Skip to content
Disclosery

SCHZ SCHWAB STRATEGIC TR

Follow

US AGGREGATE B (fund)

643 managers (648 13F filers) reported a position in SCHZ shares at 2025-06-30, 163,740,487 shares in all. 41 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
648
New
41
Added
226
Reduced
294
Sold out
44
Shares held by filers
163,740,487

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cheviot Value Management, LLC286$6.61K<0.01%+413F-HRTimeline
Archer Investment Corp270$6.28K<0.01%-83513F-HRTimeline
CURIO WEALTH, LLC267$6.19K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.264$6.13K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO219$5.09K<0.01%new13F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC200$4.65K<0.01%013F-HRTimeline
HOWE & RUSLING INC188$4.37K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.180$4.18K<0.01%013F-HRTimeline
Dunhill Financial, LLC174$4.06K<0.01%-113F-HRTimeline
Horrell Capital Management, Inc.174$4.04K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.161$3.75K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$3.72K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…143$3.32K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.138$3.21K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT130$3.02K<0.01%013F-HRTimeline
BIRCHBROOK, INC.128$2.98K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC121$2.82K0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.46K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC102$2.37K<0.01%new13F-HRTimeline
Weaver Capital Management LLC76$1.77K<0.01%013F-HRTimeline
Millstone Evans Group, LLC72$1.67K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.60$1.4K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC52$1.21K<0.01%new13F-HRTimeline
Addison Advisors LLC50$1.16K<0.01%013F-HRTimeline
GeoWealth Management, LLC49$1.13K<0.01%+213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP48$1.12K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.48$1K<0.01%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Capital, Inc.43$997<0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC42$977<0.01%-26613F-HRTimeline
Sunbelt Securities, Inc.32$726<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC22$511<0.01%013F-HRTimeline
Integrity Financial Corp /WA20$465<0.01%013F-HRTimeline
Signature Resources Capital Management,…12$279<0.01%013F-HRTimeline
NewSquare Capital LLC6$139<0.01%013F-HRTimeline
Asset Dedication, LLC4$93<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC4$93<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4$93<0.01%013F-HR/ATimeline
Cape Investment Advisory, Inc.3$74<0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$46<0.01%-18,37113F-HRTimeline
Kings Path Partners LLC2$46<0.01%-12313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…0$11<0.01%-6213F-HRTimelineGroupAmount 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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.