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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FIDUCIARY FAMILY OFFICE, LLC15,000$411K0.12%013F-HRTimeline
Maia Wealth LLC13,087$410K0.07%+5,56613F-HRTimeline
Daytona Street Capital LLC14,927$409K0.32%13F-HRTimeline
Tenon Financial LLC14,907$409K0.17%-25413F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,843$407K0.03%new13F-HR/ATimeline
Leading Edge Financial Planning LLC14,760$405K0.09%-40513F-HRTimeline
Alley Investment Management Company, LLC14,721$404K0.05%-11013F-HRTimeline
Legacy Financial Advisors, Inc.14,686$403K0.06%+53213F-HRTimeline
Millstone Evans Group, LLC14,644$402K0.24%+6,87213F-HRTimeline
GenWealth Group, Inc.14,256$400K0.07%013F-HRTimeline
FSA Investment Group, LLC14,564$399K0.24%-10,46913F-HRTimeline
Resonant Capital Advisors, LLC14,528$399K0.02%+56213F-HRTimeline
Sunflower Bank, N.A.14,501$398K0.1%+41913F-HRTimeline
Investment Partners Asset Management, I…14,435$396K0.25%-7,47613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,432$396K0.03%013F-HRTimeline
Ballast, Inc.14,415$395K0.09%013F-HRTimeline
FIRST HORIZON CORP14,404$395K0.02%+59813F-HRTimeline
Bay Rivers Group14,356$394K0.16%+4,89913F-HRTimeline
Financial Advisors Network, Inc.14,334$393K0.05%+63613F-HRTimeline
Acropolis Investment Management, LLC14,333$393K0.02%013F-HRTimeline
Topsail Wealth Management, LLC14,142$388K0.06%013F-HRTimeline
AA Financial Advisors, LLC14,135$388K0.07%+32113F-HRTimeline
Generation Capital Management LLC14,131$388K0.25%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.14,127$388K0.31%-22313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,119$387K0.05%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,076$386K0.02%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC14,071$386K0.05%+3,72413F-HRTimeline
Old North State Wealth Management, LLC13,919$382K0.18%+28913F-HRTimeline
Stockman Wealth Management, Inc.13,850$380K0.04%-65713F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.13,822$379K0.25%-2,05813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP13,820$379K0.05%+3,44013F-HRTimeline
Second Line Capital, LLC13,801$379K0.08%-1,64013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,789$378K0.01%013F-HRTimeline
NorthRock Partners, LLC13,741$377K0.01%-17713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC13,630$374K0.07%+63013F-HRTimeline
Winter & Associates, Inc.13,626$374K0.35%13F-HRTimeline
WEALTH EFFECTS LLC13,556$372K0.12%+42013F-HRTimeline
GoalVest Advisory LLC13,434$368K0.07%-1,16113F-HRTimeline
Wealth Architects, LLC13,398$368K0.03%+4,29813F-HRTimeline
Uptown Financial Advisors LLC13,350$366K0.31%013F-HRTimeline
Future Financial Wealth Managment LLC12,722$365K0.25%-3,97113F-HRTimeline
Cascade Financial Partners, LLC13,298$365K0.04%-1,73613F-HRTimeline
RKL Wealth Management LLC13,249$363K0.03%+1113F-HRTimeline
RM Financial Services, LLC13,190$362K0.32%13F-HRTimeline
Garton & Associates Financial Advisors …13,129$360K0.2%13F-HRTimeline
Loudon Investment Management, LLC13,111$360K0.19%-11,22513F-HRTimeline
HANCOCK WHITNEY CORP13,095$359K0.01%new13F-HRTimeline
GatePass Capital, LLC13,094$359K0.19%new13F-HRTimeline
Citrine Capital LLC13,089$359K0.17%013F-HRTimeline
Waterfront Wealth Inc.12,279$359K0.07%-46613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,235$358K0.03%013F-HRTimeline
NovaPoint Capital, LLC13,035$358K0.09%+913F-HRTimeline
Ridgeline Wealth Planning, LLC13,023$357K0.25%-1,24513F-HRTimeline
Redwood Family Wealth LLC13,022$357K0.35%13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.13,010$357K0.17%-72013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,930$355K0.17%013F-HRTimeline
Shakespeare Wealth Management, LLC12,927$355K0.08%013F-HRTimeline
GODSEY & GIBB, INC12,911$354K0.03%-4,91913F-HRTimeline
UNIQUE WEALTH, LLC12,854$353K0.05%+10013F-HRTimeline
GGM Financial LLC12,836$352K0.17%+3513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC12,800$351K0.06%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC12,686$348K0.04%+1,06713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD12,670$348K0.02%-26613F-HRTimeline
Amicus Financial Advisors, LLC12,660$347K0.1%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,650$347K<0.01%013F-HRTimelineGroup
Compass Advisory Group LLC12,634$347K0.09%-1,35013F-HRTimeline
Veracity Capital LLC12,622$346K0.1%new13F-HRTimeline
Keystone Financial Group12,614$346K0.03%+3,62813F-HRTimeline
CPR Investments Inc.12,576$345K0.23%-3,89913F-HRTimeline
Harbor Asset Planning, Inc.12,558$344K0.29%-37,42513F-HRTimeline
Stone Summit Wealth LLC12,555$344K0.09%-613F-HRTimeline
SFMG, LLC12,542$344K0.02%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.12,535$344K0.17%-32213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,505$343K0.01%-213F-HRTimeline
Crescent Grove Advisors, LLC12,479$342K0.03%-3,33713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC12,476$342K0.11%-78013F-HRTimeline
SK Wealth Management, LLC11,589$340K0.09%-18213F-HRTimeline
International Private Wealth Advisors L…12,398$340K0.21%+39713F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.12,398$340K0.05%new13F-HRTimeline
Sage Investment Counsel LLC12,325$338K0.37%+24413F-HRTimeline
Heritage Wealth Management, Inc.12,319$338K0.09%-2,95513F-HRTimeline
Signature Equity Partners, LLC12,304$338K0.19%13F-HRTimeline
Clear Point Advisors Inc.12,290$337K0.26%-12,53513F-HRTimeline
Stillwater Wealth Management Group12,273$337K0.23%+1,77813F-HRTimeline
Tiller Private Wealth, Inc.12,220$335K0.12%-9,99513F-HRTimeline
RMR Wealth Builders12,213$335K0.03%-45113F-HRTimeline
Athena Wealth Management, LLC12,198$335K0.33%13F-HRTimeline
Aznar Financial Advisors, LLC12,174$334K0.32%13F-HRTimeline
NorthCoast Asset Management LLC12,128$333K0.01%-130,28613F-HRTimeline
Indivisible Partners12,122$333K0.04%13F-HRTimeline
J2 Capital Management Inc12,114$332K0.24%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC12,095$332K0.35%-4,32513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC12,094$332K0.02%-4,54113F-HRTimeline
Horizon Investment Services, LLC12,063$331K0.12%+213F-HRTimeline
Buck Wealth Strategies, LLC12,056$331K0.04%-66013F-HRTimeline
YANKCOM Partnership12,053$331K0.14%+3,92313F-HRTimeline
Tandem Investment Partners LLC12,027$330K0.28%-2,71213F-HRTimeline
Straight Path Wealth Management11,995$329K0.09%+25013F-HRTimeline
SkyOak Wealth, LLC11,969$328K0.06%+213F-HRTimeline
Valley Financial Group, Inc.11,945$328K0.18%-20,86113F-HRTimeline
FAIRFIELD, BUSH & CO.11,928$327K0.17%-50413F-HRTimeline
JB Capital LLC11,776$323K0.01%-85013F-HRTimeline
Cambria Investment Management, L.P.11,767$323K0.02%+1,19713F-HRTimeline
FSA Advisors, Inc.11,757$322K0.22%-3,01813F-HRTimeline
J.E. Simmons & Co., P.C.11,719$321K0.21%13F-HRTimeline
Frisch Financial Group, Inc.11,701$321K0.07%+6413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,662$320K0.11%-10,41713F-HRTimelineGroup
SACKS & ASSOCIATES, LLC11,652$320K0.23%13F-HRTimeline
Autumn Glory Partners, LLC11,572$317K0.11%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.11,489$315K0.13%+57313F-HRTimeline
Main Street Group, LTD11,449$314K0.11%+8513F-HRTimeline
Ballast Rock Private Wealth LLC11,440$314K0.2%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC11,425$313K0.05%013F-HRTimeline
SIMA Wealth Partners, LLC11,408$313K0.24%-70813F-HRTimeline
Lodestone Wealth Management LLC11,391$312K0.13%+18913F-HRTimeline
Blom & Howell Financial Planning, Inc.11,343$311K0.31%13F-HRTimeline
Pacific Sage Partners, LLC11,320$311K0.05%+2,00413F-HRTimeline
WESPAC Advisors SoCal, LLC11,286$310K0.06%+2,21113F-HRTimeline
Bulwark Capital Corp11,273$309K0.22%-2,77313F-HRTimeline
River Wealth Advisors LLC11,266$309K0.03%+1,15113F-HRTimeline
VestGen Advisors, LLC11,260$309K0.01%-28,11613F-HRTimeline
VICUS CAPITAL11,258$309K0.02%+1,26813F-HRTimeline
TFB Advisors LLC11,236$308K0.09%-2913F-HRTimeline
Heck Capital Advisors, LLC11,195$307K0.02%new13F-HRTimeline
Heirloom Wealth Management11,181$307K0.07%013F-HRTimeline
Global Trust Asset Management, LLC11,180$307K0.12%-1,23513F-HRTimeline
Castle Rock Wealth Management, LLC10,094$306K0.07%+87013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…11,070$304K0.19%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,797$303K0.01%-1,58713F-HRTimeline
Laraway Financial Advisors Inc11,048$303K0.2%+1,91213F-HRTimeline
Pegasus Asset Management, Inc.11,031$303K0.09%+9613F-HR/ATimeline
BCM ADVISORS, LLC10,373$302K0.06%013F-HRTimeline
Seelaus Asset Management LLC11,004$302K0.24%+28413F-HRTimeline
Ignite Planners, LLC10,076$300K0.05%+1,25613F-HRTimeline
Cherry Tree Wealth Management, LLC10,923$300K0.06%013F-HRTimeline
Wealth Management Partners, LLC10,907$299K0.09%+72513F-HRTimeline
McElhenny Sheffield Capital Management,…10,875$298K0.07%+60013F-HRTimeline
Sightline Wealth Advisors, LLC10,814$297K0.13%-5,99313F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,800$296K0.08%013F-HRTimeline
Grandview Asset Management LLC10,777$296K0.08%-1,02013F-HRTimeline
Peak Retirement Planning, Inc.10,754$295K0.07%-3,79413F-HRTimeline
Leeward Financial Partners, LLC10,741$295K0.08%-90913F-HRTimeline
apricus wealth, LLC10,737$295K0.15%-2,81313F-HRTimeline
Delta Investment Management, LLC10,718$294K0.05%+1,09713F-HRTimeline
Tanglewood Wealth Management, Inc.10,677$293K0.03%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV10,663$293K0.06%new13F-HRTimeline
Procyon Advisors, LLC10,588$290K0.01%-2,17713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.10,546$289K0.13%-80113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,545$289K0.1%013F-HRTimeline
Kingdom Financial Group LLC.10,532$289K0.09%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…10,518$289K0.24%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN10,500$288K0.02%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,493$288K0.02%+213F-HRTimelineGroup
Lansing Street Advisors10,478$287K0.07%+1,83613F-HRTimeline
Investment Planning Advisors, Inc.10,456$287K0.08%+10013F-HRTimeline
Tenret Co LLC10,425$286K0.14%013F-HRTimeline
FF Advisors,LLC10,408$285K0.13%+2,47613F-HRTimeline
Jackson Hole Capital Partners, LLC10,362$284K0.05%013F-HRTimeline
Blue Trust, Inc.10,345$284K<0.01%-1,15713F-HRTimeline
Cascade Wealth Advisors, Inc9,660$283K0.13%013F-HRTimeline
Strategic Financial Partners, Ltd.10,283$282K0.12%+10213F-HRTimeline
FOSTER & MOTLEY INC10,282$282K0.02%+1713F-HRTimeline
Strategic Advisors LLC10,245$281K0.04%+68613F-HRTimeline
Hamilton Capital, LLC10,239$281K0.01%13F-HRTimeline
Raub Brock Capital Management LP10,214$280K0.06%+10113F-HRTimeline
Samalin Investment Counsel, LLC10,198$280K0.1%+9913F-HRTimeline
Davis Wealth Advisors, LLC10,196$280K0.23%-12,92613F-HRTimeline
Centerpoint Advisory Group10,158$279K0.21%013F-HRTimeline
Financial Synergies Wealth Advisors, In…10,138$278K0.03%+7313F-HRTimeline
Fortune Financial Group, Inc.9,059$277K0.27%13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC10,097$277K0.23%-92,66613F-HRTimelineGroup
SCHOLTZ & COMPANY, LLC10,087$277K0.12%new13F-HRTimeline
Investmark Advisory Group LLC10,036$275K0.12%-7,33513F-HRTimeline
Bernicke Wealth Management, Ltd.10,029$275K0.04%13F-HRTimeline
Legacy Financial Group LLC8,808$273K0.03%013F-HRTimeline
Heritage Trust Co9,916$272K0.03%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC9,913$272K0.12%-5913F-HRTimeline
WOLFF WIESE MAGANA LLC9,903$272K0.15%-14013F-HRTimeline
Clarendon Private LLC9,877$271K0.23%+7613F-HRTimeline
Empire Financial Management Company, LLC9,874$271K0.06%-47513F-HRTimeline
Global Assets Advisory, LLC9,864$271K0.08%-2,26113F-HRTimeline
MeadowBrook Investment Advisors LLC9,857$270K0.23%+2,45013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC9,848$270K0.02%013F-HRTimeline
R. W. Roge & Company, Inc.9,852$270K0.13%013F-HRTimeline
Pacific Center for Financial Services9,832$268K0.07%013F-HRTimeline
Daviman Financial, LLC9,775$268K0.16%13F-HRTimeline
Fiduciary Group, LLC9,716$267K0.02%new13F-HRTimeline
Western Reserve Capital Management, LLC9,696$266K0.25%13F-HRTimeline
Briggs Wealth Management, Inc9,690$266K0.29%13F-HRTimeline
Frederick Financial Consultants, LLC9,685$266K0.15%+1513F-HRTimeline
Hopwood Nicholas Hunter9,670$265K0.09%13F-HRTimeline
Trinity Legacy Partners, LLC9,655$265K0.06%+10013F-HRTimeline
Johnson Bixby & Associates, LLC9,642$264K0.03%013F-HRTimeline
EagleClaw Capital Managment, LLC9,635$264K0.04%+13513F-HRTimeline
UMB Bank, n.a.9,605$263K<0.01%-1,29613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Virtue Capital Management, LLC9,464$262K0.04%-120,54813F-HR/ATimeline
Busey Bank9,552$262K0.01%+1,70713F-HRTimeline
Broadleaf Partners, LLC9,536$262K0.06%-173,29513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC9,502$261K0.02%new13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT9,498$261K0.02%new13F-HRTimeline