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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tandem Financial, LLC15,769$484K0.16%new13F-HRTimeline
Delta Investment Management, LLC15,712$482K0.09%+4,99413F-HRTimeline
CM WEALTH ADVISORS LLC15,667$481K0.1%013F-HRTimeline
Wingate Wealth Advisors, Inc.15,650$480K0.26%-25,73213F-HRTimeline
GenWealth Group, Inc.15,648$480K0.08%+1,39213F-HRTimeline
Integrity Advisory Solutions, LLC15,641$480K0.06%-1,74913F-HRTimeline
Faithward Advisors, LLC11,032$478K0.07%+1,97813F-HRTimeline
Resonant Capital Advisors, LLC15,569$478K0.03%+1,04113F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc15,555$477K0.25%013F-HRTimeline
Cornerstone Planning, LLC15,513$476K0.11%-3213F-HRTimeline
Stokes Family Office, LLC15,510$476K0.05%-92513F-HRTimeline
Basecamp Wealth Advisors LLC15,504$476K0.1%-22513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …15,533$474K<0.01%013F-HRTimelineGroup
Aspen Wealth Strategies, LLC15,429$473K0.25%-37313F-HRTimeline
Maple Capital Management, Inc.15,422$473K0.03%-3,44113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.15,367$471K0.05%-16013F-HRTimeline
HANCOCK WHITNEY CORP14,669$470K0.01%+1,57413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,326$470K0.02%013F-HRTimeline
Darden Wealth Group Inc15,321$470K0.24%+213F-HRTimeline
Prostatis Group LLC15,298$469K0.12%new13F-HRTimeline
Robinhood Asset Management, LLC15,253$468K0.03%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.15,195$466K0.23%+2,66013F-HRTimeline
Safe Harbor Fiduciary, LLC15,159$465K0.44%+12,67813F-HRTimeline
Forefront Analytics, LLC15,119$464K0.42%new13F-HRTimeline
Aegis Wealth Management LLC15,100$463K0.26%013F-HRTimeline
DKM Wealth Management, Inc.15,060$462K0.33%013F-HRTimeline
1832 Asset Management L.P.15,036$461K<0.01%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC15,010$461K0.07%-1,52213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group15,000$460K0.05%013F-HRTimelineGroup
FIDUCIARY FAMILY OFFICE, LLC15,000$460K0.13%013F-HRTimeline
Causey Wealth LLC14,967$459K0.19%new13F-HRTimeline
Blue Trust, Inc.14,954$459K0.01%+4,60913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI14,950$459K0.02%new13F-HRTimeline
Sage Investment Counsel LLC14,948$459K0.51%+2,62313F-HRTimeline
Tenon Financial LLC14,907$457K0.18%013F-HRTimeline
DDD Partners, LLC14,805$454K0.03%-13,03213F-HRTimeline
Greenspring Advisors, LLC14,758$453K0.03%new13F-HRTimeline
Leading Edge Financial Planning LLC14,714$451K0.09%-4613F-HRTimeline
Alley Investment Management Company, LLC14,677$450K0.05%-4413F-HRTimeline
Second Line Capital, LLC13,997$449K0.09%+19613F-HRTimeline
Range Advisory, LLC14,591$448K0.08%-2,68913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,521$446K0.02%+2,42713F-HRTimeline
Sunflower Bank, N.A.14,501$445K0.11%013F-HRTimeline
Secure Asset Management, LLC14,495$445K0.07%-1,41513F-HRTimeline
Stockman Wealth Management, Inc.14,473$444K0.05%+62313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC14,460$444K0.08%+3,03513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS14,458$444K0.02%-2,64013F-HRTimelineGroup
Fairfield Financial Advisors, LTD14,439$443K0.15%-2,64713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,432$443K0.03%013F-HRTimeline
Ballast, Inc.14,415$442K0.1%013F-HRTimeline
Keystone Financial Group14,412$442K0.03%+1,79813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC14,390$441K0.06%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.14,382$441K0.23%+1,37213F-HRTimeline
Axim Planning & Wealth14,379$441K0.54%new13F-HRTimeline
Fortitude Advisory Group L.L.C.14,349$440K0.2%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC16,036$440K0.02%013F-HRTimeline
Acropolis Investment Management, LLC14,333$440K0.02%013F-HRTimeline
Frisch Financial Group, Inc.14,255$437K0.09%+2,55413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,191$435K0.13%-90013F-HRTimeline
Leicht Financial Planning & Wealth Mana…14,185$435K0.2%new13F-HRTimeline
AA Financial Advisors, LLC14,179$435K0.06%+4413F-HRTimeline
Strategic Advisors LLC14,171$435K0.07%+3,92613F-HRTimeline
Topsail Wealth Management, LLC14,142$434K0.06%013F-HRTimeline
Investment Partners Asset Management, I…14,135$434K0.27%-30013F-HRTimeline
LOWE BROCKENBROUGH & CO INC14,076$432K0.02%013F-HRTimeline
Compass Advisory Group LLC14,053$431K0.12%+1,41913F-HRTimeline
Lodestone Wealth Management LLC13,951$428K0.17%+2,56013F-HR/ATimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…13,941$428K0.06%-3,38413F-HRTimeline
Old North State Wealth Management, LLC13,884$426K0.2%-3513F-HRTimeline
Avion Wealth13,859$425K0.09%+13,69213F-HRTimeline
OLD NATIONAL BANCORP /IN/13,821$424K0.01%-1,17913F-HRTimeline
Sensible Money, LLC13,821$424K0.13%-1,96413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC13,797$423K0.08%+16713F-HR/ATimeline
ZynergyRetirementPlanningLLC13,779$423K0.26%-1,52013F-HRTimeline
Grandview Asset Management LLC11,433$422K0.12%+65613F-HRTimeline
Cyr Financial Inc.13,763$422K0.25%-5,08513F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV13,700$420K0.09%+3,03713F-HRTimeline
Clark Capital Management Group, Inc.13,685$420K<0.01%+4,26313F-HRTimeline
Clear Point Advisors Inc.13,671$419K0.33%+1,38113F-HRTimeline
Redwood Family Wealth LLC13,616$418K0.41%+59413F-HRTimeline
WEALTH EFFECTS LLC13,556$416K0.15%013F-HRTimeline
Frederick Financial Consultants, LLC13,546$416K0.21%+3,86113F-HRTimeline
Wealth Architects, LLC13,436$412K0.04%+3813F-HRTimeline
Generation Capital Management LLC13,411$411K0.3%-72013F-HRTimeline
GODSEY & GIBB, INC13,402$411K0.04%+49113F-HRTimeline
Winter & Associates, Inc.13,320$408K0.36%-30613F-HRTimeline
TrustWell Financial Advisors, LLC13,216$405K0.38%new13F-HRTimeline
RM Financial Services, LLC13,190$405K0.35%013F-HRTimeline
Loudon Investment Management, LLC13,161$404K0.22%+5013F-HRTimeline
RKL Wealth Management LLC13,114$402K0.04%-13513F-HRTimeline
Linscomb Wealth, Inc.13,045$400K0.02%new13F-HRTimeline
FIRST HORIZON CORP13,041$400K0.02%-1,36313F-HRTimeline
NovaPoint Capital, LLC13,035$400K0.1%013F-HRTimeline
Future Financial Wealth Managment LLC13,008$399K0.26%+28613F-HRTimeline
Hendershot Investments Inc.12,949$397K0.05%+6,20013F-HRTimeline
Ridgeline Wealth Planning, LLC12,921$396K0.29%-10213F-HRTimeline
GGM Financial LLC12,866$395K0.18%+3013F-HRTimeline
Innova Wealth Partners12,846$394K0.19%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.12,822$393K0.16%+1,33313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC12,800$393K0.07%013F-HRTimeline
Maia Wealth LLC12,775$392K0.07%-31213F-HRTimeline
VISTA FINANCE, LLC12,750$391K0.31%new13F-HRTimeline
Uptown Financial Advisors LLC12,750$391K0.32%-60013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK12,737$391K0.19%-19313F-HRTimeline
Amicus Financial Advisors, LLC12,662$388K0.11%+213F-HRTimeline
Harbor Asset Planning, Inc.12,643$388K0.33%+8513F-HRTimeline
Shakespeare Wealth Management, LLC12,624$387K0.09%-30313F-HRTimeline
Cascade Financial Partners, LLC12,570$386K0.04%-72813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.12,569$386K0.26%-1,25313F-HRTimeline
Stone Summit Wealth LLC12,555$385K0.11%013F-HRTimeline
Ballast Rock Private Wealth LLC12,552$385K0.21%+1,11213F-HRTimeline
True Wealth Design, LLC12,511$384K0.11%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC12,469$383K0.12%-713F-HRTimeline
Helium Advisors LLC12,425$381K0.36%new13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC12,411$381K0.3%new13F-HRTimeline
Crescent Grove Advisors, LLC12,385$380K0.04%-9413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.12,367$379K0.05%-3113F-HRTimeline
Straight Path Wealth Management12,353$379K0.1%+35813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD12,353$379K0.02%-31713F-HRTimeline
DV Trading LLC12,300$377K0.03%new13F-HRTimeline
Capital Investment Counsel, LLC12,286$377K0.05%-7,36613F-HRTimeline
Smith Salley Wealth Management12,201$374K0.02%-4,30513F-HRTimeline
Covington Investment Advisors Inc.12,182$374K0.05%-5,45013F-HRTimeline
FAIRFIELD, BUSH & CO.12,159$373K0.21%+23113F-HRTimeline
Indivisible Partners12,145$373K0.03%+2313F-HRTimeline
J2 Capital Management Inc12,139$372K0.26%+2513F-HRTimeline
WealthPoint Financial, LLC12,126$372K0.31%-3,60313F-HR/ATimeline
PARTNERS WEALTH MANAGEMENT, LLC12,095$371K0.38%013F-HRTimeline
Horizon Investment Services, LLC12,065$370K0.13%+213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp11,970$367K0.02%+1,47713F-HRTimelineGroup
NorthCoast Asset Management LLC11,917$366K0.01%-21113F-HRTimeline
Pegasus Asset Management, Inc.11,906$365K0.12%+87513F-HR/ATimeline
Arta Finance Wealth Management LLC11,880$364K0.18%+2,52113F-HRTimeline
ESL Trust Services, LLC11,867$364K0.07%-52,24613F-HRTimeline
TFB Advisors LLC11,833$363K0.19%+59713F-HRTimeline
Waterfront Wealth Inc.11,808$362K0.07%-47113F-HRTimeline
Tandem Investment Partners LLC11,745$360K0.31%-28213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,720$360K<0.01%-78513F-HRTimeline
J.E. Simmons & Co., P.C.11,719$360K0.24%013F-HRTimeline
VICUS CAPITAL11,679$358K0.03%+42113F-HRTimeline
SK Wealth Management, LLC11,686$358K0.1%+9713F-HRTimeline
RMR Wealth Builders11,669$358K0.03%-54413F-HRTimeline
GoalVest Advisory LLC11,668$358K0.07%-1,76613F-HRTimeline
EagleClaw Capital Managment, LLC11,665$358K0.05%+2,03013F-HRTimeline
SACKS & ASSOCIATES, LLC11,661$358K0.27%+913F-HRTimeline
HM PAYSON & CO11,643$357K0.01%+4,74213F-HRTimeline
Signature Equity Partners, LLC11,629$357K0.19%-67513F-HRTimeline
Autumn Glory Partners, LLC11,572$355K0.13%013F-HRTimeline
Main Street Group, LTD11,481$352K0.1%+3213F-HRTimeline
FreeGulliver LLC11,466$352K0.15%new13F-HRTimeline
UMB Bank, n.a.11,464$352K<0.01%+1,85913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PTM WEALTH MANAGEMENT, LLC11,477$352K0.19%-4,28513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,458$352K0.07%-9,19413F-HRTimeline
FLOW TRADERS U.S. LLC11,451$351K0.01%new13F-HRTimeline
SIMA Wealth Partners, LLC11,413$350K0.27%+513F-HRTimeline
GAMMA Investing LLC11,366$349K0.02%+2,77913F-HRTimeline
Pacific Sage Partners, LLC11,320$347K0.05%013F-HRTimeline
JB Capital LLC11,281$346K0.01%-49513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,252$345K0.13%-41013F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,210$344K<0.01%new13F-HRTimelineGroup
Heck Capital Advisors, LLC11,195$343K0.03%013F-HRTimeline
Heirloom Wealth Management11,181$343K0.06%013F-HRTimeline
Global Trust Asset Management, LLC11,180$343K0.13%013F-HRTimeline
Financial Advisors Network, Inc.11,154$342K0.05%-3,18013F-HRTimeline
ARS Wealth Advisors Group, LLC11,139$342K0.03%new13F-HRTimeline
GatePass Capital, LLC11,094$340K0.17%-2,00013F-HRTimeline
Laraway Financial Advisors Inc11,059$339K0.24%+1113F-HRTimeline
Buck Wealth Strategies, LLC11,033$338K0.04%-1,02313F-HRTimeline
Hamilton Capital, LLC11,007$338K0.02%+76813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC10,988$337K0.24%new13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…10,930$335K0.2%-14013F-HRTimeline
Cherry Tree Wealth Management, LLC10,923$335K0.07%013F-HRTimeline
Herold Advisors, Inc.10,897$334K0.07%new13F-HRTimeline
Castle Rock Wealth Management, LLC10,920$334K0.07%+82613F-HRTimeline
Destination Wealth Management10,849$333K0.01%-6,82213F-HRTimeline
Peak Retirement Planning, Inc.10,837$332K0.07%+8313F-HRTimeline
Roberts Wealth Advisors, LLC10,809$332K0.08%new13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC10,800$331K0.09%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,794$331K0.01%new13F-HRTimeline
apricus wealth, LLC10,769$330K0.16%+3213F-HRTimeline
Leeward Financial Partners, LLC10,741$330K0.1%013F-HRTimeline
Almanack Investment Partners, LLC.10,710$329K0.06%new13F-HRTimeline
Valley Financial Group, Inc.10,695$328K0.18%-1,25013F-HRTimeline
Financial Synergies Wealth Advisors, In…10,677$328K0.03%+53913F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…10,572$324K0.26%+5413F-HRTimeline
Rehmann Capital Advisory Group10,557$324K0.02%-5,84413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,555$324K0.02%-36,10713F-HRTimelineGroup
PARK NATIONAL CORP /OH/10,546$324K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,545$324K0.11%013F-HRTimeline
Forum Private Client Group LLC10,542$323K0.11%+2,43513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN10,500$322K0.03%013F-HRTimeline
LOWERY THOMAS, LLC10,488$322K0.18%+1,03613F-HRTimeline
McElhenny Sheffield Capital Management,…10,425$320K0.08%-45013F-HRTimeline
WOLFF WIESE MAGANA LLC10,373$318K0.18%+47013F-HRTimeline
Jackson Hole Capital Partners, LLC10,362$318K0.05%013F-HRTimeline
Allegiance Financial Group Advisory Ser…10,360$318K0.06%new13F-HRTimeline
Collaborative Wealth Managment Inc.10,340$317K0.15%-30,73513F-HRTimeline
Piscataqua Savings Bank10,318$317K0.22%new13F-HRTimeline
Raub Brock Capital Management LP10,300$316K0.08%+8613F-HRTimeline
Conservest Capital Advisors, Inc.10,235$314K0.03%-18,10013F-HRTimeline