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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

667 managers (673 13F filers) reported a position in SCHZ shares at 2026-03-31, 184,055,981 shares in all. 49 filers opened a position and 40 filers sold out during the quarter.

Managers
667
13F filers
673
New
49
Added
333
Reduced
210
Sold out
40
Shares held by filers
184,055,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LVW Advisors, LLC115,100$2.67M0.26%+6,08113F-HRTimeline
Financial Designs Corp114,969$2.67M1.49%-14013F-HRTimeline
Omega Financial Group, LLC114,135$2.65M0.87%+6,48913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC113,600$2.64M<0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …112,331$2.61M0.14%+64613F-HRTimelineGroup
M1 Capital Management LLC111,307$2.58M1.19%+8,44913F-HRTimeline
Apeiron RIA LLC110,286$2.56M0.59%+2,47013F-HRTimeline
Valmark Advisers, Inc.110,196$2.56M0.03%-11,57213F-HRTimeline
ETF Store, Inc.109,446$2.54M2.47%+1,10613F-HRTimeline
Serenity Investment Advisors109,230$2.51M1.18%+14,05013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV101,087$2.5M2.15%-1,07313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC107,291$2.49M<0.01%new13F-HRTimelineGroup
Core Wealth Partners LLC106,717$2.48M1.15%-1,86013F-HRTimeline
Gen-Wealth Partners Inc105,285$2.44M0.77%+4,66213F-HRTimeline
OFS Enterprise LLC105,282$2.44M0.72%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC103,630$2.41M0.47%013F-HRTimeline
Carnegie Investment Counsel102,903$2.39M0.05%+7,23113F-HRTimeline
Northern Lights Advisors, Inc.102,461$2.38M1.61%+1,13213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…101,998$2.37M1.86%-21,16513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…101,794$2.36M0.28%+17,77313F-HRTimelineGroup
Csenge Advisory Group100,105$2.32M0.11%+30,78513F-HRTimeline
JMG Financial Group, Ltd.99,754$2.32M0.06%-3,75013F-HRTimeline
Maia Wealth LLC99,439$2.31M0.39%-4,78813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC97,767$2.27M0.16%+7,80313F-HRTimeline
Hopwood Nicholas Hunter97,709$2.27M0.72%-1,82413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers97,238$2.26M<0.01%+10,64213F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …94,736$2.19M0.04%+4,76213F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC94,263$2.19M1.2%+7,45413F-HRTimeline
Orion Porfolio Solutions, LLC93,349$2.17M0.02%-2,27413F-HRTimeline
BALLAST ADVISORS LLC93,220$2.16M0.63%-3,81213F-HR/ATimeline
STERLING INVESTMENT MANAGEMENT, LLC91,116$2.12M1.27%+5,10313F-HRTimeline
K2 Financial Inc.90,439$2.11M1.53%+12,08113F-HRTimeline
Dorato Capital Management89,164$2.07M1.53%+5,36313F-HRTimeline
Brookwood Investment Group LLC88,349$2.05M0.26%+37,60413F-HRTimeline
BCWM, LLC87,930$2.04M0.58%+1,25313F-HRTimeline
Bangor Savings Bank85,993$2M0.16%-10,40413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC85,689$1.99M0.73%+57313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC85,625$1.99M0.53%+8,41813F-HRTimeline
RDA Financial Network85,547$1.99M0.5%-5,10613F-HRTimeline
Retirement Planning Group, LLC85,079$1.98M0.06%-26613F-HRTimeline
Blossom Wealth Management83,551$1.94M2.88%+3,21713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC83,539$1.94M0.04%-1,41313F-HRTimelineGroup
Sightline Wealth Advisors, LLC82,130$1.91M0.81%-4,55913F-HRTimeline
Livet Wealth, LLC82,115$1.91M1.21%-16,04013F-HRTimeline
Avidian Wealth Enterprises, LLC81,526$1.89M0.06%-6,59413F-HRTimeline
Clear Creek Financial Management, LLC80,949$1.88M0.14%+45,23813F-HRTimeline
Sculati Wealth Management, LLC80,151$1.86M0.69%+21,01613F-HRTimeline
Portside Wealth Group, LLC77,007$1.79M0.24%+61,58313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.76,663$1.78M0.12%+56613F-HRTimelineGroup
ProVise Management Group, LLC76,585$1.78M0.13%-30013F-HRTimeline
NWAM LLC76,309$1.77M0.1%+20,61713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC75,309$1.75M0.31%+10,32013F-HRTimeline
Mendel Capital Management LLC74,719$1.73M0.87%13F-HRTimeline
WBH ADVISORY INC72,613$1.68M0.13%-4813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC71,991$1.67M0.16%+1,83513F-HRTimeline
SUTTON PLACE INVESTORS LLC71,413$1.66M0.91%+3,33513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC71,052$1.65M0.55%+12713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS70,333$1.63M<0.01%+25413F-HRTimeline
Eley Financial Management, Inc70,110$1.63M0.59%+32213F-HR/ATimeline
Savvy Advisors, Inc.69,574$1.62M0.04%new13F-HRTimeline
Merkkuri Wealth Advisors LLC69,138$1.61M1.06%+2,71813F-HRTimeline
Park Edge Advisors, LLC68,554$1.59M0.37%-95113F-HRTimeline
Cherry Tree Wealth Management, LLC67,790$1.57M0.33%-1,05213F-HRTimeline
Beacon Financial Advisory LLC66,647$1.55M0.35%+6,57413F-HRTimeline
Coordinated Financial Services, Inc.66,485$1.54M0.89%+6,84713F-HRTimeline
Aventus Investment Advisors, Inc.66,007$1.53M1.3%-52,28613F-HRTimeline
Investor's Fiduciary Advisor Network, L…64,256$1.49M0.46%+5413F-HRTimeline
Emergent Wealth Advisors, LLC64,159$1.49M0.88%-71,97813F-HRTimeline
SeaCrest Wealth Management, LLC64,064$1.49M0.16%+10,11513F-HRTimeline
Smart Portfolios, LLC64,000$1.49M1.48%013F-HRTimeline
Advisory Services Network, LLC63,990$1.49M0.02%+4,24513F-HRTimeline
HHM Wealth Advisors, LLC63,828$1.48M0.17%+2,33813F-HRTimeline
Gambit Capital Management, LLC63,546$1.48M1.06%-2,31313F-HRTimeline
Stockman Wealth Management, Inc.63,525$1.48M0.16%+50013F-HRTimeline
Chicago Partners Investment Group LLC63,172$1.47M0.03%+1,72813F-HRTimeline
Integrity Advisory Solutions, LLC62,423$1.45M0.19%+16,04113F-HRTimeline
Powers Advisory Group, LLC62,322$1.45M0.51%-8,10613F-HRTimeline
MSH Capital Advisors LLC62,299$1.45M0.31%+1,54913F-HRTimeline
Private Advisor Group, LLC62,248$1.45M0.01%+6,61213F-HRTimeline
Seneca Financial Advisors LLC60,115$1.4M0.41%+64613F-HRTimeline
Capital Management Associates, Inc59,279$1.38M0.31%+40913F-HRTimeline
Avion Wealth58,784$1.36M0.28%-34013F-HRTimeline
Smartleaf Asset Management LLC58,649$1.36M0.05%+2,04513F-HRTimeline
BCS Wealth Management58,405$1.36M0.28%-54,25713F-HRTimeline
WealthTrak Capital Management LLC57,644$1.34M0.96%+2,04513F-HRTimeline
LexAurum Advisors, LLC57,226$1.33M0.17%13F-HRTimeline
Sage Financial Management Group, Inc.57,184$1.33M0.41%+22713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,075$1.32M<0.01%+41,15013F-HRTimelineGroup
Twele Capital Management, Inc.57,009$1.32M0.24%+2,08413F-HRTimeline
Empirical Asset Management, LLC56,858$1.32M0.35%+2,05913F-HRTimeline
CENTRAL TRUST Co55,870$1.3M0.03%013F-HRTimeline
OMC Financial Services LTD55,300$1.28M0.5%-10013F-HRTimeline
Graves Light Lenhart Wealth, Inc.54,881$1.27M0.13%-1,22613F-HRTimeline
Vermillion Wealth Management, Inc.54,483$1.27M0.5%-2,02013F-HRTimeline
Hobbs Wealth Management, LLC54,073$1.26M1.24%+7,14113F-HRTimeline
Shared Vision Wealth Group LLC53,811$1.25M0.51%-50113F-HRTimeline
Latitude Advisors, LLC53,778$1.25M0.57%+4,99413F-HRTimeline
Simplicity Wealth,LLC53,519$1.24M0.07%-58,41513F-HRTimeline
Leo H. Evart, Inc.53,281$1.24M1.06%13F-HR/ATimeline
HB Wealth Management, LLC53,225$1.24M0.01%-4,30113F-HRTimeline
Rossby Financial, LCC51,925$1.2M0.25%+44,61113F-HRTimeline
W ADVISORS, LLC51,219$1.19M0.61%-1,29513F-HRTimeline
Rialto Wealth Management, LLC51,012$1.18M0.27%-8,59213F-HRTimeline
Modera Wealth Management, LLC50,199$1.17M0.01%013F-HRTimeline
Parkway Wealth Management Group, LLC49,555$1.15M0.15%+8,93813F-HRTimeline
Ausdal Financial Partners, Inc.48,914$1.14M0.05%+44213F-HRTimeline
Farnam Financial LLC47,430$1.1M0.91%-13,70513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC46,816$1.09M0.02%+6,82313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,395$1.08M<0.01%+6,87413F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…45,855$1.06M0.32%+20,04513F-HRTimeline
Great Waters Wealth Management45,340$1.05M0.11%-41913F-HRTimeline
Catalina Capital Group, LLC43,934$1.02M0.63%+4,85213F-HRTimeline
U.S. Capital Wealth Advisors, LLC43,660$1.01M0.03%+9,21813F-HRTimeline
Wealthspire Advisors, LLC43,516$1.01M0.01%-38,20913F-HRTimeline
MGO ONE SEVEN LLC42,383$984K0.02%+10,88013F-HRTimeline
SageView Advisory Group, LLC42,339$983K0.04%-128,42413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42,337$983K0.03%+3,07813F-HR/ATimelineGroup
Pinnacle Family Advisors, LLC41,998$975K0.46%-22913F-HRTimeline
Shearwater Capital LLC41,789$970K0.51%013F-HRTimeline
OMNI 360 Wealth, Inc.41,680$968K0.5%+4,77013F-HRTimeline
Signet Investment Advisory Group, Inc.41,284$959K0.44%+15013F-HRTimeline
Mission Creek Capital Partners, Inc.41,104$954K0.19%-28013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,978$952K0.08%+9,10113F-HRTimeline
January Capital Advisors LLC40,941$951K1.28%13F-HRTimeline
IHT Wealth Management, LLC40,846$948K0.02%+27,17413F-HRTimeline
Legacy Wealth Management, LLC40,768$947K0.06%+10,69313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…40,639$944K0.07%+26,08913F-HRTimelineGroup
Plan A Wealth LLC40,187$933K0.45%+7,07413F-HRTimeline
Values Added Financial LLC39,906$927K0.39%+16,84413F-HRTimeline
Koshinski Asset Management, Inc.39,844$925K0.06%-1,14913F-HRTimeline
Geometric Wealth Advisors39,671$921K0.12%-8313F-HRTimeline
Avail Investment Partners, LLC39,314$913K0.98%13F-HRTimeline
Investment Research Partners LLC39,314$913K0.37%+2,71413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …39,228$911K<0.01%013F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC38,896$903K0.09%+213F-HRTimeline
NOVUS ADVISORS, LLC38,382$891K1.99%+1,28113F-HRTimeline
Claro Advisors Inc.37,837$879K0.11%-1,07613F-HRTimeline
FIDELIS iM, LLC37,360$867K0.33%013F-HRTimeline
Aletheian Wealth Advisors LLC36,183$840K0.41%13F-HRTimeline
HILL ISLAND FINANCIAL LLC35,981$835K0.2%-86613F-HRTimeline
Roundview Capital LLC35,958$835K0.05%+59213F-HRTimeline
Signal Advisors Wealth, LLC35,698$829K0.06%-14913F-HRTimeline
Sharkey, Howes & Javer35,634$827K0.11%+2,79513F-HRTimeline
Davis Wealth Advisors, LLC34,986$812K0.68%-61913F-HRTimeline
JFS WEALTH ADVISORS, LLC34,721$806K0.05%+1,93313F-HRTimeline
RCS Financial Planning, LLC34,461$800K0.42%-3,96013F-HRTimeline
VERITY Wealth Advisors34,307$797K0.53%-1,60713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC33,599$780K0.34%+14213F-HR/ATimeline
MONEYWISE, INC.33,580$780K0.34%+16,87613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC33,529$779K0.26%-16613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,079$768K<0.01%-1,64513F-HRTimelineGroup
Advisory Alpha, LLC33,061$768K0.02%+5,25713F-HRTimeline
Resurgent Financial Advisors LLC32,799$762K0.28%+1,63513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,621$757K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC32,296$750K0.03%+3,67613F-HRTimeline
WJ Financial Advisors LLC31,730$737K0.59%-42513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC31,639$735K0.13%+13513F-HRTimeline
Prime Capital Investment Advisors, LLC31,318$727K0.01%-4,31813F-HRTimeline
Scarborough Advisors, LLC30,958$719K0.08%new13F-HRTimeline
&PARTNERS30,878$716K<0.01%+19,85813F-HRTimeline
CWC Advisors, LLC.30,621$711K0.34%-65713F-HRTimeline
PFG Advisors30,062$698K0.03%+6,00613F-HRTimeline
Gradient Capital Advisors, LLC29,746$691K0.18%-43813F-HRTimeline
Texas Yale Capital Corp.29,318$681K0.02%+4,80013F-HRTimeline
M Holdings Securities, Inc.28,883$671K0.05%-4,27913F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.28,693$666K0.35%+19813F-HRTimeline
Payne Capital LLC28,557$663K0.61%+5,83813F-HRTimeline
Ignite Planners, LLC28,460$661K0.1%013F-HRTimeline
Leading Edge Financial Planning LLC28,403$660K0.14%-9813F-HRTimeline
Wealthspire Retirement, LLC28,165$654K0.04%-6,30113F-HRTimeline
WESBANCO BANK INC28,127$653K0.02%+4,17013F-HRTimeline
Net Worth Advisory Group27,964$649K0.13%+33313F-HRTimeline
Orcam Financial Group27,447$637K0.45%-10,51013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP25,537$593K0.01%-7,20213F-HRTimeline
Appalachian Capital Management Ltd25,394$590K0.47%-1,20013F-HRTimeline
RKL Wealth Management LLC25,381$589K0.05%-31513F-HRTimeline
Laraway Financial Advisors Inc25,273$587K0.41%-6113F-HRTimeline
Kenora Financial, LLC25,270$587K0.21%new13F-HRTimeline
Schneider Downs Wealth Management Advis…25,182$585K0.06%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,102$583K0.03%new13F-HRTimelineGroup
Asempa Wealth Advisors24,846$575K0.5%+1,76013F-HRTimeline
Sonoma Private Wealth LLC24,741$574K0.71%-5,43813F-HRTimeline
Western Financial Corp/CA24,605$571K0.22%-1,09313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,470$568K0.03%-7,45513F-HRTimeline
L2 Asset Management, LLC24,390$566K0.05%+68413F-HRTimeline
Badgley Phelps Wealth Managers, LLC23,856$554K0.01%+2,88013F-HRTimeline
Alpha Omega Wealth Management LLC23,785$552K0.09%-2,69513F-HRTimeline
Sovran Advisors, LLC23,782$551K0.04%-59013F-HRTimeline
FAS Wealth Partners, Inc.23,624$549K0.03%-1,43113F-HRTimeline
VestGen Advisors, LLC23,703$547K0.02%+39413F-HRTimeline
Milestones Private Investment Advisors …23,439$544K0.48%-23,49213F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.23,412$544K0.43%013F-HRTimeline
Seek First Inc.23,253$540K0.38%-79113F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC23,057$535K0.08%-34513F-HRTimeline
Downshift Financial, LLC22,873$531K0.28%-29,65013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC22,879$531K0.09%+2,62613F-HRTimeline
Parallel Advisors, LLC22,405$520K0.01%+1,93513F-HR/ATimeline
Carroll Advisory Group, LLC22,204$516K0.2%013F-HRTimeline
Cooper Financial Group22,143$514K0.05%+6,55513F-HRTimeline
RED REEF ADVISORS LLC21,623$502K0.53%+26013F-HRTimeline