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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,789 managers (1,807 13F filers) reported a position in SCHD shares at 2024-12-31, 834,368,940 shares in all. 104 filers opened a position and 72 filers sold out during the quarter.

Managers
1,789
13F filers
1,807
New
104
Added
1,479
Reduced
35
Sold out
72
Shares held by filers
834,368,940

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,630,784$1.36B0.13%+42,218,69613F-HRTimelineGroup
LPL Financial LLC36,314,776$992M0.4%+24,783,38613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,475,298$778M0.05%+19,241,33013F-HR/ATimelineGroup
SUMITOMO LIFE INSURANCE CO26,820,000$733M13.83%+17,880,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.26,003,626$710M4.46%+17,501,17013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,703,476$593M0.22%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding19,980,268$546M+13,513,959Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,222,676$498M0.42%+12,309,26513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,426,545$476M0.12%+11,661,01113F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,975,283$436M0.1%+10,835,65213F-HRTimelineGroup
Wealthspire Advisors, LLC15,144,112$414M4.11%+10,024,15613F-HRTimeline
Wealthfront Advisers LLC14,309,642$391M1.14%+9,469,15213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC13,130,560$359M0.52%+8,848,66813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,294,235$336M0.08%+8,364,55913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,471,870$313M0.6%+7,842,53213F-HR/ATimeline
Orgel Wealth Management, LLC11,062,243$302M7.89%+6,804,90813F-HRTimeline
Avantax Planning Partners, Inc.9,380,983$256M9.24%+6,274,98513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,079,918$248M0.05%+6,219,75613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,013,376$246M0.55%+5,744,19613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC8,210,530$224M0.38%+5,892,27113F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,099,962$194M0.65%+4,863,49613F-HRTimeline
Cetera Investment Advisers6,068,690$166M0.35%+4,213,23213F-HRTimeline
Cassaday & Co Wealth Management LLC5,755,912$157M4.29%+3,900,23813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,635,367$154M0.33%+4,451,41713F-HRTimelineGroup
Cresset Asset Management, LLC5,513,275$151M0.73%+3,585,49313F-HRTimeline
MML INVESTORS SERVICES, LLC5,389,861$147M0.51%+3,667,58213F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding4,300,320$147M+2,562,327Timeline
Keystone Financial Planning, Inc.5,365,627$147M45.47%+3,506,72913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding5,289,270$145M+3,487,616Timeline
HighTower Advisors, LLC5,237,487$143M0.2%+3,599,05413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,076,341$139M0.01%+3,508,23813F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,893,735$134M0.55%+3,535,25413F-HRTimelineGroup
HHM Wealth Advisors, LLC4,872,578$133M18.1%+3,286,91713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,394,182$120M0.23%+2,866,68913F-HRTimelineGroup
Creative Planningin group Creative Planning4,333,971$118M0.12%+2,992,67313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,111,044$112M1.54%+2,735,29913F-HRTimelineGroup
Diversified Enterprises, LLC3,994,453$109M10.45%+2,784,82413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,827,693$105M0.4%+2,590,90413F-HRTimelineGroup
LVW Advisors, LLC3,597,636$98.3M12.04%+2,412,00313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,543,398$96.8M0.15%+2,389,71813F-HRTimelineGroup
D.A. DAVIDSON & CO.3,487,095$95.3M0.78%+2,361,14613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,412,124$93.2M+2,260,429Timeline
Focus Financial Network, Inc.3,183,816$87M3.46%+2,158,13613F-HRTimeline
Valmark Advisers, Inc.2,947,348$80.5M1.25%+2,035,23213F-HRTimeline
Bouchey Financial Group, Ltd.2,932,743$80.1M7%+2,116,46513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,918,214$79.7M+2,358,186Timeline
Asset Advisors Investment Management, L…2,836,535$77.5M8.11%+1,850,41713F-HRTimeline
IMA Advisory Services, Inc.2,687,274$73.4M8.84%new13F-HRTimeline
Berger Financial Group, Inc2,640,459$72.1M4.98%+1,804,98813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,511,823$69M0.28%+2,166,29513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,359,839$64.5M1.85%+1,516,79313F-HRTimeline
CVA Family Office, LLC2,298,314$62.8M9.94%+1,520,13713F-HRTimeline
Aptus Capital Advisors, LLC2,217,267$60.6M0.72%+1,601,08213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,190,631$59.8M0.06%+1,438,20513F-HRTimelineGroup
CGC Financial Services, LLC2,184,978$59.7M23.78%+1,477,76713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,174,554$59.4M+1,488,831Timeline
Allworth Financial LP2,100,813$58.7M0.32%+1,541,36613F-HRTimeline
MAI Capital Management2,139,147$58.4M0.44%+1,733,13813F-HRTimeline
PINNACLE ASSOCIATES LTD2,136,379$58.4M0.79%+1,501,20913F-HRTimeline
Steward Partners Investment Advisory, L…2,131,110$58.2M0.52%+1,464,92413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding2,098,671$57.3M+1,477,220Timeline
HOWARD FINANCIAL SERVICES, LTD.2,021,759$55.2M7.51%+1,364,51113F-HRTimeline
Marquette Asset Management, LLC2,017,395$55.1M9%+1,346,46113F-HRTimeline
Summit Asset Management, LLC1,945,979$53.2M9.34%+1,331,58113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,908,587$52.1M2.27%+1,276,46113F-HRTimeline
Summit Financial Wealth Advisors, LLC1,841,130$51M9.98%+1,266,45813F-HRTimeline
ESL Trust Services, LLC1,760,748$48.1M10.72%+1,173,78213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,751,195$47.8M12.57%13F-HRTimeline
Principle Wealth Partners LLC1,750,141$47.8M3.36%+1,205,93413F-HRTimeline
Whelan Financial1,685,510$46M18.1%+1,138,38213F-HRTimeline
Scott Capital Advisors, LLC1,686,234$46M13.23%+1,130,21013F-HRTimeline
Private Advisor Group, LLC1,669,849$45.6M0.26%+1,150,38213F-HRTimeline
Spinnaker Investment Group, LLC1,633,231$44.6M10.76%+1,100,36413F-HRTimeline
Main Street Financial Solutions, LLC1,633,114$44.6M4.4%+1,126,47613F-HRTimeline
Reliant Wealth Planning1,584,366$43.3M20.3%+967,84113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,581,000$43.2M1.26%+1,054,00013F-HRTimeline
CENTRAL TRUST Co1,572,410$43M1.05%+998,11013F-HRTimeline
True Link Financial Advisors, LLC1,568,525$42.9M3.6%+1,057,00613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,542,139$42.1M17.22%+1,030,03113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,533,215$41.9M14.28%+1,029,91213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,482,320$40.5M0.39%+1,012,54113F-HRTimelineGroup
Waverly Advisors, LLC1,479,271$40.4M0.63%+1,013,75713F-HRTimeline
MFA WEALTH ADVISORS, LLC1,478,079$40.4M10.33%+1,066,48513F-HRTimeline
BOKF, NAin group BOKF, NA1,485,598$40.1M0.68%+1,023,64913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,455,007$39.8M0.04%+1,200,62713F-HRTimelineGroup
Allied Investment Advisors, LLC1,454,946$39.7M8.01%+977,54813F-HRTimeline
Evergreen Advisors, LLC1,445,156$39.5M10.79%+982,05713F-HRTimeline
HB Wealth Management, LLC1,437,279$39.3M0.4%+956,45613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,437,053$39.3M0.1%+550,21813F-HRTimeline
BLAIR WILLIAM & CO/IL1,417,933$38.7M0.11%+1,024,15013F-HRTimeline
Beacon Pointe Advisors, LLC1,411,442$38.6M0.43%+950,79313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,409,906$38.5M1.07%+960,19613F-HRTimelineGroup
Richardson Capital Management LLC1,397,211$38.2M24.28%+936,44413F-HRTimeline
Independent Advisor Alliance1,390,683$38M0.5%+1,373,85013F-HRTimeline
Atria Wealth Solutions, Inc.1,364,911$37.3M0.41%+912,01513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,283,095$37M0.07%+830,43513F-HRTimelineGroup
Apexium Financial, LP1,312,557$35.9M2.18%+914,38513F-HRTimeline
Sunburst Financial Group, LLC1,311,918$35.8M8.86%+904,63013F-HRTimeline
Walker Financial Services, Inc.1,307,997$35.7M20.77%+921,05513F-HRTimeline
Leelyn Smith, LLC1,294,466$35.4M6.3%+875,45813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,288,572$35.2M3.17%+873,84813F-HRTimeline
Cedar Wealth Management, LLC1,256,921$34.3M12.42%+793,48913F-HRTimeline
Wealthspire Retirement, LLC1,246,583$34.1M2.69%+849,14213F-HRTimeline
Steele Capital Management, Inc.1,223,790$33.4M1.74%+813,33913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,210,155$33.1M0.09%+805,13113F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL1,208,749$33M0.78%+818,10413F-HRTimeline
Noble Family Wealth, LLC1,202,238$32.7M9.02%+821,05013F-HRTimeline
Northwest Quadrant Wealth Management, L…1,188,457$32.5M7.38%+808,65113F-HRTimeline
Venture Visionary Partners LLC1,177,083$32.2M1.36%+756,74013F-HR/ATimeline
PLANNING DIRECTIONS INC1,161,204$31.7M18.41%+793,82513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,142,893$31.2M3.9%+772,18413F-HRTimeline
Horizon Investments, LLC1,136,604$31.1M0.89%+774,73513F-HRTimeline
Silver Coast Investments LLC1,131,282$30.9M11.69%+717,79713F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,117,507$30.5M3.66%+728,22313F-HRTimeline
Nadler Financial Group, Inc.1,097,264$30M3.16%+740,74113F-HRTimeline
CHOREO, LLC1,091,745$29.8M0.43%+940,23913F-HRTimeline
Aspire Capital Advisors LLC1,089,645$29.8M8.51%+742,13613F-HRTimeline
American Financial Advisors, LLC1,083,103$29.6M4.17%+724,42113F-HRTimeline
Brady Martz Wealth Solutions, LLC1,073,750$29.5M7.13%13F-HRTimeline
Prosperity Consulting Group, LLC1,080,263$29.5M2.22%+736,58013F-HRTimeline
Hudock, Inc.1,079,201$29.5M5.15%+718,51113F-HRTimeline
Integrated Advisors Network LLC1,074,033$29.3M1.41%+739,81813F-HRTimeline
Janney Montgomery Scott LLC1,073,658$29.3M0.08%+739,25213F-HRTimeline
CRA Financial Services, LLC1,068,635$29.2M5.01%+722,15613F-HRTimeline
REGIMEN WEALTH, LLC1,061,816$29M9.47%+694,15913F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC1,058,927$28.9M10.53%+686,06513F-HRTimeline
EQUITABLE TRUST CO1,052,897$28.8M1.61%new13F-HRTimeline
Presidio Capital Management, LLC1,052,525$28.8M15.4%+770,10213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,042,402$28.5M2.66%+711,41113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,037,731$28.4M0.08%+696,63113F-HRTimeline
Ausdal Financial Partners, Inc.1,034,080$28.3M2.44%+782,54313F-HRTimeline
ForthRight Wealth Management, LLC1,031,124$28.2M9.39%+695,92013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,005,987$27.5M0.05%-481,06913F-HRTimelineGroup
Merit Financial Group, LLC1,002,360$27.4M0.49%+623,33013F-HRTimeline
SRH ADVISORS, LLC980,424$26.8M7.95%+652,68113F-HRTimeline
Verus Financial Partners, Inc.968,987$26.2M2.94%+648,37013F-HRTimeline
Intergy Private Wealth, LLC953,962$26.1M9.73%+644,78113F-HRTimeline
TrinityPoint Wealth, LLC953,822$26.1M3.66%+651,98513F-HRTimeline
Duncan Williams Asset Management, LLC948,172$25.9M10.2%+658,08213F-HRTimeline
Sanctuary Advisors, LLC924,802$25.9M0.16%+12,21313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC945,642$25.8M0.11%+647,90213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC931,020$25.4M0.26%+650,85213F-HRTimelineGroup
NewEdge Advisors, LLC927,418$25.3M0.15%+488,07613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…924,282$25.3M0.35%+661,99613F-HRTimelineGroup
Curran Financial Partners, LLC916,153$25M6.57%+636,94113F-HRTimeline
Sigma Planning Corp907,541$24.8M0.78%+610,93813F-HRTimeline
WFA Asset Management Corp901,966$24.6M13.32%+581,48213F-HRTimeline
Creekmur Asset Management LLC900,926$24.6M5.64%+608,39013F-HRTimeline
McCarthy Asset Management, Inc.885,426$24.2M17.07%+580,06013F-HRTimeline
Financial Insights, Inc.884,707$24.2M8.97%+602,98213F-HRTimeline
Asset Allocation Strategies LLC868,051$24M5.78%+560,21413F-HRTimeline
First Command Advisory Services, Inc.876,556$23.9M0.23%+616,58813F-HRTimeline
Souders Financial Advisors874,273$23.9M3.34%+587,86913F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.865,387$23.6M8.72%+558,99513F-HRTimeline
Eagle Capital Management, LLC862,365$23.6M9.5%+579,54913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…851,307$23.3M0.52%+592,63713F-HRTimelineGroup
JNBA Financial Advisors845,129$23.1M2.36%+561,42113F-HRTimeline
Capital Advantage, Inc.838,701$22.9M4.18%+564,47813F-HRTimeline
Elite Financial, Inc.824,871$22.5M12.21%13F-HRTimeline
Curi Capital, LLC822,539$22.5M0.52%+537,83813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC816,753$22.3M0.62%+549,62813F-HRTimeline
Dakota Wealth Management815,641$22.3M0.51%+537,04513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.815,026$22.3M6.49%+574,30813F-HRTimeline
Newman Dignan & Sheerar, Inc.805,876$22M5.64%+21,42513F-HRTimeline
Keudell/Morrison Wealth Management801,757$21.9M5.71%+551,74313F-HRTimeline
Integrated Wealth Concepts LLC796,438$21.8M0.25%+537,48313F-HRTimeline
Leo Wealth, LLC794,672$21.7M1.95%+561,50813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC790,289$21.6M2.03%+523,20013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC788,881$21.6M4.24%+487,59113F-HRTimeline
Regal Investment Advisors LLC783,827$21.4M1.61%+545,82413F-HRTimeline
AdvisorNet Financial, Inc783,068$21.4M1.79%+543,10313F-HRTimeline
FINANCIAL CONSULATE, INC776,613$21.2M5.63%+515,88913F-HRTimeline
LongView Wealth Management767,433$21M6.39%+548,14613F-HRTimeline
Tradition Wealth Management, LLC758,852$20.7M1.83%+506,91113F-HRTimeline
MANNING & NAPIER ADVISORS LLC758,594$20.7M0.24%+495,61313F-HRTimeline
Clifford Group, LLC757,198$20.7M15.77%+515,47713F-HRTimeline
IFP Advisors, Inc752,814$20.6M0.67%+524,12213F-HRTimeline
RFG Advisory, LLC750,119$20.5M0.58%+507,78013F-HRTimeline
Hidden Cove Wealth Management, LLC740,486$20.2M16.42%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC739,374$20.2M0.74%+495,57613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp737,905$20.2M<0.01%+531,67613F-HRTimelineGroup
Joule Financial, LLC732,390$20M7.07%+501,92113F-HRTimeline
Certified Advisory Corp719,554$19.7M2.13%+479,72013F-HRTimeline
OneDigital Investment Advisors LLC712,412$19.5M0.23%+465,77913F-HRTimeline
Towneley Capital Management, Inc / DE711,988$19.5M4.62%+480,50613F-HRTimeline
DAGCO, INC.710,433$19.4M6.43%+519,33813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…703,581$19.2M12.67%+459,36113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…700,714$19.1M2.91%+493,55113F-HRTimeline
Southland Equity Partners LLC699,852$19.1M4.45%+492,18013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC699,122$19.1M14.31%+467,11213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC696,321$19M0.47%+474,24413F-HRTimeline
PFG Advisors694,966$19M1.16%+460,67413F-HRTimeline
Global Wealth Management, LLC689,235$18.8M12.02%+458,33813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC678,808$18.5M4.67%+454,01213F-HRTimeline
Schaeffer Financial LLC664,101$18.1M18.1%+444,67013F-HRTimeline
Koshinski Asset Management, Inc.658,825$18M1.62%+413,84213F-HRTimeline
RVW Wealth, LLC655,766$17.9M1.67%+428,69313F-HRTimeline
Prepared Retirement Institute LLC643,391$17.6M10.03%+442,33613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding641,017$17.5M+447,348Timeline
Powers Advisory Group, LLC635,171$17.4M8.69%+429,00713F-HRTimeline