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Disclosery

SCHD SCHWAB STRATEGIC TR

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Filings received so far for Q3 2026: 126 13F filers report a position in SCHD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Keystone Financial Planning, Inc.6,279,518$204M50.58%+29,16913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC1,694,694$55.1M16.64%-13,77813F-HRTimeline
Sarver Vrooman Wealth Advisors1,694,611$55.1M32.43%+33,51413F-HRTimeline
Farther Finance Advisors, LLC1,667,995$54.3M0.38%+162,22813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,121,047$36.5M5.94%+79,03413F-HRTimeline
MJT & Associates Financial Advisory Gro…796,851$25.9M16.77%+34,63613F-HRTimeline
Venture Visionary Partners LLC673,332$21.9M0.57%+3,75213F-HRTimeline
Graves Light Lenhart Wealth, Inc.656,368$21.4M2%-10,19713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC635,884$20.7M4.2%-6,39713F-HRTimeline
Friday Financial470,332$15.4M3.04%+106,52413F-HRTimeline
Sunburst Financial Group, LLC423,022$13.8M2.25%-5,35913F-HRTimeline
Kure Advisory, LLC352,119$11.5M5.29%+9,13213F-HRTimeline
McAlister, Sweet & Associates, Inc.343,226$11.2M7.05%+4,20213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC322,879$10.5M2.69%-63913F-HRTimeline
YHB Investment Advisors, Inc.320,278$10.4M0.66%-37713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.313,441$10.2M5.52%-3,87213F-HRTimeline
Investors Research Corp302,624$9.84M1.73%+12,26213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…282,125$9.18M6.01%-22,33013F-HRTimeline
Davis Capital Management265,361$8.63M5.16%+1,59513F-HRTimeline
Matrix Trust Co254,782$8.29M1.21%-10,03813F-HRTimeline
Dickmeyer Boyce Financial Management, I…241,399$7.85M4.02%+5,24713F-HRTimeline
Wedmont Private Capital233,756$7.75M0.19%+11,64613F-HRTimeline
Dorato Capital Management234,525$7.66M5.1%+22,38313F-HRTimeline
Adams Asset Advisors, LLC229,830$7.48M0.76%+12,58813F-HRTimeline
ALKEME WEALTH, LLC224,686$7.31M2.76%+11,57713F-HRTimeline
Dominguez Wealth Management Solutions, …209,188$6.8M3.77%+170,02113F-HRTimeline
Avidian Wealth Enterprises, LLC191,497$6.23M0.17%+27,20913F-HRTimeline
Legacy Private Trust Co.189,049$6.15M0.34%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC167,167$5.44M0.35%-26,87413F-HRTimeline
First Heartland Consultants, Inc.159,936$5.2M0.35%+20,27913F-HRTimeline
TrueWealth Advisors, LLC158,774$5.16M1.16%-6,90013F-HRTimeline
CapWealth Advisors, LLC142,240$4.63M0.35%-41,08413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC140,378$4.57M1.28%+3,20513F-HRTimeline
RVW Wealth, LLC134,272$4.37M0.28%-1,83413F-HRTimeline
Olistico Wealth, LLC124,750$4.06M1.7%+4,30513F-HRTimeline
Decker Wealth Management LLC123,798$4.03M0.82%-2,43113F-HRTimeline
Sound Income Strategies, LLC115,933$3.84M0.17%+10,66513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC113,689$3.7M0.76%+4,54013F-HRTimeline
CoreCap Advisors, LLC100,242$3.26M0.09%+12,56713F-HRTimeline
Freestate Advisors LLC98,572$3.21M2.47%-3,79413F-HRTimeline
Everhart Financial Group, Inc.92,020$2.99M0.18%+77913F-HRTimeline
MassMutual Private Wealth & Trust, FSB88,214$2.87M0.08%-9,14613F-HRTimeline
Cambridge Financial Group, LLC90,249$2.86M0.9%013F-HRTimeline
Valeo Financial Advisors, LLC81,770$2.66M0.06%+2,94413F-HRTimeline
Great Waters Wealth Management78,784$2.56M0.23%+1,46513F-HRTimeline
Balefire, LLC76,700$2.5M0.39%+40,72713F-HRTimeline
Bangor Savings Bank76,233$2.48M0.19%-42313F-HRTimeline
Factor Wealth Management LTD74,329$2.42M0.37%-4,00513F-HRTimeline
EASTERN BANK73,328$2.39M0.04%013F-HRTimeline
Weaver Consulting Group70,454$2.29M0.45%-34813F-HRTimeline
Trust Co70,041$2.28M0.2%+30,68713F-HRTimeline
Capital Advisors Wealth Management, LLC68,499$2.23M0.25%+43,55513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC68,088$2.21M0.03%+6,13113F-HRTimelineGroup
MFG WEALTH MANAGEMENT, INC.61,430$2M1.45%-2,77813F-HRTimeline
Galvin, Gaustad & Stein, LLC52,207$1.7M0.13%+4,37213F-HRTimeline
Apella Capital, LLC51,653$1.69M0.02%+11,16513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC47,045$1.53M0.92%-55013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC46,105$1.5M1.01%+72313F-HRTimeline
Attessa Capital LLC43,275$1.41M0.6%-73513F-HRTimeline
Worth Asset Management, LLC35,270$1.15M0.33%+19,85413F-HRTimeline
Bank of New Hampshire35,153$1.14M0.25%+4,34813F-HRTimeline
FIRST COMMUNITY TRUST NA32,716$1.06M0.35%+30,61913F-HRTimeline
Financial Designs Corp31,313$1.02M0.52%-94,38113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC30,330$987K0.2%+10113F-HRTimeline
Successful Portfolios LLC29,922$979K0.45%-18113F-HRTimeline
Buska Wealth Management, LLC29,210$950K0.33%-23813F-HRTimeline
Cooper Financial Group28,833$938K0.07%+13213F-HRTimeline
Wealth Enhancement Trust Services, Inc.27,404$891K0.1%+6613F-HRTimeline
MFA WEALTH ADVISORS, LLC27,099$882K0.15%-7613F-HRTimeline
CX Institutional27,069$881K0.02%+14,13413F-HRTimeline
Gerald Baker Financial Group LLC25,790$839K0.24%+27113F-HRTimeline
Breakwater Capital Group24,887$810K0.1%-50113F-HRTimeline
Hardin Capital Partners, LLC24,746$805K0.39%+9,68013F-HRTimeline
CHAPIN DAVIS, INC.24,584$800K0.15%+1813F-HRTimeline
Vann Equity Management LLC24,094$784K0.47%new13F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…23,769$773K0.55%+1,40713F-HRTimeline
Rosenberg Matthew Hamilton22,430$730K0.13%+88813F-HRTimeline
Dale Q Rice Investment Management Ltd22,316$726K0.4%-24113F-HRTimeline
Councilor Wealth, LLC21,295$693K0.29%-3,41713F-HRTimeline
Martin Capital Partners, LLC20,934$681K0.24%+83713F-HRTimeline
Versant Capital Management, Inc20,879$679K0.06%+3,67713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC19,873$646K0.17%+5,23013F-HRTimeline
Veracity Capital LLC19,409$631K0.17%+9,50013F-HRTimeline
FC Advisory LLC19,234$626K0.16%+33613F-HRTimeline
Mirador Capital Partners LP18,704$608K0.07%+45813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC17,413$566K0.03%+30213F-HRTimeline
DKM Wealth Management, Inc.15,060$490K0.31%013F-HRTimeline
Investment Partners Asset Management, I…14,475$471K0.26%+33613F-HRTimeline
Castle Rock Wealth Management, LLC13,955$458K0.09%+1,89013F-HRTimeline
Nautilus Advisors LLC13,928$453K0.27%+1,42413F-HRTimeline
Planning Strategies Inc.13,865$451K0.27%+70913F-HRTimeline
ZynergyRetirementPlanningLLC13,779$448K0.24%013F-HRTimeline
Hamilton Capital, LLC13,702$446K0.03%+2013F-HRTimeline
Acropolis Investment Management, LLC13,463$438K0.02%-48213F-HRTimeline
Elm3 Financial Group, LLC12,821$417K0.28%+77313F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,553$408K0.05%+1,25913F-HRTimelineGroup
Montz Harcus Wealth Management LLC11,951$389K0.14%+1,35913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,929$388K<0.01%+47813F-HRTimeline
SACKS & ASSOCIATES, LLC11,677$380K0.27%+813F-HRTimeline
GAMMA Investing LLC11,366$370K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP10,985$357K0.04%+26113F-HRTimeline
GoalVest Advisory LLC10,936$356K0.06%013F-HRTimeline
RTD Financial Advisors, Inc.10,237$333K0.04%new13F-HRTimeline
Capital Planning LLC9,124$297K0.08%-14,87413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.9,077$295K0.23%013F-HRTimeline
KWMG, LLC8,943$291K0.02%+13913F-HRTimeline
Gallagher Capital Advisors, LLC8,802$286K0.15%+6013F-HRTimeline
Stonebridge Financial Group, LLC8,055$262K0.02%013F-HRTimeline
Castleview Partners, LLC7,846$255K0.11%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC7,631$250K0.1%-24,22313F-HRTimeline
MKD WEALTH COACHES, LLC7,261$236K0.2%013F-HRTimeline
Williams & Novak Wealth Management, LLC7,225$235K0.14%new13F-HRTimeline
Insight Wealth Strategies, LLC7,118$232K0.02%013F-HRTimeline
Tactive Advisors, LLC6,466$210K0.05%+2913F-HRTimeline
FSA Investment Group, LLC6,178$201K0.06%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,000$195K0.02%013F-HRTimeline
Bullock Wealth Management Group5,684$186K0.08%+2813F-HRTimeline
Byrne Asset Management LLC3,313$108K0.06%+2,50713F-HRTimeline
GK Wealth Management LLC2,279$74.1K0.04%new13F-HRTimeline
Roxbury Financial LLC1,866$60.7K0.05%-14113F-HRTimeline
Aventus Investment Advisors, Inc.960$31.2K0.02%013F-HRTimeline
Coastline Trust Co450$14.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP353$11.5K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC300$9.76K<0.01%013F-HRTimeline
General Partner, Inc.120$3.9K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division92$2.99K<0.01%013F-HRTimeline