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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tiller Private Wealth, Inc.10,220$314K0.11%-2,00013F-HRTimeline
Davis Wealth Advisors, LLC10,202$313K0.26%+613F-HRTimeline
MeadowBrook Investment Advisors LLC10,182$312K0.28%+32513F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,176$312K<0.01%new13F-HRTimelineGroup
Legacy Advisory Services, LLC10,158$312K0.24%new13F-HRTimeline
Centerpoint Advisory Group10,158$312K0.23%013F-HRTimeline
ENTREWEALTH, LLC10,135$311K0.14%new13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC10,094$310K0.26%-313F-HRTimelineGroup
Investmark Advisory Group LLC10,072$309K0.13%+3613F-HRTimeline
Spectrum Advisors, Inc.10,065$309K0.24%13F-HRTimeline
Pacific Center for Financial Services10,045$308K0.08%+21313F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC9,914$308K0.14%+113F-HRTimeline
Bernicke Wealth Management, Ltd.10,029$308K0.04%013F-HRTimeline
Dorsey & Whitney Trust CO LLC10,000$307K0.02%+2,00013F-HRTimeline
River Wealth Advisors LLC9,995$307K0.04%-1,27113F-HRTimeline
Alteri Wealth LLC9,989$306K0.1%+57113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC9,986$306K0.02%+13813F-HRTimeline
Clarendon Private LLC9,960$306K0.23%+8313F-HRTimeline
Cascade Wealth Advisors, Inc9,660$305K0.13%013F-HRTimeline
MBL Wealth, LLC9,926$305K0.02%+1,01413F-HRTimeline
Heritage Trust Co9,916$304K0.03%013F-HRTimeline
Veracity Capital LLC9,909$304K0.11%-2,71313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC9,857$302K<0.01%-6,30613F-HRTimelineGroup
Tenret Co LLC9,821$301K0.15%-60413F-HRTimeline
Empire Financial Management Company, LLC9,799$301K0.07%-7513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP9,799$301K0.03%+91913F-HRTimeline
R. W. Roge & Company, Inc.9,785$300K0.14%-6713F-HRTimeline
Trinity Legacy Partners, LLC9,760$300K0.06%+10513F-HRTimeline
McIlrath & Eck, LLC9,762$299K0.02%+1,52813F-HRTimeline
Western Reserve Capital Management, LLC9,696$297K0.24%013F-HRTimeline
Burford Brothers, Inc.9,693$297K0.12%new13F-HRTimeline
LOM Asset Management Ltd9,680$297K0.09%+1,21013F-HRTimeline
Fortis Group Advisors, LLC9,281$296K0.05%+80813F-HRTimeline
Johnson Bixby & Associates, LLC9,642$296K0.04%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,585$294K0.09%+35413F-HRTimeline
Hardin Capital Partners, LLC9,551$293K0.14%new13F-HRTimeline
Rossby Financial, LCC9,602$293K0.06%+5,15313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,507$292K0.03%+29813F-HRTimeline
OAKWORTH CAPITAL, INC.9,482$291K0.02%013F-HRTimeline
ATLas Financial Planning LLC9,439$290K0.26%-5,86713F-HRTimeline
Invst, LLC9,369$287K0.03%-15,43913F-HRTimeline
Nautilus Advisors LLC9,352$287K0.2%+4413F-HRTimeline
Thrive Capital Management, LLC9,349$287K0.06%+30613F-HRTimeline
Garton & Associates Financial Advisors …9,303$285K0.23%-3,82613F-HRTimeline
Thompson David Blair9,273$284K0.16%-18,18413F-HRTimeline
Boomfish Wealth Group, LLC9,273$284K0.15%new13F-HRTimeline
Innovative Wealth Building LLC9,235$283K0.2%+61213F-HRTimeline
Bulwark Capital Corp9,229$283K0.17%-2,04413F-HRTimeline
International Private Wealth Advisors L…9,151$281K0.17%-3,24713F-HRTimeline
SMART Wealth LLC9,150$281K0.08%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC9,149$281K0.01%-30013F-HRTimelineGroup
Optivise Advisory Services LLC9,148$281K0.17%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.9,135$280K0.07%+40013F-HRTimeline
MidFirst Bank9,116$280K0.02%-2313F-HRTimeline
Claro Advisors Inc.9,115$280K0.03%-6,96913F-HRTimeline
Procyon Advisors, LLC9,109$279K0.01%-1,47913F-HRTimeline
Provident Wealth Management, LLC9,101$279K0.08%+19413F-HRTimeline
Hamrick Investment Counsel, llc9,095$279K0.15%+20213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,077$278K0.25%-5,05013F-HRTimeline
WESPAC Advisors SoCal, LLC9,075$278K0.06%-2,21113F-HRTimeline
Klingman & Associates, LLC9,074$278K0.01%+7213F-HRTimeline
Worth Financial Advisory Group, LLC487$278K0.12%-121,42713F-HRTimeline
Seelaus Asset Management LLC9,052$278K0.2%-1,95213F-HRTimeline
Crestwood Advisors Group, LLC9,033$277K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,028$277K0.01%-19,19713F-HRTimeline
Harfst & Associates, Inc.9,027$277K0.05%+39813F-HRTimeline
Well Done, LLC9,000$276K0.04%013F-HRTimeline
PUREfi Wealth, LLC9,000$276K0.18%013F-HRTimeline
Hunter Perkins Capital Management, LLC8,985$276K0.06%new13F-HRTimeline
Fortis Capital Advisors, LLC8,990$276K0.04%new13F-HRTimeline
BDFS Capital LLC8,961$275K0.13%-29813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC8,902$273K0.02%-60013F-HRTimeline
WEST PACES ADVISORS INC.8,896$273K0.05%+16813F-HRTimeline
TCI Wealth Advisors, Inc.8,888$273K0.01%-10913F-HRTimeline
Serenus Wealth Advisors, LLC8,883$273K0.05%013F-HRTimeline
HCR Wealth Advisors8,844$271K0.03%+3213F-HRTimeline
Kaizen Financial Strategies8,799$271K0.11%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/8,835$271K0.07%013F-HRTimeline
Daviman Financial, LLC8,832$271K0.16%-94313F-HRTimeline
Legacy Financial Group LLC8,808$270K0.03%013F-HRTimeline
Lansing Street Advisors8,801$270K0.07%-1,67713F-HRTimeline
Plan Group Financial, LLC8,794$270K0.06%new13F-HRTimeline
FOSTER & MOTLEY INC8,762$269K0.01%-1,52013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,754$269K<0.01%new13F-HRTimeline
Quadrant Private Wealth Management, LLC8,750$268K0.04%+7013F-HRTimeline
IFC & Insurance Marketing, Inc.8,732$268K0.28%+1,84013F-HRTimeline
Landing Point Financial Group, LLC8,721$268K0.13%new13F-HRTimeline
Clientfirst Wealth Management, LLC8,700$267K0.23%013F-HRTimeline
Emprise Bank8,680$266K0.11%013F-HRTimeline
Sankala Group LLC8,687$266K0.22%+70013F-HRTimeline
TOWNSQUARE CAPITAL LLC8,673$266K0.06%-15713F-HRTimeline
Trivium Point Advisory, LLC8,671$266K0.05%-31013F-HRTimeline
Cannon Advisors, Inc.8,623$265K0.2%new13F-HRTimeline
L. Roy Papp & Associates, LLP8,595$264K0.03%013F-HRTimeline
Proficio Capital Partners LLC8,577$263K0.01%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.8,546$262K0.13%-2,00013F-HRTimeline
Argos Wealth Advisors, LLC8,535$262K0.08%013F-HRTimeline
Lewis Asset Management, LLC8,505$261K0.11%+42813F-HRTimeline
Birch Hill Investment Advisors LLC8,500$261K0.01%013F-HRTimeline
Archer Investment Corp8,497$261K0.06%-3713F-HRTimeline
Crews Bank & Trust8,460$260K0.04%013F-HRTimeline
Smart Money Group LLC8,445$259K0.08%+7313F-HRTimeline
North Capital, Inc.8,436$259K0.22%-15,67813F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC8,435$259K0.03%new13F-HRTimeline
Ballast Financial Advisors LLC8,391$257K0.26%+23213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.8,369$257K0.03%-35513F-HRTimeline
Wealth Alliance Advisory Group, LLC8,364$257K0.04%013F-HRTimeline
Cynosure Group, LLC8,355$256K0.03%-16,37113F-HRTimeline
Clark Asset Management, LLC8,352$256K0.02%new13F-HRTimeline
Saxony Capital Management, LLC8,339$256K0.15%new13F-HRTimeline
TBH Global Asset Management, LLC8,336$256K0.05%new13F-HRTimeline
DB&C Advisors, LLC8,325$255K0.33%new13F-HRTimeline
Syntegra Private Wealth Group, LLC8,317$255K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP8,318$255K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,297$255K0.03%+67913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp8,294$254K0.03%013F-HRTimelineGroup
Roble, Belko & Company, Inc8,267$254K0.03%+47613F-HRTimeline
Finer Wealth Management, Inc.8,277$254K0.13%+23213F-HRTimeline
Carter Financial, LLC8,251$253K0.22%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC8,220$252K0.07%-75013F-HRTimeline
WHITTIER TRUST CO8,182$251K<0.01%+28613F-HRTimeline
Triangle Securities Wealth Management8,148$250K0.06%+5513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
XXI WEALTH, LLC8,137$250K0.14%-26213F-HRTimeline
YANKCOM Partnership8,130$249K0.1%-3,92313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC8,124$249K0.03%+14113F-HRTimeline
MANCHESTER FINANCIAL INC8,100$248K0.05%+1013F-HRTimeline
Copley Financial Group, Inc.8,097$248K0.15%-51113F-HRTimeline
HMV Wealth Advisors, LLC8,077$248K0.12%-60013F-HRTimeline
Broadleaf Partners, LLC8,056$247K0.06%-1,48013F-HRTimeline
Stonebridge Financial Group, LLC8,055$247K0.02%new13F-HRTimeline
Atomic Invest LLC8,100$247K0.12%+2,33513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC8,063$246K0.02%-94313F-HRTimeline
Midwest Capital Advisors, LLC8,014$246K0.11%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC7,992$245K0.04%new13F-HRTimeline
Wagner Wealth Management, LLC7,963$244K0.05%+6613F-HRTimeline
Elm Partners Management LLC8,008$244K0.01%new13F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC7,937$244K0.16%013F-HRTimeline
CAPE ANN SAVINGS BANK7,910$243K0.12%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,910$243K<0.01%-4,74013F-HRTimelineGroup
WealthCollab, LLC7,905$243K0.1%-25213F-HRTimeline
Baltimore-Washington Financial Advisors…7,905$243K0.01%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,899$242K0.11%new13F-HRTimeline
Osprey Private Wealth LLC7,893$242K0.07%new13F-HRTimeline
Outlook Wealth Advisors, LLC7,890$242K0.06%013F-HRTimeline
GRANVILLE CAPITAL, INC.7,881$242K0.13%013F-HRTimeline
KWMG, LLC7,871$241K0.02%new13F-HRTimeline
Harbor Group, Inc.7,854$241K0.03%+613F-HRTimeline
BIRCH FINANCIAL GROUP, LLC7,823$240K0.14%-78513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.7,817$240K0.08%+27513F-HRTimeline
Portland Financial Advisors Inc7,810$240K0.5%new13F-HRTimeline
Peak Financial Management, Inc.7,802$239K0.06%013F-HRTimeline
Cornell Pochily Investment Advisors, In…7,797$239K0.07%-67613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7,807$239K0.07%+1513F-HR/ATimeline
Pacific Point Advisors, LLC7,770$238K0.13%new13F-HRTimeline
Glassman Wealth Services7,742$238K0.03%+5,32913F-HRTimeline
GUERRA PAN ADVISORS, LLC7,707$236K0.15%new13F-HRTimeline
Wealth Management Associates, Inc.7,643$234K0.08%new13F-HRTimeline
HARBOR ADVISORY CORP /MA/7,626$234K0.07%-92413F-HRTimeline
Synergy Financial Group, LTD7,604$233K0.18%013F-HRTimeline
Palisades Hudson Asset Management, L.P.7,599$233K0.09%013F-HRTimeline
Falcon Wealth Planning7,573$232K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC7,570$232K0.09%+20313F-HRTimeline
Gouws Capital LLC7,534$231K0.12%new13F-HRTimeline
OBSIDIAN CIO, LLC7,513$230K0.21%+44213F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …7,502$230K0.13%+413F-HRTimeline
Aberdeen Wealth Management LLC7,500$230K0.1%-11613F-HRTimeline
Approach Retirement Advisors, LLC7,500$230K0.19%013F-HRTimeline
Canopy Partners, LLC7,471$229K0.08%+913F-HRTimeline
NORDEN GROUP LLC7,459$229K0.02%+2513F-HRTimeline
GEM Asset Management, LLC7,435$228K0.1%013F-HRTimeline
Flavin Financial Services, Inc.7,407$227K0.15%+6213F-HRTimeline
Alternative Investment Advisors, LLC.7,391$227K0.1%new13F-HRTimeline
Trilogy Capital Inc.7,387$227K0.01%new13F-HRTimeline
Quotient Wealth Partners, LLC7,369$226K0.01%-46213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,360$226K<0.01%-322,73013F-HRTimelineGroup
Accelerate Investment Advisors LLC7,343$225K0.15%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION7,278$223K0.02%-35013F-HRTimeline
Seneschal Advisors, LLC7,272$223K0.17%new13F-HRTimeline
MKD WEALTH COACHES, LLC7,261$223K0.22%new13F-HRTimeline
Tyche Wealth Partners LLC7,256$223K0.03%new13F-HRTimeline
PEOPLES BANK /OH7,255$223K0.14%-4613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments7,228$222K0.01%new13F-HRTimelineGroup
Sandbox Financial Partners, LLC7,225$222K0.06%new13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC7,191$221K0.15%-24613F-HRTimeline
Westside Investment Management, Inc.7,175$220K0.03%-19613F-HRTimeline
Gibson Capital, LLC7,143$219K0.04%new13F-HRTimeline
D'Orazio & Associates, Inc.7,142$219K0.03%-2,21813F-HRTimeline
United Community Bankin group United Community Bank7,141$219K0.07%+1,47813F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC7,130$219K0.02%new13F-HRTimeline
Insight Wealth Strategies, LLC7,118$218K0.02%new13F-HRTimeline
DEARBORN PARTNERS LLC7,108$218K0.01%new13F-HRTimeline
Ellevest, Inc.7,065$217K0.03%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,039$216K<0.01%013F-HRTimeline
Ascension Capital Advisors, Inc.6,990$214K0.07%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC6,978$214K0.07%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.6,975$214K0.03%new13F-HRTimeline
Activest Wealth Management6,974$214K0.04%013F-HRTimeline
Bull Oak Capital, LLC6,964$214K0.08%new13F-HRTimeline
Westhampton Capital, LLC6,960$214K0.1%new13F-HRTimeline
EVOKE WEALTH, LLC6,951$213K<0.01%-1,88013F-HRTimeline