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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

1,932 managers (1,951 13F filers) reported a position in SCHD shares at 2025-12-31, 801,811,754 shares in all. 107 filers opened a position and 102 filers sold out during the quarter.

Managers
1,932
13F filers
1,951
New
107
Added
741
Reduced
759
Sold out
102
Shares held by filers
801,811,754

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/46,945,144$1.29B0.09%+20,593,10713F-HRTimelineGroup
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.41,592,034$1.13B3.8%013F-HRTimelineGroup
Cetera Investment Advisers34,606,028$949M1.04%-409,89113F-HRTimeline
LPL Financial LLC32,153,434$882M0.24%-4,139,91413F-HRTimeline
SUMITOMO LIFE INSURANCE CO31,050,000$852M23.32%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY25,858,157$709M0.04%-1,367,59613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,580,680$455M-1,826,370Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,517,045$426M0.13%-905,36213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding14,192,910$389M-329,750Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,050,361$385M0.24%-1,501,77413F-HR/ATimelineGroup
Wealthspire Advisors, LLC13,535,721$371M2.95%-14,745,62113F-HRTimeline
Wealthfront Advisers LLC12,887,457$354M0.79%-281,40413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,203,553$280M0.05%+552,90713F-HRTimelineGroup
Avantax Planning Partners, Inc.10,106,223$277M7.75%+366,54813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,008,633$275M0.37%-1,912,50413F-HRTimeline
Cassaday & Co Wealth Management LLC9,244,248$254M5.34%+3,170,72813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,198,155$252M0.37%-2,659,72013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,596,926$236M0.05%-701,45013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,995,065$219M0.04%+304,04713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,692,427$216M0.29%-3,884,04313F-HRTimeline
CIBC WORLD MARKET INC.7,022,759$193M0.34%+1,694,14413F-HRTimeline
Mariner, LLCin group Mariner, LLC6,899,443$189M0.23%-354,10513F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,369,444$175M0.46%-521,36213F-HRTimeline
MML INVESTORS SERVICES, LLC6,298,234$173M0.42%+345,98713F-HRTimeline
Keystone Financial Planning, Inc.6,037,750$166M48.03%-113,00413F-HRTimeline
CWM, LLCin group CWM, LLC5,505,058$151M0.41%+111,56313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,432,741$149M0.22%-1,167,19713F-HRTimelineGroup
HighTower Advisors, LLC5,411,808$148M0.16%-272,73013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,292,537$145M0.01%+675,68613F-HRTimelineGroup
HHM Wealth Advisors, LLC5,018,281$138M16.24%-68,93213F-HRTimeline
Creative Planningin group Creative Planning4,291,559$118M0.08%-110,33613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,871,578$106M0.14%+36,36613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,759,265$103M-96,016Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,556,662$97.6M0.35%-112,09713F-HRTimelineGroup
Berger Financial Group, Inc3,152,856$86.5M5.02%+95,64513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,147,428$86.3M0.05%+264,86813F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding2,891,841$79.3M+470,359Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,882,518$79.1M-195,984Timeline
Focus Partners Wealthgroup of 2 filers holding2,876,064$78.9M+23,422Timeline
Allworth Financial LP2,737,782$75.1M0.31%+465,93313F-HRTimeline
Valmark Advisers, Inc.2,627,467$72.1M0.89%-171,18113F-HRTimeline
Cresset Asset Management, LLC2,622,610$71.9M0.31%+151,64313F-HRTimeline
Bouchey Financial Group, Ltd.2,536,062$69.6M5.22%-559,81213F-HRTimeline
Asset Advisors Investment Management, L…2,534,491$69.5M6.41%-108,33113F-HRTimeline
Golden Reserve Retirement LLC2,399,550$65.8M12.15%+436,27013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,248,802$61.7M0.06%+27,34013F-HRTimelineGroup
MAI Capital Management2,246,369$61.6M0.36%+54,18813F-HRTimeline
D.A. DAVIDSON & CO.2,232,059$61.2M0.38%+44,50913F-HRTimeline
LVW Advisors, LLC2,228,967$61.1M6.2%-129,96913F-HRTimeline
Focus Financial Network, Inc.2,183,630$59.9M2.09%-1,014,41813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,115,357$58M0.09%-1,729,94113F-HRTimelineGroup
Summit Asset Management, LLC2,036,541$55.9M7.9%+57,50213F-HRTimeline
CVA Family Office, LLC1,995,005$54.7M6.29%-173,35113F-HRTimeline
Summit Financial Wealth Advisors, LLC1,981,994$54.4M7.78%-29,41113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,955,537$53.6M6.27%-34,71213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,888,374$51.8M1.81%-15,30413F-HRTimeline
Spinnaker Investment Group, LLC1,865,265$51.2M9.28%+21,87713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,855,788$50.9M0.31%+1,549,08213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,847,216$50.7M0.56%-1,135,78213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,789,062$50.3M0.08%+216,71313F-HRTimeline
Allied Investment Advisors, LLC1,783,865$48.9M7.56%+75,60413F-HRTimeline
Whelan Financial1,779,778$48.8M15.25%+11,53113F-HRTimeline
Scott Capital Advisors, LLC1,764,850$48.4M10.72%-118,56313F-HRTimeline
BOKF, NAin group BOKF, NA1,756,113$48.2M0.74%+26,82513F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC1,725,899$47.3M16.16%+57,21413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,708,508$46.9M0.58%+383,39813F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC1,699,154$46.6M5.86%-235,65513F-HRTimeline
Main Street Financial Solutions, LLC1,689,595$46.3M3.47%-195,14013F-HRTimeline
Waverly Advisors, LLC1,674,883$45.9M0.37%+7,09813F-HRTimeline
Sarver Vrooman Wealth Advisors1,652,982$45.3M28.82%+9,19913F-HR/ATimeline
CGC Financial Services, LLC1,624,923$44.6M11.93%+30,20213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,616,859$44.4M0.08%-82,52513F-HRTimeline
Northwest Quadrant Wealth Management, L…1,614,185$44.3M9.16%+22,87413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,613,032$44.2M0.9%-303,89413F-HRTimeline
Keudell/Morrison Wealth Management1,595,818$43.8M9.2%13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,581,000$43.4M1.64%013F-HRTimeline
HB Wealth Management, LLC1,579,368$43.3M0.28%+82,20713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,579,109$43.3M0.03%+1,324,75213F-HRTimelineGroup
Merit Financial Group, LLC1,568,399$43M0.35%+737,89213F-HRTimeline
Steward Partners Investment Advisory, L…1,561,148$42.8M0.23%-474,53313F-HRTimeline
Leelyn Smith, LLC1,543,239$42.3M6.12%+74,40713F-HRTimeline
Beacon Pointe Advisors, LLC1,538,900$42.2M0.3%-129,32013F-HRTimeline
Private Advisor Group, LLC1,533,988$42.1M0.2%-298,15513F-HRTimeline
Evergreen Advisors, LLC1,517,678$41.6M10.15%13F-HRTimeline
PINNACLE ASSOCIATES LTD1,455,061$39.9M0.51%-20,92513F-HRTimeline
Cedar Wealth Management, LLC1,445,198$39.6M11.86%-45813F-HRTimeline
Noble Family Wealth, LLC1,427,691$39.2M8.26%+58,50113F-HRTimeline
American Financial Advisors, LLC1,412,038$38.7M5%+15,08113F-HRTimeline
CHOREO, LLC1,379,427$38.1M0.49%+19,32013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,349,031$37.4M0.07%+442,19813F-HRTimelineGroup
Aptus Capital Advisors, LLC1,356,938$37.2M0.32%-23,33313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,350,472$37M+54,912Timeline
PLANNING DIRECTIONS INC1,344,660$36.9M18.59%-17,09613F-HRTimeline
Janney Montgomery Scott LLC1,313,568$36M0.08%+110,38013F-HRTimeline
Curran Financial Partners, LLC1,297,379$35.6M6.76%+99,98713F-HRTimeline
ForthRight Wealth Management, LLC1,262,314$34.6M9.95%+3,32713F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,210,219$33.2M0.72%+5,14913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,200,142$32.8M0.13%+16,73513F-HRTimelineGroup
CRA Financial Services, LLC1,175,074$32.2M4.22%-34,39913F-HRTimeline
First Command Advisory Services, Inc.1,158,286$31.8M0.22%+51,25313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,139,550$31.3M0.21%-403,70013F-HRTimelineGroup
Steele Capital Management, Inc.1,124,984$30.9M1.32%-49,41913F-HRTimeline
Coastal Bridge Advisors, LLC1,113,617$30.5M2.28%+61,82013F-HRTimeline
BLAIR WILLIAM & CO/IL1,093,230$30M0.08%-115,63113F-HRTimeline
eCIO, Inc.1,088,202$29.8M13.9%+108,40013F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC1,086,931$29.8M0.85%new13F-HRTimeline
Intergy Private Wealth, LLC1,082,362$29.7M8.96%+59,74913F-HRTimeline
Aspire Capital Advisors LLC1,063,961$29.2M6.86%+30,14613F-HRTimeline
Souders Financial Advisors1,061,955$29.1M3.34%+25,83513F-HRTimeline
NewEdge Advisors, LLC1,052,607$28.9M0.1%+111,55013F-HRTimeline
Walker Financial Services, Inc.1,037,577$28.5M10.31%-146,91513F-HRTimeline
Farther Finance Advisors, LLC1,036,896$28.4M0.31%+358,35313F-HRTimeline
Ausdal Financial Partners, Inc.1,009,545$27.7M1.28%-69,91113F-HRTimeline
ALBION FINANCIAL GROUP /UT1,008,987$27.7M1.72%-28,26813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.975,957$26.8M5.58%-40,22113F-HRTimeline
Regal Investment Advisors LLC966,159$26.5M1.58%-37,68613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…957,238$26.3M0.5%+7,97313F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.955,038$26.2M5.46%+33,25313F-HRTimeline
CENTRAL TRUST Co944,133$25.9M0.51%-75,58913F-HRTimeline
Eagle Capital Management, LLC926,878$25.4M9.25%+4,73513F-HRTimeline
Financial Insights, Inc.909,673$25M8.36%+6,16513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC902,359$24.8M0.1%-5,40313F-HRTimelineGroup
SRH ADVISORS, LLC882,564$24.2M6.97%-26,99713F-HRTimeline
Capital Advantage, Inc.876,084$24M3.24%+7,72613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.872,914$23.9M8.43%-78,28013F-HRTimeline
Apriem Advisors868,131$23.8M2.19%+75,88613F-HRTimeline
AdvisorNet Financial, Inc861,205$23.6M1.26%-93,45713F-HRTimeline
Nadler Financial Group, Inc.860,902$23.6M2.2%-56,24413F-HRTimeline
Everest Financial Group LLC860,268$23.6M5.27%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC846,278$23.4M0.3%+114,62913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …850,937$23.3M0.46%-713,05513F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…846,959$23.2M0.06%-1,380,50213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC838,743$23M0.17%+164,25613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp833,383$22.9M<0.01%+227,65413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP829,428$22.8M0.03%+1,94413F-HR/ATimelineGroup
Joule Financial, LLC819,168$22.5M6.73%+15,28413F-HRTimeline
Sigma Planning Corp833,241$22.4M0.62%+19,27213F-HRTimeline
LongView Wealth Management785,876$22.4M5.41%-24,19413F-HRTimeline
McCarthy Asset Management, Inc.816,140$22.4M11.69%-27,08313F-HRTimeline
Leo Wealth, LLC802,763$22M1.6%+772,78013F-HRTimeline
Integrated Advisors Network LLC801,521$22M0.97%+99,91113F-HRTimeline
FINANCIAL CONSULATE, INC794,902$21.8M2.98%+6,83113F-HRTimeline
MJT & Associates Financial Advisory Gro…791,506$21.7M16.2%+33,11013F-HR/ATimeline
WIT, LLC786,995$21.6M0.43%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding786,908$21.6M+72,989Timeline
IFP Advisors, Inc781,983$21.4M0.48%+6,18613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE780,928$21.4M1.83%+398,66913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding780,896$21.4M-11,067Timeline
Tradition Wealth Management, LLC778,729$21.4M1.53%-8,91813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC776,322$21.3M2.14%-451,78913F-HRTimeline
Ledyard National Bank759,812$20.8M1.8%+26,66713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC756,860$20.8M0.66%-12,72013F-HRTimeline
PFG Advisors746,643$20.5M0.99%-10,00413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC736,630$20.4M3.33%+27,20013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC743,973$20.4M0.43%-53,77013F-HRTimeline
REGIMEN WEALTH, LLC726,612$19.9M5.83%+2,56313F-HRTimeline
Curi Capital, LLC724,612$19.9M0.34%-36,49413F-HRTimeline
Brady Martz Wealth Solutions, LLC722,971$19.8M3.49%-67,84213F-HRTimeline
Prosperity Consulting Group, LLC710,873$19.5M0.88%-114,74813F-HRTimeline
Venture Visionary Partners LLC692,188$19.5M0.64%-95313F-HRTimeline
Elite Financial, Inc.708,945$19.4M8.84%+50013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC707,671$19.4M4.31%-25,80913F-HRTimeline
Richardson Capital Management LLC706,448$19.4M9.72%-69,63013F-HRTimeline
Legacy Edge Advisors, LLC701,321$19.2M2.11%+2,48513F-HRTimeline
DAGCO, INC.697,212$19.1M4.42%-1,76413F-HRTimeline
EQUITABLE TRUST CO696,237$19.1M0.85%+5,10113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO695,654$19.1M2.53%new13F-HRTimeline
Southland Equity Partners LLC692,254$19M3.75%-66313F-HRTimeline
OneDigital Investment Advisors LLC688,038$18.9M0.18%-72,15313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…685,166$18.8M12.33%-26,62013F-HRTimeline
Asset One Wealth Management LLC626,380$18.8M2.57%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC688,647$18.8M1.68%-206,40213F-HRTimeline
Midwest Trust Co684,271$18.8M0.23%+161,46913F-HRTimeline
MGO ONE SEVEN LLC682,965$18.7M0.38%+53,16813F-HRTimeline
Graves Light Lenhart Wealth, Inc.672,914$18.5M1.96%+38,12613F-HRTimeline
Asset Allocation Strategies LLC671,752$18.4M3.41%+12,53713F-HRTimeline
Global Wealth Management, LLC667,332$18.3M9.85%-41,52413F-HRTimeline
Weitzel Financial Services, Inc.657,547$18.2M7.06%+27,51413F-HRTimeline
RFG Advisory, LLC663,632$18.2M0.34%-41,14613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC661,823$18.2M0.32%-5,14913F-HR/ATimeline
Advisory Services Network, LLC661,336$18.1M0.26%+7,44513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC660,621$18.1M0.01%-87,42613F-HRTimelineGroup
Skyline Advisors, Inc.655,927$18M6.01%+4,36813F-HRTimeline
Wealthspire Retirement, LLC653,686$17.9M1.09%-495,96813F-HRTimeline
Jaffetilchin Investment Partners, LLC652,905$17.9M1.05%+14,38713F-HRTimeline
Principle Wealth Partners LLC648,597$17.8M1%-70,57913F-HRTimeline
Stonehearth Capital Management, LLC646,819$17.7M6.56%+30,40313F-HRTimeline
MORTON COMMUNITY BANK590,801$17.6M3.81%+19,31713F-HRTimeline
Powers Advisory Group, LLC640,562$17.6M6.62%-15,86713F-HRTimeline
DAVENPORT & Co LLC627,914$17.2M0.09%+38,86613F-HRTimeline
Advisory Alpha, LLC623,081$17.1M0.47%+3,25213F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC619,658$17M6.01%-5,13513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management611,138$16.8M0.19%-75,54113F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC603,549$16.6M1.39%+11,05013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…600,635$16.5M1.13%-14,17913F-HRTimeline
Integrated Investment Consultants, LLC587,348$16.1M3.16%+25,98313F-HR/ATimeline
Prepared Retirement Institute LLC584,075$16M8.06%-5,11013F-HRTimeline
FMR LLCin group FMR LLC582,869$16M<0.01%+108,17213F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…577,340$15.8M2.12%-9,25313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC576,328$15.8M3.41%+20,55613F-HRTimeline