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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

647 managers (650 13F filers) reported a position in SCHZ shares at 2025-03-31, 169,709,186 shares in all. 48 filers opened a position and 39 filers sold out during the quarter.

Managers
647
13F filers
650
New
48
Added
281
Reduced
239
Sold out
39
Shares held by filers
169,709,186

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NWAM LLC100,298$2.32M0.2%+26,50313F-HRTimeline
Cooper Financial Group100,278$2.32M0.31%+10,86013F-HRTimeline
Vantage Financial Partners, LLC98,185$2.27M0.57%-6,94313F-HRTimeline
Omega Financial Group, LLC98,054$2.27M0.87%+25713F-HRTimeline
Bangor Savings Bank97,412$2.26M0.21%+15113F-HRTimeline
Zhang Financial LLC96,868$2.24M0.12%+59,26013F-HRTimeline
Sightline Wealth Advisors, LLC96,009$2.22M1.17%-12,15013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …95,402$2.21M0.16%-8,61413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS95,444$2.21M0.01%-33,28913F-HRTimeline
Strategic Blueprint, LLC93,380$2.16M0.12%+11,02213F-HRTimeline
RKL Wealth Management LLC93,052$2.16M0.2%-16,84513F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV108,637$2.15M2.19%+1,50213F-HRTimeline
Gen-Wealth Partners Inc89,414$2.07M0.86%+7,48513F-HRTimeline
RDA Financial Network89,399$2.07M0.62%-7,95513F-HRTimeline
AlphaCore Capital LLC89,355$2.07M0.18%+5,22713F-HRTimeline
Avidian Wealth Enterprises, LLC89,127$2.06M0.09%-5,15613F-HRTimeline
Oldfather Financial Services, LLC88,766$2.06M0.78%+4,72813F-HRTimeline
Elios Financial Group Inc.88,177$2.04M1.01%-65013F-HRTimeline
BALLAST ADVISORS LLC88,021$2.04M0.65%+1,70413F-HRTimeline
ACT WEALTH MANAGEMENT, LLC87,746$2.03M0.92%+4,31313F-HRTimeline
Transform Wealth, LLC87,209$2.02M0.12%-5,14913F-HRTimeline
Orion Porfolio Solutions, LLC86,570$2M0.02%-7,46313F-HRTimeline
Orion Portfolio Solutions, LLC86,570$2M0.02%-7,46313F-HR/ATimeline
SUTTON PLACE INVESTORS LLC85,850$1.99M1.34%-2,21513F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO84,147$1.95M0.39%+9,25113F-HRTimeline
BUSH INVESTMENT GROUP, LLC83,818$1.94M1.46%+2,48713F-HRTimeline
Red Tortoise LLC83,793$1.94M1.01%+13,16213F-HRTimeline
CALTON & ASSOCIATES, INC.82,391$1.91M0.44%new13F-HR/ATimeline
Range Financial Group LLC81,755$1.89M0.84%+7,48213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC81,376$1.88M<0.01%-255,32513F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD79,129$1.83M1.1%+7,25213F-HRTimeline
LVW Advisors, LLC79,065$1.83M0.22%+5,75813F-HRTimeline
LexAurum Advisors, LLC78,638$1.82M0.35%+18,95513F-HRTimeline
BCWM, LLC78,301$1.81M0.63%+2,60413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.77,792$1.8M0.13%-3,05013F-HRTimelineGroup
SeaCrest Wealth Management, LLC77,386$1.79M0.2%+3,33613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC76,321$1.77M0.22%-6,90213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers75,318$1.74M<0.01%+3,18813F-HRTimelineGroup
ProVise Management Group, LLC75,109$1.74M0.15%-1,69813F-HRTimeline
WBH ADVISORY INC74,603$1.73M0.16%+1,28813F-HRTimeline
Brookwood Investment Group LLC74,045$1.71M0.29%13F-HRTimeline
Eley Financial Management, Inc73,882$1.71M0.69%+35713F-HRTimeline
Cherry Tree Wealth Management, LLC73,706$1.71M0.41%-1,62813F-HRTimeline
Blossom Wealth Management72,932$1.69M3.4%+7,23313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC70,201$1.63M0.2%+31,32113F-HRTimeline
Clear Creek Financial Management, LLC69,284$1.6M0.17%+3,77513F-HRTimeline
HHM Wealth Advisors, LLC66,936$1.55M0.21%-6,77913F-HRTimeline
Empirical Asset Management, LLC66,719$1.55M0.53%+6,99213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…66,274$1.53M0.24%+4,26213F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC66,088$1.53M1.09%+2,93313F-HRTimeline
Farnam Financial LLC66,056$1.53M1.55%+23513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding65,133$1.51M-62,179Timeline
Avion Wealth66,329$1.5M0.39%013F-HRTimeline
Smart Portfolios, LLC64,280$1.49M1.62%013F-HRTimeline
Mendel Capital Management LLC63,922$1.48M0.9%+713F-HRTimeline
Csenge Advisory Group64,033$1.47M0.08%-1,16213F-HRTimeline
Sage Financial Management Group, Inc.61,886$1.43M0.52%-21413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC61,161$1.42M0.1%+1,29313F-HRTimeline
Investor's Fiduciary Advisor Network, L…60,921$1.41M0.67%+2,27413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC60,843$1.41M0.44%-1,26813F-HRTimeline
Seneca Financial Advisors LLC59,750$1.38M0.67%+4,37213F-HRTimeline
OMC Financial Services LTD59,500$1.38M0.62%-20013F-HRTimeline
MAI Capital Management58,601$1.36M0.01%-27113F-HRTimeline
Stockman Wealth Management, Inc.58,025$1.34M0.2%+2,16713F-HRTimeline
Shared Vision Wealth Group LLC57,740$1.34M0.73%+91213F-HRTimeline
Coordinated Financial Services, Inc./CO56,991$1.32M1.01%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.56,805$1.32M0.16%-1,24913F-HRTimeline
Private Advisor Group, LLC56,580$1.31M0.01%-9,43213F-HRTimeline
Modera Wealth Management, LLC56,007$1.3M0.02%+46913F-HRTimeline
CENTRAL TRUST Co55,572$1.29M0.03%+12,05013F-HRTimeline
Heritage Wealth Partners, LLC55,294$1.28M1.95%new13F-HRTimeline
GWN SECURITIES INC.55,006$1.27M0.07%new13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC54,496$1.26M0.34%+8,40013F-HRTimeline
W ADVISORS, LLC54,336$1.26M0.79%+28513F-HRTimeline
OLD MISSION CAPITAL LLC54,236$1.26M0.02%-188,79613F-HRTimeline
TOWNSQUARE CAPITAL LLC54,171$1.25M0.01%+9,70613F-HRTimeline
Lane & Associates LLC54,021$1.25M0.67%new13F-HRTimeline
HILL ISLAND FINANCIAL LLC53,685$1.24M0.36%-11,09913F-HRTimeline
Arete Wealth Advisors, LLC53,273$1.23M0.09%+3,28813F-HRTimeline
Beacon Financial Advisory LLC53,238$1.23M0.37%+6,34413F-HRTimeline
Twele Capital Management, Inc.51,854$1.2M0.25%+29913F-HRTimeline
Orcam Financial Group51,429$1.19M1.12%+12413F-HRTimeline
IFG Advisory, LLC50,638$1.17M0.06%+12,34013F-HRTimeline
Advisory Services Network, LLC50,492$1.17M0.02%+4,43913F-HRTimeline
Heritage Family Offices, LLP49,012$1.14M0.58%+10,02313F-HRTimeline
True North Advisors, LLC48,701$1.13M0.2%new13F-HRTimeline
Faithward Advisors, LLC48,643$1.13M0.2%-5,65913F-HRTimeline
Park Edge Advisors, LLC47,491$1.1M0.31%+3,52713F-HRTimeline
Carnegie Investment Counsel47,414$1.09M0.03%+4,77813F-HRTimeline
Signal Advisors Wealth, LLC46,797$1.08M0.11%-7,03313F-HRTimeline
Wealthspire Retirement, LLC45,560$1.06M0.08%-10,36513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC44,559$1.03M0.59%-9,27113F-HRTimeline
Farther Finance Advisors, LLC44,067$1.02M0.03%-2,16213F-HRTimeline
K2 Financial Inc.44,361$1.01M0.99%+2,79113F-HRTimeline
Koshinski Asset Management, Inc.43,159$1000K0.08%-36313F-HRTimeline
Mission Creek Capital Partners, Inc.43,085$998K0.24%-52313F-HRTimeline
Hobbs Wealth Management, LLC42,816$992K1.1%-1,23113F-HR/ATimeline
Haven Private, LLC42,655$988K0.56%-2,78713F-HRTimeline
Great Waters Wealth Management42,396$982K0.14%-2,02413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC42,204$977K0.13%-11,29213F-HRTimeline
Burt Wealth Advisors42,058$974K0.24%-52013F-HRTimeline
Crabel Capital Management, LLC42,032$973K1.05%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co42,014$973K0.03%-713F-HRTimeline
SageView Advisory Group, LLC41,995$973K0.04%+1,08813F-HRTimeline
Pinnacle Family Advisors, LLC41,898$970K0.53%+2,13313F-HRTimeline
Shearwater Capital LLC41,789$968K0.68%013F-HR/ATimeline
NOVUS ADVISORS, LLC41,590$963K0.97%+2,24513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…41,464$960K0.34%-44,55713F-HRTimeline
Geneos Wealth Management Inc.40,359$935K0.01%+18,02413F-HRTimeline
WealthTrak Capital Management LLC40,165$930K0.8%+1,20213F-HRTimeline
BCS Wealth Management39,585$917K0.24%-79513F-HRTimeline
Legacy Wealth Management, LLC39,347$911K0.06%+15,45513F-HRTimeline
Empower Advisory Group, LLC39,228$909K<0.01%013F-HRTimeline
Corrigan Financial, Inc.39,202$908K0.19%-27,66613F-HRTimeline
MSH Capital Advisors LLC38,984$903K0.28%+15,81813F-HRTimeline
RCS Financial Planning, LLC38,852$900K0.47%+10,62113F-HRTimeline
Ausdal Financial Partners, Inc.38,671$896K0.07%+1,35513F-HRTimeline
Latitude Advisors, LLC38,579$893K0.52%+2,68413F-HRTimeline
VERITY Wealth Advisors38,321$888K0.66%-7,55313F-HRTimeline
Catalina Capital Group, LLC38,113$883K0.59%+1,25913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC38,097$882K0.15%-4913F-HRTimeline
FIDELIS iM, LLC37,360$865K0.4%013F-HRTimeline
Signet Investment Advisory Group, Inc.37,343$865K0.44%+1,46613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36,287$840K0.02%+8,53513F-HRTimeline
Aletheian Wealth Advisors LLC36,184$838K0.47%+113F-HRTimeline
U.S. Capital Wealth Advisors, LLC35,733$828K0.03%-9,89813F-HRTimeline
HRT FINANCIAL LP35,682$826K0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC35,488$822K0.27%+1,19713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,704$804K<0.01%-41,64213F-HRTimelineGroup
OMNI 360 Wealth, Inc.34,381$796K0.53%+1,73813F-HR/ATimeline
Roundview Capital LLC34,306$795K0.06%+44313F-HRTimeline
GatePass Capital, LLC34,016$788K0.59%+75013F-HRTimeline
Sowell Financial Services LLC33,876$785K0.04%+7613F-HRTimeline
Western Financial Corp/CA33,822$783K0.46%-3,22613F-HRTimeline
Resurgent Financial Advisors LLC33,500$776K0.47%+1,41313F-HRTimeline
Vermillion Wealth Management, Inc.33,165$768K0.23%-3,84613F-HRTimeline
BEACON FINANCIAL GROUP32,948$763K0.08%-4,68313F-HRTimeline
Merkkuri Wealth Advisors LLC32,747$758K0.65%+1,88313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,532$753K<0.01%-4,65213F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC32,482$752K0.29%-2,86013F-HRTimeline
JFS WEALTH ADVISORS, LLC32,272$747K0.05%+96213F-HRTimeline
Ethos Financial Group, LLC32,833$746K0.07%+1,32413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.31,850$738K0.04%-28,32513F-HRTimelineGroup
Semmax Financial Advisors Inc.32,010$733K0.2%+2,00113F-HRTimeline
World Investment Advisors31,525$730K0.02%-31,18513F-HRTimeline
Endowment Wealth Management, Inc.31,460$729K0.47%-2,16813F-HRTimeline
B. Riley Wealth Advisors, Inc.31,413$728K0.02%+4,52413F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.31,243$724K0.5%+5,00013F-HRTimeline
Garde Capital, Inc.31,099$720K0.04%new13F-HRTimeline
Leading Edge Financial Planning LLC31,029$719K0.22%+1913F-HRTimeline
Marcum Wealth, LLC30,761$712K0.06%new13F-HRTimeline
Bigelow Investment Advisors, LLC30,680$711K0.34%-2,72813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC30,448$705K0.14%-3,60413F-HRTimeline
Ridgeline Wealth, LLC30,422$705K0.6%-5,20013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,363$703K0.02%-118,35113F-HRTimelineGroup
CWC Advisors, LLC.30,227$700K0.4%-12813F-HRTimeline
Sonoma Private Wealth LLC29,956$694K0.96%-23013F-HRTimeline
Meridian Wealth Partners, LLC29,737$689K0.11%+11513F-HRTimeline
Visionary Wealth Advisors29,476$683K0.04%+1,66113F-HRTimeline
Chicago Partners Investment Group LLC29,150$671K0.02%+39613F-HRTimeline
Powers Advisory Group, LLC28,910$670K0.32%+12,48913F-HRTimeline
Alpha Omega Wealth Management LLC28,731$665K0.13%+5313F-HRTimeline
Brand Asset Management Group, Inc.28,104$651K0.27%-2,02813F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…27,874$646K0.47%+3313F-HRTimeline
Sovran Advisors, LLC27,335$627K0.08%-1,30913F-HRTimeline
Kelman-Lazarov, Inc.26,776$620K0.11%+1,65313F-HRTimeline
Dentgroup LLC26,587$616K0.46%+2,47513F-HRTimeline
EP Wealth Advisors, LLC26,479$613K<0.01%-4,81213F-HRTimeline
Schneider Downs Wealth Management Advis…26,091$604K0.11%013F-HRTimeline
GK Wealth Management LLC25,979$602K0.75%+3,94913F-HR/ATimeline
Advisory Alpha, LLC25,703$595K0.02%+4,60613F-HR/ATimeline
Liberty Capital Management, Inc.25,702$595K0.13%+1,16813F-HRTimeline
Embree Financial Group25,416$589K0.1%-2,69813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.24,996$579K0.1%013F-HRTimeline
Davis Wealth Advisors, LLC24,667$571K0.65%-17,07313F-HRTimeline
Laraway Financial Advisors Inc24,590$570K0.45%-64913F-HRTimeline
IHT Wealth Management, LLC24,253$562K0.02%-2,73713F-HRTimeline
Pure Financial Advisors, LLC23,876$553K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC23,853$552K<0.01%-2,07013F-HRTimeline
Hutchens & Kramer Investment Management…23,696$549K0.3%-18813F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.23,412$542K0.54%-47013F-HRTimeline
Investment Planning Advisors, Inc.23,211$538K0.22%+2,61113F-HRTimeline
Seek First Inc.22,783$528K0.47%13F-HRTimeline
Bison Wealth, LLC22,498$521K0.05%-9,32813F-HRTimeline
Legacy Financial Strategies, LLC22,347$518K0.11%-2,92813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.22,226$515K0.04%+15613F-HRTimeline
One Capital Management, LLC22,200$514K0.02%013F-HRTimeline
Rothschild Wealth LLC21,956$509K0.14%+8,81613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21,938$508K0.01%-12,31413F-HRTimeline
Aveo Capital Partners, LLC21,761$501K0.08%+6,94913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,526$499K<0.01%+53213F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC21,470$497K0.1%-74,96313F-HRTimeline
FINANCIAL CONSULATE, INC21,462$497K0.13%+1,80813F-HRTimeline
WEALTHGARDEN F.S. LLC21,317$494K0.47%-1,60713F-HRTimeline
New Harbor Financial Group, LLC20,900$484K0.13%013F-HRTimeline
Geometric Wealth Advisors20,745$480K0.08%+23413F-HRTimeline
Plan A Wealth LLC20,713$480K0.37%+2,57613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,607$477K-11,270Timeline
SAWGRASS ASSET MANAGEMENT LLC20,602$477K0.06%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC20,527$475K0.01%+1,17713F-HRTimeline