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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,791 managers (1,809 13F filers) reported a position in SCHD shares at 2025-09-30, 812,965,838 shares in all. 108 filers opened a position and 87 filers sold out during the quarter.

Managers
1,791
13F filers
1,809
New
108
Added
762
Reduced
745
Sold out
87
Shares held by filers
812,965,838

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.41,592,034$1.13B4.01%13F-HRTimelineGroup
LPL Financial LLC36,293,348$991M0.29%-2,922,64513F-HRTimeline
Cetera Investment Advisers35,015,919$956M1.11%+27,911,79813F-HRTimeline
SUMITOMO LIFE INSURANCE CO31,050,000$848M26.32%new13F-HRTimeline
Wealthspire Advisors, LLC28,281,342$772M4.04%-701,45813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY27,225,753$743M0.05%-1,001,50713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,352,037$719M0.05%-2,208,57113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,407,050$503M-1,151,047Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,422,407$448M0.14%-1,105,79513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,552,135$425M0.28%-1,574,78313F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,522,660$396M0.08%-1,145,70413F-HRTimelineGroup
Wealthfront Advisers LLC13,168,861$360M0.84%-284,68513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,857,875$327M0.46%+593,26513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,921,137$325M0.42%-81,98913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,576,470$316M0.48%-491,13713F-HRTimeline
Avantax Planning Partners, Inc.9,739,675$266M7.62%+280,27713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,650,646$263M0.05%-488,98813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,298,376$254M0.06%-5,489,56413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,691,018$210M0.04%-1,402,65813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,253,548$198M0.26%-582,77813F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,890,806$188M0.52%+38,26813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,599,938$180M0.29%+1,005,46913F-HRTimelineGroup
Keystone Financial Planning, Inc.6,150,754$168M48.8%-191,86413F-HRTimeline
Cassaday & Co Wealth Management LLC6,073,520$166M3.82%+150,96513F-HRTimeline
MML INVESTORS SERVICES, LLC5,952,247$162M0.43%-106,39513F-HRTimeline
HighTower Advisors, LLC5,684,538$155M0.18%+33,47213F-HRTimeline
CWM, LLCin group CWM, LLC5,393,495$147M0.44%-221,36813F-HRTimelineGroup
CIBC WORLD MARKET INC.5,328,615$145M0.3%+3,777,33913F-HRTimeline
HHM Wealth Advisors, LLC5,087,213$139M16.07%-102,31413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,616,851$126M0.01%+95,85713F-HR/ATimelineGroup
Creative Planningin group Creative Planning4,401,895$120M0.09%+25,16713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,855,281$105M+629,058Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,845,298$105M0.17%-785,65413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,835,212$105M0.14%+73,45613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,668,759$100M0.35%-139,54013F-HRTimelineGroup
Focus Financial Network, Inc.3,198,048$87.3M3.11%-33,58613F-HRTimeline
Bouchey Financial Group, Ltd.3,095,874$84.5M6.51%+49,55113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,078,502$84M-289,672Timeline
Berger Financial Group, Inc3,057,211$83.5M5%+31,79813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,982,998$81.4M0.95%-1,004,95313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,882,560$78.4M0.05%+343,00613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,852,642$77.8M+59,977Timeline
Valmark Advisers, Inc.2,798,648$76.4M0.99%+70,75713F-HRTimeline
Asset Advisors Investment Management, L…2,642,822$72.1M6.83%-79,56313F-HRTimeline
Cresset Asset Management, LLC2,470,967$67.5M0.3%+65,10913F-HR/ATimeline
Charles Schwab Trust Cogroup of 2 filers holding2,421,482$66.1M-1,561,617Timeline
LVW Advisors, LLC2,358,936$64.4M6.67%-964,12213F-HRTimeline
Allworth Financial LP2,271,849$62M0.27%+90,04313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,227,461$60.8M0.19%-894,66013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,221,462$60.6M0.06%-21,64013F-HRTimelineGroup
MAI Capital Management2,192,181$59.8M0.37%+14,82113F-HRTimeline
D.A. DAVIDSON & CO.2,187,550$59.7M0.38%+74,66313F-HRTimeline
CVA Family Office, LLC2,168,356$59.2M7.62%-146,79513F-HRTimeline
Steward Partners Investment Advisory, L…2,035,681$55.6M0.32%-12,12413F-HRTimeline
Summit Financial Wealth Advisors, LLC2,011,405$55.4M8.58%+9,52413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,990,249$54.3M6.65%-41,82413F-HRTimeline
Summit Asset Management, LLC1,979,039$54M8.31%+5,13813F-HRTimeline
Golden Reserve Retirement LLC1,963,280$53.6M13.91%+293,81713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,934,809$52.8M7.27%+118,46813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,916,926$52.3M1.19%+13,39113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,903,678$52M1.78%-11,87613F-HRTimeline
Main Street Financial Solutions, LLC1,884,735$51.5M3.3%+58,91213F-HRTimeline
Scott Capital Advisors, LLC1,883,413$51.2M11.59%+65,42113F-HRTimeline
Spinnaker Investment Group, LLC1,843,388$50.3M9.46%+227,41813F-HRTimeline
Private Advisor Group, LLC1,832,143$50M0.25%+1,73113F-HRTimeline
Whelan Financial1,768,247$48.3M15.3%+29,03413F-HRTimeline
BOKF, NAin group BOKF, NA1,729,288$47.2M0.71%+16,24813F-HRTimelineGroup
Allied Investment Advisors, LLC1,708,261$46.6M7.42%+75,67113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,699,384$46.4M0.09%-170,61113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,668,685$45.6M15.7%+29,31513F-HRTimeline
Beacon Pointe Advisors, LLC1,668,220$45.5M0.39%+298,45313F-HRTimeline
Waverly Advisors, LLC1,667,785$45.5M0.45%+85,46013F-HRTimeline
Reliant Wealth Planning1,664,663$45.4M14.73%+14,27913F-HRTimeline
ESL Trust Services, LLC1,648,581$45M8.83%-159,74113F-HRTimeline
Sarver Vrooman Wealth Advisors1,643,783$44.9M28.84%-2,92813F-HRTimeline
CGC Financial Services, LLC1,594,721$43.5M12.01%-660,51713F-HRTimeline
Northwest Quadrant Wealth Management, L…1,591,311$43.4M9.18%+66,14313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,581,000$43.2M1.14%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,572,349$42.9M0.07%-64,54313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,563,992$42.7M0.89%+84,78113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,543,250$42.1M0.31%-358,31013F-HRTimelineGroup
Apexium Financial, LP1,520,165$41.5M2.02%+63,05613F-HRTimeline
HB Wealth Management, LLC1,497,161$40.9M0.28%+57,18113F-HRTimeline
PINNACLE ASSOCIATES LTD1,475,986$40.3M0.53%-51,75713F-HRTimeline
Leelyn Smith, LLC1,468,832$40.1M6.04%+45,29213F-HRTimeline
Cedar Wealth Management, LLC1,445,656$39.5M12.09%+160,24913F-HRTimeline
American Financial Advisors, LLC1,396,957$38.1M4.91%+312,59713F-HRTimeline
Aptus Capital Advisors, LLC1,380,271$37.7M0.34%-965,15813F-HRTimeline
Noble Family Wealth, LLC1,369,190$37.4M8.24%+80,32513F-HRTimeline
PLANNING DIRECTIONS INC1,361,756$37.2M19.4%+54,45813F-HRTimeline
CHOREO, LLC1,360,107$37.2M0.48%+31,73713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,325,110$36.2M0.46%+6,47713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding1,295,560$35.4M-5,994Timeline
ForthRight Wealth Management, LLC1,258,987$34.4M9.99%+53,47113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,228,111$33.5M3.5%+53,86213F-HRTimeline
CRA Financial Services, LLC1,209,473$33M4.52%+10,49613F-HRTimeline
BLAIR WILLIAM & CO/IL1,208,861$33M0.09%-274,50013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,205,070$32.9M0.71%+3,51813F-HRTimeline
Janney Montgomery Scott LLC1,203,188$32.8M0.08%+62,89213F-HRTimeline
Curran Financial Partners, LLC1,197,392$32.7M6.47%+113,50713F-HRTimeline
Walker Financial Services, Inc.1,184,492$32.3M12.58%-338,36713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,183,407$32.3M0.13%new13F-HRTimelineGroup
True Link Financial Advisors, LLC1,177,029$32.1M2.07%+13,01713F-HRTimeline
Steele Capital Management, Inc.1,174,403$32.1M1.42%-48,79413F-HRTimeline
Wealthspire Retirement, LLC1,149,654$31.4M2%-167,75613F-HR/ATimeline
First Command Advisory Services, Inc.1,107,033$30.2M0.22%+77,78513F-HRTimeline
Ausdal Financial Partners, Inc.1,079,456$29.5M1.44%-33,26213F-HRTimeline
Coastal Bridge Advisors, LLC1,051,797$28.7M2.18%+31,47413F-HRTimeline
ALBION FINANCIAL GROUP /UT1,037,255$28.3M1.71%+154,45313F-HRTimeline
Souders Financial Advisors1,036,120$28.3M3.36%+54,09813F-HRTimeline
Verus Financial Partners, Inc.1,034,362$28.2M2.72%+17,74913F-HRTimeline
Aspire Capital Advisors LLC1,033,815$28.2M6.96%+131,95713F-HRTimeline
Intergy Private Wealth, LLC1,022,613$27.9M8.73%+30,10013F-HRTimeline
CENTRAL TRUST Co1,019,722$27.8M0.58%-34,60713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,016,178$27.7M6.05%+66,03313F-HRTimeline
Regal Investment Advisors LLC1,003,845$27.4M1.78%+7,30013F-HRTimeline
WFA Asset Management Corp320,401$27.1M14.72%-41,27613F-HRTimeline
eCIO, Inc.979,802$26.7M9.99%+96,84813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC957,645$26.1M<0.01%+270,62813F-HRTimelineGroup
AdvisorNet Financial, Inc954,662$26.1M1.48%-32,36613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.951,194$26M8.4%+6,94613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…949,265$25.9M0.52%+60,05213F-HRTimelineGroup
NewEdge Advisors, LLC941,057$25.7M0.12%+100,42913F-HRTimeline
Presidio Capital Management, LLC929,016$25.4M8.89%+3,74213F-HRTimeline
Eagle Capital Management, LLC922,143$25.2M9.52%+27,22413F-HRTimeline
Newman Dignan & Sheerar, Inc.921,785$25.2M5.43%+18,45213F-HRTimeline
Nadler Financial Group, Inc.917,146$25M2.39%-119,39513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…906,833$24.9M0.05%+484,50313F-HRTimelineGroup
SRH ADVISORS, LLC909,561$24.8M7.25%-16,74013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC907,762$24.8M0.09%-54,19413F-HRTimelineGroup
Financial Insights, Inc.903,508$24.7M8.17%-5,47513F-HRTimeline
Kohmann Bosshard Financial Services, LLC895,049$24.4M2.5%-198,17513F-HRTimeline
Capital Advantage, Inc.868,358$23.7M3.57%+2,47213F-HRTimeline
Integrated Wealth Concepts LLC864,381$23.6M0.21%+36,33113F-HRTimeline
McCarthy Asset Management, Inc.843,223$23M14.78%+50513F-HRTimeline
Merit Financial Group, LLC830,507$22.7M0.21%-138,03713F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP827,484$22.6M0.04%-8,12913F-HRTimelineGroup
Prosperity Consulting Group, LLC825,621$22.5M1.11%-348,03313F-HRTimeline
Silver Coast Investments LLC824,324$22.5M7.73%-129,73913F-HRTimeline
Sigma Planning Corp813,969$22.2M0.63%-81,09913F-HRTimeline
LongView Wealth Management810,070$22.1M5.99%-9,75713F-HRTimeline
Joule Financial, LLC803,884$21.9M6.57%+35,93813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC797,743$21.8M0.49%-206,53113F-HRTimeline
Apriem Advisors792,245$21.6M2.05%+83,60913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding791,963$21.6M+53,955Timeline
Brady Martz Wealth Solutions, LLC790,813$21.6M3.92%-54,71313F-HRTimeline
FINANCIAL CONSULATE, INC788,071$21.5M3.04%-11,40113F-HRTimeline
Tradition Wealth Management, LLC787,647$21.5M1.59%-22,15613F-HRTimeline
WIT, LLC786,995$21.5M0.49%013F-HRTimeline
Creekmur Asset Management LLC778,249$21.2M3.52%+42,80013F-HRTimeline
Richardson Capital Management LLC776,078$21.2M10.07%-846,76213F-HRTimeline
IFP Advisors, Inc775,797$21.2M0.55%-36,49313F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC769,580$21M0.68%-5,97213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC765,930$20.9M0.16%-95,91513F-HRTimelineGroup
Curi Capital, LLC761,106$20.8M0.38%-44,84713F-HRTimeline
OneDigital Investment Advisors LLC760,191$20.8M0.21%+61,60213F-HRTimeline
MJT & Associates Financial Advisory Gro…758,396$20.7M16.84%+172,33513F-HRTimeline
PFG Advisors756,647$20.7M0.85%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC748,047$20.4M0.01%+139,52713F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC733,480$20M4.59%+4,62813F-HRTimeline
Ledyard National Bank733,145$20M1.79%+24,68413F-HRTimeline
MANNING & NAPIER ADVISORS LLC731,649$20M0.25%+14,48613F-HRTimeline
REGIMEN WEALTH, LLC724,049$19.8M5.87%+1,71013F-HRTimeline
Principle Wealth Partners LLC719,176$19.6M1.14%-231,53813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC709,430$19.5M2.88%+36,90013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding713,919$19.5M-457,355Timeline
Paradigm, Strategies in Wealth Manageme…711,786$19.4M12.45%-11,94713F-HRTimeline
Global Wealth Management, LLC708,856$19.4M10.16%-1,81713F-HRTimeline
RFG Advisory, LLC704,778$19.2M0.4%-164,07613F-HRTimeline
Integrated Advisors Network LLC701,610$19.2M0.8%-21,50013F-HRTimeline
DAGCO, INC.698,976$19.1M4.8%-33,91513F-HRTimeline
Legacy Edge Advisors, LLC698,836$19.1M2.25%+42,56513F-HRTimeline
Elite Financial, Inc.708,445$19M8.69%-22,30313F-HRTimeline
Venture Visionary Partners LLC693,141$18.9M0.65%-580,18113F-HRTimeline
Southland Equity Partners LLC692,917$18.9M3.83%-2,41813F-HRTimeline
EQUITABLE TRUST CO691,136$18.9M0.87%-213,02013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management686,679$18.7M0.22%-10,87013F-HRTimelineGroup
Farther Finance Advisors, LLC678,543$18.5M0.28%-110,90813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC674,487$18.4M0.15%+209,54613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC666,972$18.2M0.39%+26,43313F-HRTimeline
Asset Allocation Strategies LLC659,215$18M3.56%-82,10013F-HRTimeline
Powers Advisory Group, LLC656,429$17.9M7.14%-9,35913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP655,778$17.9M0.02%new13F-HRTimelineGroup
Advisory Services Network, LLC653,891$17.9M0.26%+23,51313F-HRTimeline
Skyline Advisors, Inc.651,559$17.8M6.13%+32,65613F-HRTimeline
Jaffetilchin Investment Partners, LLC638,518$17.4M1.04%+29,20713F-HRTimeline
Graves Light Lenhart Wealth, Inc.634,788$17.3M1.92%+9,77313F-HRTimeline
MGO ONE SEVEN LLC629,797$17.2M0.4%+14,88313F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC624,793$17.1M6.17%-1,17913F-HR/ATimeline
IMA Advisory Services, Inc.624,391$17M1.72%-2,284,53813F-HRTimeline
Advisory Alpha, LLC619,829$16.9M0.47%+3,35513F-HRTimeline
Stonehearth Capital Management, LLC616,416$16.8M6.51%+58,61313F-HRTimeline
Weitzel Financial Services, Inc.630,033$16.8M6.83%+20,48813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…614,814$16.8M1.26%-42,83213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp605,729$16.5M<0.01%-556,21413F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV598,268$16.5M3.12%+7,70013F-HRTimeline
Schaeffer Financial LLC596,593$16.3M14.76%-106,34713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC592,499$16.2M1.38%-363,62113F-HRTimeline
Prepared Retirement Institute LLC589,185$16.1M8.38%+37,20813F-HRTimeline
DAVENPORT & Co LLC589,048$16.1M0.09%+32,49013F-HRTimeline