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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

643 managers (648 13F filers) reported a position in SCHZ shares at 2025-06-30, 163,740,487 shares in all. 41 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
648
New
41
Added
226
Reduced
294
Sold out
44
Shares held by filers
163,740,487

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SAWGRASS ASSET MANAGEMENT LLC20,602$479K0.05%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC20,527$477K0.01%013F-HRTimeline
WealthPlan Investment Management, LLC20,485$476K0.03%new13F-HRTimeline
ONE Advisory Partners, LLC20,224$466K0.16%+82513F-HRTimeline
WEALTHGARDEN F.S. LLC19,724$456K0.38%-1,59313F-HRTimeline
Values Added Financial LLC19,541$454K0.22%-102,50613F-HRTimeline
Versant Capital Management, Inc19,517$454K0.07%-2913F-HRTimeline
RETIREMENT GUYS FORMULA LLC19,481$453K0.17%-10813F-HRTimeline
Wedmont Private Capital19,610$452K0.02%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,188$446K<0.01%-26913F-HRTimeline
FINANCIAL CONSULATE, INC19,172$446K0.09%-2,29013F-HRTimeline
Pure Financial Advisors, LLC19,078$443K0.01%-4,79813F-HRTimeline
Hardin Capital Partners, LLC19,116$443K0.26%-39613F-HRTimeline
Parallel Advisors, LLC19,013$442K0.01%+17,78313F-HRTimeline
Bowman & Co S.C.18,936$440K0.2%-62313F-HRTimeline
Martin Worley Group18,799$437K0.21%-24813F-HRTimeline
Sculati Wealth Management, LLC18,603$432K0.16%new13F-HRTimeline
Kingsview Wealth Management, LLC18,379$427K0.01%+28613F-HRTimeline
WealthCollab, LLC18,047$419K0.24%013F-HRTimeline
SAX WEALTH ADVISORS, LLC18,043$419K0.03%+2,36313F-HRTimeline
Cooper Financial Group17,818$414K0.05%-82,46013F-HRTimeline
RBA Wealth Management, LLC17,643$410K0.15%+49113F-HRTimeline
Claro Advisors Inc.17,517$407K0.07%+6,11313F-HRTimeline
FDx Advisors, Inc.17,362$403K0.12%-1,00113F-HRTimeline
Walker Financial Services, Inc.17,178$399K0.18%+10013F-HRTimeline
Joule Financial, LLC16,959$394K0.13%-69913F-HRTimeline
ASPIRIANT, LLC16,828$391K0.01%-52813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,658$387K0.01%-13,70513F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC16,597$386K0.37%+1,41013F-HRTimeline
CENTAURUS FINANCIAL, INC.16,479$383K0.02%-2,27713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,468$383K0.15%-40213F-HRTimeline
Courage Miller Partners, LLC16,466$383K0.12%013F-HRTimeline
Lansing Street Advisors16,345$380K0.11%+44713F-HRTimeline
Fulcrum Equity Management16,342$380K0.39%-2,92513F-HRTimeline
Fermata Advisors, LLC16,252$378K0.1%-2,17013F-HRTimeline
World Investment Advisors15,744$366K0.01%-15,78113F-HRTimeline
SWMG, LLC15,850$365K0.12%-1,12013F-HRTimeline
Syntegra Private Wealth Group, LLC15,663$364K0.04%-1,95913F-HRTimeline
Portside Wealth Group, LLC15,510$360K0.05%-13813F-HRTimeline
WEALTH ALLIANCE, LLC15,119$351K0.04%-4,24013F-HRTimeline
Note Advisors, LLC15,068$350K0.24%-70613F-HRTimeline
Alley Investment Management Company, LLC14,917$347K0.04%+11713F-HRTimeline
NOVEM GROUP14,876$346K0.04%+2,60713F-HRTimeline
Legacy Edge Advisors, LLC14,687$341K0.05%-5713F-HRTimeline
American Capital Advisory, LLC14,652$341K0.17%013F-HRTimeline
Lewis Asset Management, LLC14,596$339K0.16%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,550$338K0.06%013F-HRTimelineGroup
Midwest Heritage Bank, FSB14,524$338K0.13%+62113F-HRTimeline
BRIGHTON JONES LLC14,478$336K0.01%+30913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,167$329K<0.01%+15713F-HRTimelineGroup
Compound Planning, Inc.14,064$327K0.01%+2,19113F-HRTimeline
BURNS J W & CO INC/NY14,000$325K0.04%-38413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC13,908$323K0.07%new13F-HRTimeline
D.B. Root & Company, LLC13,721$319K0.09%-3,48113F-HRTimeline
MN Wealth Advisors, LLC13,653$317K0.18%new13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV13,497$314K0.06%+26813F-HRTimeline
L.M. KOHN & COMPANY13,435$312K0.08%+1,66913F-HRTimeline
Worth Asset Management, LLC13,361$311K0.15%-94913F-HRTimeline
B. Riley Wealth Advisors, Inc.13,192$307K0.01%-18,22113F-HRTimeline
Partners in Financial Planning12,986$302K0.06%+13213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,892$300K0.01%-5,65613F-HRTimeline
Burk Holdings LLC12,871$299K0.19%013F-HRTimeline
REGIMEN WEALTH, LLC12,650$294K0.09%+12813F-HRTimeline
Grey Ledge Advisors, LLC12,587$293K0.07%-4,09213F-HRTimeline
NewEdge Advisors, LLC12,432$289K<0.01%-29213F-HRTimeline
Per Stirling Capital Management, LLC.12,348$287K0.04%-22213F-HRTimeline
Accelerate Investment Advisors LLC12,312$286K0.21%-1,01613F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,312$286K0.02%+12513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,262$285K0.01%-2,78613F-HRTimelineGroup
Keebeck Wealth Management12,128$282K0.04%-84613F-HRTimeline
Keystone Financial Group, Inc.12,246$281K0.18%+83513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,024$279K<0.01%new13F-HRTimelineGroup
Diversified Investment Strategies, LLC12,020$279K0.19%-54013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS12,016$279K0.12%+2,01513F-HRTimeline
Dynamic Advisor Solutions LLC11,813$275K0.01%-1,64213F-HRTimeline
MKD WEALTH COACHES, LLC11,764$273K0.29%+33013F-HRTimeline
HORAN Wealth, LLC11,755$273K0.08%13F-HRTimeline
Certus Wealth Management, LLC11,571$269K0.17%-69313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,430$266K0.1%013F-HRTimeline
Murphy & Mullick Capital Management Corp11,492$265K0.22%-2,67413F-HRTimeline
PSI Advisors, LLC11,113$258K0.13%+1,84313F-HRTimeline
HBK Sorce Advisory LLC11,101$258K0.01%-7,16013F-HRTimeline
Western Wealth Management, LLC11,029$256K0.02%-5,21813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…11,000$256K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC10,956$255K0.01%013F-HRTimeline
Souders Financial Advisors10,846$252K0.03%-9813F-HRTimeline
PFG Investments, LLC10,763$250K0.01%new13F-HRTimeline
Steele Capital Management, Inc.10,757$250K0.01%013F-HRTimeline
GS Investments, Inc.10,708$249K0.11%-2,64013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…10,623$247K0.05%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC10,580$246K0.21%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.10,440$243K0.03%new13F-HRTimeline
MANCHESTER FINANCIAL INC10,430$242K0.05%-2,45213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL10,421$242K0.01%+18013F-HRTimeline
Quantum Capital Management, LLC / NJ10,360$241K0.03%+39713F-HRTimeline
Opes Wealth Management LLC10,354$241K0.04%-3,24013F-HRTimeline
Aptus Capital Advisors, LLC10,215$237K<0.01%-6,99013F-HRTimeline
Talisman Wealth Advisors LLC10,147$236K0.22%+4413F-HRTimeline
Cannon Financial Strategists, Inc.10,134$236K0.04%013F-HRTimeline
Kaizen Financial Strategies10,060$234K0.12%+1,20013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,036$233K<0.01%new13F-HR/ATimelineGroup
RFG Advisory, LLC10,012$233K0.01%new13F-HRTimeline
Parkshore Wealth Management, Inc.10,008$233K0.11%-1,54213F-HRTimeline
Elgethun Capital Management10,000$232K0.05%013F-HRTimeline
MidAtlantic Capital Management, Inc.9,944$231K0.16%013F-HRTimeline
Waterloo Capital, L.P.9,909$230K0.02%-1,57113F-HRTimeline
Tiller Private Wealth, Inc.9,744$227K0.09%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/9,724$226K0.01%+20813F-HRTimeline
Acorn Wealth Advisors, LLC9,648$224K0.08%-1,57213F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,587$223K0.02%-43313F-HRTimeline
Newman Dignan & Sheerar, Inc.9,578$223K0.05%-6,53613F-HRTimeline
Caliber Wealth Management, LLC / KS9,451$220K0.02%-53613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,304$216K<0.01%+6,37413F-HRTimelineGroup
ORG Partners LLC9,322$216K0.05%+71913F-HRTimeline
Texas Yale Capital Corp.9,268$215K0.01%-1,50013F-HRTimeline
Whelan Financial9,240$215K0.08%-96013F-HRTimeline
Burns Matteson Capital Management, LLC9,201$214K0.1%+2713F-HRTimeline
SRH ADVISORS, LLC9,106$212K0.06%013F-HRTimeline
SCS Capital Management LLC9,046$210K<0.01%+9213F-HRTimeline
Prospera Financial Services Inc9,024$210K<0.01%+18013F-HRTimeline
Maple Capital Management, Inc.8,919$207K0.01%-63013F-HRTimeline
KELLY FINANCIAL GROUP LLC8,893$207K0.06%new13F-HRTimeline
Index Fund Advisors, Inc.8,832$205K0.01%+8913F-HRTimeline
Keystone Global Partners, LLC8,806$205K0.11%-3,11613F-HRTimeline
Parkside Financial Bank & Trust8,795$204K0.02%+8913F-HRTimeline
Black Diamond Financial, LLC8,762$204K0.03%new13F-HRTimeline
Fisher Asset Management, LLC8,722$203K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,128$188K0.06%-1,32813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,985$186K0.01%-86413F-HRTimeline
Evolution Advisers, Inc.7,636$177K0.09%013F-HRTimeline
Prestige Wealth Management Group LLC7,526$175K0.04%-16813F-HR/ATimeline
Arax Advisory Partners7,339$171K0.01%+6,93013F-HRTimeline
Investors Research Corp7,094$165K0.03%013F-HRTimeline
FMR LLCin group FMR LLC6,929$161K<0.01%-1,09413F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC6,900$160K0.03%013F-HRTimeline
AdvisorNet Financial, Inc6,242$145K0.01%+90913F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC6,099$142K0.02%new13F-HRTimeline
Evensky & Katz LLC5,623$131K0.01%-6,44613F-HRTimeline
Front Row Advisors LLC5,558$129K0.04%-28013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,524$128K<0.01%-1,11613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,404$126K<0.01%+4,97713F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors5,240$122K0.01%+213F-HRTimelineGroup
New Millennium Group LLC5,001$116K0.06%013F-HRTimeline
CoreCap Advisors, LLC4,922$114K<0.01%-14213F-HRTimeline
Steward Partners Investment Advisory, L…4,705$109K<0.01%+1,34313F-HRTimeline
Accredited Wealth Management, LLC4,289$99.7K0.08%+213F-HRTimeline
New Republic Capital, LLC4,053$94.2K0.03%-45413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,045$94K0.01%-1,97013F-HRTimeline
Granite Investment Partners, LLC3,780$87.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,717$86.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,670$85.3K<0.01%+3,39013F-HRTimelineGroup
WFA of San Diego, LLC3,578$83.2K0.06%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,421$79.5K<0.01%-98413F-HRTimelineGroup
Clearstead Advisors, LLC3,348$77.8K<0.01%+39113F-HRTimeline
Robinswood Financial LLC3,311$77K0.03%-14413F-HRTimeline
Traub Capital Management LLC3,271$76K0.07%13F-HRTimeline
Geneos Wealth Management Inc.3,196$74.3K<0.01%-37,16313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,145$73.1K0.09%13F-HRTimeline
Stephens Consulting, LLC3,107$72.2K0.02%+3513F-HRTimeline
COMERICA BANK3,079$71.6K<0.01%-8213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,832$65.8K0.02%+19413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,650$61.6K<0.01%013F-HR/ATimelineGroup
SIERRA OCEAN, LLC2,378$55.3K0.04%013F-HRTimeline
Bullock Wealth Management Group2,369$54.8K0.03%-2,28213F-HRTimeline
Bristlecone Advisors, LLC2,354$54.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,250$52.3K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,076$48.2K<0.01%+7213F-HR/ATimeline
Allworth Financial LP2,071$48.1K<0.01%-62013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,032$47.2K<0.01%-13413F-HRTimelineGroup
Main Street Group, LTD1,882$43.7K0.01%-60413F-HRTimeline
BLAIR WILLIAM & CO/IL1,712$39.8K<0.01%+32813F-HRTimeline
Financial Management Professionals, Inc.1,564$36.3K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,536$36K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,535$35.7K0.01%+913F-HRTimeline
Legacy Bridge, LLC1,530$35.6K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,250$29.1K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,198$27.8K<0.01%013F-HRTimeline
Hurley Capital, LLC1,000$23.2K0.02%-55613F-HRTimeline
Strategic Investment Solutions, Inc. /IL972$22.6K0.01%+813F-HRTimeline
Rosenberg Matthew Hamilton930$21.6K0.01%-413F-HRTimeline
Heritage Wealth Advisors718$16.7K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…694$16.1K<0.01%-3,50813F-HRTimeline
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$14.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC615$14.3K<0.01%+5113F-HRTimeline
Wagner Wealth Management, LLC575$13.4K<0.01%-4,70113F-HRTimeline
Costello Asset Management, INC551$12.8K<0.01%+413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/534$12.4K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC487$11.3K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…485$11.3K<0.01%+213F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV488$11K<0.01%-3213F-HRTimeline
Cordant, Inc.455$10.6K0.01%013F-HRTimeline
Cornerstone Planning Group LLC395$9.17K<0.01%+213F-HRTimeline
ATMOS ADVISORY, LLC389$9.04K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …376$8.74K<0.01%13F-HRTimelineGroup
Sachetta, LLC324$7.54K<0.01%+23213F-HRTimeline
Sound Income Strategies, LLC306$7.11K<0.01%-97613F-HRTimeline
AMERIFLEX GROUP, INC.306$7.1K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP290$6.72K<0.01%13F-HRTimeline