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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

636 managers (640 13F filers) reported a position in SCHZ shares at 2024-12-31, 164,079,215 shares in all. 47 filers opened a position and 45 filers sold out during the quarter.

Managers
636
13F filers
640
New
47
Added
510
Reduced
20
Sold out
45
Shares held by filers
164,079,215

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,994$477K<0.01%+9,64713F-HRTimelineGroup
New Harbor Financial Group, LLC20,900$474K0.14%+10,45013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC20,900$474K0.14%new13F-HRTimeline
Versant Capital Management, Inc20,871$474K0.1%+10,06713F-HRTimeline
Sherwood Financial Partners, LLC20,827$473K0.47%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC20,602$468K0.05%+9,03613F-HRTimeline
Investment Planning Advisors, Inc.20,600$468K0.2%+10,38713F-HRTimeline
Geometric Wealth Advisors20,511$466K0.08%+11,15013F-HRTimeline
Midwest Heritage Bank, FSB19,969$453K0.21%+7,03413F-HRTimeline
Exchange Capital Management, Inc.19,932$452K0.07%-6,07313F-HRTimeline
RETIREMENT GUYS FORMULA LLC19,839$450K0.23%+9,65113F-HRTimeline
FINANCIAL CONSULATE, INC19,654$446K0.12%+9,82713F-HRTimeline
Capital Advisors, Ltd. LLC19,640$446K0.06%+9,82013F-HRTimeline
Fulcrum Equity Management19,585$445K0.44%+9,40713F-HRTimeline
WealthCollab, LLC19,500$443K0.28%+9,17913F-HRTimeline
Wedmont Private Capital19,610$441K0.02%+9,80513F-HRTimeline
Badgley Phelps Wealth Managers, LLC19,350$439K0.01%+9,32013F-HRTimeline
Hardin Capital Partners, LLC19,259$437K0.26%+9,65313F-HRTimeline
Syntegra Private Wealth Group, LLC18,981$431K0.05%+9,38313F-HRTimeline
Diversified Investment Strategies, LLC18,630$423K0.28%+9,31513F-HRTimeline
FDx Advisors, Inc.18,494$420K0.12%+7,58413F-HRTimeline
Fermata Advisors, LLC18,422$418K0.08%+7,61813F-HRTimeline
HBK Sorce Advisory LLC18,363$417K0.01%+9,18113F-HRTimeline
FAS Wealth Partners, Inc.18,322$416K0.03%+10,21513F-HRTimeline
Plan A Wealth LLC18,137$412K0.38%13F-HRTimeline
Walker Financial Services, Inc.18,089$411K0.24%+8,98513F-HRTimeline
Martin Worley Group18,068$410K0.26%13F-HRTimeline
Joule Financial, LLC17,800$404K0.14%+8,74513F-HRTimeline
Oregon Pacific Wealth Management, LLC17,767$403K0.4%13F-HRTimeline
Attessa Capital LLC17,760$403K0.27%13F-HRTimeline
Rappaport Reiches Capital Management, L…17,733$403K0.1%+7,44213F-HRTimeline
D.B. Root & Company, LLC17,708$402K0.13%+8,86513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,428$396K0.02%+8,58613F-HRTimelineGroup
Aptus Capital Advisors, LLC17,361$394K<0.01%+17,23013F-HRTimeline
ORG Partners LLC17,319$393K0.05%+5,90613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC17,264$392K0.18%new13F-HRTimeline
SWMG, LLC16,905$385K0.15%+4313F-HRTimeline
RBA Wealth Management, LLC16,750$380K0.14%+7,84513F-HRTimeline
CENTAURUS FINANCIAL, INC.16,524$375K0.02%-12,25513F-HRTimeline
&PARTNERS16,509$374K<0.01%new13F-HRTimeline
Courage Miller Partners, LLC16,466$374K0.13%+8,20413F-HRTimeline
Newman Dignan & Sheerar, Inc.16,450$373K0.1%-48913F-HRTimeline
Powers Advisory Group, LLC16,421$373K0.19%+8,29513F-HRTimeline
Murphy & Mullick Capital Management Corp16,228$368K0.34%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,196$368K0.03%+11,17913F-HRTimeline
RHS Financial, LLC15,866$360K0.19%+8,00413F-HRTimeline
WEALTH ALLIANCE, LLC15,829$359K0.04%+6,72413F-HRTimeline
Portside Wealth Group, LLC15,648$355K0.06%+7,68313F-HR/ATimeline
American Capital Advisory, LLC15,596$354K0.2%+5,77713F-HRTimeline
COMERICA BANK15,536$353K<0.01%+13,65813F-HR/ATimeline
Alley Investment Management Company, LLC15,282$347K0.04%+7,94113F-HRTimeline
Note Advisors, LLC15,214$345K0.31%13F-HRTimeline
Aveo Capital Partners, LLC14,812$336K0.04%+9,02413F-HRTimeline
Lewis Asset Management, LLC14,649$333K0.25%+4,81713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,550$330K0.06%+7,27513F-HRTimelineGroup
CHOREO, LLC14,274$324K<0.01%+7,21113F-HRTimeline
BURNS J W & CO INC/NY14,000$318K0.04%+7,00013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,978$317K<0.01%+6,98913F-HRTimelineGroup
BRIGHTON JONES LLC13,975$317K0.01%new13F-HR/ATimeline
Keystone Financial Group, Inc.13,858$315K0.25%13F-HRTimeline
MGO ONE SEVEN LLC13,561$308K0.01%+4,42513F-HRTimeline
Consolidated Portfolio Review Corp13,544$307K0.05%+6,79513F-HRTimeline
ONE Advisory Partners, LLC13,524$307K0.14%+6,76213F-HRTimeline
GS Investments, Inc.13,520$307K0.14%+6,37413F-HRTimeline
Opes Wealth Management LLC13,292$302K0.06%+4,94813F-HRTimeline
Partners in Financial Planning13,282$301K0.06%+6,38213F-HRTimeline
Rothschild Wealth LLC13,140$298K0.09%+4,65813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,985$295K0.03%new13F-HRTimeline
Burk Holdings LLC12,862$292K0.24%13F-HRTimeline
NewEdge Advisors, LLC12,801$291K<0.01%+7,61113F-HRTimeline
PFG Advisors12,630$287K0.02%+5,49013F-HRTimeline
Per Stirling Capital Management, LLC.12,591$286K0.04%-2,95213F-HRTimeline
NOVEM GROUP12,465$283K0.04%13F-HRTimeline
REGIMEN WEALTH, LLC12,434$282K0.09%+6,42313F-HRTimeline
Code Waechter LLC12,403$282K0.25%+6,18513F-HRTimeline
Certus Wealth Management, LLC12,264$280K0.19%+6,13213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,264$278K<0.01%+8,05213F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC12,101$275K0.03%+6,12913F-HRTimeline
Evensky & Katz LLC12,020$273K0.02%+6,07513F-HRTimeline
Americana Partners, LLC11,837$269K0.01%new13F-HRTimeline
Parkshore Wealth Management, Inc.11,551$262K0.16%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,508$261K0.01%+3,66913F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC11,458$260K0.02%+6,27313F-HRTimeline
Acorn Wealth Advisors, LLC11,448$260K0.11%+5,72413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,430$259K0.12%+4,45113F-HRTimeline
Summit Wealth Group, LLC11,402$259K0.08%+5,70113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL11,236$255K0.01%+3,70813F-HRTimeline
Souders Financial Advisors11,217$255K0.04%+5,60813F-HRTimeline
Waterloo Capital, L.P.11,197$254K0.03%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…11,000$250K0.01%+4,40013F-HRTimeline
WEDBUSH SECURITIES INC10,956$249K0.01%+5,60213F-HRTimeline
Texas Yale Capital Corp.10,768$244K0.01%+4,58413F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,759$244K0.02%+1,60913F-HRTimeline
Horan Capital Advisors, LLC.10,653$242K0.08%new13F-HRTimeline
Keebeck Wealth Management10,548$239K0.03%+5,27413F-HRTimeline
Whelan Financial10,461$237K0.09%+4,86113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,334$235K<0.01%+5,38413F-HRTimelineGroup
Compound Planning, Inc.10,293$234K0.01%new13F-HRTimeline
Maple Capital Management, Inc.10,194$231K0.02%+5,04213F-HRTimeline
Cannon Financial Strategists, Inc.10,134$230K0.04%+5,06713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/10,128$230K0.01%-4,27413F-HRTimeline
Western Wealth Management, LLC9,993$227K0.01%-5,58913F-HR/ATimeline
Index Fund Advisors, Inc.9,988$227K0.01%+5,05913F-HRTimeline
MidAtlantic Capital Management, Inc.9,962$226K0.17%+4,06913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS9,803$223K0.1%+4,94313F-HRTimeline
Quantum Capital Management, LLC / NJ9,705$220K0.02%+4,86913F-HRTimeline
MKD WEALTH COACHES, LLC9,587$218K0.22%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,393$213K0.17%13F-HRTimeline
L.K. Benson & Company, P.C.9,224$209K0.15%13F-HRTimeline
Burns Matteson Capital Management, LLC9,167$208K0.12%+4,50513F-HRTimeline
SRH ADVISORS, LLC9,106$207K0.06%+4,55313F-HRTimeline
Drucker Wealth 3.0, LLC9,080$206K0.05%new13F-HR/ATimeline
Clearwater Capital Advisors, LLC9,061$206K0.02%+4,26613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC9,055$206K0.02%+9,03913F-HRTimeline
WNY Asset Management, LLC9,009$205K0.03%+4,38513F-HRTimeline
Prospera Financial Services Inc8,900$202K<0.01%+4,48913F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC8,891$202K0.01%+4,50413F-HRTimeline
KELLY FINANCIAL GROUP LLC8,886$202K0.07%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,878$202K0.02%+4,46513F-HRTimelineGroup
Parkside Financial Bank & Trust8,644$196K0.03%+4,37813F-HRTimeline
PSI Advisors, LLC8,236$187K0.06%new13F-HRTimeline
Evolution Advisers, Inc.7,636$173K0.09%+3,81813F-HRTimeline
VALLEY NATIONAL ADVISERS INC7,330$166K0.03%+3,66513F-HRTimeline
Allworth Financial LP7,255$165K<0.01%+6,94113F-HRTimeline
Investors Research Corp7,094$161K0.04%+3,54713F-HRTimeline
SIGNATUREFD, LLC7,056$160K<0.01%+3,54313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,605$150K<0.01%+2,96813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc6,500$148K0.05%+3,25013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Davis Capital Management6,422$146K0.12%+3,15113F-HRTimeline
Prestige Wealth Management Group LLC6,110$139K0.03%+2,82513F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP6,015$137K0.02%+2,69013F-HRTimeline
Hurley Capital, LLC5,896$134K0.11%13F-HRTimeline
Front Row Advisors LLC5,837$133K0.05%+2,91813F-HRTimeline
AdvisorNet Financial, Inc4,774$108K0.01%-66,44213F-HRTimeline
CoreCap Advisors, LLC4,773$108K<0.01%+2,54213F-HRTimeline
Bullock Wealth Management Group4,670$106K0.06%+2,35513F-HRTimeline
Wagner Wealth Management, LLC4,543$103K0.03%+2,80613F-HRTimeline
Transce3nd, LLC4,430$101K0.03%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,369$99.2K<0.01%+2,26013F-HRTimelineGroup
Accredited Wealth Management, LLC4,285$97.3K0.09%13F-HRTimeline
Capital Investment Advisory Services, L…4,202$95.4K0.01%+2,10113F-HRTimeline
Granite Investment Partners, LLC3,780$85.8K<0.01%+1,94513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,717$84.4K0.01%+1,87013F-HRTimeline
Cassady Schiller Wealth Management, LLC3,691$83.8K0.03%+3,68213F-HRTimeline
Sound Income Strategies, LLC3,506$79.6K<0.01%+2,76513F-HRTimeline
Robinswood Financial LLC3,454$78.4K0.03%+1,72313F-HRTimeline
Steward Partners Investment Advisory, L…3,362$76.3K<0.01%+1,68113F-HRTimeline
Stephens Consulting, LLC3,072$69.7K0.02%+1,51113F-HRTimeline
Clearstead Advisors, LLC2,945$66.8K<0.01%+1,48313F-HRTimeline
MATHER GROUP, LLC.2,754$62.5K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,650$60.2K<0.01%+1,32513F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,622$59.5K0.02%+1,32513F-HRTimeline
Main Street Group, LTD2,576$58.5K0.02%+1,19913F-HRTimeline
SIERRA OCEAN, LLC2,378$54K0.04%13F-HRTimeline
Bristlecone Advisors, LLC2,354$53.4K<0.01%+1,17713F-HRTimeline
FMR LLCin group FMR LLC2,197$49.9K<0.01%-8,25913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,166$49.2K<0.01%-4,08313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,056$46.7K<0.01%+1,03913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,010$45.7K<0.01%+1,00513F-HRTimeline
New Republic Capital, LLC1,938$44K0.03%+42513F-HRTimeline
New Millennium Group LLC1,659$37.7K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,631$37K0.01%+82013F-HRTimeline
Financial Management Professionals, Inc.1,564$35.5K<0.01%+78213F-HRTimeline
Winthrop Capital Management, LLC1,536$35K0.01%new13F-HRTimeline
Legacy Bridge, LLC1,530$34.7K0.02%+76513F-HRTimeline
Modus Advisors, LLC1,464$33.2K0.01%new13F-HRTimeline
Key Financial Inc1,414$32.1K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,394$31.7K<0.01%+69813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,250$28.4K<0.01%+1,22313F-HRTimeline
BLAIR WILLIAM & CO/IL1,214$27.6K<0.01%+67313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,198$27.2K<0.01%+1,14113F-HRTimeline
Westside Investment Management, Inc.1,116$25.3K0.01%+55813F-HRTimeline
Archer Investment Corp1,103$25K0.01%+55313F-HRTimeline
NorthRock Partners, LLC1,011$22.9K<0.01%+58913F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL958$21.8K0.01%+48413F-HRTimeline
Truvestments Capital LLC934$21.2K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton934$21.2K0.01%+46713F-HRTimeline
AMERIFLEX GROUP, INC.884$20.2K0.01%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC830$18.8K0.01%new13F-HRTimeline
Fort Vancouver Investment Management, L…808$18.3K0.02%+37713F-HRTimeline
Heritage Wealth Advisors704$16K<0.01%+37213F-HRTimeline
GPS Wealth Strategies Group, LLC677$15.4K<0.01%+34013F-HRTimeline
Peachtree Investment Partners, LLC650$14.8K0.01%013F-HRTimeline
Pineridge Advisors LLC572$13K<0.01%+28613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/560$12.7K<0.01%+28013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC560$12.7K<0.01%+28413F-HRTimeline
Cordant, Inc.455$10.3K0.01%+22813F-HRTimeline
EPG Wealth Management LLC400$9.08K<0.01%+20013F-HRTimeline
Cornerstone Planning Group LLC391$8.93K<0.01%+213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …376$8.54K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…370$8.41K<0.01%+27113F-HRTimelineGroup
ATMOS ADVISORY, LLC316$7.17K<0.01%+15813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC308$6.99K<0.01%+8013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC293$6.65K<0.01%-16013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP287$6.52K<0.01%+15213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC265$6.02K<0.01%new13F-HRTimelineGroup
Palouse Capital Management, Inc.264$5.99K<0.01%+13213F-HRTimeline
Hexagon Capital Partners LLC262$5.95K<0.01%+13113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC200$4.54K<0.01%+10013F-HRTimeline
Capital A Wealth Management, LLC181$4.11K0.01%13F-HRTimeline