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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

647 managers (650 13F filers) reported a position in SCHZ shares at 2025-03-31, 169,709,186 shares in all. 48 filers opened a position and 39 filers sold out during the quarter.

Managers
647
13F filers
650
New
48
Added
281
Reduced
239
Sold out
39
Shares held by filers
169,709,186

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FAS Wealth Partners, Inc.19,843$460K0.04%+1,52113F-HRTimeline
Capital Advisors, Ltd. LLC19,640$455K0.06%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC19,589$454K0.23%-25013F-HRTimeline
Bowman & Co S.C.19,559$453K0.22%-24,71213F-HRTimeline
Versant Capital Management, Inc19,546$453K0.08%-1,32513F-HRTimeline
Hardin Capital Partners, LLC19,512$452K0.28%+25313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,457$451K<0.01%-6,69413F-HRTimeline
ONE Advisory Partners, LLC19,399$449K0.19%+5,87513F-HRTimeline
WEALTH ALLIANCE, LLC19,359$448K0.05%+3,53013F-HRTimeline
Fulcrum Equity Management19,267$446K0.49%-31813F-HRTimeline
Wedmont Private Capital19,610$446K0.02%013F-HRTimeline
Martin Worley Group19,047$441K0.25%+97913F-HRTimeline
CENTAURUS FINANCIAL, INC.18,756$434K0.03%+2,23213F-HRTimeline
Sherwood Financial Partners, LLC18,723$434K0.42%-2,10413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,548$430K0.01%-14,67713F-HRTimeline
Fermata Advisors, LLC18,422$427K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,373$426K<0.01%+18,37213F-HRTimeline
Quotient Wealth Partners, LLC18,371$425K0.01%new13F-HRTimeline
FDx Advisors, Inc.18,363$425K0.14%-13113F-HRTimeline
HBK Sorce Advisory LLC18,261$423K0.01%-10213F-HRTimeline
Kingsview Wealth Management, LLC18,093$419K0.01%-11,29013F-HRTimeline
WealthCollab, LLC18,047$418K0.26%-1,45313F-HRTimeline
Rappaport Reiches Capital Management, L…17,672$409K0.1%-6113F-HRTimeline
Joule Financial, LLC17,658$409K0.14%-14213F-HRTimeline
Syntegra Private Wealth Group, LLC17,622$408K0.05%-1,35913F-HRTimeline
ASPIRIANT, LLC17,356$402K0.01%-7,18813F-HRTimeline
Aptus Capital Advisors, LLC17,205$398K<0.01%-15613F-HRTimeline
D.B. Root & Company, LLC17,202$398K0.13%-50613F-HRTimeline
RBA Wealth Management, LLC17,152$397K0.16%+40213F-HRTimeline
Walker Financial Services, Inc.17,078$396K0.21%-1,01113F-HRTimeline
SWMG, LLC16,970$392K0.16%+6513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,870$391K0.17%-39413F-HRTimeline
Grey Ledge Advisors, LLC16,679$386K0.1%-8,40613F-HRTimeline
&PARTNERS16,613$386K<0.01%+10413F-HRTimeline
Courage Miller Partners, LLC16,466$381K0.13%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,421$380K<0.01%-41,51513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC16,318$378K0.03%+12213F-HR/ATimeline
Western Wealth Management, LLC16,247$376K0.02%+6,25413F-HRTimeline
Newman Dignan & Sheerar, Inc.16,114$373K0.1%-33613F-HR/ATimeline
Lansing Street Advisors15,898$368K0.12%new13F-HRTimeline
Note Advisors, LLC15,774$365K0.3%+56013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,680$363K0.03%new13F-HRTimeline
Portside Wealth Group, LLC15,648$362K0.06%013F-HR/ATimeline
Belpointe Asset Management LLC15,446$358K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC15,446$358K0.07%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC15,187$352K0.35%-2,58013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,048$349K0.02%-2,38013F-HRTimelineGroup
Alley Investment Management Company, LLC14,800$343K0.04%-48213F-HRTimeline
Legacy Edge Advisors, LLC14,744$341K0.05%new13F-HRTimeline
American Capital Advisory, LLC14,652$339K0.18%-94413F-HRTimeline
Lewis Asset Management, LLC14,596$338K0.28%-5313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,550$337K0.07%013F-HRTimelineGroup
BURNS J W & CO INC/NY14,384$333K0.04%+38413F-HRTimeline
Worth Asset Management, LLC14,310$331K0.18%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,212$329K<0.01%+1,94813F-HRTimelineGroup
BRIGHTON JONES LLC14,169$328K0.01%+19413F-HRTimeline
Murphy & Mullick Capital Management Corp14,166$328K0.32%-2,06213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,010$324K<0.01%+3213F-HRTimelineGroup
Midwest Heritage Bank, FSB13,903$322K0.13%-6,06613F-HRTimeline
Drucker Wealth 3.0, LLC13,832$320K0.07%+4,75213F-HRTimeline
MGO ONE SEVEN LLC13,674$317K0.01%+11313F-HRTimeline
Opes Wealth Management LLC13,594$315K0.06%+30213F-HRTimeline
Dynamic Advisor Solutions LLC13,455$312K0.01%new13F-HRTimeline
Code Waechter LLC13,448$311K0.26%+1,04513F-HRTimeline
GS Investments, Inc.13,348$309K0.15%-17213F-HRTimeline
Accelerate Investment Advisors LLC13,328$309K0.26%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,302$308K<0.01%-14,95013F-HR/ATimelineGroup
FIRST NATIONAL CORP /MA/ /ADV13,229$306K0.07%new13F-HRTimeline
Keebeck Wealth Management12,974$300K0.04%+2,42613F-HRTimeline
MANCHESTER FINANCIAL INC12,882$298K0.07%-26,66613F-HRTimeline
Burk Holdings LLC12,871$298K0.23%+913F-HRTimeline
Partners in Financial Planning12,854$298K0.06%-42813F-HRTimeline
NewEdge Advisors, LLC12,724$295K<0.01%-7713F-HRTimeline
Per Stirling Capital Management, LLC.12,570$291K0.04%-2113F-HRTimeline
Diversified Investment Strategies, LLC12,560$291K0.2%-6,07013F-HRTimeline
REGIMEN WEALTH, LLC12,522$290K0.09%+8813F-HRTimeline
NOVEM GROUP12,269$284K0.04%-19613F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,187$282K0.03%+8613F-HRTimeline
Evensky & Katz LLC12,069$280K0.02%+4913F-HRTimeline
Certus Wealth Management, LLC12,264$280K0.19%013F-HRTimeline
Keystone Global Partners, LLC11,922$276K0.19%13F-HRTimeline
Compound Planning, Inc.11,873$275K0.01%+1,58013F-HRTimeline
L.M. KOHN & COMPANY11,766$273K0.07%new13F-HRTimeline
CHOREO, LLC11,747$272K<0.01%-2,52713F-HRTimeline
Parkshore Wealth Management, Inc.11,550$267K0.16%-113F-HRTimeline
Waterloo Capital, L.P.11,480$266K0.02%+28313F-HRTimeline
MKD WEALTH COACHES, LLC11,434$265K0.3%+1,84713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,430$265K0.11%013F-HRTimeline
PFG Advisors11,419$264K0.01%-1,21113F-HRTimeline
Claro Advisors Inc.11,404$264K0.04%new13F-HRTimeline
Keystone Financial Group, Inc.11,411$262K0.18%-2,44713F-HRTimeline
Summit Wealth Group, LLC11,218$260K0.08%-18413F-HRTimeline
Acorn Wealth Advisors, LLC11,220$260K0.11%-22813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…11,000$255K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC10,956$254K0.01%013F-HRTimeline
Souders Financial Advisors10,944$253K0.04%-27313F-HRTimeline
Texas Yale Capital Corp.10,768$249K0.01%013F-HRTimeline
Steele Capital Management, Inc.10,757$249K0.01%new13F-HRTimeline
Horan Capital Advisors, LLC.10,653$247K0.08%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL10,241$237K0.01%-99513F-HRTimeline
Whelan Financial10,200$236K0.09%-26113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,149$235K0.01%-1,35913F-HRTimelineGroup
Smartleaf Asset Management LLC10,178$235K0.02%new13F-HRTimeline
Cannon Financial Strategists, Inc.10,134$235K0.04%013F-HRTimeline
Talisman Wealth Advisors LLC10,103$234K0.24%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,020$232K0.02%-1,43813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS10,001$232K0.11%+19813F-HRTimeline
Elgethun Capital Management10,000$232K0.05%new13F-HRTimeline
Caliber Wealth Management, LLC / KS9,987$231K0.03%13F-HRTimeline
Quantum Capital Management, LLC / NJ9,963$231K0.02%+25813F-HRTimeline
MidAtlantic Capital Management, Inc.9,944$230K0.18%-1813F-HRTimeline
Professional Financial Advisors, LLC9,865$228K0.06%new13F-HRTimeline
SAGE FINANCIAL GROUP INC9,652$224K0.02%new13F-HRTimeline
Cardinal Point Capital Management ULC9,606$222K0.02%new13F-HRTimeline
Maple Capital Management, Inc.9,549$221K0.02%-64513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/9,516$220K0.01%-61213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC9,456$217K0.1%new13F-HRTimeline
PSI Advisors, LLC9,270$215K0.07%+1,03413F-HRTimeline
Magnus Financial Group LLC9,241$214K0.02%new13F-HRTimeline
High Falls Advisors, Inc9,210$213K0.05%new13F-HRTimeline
Burns Matteson Capital Management, LLC9,174$212K0.11%+713F-HRTimeline
Simplicity Wealth,LLC9,141$212K0.02%new13F-HRTimeline
SRH ADVISORS, LLC9,106$211K0.07%013F-HRTimeline
Exchange Capital Management, Inc.9,058$210K0.03%-10,87413F-HRTimeline
SCS Capital Management LLC8,954$207K<0.01%new13F-HR/ATimeline
Kaizen Financial Strategies8,860$205K0.12%-49,43413F-HRTimeline
Prospera Financial Services Inc8,844$205K<0.01%-5613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,849$205K0.02%-20613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,817$204K0.02%-6113F-HRTimelineGroup
Index Fund Advisors, Inc.8,743$202K0.01%-1,24513F-HRTimeline
Parkside Financial Bank & Trust8,706$202K0.03%+6213F-HRTimeline
ORG Partners LLC8,603$199K0.05%-8,71613F-HRTimeline
FMR LLCin group FMR LLC8,023$186K<0.01%+5,82613F-HRTimelineGroup
Prestige Wealth Management Group LLC7,694$178K0.04%+1,58413F-HR/ATimeline
Evolution Advisers, Inc.7,636$176K0.09%013F-HRTimeline
Investors Research Corp7,094$164K0.04%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,900$159K0.03%-43013F-HRTimeline
Davis Capital Management6,771$157K0.13%+34913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,640$154K<0.01%+3513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc6,500$148K0.05%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP6,015$139K0.02%013F-HRTimeline
Front Row Advisors LLC5,838$135K0.05%+113F-HRTimeline
AdvisorNet Financial, Inc5,333$124K0.01%+55913F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,283$122K<0.01%-5,47613F-HRTimeline
Wagner Wealth Management, LLC5,276$122K0.03%+73313F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors5,238$121K0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC5,064$117K0.01%+29113F-HRTimeline
New Millennium Group LLC5,001$116K0.08%+3,34213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,976$115K<0.01%new13F-HRTimeline
Bullock Wealth Management Group4,651$108K0.06%-1913F-HRTimeline
New Republic Capital, LLC4,507$104K0.05%+2,56913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,405$102K<0.01%+3613F-HRTimelineGroup
Accredited Wealth Management, LLC4,287$99.3K0.08%+213F-HRTimeline
Capital Investment Advisory Services, L…4,202$97.3K0.01%013F-HRTimeline
Granite Investment Partners, LLC3,780$87.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,717$86.1K0.01%013F-HRTimeline
Robinswood Financial LLC3,455$80K0.03%+113F-HRTimeline
Steward Partners Investment Advisory, L…3,362$77.9K<0.01%013F-HRTimeline
COMERICA BANK3,161$73.2K<0.01%-12,37513F-HRTimeline
Stephens Consulting, LLC3,072$71.1K0.02%013F-HRTimeline
Clearstead Advisors, LLC2,957$68.5K<0.01%+1213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,930$67.9K<0.01%+2,66513F-HRTimelineGroup
Allworth Financial LP2,691$61.9K<0.01%-4,56413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,650$61.4K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,638$61.1K0.02%+1613F-HRTimeline
Main Street Group, LTD2,486$57.6K0.02%-9013F-HRTimeline
SIERRA OCEAN, LLC2,378$55.1K0.04%013F-HRTimeline
Bristlecone Advisors, LLC2,354$54.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,250$52.1K<0.01%-4,80613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,166$49.2K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,004$46.4K<0.01%-5213F-HRTimeline
Financial Management Professionals, Inc.1,564$36.2K<0.01%013F-HRTimeline
Hurley Capital, LLC1,556$36K0.03%-4,34013F-HRTimeline
Winthrop Capital Management, LLC1,536$36K0.01%013F-HRTimeline
Legacy Bridge, LLC1,530$35.4K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,526$35.3K0.01%-10513F-HRTimeline
BLAIR WILLIAM & CO/IL1,384$32.1K<0.01%+17013F-HRTimeline
Sound Income Strategies, LLC1,282$29.7K<0.01%-2,22413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,250$28.9K0.01%013F-HRTimeline
Parallel Advisors, LLC1,230$28.5K<0.01%-16413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,198$27.7K<0.01%013F-HRTimeline
Archer Investment Corp1,105$25.6K0.01%+213F-HRTimeline
Tower View Wealth Management LLC1,035$24K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL964$22.3K0.01%+613F-HRTimeline
Rosenberg Matthew Hamilton934$21.6K0.01%013F-HRTimeline
DecisionPoint Financial, LLC840$19.5K0.01%new13F-HRTimeline
Heritage Wealth Advisors717$16.6K<0.01%+1313F-HRTimeline
BOKF, NAin group BOKF, NA700$16.2K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC677$15.7K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC650$15.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.641$14.8K<0.01%-47513F-HRTimeline
MONTAG A & ASSOCIATES INC564$13.1K<0.01%+413F-HRTimeline
Costello Asset Management, INC547$12.7K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/534$12.4K<0.01%-2613F-HRTimelineGroup
Lord & Richards Wealth Management, LLC524$12.1K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV520$12K<0.01%+37613F-HRTimeline
Rossby Financial, LCC487$11.2K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…483$11.2K<0.01%+11313F-HRTimelineGroup
Cordant, Inc.455$10.5K0.01%013F-HRTimeline
NorthRock Partners, LLC432$10K<0.01%-57913F-HRTimeline