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SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

625 managers (630 13F filers) reported a position in SCHZ shares at 2025-09-30, 166,587,461 shares in all. 46 filers opened a position and 59 filers sold out during the quarter.

Managers
625
13F filers
630
New
46
Added
275
Reduced
231
Sold out
59
Shares held by filers
166,587,461

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Horrell Capital Management, Inc.174$4.08K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.163$3.83K<0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.160$3.75K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.138$3.24K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC130$3.05K<0.01%-44513F-HRTimeline
BIRCHBROOK, INC.128$3K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.49K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC102$2.39K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.94$2.21K<0.01%-8613F-HRTimeline
Weaver Capital Management LLC76$1.78K<0.01%013F-HRTimeline
Millstone Evans Group, LLC72$1.69K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.64$1.51K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.60$1.41K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp56$1.31K<0.01%13F-HR/ATimeline
Addison Advisors LLC50$1.17K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP48$1.13K<0.01%013F-HRTimelineGroup
North Capital, Inc.44$1.04K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.48$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cordgrass Capital Advisors, LLC35$821<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC28$658<0.01%-1413F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC22$516<0.01%013F-HRTimeline
Integrity Financial Corp /WA20$469<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4$94<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$47<0.01%013F-HRTimeline
MATHER GROUP, LLC.2$47<0.01%new13F-HRTimeline