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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

667 managers (673 13F filers) reported a position in SCHZ shares at 2026-03-31, 184,055,981 shares in all. 49 filers opened a position and 40 filers sold out during the quarter.

Managers
667
13F filers
673
New
49
Added
333
Reduced
210
Sold out
40
Shares held by filers
184,055,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NewEdge Advisors, LLC1,694$39.3K<0.01%+913F-HR/ATimeline
MATHER GROUP, LLC.1,638$38K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,590$36.9K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.1,564$36.3K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.1,547$35.9K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,531$35.6K0.01%+11413F-HRTimeline
Legacy Bridge, LLC1,530$35.5K0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,418$32.9K<0.01%new13F-HRTimeline
Robinswood Financial LLC1,381$32.1K0.01%-1,84013F-HR/ATimeline
Allworth Financial LP1,216$28.2K<0.01%-22613F-HRTimeline
LGT Financial Advisors LLC1,207$28K0.14%+3513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,198$27.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,196$27.8K0.01%-5413F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,190$27.6K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.1,050$24.4K0.02%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,050$24.4K0.02%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC1,040$24.1K0.01%13F-HRTimeline
Wealth Preservation Advisors, LLC952$22.1K0.02%new13F-HRTimeline
Rosenberg Matthew Hamilton930$21.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC911$21.2K<0.01%-2,70813F-HRTimeline
Strategic Investment Solutions, Inc. /IL893$20.7K0.01%+613F-HRTimeline
Wagner Wealth Management, LLC783$18.2K<0.01%+65113F-HRTimeline
Cordgrass Capital Advisors, LLC751$17.4K<0.01%+1213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/741$17.2K<0.01%+20713F-HRTimelineGroup
Heritage Wealth Advisors734$17K<0.01%+1313F-HRTimeline
Cordant, Inc.725$16.8K0.01%013F-HRTimeline
UMB Bank, n.a.650$15.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Peachtree Investment Partners, LLC650$15.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.641$14.9K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC588$13.6K<0.01%+413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…581$13.5K<0.01%+49813F-HRTimelineGroup
American Capital Advisory, LLC552$12.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…528$12.3K<0.01%-5413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…517$12K<0.01%+113F-HRTimelineGroup
Networth Advisors, LLC478$11.1K0.01%new13F-HRTimeline
ATMOS ADVISORY, LLC437$10.1K0.01%+4813F-HRTimeline
Trust Co347$8.06K<0.01%+113F-HRTimeline
Cassaday & Co Wealth Management LLC345$8.01K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…300$6.97K<0.01%-20713F-HRTimelineGroup
Main Street Group, LTD296$6.87K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC289$6.72K<0.01%+213F-HRTimeline
Archer Investment Corp278$6.46K<0.01%+113F-HRTimeline
Palouse Capital Management, Inc.264$6.13K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC260$5.99K<0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO219$5.08K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…159$3.69K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.138$3.2K<0.01%013F-HRTimeline
Clark Wealth Partners132$3.07K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.131$3.03K<0.01%+113F-HRTimeline
Wilkerson Advisory Group LLC123$2.87K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC106$2.46K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.100$2.32K<0.01%-7413F-HRTimeline
Physician Wealth Advisors, Inc.94$2.18K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC77$1.79K<0.01%013F-HRTimeline
Weaver Capital Management LLC76$1.76K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC70$1.63K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.66$1.53K<0.01%+113F-HRTimeline
BOK Financial Private Wealth, Inc.60$1.39K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp56$1.3K<0.01%-5613F-HR/ATimeline
Lodestone Wealth Management LLC26$604<0.01%new13F-HR/ATimeline
Integrity Financial Corp /WA20$464<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC10$233<0.01%13F-HRTimelineGroup
GeoWealth Management, LLC8$186<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$116<0.01%new13F-HRTimelineGroup
Kings Path Partners LLC4$93<0.01%013F-HR/ATimeline
MJT & Associates Financial Advisory Gro…4$93<0.01%013F-HRTimeline
Keystone Financial Group, Inc.1$24<0.01%013F-HRTimeline