SCHD SCHWAB STRATEGIC TR

COM (fund)

2,126 managers (2,150 13F filers) reported a position in SCHD shares at 2026-06-30, 834,800,965 shares in all. 162 filers opened a position and 78 filers sold out during the quarter.

Managers: 2,126
13F filers: 2,150
New: 162
Added: 1,079
Reduced: 640
Sold out: 78
Shares held by filers: 834,800,965

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Pacific Sage Partners, LLC	11,320	$359K	0.05%	0	13F-HR Timeline
GatePass Capital, LLC	11,317	$359K	0.14%	+223	13F-HR Timeline
Peak Retirement Planning, Inc.	11,317	$359K	0.06%	+480	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	11,294	$358K	0.04%	+3,000	13F-HR Timeline Group
Wealth Management Associates, Inc.	11,249	$357K	0.1%	+3,606	13F-HR Timeline
Legacy Advisory Services, LLC	11,197	$355K	0.25%	+1,039	13F-HR Timeline
Heirloom Wealth Management	11,181	$355K	0.05%	0	13F-HR Timeline
Financial Synergies Wealth Advisors, In…	11,168	$354K	0.03%	+491	13F-HR Timeline
Financial Advisors Network, Inc.	11,139	$353K	0.04%	-15	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	11,113	$352K	0.02%	+4,444	13F-HR Timeline
ANCHOR CAPITAL ADVISORS LLC	11,061	$351K	0.01%	new	13F-HR/A Timeline
Global Trust Asset Management, LLC	11,030	$350K	0.11%	-150	13F-HR Timeline
Rialto Wealth Management, LLC	10,991	$349K	0.07%	+8,651	13F-HR Timeline
LOWERY THOMAS, LLC	10,974	$348K	0.17%	+486	13F-HR Timeline
Atlas Wealth LLC	10,956	$347K	0.05%	new	13F-HR Timeline
GoalVest Advisory LLC	10,936	$347K	0.06%	-732	13F-HR Timeline
Cherry Tree Wealth Management, LLC	10,923	$346K	0.07%	0	13F-HR Timeline
Roberts Wealth Advisors, LLC	10,893	$345K	0.08%	+84	13F-HR Timeline
Noble Wealth Partners LLC	10,881	$345K	0.3%		13F-HR Timeline
Alteri Wealth LLC	10,850	$344K	0.1%	+861	13F-HR Timeline
Apeiron RIA LLC	10,822	$343K	0.09%	-9,757	13F-HR Timeline
WILLIAM JOHN SEMPOLINSKI	10,820	$343K	0.14%	new	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	10,808	$343K	0.05%	new	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	10,805	$343K	0.01%	+11	13F-HR Timeline
Greenhouse Wealth Management, LLC	10,800	$342K	0.24%	-13,125	13F-HR Timeline
NORTHCAPE WEALTH MANAGEMENT, LLC	10,800	$342K	0.09%	0	13F-HR Timeline
apricus wealth, LLC	10,799	$342K	0.16%	+30	13F-HR Timeline
Blake Schutter Theil Wealth Advisors, L…	10,753	$341K	0.23%	+181	13F-HR Timeline
GEM Asset Management, LLC	10,747	$341K	0.13%	+3,312	13F-HR Timeline
Leeward Financial Partners, LLC	10,741	$341K	0.09%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	10,724	$340K	0.03%	+925	13F-HR Timeline
Heck Capital Advisors, LLC	10,695	$339K	0.02%	-500	13F-HR Timeline
Innovative Wealth Building LLC	10,678	$339K	0.2%	+1,443	13F-HR Timeline
Mason Investment Advisory Services, Inc.	10,675	$339K	0.01%	new	13F-HR Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	10,670	$338K	<0.01%	new	13F-HR Timeline Group
IMG Wealth Management, Inc.	10,623	$337K	0.19%	+4,132	13F-HR Timeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …	10,602	$336K	0.08%	new	13F-HR Timeline
Montz Harcus Wealth Management LLC	10,592	$336K	0.12%	new	13F-HR Timeline
Buck Wealth Strategies, LLC	10,551	$335K	0.03%	-482	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	10,545	$334K	0.1%	0	13F-HR Timeline
LOM Asset Management Ltd	10,529	$334K	0.09%	+849	13F-HR Timeline
TRUST CO OF VERMONT	10,521	$334K	0.01%		13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	10,500	$333K	0.03%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	10,429	$331K	0.15%	+56	13F-HR Timeline
McElhenny Sheffield Capital Management,…	10,425	$331K	0.08%	0	13F-HR Timeline
Collaborative Wealth Managment Inc.	10,399	$330K	0.14%	+59	13F-HR Timeline
Tiller Private Wealth, Inc.	10,396	$330K	0.1%	+176	13F-HR Timeline
Conservest Capital Advisors, Inc.	10,330	$328K	0.03%	+95	13F-HR Timeline
Cascade Wealth Advisors, Inc	9,660	$327K	0.13%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	10,317	$327K	0.23%	-13,066	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	10,274	$326K	0.01%	new	13F-HR Timeline Group
Valley Financial Group, Inc.	10,224	$324K	0.16%	-471	13F-HR Timeline
Procyon Advisors, LLC	10,203	$324K	0.01%	+1,094	13F-HR Timeline
BridgePort Financial Solutions, LLC	10,160	$322K	0.08%	new	13F-HR Timeline
Centerpoint Advisory Group	10,158	$322K	0.2%	0	13F-HR Timeline
Merited Wealth, LLC	10,130	$321K	0.23%	-13,111	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	10,127	$321K	0.03%	-41,742	13F-HR Timeline Group
Thrive Capital Management, LLC	10,110	$321K	0.06%	+761	13F-HR Timeline
Spectrum Advisors, Inc.	10,065	$319K	0.23%	0	13F-HR Timeline
Clarendon Private LLC	10,039	$318K	0.2%	+79	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	10,011	$317K	0.2%	-2,558	13F-HR Timeline
Dorsey & Whitney Trust CO LLC	10,000	$317K	0.02%	0	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	9,986	$317K	0.02%	0	13F-HR Timeline
MBL Wealth, LLC	9,926	$315K	0.02%	0	13F-HR Timeline
Empire Financial Management Company, LLC	9,918	$314K	0.12%	+119	13F-HR Timeline
Heritage Trust Co	9,916	$314K	0.03%	0	13F-HR Timeline
WOODWARD DIVERSIFIED CAPITAL, LLC	9,914	$314K	0.14%	0	13F-HR Timeline
Veracity Capital LLC	9,909	$314K	0.08%	0	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	9,908	$314K	0.06%	-1,550	13F-HR Timeline
Lewis Asset Management, LLC	9,905	$314K	0.11%	+1,400	13F-HR Timeline
Boomfish Wealth Group, LLC	9,898	$314K	0.14%	+625	13F-HR Timeline
Investmark Advisory Group LLC	9,872	$313K	0.12%	-200	13F-HR Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC	9,857	$313K	<0.01%	0	13F-HR Timeline Group
Maple Capital Management, Inc.	9,850	$312K	0.02%	-5,572	13F-HR Timeline
Trinity Legacy Partners, LLC	9,450	$312K	0.06%	-310	13F-HR Timeline
North Capital, Inc.	9,834	$312K	0.24%	+1,398	13F-HR Timeline
Everest Private Wealth	9,790	$310K	0.12%	new	13F-HR Timeline
R. W. Roge & Company, Inc.	9,785	$310K	0.13%	0	13F-HR Timeline
River Wealth Advisors LLC	9,774	$310K	0.03%	-221	13F-HR/A Timeline
Virtue Capital Management, LLC	9,746	$309K	0.04%	new	13F-HR Timeline
MeadowBrook Investment Advisors LLC	9,737	$309K	0.24%	-445	13F-HR Timeline
Symphony Financial, Ltd. Co.	9,706	$309K	0.03%	new	13F-HR Timeline
Piscataqua Savings Bank	9,718	$308K	0.21%	-600	13F-HR Timeline
Western Reserve Capital Management, LLC	9,696	$307K	0.23%	0	13F-HR Timeline
Burford Brothers, Inc.	9,694	$307K	0.11%	+1	13F-HR Timeline
ESL Trust Services, LLC	9,667	$307K	0.05%	-2,200	13F-HR Timeline
Main Street Group, LTD	9,664	$306K	0.07%	-1,817	13F-HR Timeline
Fairfield Financial Advisors, LTD	9,646	$306K	0.12%	-4,793	13F-HR Timeline
Johnson Bixby & Associates, LLC	9,642	$306K	0.03%	0	13F-HR Timeline
Allegiance Financial Group Advisory Ser…	9,631	$305K	0.05%	-729	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	9,585	$304K	0.08%	0	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	9,556	$303K	0.2%	new	13F-HR Timeline
FULTON BREAKEFIELD BROENNIMAN LLC	9,527	$302K	0.02%	+625	13F-HR Timeline
OAKWORTH CAPITAL, INC.	9,482	$301K	0.01%	0	13F-HR Timeline
Provident Wealth Management, LLC	9,442	$299K	0.08%	+341	13F-HR Timeline
ATLas Financial Planning LLC	9,441	$299K	0.24%	+2	13F-HR Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC	9,437	$299K	<0.01%	+2,077	13F-HR Timeline Group
HCR Wealth Advisors	9,407	$298K	0.03%	+563	13F-HR Timeline
Caitlin John, LLC	9,336	$296K	0.16%	+9,179	13F-HR Timeline
Trivium Point Advisory, LLC	9,304	$295K	0.03%	+633	13F-HR Timeline
Impact Partnership Wealth, LLC	9,283	$294K	0.03%	new	13F-HR Timeline
Welch Group, LLC	9,258	$294K	0.01%	+2,534	13F-HR Timeline
Bellwether Advisors, LLC	9,252	$293K	0.04%	new	13F-HR Timeline
WHITTIER TRUST CO	9,093	$293K	<0.01%	+911	13F-HR Timeline
Bulwark Capital Corp	9,204	$292K	0.16%	-25	13F-HR Timeline
ATLANTIC FAMILY WEALTH, LLC	9,173	$291K	0.19%	-1,815	13F-HR Timeline
Alpha Financial Partners LLC	9,172	$291K	0.15%	new	13F-HR Timeline
BURNEY CO/	9,171	$291K	0.01%	new	13F-HR Timeline
MidFirst Bank	9,116	$289K	0.02%	0	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	9,104	$289K	0.01%	-45	13F-HR Timeline Group
ARGUS INVESTORS' COUNSEL, INC.	9,077	$288K	0.22%	0	13F-HR Timeline
WESPAC Advisors SoCal, LLC	9,075	$288K	0.05%	0	13F-HR Timeline
Klingman & Associates, LLC	9,074	$288K	0.01%	0	13F-HR Timeline
Crestwood Advisors Group, LLC	9,033	$286K	<0.01%	0	13F-HR Timeline
Quotient Wealth Partners, LLC	9,013	$286K	0.01%	+1,644	13F-HR Timeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC	8,989	$285K	0.1%	+136	13F-HR Timeline Group
Hunter Perkins Capital Management, LLC	8,985	$285K	0.06%	0	13F-HR Timeline
Wealth Alliance Advisory Group, LLC	8,967	$284K	0.04%	+603	13F-HR Timeline
BDFS Capital LLC	8,962	$284K	0.12%	+1	13F-HR Timeline
Faithward Advisors, LLC	8,947	$284K	0.03%	-2,085	13F-HR Timeline
CPR Investments Inc.	8,918	$283K	0.22%	new	13F-HR Timeline
WEST PACES ADVISORS INC.	8,903	$282K	0.05%	+7	13F-HR Timeline
Hamrick Investment Counsel, llc	8,893	$282K	0.19%	-202	13F-HR Timeline
Serenus Wealth Advisors, LLC	8,883	$282K	0.05%	0	13F-HR Timeline
Lansing Street Advisors	8,871	$281K	0.06%	+70	13F-HR Timeline
Fortune Financial Group, Inc.	8,863	$281K	0.22%	new	13F-HR Timeline
Landing Point Financial Group, LLC	8,837	$280K	0.1%	+116	13F-HR Timeline
ROBERTS GLORE & CO INC /IL/	8,835	$280K	0.07%	0	13F-HR Timeline
Daviman Financial, LLC	8,832	$280K	0.15%	0	13F-HR Timeline
Legacy Financial Group LLC	8,808	$279K	0.03%	0	13F-HR Timeline
KWMG, LLC	8,804	$279K	0.02%	+933	13F-HR Timeline
TCI Wealth Advisors, Inc.	8,759	$278K	0.01%	-129	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	8,750	$277K	0.09%	+1,180	13F-HR Timeline
LAZARI CAPITAL MANAGEMENT, INC.	8,747	$277K	0.09%	+930	13F-HR Timeline
Gallagher Capital Advisors, LLC	8,742	$277K	0.16%	new	13F-HR Timeline
Palouse Capital Management, Inc.	8,738	$277K	0.17%	+5,062	13F-HR Timeline
Santori & Peters, Inc.	8,735	$277K	0.08%	new	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	8,733	$277K	0.03%	+436	13F-HR Timeline
Clientfirst Wealth Management, LLC	8,700	$276K	0.23%	0	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	8,680	$275K	0.01%	new	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	8,680	$275K	0.05%	+7	13F-HR Timeline
Solstein Capital, LLC	8,660	$275K	0.09%	+5,290	13F-HR Timeline
FSA Advisors, Inc.	8,648	$274K	0.13%	new	13F-HR/A Timeline
CarsonAllaria Wealth Management, Ltd.	8,649	$274K	0.12%	new	13F-HR Timeline
Portland Financial Advisors Inc	8,612	$273K	0.5%	+802	13F-HR Timeline
QUANTUM FINANCIAL PARTNERS LLC	8,597	$273K	0.14%		13F-HR Timeline
L. Roy Papp & Associates, LLP	8,595	$273K	0.03%	0	13F-HR Timeline
International Private Wealth Advisors L…	8,590	$272K	0.14%	-561	13F-HR Timeline
Proficio Capital Partners LLC	8,577	$272K	0.01%	0	13F-HR Timeline
Harfst & Associates, Inc.	8,552	$271K	0.04%	-475	13F-HR Timeline
Bright Futures Wealth Management, LLC.	8,550	$271K	0.18%	new	13F-HR Timeline
Argos Wealth Advisors, LLC	8,535	$271K	0.07%	0	13F-HR Timeline
Coston, McIsaac & Partners	8,554	$270K	0.05%	+5,788	13F-HR Timeline
Birch Hill Investment Advisors LLC	8,500	$270K	0.01%	0	13F-HR Timeline
TRUST POINT INC.	8,494	$269K	0.02%	new	13F-HR Timeline
Smart Money Group LLC	8,487	$269K	0.07%	+42	13F-HR Timeline
Fortis Group Advisors, LLC	8,474	$269K	0.04%	-807	13F-HR Timeline
JAG CAPITAL MANAGEMENT, LLC	8,454	$268K	0.03%	+19	13F-HR Timeline
Roble, Belko & Company, Inc	8,458	$268K	0.03%	+191	13F-HR Timeline
Black Diamond Financial, LLC	8,418	$267K	0.02%	new	13F-HR Timeline
DV Trading LLC	8,400	$266K	0.02%	-3,900	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	8,396	$266K	0.03%	+27	13F-HR Timeline
BlackDiamond Wealth Management, LLC	7,774	$266K	0.11%	new	13F-HR Timeline
Elm Partners Management LLC	8,382	$266K	0.01%	+374	13F-HR/A Timeline
Broadleaf Partners, LLC	8,377	$266K	0.05%	+321	13F-HR Timeline
Thompson David Blair	8,374	$266K	0.13%	-899	13F-HR Timeline
Cynosure Group, LLC	8,355	$265K	0.04%	0	13F-HR Timeline
Bauman Advisory Group, LLC	8,354	$265K	0.14%	-135,091	13F-HR Timeline
TBH Global Asset Management, LLC	8,350	$265K	0.05%	+14	13F-HR Timeline
Syntegra Private Wealth Group, LLC	8,317	$264K	0.02%	0	13F-HR Timeline
Geneva Partners, LLC	8,311	$264K	0.07%	new	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	8,296	$263K	0.01%	-732	13F-HR Timeline
Ballast Financial Advisors LLC	8,276	$262K	0.24%	-115	13F-HR Timeline
X-Square Capital, LLC	8,267	$262K	0.07%	new	13F-HR Timeline
Sightline Wealth Advisors, LLC	8,257	$262K	0.1%	+1,515	13F-HR Timeline
Carter Financial, LLC	8,251	$262K	0.2%	0	13F-HR Timeline
XXI WEALTH, LLC	8,199	$260K	0.12%	+62	13F-HR Timeline
Finer Wealth Management, Inc.	8,195	$260K	0.12%	-82	13F-HR Timeline
Diversified Portfolios, Inc.	8,177	$259K	0.02%	new	13F-HR Timeline
Crews Bank & Trust	8,155	$259K	0.03%	-305	13F-HR Timeline
YANKCOM Partnership	8,130	$258K	0.09%	0	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	8,122	$258K	0.02%	+59	13F-HR Timeline
Confluence Wealth Services, Inc.	8,103	$257K	0.01%	new	13F-HR Timeline
Westmount Partners, LLC	8,084	$256K	0.06%	new	13F-HR Timeline
HMV Wealth Advisors, LLC	8,077	$256K	0.1%	0	13F-HR Timeline
Well Done, LLC	8,067	$256K	0.03%	-933	13F-HR Timeline
Stonebridge Financial Group, LLC	8,055	$255K	0.02%	0	13F-HR Timeline
Blue Sky Capital Consultants Group, Inc.	8,046	$255K	0.11%	-500	13F-HR Timeline
Falcon Wealth Planning	8,035	$255K	0.02%	+462	13F-HR Timeline
Wagner Wealth Management, LLC	8,026	$255K	0.05%	+63	13F-HR Timeline
Midwest Capital Advisors, LLC	8,014	$254K	0.1%	0	13F-HR Timeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC	7,937	$252K	0.15%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	7,926	$251K	<0.01%	new	13F-HR Timeline Group
WealthCollab, LLC	7,914	$251K	0.09%	+9	13F-HR Timeline
CAPE ANN SAVINGS BANK	7,910	$251K	0.12%	0	13F-HR Timeline
New Hampshire Trust	7,898	$250K	0.05%	+1,193	13F-HR Timeline
Osprey Private Wealth LLC	7,893	$250K	0.06%	0	13F-HR Timeline
BARCLAYS PLCin group BARCLAYS PLC	7,868	$249K	<0.01%	+5,868	13F-HR Timeline Group
Peak Financial Management, Inc.	7,802	$247K	0.06%	0	13F-HR Timeline
Pacific Point Advisors, LLC	7,755	$246K	0.11%	-15	13F-HR Timeline