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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

643 managers (648 13F filers) reported a position in SCHZ shares at 2025-06-30, 163,740,487 shares in all. 41 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
648
New
41
Added
226
Reduced
294
Sold out
44
Shares held by filers
163,740,487

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NWAM LLC97,909$2.26M0.13%-2,38913F-HR/ATimeline
Zhang Financial LLC97,380$2.26M0.1%+51213F-HRTimeline
Oldfather Financial Services, LLC97,145$2.26M0.78%+8,37913F-HRTimeline
Retirement Planning Group, LLC96,765$2.25M0.1%-4,17413F-HRTimeline
Elios Financial Group Inc.96,021$2.23M1.01%+7,84413F-HRTimeline
Vantage Financial Partners, LLC95,360$2.22M0.51%-2,82513F-HRTimeline
Red Tortoise LLC95,230$2.21M1.08%+11,43713F-HRTimeline
Midwest Capital Advisors, LLC93,546$2.17M1.15%-80,09413F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO92,891$2.16M0.41%+8,74413F-HRTimeline
Strategic Blueprint, LLC92,693$2.15M0.11%-68713F-HRTimeline
BALLAST ADVISORS LLC91,810$2.13M0.63%+3,78913F-HRTimeline
Sightline Wealth Advisors, LLC91,808$2.13M1.03%-4,20113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC89,682$2.08M0.88%+1,93613F-HRTimeline
Avidian Wealth Enterprises, LLC89,656$2.08M0.08%+52913F-HRTimeline
LexAurum Advisors, LLC88,482$2.06M0.32%+9,84413F-HRTimeline
NorthCoast Asset Management LLC87,958$2.04M0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC87,818$2.04M0.02%+1,24813F-HR/ATimeline
Signal Advisors Wealth, LLC87,238$2.03M0.16%+40,44113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD85,894$2M1.04%+6,76513F-HRTimeline
Core Wealth Partners LLC85,065$1.98M1%new13F-HRTimeline
RDA Financial Network84,652$1.97M0.53%-4,74713F-HRTimeline
CALTON & ASSOCIATES, INC.82,515$1.92M0.33%+12413F-HRTimeline
LVW Advisors, LLC81,624$1.9M0.21%+2,55913F-HRTimeline
BUSH INVESTMENT GROUP, LLC80,931$1.88M1.26%-2,88713F-HRTimeline
Blossom Wealth Management80,700$1.88M3.32%+7,76813F-HRTimeline
Range Financial Group LLC80,097$1.86M0.73%-1,65813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC78,836$1.83M0.16%new13F-HR/ATimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers77,880$1.81M<0.01%+2,56213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS77,186$1.79M<0.01%-18,25813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.76,228$1.77M0.12%-1,56413F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC75,719$1.75M0.29%new13F-HRTimelineGroup
ProVise Management Group, LLC75,260$1.75M0.14%+15113F-HRTimeline
Gen-Wealth Partners Inc74,722$1.74M0.67%-14,69213F-HRTimeline
INTEGRITY ALLIANCE, LLC.74,331$1.73M0.09%-1,062,42213F-HRTimeline
SUTTON PLACE INVESTORS LLC73,638$1.71M1.03%-12,21213F-HRTimeline
Cherry Tree Wealth Management, LLC73,285$1.7M0.4%-42113F-HRTimeline
BCWM, LLC73,102$1.7M0.54%-5,19913F-HRTimeline
Eley Financial Management, Inc72,109$1.68M0.64%-1,77313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC70,204$1.63M0.18%+313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC69,487$1.61M0.19%-6,83413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC69,406$1.61M0.34%new13F-HRTimeline
WBH ADVISORY INC67,566$1.57M0.13%-7,03713F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC66,630$1.55M1.03%+54213F-HRTimeline
SeaCrest Wealth Management, LLC66,355$1.54M0.17%-11,03113F-HRTimeline
Csenge Advisory Group66,669$1.53M0.08%+2,63613F-HRTimeline
Mendel Capital Management LLC65,038$1.51M0.86%+1,11613F-HRTimeline
Smart Portfolios, LLC64,280$1.49M1.51%013F-HRTimeline
IFG Advisory, LLC64,161$1.49M0.07%+13,52313F-HRTimeline
HB Wealth Management, LLC64,035$1.49M0.01%-59,73113F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…63,953$1.49M0.21%-2,32113F-HRTimelineGroup
Avion Wealth63,936$1.49M0.34%-2,39313F-HR/ATimeline
ADAMSBROWN WEALTH CONSULTANTS LLC63,474$1.48M0.43%+2,63113F-HRTimeline
Advisory Services Network, LLC63,715$1.47M0.02%+13,22313F-HRTimeline
Farnam Financial LLC62,252$1.45M1.3%-3,80413F-HRTimeline
Stockman Wealth Management, Inc.60,495$1.41M0.19%+2,47013F-HRTimeline
MAI Capital Management59,973$1.39M0.01%+1,37213F-HRTimeline
Seneca Financial Advisors LLC59,469$1.38M0.53%-28113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,299$1.36M<0.01%+44,99713F-HR/ATimelineGroup
Coordinated Financial Services, Inc.58,084$1.35M0.93%13F-HRTimeline
HHM Wealth Advisors, LLC57,988$1.35M0.16%-8,94813F-HRTimeline
Beacon Financial Advisory LLC57,925$1.35M0.35%+4,68713F-HRTimeline
Empirical Asset Management, LLC57,829$1.34M0.42%-8,89013F-HRTimeline
Shared Vision Wealth Group LLC58,040$1.34M0.67%+30013F-HRTimeline
Investor's Fiduciary Advisor Network, L…57,543$1.34M0.5%-3,37813F-HRTimeline
Sage Financial Management Group, Inc.57,283$1.33M0.46%-4,60313F-HRTimeline
Graves Light Lenhart Wealth, Inc.56,835$1.32M0.16%+3013F-HRTimeline
OMC Financial Services LTD56,750$1.32M0.54%-2,75013F-HRTimeline
Capital Management Associates, Inc56,481$1.31M0.42%-55,33313F-HRTimeline
CENTRAL TRUST Co55,572$1.29M0.03%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC55,053$1.28M0.3%+55713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC55,017$1.28M0.5%new13F-HRTimeline
Arete Wealth Advisors, LLC54,956$1.28M0.09%+1,68313F-HRTimeline
Crabel Capital Management, LLC54,831$1.27M0.78%+12,79913F-HRTimeline
MSH Capital Advisors LLC54,312$1.26M0.36%+15,32813F-HRTimeline
W ADVISORS, LLC53,475$1.24M0.71%-86113F-HRTimeline
BCS Wealth Management53,228$1.24M0.27%+13,64313F-HRTimeline
Park Edge Advisors, LLC53,067$1.23M0.32%+5,57613F-HRTimeline
Modera Wealth Management, LLC52,555$1.22M0.02%-3,45213F-HRTimeline
Private Advisor Group, LLC51,514$1.2M0.01%-5,06613F-HRTimeline
Aventus Investment Advisors, Inc.51,167$1.19M1.07%13F-HRTimeline
Twele Capital Management, Inc.51,142$1.19M0.24%-71213F-HRTimeline
K2 Financial Inc.51,522$1.18M1.04%+7,16113F-HRTimeline
Carnegie Investment Counsel50,539$1.17M0.02%+3,12513F-HRTimeline
Orcam Financial Group50,469$1.17M1.02%-96013F-HRTimeline
HRT FINANCIAL LP50,264$1.17M0.01%+14,58213F-HRTimeline
Northwest Capital Management Inc50,235$1.17M0.63%-92,79113F-HRTimeline
Milestones Private Investment Advisors …49,935$1.16M0.86%13F-HRTimeline
Smartleaf Asset Management LLC49,062$1.14M0.1%+38,88413F-HRTimeline
Heritage Family Offices, LLP49,012$1.13M0.57%013F-HRTimeline
Great Waters Wealth Management47,243$1.1M0.14%+4,84713F-HRTimeline
GK Wealth Management LLC46,995$1.09M1.09%+21,01613F-HRTimeline
Faithward Advisors, LLC46,894$1.09M0.17%-1,74913F-HRTimeline
WealthTrak Capital Management LLC46,893$1.09M0.91%+6,72813F-HRTimeline
HILL ISLAND FINANCIAL LLC46,234$1.07M0.3%-7,45113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC46,001$1.07M0.08%-15,16013F-HRTimeline
Tradewinds, LLC.45,363$1.05M0.8%new13F-HRTimeline
Merkkuri Wealth Advisors LLC45,363$1.05M0.8%+12,61613F-HRTimeline
Ausdal Financial Partners, Inc.44,477$1.03M0.07%+5,80613F-HRTimeline
Wealthspire Retirement, LLC44,095$1.02M0.07%-1,46513F-HRTimeline
True North Advisors, LLC43,401$1.01M0.19%-5,30013F-HRTimeline
Brookwood Investment Group LLC43,337$1.01M0.16%-30,70813F-HRTimeline
Mission Creek Capital Partners, Inc.42,945$998K0.22%-14013F-HRTimeline
Koshinski Asset Management, Inc.42,831$995K0.08%-32813F-HRTimeline
SageView Advisory Group, LLC43,109$993K0.04%+1,11413F-HRTimeline
Hobbs Wealth Management, LLC42,607$990K0.94%-20913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…42,227$981K0.31%+76313F-HRTimeline
Shearwater Capital LLC41,789$971K0.61%013F-HRTimeline
Burt Wealth Advisors41,730$970K0.22%-32813F-HRTimeline
RCS Financial Planning, LLC40,826$949K0.47%+1,97413F-HRTimeline
NOVUS ADVISORS, LLC39,986$929K1.42%-1,60413F-HRTimeline
Signet Investment Advisory Group, Inc.39,958$929K0.48%+2,61513F-HRTimeline
Empower Advisory Group, LLC39,228$912K<0.01%013F-HRTimeline
VERITY Wealth Advisors39,067$908K0.61%+74613F-HRTimeline
Pinnacle Family Advisors, LLC38,774$901K0.44%-3,12413F-HRTimeline
FIDELIS iM, LLC37,360$868K0.39%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC37,267$866K0.44%-7,29213F-HRTimeline
Catalina Capital Group, LLC37,011$860K0.58%-1,10213F-HRTimeline
Prime Capital Investment Advisors, LLC36,706$853K0.01%-141,75313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36,544$849K0.02%+25713F-HRTimeline
Aletheian Wealth Advisors LLC36,180$841K0.41%-413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC35,965$836K0.1%-6,23913F-HRTimeline
U.S. Capital Wealth Advisors, LLC35,586$827K0.02%-14713F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.35,543$826K0.55%+4,30013F-HRTimeline
Haven Private, LLC35,518$825K0.37%-7,13713F-HRTimeline
Alesco Advisors, LLC, An ESL Co35,313$821K0.02%-6,70113F-HRTimeline
Latitude Advisors, LLC35,000$813K0.41%-3,57913F-HRTimeline
GatePass Capital, LLC34,263$796K0.53%+24713F-HRTimeline
Roundview Capital LLC33,953$789K0.05%-35313F-HRTimeline
OMNI 360 Wealth, Inc.33,947$789K0.49%-43413F-HR/ATimeline
Gradient Capital Advisors, LLC33,721$784K0.23%-1,76713F-HRTimeline
Clear Creek Financial Management, LLC33,578$780K0.07%-35,70613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,342$775K<0.01%-1,36213F-HRTimelineGroup
Chicago Partners Investment Group LLC33,602$774K0.02%+4,45213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\33,083$769K<0.01%+55113F-HRTimelineGroup
Semmax Financial Advisors Inc.32,761$759K0.2%+75113F-HRTimeline
JFS WEALTH ADVISORS, LLC32,541$756K0.05%+26913F-HRTimeline
Powers Advisory Group, LLC32,332$751K0.33%+3,42213F-HRTimeline
BEACON FINANCIAL GROUP32,019$744K0.08%-92913F-HRTimeline
Davis Wealth Advisors, LLC31,668$736K0.78%+7,00113F-HRTimeline
CWC Advisors, LLC.31,402$730K0.38%+1,17513F-HRTimeline
Tactive Advisors, LLC31,203$725K0.23%13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC31,076$722K0.26%-1,40613F-HRTimeline
Farther Finance Advisors, LLC30,955$719K0.01%-13,11213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.30,772$715K0.04%-1,07813F-HRTimelineGroup
Resurgent Financial Advisors LLC30,664$713K0.39%-2,83613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC30,489$709K0.13%+4113F-HRTimeline
Endowment Wealth Management, Inc.30,166$701K0.36%-1,29413F-HRTimeline
RKL Wealth Management LLC30,037$698K0.06%-63,01513F-HRTimeline
Garde Capital, Inc.29,987$697K0.04%-1,11213F-HRTimeline
Sonoma Private Wealth LLC29,956$696K0.85%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC29,875$694K0.12%-8,22213F-HRTimeline
Legacy Wealth Management, LLC29,846$694K0.04%-9,50113F-HRTimeline
Plan A Wealth LLC29,290$681K0.39%+8,57713F-HRTimeline
Vermillion Wealth Management, Inc.29,234$679K0.32%-3,93113F-HRTimeline
Meridian Wealth Partners, LLC29,132$677K0.1%-60513F-HRTimeline
Leading Edge Financial Planning LLC28,996$674K0.19%-2,03313F-HRTimeline
Sowell Financial Services LLC28,677$666K0.03%-5,19913F-HRTimeline
Ignite Planners, LLC28,472$654K0.11%new13F-HR/ATimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…27,914$649K0.43%+4013F-HRTimeline
Alpha Omega Wealth Management LLC27,516$639K0.11%-1,21513F-HRTimeline
Ridgeline Wealth, LLC27,464$638K0.52%-2,95813F-HRTimeline
Advisory Alpha, LLC27,413$637K0.02%+1,71013F-HRTimeline
Cardinal Point Capital Management ULC635,697$636K0.05%+626,09113F-HRTimeline
Western Financial Corp/CA27,270$634K0.34%-6,55213F-HRTimeline
Bigelow Investment Advisors, LLC26,740$621K0.27%-3,94013F-HRTimeline
IHT Wealth Management, LLC26,620$619K0.02%+2,36713F-HRTimeline
Ethos Financial Group, LLC25,678$597K0.05%-7,15513F-HRTimeline
Schneider Downs Wealth Management Advis…25,443$591K0.09%-64813F-HRTimeline
FAS Wealth Partners, Inc.25,133$584K0.04%+5,29013F-HRTimeline
Liberty Capital Management, Inc.25,066$583K0.12%-63613F-HRTimeline
Laraway Financial Advisors Inc24,591$571K0.43%+113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,263$564K+3,656Timeline
Embree Financial Group24,229$563K0.08%-1,18713F-HRTimeline
Simplicity Wealth,LLC24,216$563K0.02%+15,07513F-HRTimeline
L2 Asset Management, LLC24,161$561K0.09%new13F-HRTimeline
Dentgroup LLC24,157$561K0.39%-2,43013F-HRTimeline
WESBANCO BANK INC23,957$557K0.02%new13F-HRTimeline
Net Worth Advisory Group23,932$556K0.12%new13F-HRTimeline
Drucker Wealth 3.0, LLC23,788$549K0.11%+9,95613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.23,412$544K0.52%013F-HRTimeline
Seek First Inc.23,241$540K0.44%+45813F-HR/ATimeline
Sovran Advisors, LLC23,476$539K0.06%-3,85913F-HRTimeline
MGO ONE SEVEN LLC23,049$536K0.02%+9,37513F-HRTimeline
Legacy Financial Strategies, LLC22,576$525K0.1%+22913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.22,454$522K0.04%+22813F-HRTimeline
Investment Planning Advisors, Inc.22,377$520K0.18%-83413F-HRTimeline
One Capital Management, LLC22,200$516K0.02%013F-HRTimeline
Kelman-Lazarov, Inc.22,094$513K0.08%-4,68213F-HRTimeline
Brand Asset Management Group, Inc.21,979$511K0.19%-6,12513F-HRTimeline
EP Wealth Advisors, LLC21,971$511K<0.01%-4,50813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,886$509K0.04%+5,56813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21,760$506K0.01%-17813F-HRTimeline
Rothschild Wealth LLC21,670$504K0.12%-28613F-HRTimeline
GTS SECURITIES LLC21,622$502K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,591$502K<0.01%+6513F-HRTimelineGroup
FLC Capital Advisors21,277$494K0.1%-1,113,25713F-HRTimeline
Geometric Wealth Advisors21,216$493K0.07%+47113F-HRTimeline
Bison Wealth, LLC21,186$492K0.04%-1,31213F-HRTimeline
New Harbor Financial Group, LLC20,900$486K0.11%013F-HRTimeline
Sequoia Financial Advisors, LLC20,815$484K<0.01%-3,03813F-HRTimeline