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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HCR Wealth Advisors7,188$201K0.03%new13F-HRTimeline
Archer Investment Corp7,134$199K0.05%+1,26113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,039$197K<0.01%-71613F-HRTimeline
Activest Wealth Management6,974$195K0.05%-45013F-HRTimeline
Hendershot Investments Inc.6,749$189K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,690$187K0.01%+2,04613F-HRTimeline
Tortoise Investment Management, LLC6,666$186K0.02%-21613F-HR/ATimeline
West Financial Advisors, LLC6,644$186K0.04%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management6,636$186K0.03%13F-HRTimelineGroup
TD Waterhouse Canada Inc.6,594$184K<0.01%-72413F-HRTimeline
Bullock Wealth Management Group6,247$174K0.1%+4113F-HRTimeline
Roble, Belko & Company, Inc6,086$170K0.03%+4213F-HRTimeline
Greenline Partners, LLC3,109$167K0.03%new13F-HRTimeline
DecisionPoint Financial, LLC5,858$164K0.05%new13F-HRTimeline
Hughes Financial Services, LLC5,794$161K0.03%-2,51013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,294$148K<0.01%+2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
THURSTON, SPRINGER, MILLER, HERD & TITA…5,291$148K0.02%-46313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,080$142K0.19%-10813F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.4,905$137K0.13%013F-HRTimeline
Stonebridge Financial Group, LLC4,806$134K0.01%+6313F-HRTimeline
Private Wealth Asset Management, LLC4,650$130K0.02%13F-HRTimeline
Wilmington Savings Fund Society, FSB4,629$129K<0.01%-14,87713F-HRTimeline
LGT Financial Advisors LLC4,323$121K0.37%-1,58113F-HRTimeline
WEST PACES ADVISORS INC.4,289$120K0.03%+813F-HRTimeline
Grey Ledge Advisors, LLC4,285$120K0.03%new13F-HRTimeline
Iron Horse Wealth Management, LLC4,157$116K0.04%+3,50613F-HRTimeline
Cheviot Value Management, LLC4,412$114K0.01%new13F-HRTimeline
Rossby Financial, LCC4,395$113K0.05%new13F-HRTimeline
Copia Wealth Management4,030$113K0.1%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,901$109K0.01%-26013F-HRTimeline
Cooksen Wealth, LLC1,342$108K0.11%new13F-HRTimeline
Mechanics Financial Corp3,858$108K0.05%013F-HRTimeline
Prestige Wealth Management Group LLC3,732$104K0.02%013F-HR/ATimeline
HighMark Wealth Management LLC3,731$104K0.06%+3,54213F-HRTimeline
Bellwether Advisors, LLC3,720$104K0.02%013F-HRTimeline
Palouse Capital Management, Inc.3,661$102K0.07%013F-HRTimeline
United Community Bankin group United Community Bank3,600$101K0.04%013F-HRTimelineGroup
BALLAST ADVISORS LLC3,561$99.6K0.03%013F-HRTimeline
Ridgewood Investments LLC3,540$99K0.05%-2,55013F-HRTimeline
Catherine Avery Investment Management L…3,447$96.4K0.09%+3,00313F-HRTimeline
Balentine LLC3,444$96.3K<0.01%013F-HRTimeline
Stephens Consulting, LLC3,430$95.9K0.02%-9,89313F-HRTimeline
Avalon Trust Co3,420$95.6K0.01%013F-HRTimeline
Red Tortoise LLC3,274$91.6K0.05%+1213F-HRTimeline
MCF Advisors LLC3,199$89.4K0.01%-11213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,068$85.8K0.06%-12013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$83.9K0.02%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,984$83.4K<0.01%013F-HRTimeline
Abound Wealth Management2,979$83.3K0.03%-1,64813F-HRTimeline
SJS Investment Consulting Inc.2,775$77.6K0.01%013F-HRTimeline
Aventura Private Wealth, LLC2,709$75.7K0.04%+2713F-HRTimeline
Smallwood Wealth Investment Management,…2,688$75.2K0.05%new13F-HRTimeline
Wayfinding Financial, LLC2,636$73K0.03%new13F-HRTimeline
Center for Financial Planning, Inc.2,598$72.6K0.01%-20413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,553$71.4K0.02%-62313F-HRTimeline
CNB Bank2,550$71.3K0.04%-3,71213F-HRTimeline
Riggs Asset Managment Co. Inc.2,463$68.9K0.02%+2213F-HRTimeline
Glen Eagle Advisors, LLC2,450$68.5K0.01%-17013F-HRTimeline
Lindbrook Capital, LLC2,400$67.1K0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,340$65.4K0.02%013F-HRTimeline
Robinswood Financial LLC2,230$62.4K0.02%013F-HRTimeline
Global Wealth Strategies & Associates2,230$62.4K0.02%013F-HRTimeline
North Capital, Inc.2,227$62.3K0.06%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,169$60.6K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,169$60K0.02%-1,05913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,136$59.7K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC2,121$59.3K0.01%+5913F-HRTimeline
Pandora Wealth, Inc.2,100$58.7K0.04%13F-HRTimeline
Keystone Global Partners, LLC1,992$55.7K0.04%13F-HRTimeline
Roxbury Financial LLC1,935$55.2K0.05%+1813F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,923$53.8K0.02%+9613F-HRTimeline
Anderson Financial Strategies, LLC1,875$52.4K0.03%013F-HRTimeline
Addison Advisors LLC1,863$52.1K0.01%013F-HRTimeline
Financial Freedom, LLC1,835$51.3K0.03%-3,21113F-HRTimeline
Founders Capital Management1,800$50.3K0.03%013F-HRTimeline
Disciplined Equity Management, Inc.1,777$49.7K0.03%-2,72013F-HRTimeline
WASHINGTON TRUST Co1,749$48.9K<0.01%-8513F-HRTimeline
Indiana Trust & Investment Management Co1,747$48.8K0.02%013F-HRTimeline
PSI Advisors, LLC1,734$48.5K0.02%+213F-HRTimeline
Quent Capital, LLC1,734$48.5K0.01%-85713F-HRTimeline
Compass Financial Services Inc1,705$47.7K0.03%+1513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,700$47.5K<0.01%-1,00013F-HR/ATimelineGroup
BARRETT & COMPANY, INC.1,698$47.5K0.02%+34113F-HRTimeline
NFSG Corp1,511$42.3K0.01%-10,02213F-HRTimeline
Dunhill Financial, LLC1,502$42K0.02%+72513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,500$41.9K0.02%013F-HRTimeline
Operose Advisors LLC1,494$41.8K0.01%013F-HRTimeline
Westside Investment Management, Inc.1,469$41.1K0.01%+1,43013F-HRTimeline
Kennebec Savings Bank1,468$41K0.04%+17613F-HRTimeline
Hanson & Doremus Investment Management1,475$41K0.01%-44813F-HRTimeline
MTM Investment Management, LLC1,422$39.6K0.02%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,381$38.6K0.02%+50513F-HRTimeline
Avion Wealth1,339$36K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,276$35.7K0.02%013F-HRTimeline
Signature Resources Capital Management,…1,245$34.8K0.03%013F-HRTimeline
Decker Retirement Planning Inc.1,219$34.1K0.02%-1,99613F-HRTimeline
Binnacle Investments Inc1,218$34.1K0.02%13F-HRTimeline
Frazier Financial Advisors, LLC1,192$33.3K0.03%-24813F-HRTimeline
Morton Brown Family Wealth, LLC1,158$32.4K0.01%+613F-HRTimeline
True Wealth Design, LLC1,089$30.4K0.01%-49613F-HRTimeline
IFS Advisors, LLC1,078$30.1K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,058$29.6K<0.01%+19713F-HRTimeline
Fortitude Family Office, LLC1,050$29.4K0.01%-1,93513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,041$29.1K<0.01%013F-HRTimeline
MilWealth Group LLC990$27.7K0.01%-2,17813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…975$27.3K0.01%013F-HRTimeline
Hoese & Co LLP966$27K0.02%013F-HRTimeline
Opal Wealth Advisors, LLC956$26.7K0.01%new13F-HRTimeline
Painted Porch Advisors LLC945$26.4K0.01%+25913F-HRTimeline
Fourth Dimension Wealth, LLC887$24.8K0.01%+5013F-HRTimeline
Nova Wealth Management, Inc.870$24.3K0.02%-44613F-HR/ATimeline
Tradewinds Capital Management, LLC830$23.2K0.01%+82813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC812$22.7K<0.01%013F-HRTimeline
City State Bank810$22.6K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA804$22.5K0.02%013F-HRTimeline
PrairieView Partners, LLC815$22K<0.01%+813F-HRTimeline
Rise Advisors, LLC757$21.2K0.01%new13F-HRTimeline
Covestor Ltd740$21K0.01%+1513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.748$20.9K0.01%+713F-HRTimeline
West Oak Capital, LLC68,680$19.2K0.74%-95013F-HRTimeline
West Branch Capital LLC663$18.6K0.01%+413F-HRTimeline
Sage Mountain Advisors LLC660$18.5K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO650$18.2K0.01%013F-HRTimeline
Versant Capital Management, Inc634$17.7K<0.01%+11413F-HRTimeline
Heritage Wealth Advisors630$17.6K<0.01%013F-HRTimeline
SWAN Capital LLC614$17.2K0.01%+513F-HRTimeline
New England Capital Financial Advisors …600$16.8K0.01%013F-HRTimeline
First Pacific Financial591$16.5K<0.01%013F-HRTimeline
Windsor Advisory Group, LLC567$15.9K0.02%013F-HRTimeline
Tower View Wealth Management LLC542$15.2K0.01%new13F-HRTimeline
Perritt Capital Management Inc529$14.8K0.01%+413F-HRTimeline
Capital A Wealth Management, LLC513$14.3K0.02%+15313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP474$13.3K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC450$12.6K<0.01%013F-HRTimeline
Biltmore Family Office, LLC450$12.6K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC447$12.5K0.01%013F-HRTimeline
Truvestments Capital LLC440$12.3K<0.01%-3,79013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT426$11.9K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC417$11.7K<0.01%+313F-HRTimeline
CBIZ Investment Advisory Services, LLC416$11.6K<0.01%new13F-HR/ATimeline
Financial Management Professionals, Inc.375$10.5K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …336$9.39K0.02%new13F-HRTimeline
Lowe Wealth Advisors, LLC326$9.12K<0.01%+10113F-HRTimeline
Legacy Bridge, LLC300$8.39K<0.01%013F-HRTimeline
Noble Wealth Management PBC300$8.39K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.294$8.26K0.01%+1913F-HRTimeline
SITTNER & NELSON, LLC270$7.55K<0.01%013F-HRTimeline
BIRCHBROOK, INC.245$6.84K<0.01%+213F-HRTimeline
Cornerstone National Bank & Trust Co243$6.79K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP212$5.94K0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC194$5.43K<0.01%+113F-HRTimeline
Kozak & Associates, Inc.197$5.04K<0.01%-18613F-HRTimeline
Citizens National Bank Trust Department180$5.03K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.174$4.87K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC153$4.28K0.01%new13F-HRTimeline
Security National Bank152$4.25K<0.01%-26513F-HRTimeline
Park Square Financial Group, LLC152$4.25K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC149$4.17K<0.01%+2513F-HRTimeline
New Millennium Group LLC147$4.11K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC144$4.03K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC141$3.94K<0.01%13F-HRTimeline
Brooklyn Investment Group135$3.77K<0.01%new13F-HRTimeline
General Partner, Inc.120$3.35K<0.01%013F-HRTimeline
Kentucky Trust Co105$2.94K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…88$2.46K<0.01%new13F-HR/ATimelineGroup
Private Wealth Management Group, LLC85$2.37K<0.01%013F-HRTimeline
Winch Advisory Services, LLC82$2.29K<0.01%+113F-HRTimeline
Compass Wealth Management LLC80$2.24K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC78$2.18K<0.01%new13F-HRTimeline
Flaharty Asset Management, LLC75$2.1K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC71$1.98K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc69$1.92K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.64$1.8K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division63$1.76K<0.01%-84313F-HRTimeline
Whipplewood Advisors, LLC1,813$1.73K<0.01%+1,75113F-HRTimeline
Bear Mountain Capital, Inc.60$1.55K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC41$1.17K<0.01%new13F-HRTimeline
Finley Financial, LLC45$1.17K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC36$1.01K<0.01%013F-HRTimeline
Hemington Wealth Management54$1K<0.01%013F-HRTimeline
Keener Financial Planning LLC45$1K<0.01%-2713F-HRTimeline
Briaud Financial Planning Inc44$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21$1K<0.01%013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.36$993<0.01%-1,01213F-HRTimeline
Gould Capital, LLC35$968<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…31$875<0.01%+713F-HRTimelineGroup
Garde Capital, Inc.30$839<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC29$811<0.01%new13F-HRTimeline
New Republic Capital, LLC27$755<0.01%new13F-HRTimeline
Fairman Group, LLC21$579<0.01%013F-HRTimeline
NewSquare Capital LLC15$419<0.01%013F-HRTimeline
Mattson Financial Services, LLC7$199<0.01%+513F-HRTimeline
Eukles Asset Management2$56<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-401,36513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC833,124$29.8K+27,97613F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
CURIO WEALTH, LLC4$90.6K-3,23613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.