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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

665 managers (674 13F filers) reported a position in SCHZ shares at 2026-06-30, 187,191,811 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
665
13F filers
674
New
54
Added
326
Reduced
196
Sold out
46
Shares held by filers
187,191,811

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
Tactive Advisors, LLC124,104$2.87M0.71%+1,07313F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC124,040$2.87M2.43%-1,05113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC123,338$2.85M0.45%+48,02913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…123,034$2.85M0.31%+21,24013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.121,609$2.81M0.11%+106,98713F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV101,100$2.8M2.2%+1313F-HRTimeline
Savvy Advisors, Inc.120,235$2.78M0.06%+50,66113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers119,776$2.77M<0.01%+22,53813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC118,298$2.74M0.06%-55513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC117,102$2.71M0.05%-2,00013F-HRTimeline
M1 Capital Management LLC116,739$2.7M1%+5,43213F-HRTimeline
Omega Financial Group, LLC115,868$2.68M0.82%+1,73313F-HRTimeline
BALLAST ADVISORS LLC115,246$2.67M0.64%+22,02613F-HRTimeline
ETF Store, Inc.114,721$2.65M2.22%+5,27513F-HRTimeline
Gen-Wealth Partners Inc112,915$2.61M0.73%+7,63013F-HRTimeline
IMA Advisory Services, Inc.112,283$2.6M0.16%new13F-HRTimeline
Financial Designs Corp111,587$2.58M1.38%-3,38213F-HRTimeline
Carnegie Investment Counsel110,428$2.55M0.05%+7,52513F-HRTimeline
OFS Enterprise LLC110,173$2.55M0.65%+4,89113F-HRTimeline
Serenity Investment Advisors111,150$2.53M1.08%+1,92013F-HRTimeline
Zhang Financial LLC109,176$2.53M0.07%-19,84113F-HRTimeline
LVW Advisors, LLC108,260$2.5M0.22%-6,84013F-HRTimeline
Valmark Advisers, Inc.104,017$2.41M0.03%-6,17913F-HRTimeline
Hopwood Nicholas Hunter103,755$2.4M0.66%+6,04613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC103,630$2.4M0.41%013F-HRTimeline
SeaCrest Wealth Management, LLC102,545$2.37M0.26%+38,48113F-HRTimeline
Northern Lights Advisors, Inc.100,681$2.33M1.27%-1,78013F-HRTimeline
Csenge Advisory Group100,170$2.32M0.09%+6513F-HRTimeline
Clear Creek Financial Management, LLC99,938$2.31M0.15%+18,98913F-HRTimeline
RDA Financial Network96,437$2.23M0.49%+10,89013F-HRTimeline
K2 Financial Inc.96,470$2.22M1.57%+6,03113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC90,885$2.1M0.4%+5,26013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC90,553$2.09M1.15%-56313F-HRTimeline
Dorato Capital Management89,164$2.04M1.39%013F-HRTimeline
Sculati Wealth Management, LLC88,135$2.02M0.67%+7,98413F-HRTimeline
BlueSky Wealth Advisors, LLC85,784$1.98M0.23%-141,03613F-HRTimeline
BCWM, LLC85,669$1.98M0.58%-2,26113F-HRTimeline
Maia Wealth LLC85,401$1.98M0.29%-14,03813F-HRTimeline
Atria Investments, Inc84,666$1.96M0.02%+73,94013F-HRTimeline
Bangor Savings Bank83,589$1.93M0.14%-2,40413F-HRTimeline
Avidian Wealth Enterprises, LLC82,582$1.91M0.05%+1,05613F-HRTimeline
Sightline Wealth Advisors, LLC82,297$1.9M0.7%+16713F-HRTimeline
Advisory Services Network, LLC81,496$1.89M0.02%+17,50613F-HRTimeline
Livet Wealth, LLC81,443$1.88M1.09%-67213F-HRTimeline
Retirement Planning Group, LLC80,763$1.87M0.05%-4,31613F-HRTimeline
Integrity Advisory Solutions, LLC80,642$1.87M0.19%+18,21913F-HRTimeline
Ironwood Wealth Management, LLC.78,512$1.82M0.4%new13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp77,883$1.8M<0.01%-37,88913F-HRTimelineGroup
WBH ADVISORY INC77,727$1.8M0.12%+5,11413F-HRTimeline
Portside Wealth Group, LLC77,408$1.79M0.21%+40113F-HRTimeline
Blossom Wealth Management77,147$1.78M2.51%-6,40413F-HRTimeline
Simplicity Wealth,LLC76,515$1.77M0.06%+22,99613F-HRTimeline
Wealthspire Advisors, LLC76,361$1.77M0.01%+32,84513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC76,169$1.76M0.15%+4,17813F-HRTimeline
Eley Financial Management, Inc75,995$1.76M0.57%+5,88513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.75,928$1.76M0.12%-73513F-HRTimelineGroup
Brookwood Investment Group LLC75,785$1.75M0.2%-12,56413F-HRTimeline
ProVise Management Group, LLC75,373$1.74M0.12%-1,21213F-HRTimeline
Mendel Capital Management LLC74,458$1.72M0.78%-26113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding74,319$1.72M+60,991Timeline
ACT WEALTH MANAGEMENT, LLC72,803$1.68M0.49%+1,75113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS72,645$1.68M<0.01%+2,31213F-HRTimeline
Balefire, LLC72,265$1.67M0.27%new13F-HRTimeline
NWAM LLC72,136$1.67M0.08%-4,17313F-HRTimeline
Park Edge Advisors, LLC72,115$1.67M0.36%+3,56113F-HRTimeline
SUTTON PLACE INVESTORS LLC72,046$1.67M0.81%+63313F-HRTimeline
MSH Capital Advisors LLC71,656$1.66M0.29%+9,35713F-HRTimeline
Beacon Financial Advisory LLC71,200$1.65M0.32%+4,55313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC70,304$1.63M0.52%-15,38513F-HRTimeline
Shared Vision Wealth Group LLC67,085$1.55M0.53%+13,27413F-HRTimeline
Parallel Advisors, LLC67,010$1.55M0.02%+44,60513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC66,385$1.54M0.03%-17,15413F-HRTimelineGroup
Cherry Tree Wealth Management, LLC65,254$1.51M0.28%-2,53613F-HRTimeline
Claro Advisors Inc.65,205$1.51M0.16%+27,36813F-HRTimeline
Powers Advisory Group, LLC65,200$1.51M0.47%+2,87813F-HRTimeline
HHM Wealth Advisors, LLC65,187$1.51M0.15%+1,35913F-HRTimeline
Apeiron RIA LLC64,940$1.5M0.39%-45,34613F-HRTimeline
IFG Advisory, LLC64,830$1.5M0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,379$1.49M<0.01%+7,30413F-HRTimelineGroup
Gambit Capital Management, LLC63,287$1.46M0.85%-25913F-HRTimeline
WealthTrak Capital Management LLC63,009$1.46M0.96%+5,36513F-HRTimeline
Seneca Financial Advisors LLC62,216$1.44M0.37%+2,10113F-HRTimeline
Latitude Advisors, LLC60,496$1.4M0.56%+6,71813F-HRTimeline
Merkkuri Wealth Advisors LLC60,374$1.4M0.87%-8,76413F-HRTimeline
Empirical Asset Management, LLC60,286$1.39M0.31%+3,42813F-HRTimeline
Twele Capital Management, Inc.59,964$1.39M0.23%+2,95513F-HRTimeline
Capital Management Associates, Inc59,891$1.39M0.28%+61213F-HRTimeline
Hobbs Wealth Management, LLC58,974$1.36M1.15%+4,90113F-HRTimeline
Smartleaf Asset Management LLC58,649$1.36M0.04%013F-HRTimeline
Avion Wealth58,784$1.36M0.25%013F-HRTimeline
LexAurum Advisors, LLC58,542$1.35M0.16%+1,31613F-HRTimeline
Sage Financial Management Group, Inc.57,189$1.32M0.36%+513F-HRTimeline
HRT FINANCIAL LP57,160$1.32M<0.01%new13F-HRTimeline
CENTRAL TRUST Co55,870$1.29M0.02%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding55,416$1.28M+35,850Timeline
JMG Financial Group, Ltd.55,255$1.28M0.03%-44,49913F-HRTimeline
OMC Financial Services LTD55,050$1.27M0.42%-25013F-HRTimeline
Graves Light Lenhart Wealth, Inc.54,699$1.27M0.12%-18213F-HRTimeline
Parkway Wealth Management Group, LLC54,385$1.26M0.15%+4,83013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…54,272$1.26M0.32%+8,41713F-HRTimeline
BCS Wealth Management54,160$1.25M0.23%-4,24513F-HRTimeline
Vise Technologies, Inc.54,100$1.25M0.01%+32,92313F-HRTimeline
Stockman Wealth Management, Inc.53,630$1.24M0.13%-9,89513F-HRTimeline
Ausdal Financial Partners, Inc.53,247$1.23M0.05%+4,33313F-HRTimeline
Rossby Financial, LCC53,079$1.23M0.22%+1,15413F-HRTimeline
Leo H. Evart, Inc.52,899$1.22M0.97%-38213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC52,285$1.21M0.08%+11,30713F-HRTimeline
GK Wealth Management LLC51,837$1.2M0.72%new13F-HRTimeline
W ADVISORS, LLC51,769$1.2M0.54%+55013F-HRTimeline
Arax Advisory Partners51,668$1.2M0.01%+42,50813F-HRTimeline
MONEYWISE, INC.51,169$1.18M0.44%+17,58913F-HRTimeline
Investment Research Partners LLC50,800$1.18M0.4%+11,48613F-HRTimeline
Avail Investment Partners, LLC50,630$1.17M0.9%+11,31613F-HRTimeline
Crabel Capital Management, LLC50,447$1.17M0.85%new13F-HRTimeline
Modera Wealth Management, LLC50,199$1.16M0.01%013F-HRTimeline
HB Wealth Management, LLC50,111$1.16M0.01%-3,11413F-HRTimeline
Emergent Wealth Advisors, LLC49,741$1.15M0.6%-14,41813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,384$1.1M<0.01%+98913F-HRTimelineGroup
MGO ONE SEVEN LLC46,641$1.08M0.02%+4,25813F-HRTimeline
Legacy Wealth Management, LLC46,343$1.07M0.06%+5,57513F-HRTimeline
Sharkey, Howes & Javer45,863$1.06M0.13%+10,22913F-HRTimeline
Great Waters Wealth Management44,782$1.04M0.1%-55813F-HRTimeline
OMNI 360 Wealth, Inc.44,553$1.03M0.48%+2,87313F-HRTimeline
Pinnacle Family Advisors, LLC44,001$1.02M0.43%+2,00313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC42,977$994K0.04%+18,50713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC42,603$985K0.22%+22,96713F-HRTimeline
HILL ISLAND FINANCIAL LLC42,426$981K0.21%+6,44513F-HRTimeline
Plan A Wealth LLC42,391$981K0.42%+2,20413F-HRTimeline
Rialto Wealth Management, LLC41,927$970K0.19%-9,08513F-HRTimeline
Shearwater Capital LLC41,789$967K0.46%013F-HRTimeline
Kenora Financial, LLC41,245$954K0.3%+15,97513F-HRTimeline
Values Added Financial LLC40,953$947K0.34%+1,04713F-HRTimeline
VestGen Advisors, LLC40,773$943K0.03%+17,07013F-HRTimeline
Farnam Financial LLC40,619$940K0.69%-6,81113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC40,600$939K<0.01%-73,00013F-HRTimeline
SageView Advisory Group, LLC40,492$937K0.03%-1,84713F-HRTimeline
Chicago Partners Investment Group LLC41,064$935K0.02%-22,10813F-HRTimeline
Geometric Wealth Advisors40,110$928K0.1%+43913F-HRTimeline
Mission Creek Capital Partners, Inc.39,900$923K0.16%-1,20413F-HRTimeline
Signet Investment Advisory Group, Inc.39,825$921K0.41%-1,45913F-HRTimeline
Signal Advisors Wealth, LLC39,653$917K0.05%+3,95513F-HRTimeline
Koshinski Asset Management, Inc.39,429$912K0.05%-41513F-HRTimeline
IHT Wealth Management, LLC39,425$912K0.02%-1,42113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …39,228$907K<0.01%013F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC38,900$900K0.08%+413F-HRTimeline
NOVUS ADVISORS, LLC38,126$882K1.84%-25613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…37,803$874K0.59%-64,19513F-HRTimeline
Aventus Investment Advisors, Inc.37,712$872K0.64%-28,29513F-HRTimeline
Prime Capital Investment Advisors, LLC37,467$867K0.01%+6,14913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP37,407$865K0.01%new13F-HRTimelineGroup
&PARTNERS37,376$865K<0.01%+6,49813F-HRTimeline
FIDELIS iM, LLC37,360$864K0.29%013F-HRTimeline
VERITY Wealth Advisors37,305$863K0.52%+2,99813F-HRTimeline
Carolina Wealth Management Inc37,260$862K0.4%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP37,102$858K0.01%+11,56513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC36,446$843K0.3%+2,84713F-HRTimeline
Roundview Capital LLC36,345$841K0.05%+38713F-HRTimeline
Aletheian Wealth Advisors LLC36,183$837K0.36%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC35,795$828K0.22%+2,26613F-HRTimeline
Resurgent Financial Advisors LLC35,714$826K0.23%+2,91513F-HRTimeline
RCS Financial Planning, LLC35,174$814K0.39%+71313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp34,800$805K0.02%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC34,453$797K0.04%-26813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC34,384$795K0.01%+13,66413F-HRTimeline
PFG Advisors34,293$793K0.04%+4,23113F-HRTimeline
SAX WEALTH ADVISORS, LLC32,584$757K0.03%+14,10213F-HRTimeline
Liberty Capital Management, Inc.32,322$748K0.13%13F-HRTimeline
Davis Wealth Advisors, LLC32,259$746K0.58%-2,72713F-HRTimeline
Asempa Wealth Advisors31,984$740K0.56%+7,13813F-HRTimeline
RWA WEALTH PARTNERS, LLC31,416$727K0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC31,330$725K0.17%+1,58413F-HRTimeline
WJ Financial Advisors LLC31,290$724K0.53%-44013F-HRTimeline
CWC Advisors, LLC.31,166$721K0.32%+54513F-HRTimeline
Sowell Financial Services LLC30,589$708K0.02%-1,70713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,480$705K0.02%-11,85713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC29,512$683K<0.01%-3,56713F-HRTimelineGroup
KRM WEALTH MANAGEMENT L.L.C.28,989$671K0.3%+29613F-HRTimeline
Texas Yale Capital Corp.28,619$662K0.01%-69913F-HRTimeline
Garde Capital, Inc.28,599$661K0.03%new13F-HRTimeline
Payne Capital LLC28,558$661K0.55%+113F-HRTimeline
Ignite Planners, LLC28,460$658K0.09%013F-HRTimeline
Marks Group Wealth Management, Inc28,154$651K0.06%+8,03013F-HRTimeline
WESBANCO BANK INC28,127$651K0.02%013F-HRTimeline
Orcam Financial Group27,723$641K0.31%+27613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC27,627$639K0.1%-4,01213F-HRTimeline
Core Wealth Partners LLC27,540$637K0.27%-79,17713F-HRTimeline
Scarborough Advisors, LLC26,983$623K0.07%-3,97513F-HRTimeline
New Harbor Financial Group, LLC26,162$605K0.1%+5,26213F-HRTimeline
L2 Asset Management, LLC26,160$605K0.06%+1,77013F-HRTimeline
RKL Wealth Management LLC25,641$593K0.05%+26013F-HRTimeline
Appalachian Capital Management Ltd25,444$589K0.43%+5013F-HRTimeline
Western Financial Corp/CA25,289$585K0.17%+68413F-HRTimeline
Schneider Downs Wealth Management Advis…25,182$582K0.05%013F-HRTimeline
Laraway Financial Advisors Inc25,149$582K0.35%-12413F-HRTimeline
Wealthspire Retirement, LLC24,940$577K0.03%-3,22513F-HRTimeline
Sonoma Private Wealth LLC24,741$572K0.61%013F-HRTimeline
Alpha Omega Wealth Management LLC23,826$551K0.08%+4113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.23,412$542K0.41%013F-HRTimeline
Sovran Advisors, LLC23,665$540K0.04%-11713F-HRTimeline
Milestones Private Investment Advisors …23,176$536K0.43%-26313F-HRTimeline