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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

625 managers (630 13F filers) reported a position in SCHZ shares at 2025-09-30, 166,587,461 shares in all. 46 filers opened a position and 59 filers sold out during the quarter.

Managers
625
13F filers
630
New
46
Added
275
Reduced
231
Sold out
59
Shares held by filers
166,587,461

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SAX WEALTH ADVISORS, LLC19,302$453K0.02%+1,25913F-HRTimeline
FINANCIAL CONSULATE, INC19,168$450K0.06%-413F-HRTimeline
Pure Financial Advisors, LLC19,078$448K0.01%013F-HRTimeline
Bowman & Co S.C.19,071$448K0.19%+13513F-HRTimeline
RBA Wealth Management, LLC19,041$447K0.15%+1,39813F-HRTimeline
WealthPlan Investment Management, LLC18,876$443K0.03%-1,60913F-HRTimeline
Drucker Wealth 3.0, LLC18,836$442K0.08%-4,95213F-HRTimeline
Rothschild Wealth LLC18,762$440K0.1%-2,90813F-HRTimeline
Ethos Financial Group, LLC18,653$438K0.03%-7,02513F-HRTimeline
Fulcrum Equity Management18,547$435K0.44%+2,20513F-HRTimeline
Versant Capital Management, Inc18,385$431K0.06%-1,13213F-HRTimeline
One Capital Management, LLC18,240$428K0.01%-3,96013F-HRTimeline
WealthCollab, LLC18,047$424K0.2%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,025$400K0.01%+36713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.16,877$396K0.02%+39813F-HRTimeline
ASPIRIANT, LLC16,828$395K0.01%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC16,778$394K0.14%+31013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…16,675$391K0.18%new13F-HRTimeline
Joule Financial, LLC16,653$391K0.12%-30613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,504$388K<0.01%-41,79513F-HRTimelineGroup
Courage Miller Partners, LLC16,518$388K0.12%+5213F-HRTimeline
Meridian Wealth Partners, LLC16,481$387K0.05%-12,65113F-HRTimeline
Fermata Advisors, LLC16,252$381K0.1%013F-HRTimeline
Lansing Street Advisors16,007$376K0.1%-33813F-HRTimeline
Claro Advisors Inc.15,703$369K0.05%-1,81413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,645$367K<0.01%-6,11513F-HRTimeline
Syntegra Private Wealth Group, LLC15,596$366K0.03%-6713F-HRTimeline
Walker Financial Services, Inc.15,534$365K0.14%-1,64413F-HRTimeline
Portside Wealth Group, LLC15,444$362K0.05%-6613F-HRTimeline
Alley Investment Management Company, LLC15,402$361K0.04%+48513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC15,196$357K0.07%+1,28813F-HRTimeline
Oregon Pacific Wealth Management, LLC15,083$354K0.31%-1,51413F-HRTimeline
Cooper Financial Group15,018$352K0.04%-2,80013F-HRTimeline
Kingsview Wealth Management, LLC14,875$349K0.01%-3,50413F-HRTimeline
Northwest Capital Management Inc14,870$349K0.37%-35,36513F-HRTimeline
SWMG, LLC14,627$346K0.1%-1,22313F-HRTimeline
Legacy Edge Advisors, LLC14,687$345K0.04%013F-HRTimeline
Note Advisors, LLC14,647$344K0.2%-42113F-HRTimeline
NOVEM GROUP14,609$343K0.04%-26713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,550$341K0.06%013F-HRTimelineGroup
Midwest Heritage Bank, FSB14,540$341K0.12%+1613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,522$341K0.11%-40,49513F-HRTimeline
B. Riley Wealth Advisors, Inc.14,498$340K0.02%+1,30613F-HRTimeline
BURNS J W & CO INC/NY14,000$329K0.04%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,978$328K<0.01%-18913F-HRTimelineGroup
MN Wealth Advisors, LLC13,898$326K0.17%+24513F-HRTimeline
BRIGHTON JONES LLC13,866$325K0.01%-61213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding13,715$322K-10,548Timeline
Keebeck Wealth Management13,660$321K0.04%+1,53213F-HRTimeline
United Financial Planning Group LLC13,622$320K0.2%13F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV13,497$317K0.06%013F-HRTimeline
Brand Asset Management Group, Inc.13,350$313K0.09%-8,62913F-HRTimeline
Partners in Financial Planning13,118$308K0.05%+13213F-HRTimeline
Grey Ledge Advisors, LLC13,008$305K0.07%+42113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,913$303K0.01%+2113F-HRTimeline
Burk Holdings LLC12,871$302K0.16%013F-HRTimeline
REGIMEN WEALTH, LLC12,779$300K0.09%+12913F-HRTimeline
Lewis Asset Management, LLC12,652$297K0.12%-1,94413F-HRTimeline
HORAN Wealth, LLC12,540$294K0.05%+78513F-HRTimeline
WEALTH ALLIANCE, LLC12,511$294K0.03%-2,60813F-HRTimeline
FLC Capital Advisors12,505$293K0.06%-8,77213F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,438$292K0.02%+12613F-HRTimeline
Per Stirling Capital Management, LLC.12,380$291K0.03%+3213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS12,273$288K0.11%+25713F-HRTimeline
VestGen Advisors, LLC12,273$288K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,184$286K<0.01%new13F-HRTimeline
MKD WEALTH COACHES, LLC12,096$284K0.28%+33213F-HRTimeline
D.B. Root & Company, LLC12,037$283K0.07%-1,68413F-HRTimeline
Diversified Investment Strategies, LLC12,020$282K0.18%013F-HRTimeline
Dynamic Advisor Solutions LLC11,823$277K0.01%+1013F-HRTimeline
Accelerate Investment Advisors LLC11,816$277K0.19%-49613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,756$276K0.02%new13F-HRTimeline
World Investment Advisors11,596$272K0.01%-4,14813F-HRTimeline
Vise Technologies, Inc.11,555$271K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC11,459$270K0.01%+35813F-HR/ATimeline
Murphy & Mullick Capital Management Corp11,492$270K0.2%013F-HRTimeline
Waterloo Capital, L.P.11,462$269K0.02%+1,55313F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,430$268K0.1%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT11,172$262K<0.01%-8,01613F-HRTimeline
Acorn Wealth Advisors, LLC11,086$260K0.08%+1,43813F-HRTimeline
Talisman Wealth Advisors LLC10,984$258K0.21%+83713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC10,980$258K0.18%+40013F-HRTimeline
Northstar Financial Companies, Inc.10,879$255K0.24%new13F-HRTimeline
Souders Financial Advisors10,847$255K0.03%+113F-HRTimeline
NewEdge Advisors, LLC10,813$254K<0.01%-1,61913F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…10,731$252K0.05%+10813F-HRTimeline
Aptus Capital Advisors, LLC10,671$250K<0.01%+45613F-HRTimeline
J.W. COLE ADVISORS, INC.10,644$250K<0.01%new13F-HRTimeline
GS Investments, Inc.10,608$249K0.12%-10013F-HRTimeline
Opes Wealth Management LLC10,577$248K0.04%+22313F-HRTimeline
GTS SECURITIES LLC10,564$248K0.01%-11,05813F-HRTimeline
PFG Investments, LLC10,465$246K0.01%-29813F-HRTimeline
Quantum Capital Management, LLC / NJ10,171$239K0.03%-18913F-HRTimeline
Cannon Financial Strategists, Inc.10,134$238K0.03%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…10,100$237K0.01%-90013F-HRTimeline
ORG Partners LLC10,051$236K0.04%+72913F-HRTimeline
Parkshore Wealth Management, Inc.10,014$235K0.1%+613F-HRTimeline
MidAtlantic Capital Management, Inc.9,901$232K0.16%-4313F-HRTimeline
Professional Financial Advisors, LLC9,789$230K0.05%new13F-HRTimeline
Tiller Private Wealth, Inc.9,744$229K0.08%013F-HRTimeline
Caliber Wealth Management, LLC / KS9,740$229K0.03%+28913F-HRTimeline
Newman Dignan & Sheerar, Inc.9,637$226K0.05%+5913F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,547$224K0.02%-4013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL9,451$222K<0.01%-97013F-HRTimeline
Keystone Financial Group, Inc.9,439$222K0.12%-2,80713F-HRTimeline
PSI Advisors, LLC9,288$218K0.06%-1,82513F-HRTimeline
Principia Wealth Advisory, LLC9,270$218K0.16%new13F-HRTimeline
MANCHESTER FINANCIAL INC9,231$217K0.04%-1,19913F-HRTimeline
Whelan Financial9,218$216K0.07%-2213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,158$215K<0.01%new13F-HRTimelineGroup
SCS Capital Management LLC9,138$214K<0.01%+9213F-HRTimeline
SRH ADVISORS, LLC9,106$214K0.06%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,102$214K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC8,982$211K0.01%new13F-HRTimeline
Black Diamond Financial, LLC8,892$209K0.02%+13013F-HRTimeline
Maple Capital Management, Inc.8,889$209K0.01%-3013F-HRTimeline
Parkside Financial Bank & Trust8,885$209K0.02%+9013F-HRTimeline
Visionary Wealth Advisors8,882$208K0.01%new13F-HRTimeline
Burns Matteson Capital Management, LLC8,801$207K0.09%-40013F-HRTimeline
KELLY FINANCIAL GROUP LLC8,701$204K0.05%-19213F-HRTimeline
PINNACLE ASSOCIATES LTD8,636$203K<0.01%new13F-HRTimeline
Evolution Advisers, Inc.7,636$179K0.08%013F-HRTimeline
Prestige Wealth Management Group LLC7,318$172K0.03%-20813F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC7,120$167K0.03%+22013F-HRTimeline
Investors Research Corp7,094$166K0.03%013F-HRTimeline
Davis Capital Management6,453$151K0.1%13F-HRTimeline
AdvisorNet Financial, Inc6,451$151K0.01%+20913F-HRTimeline
Steward Partners Investment Advisory, L…5,998$141K<0.01%+1,29313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,706$134K<0.01%+18213F-HRTimelineGroup
Evensky & Katz LLC5,681$133K0.01%+5813F-HRTimeline
Stephens Consulting, LLC5,452$128K0.04%+2,34513F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors5,240$123K0.01%013F-HRTimelineGroup
Front Row Advisors LLC5,147$121K0.04%-41113F-HRTimeline
New Millennium Group LLC4,760$112K0.05%-24113F-HRTimeline
CoreCap Advisors, LLC4,227$99.2K<0.01%-69513F-HRTimeline
FMR LLCin group FMR LLC4,182$98.2K<0.01%-2,74713F-HRTimelineGroup
New Republic Capital, LLC4,053$95.1K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP4,045$94.9K0.01%013F-HRTimeline
Bullock Wealth Management Group3,785$88.8K0.04%+1,41613F-HRTimeline
Granite Investment Partners, LLC3,780$88.7K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,717$87.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,657$85.8K<0.01%-1313F-HRTimelineGroup
WFA of San Diego, LLC3,576$83.9K0.06%-213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,545$83.2K<0.01%+12413F-HRTimelineGroup
Clearstead Advisors, LLC3,366$79K<0.01%+1813F-HRTimeline
Accredited Wealth Management, LLC15,699$77.2K0.06%+11,41013F-HRTimeline
Robinswood Financial LLC3,220$75.6K0.03%-9113F-HRTimeline
Geneos Wealth Management Inc.3,196$75K<0.01%013F-HRTimeline
COMERICA BANK3,056$71.7K<0.01%-2313F-HRTimeline
Cape Investment Advisory, Inc.3,045$71.5K0.07%+3,04213F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,006$70.6K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,653$62.3K0.06%-49213F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,650$62.2K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,327$54.6K0.02%-50513F-HRTimeline
SIGNATUREFD, LLC2,250$52.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,104$49.4K<0.01%+2813F-HRTimeline
Allworth Financial LP2,071$48.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,957$45.9K<0.01%-7513F-HRTimelineGroup
Main Street Group, LTD1,882$44.2K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,640$38.5K<0.01%-7,66413F-HRTimelineGroup
Financial Management Professionals, Inc.1,564$36.7K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,536$36K0.01%013F-HRTimeline
Legacy Bridge, LLC1,530$35.9K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,474$34.6K0.01%-6113F-HRTimeline
Bernard Wealth Management Corp.1,306$30.7K0.01%new13F-HRTimeline
Cloud Capital Management, LLC1,280$30K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,250$29.3K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,198$28.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,172$27.5K0.06%+1,05113F-HRTimeline
Decker Retirement Planning Inc.1,110$26.1K0.01%new13F-HRTimeline
Rossby Financial, LCC1,077$25.2K0.01%+59013F-HRTimeline
Hurley Capital, LLC1,000$23.5K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton930$21.8K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL876$20.6K0.01%-9613F-HRTimeline
Heritage Wealth Advisors720$16.9K<0.01%+213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…710$16.7K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN702$16.5K<0.01%-4,70213F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC682$16K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC677$15.9K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC650$15.3K0.01%013F-HRTimeline
Westside Investment Management, Inc.641$15K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…582$13.7K<0.01%-11213F-HRTimeline
MONTAG A & ASSOCIATES INC576$13.5K<0.01%-3913F-HRTimeline
American Capital Advisory, LLC552$13K0.01%-14,10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/534$12.5K<0.01%013F-HRTimelineGroup
MOTCO517$12.1K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…513$12K<0.01%+2813F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV493$11K<0.01%+513F-HRTimeline
Cordant, Inc.455$10.7K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC389$9.13K0.01%013F-HRTimeline
Sachetta, LLC328$7.69K<0.01%+413F-HRTimeline
Cheviot Value Management, LLC287$6.81K<0.01%+113F-HRTimeline
Archer Investment Corp273$6.4K<0.01%+313F-HRTimeline
Strategic Advocates LLC268$6.29K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC267$6.25K<0.01%013F-HRTimeline
Palouse Capital Management, Inc.264$6.2K<0.01%013F-HRTimeline
Kings Path Partners LLC243$5.7K<0.01%+24113F-HRTimeline
Glass Jacobson Investment Advisors llc222$5.21K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO219$5.14K<0.01%013F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC200$4.69K<0.01%013F-HRTimeline