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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Freedom, LLC5,046$138K0.07%+2,59513F-HRTimeline
Empowered Funds, LLC4,955$135K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.4,905$134K0.12%13F-HRTimeline
KIECKHEFER GROUP LLC4,755$130K0.08%13F-HRTimeline
Stonebridge Financial Group, LLC4,743$130K0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC4,644$127K0.01%+3,09613F-HRTimeline
Abound Wealth Management4,627$126K0.04%+3,11213F-HRTimeline
Disciplined Equity Management, Inc.4,497$123K0.08%+2,99813F-HRTimeline
Transcendent Capital Group LLC4,313$118K0.06%+2,74513F-HRTimeline
WEST PACES ADVISORS INC.4,281$117K0.03%+2,79313F-HRTimeline
Truvestments Capital LLC4,230$116K0.03%+4,19913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,161$114K0.02%+2,72413F-HRTimeline
WR Wealth Planners, LLC4,080$111K0.04%+2,73213F-HRTimeline
Mechanics Financial Corp3,858$105K0.05%new13F-HRTimeline
Peachtree Investment Partners, LLC3,853$105K0.04%+2,45813F-HRTimeline
Prestige Wealth Management Group LLC3,732$102K0.02%+2,48813F-HR/ATimeline
Bellwether Advisors, LLC3,720$102K0.02%new13F-HRTimeline
Palouse Capital Management, Inc.3,661$100K0.07%+2,14013F-HRTimeline
United Community Bankin group United Community Bank3,600$98.4K0.04%new13F-HRTimelineGroup
BALLAST ADVISORS LLC3,561$97.3K0.03%+2,37413F-HRTimeline
Balentine LLC3,444$94.1K<0.01%+2,29613F-HRTimeline
Avalon Trust Co3,420$93.4K0.01%+2,28013F-HRTimeline
MCF Advisors LLC3,311$90.5K0.01%+2,55913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,294$90K<0.01%+2,29313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Red Tortoise LLC3,262$89.1K0.05%+2,18113F-HRTimeline
CURIO WEALTH, LLC3,240$88.5K0.05%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV3,228$88K0.03%+2,16213F-HRTimeline
Decker Retirement Planning Inc.3,215$87.8K0.05%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,188$87.1K0.06%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,176$86.8K0.01%+2,28413F-HRTimeline
MilWealth Group LLC3,168$86.5K0.02%+2,83813F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,045$83.2K0.01%+2,03013F-HRTimeline
Headlands Technologies LLC3,004$82.1K0.01%-5,72213F-HRTimeline
Fortitude Family Office, LLC2,985$81.5K0.03%+1,41013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,984$81.5K<0.01%new13F-HR/ATimeline
Financial Life Planners2,918$79.7K0.07%13F-HRTimeline
LEE DANNER & BASS INC2,825$77.2K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.2,802$76.6K0.01%+1,86813F-HRTimeline
SJS Investment Consulting Inc.2,775$75.8K0.01%+1,85013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,733$74.7K<0.01%+1,82213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,700$73.8K<0.01%new13F-HR/ATimelineGroup
Aventura Private Wealth, LLC2,682$73.3K0.04%13F-HRTimeline
Glen Eagle Advisors, LLC2,620$71.6K0.01%+1,61013F-HRTimeline
Quent Capital, LLC2,591$70.8K0.01%+2,07413F-HRTimeline
GROUP ONE TRADING LLC2,533$69.2K<0.01%new13F-HR/ATimeline
Coppell Advisory Solutions LLC2,487$67.7K0.01%+2,07713F-HRTimeline
Riggs Asset Managment Co. Inc.2,441$66.5K0.02%+1,63413F-HRTimeline
Lindbrook Capital, LLC2,400$65.6K0.01%+1,70913F-HRTimeline
LRI Investments, LLC2,391$65.3K0.01%-33813F-HRTimeline
Rialto Wealth Management, LLC2,340$63.9K0.02%13F-HRTimeline
Global Trust Asset Management, LLC2,285$62.4K0.02%+1,52313F-HRTimeline
Vermillion & White Wealth Management Gr…2,244$61.3K0.05%+1,49613F-HRTimeline
Robinswood Financial LLC2,230$60.9K0.02%+1,48713F-HRTimeline
Global Wealth Strategies & Associates2,230$60.9K0.02%+1,52013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,173$59.4K0.01%+1,88513F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.2,169$59.3K0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,136$58.4K<0.01%+1,42413F-HRTimeline
Roxbury Financial LLC1,917$56.6K0.05%13F-HRTimeline
Hexagon Capital Partners LLC2,062$56.3K0.01%+1,39413F-HRTimeline
Hanson & Doremus Investment Management1,923$53K0.01%+91713F-HRTimeline
Anderson Financial Strategies, LLC1,875$51.2K0.03%13F-HRTimeline
Addison Advisors LLC1,863$50.9K0.01%+1,24213F-HRTimeline
WASHINGTON TRUST Co1,834$50.1K<0.01%+1,58913F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,827$49.9K0.01%+1,21813F-HRTimeline
Founders Capital Management1,800$49.2K0.03%+1,20013F-HRTimeline
Venturi Wealth Management, LLC1,791$48.9K<0.01%+1,19613F-HRTimeline
Indiana Trust & Investment Management Co1,747$47.7K0.02%+81813F-HRTimeline
PSI Advisors, LLC1,732$47.3K0.01%+1,48913F-HRTimeline
Clean Yield Group1,698$46.4K0.01%+1,13213F-HRTimeline
Compass Financial Services Inc1,690$46.2K0.03%13F-HRTimeline
True Wealth Design, LLC1,585$43.3K0.02%+1,05813F-HRTimeline
Fairfield Financial Advisors, LTD1,552$42.4K0.01%+1,03913F-HRTimeline
Castleview Partners, LLC1,538$41.9K0.02%+1,02813F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.1,500$41K0.02%+1,00013F-HRTimeline
Operose Advisors LLC1,494$40.8K0.01%+99613F-HRTimeline
First Horizon Advisors, Inc.1,470$40.2K<0.01%+1,15013F-HRTimeline
Dakota Community Bank & Trust NA1,450$39.6K0.19%new13F-HRTimeline
Frazier Financial Advisors, LLC1,440$39.2K0.03%+1,39013F-HRTimeline
BARRETT & COMPANY, INC.1,357$37.1K0.02%+95313F-HRTimeline
Cassady Schiller Wealth Management, LLC1,350$36.9K0.01%+90013F-HRTimeline
Avion Wealth1,339$36K0.01%+84313F-HRTimeline
Nova Wealth Management, Inc.1,316$35.9K0.03%13F-HRTimeline
Kennebec Savings Bank1,292$35.3K0.04%+92113F-HRTimeline
Millstone Evans Group, LLC1,276$34.9K0.02%13F-HRTimeline
Signature Resources Capital Management,…1,245$34K0.03%+83013F-HRTimeline
Householder Group Estate & Retirement S…1,235$33K0.02%-107,63113F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,200$32.8K0.01%new13F-HRTimeline
Human Investing LLC1,191$32.5K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1,176$32.1K0.01%+78413F-HRTimeline
Morton Brown Family Wealth, LLC1,152$31.5K0.01%+76813F-HRTimeline
Olistico Wealth, LLC1,118$30.6K0.02%+74813F-HRTimeline
IFS Advisors, LLC1,078$29.4K0.02%+69913F-HRTimeline
Mountain Hill Investment Partners Corp.1,048$28.6K0.03%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,041$28.4K<0.01%+77713F-HRTimeline
PFG Private Wealth Management, LLC1,029$28.1K0.02%+68613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…975$26.6K0.01%+65013F-HRTimeline
Hoese & Co LLP966$26.4K0.02%new13F-HRTimeline
Central Pacific Bank - Trust Division906$24.8K<0.01%+60413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS876$23.9K0.01%+58613F-HRTimeline
Federation des caisses Desjardins du Qu…861$23.5K<0.01%-1413F-HRTimeline
Fourth Dimension Wealth, LLC837$22.9K0.01%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC812$22.2K<0.01%+15113F-HRTimeline
City State Bank810$22.1K0.01%+54013F-HRTimeline
PrairieView Partners, LLC807$22K<0.01%+54913F-HRTimeline
FIRST COMMUNITY TRUST NA804$22K0.02%+53613F-HRTimeline
Dunhill Financial, LLC777$21.2K0.01%+51813F-HRTimeline
Atlatl Advisers LLC747$20.4K0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.741$20.3K0.01%+49613F-HRTimeline
Covestor Ltd725$20K0.01%+51013F-HRTimeline
STEPH & CO700$19.1K0.01%+50013F-HRTimeline
West Oak Capital, LLC69,630$19K0.67%+46,04013F-HR/ATimeline
Painted Porch Advisors LLC686$18.7K0.01%+54813F-HRTimeline
Sage Mountain Advisors LLC660$18K<0.01%+44013F-HRTimeline
West Branch Capital LLC659$18K0.01%+44113F-HRTimeline
Iron Horse Wealth Management, LLC651$17.8K0.01%+43613F-HRTimeline
CHELSEA COUNSEL CO650$17.8K0.01%+60013F-HRTimeline
Heritage Wealth Advisors630$17.2K<0.01%+42013F-HRTimeline
SWAN Capital LLC609$16.6K0.01%+40813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST600$16.4K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …600$16.4K0.01%+40013F-HRTimeline
First Pacific Financial591$16.1K<0.01%+55013F-HRTimeline
SYNTAX RESEARCH, INC.568$15.5K0.01%+38013F-HRTimeline
Windsor Advisory Group, LLC567$15.5K0.02%-1,01713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP526$14.4K<0.01%+35013F-HRTimeline
Perritt Capital Management Inc525$14.3K0.01%+35013F-HRTimeline
Versant Capital Management, Inc520$14.2K<0.01%+34813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP474$12.9K<0.01%-48413F-HRTimelineGroup
High Note Wealth, LLC450$12.3K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC450$12.3K<0.01%+30013F-HRTimeline
Minot DeBlois Advisors LLC447$12.2K0.01%13F-HRTimeline
Catherine Avery Investment Management L…444$12.1K0.01%13F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT426$11.6K<0.01%+28413F-HRTimeline
Security National Bank417$11.4K<0.01%+27813F-HRTimeline
VSM Wealth Advisory, LLC414$11.3K<0.01%13F-HRTimeline
Kozak & Associates, Inc.383$10.5K<0.01%-29713F-HRTimeline
Financial Management Professionals, Inc.375$10.2K<0.01%+25013F-HRTimeline
Capital A Wealth Management, LLC360$9.84K0.02%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.334$9.12K0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.275$8.88K0.01%13F-HRTimeline
Legacy Bridge, LLC300$8.2K<0.01%+20013F-HRTimeline
Noble Wealth Management PBC300$8.2K0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC29,646$8.1K0.46%+18,83213F-HR/ATimeline
SITTNER & NELSON, LLC270$7.38K<0.01%+22213F-HRTimeline
EPG Wealth Management LLC260$7.12K<0.01%-41813F-HRTimeline
BIRCHBROOK, INC.243$6.65K<0.01%+16213F-HRTimeline
Cornerstone National Bank & Trust Co243$6.64K<0.01%+16213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC77$6.49K<0.01%new13F-HRTimelineGroup
Lowe Wealth Advisors, LLC225$6.15K<0.01%+15013F-HRTimeline
Gleason Group, Inc.218$5.96K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP211$5.75K<0.01%+14113F-HRTimeline
Beaird Harris Wealth Management, LLC193$5.26K<0.01%+12913F-HRTimeline
HighMark Wealth Management LLC189$5.15K<0.01%+12713F-HRTimeline
Citizens National Bank Trust Department180$4.92K<0.01%+12013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.174$4.75K<0.01%+11613F-HRTimeline
Bray Capital Advisors163$4.45K<0.01%+7213F-HRTimeline
Park Square Financial Group, LLC152$4.15K<0.01%13F-HRTimeline
New Millennium Group LLC147$4.03K<0.01%+9713F-HRTimeline
IAG Wealth Partners, LLC144$3.93K<0.01%-38313F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC124$3.39K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.120$3.3K0.3%-29,54713F-HRTimeline
General Partner, Inc.120$3.28K<0.01%new13F-HRTimeline
Kentucky Trust Co105$2.87K<0.01%13F-HRTimeline
GeoWealth Management, LLC93$2.54K<0.01%+6213F-HRTimeline
Private Wealth Management Group, LLC85$2.31K<0.01%+5713F-HRTimeline
Winch Advisory Services, LLC81$2.21K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC73$1.98K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc69$1.89K<0.01%+4613F-HRTimeline
Reyes Financial Architecture, Inc.64$1.75K<0.01%13F-HRTimeline
Whipplewood Advisors, LLC62$1.69K<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.60$1.69K<0.01%013F-HRTimeline
Finley Financial, LLC45$1.25K<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC45$1.23K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.39$1.06K<0.01%new13F-HRTimeline
Keener Financial Planning LLC72$1K<0.01%new13F-HRTimeline
Hemington Wealth Management54$1K<0.01%013F-HRTimeline
Briaud Financial Planning Inc44$1K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC36$1K<0.01%+2413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21$1K<0.01%+1113F-HRTimelineGroup
Safe Harbor Fiduciary, LLC36$984<0.01%+1713F-HRTimeline
North Ridge Wealth Advisors, Inc.33$902<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC24$662<0.01%-37513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$662<0.01%-37513F-HRTimelineGroup
Fairman Group, LLC21$579<0.01%+1413F-HRTimeline
NewSquare Capital LLC15$410<0.01%+1013F-HRTimeline
Mattson Financial Services, LLC2$169<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC2$55<0.01%new13F-HRTimeline
Eukles Asset Management2$55<0.01%new13F-HRTimeline
Demars Financial Group, LLC805,148$29.5K+794,96713F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC8,808$241Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.