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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

636 managers (640 13F filers) reported a position in SCHZ shares at 2024-12-31, 164,079,215 shares in all. 47 filers opened a position and 45 filers sold out during the quarter.

Managers
636
13F filers
640
New
47
Added
510
Reduced
20
Sold out
45
Shares held by filers
164,079,215

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,720,512$266M0.02%+5,390,45513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,631,799$196M0.05%+4,481,36913F-HRTimelineGroup
Avantax Planning Partners, Inc.6,511,229$148M5.33%+3,375,95013F-HRTimeline
Rockbridge Investment Management, LCC6,270,198$142M18.24%+3,421,59513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co5,898,795$134M11.5%+2,998,17413F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,070,153$115M0.24%+2,545,09813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,741,924$108M+2,614,435Timeline
OneDigital Investment Advisors LLC4,245,657$96.4M1.12%+2,591,04013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,029,490$91.5M0.02%+2,396,42313F-HRTimelineGroup
Total Wealth Planning, LLC3,569,169$81M12.62%+1,900,15313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,436,591$78M0.15%+1,704,34313F-HR/ATimeline
HighTower Advisors, LLC3,091,537$70.2M0.1%+1,636,64513F-HRTimeline
McAdam, LLC2,768,143$62.8M3.43%+1,344,21513F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,474,865$56.2M6.74%+1,317,55913F-HRTimeline
Destination Wealth Management2,419,062$54.9M1.72%+1,362,01513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,088,600$47.4M4.46%+1,089,38513F-HRTimeline
Mariner, LLCin group Mariner, LLC2,079,620$47.2M0.08%+1,118,86713F-HRTimelineGroup
BlueSky Wealth Advisors, LLC2,041,533$46.3M7.24%+1,045,59213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,908,363$43.3M<0.01%+1,386,95813F-HRTimelineGroup
Horst & Graben Wealth Management LLC1,528,884$34.7M6.18%+822,47013F-HRTimeline
THEORY FINANCIAL LLC1,326,998$30.1M12.6%+77,00513F-HRTimeline
Blue Trust, Inc.1,280,939$29.1M0.37%+829,75113F-HR/ATimeline
FINANCIAL LIFE ADVISORS1,223,571$27.8M10.43%+648,72313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,210,791$27.5M<0.01%+669,65013F-HR/ATimelineGroup
Austin Private Wealth, LLC1,193,675$27.1M2.54%+659,39513F-HRTimeline
ZynergyRetirementPlanningLLC562,226$26.7M18.82%013F-HRTimeline
TSA Wealth Managment LLC1,159,479$26.3M10.71%+550,32413F-HRTimeline
TruNorth Capital Management, LLC1,140,638$25.9M7.08%+466,57313F-HRTimeline
KilterHowling LLC1,139,786$25.9M14.79%+742,07813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,087,512$24.7M0.06%+64,42913F-HRTimeline
FLC Capital Advisors1,078,446$24.5M5.63%+559,47813F-HRTimeline
Towercrest Capital Management1,070,411$24.3M3.93%+519,12713F-HRTimeline
Alliance Wealth Management Group1,067,905$24.2M6.49%+518,96113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,047,541$23.8M0.46%+544,30613F-HRTimeline
Mokosak Advisory Group, LLC1,001,495$22.7M6.82%+512,66313F-HRTimeline
Phil A. Younker & Associates, Ltd.983,037$22.3M22.3%13F-HRTimeline
Sanctuary Advisors, LLC965,775$22.1M0.14%+80,41613F-HRTimeline
INTEGRITY ALLIANCE, LLC.960,278$21.8M2.36%13F-HRTimeline
Plum Street Advisors, LLC946,061$21.5M10.6%+521,36013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.904,748$20.5M0.13%+547,84713F-HRTimeline
One Wealth Advisors, LLC800,443$18.2M2.7%+426,44413F-HRTimeline
Tenret Co LLC789,769$17.9M11.29%+400,92513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…789,612$17.9M0.15%+410,09513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP784,954$17.8M0.02%+462,42213F-HRTimelineGroup
Revolve Wealth Partners, LLC735,257$16.7M2.48%+392,38013F-HR/ATimeline
CFS Investment Advisory Services, LLC700,711$15.9M1.43%+368,93713F-HRTimeline
James J. Burns & Company, LLC664,069$15.1M2.62%+389,00213F-HRTimeline
CW Advisors, LLC647,411$14.7M0.2%+326,70113F-HRTimeline
Mutual Advisors, LLC635,877$14.4M0.42%-7,42413F-HRTimeline
Asset Allocation Strategies LLC624,193$14.2M3.41%+495,64713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC607,649$13.8M0.03%+428,96813F-HRTimelineGroup
Cetera Investment Advisers606,297$13.8M0.03%+274,76113F-HRTimeline
FFG RETIREMENT ADVISORS LLC586,688$13.3M8.7%+300,93313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC584,306$13.3M<0.01%13F-HR/ATimelineGroup
Columbus Macro, LLC583,335$13.2M1.84%+325,81013F-HRTimeline
Bond & Devick Financial Network, Inc.274,050$13M5.57%013F-HRTimeline
Cedar Mountain Advisors, LLC564,879$12.8M2.82%+268,39213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding560,765$12.7M+543,382Timeline
LPL Financial LLC550,826$12.5M0.01%+336,27013F-HRTimeline
Cypress Wealth Services, LLC543,203$12.3M2.48%+283,51313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC528,685$12M0.17%+23,34113F-HRTimeline
KICKSTAND VENTURES, LLC.525,492$11.9M3.05%+274,46013F-HRTimeline
Christensen, King & Associates Investme…498,094$11.3M5.29%+247,51613F-HRTimeline
Clearview Wealth Advisors LLC488,707$11.1M8.43%+253,44113F-HRTimeline
Summit Financial Strategies, Inc.488,460$11.1M1.22%+391,29513F-HRTimeline
Larson Financial Group LLC487,070$11.1M0.57%+226,80213F-HRTimeline
MYECFO, LLC476,763$10.8M5.84%+242,65713F-HRTimeline
Grove Street Fiduciary, LLC476,748$10.8M5.68%13F-HRTimeline
Cambridge Investment Research Advisors,…460,371$10.4M0.03%+293,85313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.455,913$10.3M0.02%+222,12013F-HR/ATimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC452,286$10.3M0.18%new13F-HRTimelineGroup
Forthright Family Wealth Advisory LLC441,337$10M6.51%+35,91613F-HRTimeline
Security Financial Services, INC.428,655$9.73M1.98%+94,47413F-HRTimeline
Apriem Advisors426,245$9.68M1.11%+212,42313F-HRTimeline
Beacon Pointe Advisors, LLC421,946$9.58M0.11%+206,10213F-HRTimeline
Brady Martz Wealth Solutions, LLC425,198$9.56M2.31%13F-HRTimeline
Creative Planningin group Creative Planning417,618$9.48M0.01%+219,94713F-HRTimelineGroup
Mayflower Financial Advisors, LLC402,699$9.14M1.37%+223,63613F-HRTimeline
CWM, LLCin group CWM, LLC386,105$8.77M0.04%+282,81213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.385,045$8.74M0.43%+187,92013F-HRTimeline
Focus Financial Network, Inc.379,368$8.61M0.34%+201,84213F-HRTimeline
Merit Financial Group, LLC365,092$8.29M0.15%+333,56113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…361,502$8.21M0.21%+188,38513F-HRTimelineGroup
MorganRosel Wealth Management, LLC360,128$8.17M2.68%+182,45713F-HRTimeline
Atria Wealth Solutions, Inc.358,933$8.15M0.09%+219,56713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC358,746$8.14M0.61%+114,78213F-HRTimelineGroup
UBS Group AGin group UBS Group AG342,779$7.78M<0.01%+173,22013F-HRTimelineGroup
Waverly Advisors, LLC340,511$7.73M0.12%+143,79713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC336,701$7.64M0.01%+293,54213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…335,656$7.62M0.01%+216,17113F-HRTimelineGroup
IFP Advisors, Inc331,754$7.53M0.25%+198,19013F-HRTimeline
AE Wealth Management LLC330,828$7.51M0.06%+183,90013F-HRTimeline
Callan Capital, LLC322,031$7.31M0.53%+161,50713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC317,155$7.2M1.59%new13F-HRTimeline
Revisor Wealth Management LLC313,998$7.13M6.57%+277,85713F-HRTimeline
RESTON WEALTH MANAGEMENT LLC306,303$6.95M2.59%+171,77413F-HRTimeline
Integrated Wealth Concepts LLC304,841$6.92M0.08%+99,52813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC302,071$6.86M2.64%+168,15013F-HRTimeline
WealthShield Partners, LLC300,686$6.83M0.97%+84,50313F-HRTimeline
Tempus Wealth Planning, LLC293,536$6.66M2.04%+159,14613F-HRTimeline
Robertson Stephens Wealth Management, L…289,550$6.57M0.23%+118,46013F-HRTimeline
Marotta Asset Management286,485$6.51M1.36%+142,11913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…284,307$6.45M0.22%+128,29413F-HRTimelineGroup
TPG Advisors LLC281,964$6.4M5%+144,17213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC279,854$6.35M0.07%+171,49813F-HRTimelineGroup
Affinity Capital Advisors, LLC278,233$6.29M1.18%+175,22213F-HRTimeline
Peak Financial Management, Inc.275,948$6.26M1.88%+150,72813F-HRTimeline
Independent Solutions Wealth Management…272,503$6.19M1.35%+118,51313F-HRTimeline
Avior Wealth Management, LLC269,553$6.12M0.22%+137,92313F-HRTimeline
Clay Northam Wealth Management, LLC268,445$6.09M3.93%+116,23113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…268,068$6.09M0.52%+136,36713F-HRTimelineGroup
Bluespring Wealth Management, LLC264,806$6.01M0.62%+133,42113F-HRTimeline
Spectrum Planning & Advisory Services I…263,380$5.98M5.19%+123,11813F-HRTimeline
Bogart Wealth, LLC249,887$5.67M0.27%+128,78213F-HRTimeline
Fairway Financial, LLC249,780$5.67M5.18%13F-HRTimeline
OLD MISSION CAPITAL LLC243,032$5.52M0.13%new13F-HRTimeline
Curtis Advisory Group, LLC242,227$5.5M1.45%+138,54413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC240,132$5.45M0.23%+135,73213F-HR/ATimeline
SigFig Wealth Management, LLC427,119$5.4M0.2%+229,54913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV235,362$5.34M0.43%+119,49913F-HRTimeline
Curi Capital, LLC225,950$5.13M0.12%+117,53413F-HRTimeline
Midwest Capital Advisors, LLC225,814$5.13M3.75%13F-HRTimeline
Vertex Planning Partners, LLC225,616$5.12M1.13%+115,80013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC224,622$5.1M0.4%+110,96913F-HRTimeline
Friedenthal Financial222,718$5.06M2.96%+111,35913F-HRTimeline
MML INVESTORS SERVICES, LLC222,594$5.05M0.02%+115,74313F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…221,093$5.02M1.92%+116,71913F-HRTimelineGroup
Tradition Wealth Management, LLC219,751$4.99M0.44%+125,13013F-HRTimeline
Guardian Financial Partners, LLC209,240$4.75M2.82%+127,24613F-HRTimeline
WRAPMANAGER INC207,575$4.71M1.21%new13F-HRTimeline
Beacon Bridge Wealth Partners, LLC203,807$4.63M1.96%+86,02513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC202,482$4.6M0.53%+100,95013F-HRTimelineGroup
MARSHALL FINANCIAL GROUP INC /ADV195,694$4.44M1.36%+93,83113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC195,166$4.43M0.01%+85,84213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…192,466$4.37M1.47%+42,05213F-HRTimelineGroup
SYON CAPITAL LLC188,363$4.28M0.38%+102,58513F-HRTimeline
Krilogy Financial LLC188,057$4.27M0.28%+96,71713F-HRTimeline
BFSG, LLC185,873$4.22M0.49%+95,85813F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA182,095$4.13M10.48%13F-HRTimeline
Apeiron RIA LLC182,028$4.13M1.16%+98,39413F-HRTimeline
Manske Wealth Management181,892$4.13M1.64%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC179,709$4.08M0.01%+55,35913F-HRTimelineGroup
Bestgate Wealth Advisors, LLC178,094$4.04M8.11%13F-HRTimeline
Breakwater Investment Management176,609$4.01M1.7%+84,62613F-HR/ATimeline
VSM Wealth Advisory, LLC176,358$4M1.43%13F-HRTimeline
HC Advisors, LLC175,384$3.98M3.2%+87,68413F-HRTimeline
Hidden Cove Wealth Management, LLC174,094$3.95M3.21%13F-HRTimeline
WealthPLAN Partners, LLC172,673$3.92M0.56%+87,13313F-HRTimeline
Ashton Thomas Private Wealth, LLC170,530$3.87M0.15%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…166,222$3.77M0.28%+80,72813F-HRTimeline
VanderPol Investments L.L.C.161,011$3.65M7.99%+70,49513F-HRTimeline
Perigon Wealth Management, LLC160,546$3.65M0.09%+107,32013F-HRTimeline
5T Wealth, LLC160,453$3.64M2%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…159,016$3.61M0.1%+73,95013F-HRTimeline
Grey Fox Wealth Advisors, LLC153,925$3.49M0.96%+86,88513F-HRTimeline
HARBOUR INVESTMENTS, INC.152,155$3.45M0.1%+75,51713F-HRTimeline
NYL Investors LLC151,200$3.43M0.31%+80,20013F-HRTimeline
Rialto Wealth Management, LLC151,183$3.43M1.13%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC148,714$3.38M0.08%+73,76113F-HRTimelineGroup
HB Wealth Management, LLC148,694$3.38M0.03%+141,53413F-HRTimeline
Lifelong Wealth Advisors, Inc.147,284$3.34M1.5%13F-HRTimeline
My Legacy Advisors, LLC146,937$3.33M1.29%+76,44613F-HRTimeline
Smart Money Group LLC145,305$3.3M1.14%-39,43913F-HRTimeline
Chesapeake Wealth Management145,138$3.29M1.13%+71,25613F-HRTimeline
Valmark Advisers, Inc.141,083$3.2M0.05%+81,43313F-HRTimeline
Main Street Financial Solutions, LLC139,761$3.17M0.31%+77,85713F-HRTimeline
Emergent Wealth Advisors, LLC137,211$3.11M2.26%+71,53413F-HRTimeline
North Forty Two & Co.135,252$3.07M3.54%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC132,549$3.01M1.71%+81,98713F-HRTimeline
LOWERY THOMAS, LLC131,291$2.98M1.94%+77,92913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…130,265$2.96M0.29%+70,25313F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS128,733$2.92M0.01%+28,96413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding127,312$2.89M+42,559Timeline
Patriot Financial Group Insurance Agenc…126,514$2.87M0.39%+66,80213F-HRTimeline
Hoxton Planning & Management, LLC125,836$2.86M1.09%+79,32913F-HRTimeline
JMG Financial Group, Ltd.124,195$2.82M0.1%+58,95613F-HRTimeline
Curbstone Financial Management Corp124,100$2.82M0.6%+75,75013F-HRTimeline
OARSMAN CAPITAL, INC.122,814$2.79M0.49%+61,87113F-HRTimeline
Blue Barn Wealth, LLC120,391$2.73M1.44%+62,51213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …118,755$2.7M0.23%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC118,411$2.69M0.02%+99,00113F-HRTimelineGroup
Stonekeep Investments, LLC114,707$2.6M1.94%+52,45613F-HRTimeline
FULLCIRCLE WEALTH LLC111,738$2.55M1.04%-6,50913F-HRTimeline
Financial Designs Corp110,653$2.51M1.65%+59,00013F-HRTimeline
RKL Wealth Management LLC109,897$2.49M0.22%+44,68013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC109,477$2.49M1.23%+52,33513F-HRTimeline
Sightline Wealth Advisors, LLC108,159$2.46M1.32%+49,59113F-HRTimeline
Retirement Planning Group, LLC106,709$2.42M0.12%+50,18413F-HRTimeline
Foundations Investment Advisors, LLC106,580$2.42M0.05%+61,19913F-HRTimeline
Compass Financial Group, INC/SD106,501$2.42M0.46%+55,80413F-HRTimeline
Northwest Capital Management Inc106,479$2.42M1.04%+7,38313F-HRTimeline
ETF Store, Inc.106,080$2.41M2.99%+40,95513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC105,821$2.4M0.05%+52,35013F-HRTimelineGroup
Wealthspire Advisors, LLC105,273$2.39M0.02%+65,29113F-HRTimeline
Vantage Financial Partners, LLC105,128$2.39M0.6%+50,73413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC103,630$2.35M0.61%+51,81513F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC103,275$2.34M0.08%+54,28213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …104,016$2.34M0.18%-4,92913F-HRTimelineGroup
Capital Management Associates, Inc101,897$2.31M0.87%+54,61813F-HRTimeline
Kades & Cheifetz LLC100,804$2.29M1.17%+54,03213F-HRTimeline