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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

636 managers (640 13F filers) reported a position in SCHZ shares at 2024-12-31, 164,079,215 shares in all. 47 filers opened a position and 45 filers sold out during the quarter.

Managers
636
13F filers
640
New
47
Added
510
Reduced
20
Sold out
45
Shares held by filers
164,079,215

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Omega Financial Group, LLC97,797$2.22M0.84%+41,06713F-HRTimeline
Maia Wealth LLC96,822$2.21M0.48%-2,54513F-HRTimeline
RDA Financial Network97,354$2.21M0.64%+68,62813F-HRTimeline
Bangor Savings Bank97,261$2.21M0.21%+55,70913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC96,433$2.19M0.43%+27,98513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC95,862$2.18M0.07%+48,37413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC94,283$2.14M0.1%+47,44413F-HRTimeline
Orion Porfolio Solutions, LLC94,033$2.13M0.02%+63,46013F-HRTimeline
Orion Portfolio Solutions, LLC94,033$2.13M0.02%+63,46013F-HRTimeline
CVA Family Office, LLC93,882$2.13M0.34%+52,65213F-HRTimeline
Transform Wealth, LLC92,358$2.1M0.12%+48,61213F-HRTimeline
M1 Capital Management LLC91,302$2.07M1.12%13F-HRTimeline
Fischer Financial Services, Inc.91,155$2.07M0.65%13F-HRTimeline
Global Retirement Partners, LLC90,309$2.05M0.06%+36,30213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management90,174$2.05M0.03%+47,70613F-HRTimelineGroup
Cooper Financial Group89,418$2.03M0.24%+64,45113F-HRTimeline
Elios Financial Group Inc.88,827$2.02M0.95%+45,02413F-HRTimeline
Midwest Financial Group LLC88,319$2M1.15%+47,00313F-HRTimeline
SUTTON PLACE INVESTORS LLC88,065$2M1.16%+44,20013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV107,135$1.98M1.99%+56,74713F-HRTimeline
BALLAST ADVISORS LLC86,317$1.96M0.6%+43,40313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…86,021$1.95M0.67%+45,38613F-HRTimeline
AlphaCore Capital LLC84,128$1.91M0.41%+84,10213F-HRTimeline
Oldfather Financial Services, LLC84,038$1.91M0.73%+48,60013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC83,433$1.89M0.89%+43,13913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC83,223$1.89M0.24%+36,79813F-HRTimeline
Strategic Blueprint, LLC82,358$1.87M0.11%+42,46213F-HRTimeline
Gen-Wealth Partners Inc81,929$1.86M0.8%+3,88613F-HRTimeline
BUSH INVESTMENT GROUP, LLC81,331$1.85M1.44%+43,04313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.80,842$1.84M0.13%+40,02613F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp78,460$1.78M0.11%+72,22413F-HRTimelineGroup
ProVise Management Group, LLC76,807$1.74M0.15%+33,92113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC76,346$1.73M0.01%+55,54013F-HRTimelineGroup
BCWM, LLC75,697$1.72M0.61%13F-HRTimeline
Regal Investment Advisors LLC75,603$1.72M0.13%+45,33713F-HRTimeline
Cherry Tree Wealth Management, LLC75,334$1.71M0.42%+37,62913F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO74,896$1.7M0.32%+42,54813F-HRTimeline
Range Financial Group LLC74,273$1.69M0.78%new13F-HRTimeline
SeaCrest Wealth Management, LLC74,050$1.68M0.18%+34,85413F-HRTimeline
NWAM LLC73,795$1.68M0.1%+34,39713F-HRTimeline
HHM Wealth Advisors, LLC73,715$1.67M0.23%+37,05613F-HRTimeline
Eley Financial Management, Inc73,525$1.67M0.65%+38,88613F-HRTimeline
WBH ADVISORY INC73,315$1.66M0.15%+35,41813F-HRTimeline
LVW Advisors, LLC73,307$1.66M0.2%+41,16713F-HRTimeline
Atria Investments, Inc72,433$1.64M0.02%+10,12013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers72,130$1.64M<0.01%+40,13913F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD71,877$1.63M0.99%+37,20213F-HRTimeline
Red Tortoise LLC70,631$1.6M0.84%+37,86113F-HRTimeline
Corrigan Financial, Inc.66,868$1.52M0.35%+33,40813F-HRTimeline
Avion Wealth66,329$1.5M0.39%+38,17613F-HRTimeline
Private Advisor Group, LLC66,012$1.5M0.01%+33,84813F-HRTimeline
Farnam Financial LLC65,821$1.49M1.56%+35,29213F-HRTimeline
Blossom Wealth Management65,699$1.49M2.87%+36,04413F-HRTimeline
Clear Creek Financial Management, LLC65,509$1.49M0.16%+34,95313F-HRTimeline
Csenge Advisory Group65,195$1.48M0.08%-22,81913F-HRTimeline
OPTIMA CAPITAL LLC65,021$1.48M1.02%13F-HRTimeline
HILL ISLAND FINANCIAL LLC64,784$1.47M0.43%+33,01013F-HRTimeline
Smart Portfolios, LLC64,280$1.46M1.53%+32,14013F-HRTimeline
Mendel Capital Management LLC63,915$1.45M0.88%+29,24913F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC63,155$1.43M1.13%+33,53813F-HRTimeline
World Investment Advisors62,710$1.42M0.04%+30,67613F-HRTimeline
Sage Financial Management Group, Inc.62,100$1.41M0.52%+24,05413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC62,111$1.41M0.48%+32,96113F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…62,012$1.41M0.22%+32,70913F-HRTimelineGroup
Values Added Financial LLC61,693$1.4M0.81%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.60,175$1.37M0.07%+32,30613F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC59,868$1.36M0.1%+27,90913F-HRTimeline
Empirical Asset Management, LLC59,727$1.36M0.45%+34,49413F-HRTimeline
OMC Financial Services LTD59,700$1.35M0.58%+29,15013F-HRTimeline
LexAurum Advisors, LLC59,683$1.35M0.27%+30,29313F-HRTimeline
MAI Capital Management58,872$1.34M0.01%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…58,647$1.33M0.51%13F-HRTimeline
Kaizen Financial Strategies58,294$1.32M0.75%+50,72413F-HRTimeline
Graves Light Lenhart Wealth, Inc.58,054$1.32M0.16%+26,97313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,936$1.32M<0.01%new13F-HRTimelineGroup
Shared Vision Wealth Group LLC56,828$1.29M0.68%+30,74913F-HRTimeline
Wealthspire Retirement, LLC55,925$1.27M0.1%+1,93813F-HRTimeline
Stockman Wealth Management, Inc.55,858$1.27M0.2%+29,70313F-HRTimeline
Modera Wealth Management, LLC55,538$1.26M0.02%+27,76913F-HRTimeline
Seneca Financial Advisors LLC55,378$1.26M0.62%+31,75113F-HRTimeline
Faithward Advisors, LLC54,302$1.23M0.21%+24,03013F-HRTimeline
W ADVISORS, LLC54,051$1.23M0.76%+27,14913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC53,830$1.22M0.72%+17,78713F-HRTimeline
Signal Advisors Wealth, LLC53,830$1.22M0.14%+17,49113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC53,496$1.21M0.16%+24,08013F-HRTimeline
Arax Advisory Partners52,498$1.19M0.08%new13F-HRTimeline
Twele Capital Management, Inc.51,555$1.17M0.25%+25,37413F-HRTimeline
Orcam Financial Group51,305$1.16M1.13%+25,13813F-HRTimeline
Arete Wealth Advisors, LLC49,985$1.14M0.08%+25,99513F-HRTimeline
Coordinated Financial Services, Inc.49,640$1.13M0.88%13F-HRTimeline
Beacon Financial Advisory LLC46,894$1.06M0.35%+26,99113F-HRTimeline
Farther Finance Advisors, LLC46,229$1.05M0.04%+23,17313F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC46,096$1.05M0.26%+34,08313F-HRTimeline
Advisory Services Network, LLC46,053$1.05M0.02%+24,99613F-HRTimeline
VERITY Wealth Advisors45,874$1.04M0.75%+22,98213F-HRTimeline
U.S. Capital Wealth Advisors, LLC45,631$1.04M0.03%+23,01413F-HRTimeline
Haven Private, LLC45,442$1.03M0.58%13F-HRTimeline
TOWNSQUARE CAPITAL LLC44,465$1.01M0.01%+27,22413F-HRTimeline
Prime Capital Investment Advisors, LLC44,456$1.01M0.01%+21,98213F-HRTimeline
Great Waters Wealth Management44,420$1.01M0.13%+19,78613F-HRTimeline
Bowman & Co S.C.44,271$1.01M0.52%+21,78813F-HRTimeline
Hobbs Wealth Management, LLC44,047$1000K1.14%13F-HRTimeline
Park Edge Advisors, LLC43,964$998K0.29%+36,38413F-HRTimeline
Mission Creek Capital Partners, Inc.43,608$990K0.22%+21,19413F-HRTimeline
Koshinski Asset Management, Inc.43,522$988K0.09%+16,48613F-HRTimeline
CENTRAL TRUST Co43,522$988K0.02%+26,04613F-HRTimeline
Carnegie Investment Counsel42,636$968K0.03%+32,09813F-HRTimeline
Burt Wealth Advisors42,578$967K0.25%+19,13913F-HRTimeline
Alesco Advisors, LLC, An ESL Co42,021$954K0.03%+19,47213F-HRTimeline
Shearwater Capital LLC41,789$949K0.64%+20,89313F-HRTimeline
Davis Wealth Advisors, LLC41,740$948K1.04%13F-HRTimeline
K2 Financial Inc.41,570$934K0.93%13F-HRTimeline
SageView Advisory Group, LLC40,907$929K0.04%+16,64913F-HRTimeline
BCS Wealth Management40,380$917K0.23%new13F-HRTimeline
Pinnacle Family Advisors, LLC39,765$903K0.44%+20,60813F-HRTimeline
MANCHESTER FINANCIAL INC39,548$898K0.2%+16,13113F-HRTimeline
NOVUS ADVISORS, LLC39,345$893K0.89%13F-HRTimeline
Empower Advisory Group, LLC39,228$890K<0.01%+19,58513F-HRTimeline
Heritage Family Offices, LLP38,989$885K0.44%+23,61713F-HRTimeline
WealthTrak Capital Management LLC38,963$884K0.75%13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC38,880$883K0.11%+25,02413F-HRTimeline
IFG Advisory, LLC38,298$869K0.05%+18,26513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC38,146$866K0.15%+21,27513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,040$864K<0.01%+25,11813F-HRTimelineGroup
BEACON FINANCIAL GROUP37,631$854K0.09%+18,82313F-HRTimeline
Zhang Financial LLC37,608$854K0.05%+18,10513F-HRTimeline
FIDELIS iM, LLC37,360$848K0.42%+18,68013F-HRTimeline
Ausdal Financial Partners, Inc.37,316$847K0.07%+22,34413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\37,184$844K<0.01%+18,30913F-HRTimelineGroup
Western Financial Corp/CA37,048$841K0.46%+14,73013F-HRTimeline
Vermillion Wealth Management, Inc.37,011$840K0.43%13F-HRTimeline
Catalina Capital Group, LLC36,854$837K0.28%+20,00713F-HRTimeline
Aletheian Wealth Advisors LLC36,183$821K0.49%+18,09213F-HRTimeline
Latitude Advisors, LLC35,895$815K0.46%+19,19313F-HRTimeline
Signet Investment Advisory Group, Inc.35,877$814K0.42%+18,70113F-HRTimeline
Ridgeline Wealth, LLC35,622$809K0.66%13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC35,342$802K0.3%+17,30213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,385$781K<0.01%+19,37813F-HRTimelineGroup
Gradient Capital Advisors, LLC34,291$778K0.25%+15,78513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34,252$778K0.01%+12,43513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC34,052$773K0.14%+16,75813F-HRTimeline
Roundview Capital LLC33,863$769K0.05%+15,68813F-HRTimeline
Sowell Financial Services LLC33,800$767K0.04%+16,27813F-HRTimeline
Endowment Wealth Management, Inc.33,628$763K0.51%+16,32113F-HRTimeline
Bigelow Investment Advisors, LLC33,408$758K0.36%+7,59913F-HRTimeline
GatePass Capital, LLC33,266$755K0.82%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC33,225$754K0.02%+13,72713F-HRTimeline
OMNI 360 Wealth, Inc.32,643$741K0.49%+17,36113F-HR/ATimeline
Resurgent Financial Advisors LLC32,087$728K0.43%+23,11813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,877$724K+15,648Timeline
Bison Wealth, LLC31,826$722K0.09%13F-HRTimeline
Ethos Financial Group, LLC31,509$715K0.09%-166,24013F-HRTimeline
JFS WEALTH ADVISORS, LLC31,310$711K0.05%+12,14913F-HRTimeline
EP Wealth Advisors, LLC31,291$710K0.01%+15,06313F-HRTimeline
Leading Edge Financial Planning LLC31,010$704K0.23%-19,22313F-HRTimeline
Merkkuri Wealth Advisors LLC30,864$701K0.55%+18,70513F-HRTimeline
CWC Advisors, LLC.30,355$689K0.69%+14,51413F-HRTimeline
Sonoma Private Wealth LLC30,186$685K1.11%+17,85613F-HRTimeline
Semmax Financial Advisors Inc.30,009$685K0.18%+1,50913F-HRTimeline
Brand Asset Management Group, Inc.30,132$684K0.28%+15,91113F-HRTimeline
Meridian Wealth Partners, LLC29,622$672K0.1%+14,82413F-HRTimeline
Kingsview Wealth Management, LLC29,383$667K0.01%+12,00813F-HRTimeline
Alpha Omega Wealth Management LLC28,678$651K0.12%+13,78413F-HRTimeline
Chicago Partners Investment Group LLC28,754$650K0.02%+29113F-HRTimeline
Sovran Advisors, LLC28,644$644K0.09%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,252$641K<0.01%+13,19613F-HRTimelineGroup
RCS Financial Planning, LLC28,231$641K0.34%+19,48013F-HRTimeline
Embree Financial Group28,114$638K0.11%+9,30413F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…27,841$632K0.44%+13,93313F-HRTimeline
Visionary Wealth Advisors27,815$631K0.04%+13,33713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC27,752$630K0.02%new13F-HRTimeline
Bleakley Financial Group, LLC27,396$622K0.02%new13F-HRTimeline
IHT Wealth Management, LLC26,990$613K0.02%+4,61813F-HRTimeline
B. Riley Wealth Advisors, Inc.26,889$610K0.02%+13,01313F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.26,243$596K0.42%+17,89413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT26,151$594K0.01%+16,53713F-HRTimeline
Schneider Downs Wealth Management Advis…26,091$592K0.11%+12,79813F-HRTimeline
Sequoia Financial Advisors, LLC25,923$588K0.01%+8,64313F-HR/ATimeline
Legacy Financial Strategies, LLC25,275$574K0.12%+12,80313F-HRTimeline
Laraway Financial Advisors Inc25,239$573K0.44%+12,49313F-HRTimeline
Kelman-Lazarov, Inc.25,123$570K0.1%+12,44013F-HRTimeline
Grey Ledge Advisors, LLC25,085$569K0.15%+5,36113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.24,996$567K0.09%+12,49813F-HRTimeline
ASPIRIANT, LLC24,544$557K0.02%+12,27213F-HRTimeline
Liberty Capital Management, Inc.24,534$557K0.12%+11,91213F-HRTimeline
TWO SIGMA SECURITIES, LLC24,263$551K0.1%new13F-HRTimeline
Independent Advisor Alliance24,184$549K0.01%new13F-HRTimeline
Dentgroup LLC24,112$547K0.42%+12,07313F-HRTimeline
Legacy Wealth Management, LLC23,892$542K0.03%+13,12813F-HRTimeline
Hutchens & Kramer Investment Management…23,884$542K0.29%+13,16013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.23,882$542K0.54%+11,94413F-HRTimeline
Pure Financial Advisors, LLC23,876$542K0.01%+13,04113F-HRTimeline
MSH Capital Advisors LLC23,166$526K0.17%+12,61513F-HRTimeline
WEALTHGARDEN F.S. LLC22,924$520K0.49%+15,34913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd22,869$519K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.22,335$507K0.02%+7,56313F-HRTimeline
One Capital Management, LLC22,200$504K0.02%+11,10013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.22,070$501K0.04%+11,18013F-HRTimeline
GK Wealth Management LLC22,030$500K0.63%13F-HRTimeline
Advisory Alpha, LLC21,097$479K0.02%+6,93713F-HRTimeline