0.07%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7,876$220K0.17%+213F-HRTimeline
Gimbal Financial7,875$220K0.2%013F-HRTimeline
Quadrant Private Wealth Management, LLC7,872$220K0.05%+15813F-HRTimeline
Midwest Capital Advisors, LLC7,859$220K0.13%013F-HRTimeline
Baltimore-Washington Financial Advisors…7,823$219K0.01%-4,42613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC7,823$219K0.01%new13F-HRTimeline
Canopy Partners, LLC7,814$218K0.09%new13F-HRTimeline
Busey Bank7,770$217K0.01%-49913F-HRTimeline
Apella Capital, LLC8,389$217K0.01%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,726$216K0.04%new13F-HR/ATimeline
Worth Asset Management, LLC7,694$215K0.12%-9,66613F-HRTimeline
Wagner Wealth Management, LLC7,669$214K0.05%+6913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,667$214K0.03%-1,21713F-HRTimeline
Flavin Financial Services, Inc.7,664$214K0.2%+6313F-HR/ATimeline
Sound Income Strategies, LLC7,647$214K0.01%+2,41413F-HRTimeline
Synergy Financial Group, LTD7,633$213K0.19%013F-HRTimeline
Global Trust Asset Management, LLC7,625$213K0.13%+5,34013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,603$213K0.18%+16613F-HR/ATimeline
Palisades Hudson Asset Management, L.P.7,599$212K0.1%013F-HRTimeline
Glassman Wealth Services7,547$211K0.04%+8113F-HRTimeline
Ulland Investment Advisors, LLC7,546$211K0.18%+7,51013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.7,542$211K0.09%+4213F-HRTimeline
Glenview Trust Co7,531$211K<0.01%-2,95713F-HR/ATimeline
Peak Asset Management, LLC7,500$210K0.04%013F-HRTimeline
Aberdeen Wealth Management LLC7,500$210K0.14%013F-HRTimeline
MMA ASSET MANAGEMENT LLC7,416$207K0.09%+6613F-HRTimeline
MeadowBrook Investment Advisors LLC7,407$207K0.19%013F-HRTimeline
Clifford Group, LLC7,358$206K0.19%-749,84013F-HRTimeline
NORDEN GROUP LLC7,348$205K0.02%new13F-HRTimeline
MKD WEALTH COACHES, LLC7,261$203K0.23%new13F-HRTimeline
FF Advisors,LLC7,913$203K0.12%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,239$202K<0.01%-1,87213F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.7,231$202K0.4%new13F-HRTimeline
MANCHESTER FINANCIAL INC7,218$202K0.05%new13F-HRTimeline
LOWERY THOMAS, LLC7,197$201K0.14%new13F-HRTimeline