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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

666 managers (671 13F filers) reported a position in SCHZ shares at 2025-12-31, 177,560,075 shares in all. 54 filers opened a position and 49 filers sold out during the quarter.

Managers
666
13F filers
671
New
54
Added
289
Reduced
215
Sold out
49
Shares held by filers
177,560,075

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Financial Designs Corp115,109$2.69M1.52%+6,83213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD114,837$2.68M1.27%+15,39713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC114,588$2.68M0.44%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC112,883$2.64M0.01%-4,90513F-HRTimeline
BCS Wealth Management112,662$2.63M0.27%+51,03113F-HRTimeline
Tactive Advisors, LLC112,474$2.63M0.77%+20,03213F-HRTimeline
Simplicity Wealth,LLC111,934$2.62M0.16%+6,89613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …111,685$2.61M0.24%+1,37813F-HRTimelineGroup
LVW Advisors, LLC109,019$2.55M0.26%+20,37513F-HRTimeline
Core Wealth Partners LLC108,577$2.54M1.14%+11,92713F-HRTimeline
ETF Store, Inc.108,340$2.53M2.58%+2,60113F-HRTimeline
Omega Financial Group, LLC107,646$2.52M0.84%+96713F-HRTimeline
Apeiron RIA LLC107,816$2.51M0.51%-193,87213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC105,865$2.47M0.06%+1,01313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV102,160$2.46M2.04%-28313F-HRTimeline
Maia Wealth LLC104,227$2.45M0.42%-7,26213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp104,024$2.43M<0.01%+16,63913F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC103,630$2.42M0.51%new13F-HRTimeline
JMG Financial Group, Ltd.103,504$2.42M0.07%+3,48313F-HRTimeline
M1 Capital Management LLC102,858$2.4M1%+45913F-HRTimeline
Northern Lights Advisors, Inc.101,329$2.37M1.62%13F-HRTimeline
Strategic Blueprint, LLC101,242$2.37M0.14%+10,33213F-HRTimeline
Gen-Wealth Partners Inc100,623$2.35M0.75%+21,57613F-HRTimeline
Hopwood Nicholas Hunter99,533$2.33M0.76%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding98,768$2.31M-1,197Timeline
Livet Wealth, LLC98,155$2.29M1.41%13F-HRTimeline
Oldfather Financial Services, LLC97,111$2.27M0.68%-10413F-HRTimeline
BALLAST ADVISORS LLC97,032$2.27M0.63%+1,91413F-HRTimeline
Bangor Savings Bank96,397$2.25M0.18%-4,95013F-HRTimeline
Carnegie Investment Counsel95,672$2.24M0.04%+42,42213F-HRTimeline
Orion Porfolio Solutions, LLC95,623$2.23M0.02%+6,25313F-HRTimeline
Serenity Investment Advisors95,180$2.23M1.3%13F-HRTimeline
Vantage Financial Partners, LLC91,892$2.15M0.44%+22113F-HRTimeline
RDA Financial Network90,653$2.12M0.51%+2,04313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding89,974$2.11M-26,970Timeline
VERUS CAPITAL PARTNERS, LLC89,964$2.1M0.14%+14913F-HR/ATimeline
Avidian Wealth Enterprises, LLC88,120$2.06M0.07%-21,19413F-HRTimeline
BUSH INVESTMENT GROUP, LLC86,809$2.03M1.14%-1,11613F-HRTimeline
Sightline Wealth Advisors, LLC86,689$2.03M0.86%+73713F-HRTimeline
BCWM, LLC86,677$2.03M0.61%+3,21313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers86,596$2.02M<0.01%+5,18713F-HRTimelineGroup
STERLING INVESTMENT MANAGEMENT, LLC86,013$2.01M1.14%+22,31413F-HRTimeline
Retirement Planning Group, LLC85,345$1.99M0.07%-6,44613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC85,116$1.99M0.74%-7,89413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC84,952$1.99M0.04%-18,56213F-HRTimelineGroup
Dorato Capital Management83,801$1.97M1.48%13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…84,021$1.96M0.25%+13,53913F-HRTimelineGroup
Wealthspire Advisors, LLC81,725$1.91M0.02%-9,02813F-HRTimeline
Midwest Capital Advisors, LLC80,517$1.88M0.9%+58,07313F-HRTimeline
Blossom Wealth Management80,334$1.88M3.1%-4,47613F-HRTimeline
K2 Financial Inc.78,358$1.83M1.42%+16,93513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC77,207$1.8M0.5%+6,12413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.76,097$1.8M0.12%013F-HRTimelineGroup
ProVise Management Group, LLC76,885$1.8M0.13%+1,00413F-HRTimeline
IFG Advisory, LLC75,517$1.76M0.08%+2,23813F-HRTimeline
WBH ADVISORY INC72,661$1.7M0.13%-19913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC70,925$1.66M0.54%-51713F-HRTimeline
Powers Advisory Group, LLC70,428$1.65M0.62%+7013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC70,156$1.64M0.16%+56713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,079$1.64M<0.01%+3,51813F-HRTimeline
Eley Financial Management, Inc69,788$1.63M0.59%+3,31513F-HRTimeline
Park Edge Advisors, LLC69,505$1.62M0.37%+4,12413F-HRTimeline
Csenge Advisory Group69,320$1.62M0.07%-3,13613F-HRTimeline
Cherry Tree Wealth Management, LLC68,842$1.61M0.34%-5,96413F-HRTimeline
SUTTON PLACE INVESTORS LLC68,078$1.59M0.87%-4,96113F-HRTimeline
Merkkuri Wealth Advisors LLC66,420$1.55M1.06%+17,99513F-HRTimeline
Gambit Capital Management, LLC65,859$1.54M1.1%13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC64,989$1.52M0.33%+5,73213F-HRTimeline
Investor's Fiduciary Advisor Network, L…64,202$1.5M0.32%+4,26913F-HRTimeline
Smart Portfolios, LLC64,000$1.5M1.49%013F-HRTimeline
Stockman Wealth Management, Inc.63,025$1.47M0.17%+2,00013F-HR/ATimeline
Chicago Partners Investment Group LLC61,444$1.44M0.04%+16,18213F-HRTimeline
HHM Wealth Advisors, LLC61,490$1.44M0.17%+4,68313F-HRTimeline
Farnam Financial LLC61,135$1.43M1.08%-1,44113F-HRTimeline
MSH Capital Advisors LLC60,750$1.42M0.3%+3213F-HRTimeline
Beacon Financial Advisory LLC60,073$1.4M0.33%+67313F-HRTimeline
Advisory Services Network, LLC59,745$1.4M0.02%-6,33913F-HRTimeline
Coordinated Financial Services, Inc.59,638$1.39M0.8%+3,48113F-HRTimeline
Rialto Wealth Management, LLC59,604$1.39M0.33%+11,23013F-HRTimeline
Seneca Financial Advisors LLC59,469$1.39M0.42%-13113F-HRTimeline
Sculati Wealth Management, LLC59,135$1.38M0.49%+23,38013F-HRTimeline
Avion Wealth59,124$1.38M0.29%-1,32213F-HRTimeline
Capital Management Associates, Inc58,870$1.38M0.3%-34913F-HRTimeline
HB Wealth Management, LLC57,526$1.34M0.01%-1,77713F-HRTimeline
Heritage Family Offices, LLP57,292$1.34M0.61%+9,27613F-HRTimeline
Sage Financial Management Group, Inc.56,957$1.33M0.41%-2,53913F-HRTimeline
Smartleaf Asset Management LLC56,604$1.33M0.05%+4,26913F-HRTimeline
Vermillion Wealth Management, Inc.56,503$1.32M0.54%+30,14113F-HRTimeline
Graves Light Lenhart Wealth, Inc.56,107$1.31M0.14%-17213F-HRTimeline
CENTRAL TRUST Co55,870$1.31M0.03%+29813F-HRTimeline
NWAM LLC55,692$1.31M0.07%-46,94013F-HRTimeline
Private Advisor Group, LLC55,636$1.3M0.01%-1,49013F-HRTimeline
WealthTrak Capital Management LLC55,599$1.3M0.93%-1,15913F-HRTimeline
OMC Financial Services LTD55,400$1.29M0.48%013F-HRTimeline
Twele Capital Management, Inc.54,925$1.28M0.23%+1,07713F-HRTimeline
Empirical Asset Management, LLC54,799$1.28M0.36%-4,30513F-HRTimeline
Shared Vision Wealth Group LLC54,312$1.27M0.52%-1,57213F-HRTimeline
SeaCrest Wealth Management, LLC53,949$1.26M0.13%+2,16913F-HRTimeline
Downshift Financial, LLC52,523$1.23M0.76%13F-HRTimeline
W ADVISORS, LLC52,514$1.23M0.62%-71213F-HRTimeline
GK Wealth Management LLC52,372$1.22M0.9%+3,64013F-HRTimeline
Brookwood Investment Group LLC50,745$1.19M0.14%+1,16613F-HRTimeline
Modera Wealth Management, LLC50,199$1.17M0.01%-1,94613F-HRTimeline
Latitude Advisors, LLC48,784$1.14M0.5%+10,91613F-HRTimeline
Ausdal Financial Partners, Inc.48,472$1.13M0.05%-2,32913F-HRTimeline
Hobbs Wealth Management, LLC46,932$1.1M1.07%+2,31313F-HRTimeline
Milestones Private Investment Advisors …46,931$1.1M0.75%-5,11313F-HRTimeline
Integrity Advisory Solutions, LLC46,382$1.08M0.16%+9,96913F-HRTimeline
Great Waters Wealth Management45,759$1.07M0.12%-4613F-HRTimeline
Belpointe Asset Management LLC45,119$1.05M0.04%+23313F-HRTimeline
Fortis Capital Advisors, LLC45,119$1.05M0.16%+23313F-HRTimeline
Crabel Capital Management, LLC45,108$1.05M0.8%+16,57713F-HRTimeline
Arete Wealth Advisors, LLC44,935$1.05M0.07%-9,99613F-HR/ATimeline
Pinnacle Family Advisors, LLC42,227$987K0.43%+2,12313F-HRTimeline
Shearwater Capital LLC41,789$977K0.56%013F-HRTimeline
Mission Creek Capital Partners, Inc.41,384$967K0.2%-1,05113F-HRTimeline
Signet Investment Advisory Group, Inc.41,134$961K0.45%+1,28013F-HRTimeline
Koshinski Asset Management, Inc.40,993$958K0.06%-36513F-HRTimeline
Parkway Wealth Management Group, LLC40,617$949K0.13%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39,993$935K0.02%+3,10913F-HRTimeline
Geometric Wealth Advisors39,754$929K0.12%+5,32913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,521$924K<0.01%+11,04413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39,259$917K0.03%-8,53113F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …39,228$917K<0.01%013F-HRTimelineGroup
Catalina Capital Group, LLC39,082$913K0.56%+23713F-HRTimeline
Claro Advisors Inc.38,913$909K0.12%+23,21013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC38,894$909K0.09%+513F-HRTimeline
RCS Financial Planning, LLC38,421$898K0.39%-1,77013F-HRTimeline
Orcam Financial Group37,957$887K0.67%-12,69413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding37,588$878K+11,896Timeline
FIDELIS iM, LLC37,360$873K0.34%new13F-HRTimeline
True North Advisors, LLC37,336$873K0.11%new13F-HRTimeline
NOVUS ADVISORS, LLC37,101$867K1.94%-28613F-HRTimeline
OMNI 360 Wealth, Inc.36,910$867K0.44%+2,25513F-HRTimeline
HILL ISLAND FINANCIAL LLC36,847$861K0.21%-4,69713F-HRTimeline
Investment Research Partners LLC36,600$855K0.37%+1,95713F-HRTimeline
VERITY Wealth Advisors35,914$839K0.52%+2413F-HRTimeline
Signal Advisors Wealth, LLC35,847$838K0.07%-14,67413F-HRTimeline
Clear Creek Financial Management, LLC35,711$835K0.07%+2,48513F-HRTimeline
Prime Capital Investment Advisors, LLC35,636$833K0.01%-82313F-HRTimeline
Davis Wealth Advisors, LLC35,605$832K0.69%+7,60513F-HRTimeline
Roundview Capital LLC35,366$827K0.05%+98813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,724$815K<0.01%-17213F-HRTimelineGroup
Wealthspire Retirement, LLC34,466$805K0.05%+1,29413F-HRTimeline
U.S. Capital Wealth Advisors, LLC34,442$805K0.02%-2,35713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC33,695$787K0.26%+2,73913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC33,457$782K0.36%-4,26513F-HRTimeline
M Holdings Securities, Inc.33,162$775K0.06%+6,99213F-HRTimeline
Plan A Wealth LLC33,113$774K0.38%+63713F-HRTimeline
RHL GROUP, LLC33,017$772K0.62%13F-HRTimeline
Sharkey, Howes & Javer32,839$767K0.1%+12,15413F-HRTimeline
JFS WEALTH ADVISORS, LLC32,788$766K0.04%-1,09713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,739$765K0.02%-31,26713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,397$757K<0.01%+27413F-HRTimelineGroup
WJ Financial Advisors LLC32,155$751K0.67%-1,97213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,925$746K0.04%-413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC31,877$745K0.06%-13,80013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC31,504$736K0.12%+67213F-HRTimeline
MGO ONE SEVEN LLC31,503$736K0.02%+4,65013F-HRTimeline
CWC Advisors, LLC.31,278$731K0.35%-12413F-HRTimeline
Resurgent Financial Advisors LLC31,164$728K0.37%-89613F-HRTimeline
Gradient Capital Advisors, LLC30,184$705K0.18%-95013F-HRTimeline
Sonoma Private Wealth LLC30,179$705K0.85%013F-HRTimeline
Legacy Wealth Management, LLC30,075$703K0.04%-1,50313F-HRTimeline
Sowell Financial Services LLC28,620$669K0.02%-18713F-HRTimeline
Ignite Planners, LLC28,460$667K0.1%-1213F-HRTimeline
Leading Edge Financial Planning LLC28,501$666K0.15%-25313F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.28,495$666K0.37%13F-HRTimeline
Garde Capital, Inc.28,433$664K0.04%-1,42313F-HRTimeline
Advisory Alpha, LLC27,804$650K0.02%-3,65213F-HRTimeline
Net Worth Advisory Group27,631$646K0.13%new13F-HRTimeline
Appalachian Capital Management Ltd26,594$622K0.5%13F-HRTimeline
Alpha Omega Wealth Management LLC26,480$619K0.1%-1,24213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…25,810$603K0.18%-11,79313F-HRTimeline
Western Financial Corp/CA25,698$601K0.24%-1,41313F-HRTimeline
RKL Wealth Management LLC25,696$601K0.05%-4,08313F-HRTimeline
Laraway Financial Advisors Inc25,334$592K0.39%+94213F-HRTimeline
Schneider Downs Wealth Management Advis…25,182$589K0.07%013F-HRTimeline
FAS Wealth Partners, Inc.25,055$586K0.04%+2813F-HRTimeline
Texas Yale Capital Corp.24,518$573K0.02%013F-HRTimeline
Sovran Advisors, LLC24,372$572K0.05%-57013F-HRTimeline
Sequoia Financial Advisors, LLC24,417$571K<0.01%-12,16613F-HRTimeline
PFG Advisors24,056$562K0.03%+1,06513F-HRTimeline
Seek First Inc.24,044$562K0.39%+39713F-HRTimeline
WESBANCO BANK INC23,957$560K0.02%013F-HRTimeline
L2 Asset Management, LLC23,706$554K0.07%+20113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.23,412$547K0.46%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC23,402$547K0.07%+2,80013F-HRTimeline
VestGen Advisors, LLC23,309$545K0.02%+11,03613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,276$544K<0.01%new13F-HR/ATimelineGroup
Liberty Capital Management, Inc.23,130$541K0.1%-2013F-HRTimeline
Asempa Wealth Advisors23,086$540K0.46%13F-HRTimeline
Values Added Financial LLC23,062$539K0.23%+3,52113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,916$536K<0.01%new13F-HRTimelineGroup
Payne Capital LLC22,719$531K0.54%+22713F-HRTimeline
Carroll Advisory Group, LLC22,204$519K0.22%13F-HRTimeline
Entelevest, LLC22,081$516K0.53%13F-HRTimeline
Bigelow Investment Advisors, LLC21,716$508K0.2%-3,88613F-HRTimeline
RBA Wealth Management, LLC21,395$500K0.17%+2,35413F-HRTimeline
RED REEF ADVISORS LLC21,363$499K0.51%13F-HRTimeline