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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Vigilare Wealth Management12,217$324K0.12%-4,18913F-HRTimeline
Sage Investment Counsel LLC12,147$322K0.37%-4,01513F-HRTimeline
NorthCrest Asset Manangement, LLC11,744$321K0.01%-36,51213F-HRTimeline
Blue Sky Capital Consultants Group, Inc.12,118$321K0.16%-2,12013F-HRTimeline
J2 Capital Management Inc12,114$321K0.26%013F-HRTimeline
SIMA Wealth Partners, LLC12,110$321K0.26%+613F-HRTimeline
PTM WEALTH MANAGEMENT, LLC11,729$321K0.21%+40613F-HRTimeline
Klingman & Associates, LLC12,050$319K0.02%-17813F-HRTimeline
Fairfield Financial Advisors, LTD12,009$318K0.11%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,982$318K0.01%013F-HRTimeline
Cascade Wealth Advisors, Inc11,802$317K0.18%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC11,926$316K0.06%+2,64013F-HRTimeline
FAIRFIELD, BUSH & CO.11,886$315K0.18%new13F-HRTimeline
SkyOak Wealth, LLC11,877$315K0.06%+2313F-HRTimeline
Principia Wealth Advisory, LLC11,781$312K0.27%new13F-HRTimeline
Straight Path Wealth Management11,760$312K0.11%-32713F-HRTimeline
Welch Group, LLC11,724$311K0.01%+3,62413F-HRTimeline
Leeward Financial Partners, LLC11,650$309K0.1%new13F-HRTimeline
Grandview Asset Management LLC11,589$307K0.1%-55913F-HRTimeline
Frisch Financial Group, Inc.11,576$307K0.08%+1,16813F-HRTimeline
OLD NATIONAL BANCORP /IN/11,563$306K0.01%-2,23513F-HRTimeline
FORTE CAPITAL LLC /ADV11,553$306K0.03%+2,54813F-HRTimeline
Pegasus Asset Management, Inc.11,473$304K0.1%-32913F-HRTimeline
PEOPLES BANK /OH11,459$304K0.19%-66,03813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,436$303K0.08%+50613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC11,403$302K0.06%013F-HRTimeline
Owen LaRue, LLC11,303$300K0.13%+11013F-HRTimeline
Main Street Group, LTD11,291$299K0.1%+1,88913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.11,258$298K0.14%+71113F-HRTimeline
Heirloom Wealth Management11,200$297K0.08%-1,86013F-HRTimeline
Quotient Wealth Partners, LLC11,184$296K0.01%new13F-HRTimeline
Scott Marsh Financial, LLC11,168$296K0.11%13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…11,070$293K0.21%013F-HRTimeline
Crescent Grove Advisors, LLC11,021$292K0.03%+8513F-HRTimeline
Lodestone Wealth Management LLC11,018$292K0.14%+1,66413F-HRTimeline
Cherry Tree Wealth Management, LLC10,923$289K0.07%-4,86113F-HRTimeline
Litman Gregory Wealth Management LLC10,913$289K0.02%+7413F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC10,908$289K0.15%-50413F-HRTimeline
Copley Financial Group, Inc.10,900$289K0.21%-2,02613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,885$288K0.06%new13F-HRTimeline
Finer Wealth Management, Inc.10,834$287K0.15%-1,95613F-HRTimeline
Alpha Financial Advisors, LLC10,814$287K0.11%+10513F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,800$286K0.09%013F-HRTimeline
HFG Advisors, Inc.10,770$285K0.23%013F-HRTimeline
Strategic Advisors LLC10,713$284K0.06%-4,53113F-HRTimeline
Tanglewood Wealth Management, Inc.10,677$283K0.03%013F-HRTimeline
Johnson Bixby & Associates, LLC10,592$281K0.04%013F-HRTimeline
Global Assets Advisory, LLC10,367$280K0.11%-1,94313F-HRTimeline
Empire Financial Management Company, LLC10,562$280K0.08%-6113F-HRTimeline
Revisor Wealth Management LLC10,166$280K0.1%-7,97613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN10,550$280K0.02%+5013F-HRTimeline
Blue Trust, Inc.10,549$280K<0.01%-18,53313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,545$279K0.11%013F-HRTimeline
McElhenny Sheffield Capital Management,…10,515$279K0.07%013F-HR/ATimeline
Charter Capital Management, LLC\DE10,496$278K0.16%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …10,450$277K0.05%13F-HRTimelineGroup
Integrity Financial Corp /WA10,444$277K0.14%new13F-HRTimeline
Seelaus Asset Management LLC10,437$277K0.24%-4,99213F-HRTimeline
Tenret Co LLC10,425$276K0.15%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,425$276K0.02%-5,82913F-HRTimelineGroup
Cambria Investment Management, L.P.10,414$276K0.02%new13F-HRTimeline
Empowered Funds, LLC10,414$276K<0.01%-276,64613F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC10,395$275K0.04%+9713F-HRTimeline
MBL Wealth, LLC10,380$275K0.03%-47113F-HRTimeline
Jackson Hole Capital Partners, LLC10,362$275K0.05%013F-HRTimeline
Rice Partnership, LLC10,329$274K0.05%-77713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,306$273K0.02%-34113F-HRTimelineGroup
TRUST CO OF VERMONT10,247$272K0.01%+94913F-HRTimeline
HARBOR ADVISORY CORP /MA/10,227$271K0.09%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,200$270K0.12%+313F-HRTimeline
Samalin Investment Counsel, LLC10,191$270K0.1%+9713F-HRTimeline
D'Orazio & Associates, Inc.10,118$268K0.04%-12,46213F-HRTimeline
River Wealth Advisors LLC10,115$268K0.03%-36313F-HRTimeline
FOSTER & MOTLEY INC10,101$268K0.02%+1713F-HRTimeline
Strategic Financial Partners, Ltd.10,085$267K0.12%+9913F-HRTimeline
Peachtree Investment Partners, LLC10,058$267K0.1%-97113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/10,055$266K0.11%013F-HR/ATimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,738$266K0.03%013F-HRTimeline
Raub Brock Capital Management LP10,016$265K0.06%+9713F-HRTimeline
Payne Capital Management, LLC10,011$265K0.1%013F-HRTimeline
Waterford Advisors, LLC12,580$265K0.11%+2,59313F-HRTimeline
Financial Synergies Wealth Advisors, In…9,981$264K0.03%+18413F-HRTimeline
Grey Ledge Advisors, LLC24,490$264K0.06%+20,20513F-HRTimeline
Heritage Trust Co9,916$263K0.03%-3,32613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC9,873$262K0.09%013F-HRTimeline
WOLFF WIESE MAGANA LLC9,857$261K0.16%+6413F-HRTimeline
R. W. Roge & Company, Inc.9,852$261K0.15%013F-HRTimeline
Financial Advisors, LLC9,802$260K0.05%-1,15613F-HRTimeline
Pacific Center for Financial Services9,738$258K0.07%+9513F-HRTimeline
Clarendon Private LLC9,729$258K0.25%+7313F-HRTimeline
L.M. KOHN & COMPANY9,706$257K0.07%+14013F-HRTimeline
Nautilus Advisors LLC9,704$257K0.19%-22213F-HRTimeline
apricus wealth, LLC9,655$256K0.15%+8913F-HRTimeline
Delta Investment Management, LLC9,648$256K0.05%+95313F-HRTimeline
PUREfi Wealth, LLC9,600$254K0.2%new13F-HRTimeline
Smart Money Group LLC9,564$253K0.08%-7,82513F-HRTimeline
Acropolis Investment Management, LLC9,491$252K0.01%-96813F-HRTimeline
OAKWORTH CAPITAL, INC.9,482$251K0.02%013F-HRTimeline
AlphaStar Capital Management, LLC9,471$251K0.02%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC9,452$250K0.04%new13F-HRTimeline
Outlook Wealth Advisors, LLC9,426$250K0.06%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC9,366$248K0.02%013F-HRTimeline
Castle Rock Wealth Management, LLC9,146$248K0.06%new13F-HRTimeline
Keystone Financial Group9,335$247K0.02%+2613F-HRTimeline
Pacific Sage Partners, LLC9,316$247K0.05%+56013F-HRTimeline
Advisor Resource Council9,311$247K0.12%-28,08813F-HRTimeline
Quadcap Wealth Management, LLC9,246$245K0.03%+6113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,231$245K0.09%013F-HRTimeline
Alteri Wealth LLC9,138$242K0.09%013F-HRTimeline
Wealth Architects, LLC9,098$241K0.02%-55713F-HRTimeline
WESPAC Advisors SoCal, LLC9,075$240K0.05%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,050$240K<0.01%new13F-HRTimelineGroup
Dana Investment Advisors, Inc.9,032$239K0.01%-7,74713F-HRTimeline
Well Done, LLC9,000$238K0.04%new13F-HRTimeline
Avos Capital Management, LLC9,000$238K0.14%013F-HRTimeline
Annex Advisory Services, LLC8,973$238K0.01%-27313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,960$237K0.06%+1,02513F-HRTimeline
Three Magnolias Financial Advisors, LLC8,939$237K0.16%-2,93913F-HRTimeline
Provident Wealth Management, LLC8,907$236K0.08%013F-HRTimeline
Serenus Wealth Advisors, LLC8,883$235K0.04%013F-HRTimeline
Thrive Capital Management, LLC8,875$235K0.07%new13F-HRTimeline
Laraway Financial Advisors Inc8,864$235K0.18%+1113F-HRTimeline
Clifford Group, LLC8,858$235K0.19%+1,50013F-HRTimeline
Second Line Capital, LLC8,850$235K0.05%+60013F-HRTimeline
Capital Planning LLC8,838$234K0.07%-11,35713F-HRTimeline
Team Hewins, LLC8,835$234K0.08%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/8,835$234K0.07%013F-HRTimeline
LEUTHOLD GROUP, LLC8,827$234K0.03%new13F-HRTimeline
Claro Advisors Inc.8,815$234K0.04%-3,90313F-HRTimeline
Legacy Financial Group LLC8,808$233K0.03%013F-HRTimeline
HM PAYSON & CO8,800$233K<0.01%+2513F-HRTimeline
Mainstream Capital Management LLC8,785$233K0.17%-41413F-HRTimeline
TCI Wealth Advisors, Inc.8,764$232K0.02%+12813F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,758$232K0.11%+313F-HRTimelineGroup
GREENLEAF TRUST8,739$232K<0.01%-90013F-HRTimeline
Clientfirst Wealth Management, LLC8,700$231K0.24%013F-HRTimeline
Peak Retirement Planning, Inc.8,682$230K0.09%new13F-HRTimeline
HMV Wealth Advisors, LLC8,677$230K0.15%013F-HRTimeline
Lansing Street Advisors8,559$227K0.07%+8313F-HRTimeline
WealthCollab, LLC8,557$227K0.13%+1013F-HRTimeline
Sensible Money, LLC8,544$226K0.09%+513F-HRTimeline
LIBRA WEALTH LLC8,526$226K0.07%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,319$225K0.04%-95613F-HRTimeline
Crews Bank & Trust8,460$224K0.04%-1,75313F-HRTimeline
WESPAC Advisors, LLC8,421$223K0.16%+8013F-HRTimeline
Coston, McIsaac & Partners8,461$223K0.06%+37513F-HRTimeline
Smith Salley Wealth Management8,405$223K0.01%-21,88213F-HRTimeline
Wealth Alliance Advisory Group, LLC8,364$222K0.04%-10,55513F-HRTimeline
Syntegra Private Wealth Group, LLC8,317$220K0.02%new13F-HRTimeline
EagleClaw Capital Managment, LLC8,300$220K0.03%new13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC8,270$219K0.16%013F-HRTimeline
Triangle Securities Wealth Management8,262$219K0.05%-7,26013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEST PACES ADVISORS INC.8,193$217K0.05%+3,90413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,184$217K0.03%-81,66713F-HRTimeline
UMB Bank, n.a.8,100$215K<0.01%013F-HR/ATimeline
Archer Investment Corp8,063$214K0.05%+92913F-HRTimeline
Keebeck Wealth Management8,044$213K0.03%new13F-HRTimeline
Heritage Financial Services, LLC8,038$213K0.02%+10013F-HRTimeline
Harbor Group, Inc.8,027$213K0.04%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,999$212K0.02%+33213F-HRTimeline
Adams Wealth Management7,970$211K0.04%-25,31713F-HRTimeline
CacheTech Inc.7,970$211K0.04%-25,31713F-HRTimeline
Waterloo Capital, L.P.7,970$211K0.02%new13F-HRTimeline
UNIQUE WEALTH, LLC7,960$211K0.03%new13F-HRTimeline
Wagner Wealth Management, LLC7,938$210K0.05%+26913F-HRTimeline
HCR Wealth Advisors7,937$210K0.02%+74913F-HRTimeline
Quadrant Private Wealth Management, LLC7,934$210K0.04%+6213F-HRTimeline
FF Advisors,LLC7,932$210K0.11%+1913F-HRTimeline
Ignite Planners, LLC7,779$210K0.04%new13F-HR/ATimeline
BSW Wealth Partners7,914$210K0.03%-1,50913F-HRTimeline
Blue Chip Partners, LLC7,909$210K0.02%-16713F-HRTimeline
Peak Financial Management, Inc.7,905$209K0.06%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.7,889$209K0.03%new13F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.7,878$209K0.15%+213F-HRTimeline
Kathmere Capital Management, LLC7,873$209K0.02%new13F-HRTimeline
Bull Oak Capital, LLC7,864$208K0.09%new13F-HRTimeline
Midwest Capital Advisors, LLC7,859$208K0.11%013F-HRTimeline
Perennial Advisors, LLC7,850$208K0.04%-1,00013F-HRTimeline
Baltimore-Washington Financial Advisors…7,835$208K0.01%+1213F-HRTimeline
Solitude Financial Services7,771$206K0.07%-1,25913F-HRTimeline
Busey Bank7,770$206K0.01%013F-HRTimeline
LOWERY THOMAS, LLC7,767$206K0.13%+57013F-HRTimeline
LOM Asset Management Ltd7,750$205K0.07%13F-HR/ATimeline
NOESIS CAPITAL MANGEMENT CORP7,731$205K0.04%+513F-HRTimeline
Redwood Wealth Management Group, LLC7,700$204K0.09%new13F-HRTimeline
Martel Wealth Advisors LLC7,684$204K0.04%new13F-HRTimeline
Roble, Belko & Company, Inc7,671$203K0.03%+1,58513F-HRTimeline
Synergy Financial Group, LTD7,633$202K0.15%013F-HRTimeline
Fiduciary Group, LLC7,630$202K0.02%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,605$202K0.16%+213F-HRTimeline
Palisades Hudson Asset Management, L.P.7,599$201K0.08%013F-HRTimeline
Ulland Investment Advisors, LLC7,584$201K0.15%+3813F-HRTimeline
Glassman Wealth Services7,547$200K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,529$200K0.03%+2,23813F-HRTimeline
Aberdeen Wealth Management LLC7,510$199K0.13%+1013F-HRTimeline
MeadowBrook Investment Advisors LLC7,407$196K0.18%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,039$186K<0.01%013F-HRTimeline
Activest Wealth Management6,974$185K0.04%013F-HRTimeline
Westside Investment Management, Inc.6,821$184K0.03%+5,35213F-HRTimeline
GAMMA Investing LLC6,853$182K0.01%-1,84713F-HRTimeline