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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

636 managers (640 13F filers) reported a position in SCHZ shares at 2024-12-31, 164,079,215 shares in all. 47 filers opened a position and 45 filers sold out during the quarter.

Managers
636
13F filers
640
New
47
Added
510
Reduced
20
Sold out
45
Shares held by filers
164,079,215

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Physician Wealth Advisors, Inc.180$4.09K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.174$4K<0.01%+8713F-HRTimeline
Dunhill Financial, LLC174$3.95K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$3.62K<0.01%+8013F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.159$3.6K<0.01%+8013F-HRTimeline
Coppell Advisory Solutions LLC150$3.41K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.138$3.13K<0.01%+6913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV144$3K<0.01%+7313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT130$2.95K<0.01%+6513F-HRTimeline
Guardian Wealth Management, Inc.128$2.91K<0.01%+7313F-HRTimeline
Kings Path Partners LLC124$2.81K<0.01%+6213F-HRTimeline
LGT Financial Advisors LLC119$2.7K0.01%+6013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.41K<0.01%+5313F-HRTimeline
Sachetta, LLC91$2.07K<0.01%+4613F-HRTimeline
Weaver Capital Management LLC76$1.73K<0.01%-36013F-HRTimeline
Millstone Evans Group, LLC72$1.63K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62$1.41K<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.60$1.36K<0.01%+3013F-HRTimeline
WR Wealth Planners, LLC53$1.2K<0.01%+2713F-HRTimeline
Addison Advisors LLC50$1.14K<0.01%+2513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP48$1.09K<0.01%+2413F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.56$1K<0.01%+2813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.52$1K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Continuum Advisory, LLC35$792<0.01%013F-HRTimeline
Sunbelt Securities, Inc.32$727<0.01%+1613F-HRTimeline
GeoWealth Management, LLC28$630<0.01%+2813F-HRTimeline
Integrity Financial Corp /WA20$454<0.01%new13F-HRTimeline
Signature Resources Capital Management,…12$282<0.01%013F-HRTimeline
AllSquare Wealth Management LLC10$227<0.01%+513F-HRTimeline
NewSquare Capital LLC6$136<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC4$91<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$23<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1$17<0.01%-44413F-HRTimeline
Fairway Wealth LLC0$2<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
MCF Advisors LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HIGHLINE WEALTH PARTNERS LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.