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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OAKWORTH CAPITAL, INC.9,482$260K0.01%013F-HRTimeline
LOWERY THOMAS, LLC9,452$259K0.15%+49213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,449$259K0.01%-3,50113F-HRTimelineGroup
Clark Capital Management Group, Inc.9,422$258K<0.01%new13F-HRTimeline
Alteri Wealth LLC9,418$258K0.08%+27713F-HRTimeline
D'Orazio & Associates, Inc.9,360$257K0.03%+1,67413F-HRTimeline
Arta Finance Wealth Management LLC9,359$257K0.13%13F-HRTimeline
Nautilus Advisors LLC9,308$255K0.17%-7213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,301$255K<0.01%+1,54613F-HRTimeline
BDFS Capital LLC9,259$254K0.13%13F-HRTimeline
Sankala Group LLC7,987$254K0.2%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,231$253K0.08%013F-HRTimeline
CX Institutional9,208$253K0.01%+1,13513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC9,006$253K0.02%-36513F-HRTimeline
Fortis Group Advisors, LLC8,473$253K0.04%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,209$253K0.03%13F-HRTimeline
MidFirst Bank9,139$251K0.02%13F-HRTimeline
TD Waterhouse Canada Inc.9,100$250K<0.01%-1,64913F-HRTimeline
Faithward Advisors, LLC9,054$248K0.04%-8,16513F-HRTimeline
Thrive Capital Management, LLC9,043$248K0.06%-31113F-HRTimeline
Klingman & Associates, LLC9,002$247K0.01%-61213F-HRTimeline
Well Done, LLC9,000$247K0.04%013F-HRTimeline
Avos Capital Management, LLC9,000$247K0.11%013F-HRTimeline
PUREfi Wealth, LLC9,000$247K0.19%013F-HRTimeline
TCI Wealth Advisors, Inc.8,997$247K0.01%-12713F-HRTimeline
Trivium Point Advisory, LLC8,981$246K0.02%+3213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC8,970$246K0.08%013F-HRTimeline
Ballentine Partners, LLC8,962$246K<0.01%-1,12113F-HRTimeline
MBL Wealth, LLC8,912$244K0.02%+3213F-HRTimeline
Provident Wealth Management, LLC8,907$244K0.07%013F-HRTimeline
Hamrick Investment Counsel, llc8,893$244K0.18%13F-HRTimeline
Serenus Wealth Advisors, LLC8,883$244K0.05%-3,90013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP8,880$244K0.03%+1,17913F-HRTimeline
Clifford Group, LLC8,838$242K0.19%-1,15913F-HRTimeline
ROBERTS GLORE & CO INC /IL/8,835$242K0.06%013F-HRTimeline
EVOKE WEALTH, LLC8,831$242K<0.01%+113F-HRTimeline
TOWNSQUARE CAPITAL LLC8,830$242K0.05%+913F-HRTimeline
TRUST CO OF VERMONT8,825$242K0.01%-31213F-HRTimeline
HCR Wealth Advisors8,812$242K0.02%+6013F-HRTimeline
Peachtree Investment Partners, LLC8,773$241K0.08%-1,37613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC8,751$240K0.09%+27813F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.8,735$240K0.06%013F-HRTimeline
WEST PACES ADVISORS INC.8,728$239K0.05%+75113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,724$239K0.03%-22213F-HRTimeline
Qube Research & Technologies Ltd8,713$239K<0.01%-326,82113F-HRTimeline
Clientfirst Wealth Management, LLC8,700$239K0.19%013F-HRTimeline
Quadrant Private Wealth Management, LLC8,680$238K0.04%+69213F-HRTimeline
Emprise Bank8,680$238K0.1%new13F-HRTimeline
HMV Wealth Advisors, LLC8,677$238K0.12%013F-HRTimeline
Harfst & Associates, Inc.8,629$237K0.04%new13F-HRTimeline
Innovative Wealth Building LLC8,623$237K0.17%-45113F-HRTimeline
Copley Financial Group, Inc.8,608$236K0.15%-1,67613F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,608$236K0.13%+8913F-HRTimeline
Coston, McIsaac & Partners8,654$236K0.05%+9213F-HRTimeline
L. Roy Papp & Associates, LLP8,595$236K0.03%013F-HRTimeline
GAMMA Investing LLC8,587$236K0.01%+1,95613F-HRTimeline
Proficio Capital Partners LLC8,577$235K0.02%-5,43013F-HRTimeline
HARBOR ADVISORY CORP /MA/8,550$235K0.07%013F-HRTimeline
Argos Wealth Advisors, LLC8,535$234K0.06%13F-HRTimeline
Archer Investment Corp8,534$234K0.05%+40413F-HRTimeline
Birch Hill Investment Advisors LLC8,500$233K0.01%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…8,473$232K0.07%-13,59213F-HRTimeline
LOM Asset Management Ltd8,470$232K0.07%-17013F-HRTimeline
Crews Bank & Trust8,460$232K0.03%013F-HRTimeline
XXI WEALTH, LLC8,399$230K0.14%13F-HRTimeline
Smart Money Group LLC8,372$230K0.07%-1,20813F-HRTimeline
Wealth Alliance Advisory Group, LLC8,364$229K0.04%013F-HRTimeline
Syntegra Private Wealth Group, LLC8,317$228K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP8,318$228K0.01%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp8,294$228K0.03%new13F-HRTimelineGroup
McIlrath & Eck, LLC8,234$226K0.02%-4,68413F-HRTimeline
Ballast Financial Advisors LLC8,159$224K0.23%13F-HRTimeline
WealthCollab, LLC8,157$224K0.09%+1113F-HRTimeline
Forum Private Client Group LLC8,107$222K0.08%-4,15413F-HRTimeline
Triangle Securities Wealth Management8,093$222K0.05%-23513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MANCHESTER FINANCIAL INC8,090$222K0.04%-25013F-HRTimeline
WHITTIER TRUST CO7,896$222K<0.01%013F-HRTimeline
Lewis Asset Management, LLC8,077$222K0.09%-313F-HRTimeline
Finer Wealth Management, Inc.8,045$221K0.11%-1,79613F-HRTimeline
Granite Bay Wealth Management, LLC8,043$221K0.05%+813F-HRTimeline
Midwest Capital Advisors, LLC8,014$220K0.11%+8013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,000$219K0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC7,983$219K0.03%new13F-HRTimeline
BSW Wealth Partners7,978$219K0.03%-8613F-HRTimeline
Heritage Financial Services, LLC7,938$218K0.02%-1,56913F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC7,937$218K0.14%013F-HRTimeline
Wagner Wealth Management, LLC7,897$217K0.05%+7913F-HRTimeline
Outlook Wealth Advisors, LLC7,890$216K0.05%013F-HRTimeline
GRANVILLE CAPITAL, INC.7,881$216K0.11%13F-HRTimeline
Harbor Group, Inc.7,848$215K0.03%-56213F-HRTimeline
Cadent Capital Advisors, LLC7,847$215K0.06%new13F-HRTimeline
Quotient Wealth Partners, LLC7,831$215K0.01%-1,60613F-HRTimeline
Drake & Associates, LLC7,812$214K0.04%new13F-HRTimeline
Peak Financial Management, Inc.7,802$214K0.06%new13F-HRTimeline
Roble, Belko & Company, Inc7,791$214K0.03%+6513F-HRTimeline
Tailwinds Wealth, LLC7,789$214K0.23%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7,792$213K0.06%+1813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC7,750$213K0.07%new13F-HRTimeline
STAR Financial Bank7,716$212K0.11%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION7,628$209K0.02%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,618$209K0.03%-33113F-HRTimeline
Aberdeen Wealth Management LLC7,616$209K0.1%+7913F-HRTimeline
Synergy Financial Group, LTD7,604$209K0.15%-2913F-HRTimeline
Palisades Hudson Asset Management, L.P.7,599$208K0.08%013F-HRTimeline
Arvest Bank Trust Division7,580$208K0.01%+2113F-HRTimeline
GEM Asset Management, LLC7,435$207K0.09%new13F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.7,542$207K0.07%013F-HR/ATimeline
S.E.E.D. Planning Group LLC7,500$206K0.06%013F-HRTimeline
Approach Retirement Advisors, LLC7,500$206K0.18%13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,498$206K0.11%+613F-HRTimeline
Canopy Partners, LLC7,462$205K0.07%+1913F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,437$204K0.14%-16913F-HRTimeline
NORDEN GROUP LLC7,434$204K0.02%+1413F-HRTimeline
Westside Investment Management, Inc.7,371$204K0.03%+16713F-HRTimeline
OPAL CAPITAL LLC6,461$203K0.05%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,367$202K0.08%-2,89113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.6,775$202K0.26%new13F-HRTimeline
Flavin Financial Services, Inc.7,345$201K0.14%new13F-HRTimeline
Quartz Partners, LLC7,325$201K0.07%new13F-HRTimeline
PEOPLES BANK /OH7,301$200K0.12%new13F-HRTimeline
HighMark Wealth Management LLC7,274$200K0.08%+7213F-HRTimeline
OBSIDIAN CIO, LLC7,071$194K0.29%-4,35113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,039$193K<0.01%013F-HRTimeline
Accordant Advisory Group Inc7,005$192K0.13%-101,37013F-HRTimeline
Federation des caisses Desjardins du Qu…6,981$192K<0.01%+1,12313F-HRTimeline
Litman Gregory Wealth Management LLC6,976$191K0.01%-3,31213F-HRTimeline
Activest Wealth Management6,974$191K0.04%013F-HRTimeline
HM PAYSON & CO6,901$189K<0.01%-96313F-HRTimeline
IFC & Insurance Marketing, Inc.6,892$189K0.19%13F-HRTimeline
Dunhill Financial, LLC6,846$188K0.05%+4,39913F-HRTimeline
Hendershot Investments Inc.6,749$185K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.6,581$181K0.06%+25413F-HRTimeline
Abound Wealth Management6,217$171K0.04%-2,76413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,179$169K0.01%-55,68513F-HRTimeline
JFS WEALTH ADVISORS, LLC5,961$164K0.01%+1,46813F-HRTimeline
DecisionPoint Financial, LLC5,858$161K0.04%013F-HRTimeline
Atomic Invest LLC5,765$159K0.09%13F-HRTimeline
Empirical Asset Management, LLC28,394$157K0.04%-1,55413F-HRTimeline
United Community Bankin group United Community Bank5,663$155K0.06%+11313F-HRTimelineGroup
West Financial Advisors, LLC5,651$155K0.03%013F-HRTimeline
BAYBAN5,385$148K0.13%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,315$146K0.05%new13F-HRTimeline
Rice Partnership, LLC5,160$142K0.02%-10,32913F-HRTimeline
Bullock Wealth Management Group5,111$140K0.07%+3413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,105$140K<0.01%+21313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CDKV HOLDINGS LLC5,100$140K0.12%13F-HRTimeline
Grey Ledge Advisors, LLC5,007$137K0.03%+28613F-HRTimeline
Meramec Financial Planners, LLC4,308$136K0.05%13F-HRTimeline
Westfuller Advisors, LLC4,799$132K0.05%+4813F-HRTimeline
Cheviot Value Management, LLC4,446$130K0.01%+1213F-HRTimeline
Tradewinds Capital Management, LLC4,708$129K0.03%+3,87913F-HRTimeline
WELLINGTON-ALTUS USA INC.4,640$127K0.09%13F-HRTimeline
AFFINITY WEALTH LLC4,609$126K0.09%+72613F-HRTimeline
Northwest Capital Management Inc4,470$123K0.53%-109,07213F-HRTimeline
Rossby Financial, LCC4,449$122K0.04%013F-HRTimeline
First Pacific Financial4,298$118K0.02%+4213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,246$116K<0.01%-1,77013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC4,124$113K0.03%+55713F-HRTimeline
Acumen Wealth Advisors, LLC4,091$112K0.03%13F-HRTimeline
Copia Wealth Management4,030$111K0.08%013F-HRTimeline
Lloyd Advisory Services, LLC.3,968$109K0.04%new13F-HRTimeline
Indiana Trust & Investment Management Co3,816$105K0.03%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,758$103K0.07%13F-HRTimeline
Prestige Wealth Management Group LLC3,732$102K0.02%-10013F-HRTimeline
Palouse Capital Management, Inc.3,673$101K0.06%+5813F-HRTimeline
Navigoe, LLC3,663$100K0.06%013F-HRTimeline
Integrity Financial Corp /WA3,625$99.4K0.05%-12,93913F-HRTimeline
BALLAST ADVISORS LLC3,561$97.7K0.03%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,400$93.3K0.02%new13F-HRTimeline
Solstein Capital, LLC3,370$92.4K0.04%new13F-HRTimeline
Red Tortoise LLC3,324$91.2K0.04%+2113F-HRTimeline
CURIO WEALTH, LLC3,240$89.6K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.3,087$84.7K0.03%+51713F-HRTimeline
Wilmington Savings Fund Society, FSB3,083$84.6K<0.01%-90013F-HRTimeline
Key Capital Management, INC3,054$83.8K0.08%13F-HRTimeline
Wealth Watch Advisors, INC3,016$82.7K0.03%-8413F-HRTimeline
Weaver Capital Management LLC3,005$82.4K0.02%+3013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,000$82.3K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC3,000$82.3K0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.2,985$81.9K0.01%-27913F-HRTimeline
Aventura Private Wealth, LLC2,709$74.3K0.03%-413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,604$71.4K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.2,598$71.3K0.01%013F-HRTimeline
Stone House Investment Management, LLC2,520$69.1K0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC2,481$68.1K0.06%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,441$67K0.01%-56413F-HRTimeline
Glen Eagle Advisors, LLC2,435$66.8K0.01%-63713F-HRTimeline
Glassman Wealth Services2,413$66.2K0.01%-7,58313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,376$65.2K0.04%+2,10613F-HRTimeline
Rialto Wealth Management, LLC2,340$64.2K0.02%013F-HRTimeline
Arbor Wealth Management LLC\AZ2,300$63.1K0.05%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,250$61.7K0.01%-26513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,899$60K0.04%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,169$59.5K0.01%013F-HRTimeline
Beacon Financial Strategies CORP2,137$58.6K0.03%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,136$58.6K<0.01%013F-HRTimeline
Covestor Ltd2,099$58K0.03%+17813F-HRTimeline
Pandora Wealth, Inc.2,100$57.6K0.04%013F-HRTimeline
FIRST COMMUNITY TRUST NA2,097$57.5K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…2,053$56.3K0.03%-63513F-HRTimeline