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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

665 managers (674 13F filers) reported a position in SCHZ shares at 2026-06-30, 187,191,811 shares in all. 54 filers opened a position and 46 filers sold out during the quarter.

Managers
665
13F filers
674
New
54
Added
326
Reduced
196
Sold out
46
Shares held by filers
187,191,811

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Financial Management Professionals, Inc.1,564$36.2K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,547$35.8K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,540$35.6K0.01%+913F-HRTimeline
Legacy Bridge, LLC1,530$35.4K0.01%013F-HRTimeline
Robinswood Financial LLC1,381$32K0.01%013F-HRTimeline
LGT Financial Advisors LLC1,207$27.9K0.15%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,198$27.7K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,196$27.7K0.01%013F-HRTimeline
Allworth Financial LP1,064$24.6K<0.01%-15213F-HRTimeline
Godfrey Financial Associates, Inc.1,050$24.3K0.02%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,050$24.3K0.02%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC990$22.9K0.02%-20013F-HRTimeline
Rosenberg Matthew Hamilton930$21.5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL902$20.9K<0.01%+913F-HRTimeline
Wagner Wealth Management, LLC784$18.1K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/741$17.1K<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors735$17K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC735$16.8K<0.01%+47513F-HRTimeline
Cordant, Inc.725$16.8K0.01%013F-HRTimeline
UMB Bank, n.a.650$15K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Peachtree Investment Partners, LLC650$15K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC594$13.7K<0.01%+613F-HRTimeline
American Capital Advisory, LLC552$12.8K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors532$12.3K<0.01%-4,70813F-HRTimelineGroup
Caitlin John, LLC467$10.8K0.01%new13F-HRTimeline
ATMOS ADVISORY, LLC437$10.1K0.01%013F-HRTimeline
EPG Wealth Management LLC400$9.25K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.378$8.74K<0.01%+24013F-HRTimeline
Sachetta, LLC364$8.42K<0.01%-1,45413F-HRTimeline
Trust Co347$8.03K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC345$7.98K<0.01%013F-HRTimeline
Main Street Group, LTD296$6.85K<0.01%013F-HRTimeline
Cheviot Value Management, LLC292$6.76K<0.01%+313F-HRTimeline
Cordgrass Capital Advisors, LLC291$6.73K<0.01%-46013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…288$6.64K<0.01%-5,52513F-HRTimeline
Archer Investment Corp281$6.51K<0.01%+313F-HR/ATimeline
Capital Investment Advisory Services, L…242$5.6K<0.01%-28613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO219$5.07K<0.01%013F-HRTimelineGroup
Buck Wealth Strategies, LLC211$4.89K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC200$4.63K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.200$4.6K<0.01%new13F-HRTimeline
Markowski Investments170$3.93K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…159$3.68K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC158$3.65K<0.01%+13213F-HRTimeline
Westside Investment Management, Inc.134$3.1K<0.01%-50713F-HRTimeline
BIRCHBROOK, INC.132$3.05K<0.01%+113F-HRTimeline
Wilkerson Advisory Group LLC123$2.87K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.45K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.100$2.31K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.94$2.17K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC78$1.8K<0.01%+113F-HRTimeline
Weaver Capital Management LLC76$1.76K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC71$1.64K<0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.66$1.54K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.60$1.39K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC59$1.36K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp56$1.3K<0.01%013F-HRTimeline
ATWOOD & PALMER INC43$995<0.01%new13F-HRTimeline
Integrity Financial Corp /WA20$463<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC10$232<0.01%013F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …7$162<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$116<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…4$93<0.01%013F-HRTimeline
Kings Path Partners LLC3$69<0.01%-113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%-3,21013F-HRTimelineGroupAmount filed as zero, left out of ratios.