Skip to content
Disclosery

SCHD SCHWAB STRATEGIC TR

Follow

COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NORDEN GROUP LLC7,420$203K0.02%new13F-HRTimeline
MeadowBrook Investment Advisors LLC7,407$202K0.17%013F-HRTimeline
Redwood Wealth Management Group, LLC7,400$202K0.09%-30013F-HRTimeline
Maia Wealth LLC7,521$201K0.03%new13F-HRTimeline
Empirical Asset Management, LLC29,948$198K0.06%new13F-HRTimeline
Westside Investment Management, Inc.7,204$198K0.03%+38313F-HRTimeline
HighMark Wealth Management LLC7,202$197K0.09%+1,35613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,039$192K<0.01%013F-HRTimeline
Activest Wealth Management6,974$190K0.04%013F-HRTimeline
Hendershot Investments Inc.6,749$184K0.02%013F-HRTimeline
Tortoise Investment Management, LLC6,726$184K0.02%+6013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management6,636$181K0.03%013F-HRTimelineGroup
GAMMA Investing LLC6,631$181K0.01%-22213F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,327$173K0.06%-33313F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.6,160$168K0.13%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,016$164K<0.01%+13413F-HRTimelineGroup
Greenline Partners, LLC5,958$163K0.02%new13F-HRTimeline
DecisionPoint Financial, LLC5,858$161K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,858$160K<0.01%-8013F-HRTimeline
Guerra Advisors Inc5,821$159K0.06%new13F-HRTimeline
West Financial Advisors, LLC5,651$154K0.03%013F-HRTimeline
United Community Bankin group United Community Bank5,550$152K0.05%+1,95013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC5,344$146K0.2%+26413F-HRTimeline
Bullock Wealth Management Group5,077$140K0.07%+3213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,892$134K<0.01%-95113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Westfuller Advisors, LLC4,751$130K0.06%new13F-HRTimeline
Grey Ledge Advisors, LLC4,721$130K0.03%-19,76913F-HRTimeline
JFS WEALTH ADVISORS, LLC4,493$123K0.01%013F-HRTimeline
Rossby Financial, LCC4,449$122K0.04%+2713F-HRTimeline
Cape Investment Advisory, Inc.4,448$121K0.12%-167,82913F-HRTimeline
Cheviot Value Management, LLC4,434$120K0.01%+1113F-HRTimeline
First Pacific Financial4,256$116K0.02%+4113F-HRTimeline
Copia Wealth Management4,030$110K0.08%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,983$109K<0.01%-62413F-HR/ATimeline
AFFINITY WEALTH LLC3,883$106K0.08%013F-HRTimeline
Mechanics Financial Corp3,858$105K0.04%013F-HRTimeline
Prestige Wealth Management Group LLC3,832$105K0.02%013F-HR/ATimeline
Indiana Trust & Investment Management Co3,816$104K0.03%+2,06913F-HRTimeline
N.E.W. Advisory Services LLC3,797$104K0.01%+61713F-HRTimeline
Navigoe, LLC3,663$100K0.06%new13F-HRTimeline
Palouse Capital Management, Inc.3,615$98.7K0.06%-4413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,567$97.4K0.03%+1,51413F-HRTimeline
BALLAST ADVISORS LLC3,561$97.2K0.03%-9413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,500$95.5K<0.01%new13F-HR/ATimelineGroup
Hughes Financial Services, LLC3,510$94K0.01%-26313F-HRTimeline
Avalon Trust Co3,420$93.4K0.01%013F-HRTimeline
Red Tortoise LLC3,303$90.2K0.04%+1413F-HRTimeline
SJS Investment Consulting Inc.3,264$89.1K0.01%+48913F-HRTimeline
CURIO WEALTH, LLC3,240$88.5K0.04%013F-HRTimeline
Wealth Watch Advisors, INC3,100$84.6K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC3,072$83.9K0.01%+35113F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,005$82K0.01%new13F-HRTimeline
Financial Life Planners3,002$82K0.06%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$81.9K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$81.9K0.01%013F-HRTimelineGroup
Weaver Capital Management LLC2,975$81.2K0.02%+2813F-HRTimeline
Aventura Private Wealth, LLC2,713$74.1K0.03%+413F-HRTimeline
Smallwood Wealth Investment Management,…2,688$73.4K0.04%013F-HRTimeline
Park Place Capital Corp2,635$71.9K0.02%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,604$71.1K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.2,598$70.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,570$70.2K0.02%+30613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,515$68.7K0.01%-1,20913F-HRTimeline
Dunhill Financial, LLC2,447$66.8K0.02%+58313F-HRTimeline
Heartwood Wealth Advisors LLC2,349$64.1K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC2,340$63.9K0.02%013F-HRTimeline
Robinswood Financial LLC2,274$62.1K0.02%+2213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,169$59.2K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,136$58.3K<0.01%013F-HRTimeline
Pandora Wealth, Inc.2,100$57.3K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,097$57.2K0.04%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,091$57.1K<0.01%+1,66513F-HRTimeline
Family Legacy Financial Solutions, LLC2,002$54.6K0.04%-56413F-HRTimeline
Roxbury Financial LLC1,981$54.1K0.05%+913F-HRTimeline
Covestor Ltd1,921$52K0.03%+14113F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC1,899$51.8K0.01%-513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,850$50.5K0.01%new13F-HRTimeline
Catherine Avery Investment Management L…1,806$49.3K0.03%013F-HRTimeline
CNB Bank1,803$49.2K0.02%-4513F-HRTimeline
Founders Capital Management1,800$49.1K0.03%013F-HRTimeline
Disciplined Equity Management, Inc.1,777$48.5K0.03%013F-HRTimeline
Compass Financial Services Inc1,722$47K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC1,677$45.8K0.03%+18513F-HRTimeline
Kennebec Savings Bank1,665$45.5K0.04%+18413F-HRTimeline
Morton Brown Family Wealth, LLC1,635$44.6K0.01%+47713F-HRTimeline
Global Wealth Strategies & Associates1,599$43.6K0.01%-63113F-HRTimeline
Independence Bank of Kentucky1,500$41K0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,500$41K0.02%013F-HRTimeline
True Wealth Design, LLC1,500$41K0.01%+45013F-HRTimeline
Operose Advisors LLC1,494$40.8K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,478$40.3K0.02%-1,54013F-HRTimeline
Hanson & Doremus Investment Management1,475$40K0.01%013F-HRTimeline
Signature Resources Capital Management,…1,423$38.8K0.02%+17813F-HRTimeline
MTM Investment Management, LLC1,422$38.8K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,392$38K0.02%+513F-HRTimeline
Turning Point Benefit Group, Inc.1,306$36K0.02%new13F-HRTimeline
IFS Advisors, LLC1,317$36K0.02%+5113F-HRTimeline
Transce3nd, LLC1,386$35.9K0.32%-108,35513F-HRTimeline
Reyes Financial Architecture, Inc.1,302$35.5K0.02%+1,23713F-HRTimeline
KERR FINANCIAL PLANNING Corp1,300$35.5K0.05%13F-HR/ATimeline
NFSG Corp1,299$35.5K0.01%+2413F-HRTimeline
Addison Advisors LLC1,273$34.8K0.01%013F-HRTimeline
Truvestments Capital LLC1,251$34.1K0.01%+80713F-HRTimeline
Binnacle Investments Inc1,218$33.3K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,214$33.1K0.01%-8,84113F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC1,122$30.6K0.01%-3,21413F-HRTimeline
Painted Porch Advisors LLC1,095$29.9K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,050$28.7K0.01%-2,56513F-HRTimeline
MilWealth Group LLC990$27K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…975$26.6K<0.01%013F-HRTimeline
Biltmore Family Office, LLC974$26.6K<0.01%+52413F-HRTimeline
Caitlin John, LLC970$26.5K0.02%new13F-HRTimeline
Aventus Investment Advisors, Inc.960$26.2K0.02%013F-HRTimeline
Quantbot Technologies LP835$22.8K<0.01%new13F-HRTimeline
Heritage Wealth Advisors830$22.7K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC829$22.6K0.01%-16713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC812$22.2K<0.01%-35913F-HRTimeline
City State Bank810$22.1K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC792$21.6K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.763$20.8K0.01%+813F-HRTimeline
Cornerstone Planning Group LLC732$19.7K<0.01%-220,88213F-HRTimeline
Fourth Dimension Wealth, LLC687$18.8K0.01%013F-HRTimeline
West Branch Capital LLC663$18.1K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC660$18K<0.01%013F-HRTimeline
New England Capital Financial Advisors …638$17.4K0.01%013F-HRTimeline
Windsor Advisory Group, LLC567$15.5K0.01%013F-HRTimeline
Kilter Group LLC564$15.4K0.01%-113F-HRTimeline
Tower View Wealth Management LLC553$15.1K0.01%+513F-HRTimeline
Perritt Capital Management Inc546$14.9K0.01%+6213F-HRTimeline
Manchester Capital Management LLC500$13.7K<0.01%+10013F-HRTimeline
Cloud Capital Management, LLC480$13K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP474$12.9K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC450$12.3K<0.01%013F-HRTimeline
Coastline Trust Co450$12.3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
West Oak Capital, LLC44,380$12.1K0.48%-19,05013F-HRTimeline
VSM Wealth Advisory, LLC426$11.6K<0.01%+413F-HRTimeline
CBIZ Investment Advisory Services, LLC420$11.5K<0.01%+213F-HRTimeline
IAG Wealth Partners, LLC394$10.8K<0.01%013F-HRTimeline
Fairman Group, LLC387$10.6K0.01%+36513F-HRTimeline
New Millennium Group LLC352$9.62K<0.01%+20413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …344$9.38K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC339$9.26K<0.01%-4,31113F-HRTimeline
Greykasell Wealth Strategies, Inc.330$9.01K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC326$8.9K<0.01%013F-HRTimeline
Legacy Bridge, LLC300$8.19K<0.01%013F-HRTimeline
Noble Wealth Management PBC300$8.19K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC270$7.37K<0.01%-15613F-HRTimeline
Minot DeBlois Advisors LLC250$6.83K0.01%-19713F-HRTimeline
BIRCHBROOK, INC.248$6.77K<0.01%+213F-HRTimeline
Financial Management Professionals, Inc.225$6.14K<0.01%-1,05713F-HRTimeline
Western Pacific Wealth Management, LP217$5.91K0.01%+313F-HRTimeline
Creative Capital Management Investments…201$5.49K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC198$5.41K<0.01%-14,99813F-HRTimeline
TFC Financial Management, Inc.181$4.94K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department180$4.91K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.174$4.75K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC165$4.5K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC159$4.34K<0.01%13F-HRTimeline
REDMONT WEALTH ADVISORS LLC156$4.26K0.01%+113F-HRTimeline
Kozak & Associates, Inc.156$4.21K<0.01%-97913F-HRTimeline
VISION FINANCIAL MARKETS LLC150$4.09K<0.01%new13F-HRTimeline
Avion Wealth167$4K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC146$3.99K<0.01%-40,84813F-HRTimeline
Wealth Preservation Advisors, LLC141$3.85K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…137$3.74K<0.01%+10013F-HRTimelineGroup
SITTNER & NELSON, LLC126$3.44K<0.01%-14413F-HRTimeline
Winch Advisory Services, LLC124$3.38K<0.01%+2213F-HRTimeline
Pathway Financial Advisers, LLC238$3.37K<0.01%-156,77013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC120$3.3K<0.01%-56613F-HRTimeline
General Partner, Inc.120$3.28K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC100$2.73K<0.01%-75013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS96$2.62K<0.01%+5113F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…84$2.29K<0.01%+1413F-HR/ATimelineGroup
Financial Network Wealth Advisors LLC78$2.13K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/60$2K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.67$1.82K<0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division63$1.72K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…55$1.48K<0.01%+3413F-HRTimelineGroup
Palisade Asset Management, LLC49$1.33K<0.01%new13F-HRTimeline
Finley Financial, LLC45$1.23K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC44$1.19K<0.01%+113F-HRTimeline
Hemington Wealth Management54$1K<0.01%013F-HRTimeline
Keener Financial Planning LLC45$1K<0.01%013F-HRTimeline
SWAN Capital LLC36$983<0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC34$920<0.01%new13F-HRTimeline
New Republic Capital, LLC27$737<0.01%013F-HRTimeline
Essential Partners LLC18$486<0.01%-113F-HRTimeline
Inlight Wealth Management, LLC5$137<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…3$83<0.01%+113F-HRTimeline
Eukles Asset Management2$55<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.