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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

666 managers (671 13F filers) reported a position in SCHZ shares at 2025-12-31, 177,560,075 shares in all. 54 filers opened a position and 49 filers sold out during the quarter.

Managers
666
13F filers
671
New
54
Added
289
Reduced
215
Sold out
49
Shares held by filers
177,560,075

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SIGNATUREFD, LLC1,788$41.8K<0.01%-46213F-HRTimeline
NewEdge Advisors, LLC1,685$39.4K<0.01%-9,12813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,623$37.9K<0.01%-1713F-HRTimelineGroup
Financial Management Professionals, Inc.1,564$36.6K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,547$36.2K0.01%+24113F-HRTimeline
Winthrop Capital Management, LLC1,536$36K0.01%013F-HRTimeline
Legacy Bridge, LLC1,530$35.8K0.01%013F-HRTimeline
Allworth Financial LP1,442$33.7K<0.01%-62913F-HRTimeline
DHJJ Financial Advisors, Ltd.1,417$33.1K0.01%-5713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,250$29.2K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,198$28K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,190$27.8K0.02%13F-HRTimeline
LGT Financial Advisors LLC1,172$27.4K0.17%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,050$24.6K0.02%13F-HRTimeline
Godfrey Financial Associates, Inc.1,050$24.5K0.02%13F-HRTimeline
Hurley Capital, LLC1,000$23.4K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton930$21.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL887$20.7K<0.01%+1113F-HRTimeline
Modus Advisors, LLC752$17.6K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC739$17.3K<0.01%+70413F-HRTimeline
Cordant, Inc.725$16.9K0.01%+27013F-HRTimeline
Heritage Wealth Advisors721$16.9K<0.01%+113F-HRTimeline
UMB Bank, n.a.650$15.2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Peachtree Investment Partners, LLC650$15.2K0.01%013F-HRTimeline
Westside Investment Management, Inc.641$15K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC584$13.6K<0.01%+813F-HRTimeline
Capital Investment Advisory Services, L…582$13.6K<0.01%013F-HRTimeline
American Capital Advisory, LLC552$12.9K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/534$12.5K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…516$12K<0.01%+313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…507$11.8K<0.01%-20313F-HR/ATimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV499$11K<0.01%+613F-HRTimeline
ATMOS ADVISORY, LLC389$9.09K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp346$8.09K<0.01%new13F-HRTimelineGroup
Trust Co346$8.09K<0.01%new13F-HRTimeline
Sachetta, LLC332$7.76K<0.01%+413F-HRTimeline
Cheviot Value Management, LLC287$6.73K<0.01%013F-HRTimeline
Archer Investment Corp277$6.46K<0.01%+413F-HRTimeline
Strategic Advocates LLC268$6.28K<0.01%013F-HRTimeline
Palouse Capital Management, Inc.264$6.17K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC257$6.03K<0.01%-223,20513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO219$5.12K<0.01%013F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC200$4.67K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.174$4.07K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.138$3.23K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC132$3.08K<0.01%+213F-HRTimeline
BIRCHBROOK, INC.130$3.03K<0.01%+213F-HRTimeline
Wilkerson Advisory Group LLC123$2.88K<0.01%13F-HRTimeline
KERR FINANCIAL PLANNING Corp112$2.62K<0.01%+5613F-HR/ATimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.48K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.94$2.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…83$1.94K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC77$1.79K<0.01%new13F-HRTimeline
Weaver Capital Management LLC76$1.78K<0.01%013F-HRTimeline
Millstone Evans Group, LLC72$1.68K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.65$1.53K<0.01%+113F-HRTimeline
BOK Financial Private Wealth, Inc.60$1.4K<0.01%013F-HRTimeline
HM PAYSON & CO52$1.22K<0.01%new13F-HRTimeline
Addison Advisors LLC50$1.17K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP48$1.12K<0.01%013F-HRTimelineGroup
IFC & Insurance Marketing, Inc.21$1K<0.01%13F-HRTimeline
Integrity Financial Corp /WA20$467<0.01%013F-HRTimeline
Clayton Financial Group LLC7$169<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…4$94<0.01%013F-HR/ATimeline
Kings Path Partners LLC4$93<0.01%-23913F-HRTimeline
Keystone Financial Group, Inc.1$24<0.01%-9,43813F-HRTimeline