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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,796 managers (1,814 13F filers) reported a position in SCHD shares at 2025-03-31, 870,734,839 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,796
13F filers
1,814
New
108
Added
904
Reduced
593
Sold out
87
Shares held by filers
870,734,839

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC38,785,482$1.08B0.42%+2,470,70613F-HRTimeline
Rakuten Investment Management, Inc.33,032,234$911M4.17%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,243,420$902M0.08%-17,387,36413F-HRTimelineGroup
Wealthspire Advisors, LLC29,554,836$826M4.94%+14,410,72413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,361,323$821M0.06%+886,02513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.27,640,926$773M4.69%+1,637,30013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,199,631$593M0.22%-503,84513F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO18,570,000$519M18.58%-8,250,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,486,899$517M-1,493,369Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,763,626$497M0.41%-459,05013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,539,875$491M0.13%+113,33013F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,485,194$433M0.1%-490,08913F-HRTimelineGroup
Wealthfront Advisers LLC13,924,582$389M1.05%-385,06013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,496,416$377M0.53%+365,85613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,654,619$326M0.62%+182,74913F-HRTimeline
Orgel Wealth Management, LLC11,520,110$322M8.37%+457,86713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,047,605$281M0.63%+1,034,22913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,960,232$278M0.07%-2,334,00313F-HRTimelineGroup
Avantax Planning Partners, Inc.9,634,773$269M9.54%+253,79013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,164,874$256M0.06%+84,95613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC8,235,659$230M0.38%+25,12913F-HRTimelineGroup
Cresset Asset Management, LLC7,582,282$212M1.06%+2,069,00713F-HRTimeline
Cetera Investment Advisers6,818,561$191M0.37%+749,87113F-HRTimeline
Cambridge Investment Research Advisors,…6,768,332$189M0.64%-331,63013F-HRTimeline
Cassaday & Co Wealth Management LLC5,917,303$165M4.65%+161,39113F-HRTimeline
MML INVESTORS SERVICES, LLC5,872,993$164M0.55%+483,13213F-HRTimeline
HighTower Advisors, LLC5,669,012$159M0.22%+431,52513F-HRTimeline
CWM, LLCin group CWM, LLC5,650,775$158M0.63%+757,04013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,620,573$157M0.32%-14,79413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,566,702$156M0.01%+490,36113F-HRTimelineGroup
Keystone Financial Planning, Inc.5,488,320$153M45.72%+122,69313F-HRTimeline
HHM Wealth Advisors, LLC4,975,278$139M18.73%+102,70013F-HRTimeline
Creative Planningin group Creative Planning4,483,982$125M0.12%+150,01113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,388,473$123M0.24%-5,70913F-HRTimelineGroup
Diversified Enterprises, LLC4,204,454$118M9.89%+210,00113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,090,737$114M1.6%-20,30713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,898,870$109M-1,390,400Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,799,101$106M0.43%-28,59213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,572,321$99.9M0.16%+28,92313F-HRTimelineGroup
LVW Advisors, LLC3,538,710$98.9M11.93%-58,92613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,538,067$98.9M+125,943Timeline
Focus Financial Network, Inc.3,262,533$91.2M3.73%+78,71713F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding3,243,784$90.7M-1,056,536Timeline
Bouchey Financial Group, Ltd.2,993,100$83.7M7.55%+60,35713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,944,803$82.3M+26,589Timeline
Berger Financial Group, Inc2,927,350$81.8M5.69%+286,89113F-HRTimeline
IMA Advisory Services, Inc.2,881,242$80.5M9.55%+193,96813F-HRTimeline
Asset Advisors Investment Management, L…2,769,066$77.4M8.13%-67,46913F-HRTimeline
Valmark Advisers, Inc.2,721,229$76.1M1.15%-226,11913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,695,791$74.3M0.3%+183,96813F-HRTimelineGroup
CVA Family Office, LLC2,445,913$68.4M10.48%+147,59913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding2,405,829$67.3M+307,158Timeline
HARBOUR INVESTMENTS, INC.2,397,477$67M1.92%+37,63813F-HRTimeline
Aptus Capital Advisors, LLC2,346,090$65.6M0.74%+128,82313F-HRTimeline
CGC Financial Services, LLC2,253,695$63M24.92%+68,71713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,207,945$61.7M0.07%+17,31413F-HRTimelineGroup
MAI Capital Management2,143,256$59.9M0.45%+4,10913F-HRTimeline
Steward Partners Investment Advisory, L…2,075,375$58M0.51%-55,73513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,073,100$58M7.89%+51,34113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,082,694$57.4M0.05%+627,68713F-HR/ATimelineGroup
Marquette Asset Management, LLC2,022,508$56.5M9.97%+5,11313F-HRTimeline
Allworth Financial LP2,140,743$55M0.31%+39,93013F-HRTimeline
Summit Asset Management, LLC1,960,336$54.8M9.49%+14,35713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,926,141$53.9M2.42%+17,55413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,915,842$53.6M0.23%+970,20013F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC1,868,599$52.2M10.37%+27,46913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,838,792$51.2M9.83%+87,59713F-HRTimeline
D.A. DAVIDSON & CO.1,827,847$51.1M0.41%-1,659,24813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,788,685$49.6M-385,869Timeline
Private Advisor Group, LLC1,763,568$49.3M0.3%+93,71913F-HRTimeline
ESL Trust Services, LLC1,760,616$49.2M11.11%-13213F-HRTimeline
True Link Financial Advisors, LLC1,754,522$49.1M3.66%+185,99713F-HRTimeline
Spinnaker Investment Group, LLC1,737,381$48.6M10.98%+104,15013F-HRTimeline
Scott Capital Advisors, LLC1,729,624$48.4M14.43%+43,39013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,729,280$48.4M0.46%+246,96013F-HRTimelineGroup
Main Street Financial Solutions, LLC1,713,584$47.9M4.16%+80,47013F-HRTimeline
Whelan Financial1,687,353$47.2M18.35%+1,84313F-HRTimeline
Sarver Vrooman Wealth Advisors1,643,805$46M30.58%13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,607,111$44.9M14.11%+73,89613F-HRTimeline
BOKF, NAin group BOKF, NA1,606,063$44.9M0.79%+120,46513F-HRTimelineGroup
Waverly Advisors, LLC1,594,056$44.6M0.54%+114,78513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,581,000$44.2M1.34%013F-HRTimeline
Reliant Wealth Planning1,580,323$44.2M20.16%-4,04313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,580,169$44.2M18%+38,03013F-HRTimeline
PINNACLE ASSOCIATES LTD1,568,374$43.9M0.64%-568,00513F-HRTimeline
Allied Investment Advisors, LLC1,531,316$42.8M8.12%+76,37013F-HRTimeline
HB Wealth Management, LLC1,524,103$42.6M0.36%+86,82413F-HRTimeline
Golden Reserve Retirement LLC1,508,128$42.2M16.77%13F-HRTimeline
BLAIR WILLIAM & CO/IL1,507,157$42.1M0.13%+89,22413F-HRTimeline
Northwest Quadrant Wealth Management, L…1,497,709$41.9M9.83%+309,25213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,486,016$41.5M0.1%+48,96313F-HRTimeline
MFA WEALTH ADVISORS, LLC1,483,443$41.5M10.27%+5,36413F-HRTimeline
CENTRAL TRUST Co1,479,868$41.4M1.02%-92,54213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,468,080$41M1.1%+58,17413F-HRTimelineGroup
Evergreen Advisors, LLC1,440,267$40.3M11.18%-4,88913F-HRTimeline
Richardson Capital Management LLC1,435,948$40.1M25.04%+38,73713F-HRTimeline
Walker Financial Services, Inc.1,408,378$39.4M20.64%+100,38113F-HRTimeline
Presidio Capital Management, LLC1,396,412$39M16.28%+343,88713F-HRTimeline
Atria Wealth Solutions, Inc.1,362,043$38.1M0.46%-2,86813F-HRTimeline
Apexium Financial, LP1,356,970$37.9M2.26%+44,41313F-HRTimeline
Leelyn Smith, LLC1,355,031$37.9M6.73%+60,56513F-HRTimeline
Sunburst Financial Group, LLC1,340,110$37.5M9.2%+28,19213F-HRTimeline
Wealthspire Retirement, LLC1,331,808$37.2M2.95%+85,22513F-HRTimeline
Beacon Pointe Advisors, LLC1,308,070$36.6M0.41%-103,37213F-HRTimeline
Venture Visionary Partners LLC1,289,798$36.1M1.51%+112,71513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,281,631$35.8M0.1%+71,47613F-HRTimelineGroup
PLANNING DIRECTIONS INC1,280,082$35.8M15.3%+118,87813F-HRTimeline
Noble Family Wealth, LLC1,269,979$35.5M9.78%+67,74113F-HRTimeline
Cedar Wealth Management, LLC1,266,531$35.4M12.6%+9,61013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,244,744$34.8M0.09%+207,01313F-HRTimeline
Steele Capital Management, Inc.1,222,824$34.2M1.78%-96613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,319,531$34M2.88%+30,95913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,207,941$33.8M0.07%new13F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL1,204,461$33.7M0.79%-4,28813F-HRTimeline
WFA Asset Management Corp417,238$33.6M17.59%-484,72813F-HRTimeline
Prosperity Consulting Group, LLC1,187,512$33.2M2.57%+107,24913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,185,871$33.2M4.17%+42,97813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,142,979$32M0.46%+668,64513F-HRTimelineGroup
CRA Financial Services, LLC1,128,909$31.6M5.4%+60,27413F-HRTimeline
Janney Montgomery Scott LLC1,114,329$31.2M0.09%+40,67113F-HRTimeline
Horizon Investments, LLC1,111,414$31.1M0.93%-25,19013F-HRTimeline
Nadler Financial Group, Inc.1,101,407$30.8M3.41%+4,14313F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,096,815$30.7M3.62%-20,69213F-HRTimeline
Ausdal Financial Partners, Inc.1,090,437$30.5M2.3%+56,35713F-HRTimeline
REGIMEN WEALTH, LLC1,086,139$30.4M9.76%+24,32313F-HRTimeline
CHOREO, LLC1,070,787$30M0.47%-20,95813F-HRTimeline
American Financial Advisors, LLC1,067,891$29.9M4.33%-15,21213F-HRTimeline
ForthRight Wealth Management, LLC1,059,480$29.6M9.91%+28,35613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,011,123$29.6M0.07%-271,97213F-HR/ATimelineGroup
Duncan Williams Asset Management, LLC1,044,607$29.2M10.55%+96,43513F-HRTimeline
Hudock, Inc.1,041,820$29.1M5.09%-37,38113F-HRTimeline
Aspire Capital Advisors LLC1,040,060$29.1M8.68%-49,58513F-HRTimeline
Silver Coast Investments LLC1,036,235$29M10.99%-95,04713F-HRTimeline
Brady Martz Wealth Solutions, LLC1,030,824$28.8M6.53%-42,92613F-HRTimeline
EQUITABLE TRUST CO1,015,217$28.4M1.57%-37,68013F-HRTimeline
Curran Financial Partners, LLC1,006,727$28.1M6.91%+90,57413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…990,262$27.7M0.41%+65,98013F-HRTimelineGroup
Coastal Bridge Advisors, LLC982,226$27.5M2.49%new13F-HR/ATimeline
Intergy Private Wealth, LLC974,009$27.2M10.36%+20,04713F-HRTimeline
Regal Investment Advisors LLC963,901$27M2.18%+180,07413F-HRTimeline
Merit Financial Group, LLC954,107$26.7M0.4%-48,25313F-HRTimeline
First Command Advisory Services, Inc.949,867$26.6M0.26%+73,31113F-HRTimeline
Principle Wealth Partners LLC947,851$26.5M1.89%-802,29013F-HRTimeline
SRH ADVISORS, LLC942,552$26.4M8.14%-37,87213F-HRTimeline
Souders Financial Advisors941,678$26.3M3.68%+67,40513F-HRTimeline
NewEdge Advisors, LLC940,551$26.3M0.16%+13,13313F-HRTimeline
Financial Insights, Inc.924,343$25.8M10.29%+39,63613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC910,578$25.5M2.42%+120,28913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…907,271$25.4M0.55%+55,96413F-HRTimelineGroup
Verus Financial Partners, Inc.989,398$25.2M2.87%+20,41113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.899,104$25.1M7.05%+84,07813F-HRTimeline
AdvisorNet Financial, Inc887,612$24.8M1.84%+104,54413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP886,292$24.8M0.04%-119,69513F-HRTimelineGroup
Sigma Planning Corp882,844$24.7M0.79%-24,69713F-HRTimeline
McCarthy Asset Management, Inc.882,306$24.7M17.87%-3,12013F-HRTimeline
Newman Dignan & Sheerar, Inc.878,549$24.6M6.7%+72,67313F-HR/ATimeline
WEALTH MANAGEMENT RESOURCES, INC.872,406$24.4M8.85%+7,01913F-HRTimeline
Eagle Capital Management, LLC864,599$24.2M10.7%+2,23413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC853,767$23.9M0.66%+37,01413F-HRTimeline
Keudell/Morrison Wealth Management853,043$23.9M5.63%+51,28613F-HRTimeline
Capital Advantage, Inc.838,701$22.9M4.18%013F-HRTimeline
LongView Wealth Management815,541$22.8M6.84%+48,10813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp815,366$22.8M<0.01%+77,46113F-HRTimelineGroup
eCIO, Inc.814,757$22.8M7.62%13F-HRTimeline
Creekmur Asset Management LLC811,833$22.7M4.76%-89,09313F-HRTimeline
JNBA Financial Advisors804,897$22.5M2.33%-40,23213F-HRTimeline
Sanctuary Advisors, LLC803,655$22.5M0.16%-121,14713F-HRTimeline
RFG Advisory, LLC798,274$22.3M0.6%+48,15513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC786,423$22M4.73%-2,45813F-HRTimeline
IFP Advisors, Inc783,749$21.9M0.68%+30,93513F-HRTimeline
Tradition Wealth Management, LLC779,311$21.8M1.92%+20,45913F-HRTimeline
FINANCIAL CONSULATE, INC779,049$21.8M5.5%+2,43613F-HRTimeline
Dakota Wealth Management772,812$21.6M0.51%-42,82913F-HRTimeline
Hidden Cove Wealth Management, LLC770,213$21.5M17.03%+29,72713F-HRTimeline
MANNING & NAPIER ADVISORS LLC754,537$21.1M0.26%-4,05713F-HRTimeline
Integrated Wealth Concepts LLC747,731$20.9M0.24%-48,70713F-HRTimeline
Joule Financial, LLC746,769$20.9M7.33%+14,37913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC740,236$20.7M0.77%+86213F-HRTimeline
Asset Allocation Strategies LLC736,879$20.6M5.13%-131,17213F-HRTimeline
Curi Capital, LLC735,185$20.6M0.51%-87,35413F-HRTimeline
Towneley Capital Management, Inc / DE732,531$20.5M4.79%+20,54313F-HRTimeline
Elite Financial, Inc.731,407$20.4M10.81%-93,46413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding730,559$20.4M+89,542Timeline
DAGCO, INC.713,093$19.9M6.45%+2,66013F-HRTimeline
PFG Advisors712,370$19.9M1.11%+17,40413F-HRTimeline
Integrated Advisors Network LLC707,556$19.8M1%-366,47713F-HRTimeline
OneDigital Investment Advisors LLC707,410$19.8M0.23%-5,00213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…702,288$19.6M13.24%-1,29313F-HRTimeline
Farther Finance Advisors, LLC700,385$19.5M0.5%+206,54613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC697,533$19.5M14.79%-1,58913F-HRTimeline
Southland Equity Partners LLC696,932$19.5M4.54%-2,92013F-HRTimeline
Global Wealth Management, LLC689,679$19.3M11.13%+44413F-HRTimeline
Schaeffer Financial LLC688,852$19.3M21.25%+24,75113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…689,244$19.2M2.97%-11,47013F-HRTimeline
Powers Advisory Group, LLC680,620$19M9.07%+45,44913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…668,762$18.7M1.74%-373,64013F-HRTimeline
CIBC WORLD MARKET INC.659,553$18.4M0.04%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC651,139$18.2M0.5%-45,18213F-HRTimeline
Foundations Investment Advisors, LLC643,093$18M0.33%+500,16213F-HRTimeline
Ledyard National Bank641,941$17.9M1.78%+41,99613F-HRTimeline