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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

665 managers (674 13F filers) reported a position in SCHZ shares at 2026-06-30, 187,191,811 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
665
13F filers
674
New
54
Added
326
Reduced
196
Sold out
46
Shares held by filers
187,191,811

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
FAS Wealth Partners, Inc.23,050$533K0.03%-57413F-HRTimeline
Downshift Financial, LLC22,873$529K0.24%013F-HRTimeline
Cooper Financial Group22,226$514K0.04%+8313F-HRTimeline
Carroll Advisory Group, LLC22,204$514K0.17%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC22,018$509K0.08%-86113F-HRTimeline
Kelman-Lazarov, Inc.21,885$506K0.07%+78213F-HRTimeline
RED REEF ADVISORS LLC21,847$505K0.47%+22413F-HRTimeline
Seek First Inc.21,826$505K0.32%-1,42713F-HRTimeline
Badgley Phelps Wealth Managers, LLC21,638$500K0.01%-2,21813F-HRTimeline
WEALTHGARDEN F.S. LLC21,333$493K0.28%+1,11513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC21,177$490K0.06%-1,88013F-HRTimeline
Midwest Financial Network, LLC21,131$489K0.33%new13F-HRTimeline
RBA Wealth Management, LLC21,086$488K0.18%-47613F-HRTimeline
Pinion Investment Advisors, LLC20,996$486K0.09%-12413F-HRTimeline
WEALTH ALLIANCE, LLC20,960$485K0.04%+5,35913F-HRTimeline
Ridgeline Wealth, LLC20,888$483K0.28%013F-HRTimeline
Ketron Financial20,689$479K0.15%new13F-HRTimeline
RCW Management, LLC20,609$477K0.43%013F-HRTimeline
Fulcrum Equity Management20,455$473K0.38%+2,20113F-HRTimeline
Hardin Capital Partners, LLC19,991$463K0.21%+5113F-HRTimeline
TrustWell Financial Advisors, LLC19,988$462K0.39%013F-HRTimeline
Foundations Investment Advisors, LLC19,986$462K<0.01%+6,69313F-HRTimeline
BEACON FINANCIAL GROUP19,625$454K0.04%+33313F-HRTimeline
FDx Advisors, Inc.19,545$452K0.14%-8713F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC19,441$450K1.51%013F-HRTimeline
Wedmont Private Capital19,610$450K0.01%013F-HRTimeline
ONE Advisory Partners, LLC19,405$449K0.12%+15413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC19,319$447K0.01%-27,49713F-HRTimeline
Cannon Financial Strategists, Inc.19,214$444K0.05%+7313F-HRTimeline
FINANCIAL CONSULATE, INC18,718$433K0.05%013F-HRTimeline
Rothschild Wealth LLC18,593$430K0.03%-11113F-HRTimeline
Vermillion Wealth Management, Inc.18,287$423K0.1%-36,19613F-HRTimeline
Fermata Advisors, LLC18,246$422K0.09%-1,07913F-HRTimeline
Code Waechter LLC18,235$422K0.22%new13F-HRTimeline
Note Advisors, LLC17,981$416K0.18%+40113F-HRTimeline
PSI Advisors, LLC17,854$413K0.1%+2,84813F-HRTimeline
Investment Planning Advisors, Inc.17,854$413K0.1%-21613F-HRTimeline
One Capital Management, LLC17,740$412K0.01%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,504$405K0.27%-38013F-HRTimeline
Bigelow Investment Advisors, LLC17,457$404K0.15%-34013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC17,266$399K0.12%013F-HRTimeline
WealthShield Partners, LLC17,231$399K0.06%-287,48713F-HRTimeline
B. Riley Wealth Advisors, Inc.17,115$398K0.02%+2,61613F-HRTimeline
Lansing Street Advisors17,070$395K0.08%+79113F-HRTimeline
Kingsview Wealth Management, LLC16,541$383K<0.01%+1,04813F-HRTimeline
Leading Edge Financial Planning LLC16,480$381K0.07%-11,92313F-HRTimeline
Courage Miller Partners, LLC16,460$381K0.1%013F-HRTimeline
Gleason Group, Inc.16,443$380K0.03%-38513F-HRTimeline
Daytona Street Capital LLC16,473$377K0.28%+1,72713F-HRTimeline
Faithward Advisors, LLC16,266$376K0.05%-1,88113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS16,154$374K0.04%new13F-HRTimeline
True North Advisors, LLC16,140$373K0.04%-2,09613F-HRTimeline
Pure Financial Advisors, LLC16,121$373K<0.01%-73213F-HRTimeline
MKD WEALTH COACHES, LLC15,539$359K0.31%+2,77313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,487$358K0.21%-32313F-HRTimeline
Syntegra Private Wealth Group, LLC15,454$357K0.03%+6613F-HRTimeline
PKS Advisory Services, LLC15,368$355K0.06%new13F-HRTimeline
Alley Investment Management Company, LLC15,324$354K0.04%+55013F-HRTimeline
BRIGHTON JONES LLC15,205$352K0.01%+38413F-HRTimeline
Asset One Wealth Management LLC14,998$344K0.04%+1,38813F-HRTimeline
REGIMEN WEALTH, LLC14,815$343K0.09%+15113F-HRTimeline
Grey Ledge Advisors, LLC14,815$343K0.07%+3,12113F-HRTimeline
Index Fund Advisors, Inc.14,656$339K0.01%+15013F-HRTimeline
Diversified Investment Strategies, LLC14,395$333K0.22%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,242$329K<0.01%-2,72413F-HRTimelineGroup
BlackDiamond Wealth Management, LLC14,386$327K0.13%+1,46213F-HRTimeline
NOVEM GROUP14,058$325K0.03%-30613F-HRTimeline
STEVENS CAPITAL PARTNERS14,052$325K0.06%new13F-HRTimeline
BURNS J W & CO INC/NY14,000$324K0.03%013F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA13,978$323K<0.01%-53313F-HRTimelineGroup
Keebeck Wealth Management13,977$323K0.03%+1,65013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,857$321K0.06%new13F-HRTimeline
Francis Financial, Inc.13,736$318K0.05%+82513F-HRTimeline
Midwest Capital Advisors, LLC13,682$316K0.13%-7,30013F-HRTimeline
Partners in Financial Planning13,625$315K0.05%+23813F-HRTimeline
Joule Financial, LLC13,601$315K0.09%-1,39913F-HRTimeline
Fairway Wealth LLC13,471$312K0.07%+13713F-HRTimeline
HUB Investment Partners, LLC13,405$310K0.01%new13F-HRTimeline
MN Wealth Advisors, LLC13,373$309K0.13%+21713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,015$301K0.01%+2213F-HRTimeline
Meridian Wealth Partners, LLC13,006$301K0.04%-50113F-HRTimeline
Clearstead Advisors, LLC13,001$301K<0.01%+3413F-HRTimeline
Legacy Edge Advisors, LLC12,958$300K0.03%+77213F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.12,933$299K0.01%-12,16913F-HRTimelineGroup
Burk Holdings LLC12,911$299K0.11%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,823$297K0.02%+13113F-HRTimeline
Walker Financial Services, Inc.12,773$295K0.09%-50913F-HRTimeline
WealthCollab, LLC12,698$294K0.11%013F-HRTimeline
Regal Investment Advisors LLC12,649$293K0.02%+1,70613F-HRTimeline
Western Wealth Management, LLC12,589$291K0.01%-7,36513F-HRTimeline
Steele Capital Management, Inc.12,586$291K0.01%new13F-HRTimeline
SWMG, LLC12,491$286K0.07%-57413F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,345$286K0.11%+1313F-HRTimeline
Aptus Capital Advisors, LLC12,312$285K<0.01%+12113F-HRTimeline
Fidelis Wealth Advisors LLC12,268$284K0.42%new13F-HR/ATimeline
Sequoia Financial Advisors, LLC12,176$282K<0.01%-4,95513F-HRTimeline
J.E. Simmons & Co., P.C.11,815$273K0.15%013F-HRTimeline
Per Stirling Capital Management, LLC.11,799$273K0.03%+3413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,789$273K<0.01%+68513F-HRTimelineGroup
Northstar Financial Companies, Inc.11,773$272K0.18%013F-HRTimeline
Quantum Capital Management, LLC / NJ11,763$272K0.03%+35113F-HRTimeline
Chesley Taft & Associates LLC11,610$269K0.01%-3,43713F-HRTimeline
HORAN Wealth, LLC11,523$267K0.03%+44713F-HR/ATimeline
ACCESS FINANCIAL SERVICES, INC.11,430$264K0.09%013F-HRTimeline
Friday Financial11,513$264K0.07%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,408$264K<0.01%+11613F-HRTimelineGroup
WealthPlan Investment Management, LLC11,396$264K0.01%-2,82013F-HRTimeline
PFG Investments, LLC11,348$262K0.01%+10613F-HRTimeline
Betterment LLC11,329$262K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC11,324$262K0.01%-1,28913F-HRTimeline
VICUS CAPITAL11,317$262K0.02%new13F-HRTimeline
Professional Financial Advisors, LLC11,307$262K0.05%+1,71513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC11,230$260K0.17%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,981$254K<0.01%+2,01813F-HRTimelineGroup
FLC Capital Advisors10,972$254K0.04%013F-HRTimeline
GS Investments, Inc.10,958$253K0.18%+35013F-HRTimeline
Fisher Asset Management, LLC10,888$252K<0.01%new13F-HRTimeline
Lewis Asset Management, LLC10,839$251K0.09%-63013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,811$250K<0.01%new13F-HRTimelineGroup
HBK Sorce Advisory LLC10,847$248K<0.01%+213F-HRTimeline
Embree Financial Group10,645$246K0.02%-3,51613F-HRTimeline
Oregon Pacific Wealth Management, LLC10,609$245K0.23%-12613F-HRTimeline
WEDBUSH SECURITIES INC10,606$245K0.01%013F-HRTimeline
World Investment Advisors10,537$245K<0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD10,508$243K<0.01%013F-HRTimeline
Acorn Wealth Advisors, LLC10,428$241K0.06%-4613F-HRTimeline
ASPIRIANT, LLC10,372$240K0.01%-4,50213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …10,354$239K0.03%new13F-HRTimeline
Truepoint, Inc.10,292$238K<0.01%-50213F-HRTimeline
HBW ADVISORY SERVICES LLC10,243$237K0.02%new13F-HRTimeline
Trinity Wealth Management, LLC10,099$234K0.07%+1,29113F-HRTimeline
MidAtlantic Capital Management, Inc.9,962$230K0.14%+6113F-HRTimeline
Elevation Wealth Management LLC9,832$227K0.17%-6,06813F-HRTimeline
PUREfi Wealth, LLC9,739$225K0.12%new13F-HRTimeline
Accelerate Investment Advisors LLC9,715$225K0.13%-1,75313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,675$224K0.01%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL9,451$219K<0.01%013F-HRTimeline
Newman Dignan & Sheerar, Inc.9,466$219K0.04%-30513F-HRTimeline
GatePass Capital, LLC9,438$218K0.08%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,464$218K0.07%-54,79213F-HRTimeline
SCS Capital Management LLC9,421$218K<0.01%+9613F-HRTimeline
Whelan Financial9,357$216K0.06%+4113F-HRTimeline
Murphy & Mullick Capital Management Corp9,328$216K0.13%-65013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,138$211K0.06%-43013F-HRTimeline
SRH ADVISORS, LLC9,106$211K0.05%013F-HRTimeline
Parkside Financial Bank & Trust9,027$209K0.01%+9213F-HRTimeline
Emerald Advisors, LLC9,002$208K0.03%new13F-HRTimeline
Composition Wealth, LLC8,981$208K<0.01%-3,68713F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,913$206K<0.01%-113F-HRTimeline
AdvisorNet Financial, Inc8,902$206K0.01%-1,32913F-HRTimeline
WLTH Capital Management, LLC8,852$205K0.13%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,813$204K<0.01%new13F-HRTimeline
Compound Planning, Inc.8,718$202K0.01%-1413F-HRTimeline
Caliber Wealth Management, LLC / KS8,700$201K0.02%-2,06813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,688$201K<0.01%new13F-HRTimelineGroup
CX Institutional8,628$200K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,378$194K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC7,923$183K0.04%+1,11113F-HRTimeline
Meramec Financial Planners, LLC7,753$177K0.06%+20613F-HRTimeline
Evolution Advisers, Inc.7,636$176K0.06%013F-HRTimeline
Davis Capital Management7,445$172K0.1%+51413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,278$168K<0.01%+1,52013F-HRTimelineGroup
Investors Research Corp7,094$164K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…6,737$156K<0.01%+56213F-HRTimeline
MATHER GROUP, LLC.6,315$146K<0.01%+4,67713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,963$138K<0.01%+15113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC5,757$133K0.01%-1,14313F-HRTimeline
Evensky & Katz LLC5,739$133K0.01%+5913F-HRTimeline
Front Row Advisors LLC5,149$117K0.03%+113F-HRTimeline
Prestige Wealth Management Group LLC5,053$117K0.02%+65013F-HRTimeline
CoreCap Advisors, LLC5,044$117K<0.01%-9713F-HRTimeline
New Republic Capital, LLC4,991$115K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,739$110K0.01%new13F-HRTimeline
Bullock Wealth Management Group4,332$99.8K0.04%+68413F-HRTimeline
Principia Wealth Advisory, LLC4,174$96.5K0.05%-2,42713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,967$91.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,785$87.5K<0.01%+17113F-HRTimelineGroup
Granite Investment Partners, LLC3,780$87.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,717$86K<0.01%013F-HRTimeline
United Financial Planning Group LLC3,362$77.8K0.04%+3413F-HRTimeline
LifeSteps Financial, Inc.3,311$76.6K0.04%new13F-HRTimeline
Cape Investment Advisory, Inc.3,141$72.6K0.02%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,077$71.2K0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.2,998$69.3K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,863$66.2K<0.01%-7,60213F-HRTimelineGroup
MCF Advisors LLC2,836$65.6K<0.01%+213F-HRTimeline
FMR LLCin group FMR LLC2,822$65.3K<0.01%-48413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,650$61.3K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,499$57.8K<0.01%+29813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP2,420$56K0.01%-1,10513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,386$55.2K<0.01%+33313F-HRTimelineGroup
Versant Capital Management, Inc2,234$51.7K<0.01%-15,73413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,212$51.2K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,140$49.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,068$47.8K0.02%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,058$47.6K0.02%+1913F-HRTimeline
Continuum Advisory, LLC1,922$44.5K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,916$44.3K<0.01%+22213F-HRTimeline
SIGNATUREFD, LLC1,788$41.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,625$37.6K<0.01%+1,32513F-HRTimelineGroup