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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

625 managers (630 13F filers) reported a position in SCHZ shares at 2025-09-30, 166,587,461 shares in all. 46 filers opened a position and 59 filers sold out during the quarter.

Managers
625
13F filers
630
New
46
Added
275
Reduced
231
Sold out
59
Shares held by filers
166,587,461

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bangor Savings Bank101,347$2.38M0.2%+3,82713F-HRTimeline
JMG Financial Group, Ltd.100,021$2.35M0.07%-16,97413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding99,965$2.35M-12,743Timeline
C M BIDWELL & ASSOCIATES LTD99,440$2.33M1.12%+13,54613F-HRTimeline
Blue Barn Wealth, LLC98,633$2.31M1.02%-3,56513F-HRTimeline
Oldfather Financial Services, LLC97,215$2.28M0.71%+7013F-HRTimeline
Core Wealth Partners LLC96,650$2.27M1.04%+11,58513F-HRTimeline
BALLAST ADVISORS LLC95,118$2.23M0.61%+3,30813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC93,010$2.18M0.86%-6,33013F-HRTimeline
Tactive Advisors, LLC92,442$2.17M0.61%+61,23913F-HRTimeline
Retirement Planning Group, LLC91,791$2.15M0.07%-4,97413F-HRTimeline
Vantage Financial Partners, LLC91,671$2.15M0.45%-3,68913F-HRTimeline
Strategic Blueprint, LLC90,910$2.13M0.09%-1,78313F-HRTimeline
Wealthspire Advisors, LLC90,753$2.13M0.01%-8,42613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC89,815$2.11M0.16%+10,97913F-HR/ATimeline
Orion Porfolio Solutions, LLC89,370$2.1M0.02%+1,55213F-HRTimeline
Range Financial Group LLC88,829$2.08M0.75%+8,73213F-HRTimeline
LVW Advisors, LLC88,644$2.08M0.22%+7,02013F-HRTimeline
RDA Financial Network88,610$2.08M0.51%+3,95813F-HRTimeline
BUSH INVESTMENT GROUP, LLC87,925$2.06M1.22%+6,99413F-HRTimeline
INTEGRITY ALLIANCE, LLC.87,633$2.06M0.1%+13,30213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp87,385$2.05M<0.01%new13F-HRTimelineGroup
Sightline Wealth Advisors, LLC85,952$2.02M0.91%-5,85613F-HRTimeline
Blossom Wealth Management84,810$1.99M3.22%+4,11013F-HRTimeline
NorthCoast Asset Management LLC84,543$1.98M0.01%-3,41513F-HRTimeline
Atria Investments, Inc83,571$1.96M0.02%-24,43313F-HRTimeline
BCWM, LLC83,464$1.96M0.59%+10,36213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers81,409$1.91M<0.01%+3,52913F-HRTimelineGroup
Gen-Wealth Partners Inc79,047$1.86M0.63%+4,32513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC78,918$1.85M0.21%+42,95313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.76,097$1.81M0.12%-13113F-HRTimelineGroup
ProVise Management Group, LLC75,881$1.78M0.13%+62113F-HRTimeline
Cherry Tree Wealth Management, LLC74,806$1.76M0.39%+1,52113F-HRTimeline
IFG Advisory, LLC73,279$1.72M0.08%+9,11813F-HRTimeline
SUTTON PLACE INVESTORS LLC73,039$1.71M0.98%-59913F-HRTimeline
WBH ADVISORY INC72,860$1.71M0.13%+5,29413F-HRTimeline
Csenge Advisory Group72,456$1.7M0.08%+5,78713F-HRTimeline
ACT WEALTH MANAGEMENT, LLC71,442$1.68M0.59%-18,24013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC71,083$1.67M0.46%+7,60913F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…70,482$1.65M0.22%+6,52913F-HRTimelineGroup
Powers Advisory Group, LLC70,358$1.65M0.66%+38,02613F-HRTimeline
Mendel Capital Management LLC70,232$1.65M0.86%+5,19413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC69,589$1.63M0.17%+10213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS66,561$1.56M<0.01%-10,62513F-HRTimeline
Eley Financial Management, Inc66,473$1.56M0.56%-5,63613F-HRTimeline
Advisory Services Network, LLC66,084$1.55M0.02%+2,36913F-HRTimeline
Park Edge Advisors, LLC65,381$1.53M0.35%+12,31413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP64,006$1.5M0.03%new13F-HRTimeline
Smart Portfolios, LLC64,000$1.5M1.45%-28013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC63,699$1.5M0.9%-2,93113F-HRTimeline
Farnam Financial LLC62,576$1.47M1.14%+32413F-HRTimeline
BCS Wealth Management61,631$1.45M0.33%+8,40313F-HRTimeline
K2 Financial Inc.61,423$1.45M1.16%+9,90113F-HRTimeline
Stockman Wealth Management, Inc.61,025$1.43M0.18%+53013F-HRTimeline
MSH Capital Advisors LLC60,718$1.43M0.38%+6,40613F-HRTimeline
Avion Wealth60,446$1.42M0.3%-3,49013F-HRTimeline
Investor's Fiduciary Advisor Network, L…59,933$1.41M0.48%+2,39013F-HRTimeline
Seneca Financial Advisors LLC59,600$1.4M0.46%+13113F-HRTimeline
Sage Financial Management Group, Inc.59,496$1.4M0.45%+2,21313F-HRTimeline
Beacon Financial Advisory LLC59,400$1.39M0.32%+1,47513F-HRTimeline
HB Wealth Management, LLC59,303$1.39M0.01%-4,73213F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC59,257$1.39M0.31%+4,20413F-HRTimeline
Capital Management Associates, Inc59,219$1.39M0.38%+2,73813F-HRTimeline
Empirical Asset Management, LLC59,104$1.39M0.39%+1,27513F-HRTimeline
LexAurum Advisors, LLC58,727$1.38M0.2%-29,75513F-HRTimeline
Private Advisor Group, LLC57,126$1.34M0.01%+5,61213F-HRTimeline
HHM Wealth Advisors, LLC56,807$1.33M0.15%-1,18113F-HRTimeline
WealthTrak Capital Management LLC56,758$1.33M1.1%+9,86513F-HRTimeline
Shared Vision Wealth Group LLC55,884$1.32M0.56%-2,15613F-HRTimeline
Graves Light Lenhart Wealth, Inc.56,279$1.32M0.15%-55613F-HRTimeline
Coordinated Financial Services, Inc.56,157$1.32M0.85%-1,92713F-HRTimeline
CENTRAL TRUST Co55,572$1.3M0.03%013F-HRTimeline
OMC Financial Services LTD55,400$1.3M0.48%-1,35013F-HRTimeline
Arete Wealth Advisors, LLC54,931$1.29M0.08%-2513F-HRTimeline
Twele Capital Management, Inc.53,848$1.26M0.23%+2,70613F-HRTimeline
Carnegie Investment Counsel53,250$1.25M0.02%+2,71113F-HRTimeline
W ADVISORS, LLC53,226$1.25M0.66%-24913F-HRTimeline
Smartleaf Asset Management LLC52,335$1.23M0.08%+3,27313F-HRTimeline
Modera Wealth Management, LLC52,145$1.22M0.01%-41013F-HRTimeline
Milestones Private Investment Advisors …52,044$1.22M0.83%+2,10913F-HRTimeline
SeaCrest Wealth Management, LLC51,780$1.21M0.13%-14,57513F-HRTimeline
Ausdal Financial Partners, Inc.50,801$1.19M0.06%+6,32413F-HRTimeline
Orcam Financial Group50,651$1.19M0.96%+18213F-HRTimeline
Signal Advisors Wealth, LLC50,521$1.19M0.11%-36,71713F-HRTimeline
Brookwood Investment Group LLC49,579$1.16M0.15%+6,24213F-HRTimeline
GK Wealth Management LLC48,732$1.14M0.85%+1,73713F-HRTimeline
Merkkuri Wealth Advisors LLC48,425$1.14M0.82%+3,06213F-HRTimeline
Rialto Wealth Management, LLC48,374$1.14M0.29%-119,05713F-HRTimeline
Heritage Family Offices, LLP48,016$1.13M0.52%-99613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,790$1.12M0.04%+35,52813F-HRTimelineGroup
Aventus Investment Advisors, Inc.47,658$1.12M0.95%-3,50913F-HRTimeline
Great Waters Wealth Management45,805$1.08M0.13%-1,43813F-HRTimeline
Chicago Partners Investment Group LLC45,262$1.07M0.03%+11,66013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC45,677$1.07M0.08%-32413F-HRTimeline
Belpointe Asset Management LLC44,886$1.05M0.04%new13F-HRTimeline
Fortis Capital Advisors, LLC44,886$1.05M0.17%new13F-HRTimeline
Hobbs Wealth Management, LLC44,619$1.05M0.88%+2,01213F-HRTimeline
Mission Creek Capital Partners, Inc.42,435$996K0.2%-51013F-HRTimeline
Burt Wealth Advisors41,828$982K0.24%+9813F-HRTimeline
Shearwater Capital LLC41,789$981K0.58%013F-HRTimeline
HILL ISLAND FINANCIAL LLC41,544$975K0.24%-4,69013F-HRTimeline
Koshinski Asset Management, Inc.41,358$971K0.07%-1,47313F-HRTimeline
RCS Financial Planning, LLC40,191$943K0.42%-63513F-HRTimeline
Pinnacle Family Advisors, LLC40,104$941K0.41%+1,33013F-HRTimeline
Signet Investment Advisory Group, Inc.39,854$935K0.45%-10413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …39,228$921K<0.01%013F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC38,889$913K0.1%-31,31513F-HRTimeline
Catalina Capital Group, LLC38,845$912K0.56%+1,83413F-HRTimeline
Latitude Advisors, LLC37,868$889K0.41%+2,86813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC37,722$885K0.45%+45513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…37,603$883K0.26%-4,62413F-HRTimeline
NOVUS ADVISORS, LLC37,387$877K2.01%-2,59913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC36,884$866K0.02%+34013F-HRTimeline
HRT FINANCIAL LP36,868$865K<0.01%-13,39613F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,799$864K0.02%+1,21313F-HRTimeline
Sequoia Financial Advisors, LLC36,583$859K0.01%+15,76813F-HRTimeline
Prime Capital Investment Advisors, LLC36,459$856K0.01%-24713F-HRTimeline
GatePass Capital, LLC36,450$855K0.49%+2,18713F-HRTimeline
Mach-1 Financial Group, LLC36,413$855K0.14%new13F-HRTimeline
Integrity Advisory Solutions, LLC36,413$855K0.14%13F-HRTimeline
Aletheian Wealth Advisors LLC36,179$849K0.39%-113F-HRTimeline
VERITY Wealth Advisors35,890$842K0.53%-3,17713F-HRTimeline
Sculati Wealth Management, LLC35,755$839K0.3%+17,15213F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.35,630$836K0.57%+8713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,896$819K<0.01%+1,55413F-HRTimelineGroup
Investment Research Partners LLC34,643$817K0.37%13F-HRTimeline
OMNI 360 Wealth, Inc.34,655$813K0.46%+70813F-HRTimeline
Geometric Wealth Advisors34,425$808K0.11%+13,20913F-HRTimeline
Roundview Capital LLC34,378$807K0.05%+42513F-HRTimeline
WJ Financial Advisors LLC34,127$801K0.78%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co34,089$800K0.02%-1,22413F-HRTimeline
JFS WEALTH ADVISORS, LLC33,885$795K0.05%+1,34413F-HRTimeline
Clear Creek Financial Management, LLC33,226$780K0.07%-35213F-HRTimeline
Wealthspire Retirement, LLC33,172$779K0.05%-10,92313F-HR/ATimeline
Plan A Wealth LLC32,476$762K0.39%+3,18613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,123$754K<0.01%-96013F-HRTimelineGroup
Resurgent Financial Advisors LLC32,060$752K0.37%+1,39613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,929$749K0.05%+10,04313F-HRTimeline
Legacy Wealth Management, LLC31,578$741K0.04%+1,73213F-HRTimeline
Advisory Alpha, LLC31,456$739K0.02%+4,04313F-HRTimeline
CWC Advisors, LLC.31,402$737K0.36%013F-HRTimeline
Gradient Capital Advisors, LLC31,134$731K0.2%-2,58713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC30,956$727K0.24%-12013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC30,832$724K0.12%+34313F-HRTimeline
Endowment Wealth Management, Inc.30,573$718K0.33%+40713F-HRTimeline
Sonoma Private Wealth LLC30,179$708K0.85%+22313F-HRTimeline
Garde Capital, Inc.29,856$701K0.04%-13113F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC29,789$699K0.12%-8613F-HRTimeline
RKL Wealth Management LLC29,779$699K0.06%-25813F-HRTimeline
Sowell Financial Services LLC28,807$676K0.03%+13013F-HRTimeline
Leading Edge Financial Planning LLC28,754$675K0.17%-24213F-HRTimeline
Crabel Capital Management, LLC28,531$670K0.6%-26,30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,477$668K<0.01%+6,88613F-HRTimelineGroup
Ignite Planners, LLC28,472$668K0.11%013F-HRTimeline
Davis Wealth Advisors, LLC28,000$657K0.59%-3,66813F-HRTimeline
Faithward Advisors, LLC27,773$652K0.1%-19,12113F-HRTimeline
Alpha Omega Wealth Management LLC27,722$651K0.11%+20613F-HR/ATimeline
Ridgeline Wealth, LLC27,464$645K0.48%013F-HRTimeline
Western Financial Corp/CA27,111$636K0.28%-15913F-HRTimeline
MGO ONE SEVEN LLC26,853$630K0.01%+3,80413F-HRTimeline
Vermillion Wealth Management, Inc.26,362$619K0.17%-2,87213F-HRTimeline
M Holdings Securities, Inc.26,170$614K0.13%new13F-HRTimeline
IHT Wealth Management, LLC25,956$609K0.02%-66413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.25,692$603K0.03%-5,08013F-HRTimelineGroup
Bigelow Investment Advisors, LLC25,602$601K0.24%-1,13813F-HRTimeline
Schneider Downs Wealth Management Advis…25,182$591K0.07%-26113F-HRTimeline
FAS Wealth Partners, Inc.25,027$587K0.04%-10613F-HRTimeline
Sovran Advisors, LLC24,942$587K0.05%+1,46613F-HRTimeline
BEACON FINANCIAL GROUP24,667$579K0.06%-7,35213F-HRTimeline
Texas Yale Capital Corp.24,518$575K0.02%+15,25013F-HRTimeline
Laraway Financial Advisors Inc24,392$572K0.39%-19913F-HRTimeline
WESBANCO BANK INC23,957$562K0.02%013F-HRTimeline
Embree Financial Group23,818$559K0.07%-41113F-HRTimeline
Seek First Inc.23,647$555K0.4%+40613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…23,600$554K0.36%-4,31413F-HRTimeline
Dentgroup LLC23,527$552K0.36%-63013F-HRTimeline
L2 Asset Management, LLC23,505$552K0.08%-65613F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.23,412$549K0.49%013F-HRTimeline
Liberty Capital Management, Inc.23,150$543K0.1%-1,91613F-HRTimeline
PFG Advisors22,991$540K0.02%new13F-HRTimeline
Payne Capital LLC22,492$528K0.54%13F-HRTimeline
Midwest Capital Advisors, LLC22,444$527K0.25%-71,10213F-HRTimeline
Wedmont Private Capital21,825$512K0.02%+2,21513F-HRTimeline
Friday Financial21,251$499K0.21%new13F-HRTimeline
Haven Private, LLC21,214$498K0.22%-14,30413F-HRTimeline
Investment Planning Advisors, Inc.21,146$496K0.16%-1,23113F-HRTimeline
Pinion Investment Advisors, LLC20,964$496K0.14%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd21,025$493K0.01%new13F-HRTimelineGroup
New Harbor Financial Group, LLC20,900$491K0.1%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC20,880$490K0.01%+35313F-HRTimeline
Sharkey, Howes & Javer20,685$485K0.06%new13F-HRTimeline
WEALTHGARDEN F.S. LLC20,469$484K0.35%+74513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC20,602$484K0.06%013F-HRTimeline
Kelman-Lazarov, Inc.20,571$483K0.07%-1,52313F-HRTimeline
Parallel Advisors, LLC19,991$469K0.01%+97813F-HRTimeline
Hardin Capital Partners, LLC19,840$466K0.25%+72413F-HRTimeline
FDx Advisors, Inc.19,586$461K0.14%+2,22413F-HRTimeline
Values Added Financial LLC19,541$459K0.2%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC19,366$455K0.16%-11513F-HRTimeline
ONE Advisory Partners, LLC19,258$453K0.14%-96613F-HRTimeline