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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Hendershot Investments Inc.6,749$179K0.02%013F-HRTimeline
Tortoise Investment Management, LLC6,666$177K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,660$176K0.07%-11,70213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management6,636$176K0.03%013F-HRTimelineGroup
Brooklyn Investment Group6,440$171K0.02%+6,30513F-HR/ATimeline
Sound Income Strategies, LLC6,219$165K0.01%-1,42813F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.6,160$163K0.15%+1,25513F-HRTimeline
DecisionPoint Financial, LLC5,858$158K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,938$157K<0.01%+4,88013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,882$156K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.5,843$155K<0.01%+54913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HighMark Wealth Management LLC5,846$155K0.08%+2,11513F-HRTimeline
TD Waterhouse Canada Inc.5,565$151K<0.01%-1,02913F-HRTimeline
West Financial Advisors, LLC5,651$150K0.03%-99313F-HRTimeline
Bullock Wealth Management Group5,045$136K0.07%-1,20213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5,080$135K0.17%013F-HRTimeline
Iron Horse Wealth Management, LLC4,664$124K0.04%+50713F-HRTimeline
Private Wealth Asset Management, LLC4,650$123K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,607$122K<0.01%-2213F-HRTimeline
JFS WEALTH ADVISORS, LLC4,493$119K0.01%-2,19713F-HRTimeline
Cheviot Value Management, LLC4,423$119K0.01%+1113F-HRTimeline
Mid-American Wealth Advisory Group, Inc.4,480$119K0.06%new13F-HRTimeline
Rossby Financial, LCC4,422$117K0.04%+2713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC4,336$115K0.05%+4,18713F-HRTimeline
First Pacific Financial4,215$112K0.02%+3,62413F-HRTimeline
Copia Wealth Management4,030$107K0.09%013F-HRTimeline
AFFINITY WEALTH LLC3,883$103K0.09%new13F-HRTimeline
Mechanics Financial Corp3,858$102K0.04%013F-HRTimeline
Cooksen Wealth, LLC3,850$102K0.08%+2,50813F-HRTimeline
Prestige Wealth Management Group LLC3,832$102K0.02%+10013F-HR/ATimeline
Hughes Financial Services, LLC3,773$101K0.02%-2,02113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,724$98.7K0.01%-17713F-HRTimeline
Bellwether Advisors, LLC3,720$98.6K0.02%013F-HRTimeline
Palouse Capital Management, Inc.3,659$97K0.06%-213F-HRTimeline
BALLAST ADVISORS LLC3,655$96.9K0.03%+9413F-HRTimeline
Fortitude Family Office, LLC3,615$95.8K0.03%+2,56513F-HRTimeline
United Community Bankin group United Community Bank3,600$95.4K0.03%013F-HRTimelineGroup
Ridgewood Investments LLC3,547$94K0.04%+713F-HRTimeline
Avalon Trust Co3,420$90.6K0.01%013F-HRTimeline
Red Tortoise LLC3,289$87.2K0.04%+1513F-HRTimeline
CURIO WEALTH, LLC3,240$85.9K0.04%+3,23613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,146$85.3K0.03%new13F-HRTimeline
N.E.W. Advisory Services LLC3,180$84.3K0.01%-17,68313F-HRTimeline
LGT Financial Advisors LLC3,072$81.4K0.21%-1,25113F-HRTimeline
Vermillion & White Wealth Management Gr…3,018$80K0.05%-101,56313F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$79.5K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$79.5K0.02%013F-HRTimelineGroup
Abound Wealth Management2,979$79K0.02%013F-HRTimeline
Weaver Capital Management LLC2,947$78.1K0.02%new13F-HRTimeline
SJS Investment Consulting Inc.2,775$73.5K0.01%013F-HRTimeline
North Capital, Inc.2,759$73.1K0.06%+53213F-HRTimeline
Glen Eagle Advisors, LLC2,721$72.1K0.01%+27113F-HRTimeline
Aventura Private Wealth, LLC2,709$71.8K0.03%013F-HRTimeline
Stephens Consulting, LLC2,704$71.7K0.02%-72613F-HRTimeline
Smallwood Wealth Investment Management,…2,688$71.2K0.04%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,604$69K<0.01%-38013F-HRTimeline
Center for Financial Planning, Inc.2,598$68.8K0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC2,566$68K0.06%13F-HRTimeline
CX Institutional2,380$63K<0.01%-10,76313F-HR/ATimeline
Rialto Wealth Management, LLC2,340$62K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.2,264$60K0.02%+56613F-HRTimeline
Robinswood Financial LLC2,252$59.7K0.02%+2213F-HRTimeline
Global Wealth Strategies & Associates2,230$59.1K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,190$58K0.02%+2113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,169$57.5K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,136$56.6K<0.01%013F-HRTimeline
Pandora Wealth, Inc.2,100$55.6K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,097$55.6K0.05%+1,29313F-HRTimeline
Garde Capital, Inc.2,097$55.6K<0.01%+2,06713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,053$54.4K0.02%-50013F-HRTimeline
Roxbury Financial LLC1,972$52.3K0.05%+3713F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,904$50.5K0.01%-1913F-HRTimeline
Dunhill Financial, LLC1,864$49.4K0.01%+36213F-HRTimeline
CNB Bank1,848$49K0.02%-70213F-HRTimeline
Catherine Avery Investment Management L…1,806$47.9K0.04%-1,64113F-HRTimeline
Founders Capital Management1,800$47.7K0.03%013F-HRTimeline
Disciplined Equity Management, Inc.1,777$47.1K0.03%013F-HRTimeline
Covestor Ltd1,780$47K0.03%+1,04013F-HRTimeline
Indiana Trust & Investment Management Co1,747$46.3K0.02%013F-HRTimeline
Compass Financial Services Inc1,722$45.6K0.02%+1713F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,607$42.6K0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,600$42.4K0.02%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,500$39.8K0.02%013F-HRTimeline
Operose Advisors LLC1,494$39.6K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,492$39.5K0.03%+30013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…1,485$39.4K<0.01%new13F-HRTimeline
Kennebec Savings Bank1,481$39.2K0.04%+1313F-HRTimeline
Hanson & Doremus Investment Management1,475$39K0.01%013F-HRTimeline
MTM Investment Management, LLC1,422$37.7K0.01%013F-HRTimeline
Millstone Evans Group, LLC1,400$37.1K0.03%+12413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,387$36.7K0.02%+613F-HRTimeline
Financial Management Professionals, Inc.1,282$34K<0.01%+90713F-HRTimeline
NFSG Corp1,275$33.8K0.01%-23613F-HRTimeline
Addison Advisors LLC1,273$33.7K0.01%-59013F-HRTimeline
IFS Advisors, LLC1,266$33.5K0.03%+18813F-HRTimeline
PrairieView Partners, LLC1,282$33K<0.01%+46713F-HRTimeline
Signature Resources Capital Management,…1,245$33K0.02%013F-HRTimeline
Binnacle Investments Inc1,218$32.3K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,171$31.1K<0.01%+35913F-HRTimeline
Kozak & Associates, Inc.1,135$31K0.01%+93813F-HRTimeline
Morton Brown Family Wealth, LLC1,158$30.7K0.01%013F-HRTimeline
ALERUS FINANCIAL NA1,128$29.9K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC1,095$29K0.01%+15013F-HRTimeline
True Wealth Design, LLC1,050$27.8K0.01%-3913F-HRTimeline
Tradewinds Capital Management, LLC996$26.4K0.01%+16613F-HRTimeline
MilWealth Group LLC990$26.2K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…975$25.8K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC965$25.6K0.01%+913F-HRTimeline
Aventus Investment Advisors, Inc.960$25.4K0.02%13F-HRTimeline
Nova Wealth Management, Inc.870$23.1K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC850$22.5K<0.01%new13F-HRTimeline
Versant Capital Management, Inc842$22.3K<0.01%+20813F-HRTimeline
Heritage Wealth Advisors830$22K<0.01%+20013F-HRTimeline
City State Bank810$21.5K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC792$21K<0.01%-24913F-HRTimeline
Rise Advisors, LLC764$20.3K0.01%+713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.755$20K0.01%+713F-HRTimeline
Fourth Dimension Wealth, LLC687$18.2K0.01%-20013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC686$18.2K0.01%+64513F-HRTimeline
West Branch Capital LLC663$17.6K0.01%013F-HRTimeline
Sage Mountain Advisors LLC660$17.5K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO650$17.2K0.01%013F-HRTimeline
New England Capital Financial Advisors …638$16.9K0.01%+3813F-HRTimeline
West Oak Capital, LLC63,430$16.8K0.66%-5,25013F-HRTimeline
Windsor Advisory Group, LLC567$15K0.02%013F-HRTimeline
Kilter Group LLC565$15K0.01%new13F-HRTimeline
Tower View Wealth Management LLC548$14.5K0.01%+613F-HRTimeline
Perritt Capital Management Inc484$12.8K0.01%-4513F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP474$12.6K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC450$11.9K<0.01%013F-HRTimeline
Biltmore Family Office, LLC450$11.9K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST450$11.9K<0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC447$11.8K0.01%013F-HRTimeline
Truvestments Capital LLC444$11.8K<0.01%+413F-HRTimeline
Silicon Valley Capital Partners432$11.5K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT426$11.3K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC426$11.3K0.01%-2,64213F-HRTimeline
VSM Wealth Advisory, LLC422$11.2K<0.01%+513F-HRTimeline
CBIZ Investment Advisory Services, LLC418$11.1K<0.01%+213F-HRTimeline
Manchester Capital Management LLC400$10.6K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC394$10.4K<0.01%+25013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …344$9.11K0.01%+813F-HRTimeline
Lowe Wealth Advisors, LLC326$8.64K<0.01%013F-HRTimeline
Legacy Bridge, LLC300$7.95K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.275$7.29K0.01%-1913F-HRTimeline
SITTNER & NELSON, LLC270$7.16K<0.01%013F-HRTimeline
BIRCHBROOK, INC.246$6.53K<0.01%+113F-HRTimeline
Cornerstone National Bank & Trust Co243$6.44K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC219$5.8K<0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP214$5.68K0.01%+213F-HRTimeline
Citizens National Bank Trust Department180$4.77K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.174$4.61K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC155$4.1K0.01%+213F-HRTimeline
Avion Wealth167$4K<0.01%-1,17213F-HR/ATimeline
New Millennium Group LLC148$3.92K<0.01%+113F-HRTimeline
Wealth Preservation Advisors, LLC141$3.74K<0.01%013F-HRTimeline
General Partner, Inc.120$3.18K<0.01%013F-HRTimeline
Winch Advisory Services, LLC102$2.7K<0.01%+2013F-HRTimeline
Christopher J. Hasenberg, Inc99$2.62K<0.01%+3013F-HRTimeline
Strategic Wealth Investment Group, LLC85$2.25K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC79$2.09K<0.01%+813F-HRTimeline
Financial Network Wealth Advisors LLC78$2.07K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/60$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…70$1.85K<0.01%-1813F-HR/ATimelineGroup
Mountain Hill Investment Partners Corp.66$1.75K<0.01%+3013F-HRTimeline
Reyes Financial Architecture, Inc.65$1.73K<0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division63$1.67K<0.01%013F-HRTimeline
Aspect Partners, LLC62$1.64K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…51$1.35K<0.01%-22,67613F-HRTimelineGroup
Finley Financial, LLC45$1.19K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45$1.19K<0.01%-23,37013F-HRTimelineGroup
Private Wealth Management Group, LLC43$1.15K<0.01%-4213F-HRTimeline
Hemington Wealth Management54$1K<0.01%013F-HRTimeline
Keener Financial Planning LLC45$1K<0.01%013F-HRTimeline
Briaud Financial Planning Inc44$1K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC37$971<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…37$971<0.01%+613F-HRTimelineGroup
Gould Capital, LLC35$927<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…28$742<0.01%new13F-HRTimeline
New Republic Capital, LLC27$716<0.01%013F-HRTimeline
Fairman Group, LLC22$573<0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…21$547<0.01%013F-HRTimelineGroup
Essential Partners LLC19$494<0.01%13F-HRTimeline
NewSquare Capital LLC16$421<0.01%+113F-HRTimeline
Inlight Wealth Management, LLC5$133<0.01%-2413F-HRTimeline
GeoWealth Management, LLC3$85<0.01%-519,41113F-HRTimeline
Investment Research & Advisory Group, I…2$54<0.01%new13F-HRTimeline
Eukles Asset Management2$53<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1$17<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.