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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,790 managers (1,807 13F filers) reported a position in SCHD shares at 2025-06-30, 793,267,226 shares in all. 101 filers opened a position and 115 filers sold out during the quarter.

Managers
1,790
13F filers
1,807
New
101
Added
841
Reduced
644
Sold out
115
Shares held by filers
793,267,226

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC39,215,993$1.04B0.35%+430,51113F-HRTimeline
Wealthspire Advisors, LLC28,982,800$768M4.32%-572,03613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,560,608$757M0.06%-3,682,81213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.28,436,927$754M4.14%+796,00113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,227,260$748M0.05%-1,134,06313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding19,558,097$518M+1,071,198Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,528,202$464M0.16%-3,671,42913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,126,918$454M0.33%-636,70813F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,668,364$415M0.09%+183,17013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,787,940$392M0.1%-2,751,93513F-HRTimelineGroup
Wealthfront Advisers LLC13,453,546$357M0.92%-471,03613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,067,607$330M0.55%+412,98813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,003,126$318M0.42%-1,493,29013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,264,610$299M0.53%+1,217,00513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,139,634$269M0.06%+179,40213F-HRTimelineGroup
Avantax Planning Partners, Inc.9,459,398$251M7.95%-175,37513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,093,676$241M0.05%-71,19813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC7,836,326$208M0.3%-399,33313F-HRTimelineGroup
Cetera Investment Advisers7,104,121$188M0.32%+285,56013F-HRTimeline
Cambridge Investment Research Advisors,…6,852,538$182M0.55%+84,20613F-HRTimeline
Keystone Financial Planning, Inc.6,342,618$168M50.81%+854,29813F-HRTimeline
MML INVESTORS SERVICES, LLC6,058,642$161M0.46%+185,64913F-HRTimeline
Cassaday & Co Wealth Management LLC5,922,555$157M3.93%+5,25213F-HRTimeline
HighTower Advisors, LLC5,651,066$150M0.19%-17,94613F-HRTimeline
CWM, LLCin group CWM, LLC5,614,863$149M0.52%-35,91213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,594,469$148M0.26%-26,10413F-HRTimelineGroup
HHM Wealth Advisors, LLC5,189,527$138M16.35%+214,24913F-HRTimeline
RMG Wealth Management LLC4,904,608$133M20.39%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,630,952$123M0.22%+242,47913F-HRTimelineGroup
Diversified Enterprises, LLC4,560,879$121M9.02%+356,42513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,520,994$120M0.01%-1,045,70813F-HRTimelineGroup
Creative Planningin group Creative Planning4,376,728$116M0.1%-107,25413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,987,951$106M1.32%-102,78613F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding3,983,099$106M+739,315Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,808,299$101M0.38%+9,19813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,761,756$99.7M0.15%+189,43513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,368,174$89.3M-169,893Timeline
LVW Advisors, LLC3,323,058$88.1M9.86%-215,65213F-HRTimeline
Focus Financial Network, Inc.3,231,634$85.6M3.38%-30,89913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,226,223$85.5M-672,647Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…3,122,121$82.7M0.29%+426,33013F-HRTimelineGroup
Bouchey Financial Group, Ltd.3,046,323$80.7M6.71%+53,22313F-HRTimeline
Berger Financial Group, Inc3,025,413$80.2M5.2%+98,06313F-HRTimeline
IMA Advisory Services, Inc.2,908,929$77.1M8.26%+27,68713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,792,665$74M-152,138Timeline
Valmark Advisers, Inc.2,727,891$72.3M1.01%+6,66213F-HRTimeline
Asset Advisors Investment Management, L…2,722,385$72.1M7.13%-46,68113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,539,554$67M0.05%+456,86013F-HRTimelineGroup
Cresset Asset Management, LLC2,405,858$63.8M0.32%-5,176,42413F-HR/ATimeline
Aptus Capital Advisors, LLC2,345,429$62.2M0.61%-66113F-HRTimeline
CVA Family Office, LLC2,315,151$61.4M8.62%-130,76213F-HRTimeline
CGC Financial Services, LLC2,255,238$59.8M20.18%+1,54313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,243,102$59.4M0.06%+35,15713F-HRTimelineGroup
Allworth Financial LP2,181,806$57.8M0.28%+41,06313F-HRTimeline
MAI Capital Management2,177,360$57.7M0.4%+34,10413F-HRTimeline
D.A. DAVIDSON & CO.2,112,887$56M0.39%+285,04013F-HRTimeline
Steward Partners Investment Advisory, L…2,047,805$54.3M0.42%-27,57013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,032,073$53.8M7.08%-41,02713F-HRTimeline
Summit Financial Wealth Advisors, LLC2,001,881$53M9.52%+133,28213F-HRTimeline
Summit Asset Management, LLC1,973,901$52.3M8.52%+13,56513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,915,554$50.8M1.96%-10,58713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,903,535$50.4M1.28%-493,94213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,901,560$50.4M0.42%+172,28013F-HRTimelineGroup
Scott Capital Advisors, LLC1,817,992$49.6M13.44%+88,36813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,869,995$49.6M0.11%+625,25113F-HRTimeline
Private Advisor Group, LLC1,830,412$48.5M0.26%+66,84413F-HRTimeline
Main Street Financial Solutions, LLC1,825,823$48.4M3.51%+112,23913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,816,341$48.1M7.64%-22,45113F-HRTimeline
ESL Trust Services, LLC1,808,322$47.9M9.79%+47,70613F-HRTimeline
Whelan Financial1,739,213$46.1M16.67%+51,86013F-HRTimeline
BOKF, NAin group BOKF, NA1,713,040$45.4M0.74%+106,97713F-HRTimelineGroup
Golden Reserve Retirement LLC1,669,463$44.2M14.19%+161,33513F-HRTimeline
Reliant Wealth Planning1,650,384$43.7M17.07%+70,06113F-HRTimeline
Sarver Vrooman Wealth Advisors1,646,711$43.6M29%+2,90613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,639,370$43.4M15.64%+59,20113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,636,892$43.4M0.1%+150,87613F-HRTimeline
Allied Investment Advisors, LLC1,632,590$43.3M7.56%+101,27413F-HRTimeline
Richardson Capital Management LLC1,622,840$43M22.55%+186,89213F-HRTimeline
Spinnaker Investment Group, LLC1,615,970$42.8M10.06%-121,41113F-HRTimeline
Waverly Advisors, LLC1,582,325$41.9M0.46%-11,73113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,581,000$41.9M1.19%013F-HRTimeline
CIBC WORLD MARKET INC.1,551,276$41.1M0.09%+891,72313F-HRTimeline
PINNACLE ASSOCIATES LTD1,527,743$40.5M0.59%-40,63113F-HRTimeline
Northwest Quadrant Wealth Management, L…1,525,168$40.4M9.01%+27,45913F-HRTimeline
Walker Financial Services, Inc.1,522,859$40.4M18.34%+114,48113F-HRTimeline
BLAIR WILLIAM & CO/IL1,483,361$39.3M0.11%-23,79613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,479,211$39.2M0.89%+11,13113F-HRTimelineGroup
Apexium Financial, LP1,457,109$38.6M2.05%+100,13913F-HRTimeline
Evergreen Advisors, LLC1,444,389$38.3M10.14%+4,12213F-HRTimeline
HB Wealth Management, LLC1,439,980$38.2M0.31%-84,12313F-HRTimeline
Leelyn Smith, LLC1,423,540$37.7M6.19%+68,50913F-HRTimeline
Sunburst Financial Group, LLC1,383,074$36.7M8.21%+42,96413F-HRTimeline
Beacon Pointe Advisors, LLC1,369,767$36.3M0.38%+61,69713F-HRTimeline
CHOREO, LLC1,328,370$35.2M0.49%+257,58313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,318,633$34.9M0.48%+328,37113F-HRTimelineGroup
Wealthspire Retirement, LLC1,317,410$34.9M2.31%-14,39813F-HRTimeline
PLANNING DIRECTIONS INC1,307,298$34.6M19.5%+27,21613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,301,554$34.5M-1,104,275Timeline
Noble Family Wealth, LLC1,288,865$34.2M8.35%+18,88613F-HRTimeline
Cedar Wealth Management, LLC1,285,407$34.1M11.54%+18,87613F-HRTimeline
Venture Visionary Partners LLC1,273,322$33.7M1.27%-16,47613F-HRTimeline
MFA WEALTH ADVISORS, LLC1,270,714$33.7M7.9%-212,72913F-HRTimeline
Steele Capital Management, Inc.1,223,197$32.4M1.56%+37313F-HRTimeline
ForthRight Wealth Management, LLC1,205,516$31.9M9.96%+146,03613F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,201,552$31.8M0.71%-2,90913F-HRTimeline
CRA Financial Services, LLC1,198,977$31.8M4.86%+70,06813F-HRTimeline
DDD Partners, LLC1,196,005$31.7M3.4%+1,164,30613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,174,249$31.1M3.59%-11,62213F-HRTimeline
Prosperity Consulting Group, LLC1,173,654$31.1M2.27%-13,85813F-HRTimeline
Keudell/Morrison Wealth Management1,172,084$31.1M6.89%+319,04113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,171,274$31M-617,411Timeline
True Link Financial Advisors, LLC1,164,012$30.8M2.13%-590,51013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,161,943$30.8M0.01%+346,57713F-HRTimelineGroup
Janney Montgomery Scott LLC1,140,296$30.2M0.08%+25,96713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,131,527$30M8.7%-475,58413F-HRTimeline
Duncan Williams Asset Management, LLC1,124,692$29.8M9.41%+80,08513F-HR/ATimeline
Ausdal Financial Partners, Inc.1,112,718$29.5M1.97%+22,28113F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,093,224$29M3.23%-3,59113F-HRTimeline
American Financial Advisors, LLC1,084,360$28.7M4.01%+16,46913F-HRTimeline
Curran Financial Partners, LLC1,083,885$28.7M6.35%+77,15813F-HRTimeline
WFA Asset Management Corp361,677$28.1M15.9%-55,56113F-HRTimeline
CENTRAL TRUST Co1,054,329$27.9M0.64%-425,53913F-HRTimeline
Verus Financial Partners, Inc.1,016,613$27.7M2.83%+27,21513F-HRTimeline
Nadler Financial Group, Inc.1,036,541$27.5M2.81%-64,86613F-HRTimeline
First Command Advisory Services, Inc.1,029,248$27.3M0.23%+79,38113F-HRTimeline
Coastal Bridge Advisors, LLC1,020,323$27M2.25%+38,09713F-HRTimeline
Hudock, Inc.1,014,366$26.9M4.32%-27,45413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,004,274$26.6M0.65%+150,50713F-HRTimeline
Regal Investment Advisors LLC996,545$26.4M1.98%+32,64413F-HRTimeline
Intergy Private Wealth, LLC992,513$26.3M8.97%+18,50413F-HRTimeline
AdvisorNet Financial, Inc987,028$26.2M1.69%+99,41613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC986,197$26.1M1.99%-333,33413F-HRTimeline
Souders Financial Advisors982,022$26M3.31%+40,34413F-HRTimeline
Merit Financial Group, LLC968,544$25.7M0.29%+14,43713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC956,120$25.3M2.31%+45,54213F-HRTimeline
Silver Coast Investments LLC954,063$25.3M9.19%-82,17213F-HRTimeline
Principle Wealth Partners LLC950,714$25.2M1.57%+2,86313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.950,145$25.2M6.34%+51,04113F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.944,248$25M8.54%+71,84213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC961,956$24.9M0.1%-953,88613F-HRTimelineGroup
SRH ADVISORS, LLC926,301$24.5M7.47%-16,25113F-HRTimeline
Presidio Capital Management, LLC925,274$24.5M9.44%-471,13813F-HRTimeline
Financial Insights, Inc.908,983$24.1M8.8%-15,36013F-HRTimeline
Horizon Investments, LLC906,123$24M0.38%-205,29113F-HRTimeline
EQUITABLE TRUST CO904,156$24M1.19%-111,06113F-HRTimeline
Newman Dignan & Sheerar, Inc.903,333$23.9M5.5%+24,78413F-HRTimeline
Aspire Capital Advisors LLC901,858$23.9M6.6%-138,20213F-HRTimeline
Sigma Planning Corp895,068$23.7M0.71%+12,22413F-HRTimeline
Eagle Capital Management, LLC894,919$23.7M10.42%+30,32013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…889,213$23.6M0.52%-18,05813F-HRTimelineGroup
eCIO, Inc.882,954$23.4M9.87%+68,19713F-HRTimeline
ALBION FINANCIAL GROUP /UT882,802$23.4M1.53%+318,88113F-HRTimeline
RFG Advisory, LLC868,854$23M0.54%+70,58013F-HRTimeline
Capital Advantage, Inc.865,886$22.9M3.63%+27,18513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC861,845$22.8M0.21%new13F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC845,526$22.4M4.33%-185,29813F-HRTimeline
McCarthy Asset Management, Inc.842,718$22.3M15.17%-39,58813F-HRTimeline
NewEdge Advisors, LLC840,628$22.3M0.11%-99,92313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP835,613$22.1M0.03%-50,67913F-HR/ATimelineGroup
SUMMIT WEALTH GROUP LLC / CO835,035$22.1M5.56%13F-HRTimeline
Leo Wealth, LLC829,095$22M1.71%+799,37913F-HRTimeline
Integrated Wealth Concepts LLC828,050$21.9M0.22%+80,31913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co820,000$21.7M0.05%new13F-HRTimelineGroup
LongView Wealth Management819,827$21.7M6.58%+4,28613F-HRTimeline
IFP Advisors, Inc812,290$21.5M0.61%+28,54113F-HRTimeline
Tradition Wealth Management, LLC809,803$21.5M1.71%+30,49213F-HRTimeline
Curi Capital, LLC805,953$21.4M0.41%+70,76813F-HRTimeline
Sanctuary Advisors, LLC803,385$21.3M0.13%-27013F-HRTimeline
FINANCIAL CONSULATE, INC799,472$21.2M4.18%+20,42313F-HRTimeline
Bison Wealth, LLC774,894$21.1M1.67%+211,81513F-HRTimeline
Farther Finance Advisors, LLC789,451$20.9M0.42%+89,06613F-HRTimeline
WIT, LLC786,995$20.9M0.52%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC775,552$20.6M0.72%+35,31613F-HRTimeline
Joule Financial, LLC767,946$20.4M6.61%+21,17713F-HRTimeline
Asset Allocation Strategies LLC741,315$19.6M4.34%+4,43613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding738,008$19.6M+7,449Timeline
Creekmur Asset Management LLC735,449$19.5M3.44%-76,38413F-HRTimeline
Elite Financial, Inc.730,748$19.4M9.57%-65913F-HRTimeline
DAGCO, INC.732,891$19.4M5.42%+19,79813F-HRTimeline
Global Wealth Management, LLC710,673$19.4M10.64%+20,99413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC728,852$19.3M4.67%+152,33313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…723,733$19.2M12.56%+21,44513F-HRTimeline
Integrated Advisors Network LLC723,110$19.2M0.87%+15,55413F-HRTimeline
REGIMEN WEALTH, LLC722,339$19.1M5.94%-363,80013F-HRTimeline
MANNING & NAPIER ADVISORS LLC717,163$19M0.23%-37,37413F-HRTimeline
Apriem Advisors708,636$18.8M2%+240,56813F-HRTimeline
Ledyard National Bank708,461$18.8M1.77%+66,52013F-HRTimeline
Schaeffer Financial LLC702,940$18.6M18.19%+14,08813F-HRTimeline
OneDigital Investment Advisors LLC698,589$18.5M0.21%-8,82113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management697,549$18.5M0.24%-445,43013F-HRTimelineGroup
Southland Equity Partners LLC695,335$18.4M4.04%-1,59713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC687,017$18.2M<0.01%+94,06413F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC672,530$18.2M3%+98,60013F-HRTimelineGroup
Towneley Capital Management, Inc / DE676,651$17.9M4.11%-55,88013F-HRTimeline
Powers Advisory Group, LLC665,788$17.6M7.76%-14,83213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…663,942$17.6M2.61%-25,30213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…657,646$17.4M1.45%-11,11613F-HRTimeline
Legacy Edge Advisors, LLC656,271$17.4M2.32%+58,60513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.638,509$17.3M3.17%+39,27413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC640,539$17M0.41%-10,60013F-HRTimeline