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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

662 managers (671 13F filers) reported a position in SCHZ shares at 2026-06-30, 186,295,201 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
662
13F filers
671
New
54
Added
323
Reduced
195
Sold out
46
Shares held by filers
186,295,201

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,422,540$335M0.02%+1,139,89013F-HRTimelineGroup
Rockbridge Investment Management, LCC10,420,258$241M19.57%+726,66113F-HRTimeline
Avantax Planning Partners, Inc.7,975,307$184M4.59%+264,64613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,809,636$158M0.03%+340,54613F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co6,601,917$153M8.52%+186,94513F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,681,166$131M0.23%+267,33713F-HRTimeline
HighTower Advisors, LLC4,292,060$99.3M0.1%-199,07813F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,855,498$89.2M7.57%+534,69913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,642,147$84.2M+226,535Timeline
RATIONAL ADVISORS, INC.3,142,160$72.7M6.67%+65,89813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,071,596$71M0.01%-59,60213F-HRTimelineGroup
McAdam, LLC2,609,832$60.4M2.33%+618,99213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,278,622$52.9M0.02%+381,22913F-HRTimelineGroup
Pioneer Wealth Management Group2,249,290$52M12.57%+249,48913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,171,145$49.8M0.08%-21,38013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,132,074$49.3M0.05%-24,17813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,345,726$45.8M0.06%+555,35513F-HRTimelineGroup
Cetera Investment Advisers1,863,166$43.1M0.04%+95,23413F-HRTimeline
Savant Capital, LLC1,688,291$39.1M0.11%+842,40713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,686,818$39M0.29%+51,68313F-HRTimelineGroup
NorthRock Partners, LLC1,618,956$37.4M0.54%+409,92613F-HRTimeline
FINANCIAL LIFE ADVISORS1,573,243$36.4M10.35%+72,66913F-HRTimeline
Blue Trust, Inc.1,548,018$35.8M0.38%+31,72913F-HRTimeline
Destination Wealth Management1,497,382$34.6M0.81%-58,07013F-HRTimeline
Horst & Graben Wealth Management LLC1,474,760$34M4.47%+53,75413F-HRTimeline
OneDigital Investment Advisors LLC1,456,131$33.7M0.28%-147,02113F-HRTimeline
Phil A. Younker & Associates, Ltd.1,419,857$32.8M22.13%-150,23813F-HRTimeline
ZynergyRetirementPlanningLLC1,405,679$32.5M17.63%+79,40913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,395,164$32.3M<0.01%+145,23413F-HRTimelineGroup
KilterHowling LLC1,347,082$31.2M13.96%+2,93213F-HRTimeline
TruNorth Capital Management, LLC1,337,186$30.9M4.97%+42,22513F-HRTimeline
Modern Wealth Management, LLC1,300,211$30.1M0.36%+80,32113F-HRTimeline
Mokosak Advisory Group, LLC1,297,292$30M6.5%+61,63113F-HRTimeline
Plum Street Advisors, LLC1,280,658$29.6M9.46%+82,25513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,273,968$29.5M0.72%-343,45113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,249,911$28.9M0.03%+82,31513F-HRTimelineGroup
LPL Financial LLC1,118,991$25.9M0.01%+24,21613F-HRTimeline
TSA Wealth Managment LLC1,023,367$23.7M6.69%+65,38313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,001,923$23.2M<0.01%-1,271,93513F-HRTimelineGroup
THEORY FINANCIAL LLC988,119$22.9M7.2%+41,79013F-HRTimeline
Creative Planningin group Creative Planning976,364$22.6M0.01%+47,61313F-HRTimelineGroup
Alliance Wealth Management Group956,732$22.1M4.31%-58,05113F-HRTimeline
Towercrest Capital Management956,732$22.1M3.08%-58,05113F-HRTimeline
Asset Allocation Strategies LLC933,117$21.6M3.33%+11,09013F-HRTimeline
One Wealth Advisors, LLC917,188$21.2M2.34%+65,24213F-HRTimeline
Sanctuary Advisors, LLC914,465$21.2M0.1%+43,51613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV880,216$20.4M0.03%+119,47313F-HR/ATimeline
Bond & Devick Financial Network, Inc.879,141$20.3M5.01%+35,46213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC872,446$20.2M0.27%-32,58013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC840,712$19.4M0.14%+42,94113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC811,408$18.8M0.35%-253,23813F-HRTimeline
Vestmark Advisory Solutions, Inc.806,123$18.6M0.18%-256,55613F-HRTimeline
Revolve Wealth Partners, LLC756,987$17.5M1.82%+17,44413F-HRTimeline
Revisor Wealth Management LLC726,046$16.8M4.04%-71,18013F-HRTimeline
UBS Group AGgroup of 2 filers holding713,141$16.5M+50,468Timeline
Arnold Financial Planning LLC686,760$15.9M11.85%+47,95513F-HRTimeline
Mutual Advisors, LLC683,806$15.8M0.3%-4,00513F-HRTimeline
James J. Burns & Company, LLC666,919$15.4M1.67%+2,81513F-HRTimeline
Cypress Wealth Services, LLC659,249$15.2M1.88%+70,20613F-HRTimeline
Pacific Park Financial, Inc.658,197$15.2M8.84%-7,49613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS652,171$15.1M0.01%-98,93113F-HRTimelineGroup
Cedar Mountain Advisors, LLC641,351$14.8M2.55%+95513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC633,680$14.7M0.44%-36,44313F-HRTimelineGroup
Columbus Macro, LLC626,849$14.5M1.41%+11,69013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC617,083$14.3M<0.01%-54,83713F-HRTimelineGroup
CFG Wealth Management Services, Inc.572,537$13.7M12.88%013F-HRTimeline
Amicus Financial Advisors, LLC578,621$13.4M3.29%-5,29113F-HRTimeline
MYECFO, LLC562,920$13M4.91%+36,23313F-HRTimeline
Christensen, King & Associates Investme…544,016$12.6M5%-2,26813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…542,124$12.5M0.07%-43,02013F-HRTimelineGroup
CFS Investment Advisory Services, LLC539,041$12.4M0.83%-60,70713F-HRTimeline
Ballast Financial Advisors LLC523,539$12.1M10.96%+56,85413F-HRTimeline
EP Wealth Advisors, LLC520,436$12M0.05%-5,49813F-HRTimeline
Mayflower Financial Advisors, LLC517,566$12M1.03%+52,09413F-HRTimeline
Tempus Wealth Planning, LLC495,023$11.4M2.24%+54,62813F-HRTimeline
SigFig Wealth Management, LLC482,157$11.2M0.3%+14,34913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…472,026$10.9M0.2%+56,90013F-HRTimelineGroup
Security Financial Services, INC.468,336$10.8M1.5%+66,88013F-HRTimeline
Grove Street Fiduciary, LLC461,694$10.7M4.51%-2,49813F-HRTimeline
Beacon Pointe Advisors, LLC458,444$10.6M0.05%+16,06013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC454,858$10.5M2.84%+32,85113F-HRTimeline
Apriem Advisors434,154$10M0.87%-2,13113F-HRTimeline
AE Wealth Management LLC429,753$9.94M0.05%+50,22713F-HRTimeline
IFP Advisors, Inc429,530$9.94M0.18%+73,59713F-HRTimeline
Compass Financial Group, INC/SD428,065$9.9M1.14%+140,15213F-HRTimeline
Peak Financial Management, Inc.423,666$9.8M2.25%+30,28613F-HRTimeline
Ashton Thomas Private Wealth, LLC401,320$9.28M0.19%+20,56513F-HRTimeline
Daviman Financial, LLC399,645$9.24M5.1%+2,13713F-HRTimeline
Integrated Wealth Concepts LLC396,174$9.16M0.04%+77,06913F-HRTimeline
KICKSTAND VENTURES, LLC.395,961$9.16M1.66%-13,64213F-HRTimeline
Unify Financial Advisors384,558$8.89M8.21%+11,36313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC383,817$8.88M0.01%+276,52613F-HRTimelineGroup
LATHROP INVESTMENT MANAGEMENT CO379,697$8.78M1.55%+9,74413F-HRTimeline
Cambridge Investment Research Advisors,…378,422$8.75M0.02%+65,73613F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC375,297$8.68M0.01%new13F-HRTimelineGroup
Affinity Capital Advisors, LLC369,750$8.53M1.05%-31,01513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC365,009$8.44M2.27%+13,99913F-HRTimeline
MAI Capital Management356,966$8.26M0.03%+21,13313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV348,079$8.05M0.38%+15,75113F-HRTimeline
FFG RETIREMENT ADVISORS LLC346,738$8.02M4.25%-48,95713F-HRTimeline
January Capital Advisors LLC341,513$7.9M6.6%+300,57213F-HRTimeline
Avior Wealth Management, LLC341,085$7.89M0.21%+4,67213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding334,471$7.74M+222,140Timeline
CHOREO, LLC334,080$7.73M0.08%+29,20713F-HRTimeline
Midwest Financial Group LLC334,025$7.73M2.71%+22,78313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding329,297$7.62M-5,925Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.318,499$7.37M0.27%+12,24213F-HRTimeline
Forthright Family Wealth Advisory LLC316,590$7.32M4.14%+190,80413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC316,044$7.31M0.05%+56,50613F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC314,736$7.28M0.56%+5,76413F-HRTimeline
Heritage Family Offices, LLP314,239$7.27M2.81%+108,59013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.314,239$7.27M2.81%new13F-HRTimeline
AlphaCore Capital LLC307,327$7.11M0.13%+2,98113F-HRTimeline
Farther Finance Advisors, LLC307,187$7.11M0.06%+93,33613F-HRTimeline
Main Street Financial Solutions, LLC303,669$7.02M0.45%+57,16013F-HRTimeline
Chatterton & Associates Inc.303,056$6.96M4.09%+70,76513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…299,107$6.92M<0.01%-11,05013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding298,104$6.9M+16,510Timeline
Beacon Bridge Wealth Partners, LLC292,966$6.78M1.93%+118,46913F-HRTimeline
Independent Solutions Wealth Management…287,290$6.65M0.87%+7,28313F-HRTimeline
Hoxton Planning & Management, LLC284,701$6.59M1.72%-7,12513F-HRTimeline
Summit Financial Strategies, Inc.279,261$6.46M0.45%-49,40713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.276,959$6.41M0.01%+12,01913F-HRTimelineGroup
Fairway Financial, LLC276,475$6.39M4.37%+6,81213F-HRTimeline
Marotta Asset Management268,141$6.18M1.03%-1,40613F-HRTimeline
Sigma Planning Corp263,727$6.1M0.15%new13F-HRTimeline
Curtis Advisory Group, LLC262,624$6.07M1.18%-26,89213F-HRTimeline
Larson Financial Group LLC260,155$6.02M0.16%-46,59613F-HRTimeline
Bogart Wealth, LLC259,164$5.99M0.21%+55713F-HRTimeline
Bluespring Wealth Management, LLC256,386$5.93M0.11%+64,59613F-HRTimeline
Manske Wealth Management251,298$5.81M1.44%+25,64313F-HRTimeline
HC Advisors, LLC250,805$5.8M3.52%+23,15613F-HRTimeline
CIBC WORLD MARKET INC.250,000$5.78M0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC246,838$5.71M1.93%+4,59313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management240,386$5.56M0.06%+34,31713F-HRTimelineGroup
Merit Financial Group, LLC236,290$5.47M0.03%-32,56213F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC233,114$5.39M0.36%+213,61713F-HRTimelineGroup
Focus Financial Network, Inc.231,175$5.35M0.17%+10,26213F-HRTimeline
Stonekeep Investments, LLC224,356$5.19M3.02%+84413F-HRTimeline
Clay Northam Wealth Management, LLC222,565$5.15M2.53%-13,11713F-HRTimeline
Perigon Wealth Management, LLC222,554$5.15M0.08%+38,15513F-HRTimeline
Waverly Advisors, LLC222,234$5.14M0.03%-8,13913F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…221,297$5.12M1.15%+6,26413F-HRTimelineGroup
Balboa Wealth Partners219,230$5.07M0.69%+198,80413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC215,559$4.99M0.08%new13F-HRTimeline
Nalls Sherbakoff Group, LLC215,306$4.98M3.54%-4,74513F-HRTimeline
XY Planning Network, Inc.212,609$4.92M0.62%+6,70513F-HRTimeline
Fischer Financial Services, Inc.211,395$4.89M1.23%+7,41813F-HRTimeline
Tradition Wealth Management, LLC208,247$4.82M0.29%+5,15913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…206,837$4.78M0.12%-5,95013F-HRTimelineGroup
WealthPLAN Partners, LLC202,624$4.69M0.9%+10,74113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…197,656$4.57M0.45%+19,41713F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.197,429$4.57M1.08%+12,17713F-HRTimeline
Bestgate Wealth Advisors, LLC190,531$4.41M7.02%-75413F-HRTimeline
Guardian Financial Partners, LLC190,304$4.4M1.71%-26,80313F-HRTimeline
BFSG, LLC189,023$4.37M0.39%-1,37513F-HRTimeline
Curbstone Financial Management Corp187,500$4.34M0.74%013F-HRTimeline
Cassilly Financial Group LLC183,780$4.25M3.08%+2,20013F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding182,406$4.16M+87,670Timeline
VSM Wealth Advisory, LLC178,010$4.12M1.09%-36613F-HRTimeline
Valpey Financial Services, LLC177,319$4.1M2.44%+12,03413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding177,112$4.1M+26,121Timeline
Global Retirement Partners, LLC169,162$3.91M0.06%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC168,200$3.89M0.37%+10,94313F-HRTimeline
HARBOUR INVESTMENTS, INC.166,855$3.86M0.05%+17,76313F-HRTimeline
Patriot Financial Group Insurance Agenc…164,466$3.8M0.39%-121,28213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC164,229$3.8M0.28%-23,63713F-HRTimeline
MML INVESTORS SERVICES, LLC163,238$3.78M0.01%+27,08513F-HRTimeline
Range Financial Group LLC160,119$3.7M1.01%+6,20713F-HRTimeline
LOWERY THOMAS, LLC159,791$3.7M1.81%-6,89113F-HRTimeline
Curi Capital, LLC157,463$3.64M0.06%-13,04313F-HRTimeline
NYL Investors LLC157,163$3.64M1.39%-45913F-HRTimeline
Smart Money Group LLC154,434$3.57M0.92%-9,39513F-HRTimeline
Keystone Wealth Services, LLC153,401$3.55M0.66%+13,56613F-HRTimeline
BIP Wealth, LLC152,354$3.52M0.1%new13F-HRTimeline
TPG Advisors LLC151,467$3.5M1.92%+3,01313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC150,899$3.49M0.19%+53,13213F-HRTimeline
Strategic Blueprint, LLC149,289$3.45M0.17%+16,87513F-HRTimeline
INTEGRITY ALLIANCE, LLC.148,950$3.45M0.11%+14,22613F-HRTimeline
Spectrum Planning & Advisory Services I…147,971$3.42M1.53%-2,72413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC145,697$3.37M<0.01%-1,41713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC144,694$3.35M1.44%+16613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD143,456$3.32M1.36%+9,55013F-HRTimeline
Krilogy Financial LLC143,080$3.31M0.1%+5813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…141,564$3.27M0.19%+56113F-HRTimeline
Grey Fox Wealth Advisors, LLC140,215$3.24M0.51%+1,67413F-HRTimeline
Friedenthal Financial139,626$3.23M1.49%+1,13913F-HRTimeline
CVA Family Office, LLC137,096$3.17M0.29%+10,43713F-HRTimeline
Empirical Financial Services, LLC d.b.a…136,632$3.16M0.05%-3,58013F-HRTimeline
Breakwater Investment Management134,779$3.12M1.06%-3,44013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC134,277$3.11M0.38%13F-HRTimeline
Chesapeake Wealth Management133,559$3.09M0.87%-1,25813F-HRTimeline
North Forty Two & Co.132,494$3.06M2.6%+2,40013F-HRTimeline
Brady Martz Wealth Solutions, LLC131,546$3.04M0.46%-4,25713F-HRTimeline
Orion Porfolio Solutions, LLC130,938$3.03M0.02%+37,58913F-HRTimeline
5T Wealth, LLC129,547$3M1.12%-19,60513F-HRTimeline
OARSMAN CAPITAL, INC.128,446$2.97M0.31%-5,01813F-HRTimeline
WealthPoint Financial, LLC127,721$2.95M2.15%+7,11913F-HRTimeline
Twin Cities Retirement Group LLC127,460$2.95M2.52%+57413F-HRTimeline
Tactive Advisors, LLC124,104$2.87M0.71%+1,07313F-HRTimeline