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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

647 managers (650 13F filers) reported a position in SCHZ shares at 2025-03-31, 169,709,186 shares in all. 48 filers opened a position and 39 filers sold out during the quarter.

Managers
647
13F filers
650
New
48
Added
281
Reduced
239
Sold out
39
Shares held by filers
169,709,186

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN427$9.89K<0.01%-37,61313F-HRTimelineGroup
Arax Advisory Partners409$9.47K<0.01%-52,08913F-HRTimeline
ATMOS ADVISORY, LLC389$9.01K0.01%+7313F-HRTimeline
Cornerstone Planning Group LLC393$8.98K<0.01%+213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …376$8.71K<0.01%13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC308$7.13K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.306$7.09K<0.01%-57813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC280$6.49K<0.01%-1313F-HRTimelineGroup
Cheviot Value Management, LLC282$6.45K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.264$6.11K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC262$6.07K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC200$4.63K<0.01%013F-HRTimeline
HOWE & RUSLING INC188$4.36K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.180$4.17K<0.01%013F-HRTimeline
Dunhill Financial, LLC175$4.04K<0.01%+113F-HRTimeline
Horrell Capital Management, Inc.174$4.03K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.160$3.7K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$3.67K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.138$3.2K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.136$3.15K<0.01%+813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT130$3.01K<0.01%013F-HRTimeline
Kings Path Partners LLC125$2.9K<0.01%+113F-HRTimeline
LGT Financial Advisors LLC120$2.78K0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.45K<0.01%013F-HRTimeline
Sachetta, LLC92$2.13K<0.01%+113F-HRTimeline
Weaver Capital Management LLC76$1.76K<0.01%013F-HRTimeline
Millstone Evans Group, LLC72$1.67K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…62$1.44K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.60$1.39K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC52$1.21K<0.01%new13F-HRTimeline
Addison Advisors LLC50$1.16K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP48$1.11K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC47$1.08K<0.01%+1913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.57$1K<0.01%+513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Capital, Inc.42$984<0.01%13F-HRTimeline
Continuum Advisory, LLC35$814<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC22$510<0.01%new13F-HRTimeline
Integrity Financial Corp /WA20$463<0.01%013F-HRTimeline
Signature Resources Capital Management,…12$288<0.01%013F-HRTimeline
NewSquare Capital LLC6$139<0.01%013F-HRTimeline
SITTNER & NELSON, LLC4$93<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4$93<0.01%13F-HRTimeline
MATHER GROUP, LLC.2$46<0.01%-2,75213F-HRTimeline
Cape Investment Advisory, Inc.1$18<0.01%013F-HRTimeline
Fairway Wealth LLC0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
MCF Advisors LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,01013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.