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Disclosery

SCHD SCHWAB STRATEGIC TR

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COM (fund)

2,042 managers (2,065 13F filers) reported a position in SCHD shares at 2026-03-31, 822,218,229 shares in all. 204 filers opened a position and 84 filers sold out during the quarter.

Managers
2,042
13F filers
2,065
New
204
Added
879
Reduced
758
Sold out
84
Shares held by filers
822,218,229

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.83,184,068$2.25B4.58%+41,592,03413F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO45,450,000$1.39B32.77%+14,400,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,862,254$947M0.07%-16,082,89013F-HRTimelineGroup
LPL Financial LLC30,861,601$947M0.25%-1,291,83313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,336,113$808M0.05%+477,95613F-HRTimelineGroup
Cetera Investment Advisers24,184,523$742M0.79%-10,421,50513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,381,182$533M+800,502Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,180,084$527M0.16%+1,663,03913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding14,884,386$457M+691,476Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,734,714$421M0.26%-315,64713F-HRTimelineGroup
Wealthspire Advisors, LLC13,311,446$408M3.21%-224,27513F-HRTimeline
Wealthfront Advisers LLC12,807,842$393M0.86%-79,61513F-HRTimeline
Cassaday & Co Wealth Management LLC9,569,026$294M6.25%+324,77813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,553,728$293M0.43%+355,57313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,444,472$290M0.4%-564,16113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,298,733$285M0.06%-904,82013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,655,941$266M0.05%+660,87613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,892,894$242M0.06%-704,03213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC7,606,319$233M0.27%+706,87613F-HRTimelineGroup
Keystone Financial Planning, Inc.6,763,707$208M55.43%+725,95713F-HRTimeline
Cambridge Investment Research Advisors,…6,543,313$201M0.52%+173,86913F-HRTimeline
CIBC WORLD MARKET INC.6,157,767$189M0.33%-864,99213F-HRTimeline
Avantax Planning Partners, Inc.5,507,557$169M4.64%-4,598,66613F-HRTimeline
MML INVESTORS SERVICES, LLC5,368,583$165M0.46%-929,65113F-HRTimeline
HHM Wealth Advisors, LLC5,156,506$158M18.25%+138,22513F-HRTimeline
HighTower Advisors, LLC5,134,661$158M0.17%-277,14713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,979,785$151M0.33%-2,712,64213F-HRTimeline
Creative Planningin group Creative Planning4,398,038$135M0.09%+106,47913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,312,275$131M0.01%-980,26213F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC4,054,445$124M0.33%-1,450,61313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding3,873,347$119M+114,082Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,836,791$118M0.43%+280,12913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,854,996$117M0.06%+707,56813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,179,295$97.5M0.13%-692,28313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,059,697$93.9M+177,179Timeline
Berger Financial Group, Inc2,995,109$91.9M5.15%-157,74713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding2,876,416$88.3M+352Timeline
Cresset Asset Management, LLC2,810,190$86.2M0.37%+187,58013F-HRTimeline
Valmark Advisers, Inc.2,665,661$81.8M0.97%+38,19413F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding2,525,435$77.5M-366,406Timeline
Asset Advisors Investment Management, L…2,518,563$77.3M7.37%-15,92813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,502,403$76.8M0.11%-2,930,33813F-HRTimelineGroup
Bouchey Financial Group, Ltd.2,356,664$72.9M5.35%-179,39813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,305,438$70.7M0.07%+56,63613F-HRTimelineGroup
MAI Capital Management2,304,855$70.7M0.4%+58,48613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,297,170$70.5M0.1%+508,10813F-HRTimeline
Golden Reserve Retirement LLC2,287,654$70.2M14.48%-111,89613F-HRTimeline
Summit Asset Management, LLC2,060,404$63.2M8.79%+23,86313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,019,352$62M0.1%-96,00513F-HRTimelineGroup
Focus Financial Network, Inc.1,983,174$60.8M2.18%-200,45613F-HRTimeline
D.A. DAVIDSON & CO.1,957,156$60M0.36%-274,90313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,945,292$59.7M6.72%-10,24513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,925,473$59.1M0.91%+312,44113F-HRTimeline
Summit Financial Wealth Advisors, LLC1,921,721$59M8.36%-60,27313F-HRTimeline
CVA Family Office, LLC1,911,610$58.6M6.18%-83,39513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,912,047$58.6M0.36%+56,25913F-HRTimelineGroup
MCF Advisors LLC1,838,647$56.4M2.47%+1,525,34813F-HRTimeline
Paradiem, LLC1,833,707$56.3M12.39%new13F-HRTimeline
Allied Investment Advisors, LLC1,816,625$55.7M7.99%+32,76013F-HRTimeline
BOKF, NAin group BOKF, NA1,810,667$55.6M0.85%+54,55413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…1,807,762$55.5M0.69%+99,25413F-HRTimelineGroup
Whelan Financial1,775,462$54.5M16.91%-4,31613F-HRTimeline
Beacon Pointe Advisors, LLC1,761,460$54M0.29%+222,56013F-HRTimeline
Waverly Advisors, LLC1,746,418$53.6M0.4%+71,53513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,729,734$53.1M1.69%-158,64013F-HRTimeline
Main Street Financial Solutions, LLC1,725,673$52.9M3.87%+36,07813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,722,959$52.9M18.11%-2,94013F-HRTimeline
Scott Capital Advisors, LLC1,729,169$52.8M10.71%-35,68113F-HRTimeline
Spinnaker Investment Group, LLC1,715,499$52.6M10.72%-149,76613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,668,997$51.2M0.09%+52,13813F-HRTimeline
CHOREO, LLC1,660,526$51M0.63%+281,09913F-HRTimeline
Sarver Vrooman Wealth Advisors1,654,095$50.7M31.26%+1,11313F-HRTimeline
HB Wealth Management, LLC1,643,156$50.4M0.33%+63,78813F-HRTimeline
Northwest Quadrant Wealth Management, L…1,642,886$50.4M10.48%+28,70113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,631,844$50.1M0.14%+784,88513F-HR/ATimelineGroup
CGC Financial Services, LLC1,616,296$49.6M14.33%-8,62713F-HRTimeline
Steward Partners Investment Advisory, L…1,601,572$49.1M0.25%+40,42413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,587,128$48.7M0.55%-260,08813F-HRTimelineGroup
Leelyn Smith, LLC1,586,958$48.7M6.83%+43,71913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,581,000$48.5M1.92%013F-HRTimeline
Evergreen Advisors, LLC1,551,080$47.6M11.18%+33,40213F-HRTimeline
Merit Financial Group, LLC1,535,104$47.1M0.35%-33,29513F-HRTimeline
Keudell/Morrison Wealth Management1,530,634$47M9.6%-65,18413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,526,950$46.8M5.76%-172,20413F-HRTimeline
Noble Family Wealth, LLC1,505,055$46.2M9.53%+77,36413F-HR/ATimeline
Allworth Financial LP1,495,297$45.9M0.19%-1,242,48513F-HRTimeline
PINNACLE ASSOCIATES LTD1,469,689$45.1M0.58%+14,62813F-HRTimeline
Cedar Wealth Management, LLC1,437,761$44.1M12.84%-7,43713F-HRTimeline
Private Advisor Group, LLC1,430,798$43.9M0.21%-103,19013F-HRTimeline
Janney Montgomery Scott LLC1,406,718$43.2M0.11%+93,15013F-HRTimeline
American Financial Advisors, LLC1,375,154$42.2M5.63%-36,88413F-HRTimeline
Curran Financial Partners, LLC1,371,246$42.1M7.53%+73,86713F-HRTimeline
LVW Advisors, LLC1,348,255$41.4M4.03%-880,71213F-HRTimeline
Farther Finance Advisors, LLC1,343,731$41M0.39%+306,83513F-HRTimeline
Aptus Capital Advisors, LLC1,319,700$40.5M0.34%-37,23813F-HRTimeline
ForthRight Wealth Management, LLC1,290,143$39.6M11.23%+27,82913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,265,863$38.9M0.07%-83,16813F-HRTimelineGroup
CRA Financial Services, LLC1,188,417$36.5M4.73%+13,34313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,187,480$36.4M-162,992Timeline
First Command Advisory Services, Inc.1,179,564$36.2M0.24%+21,27813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,179,486$36.2M0.77%-30,73313F-HRTimeline
Coastal Bridge Advisors, LLC1,158,299$35.5M2.52%+44,68213F-HRTimeline
Intergy Private Wealth, LLC1,154,086$35.4M10.38%+71,72413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,263,537$34.7M0.22%+123,98713F-HRTimelineGroup
Steele Capital Management, Inc.1,126,574$34.6M1.43%+1,59013F-HRTimeline
Apriem Advisors1,119,196$34.3M3.28%+251,06513F-HRTimeline
Integrated Wealth Concepts LLC1,100,333$33.8M0.27%+740,51113F-HRTimeline
PFG Advisors1,098,342$33.7M1.64%+351,69913F-HRTimeline
BLAIR WILLIAM & CO/IL1,095,793$33.6M0.1%+2,56313F-HRTimeline
Souders Financial Advisors1,062,838$32.6M3.72%+88313F-HRTimeline
eCIO, Inc.1,017,616$31.2M13.72%-70,58613F-HRTimeline
Independent Advisor Alliance1,015,605$31.2M0.33%+868,53613F-HRTimeline
ALBION FINANCIAL GROUP /UT1,011,433$31M2%+2,44613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…997,742$30.6M0.56%+40,50413F-HRTimelineGroup
Aspire Capital Advisors LLC980,800$30.1M6.78%-83,16113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.980,705$30.1M6%+4,74813F-HRTimeline
Ausdal Financial Partners, Inc.966,936$29.7M1.33%-42,60913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp965,069$29.6M0.01%+131,68613F-HRTimelineGroup
Financial Insights, Inc.941,050$28.9M9.36%+31,37713F-HRTimeline
Newman Dignan & Sheerar, Inc.939,516$28.8M6.07%-15,52213F-HRTimeline
Eagle Capital Management, LLC929,233$28.5M11.24%+2,35513F-HRTimeline
REGIMEN WEALTH, LLC928,347$28.5M8.32%+201,73513F-HRTimeline
NewEdge Advisors, LLC921,498$28.3M0.1%-131,10913F-HR/ATimeline
Sanctuary Advisors, LLC911,443$28M0.15%+414,03913F-HRTimeline
Regal Investment Advisors LLC908,819$27.9M1.61%-57,34013F-HRTimeline
Walker Financial Services, Inc.890,640$27.3M9.35%-146,93713F-HRTimeline
CENTRAL TRUST Co889,216$27.3M0.54%-54,91713F-HRTimeline
MANNING & NAPIER ADVISORS LLC889,136$27.3M0.38%+42,85813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP882,647$27M0.04%+53,21913F-HRTimelineGroup
SRH ADVISORS, LLC880,497$27M7.73%-2,06713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC877,235$26.9M0.11%-25,12413F-HRTimelineGroup
Capital Advantage, Inc.872,527$26.8M3.5%-3,55713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.871,182$26.7M9.3%-1,73213F-HRTimeline
Sigma Planning Corp869,867$26.7M0.74%+36,62613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC865,437$26.6M0.2%+26,69413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding852,185$26.1M+71,289Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC836,839$25.7M0.02%new13F-HRTimelineGroup
Tradition Wealth Management, LLC827,290$25.4M1.81%+48,56113F-HRTimeline
Joule Financial, LLC811,281$24.9M7.25%-7,88713F-HRTimeline
Jaffetilchin Investment Partners, LLC810,346$24.9M1.48%+157,44113F-HRTimeline
AdvisorNet Financial, Inc806,239$24.7M1.28%-54,96613F-HRTimeline
Ledyard National Bank802,161$24.6M2.13%+42,34913F-HRTimeline
WIT, LLC786,995$24.1M0.46%013F-HRTimeline
Leo Wealth, LLC786,706$24.1M1.75%-16,05713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC784,530$24.1M3.54%+47,90013F-HRTimelineGroup
DAGCO, INC.782,084$24M5.2%+84,87213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management764,905$23.5M0.27%+153,76713F-HRTimelineGroup
FMR LLCin group FMR LLC764,009$23.4M<0.01%+181,14013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…756,661$23.2M17.04%-34,84513F-HRTimeline
Elite Financial, Inc.746,881$22.9M10.27%+37,93613F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC744,302$22.8M5.04%+36,63113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC739,850$22.7M0.47%-4,12313F-HRTimeline
MGO ONE SEVEN LLC732,650$22.5M0.45%+49,68513F-HRTimeline
OneDigital Investment Advisors LLC724,804$22.2M0.22%+36,76613F-HRTimeline
Advisory Services Network, LLC724,166$22.2M0.3%+62,83013F-HRTimeline
Everest Financial Group LLC720,195$22.1M3.64%-140,07313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC717,624$22M0.68%-39,23613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …717,346$22M0.43%-133,59113F-HRTimelineGroup
Modern Wealth Management, LLC717,173$21.9M0.38%+342,64313F-HRTimeline
Curi Capital, LLC709,219$21.8M0.39%-15,39313F-HRTimeline
IFP Advisors, Inc695,187$21.3M0.44%-86,79613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC690,238$21.2M0.68%+28,41513F-HRTimeline
Southland Equity Partners LLC689,657$21.2M4.12%-2,59713F-HRTimeline
White Lighthouse Investment Management …684,743$21M2.91%+497,07513F-HRTimeline
Venture Visionary Partners LLC684,588$21M0.7%-7,60013F-HRTimeline
Powers Advisory Group, LLC683,687$21M7.4%+43,12513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC683,486$21M<0.01%+151,13213F-HRTimelineGroup
Weitzel Financial Services, Inc.683,477$21M7.9%+25,93013F-HRTimeline
Graves Light Lenhart Wealth, Inc.673,097$20.7M2.15%+18313F-HRTimeline
LongView Wealth Management663,402$20.4M5.12%-122,47413F-HRTimeline
Asset Allocation Strategies LLC661,795$20.3M3.61%-9,95713F-HRTimeline
Prosperity Consulting Group, LLC650,312$20M0.89%-60,56113F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.649,000$19.9M0.18%+264,80013F-HRTimeline
DAVENPORT & Co LLC648,939$19.9M0.11%+21,02513F-HRTimeline
EQUITABLE TRUST CO648,025$19.9M0.92%-48,21213F-HRTimeline
Principle Wealth Partners LLC644,801$19.8M1.13%-3,79613F-HRTimeline
Integrated Advisors Network LLC644,310$19.8M1.04%-157,21113F-HRTimeline
Stonehearth Capital Management, LLC643,261$19.7M7.82%-3,55813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC643,067$19.7M1.95%-133,25513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC642,572$19.7M0.08%-557,57013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC641,789$19.7M0.01%+163,55413F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…639,830$19.6M13.32%-45,33613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.639,606$19.6M0.02%-939,50313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.636,169$19.5M2.15%+273,47813F-HRTimeline
Kohmann Bosshard Financial Services, LLC627,560$19.3M1.87%-61,08713F-HR/ATimeline
Legacy Edge Advisors, LLC627,512$19.3M2.02%-73,80913F-HRTimeline
Advisory Alpha, LLC623,927$19.1M0.52%+84613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…620,673$19M0.03%+96,83913F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC620,129$19M3.24%-102,84213F-HRTimeline
Global Wealth Management, LLC618,035$19M10.34%-49,29713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…607,418$18.6M1.27%+6,78313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC606,728$18.6M1.63%+3,17913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding606,345$18.6M-180,563Timeline
Integrated Investment Consultants, LLC601,972$18.5M3.92%+14,62413F-HRTimeline
Montis Financial, LLC595,206$18.3M3.78%+64,24813F-HRTimeline
MORTON COMMUNITY BANK592,914$18.2M3.95%+2,11313F-HRTimeline
Prepared Retirement Institute LLC583,013$17.9M8.88%-1,06213F-HR/ATimeline
Savvy Advisors, Inc.582,054$17.9M0.48%+171,66213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC580,458$17.8M7.42%+9,85613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC577,786$17.7M3.13%+1,45813F-HRTimeline