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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MILESTONE ASSET MANAGEMENT, LLC11,931$326K0.06%+52813F-HRTimeline
Vise Technologies, Inc.11,926$326K0.01%-165,27813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC11,913$325K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc11,884$324K0.04%+11,04213F-HRTimeline
Grandview Asset Management LLC11,797$322K0.09%+20813F-HRTimeline
Blue Chip Partners, LLC11,788$322K0.02%+3,87913F-HRTimeline
Straight Path Wealth Management11,745$321K0.09%-1513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC11,669$319K0.19%-6013F-HRTimeline
Leeward Financial Partners, LLC11,650$318K0.09%013F-HRTimeline
SK Wealth Management, LLC11,771$318K0.12%-27213F-HRTimeline
Frisch Financial Group, Inc.11,637$318K0.07%+6113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,619$317K0.04%+2,16713F-HRTimeline
OLD NATIONAL BANCORP /IN/11,563$316K0.01%013F-HRTimeline
Blue Trust, Inc.11,502$314K<0.01%+95313F-HRTimeline
LGT Financial Advisors LLC11,431$312K0.67%+8,35913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC11,425$312K0.05%-50113F-HRTimeline
OBSIDIAN CIO, LLC11,422$312K0.04%-2,50813F-HRTimeline
Main Street Group, LTD11,364$310K0.09%+7313F-HRTimeline
Blue Sky Capital Consultants Group, Inc.11,347$310K0.14%-77113F-HRTimeline
Orin Green Financial, LLC11,331$309K0.12%new13F-HRTimeline
Vigilare Wealth Management11,282$308K0.11%-93513F-HRTimeline
Lodestone Wealth Management LLC11,202$306K0.14%+18413F-HRTimeline
Heirloom Wealth Management11,181$305K0.07%-1913F-HRTimeline
TFB Advisors LLC11,265$303K0.09%-2,91313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…11,070$302K0.2%013F-HRTimeline
Alpha Financial Advisors, LLC10,937$299K0.11%+12313F-HRTimeline
Pegasus Asset Management, Inc.10,935$299K0.1%-53813F-HR/ATimeline
Cherry Tree Wealth Management, LLC10,923$298K0.07%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,916$298K0.13%-34213F-HRTimeline
UMB Bank, n.a.10,901$298K<0.01%+2,80113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TBH Global Asset Management, LLC10,853$296K0.06%new13F-HRTimeline
TD Waterhouse Canada Inc.10,749$296K<0.01%+5,18413F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,800$295K0.09%013F-HRTimeline
HFG Advisors, Inc.10,770$294K0.22%013F-HRTimeline
Seelaus Asset Management LLC10,720$293K0.23%+28313F-HR/ATimeline
Tanglewood Wealth Management, Inc.10,677$291K0.03%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …10,604$289K0.06%13F-HRTimelineGroup
Cambria Investment Management, L.P.10,570$289K0.02%+15613F-HR/ATimeline
Empowered Funds, LLC10,570$289K<0.01%+15613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,545$288K0.1%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN10,500$287K0.02%-5013F-HRTimeline
Stillwater Wealth Management Group10,495$287K0.2%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,491$286K0.02%+18513F-HRTimelineGroup
Tenret Co LLC10,425$285K0.15%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,380$283K0.04%+2,19613F-HRTimeline
Jackson Hole Capital Partners, LLC10,362$283K0.05%013F-HRTimeline
Investment Planning Advisors, Inc.10,356$283K0.09%new13F-HRTimeline
Empire Financial Management Company, LLC10,349$283K0.06%-21313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC10,347$282K0.04%-4813F-HRTimeline
Litman Gregory Wealth Management LLC10,288$281K0.02%-62513F-HRTimeline
Copley Financial Group, Inc.10,284$281K0.19%-61613F-HRTimeline
Wisconsin Wealth Advisors, LLC10,279$281K0.27%-15,69613F-HRTimeline
McElhenny Sheffield Capital Management,…10,275$281K0.07%-24013F-HRTimeline
BCM ADVISORS, LLC10,373$280K0.06%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC10,258$280K0.11%+5813F-HRTimeline
FOSTER & MOTLEY INC10,265$280K0.02%+16413F-HRTimeline
Wealth Management Partners, LLC10,182$278K0.09%new13F-HRTimeline
Strategic Financial Partners, Ltd.10,181$278K0.13%+9613F-HRTimeline
Financial Advisors, LLC10,170$278K0.05%+36813F-HRTimeline
Centerpoint Advisory Group10,158$277K0.22%-2,96713F-HRTimeline
Peachtree Investment Partners, LLC10,149$277K0.1%+9113F-HRTimeline
River Wealth Advisors LLC10,115$276K0.03%013F-HRTimeline
Raub Brock Capital Management LP10,113$276K0.06%+9713F-HRTimeline
Samalin Investment Counsel, LLC10,099$276K0.1%-9213F-HRTimeline
SUMMITRY LLC10,099$276K0.01%new13F-HRTimeline
Ballentine Partners, LLC10,083$275K<0.01%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…10,065$275K0.03%+8413F-HRTimeline
WOLFF WIESE MAGANA LLC10,043$274K0.16%+18613F-HRTimeline
Clifford Group, LLC9,997$273K0.21%+1,13913F-HRTimeline
Glassman Wealth Services9,996$273K0.04%+2,44913F-HRTimeline
VICUS CAPITAL9,990$273K0.02%new13F-HRTimeline
Waterford Advisors, LLC9,987$273K0.09%-2,59313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC9,972$272K0.13%-93613F-HRTimeline
Heritage Trust Co9,916$271K0.03%013F-HRTimeline
Fjell Capital, LLC9,884$270K0.24%-53,58813F-HRTimeline
Annex Advisory Services, LLC9,852$269K0.01%+87913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC9,848$269K0.02%+48213F-HRTimeline
Finer Wealth Management, Inc.9,841$269K0.13%-99313F-HRTimeline
Pacific Center for Financial Services9,832$268K0.07%+9413F-HRTimeline
R. W. Roge & Company, Inc.9,852$268K0.14%013F-HRTimeline
Clarendon Private LLC9,801$268K0.24%+7213F-HRTimeline
Members Advisory Group LLC9,683$264K0.09%-2,53613F-HRTimeline
Frederick Financial Consultants, LLC9,670$264K0.15%-4,21913F-HRTimeline
Johnson Bixby & Associates, LLC9,642$263K0.03%-95013F-HRTimeline
Delta Investment Management, LLC9,621$263K0.05%-2713F-HRTimeline
Klingman & Associates, LLC9,614$262K0.01%-2,43613F-HRTimeline
Smart Money Group LLC9,580$262K0.08%+1613F-HRTimeline
Strategic Advisors LLC9,559$261K0.04%-1,15413F-HRTimeline
Heritage Financial Services, LLC9,507$260K0.02%+1,46913F-HRTimeline
EagleClaw Capital Managment, LLC9,500$259K0.04%+1,20013F-HRTimeline
OAKWORTH CAPITAL, INC.9,482$259K0.01%013F-HRTimeline
Cascade Wealth Advisors, Inc9,660$259K0.13%-2,14213F-HRTimeline
Bay Rivers Group9,457$258K0.11%new13F-HRTimeline
Quotient Wealth Partners, LLC9,437$258K0.01%-1,74713F-HRTimeline
PROMETHIUM ADVISORS,LLC9,434$258K0.15%-2,90813F-HRTimeline
Nautilus Advisors LLC9,380$256K0.17%-32413F-HRTimeline
Trinity Legacy Partners, LLC9,555$256K0.06%new13F-HRTimeline
Thrive Capital Management, LLC9,354$255K0.07%+47913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,371$255K0.03%-36713F-HRTimeline
Pacific Sage Partners, LLC9,316$254K0.04%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,231$252K0.09%013F-HRTimeline
Castle Rock Wealth Management, LLC9,224$252K0.06%+7813F-HRTimeline
Alteri Wealth LLC9,141$250K0.09%+313F-HRTimeline
TRUST CO OF VERMONT9,137$249K0.01%-1,11013F-HRTimeline
Laraway Financial Advisors Inc9,136$249K0.17%+27213F-HRTimeline
TCI Wealth Advisors, Inc.9,124$249K0.01%+36013F-HRTimeline
Wealth Architects, LLC9,100$248K0.02%+213F-HRTimeline
WESPAC Advisors SoCal, LLC9,075$248K0.05%013F-HRTimeline
Innovative Wealth Building LLC9,074$248K0.19%new13F-HRTimeline
Well Done, LLC9,000$246K0.04%013F-HRTimeline
Avos Capital Management, LLC9,000$246K0.11%013F-HRTimeline
PUREfi Wealth, LLC9,000$246K0.19%-60013F-HRTimeline
Keystone Financial Group8,986$245K0.02%-34913F-HR/ATimeline
Abound Wealth Management8,981$245K0.06%+6,00213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC8,970$245K0.08%-90313F-HRTimeline
LOWERY THOMAS, LLC8,960$245K0.14%+1,19313F-HRTimeline
Trivium Point Advisory, LLC8,949$244K0.02%-26,14413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,946$244K0.03%new13F-HRTimeline
Provident Wealth Management, LLC8,907$243K0.07%013F-HRTimeline
MBL Wealth, LLC8,880$242K0.02%-1,50013F-HRTimeline
Team Hewins, LLC8,835$241K0.08%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/8,835$241K0.07%013F-HRTimeline
EVOKE WEALTH, LLC8,830$241K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC8,821$241K0.04%-17,36013F-HRTimeline
Ignite Planners, LLC8,820$241K0.04%+1,04113F-HRTimeline
Legacy Financial Group LLC8,808$240K0.03%013F-HRTimeline
HCR Wealth Advisors8,752$239K0.02%+81513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.8,735$238K0.06%-22513F-HRTimeline
Plan Group Financial, LLC8,728$238K0.06%-3,60813F-HRTimeline
Clientfirst Wealth Management, LLC8,700$238K0.19%013F-HRTimeline
HMV Wealth Advisors, LLC8,677$237K0.13%013F-HRTimeline
LOM Asset Management Ltd8,640$236K0.07%+89013F-HRTimeline
Lansing Street Advisors8,642$236K0.06%+8313F-HRTimeline
Trust Co8,632$236K0.02%-7,94513F-HRTimeline
Apex Wealth Management, LLC8,624$235K0.17%new13F-HRTimeline
L. Roy Papp & Associates, LLP8,595$235K0.03%-7,49113F-HRTimeline
Claro Advisors Inc.8,588$234K0.03%-22713F-HRTimeline
HARBOR ADVISORY CORP /MA/8,550$233K0.07%-1,67713F-HRTimeline
Sensible Money, LLC8,545$233K0.08%+113F-HRTimeline
Coston, McIsaac & Partners8,562$233K0.06%+10113F-HRTimeline
LIBRA WEALTH LLC8,526$233K0.07%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,519$233K0.14%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,473$231K0.09%-28513F-HR/ATimelineGroup
Crews Bank & Trust8,460$231K0.03%013F-HRTimeline
Harbor Group, Inc.8,410$230K0.04%+38313F-HRTimeline
Wealth Alliance Advisory Group, LLC8,364$228K0.04%013F-HRTimeline
Sonoma Allocations LLC8,580$228K0.08%13F-HRTimeline
MANCHESTER FINANCIAL INC8,340$228K0.05%new13F-HRTimeline
Triangle Securities Wealth Management8,328$227K0.05%+6613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Syntegra Private Wealth Group, LLC8,317$227K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP8,318$227K0.01%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,315$227K0.01%-2,11013F-HRTimelineGroup
Hobbs Group Advisors, LLC8,260$226K0.07%-15,96613F-HRTimeline
WealthCollab, LLC8,146$222K0.1%-41113F-HRTimeline
Archer Investment Corp8,130$222K0.05%+6713F-HRTimeline
YANKCOM Partnership8,130$222K0.1%-4,79113F-HRTimeline
Lewis Asset Management, LLC8,080$221K0.09%new13F-HRTimeline
BSW Wealth Partners8,064$220K0.03%+15013F-HRTimeline
CX Institutional8,073$220K0.01%+5,69313F-HRTimeline
Granite Bay Wealth Management, LLC8,035$219K0.06%-5,44813F-HRTimeline
New Harbor Financial Group, LLC8,018$219K0.04%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC7,990$218K0.05%-5,27313F-HRTimeline
Quadrant Private Wealth Management, LLC7,988$218K0.04%+5413F-HRTimeline
WEST PACES ADVISORS INC.7,977$218K0.04%-21613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,949$217K0.03%-37013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC7,937$217K0.14%-33313F-HRTimeline
Midwest Capital Advisors, LLC7,934$217K0.1%+7513F-HRTimeline
FF Advisors,LLC7,932$217K0.1%013F-HRTimeline
WHITTIER TRUST CO7,896$216K<0.01%-11,13313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.7,915$216K0.03%+2613F-HR/ATimeline
Saxony Capital Management, LLC7,911$216K0.14%new13F-HRTimeline
North Capital, Inc.7,902$216K0.17%+5,14313F-HRTimeline
Outlook Wealth Advisors, LLC7,890$215K0.05%-1,53613F-HRTimeline
HM PAYSON & CO7,864$215K<0.01%-93613F-HRTimeline
Busey Bank7,845$214K0.01%+7513F-HRTimeline
Waterloo Capital, L.P.7,834$214K0.02%-13613F-HRTimeline
Wagner Wealth Management, LLC7,818$213K0.05%-12013F-HRTimeline
Millstone Evans Group, LLC7,772$212K0.13%+6,37213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7,774$212K0.06%+5,58413F-HRTimeline
Base Wealth Management LLC7,756$212K0.12%-248,39713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,755$212K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc7,726$211K0.03%+5513F-HRTimeline
Martel Wealth Advisors LLC7,719$211K0.04%+3513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP7,701$210K0.02%-29813F-HRTimeline
D'Orazio & Associates, Inc.7,686$210K0.03%-2,43213F-HRTimeline
Ulland Investment Advisors, LLC7,658$209K0.16%+7413F-HRTimeline
Bravias Capital Group, LLC7,639$209K0.14%new13F-HRTimeline
Synergy Financial Group, LTD7,633$208K0.14%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,606$208K0.15%+113F-HRTimeline
Palisades Hudson Asset Management, L.P.7,599$207K0.08%013F-HRTimeline
Keebeck Wealth Management7,564$206K0.02%-48013F-HRTimeline
Arvest Bank Trust Division7,559$206K0.01%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.7,542$206K0.07%new13F-HRTimeline
Aberdeen Wealth Management LLC7,537$206K0.13%+2713F-HRTimeline
Telos Capital Management, Inc.7,500$205K0.02%new13F-HRTimeline
S.E.E.D. Planning Group LLC7,500$205K0.06%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,492$205K0.11%-13,40213F-HRTimeline
Adams Wealth Management7,448$203K0.04%-52213F-HRTimeline
CacheTech Inc.7,448$203K0.04%-52213F-HRTimeline
Canopy Partners, LLC7,443$203K0.07%new13F-HRTimeline