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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

667 managers (673 13F filers) reported a position in SCHZ shares at 2026-03-31, 184,055,981 shares in all. 49 filers opened a position and 40 filers sold out during the quarter.

Managers
667
13F filers
673
New
49
Added
333
Reduced
210
Sold out
40
Shares held by filers
184,055,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
RBA Wealth Management, LLC21,562$501K0.18%+16713F-HRTimeline
Vise Technologies, Inc.21,177$495K0.01%013F-HRTimeline
Haven Private, LLC21,234$493K0.21%+613F-HRTimeline
Pinion Investment Advisors, LLC21,120$490K0.11%new13F-HRTimeline
Kelman-Lazarov, Inc.21,103$490K0.07%+25813F-HRTimeline
Midwest Capital Advisors, LLC20,982$487K0.23%-59,53513F-HRTimeline
New Harbor Financial Group, LLC20,900$485K0.09%013F-HRTimeline
Ridgeline Wealth, LLC20,888$485K0.35%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC20,720$481K<0.01%new13F-HRTimeline
RCW Management, LLC20,609$479K0.49%013F-HRTimeline
FLOW TRADERS U.S. LLC20,575$478K0.02%new13F-HRTimeline
Balboa Wealth Partners20,426$474K0.08%013F-HRTimeline
WEALTHGARDEN F.S. LLC20,218$469K0.32%+32413F-HRTimeline
Marks Group Wealth Management, Inc20,124$467K0.05%new13F-HRTimeline
TrustWell Financial Advisors, LLC19,988$464K0.44%+15013F-HRTimeline
Western Wealth Management, LLC19,954$463K0.02%+11,22713F-HR/ATimeline
Hardin Capital Partners, LLC19,940$463K0.21%+3413F-HRTimeline
LongView Wealth Management19,753$461K0.12%new13F-HRTimeline
FDx Advisors, Inc.19,632$456K0.15%+4613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC19,636$456K0.11%+7,91913F-HRTimeline
Wedmont Private Capital19,610$456K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,566$454K-615Timeline
Advisor OS, LLCin group Advisor OS, LLC19,497$453K0.03%-198,78013F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC19,441$451K0.72%-365,70113F-HRTimeline
Fermata Advisors, LLC19,325$449K0.1%+3,07313F-HRTimeline
BEACON FINANCIAL GROUP19,292$448K0.04%+9513F-HRTimeline
ONE Advisory Partners, LLC19,251$447K0.14%-713F-HRTimeline
Cannon Financial Strategists, Inc.19,141$444K0.06%+9,00713F-HRTimeline
FINANCIAL CONSULATE, INC18,718$435K0.05%-65013F-HRTimeline
Rothschild Wealth LLC18,704$434K0.04%-2413F-HRTimeline
SAX WEALTH ADVISORS, LLC18,482$432K0.02%013F-HRTimeline
Fulcrum Equity Management18,254$424K0.41%+17713F-HRTimeline
True North Advisors, LLC18,236$423K0.05%-19,10013F-HRTimeline
Faithward Advisors, LLC18,147$421K0.06%-61213F-HRTimeline
Investment Planning Advisors, Inc.18,070$420K0.12%-3,07613F-HRTimeline
Versant Capital Management, Inc17,968$417K0.04%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…17,884$415K0.29%+17113F-HRTimeline
Bigelow Investment Advisors, LLC17,797$413K0.17%-3,91913F-HRTimeline
One Capital Management, LLC17,740$412K0.01%013F-HRTimeline
Note Advisors, LLC17,580$408K0.2%+2,45813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC17,266$401K0.13%+9713F-HRTimeline
Sequoia Financial Advisors, LLC17,131$398K<0.01%-7,28613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,966$394K0.01%-61113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,867$392K<0.01%-6,40913F-HRTimelineGroup
Pure Financial Advisors, LLC16,853$391K0.01%+8713F-HRTimeline
Gleason Group, Inc.16,828$391K0.04%+6,09413F-HRTimeline
Courage Miller Partners, LLC16,460$382K0.11%013F-HRTimeline
Independent Advisor Alliance16,403$381K<0.01%new13F-HRTimeline
Lansing Street Advisors16,279$378K0.1%+9513F-HRTimeline
Elevation Wealth Management LLC15,900$369K0.34%-4,57913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.15,810$367K0.27%-10713F-HRTimeline
WEALTH ALLIANCE, LLC15,601$362K0.04%+4,09413F-HRTimeline
Kingsview Wealth Management, LLC15,493$360K<0.01%+1,32613F-HRTimeline
Syntegra Private Wealth Group, LLC15,388$357K0.03%+21813F-HRTimeline
Chesley Taft & Associates LLC15,047$349K0.01%+4,17213F-HRTimeline
PSI Advisors, LLC15,006$348K0.08%new13F-HRTimeline
Joule Financial, LLC15,000$348K0.1%-1,38313F-HRTimeline
Belpointe Asset Management LLC14,986$348K0.01%-30,13313F-HRTimeline
Fortis Capital Advisors, LLC14,986$348K0.05%-30,13313F-HRTimeline
ASPIRIANT, LLC14,874$345K0.01%013F-HRTimeline
BRIGHTON JONES LLC14,821$344K0.01%new13F-HR/ATimeline
Alley Investment Management Company, LLC14,774$343K0.04%+36513F-HRTimeline
Daytona Street Capital LLC14,746$342K0.26%+2,06013F-HRTimeline
REGIMEN WEALTH, LLC14,664$340K0.1%+1,71413F-HRTimeline
CENTAURUS FINANCIAL, INC.14,622$340K0.02%+5513F-HRTimeline
TIAAgroup of 2 filers holding14,511$337K+533Timeline
Index Fund Advisors, Inc.14,506$337K0.02%+3,56613F-HRTimeline
B. Riley Wealth Advisors, Inc.14,499$336K0.02%-22513F-HRTimeline
Diversified Investment Strategies, LLC14,395$334K0.21%+20013F-HRTimeline
Daybright Advisory Services, Inc.14,391$334K0.09%+88713F-HRTimeline
NOVEM GROUP14,364$334K0.04%-2013F-HRTimeline
WealthPlan Investment Management, LLC14,216$330K0.02%-2,25113F-HRTimeline
Embree Financial Group14,161$329K0.04%-3,45113F-HRTimeline
BURNS J W & CO INC/NY14,000$325K0.04%013F-HRTimeline
Asset One Wealth Management LLC13,610$317K0.04%+4313F-HRTimeline
Leo Wealth, LLC13,510$314K0.02%+33513F-HRTimeline
Meridian Wealth Partners, LLC13,507$314K0.04%-1,86913F-HRTimeline
Waterloo Capital, L.P.13,422$312K0.02%+1,84913F-HRTimeline
Partners in Financial Planning13,387$311K0.05%+9313F-HRTimeline
Fairway Wealth LLC13,334$310K0.08%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…13,328$309K0.01%-20813F-HRTimelineGroup
Foundations Investment Advisors, LLC13,293$309K<0.01%-136,66613F-HRTimeline
Walker Financial Services, Inc.13,282$308K0.11%+8913F-HRTimeline
MN Wealth Advisors, LLC13,156$305K0.15%-8113F-HRTimeline
Ethos Financial Group, LLC13,104$304K0.02%+1,29813F-HRTimeline
SWMG, LLC13,065$303K0.09%-1,63613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,993$302K0.01%+1613F-HRTimeline
Clearstead Advisors, LLC12,967$301K<0.01%+10513F-HRTimeline
BlackDiamond Wealth Management, LLC12,924$300K0.14%+34313F-HRTimeline
Burk Holdings LLC12,911$300K0.13%013F-HRTimeline
Francis Financial, Inc.12,911$300K0.06%+45213F-HRTimeline
MKD WEALTH COACHES, LLC12,766$296K0.29%+26413F-HRTimeline
WealthCollab, LLC12,698$295K0.12%-14313F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,692$295K0.02%+8813F-HRTimeline
Composition Wealth, LLC12,668$294K<0.01%+6013F-HRTimeline
Meridian Wealth Management, LLC12,613$293K0.01%+1,53013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,332$286K0.13%-7,46613F-HRTimeline
Keebeck Wealth Management12,327$286K0.03%-1,11213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,320$286K-25,268Timeline
Aptus Capital Advisors, LLC12,191$283K<0.01%+1,16613F-HRTimeline
Legacy Edge Advisors, LLC12,186$283K0.03%-1,96713F-HRTimeline
J.E. Simmons & Co., P.C.11,815$274K0.18%013F-HRTimeline
Northstar Financial Companies, Inc.11,773$273K0.22%013F-HRTimeline
Per Stirling Capital Management, LLC.11,765$273K0.03%-4813F-HRTimeline
Grey Ledge Advisors, LLC11,694$272K0.06%+10413F-HRTimeline
Lewis Asset Management, LLC11,469$266K0.11%-35513F-HRTimeline
Accelerate Investment Advisors LLC11,468$266K0.18%-7213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.11,430$265K0.09%013F-HRTimeline
Quantum Capital Management, LLC / NJ11,412$265K0.03%+95013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,292$262K<0.01%-21,10513F-HRTimelineGroup
PFG Investments, LLC11,242$261K0.01%+64113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC11,230$261K0.19%-1,10013F-HRTimeline
Dynamic Advisor Solutions LLC11,174$259K0.01%-62913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP11,104$258K<0.01%+1,86713F-HRTimelineGroup
HORAN Wealth, LLC11,076$257K0.02%+9613F-HRTimeline
TWO SIGMA SECURITIES, LLC11,073$257K0.03%new13F-HRTimeline
Talisman Wealth Advisors LLC11,029$256K0.21%-89013F-HRTimeline
FLC Capital Advisors10,972$255K0.05%-1,39313F-HRTimeline
Regal Investment Advisors LLC10,943$254K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC10,845$252K0.01%-61913F-HRTimeline
Opes Wealth Management LLC10,816$251K0.04%+16913F-HRTimeline
Truepoint, Inc.10,794$251K0.01%new13F-HRTimeline
Caliber Wealth Management, LLC / KS10,768$250K0.03%+82213F-HRTimeline
Oregon Pacific Wealth Management, LLC10,735$249K0.26%-5613F-HRTimeline
Atria Investments, Inc10,726$249K<0.01%+62513F-HRTimeline
GS Investments, Inc.10,608$246K0.14%013F-HRTimeline
WEDBUSH SECURITIES INC10,606$246K0.01%-35013F-HRTimeline
World Investment Advisors10,537$245K<0.01%-1,62113F-HRTimeline
PINNACLE ASSOCIATES LTD10,508$244K<0.01%+2213F-HRTimeline
Acorn Wealth Advisors, LLC10,474$243K0.07%-10513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP10,465$243K0.02%+10,41713F-HRTimelineGroup
Capital Asset Managemnet, LLC10,264$238K0.27%+18413F-HRTimeline
FIRST MANHATTAN CO. LLC.10,232$238K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc10,231$238K0.01%+17513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,985$232K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp9,978$232K0.17%-13213F-HRTimeline
MidAtlantic Capital Management, Inc.9,901$230K0.16%013F-HRTimeline
Newman Dignan & Sheerar, Inc.9,771$227K0.05%+4613F-HRTimeline
Altus Wealth Group LLC9,705$225K0.09%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…9,675$225K0.01%-42513F-HRTimeline
Professional Financial Advisors, LLC9,592$223K0.05%-6513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,568$222K0.07%-1,39513F-HRTimeline
GatePass Capital, LLC9,438$219K0.11%-58013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL9,451$219K<0.01%013F-HRTimeline
Black Diamond Financial, LLC9,332$217K0.02%new13F-HRTimeline
SCS Capital Management LLC9,325$217K<0.01%+6513F-HRTimeline
Whelan Financial9,316$216K0.07%+5713F-HRTimeline
Arax Advisory Partners9,160$213K0.01%+1,00613F-HRTimeline
SRH ADVISORS, LLC9,106$211K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,963$208K<0.01%-21113F-HRTimelineGroup
Parkside Financial Bank & Trust8,935$207K0.02%+6213F-HRTimeline
Alesco Advisors, LLC, An ESL Co8,914$207K0.01%-3,30013F-HRTimeline
Trinity Wealth Management, LLC8,808$205K0.08%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,777$204K0.02%+15413F-HRTimelineGroup
Compound Planning, Inc.8,732$203K0.01%new13F-HRTimeline
Burns Matteson Capital Management, LLC8,626$200K0.08%-4013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC8,378$194K<0.01%-37613F-HRTimeline
Evolution Advisers, Inc.7,636$177K0.07%-1,17413F-HRTimeline
Meramec Financial Planners, LLC7,547$176K0.07%-1,52313F-HRTimeline
Investors Research Corp7,094$165K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC7,026$163K0.01%new13F-HRTimeline
Davis Capital Management6,931$161K0.11%+40513F-HRTimeline
VALLEY NATIONAL ADVISERS INC6,900$160K0.02%013F-HRTimeline
Acumen Wealth Advisors, LLC6,812$158K0.04%013F-HRTimeline
Principia Wealth Advisory, LLC6,601$153K0.09%-7,04513F-HRTimeline
Steward Partners Investment Advisory, L…6,175$143K<0.01%+17713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,812$135K<0.01%+29013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,813$135K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,758$134K<0.01%+4,13513F-HRTimelineGroup
Evensky & Katz LLC5,680$132K0.01%+3913F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors5,240$122K0.01%013F-HRTimelineGroup
Front Row Advisors LLC5,148$120K0.04%013F-HRTimeline
CoreCap Advisors, LLC5,141$119K<0.01%+44113F-HRTimeline
New Republic Capital, LLC4,991$116K0.04%+93813F-HRTimeline
Bell Investment Advisors, Inc4,751$110K0.02%new13F-HRTimeline
Prestige Wealth Management Group LLC4,403$102K0.02%-5,87413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,967$92.1K<0.01%-12113F-HRTimeline
Granite Investment Partners, LLC3,780$87.8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,717$86.3K<0.01%013F-HRTimeline
Bullock Wealth Management Group3,648$84.5K0.04%+1913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,614$83.9K<0.01%+10313F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP3,525$81.9K0.01%-52013F-HRTimeline
United Financial Planning Group LLC3,328$77.3K0.05%-9,25313F-HRTimeline
FMR LLCin group FMR LLC3,306$76.8K<0.01%+61313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,210$74.5K<0.01%-8,01013F-HR/ATimelineGroup
Align Financial, LLC3,178$73.8K0.04%-71,10213F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,077$71.4K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,006$69.8K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.2,998$69.6K<0.01%+24413F-HRTimeline
MCF Advisors LLC2,834$65.8K<0.01%+65213F-HRTimeline
WFA of San Diego, LLC2,710$62.9K0.05%-78113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,650$61.5K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp2,212$51.4K<0.01%+1,86613F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC2,201$51.1K<0.01%new13F-HR/ATimeline
Geneos Wealth Management Inc.2,140$49.7K<0.01%-4813F-HRTimeline
AMERIFLEX GROUP, INC.2,068$48K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,053$47.7K<0.01%-78413F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,039$47.3K0.02%+1313F-HRTimeline
Sachetta, LLC1,818$42.2K0.02%+1,48613F-HRTimeline
SIGNATUREFD, LLC1,788$41.5K<0.01%013F-HRTimeline