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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

647 managers (650 13F filers) reported a position in SCHZ shares at 2025-03-31, 169,709,186 shares in all. 48 filers opened a position and 39 filers sold out during the quarter.

Managers
647
13F filers
650
New
48
Added
281
Reduced
239
Sold out
39
Shares held by filers
169,709,186

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,267,223$284M0.02%+546,71113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,351,634$170M0.05%-1,280,16513F-HRTimelineGroup
Rockbridge Investment Management, LCC6,905,121$160M18.93%+634,92313F-HRTimeline
Avantax Planning Partners, Inc.6,787,890$157M5.57%+276,66113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co5,411,514$125M10.5%-487,28113F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,942,735$114M0.25%-127,41813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,065,490$94.2M-676,434Timeline
OneDigital Investment Advisors LLC3,931,666$91.1M1.08%-313,99113F-HRTimeline
Total Wealth Planning, LLC3,747,793$86.8M13.28%+178,62413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,691,159$85.5M0.16%+254,56813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,205,989$74.3M0.01%-823,50113F-HR/ATimelineGroup
HighTower Advisors, LLC3,186,597$73.8M0.1%+95,06013F-HRTimeline
McAdam, LLC2,653,953$61.5M3.8%-114,19013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,534,350$58.7M6.93%+59,48513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,351,550$54.5M5.18%+262,95013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,274,341$52.7M0.09%+2,094,63213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,183,723$50.6M<0.01%+972,93213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,153,283$49.9M0.08%+73,66313F-HRTimelineGroup
BlueSky Wealth Advisors, LLC2,088,164$48.4M7.5%+46,63113F-HRTimeline
Pioneer Wealth Management Group1,965,005$45.5M19.6%13F-HRTimeline
Destination Wealth Management1,691,302$39.2M1.23%-727,76013F-HRTimeline
Horst & Graben Wealth Management LLC1,488,509$34.5M6.18%-40,37513F-HRTimeline
Blue Trust, Inc.1,382,096$32M0.41%+101,15713F-HRTimeline
Austin Private Wealth, LLC1,360,509$31.5M2.83%+166,83413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,291,417$29.9M1.28%+932,67113F-HRTimelineGroup
FINANCIAL LIFE ADVISORS1,251,076$29M10.8%+27,50513F-HRTimeline
UBS Group AGin group UBS Group AG1,221,592$28.3M0.01%+878,81313F-HRTimelineGroup
TruNorth Capital Management, LLC1,169,124$27.1M6.73%+28,48613F-HRTimeline
THEORY FINANCIAL LLC1,168,241$27.1M11.41%-158,75713F-HRTimeline
KilterHowling LLC1,165,547$26.7M17.25%+25,76113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,145,542$26.5M<0.01%-762,82113F-HRTimelineGroup
ZynergyRetirementPlanningLLC1,164,805$26.4M18.76%+602,57913F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,136,753$26.3M1.04%+176,47513F-HRTimeline
FLC Capital Advisors1,134,534$26.3M5.89%+56,08813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,109,646$25.7M0.38%+657,36013F-HRTimelineGroup
TSA Wealth Managment LLC1,105,136$25.6M10.18%-54,34313F-HRTimeline
Alliance Wealth Management Group1,089,446$25.2M6.8%+21,54113F-HRTimeline
Towercrest Capital Management1,089,446$25.2M4.79%+19,03513F-HRTimeline
Mokosak Advisory Group, LLC1,070,002$24.8M7.65%+68,50713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,019,167$23.6M0.44%-28,37413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,008,813$23.4M0.05%-78,69913F-HRTimeline
Phil A. Younker & Associates, Ltd.958,560$22.2M21.85%-24,47713F-HRTimeline
Plum Street Advisors, LLC949,067$22M10.59%+3,00613F-HRTimeline
Sanctuary Advisors, LLC938,147$21.7M0.15%-27,62813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP918,319$21.2M0.02%+133,36513F-HR/ATimelineGroup
Tenret Co LLC831,405$19.3M11.68%+41,63613F-HRTimeline
One Wealth Advisors, LLC826,880$19.2M2.86%+26,43713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.789,936$18.3M0.11%-114,81213F-HRTimeline
Revolve Wealth Partners, LLC742,926$17.2M2.49%+7,66913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…726,387$16.8M0.14%-63,22513F-HRTimelineGroup
CFS Investment Advisory Services, LLC708,243$16.4M1.46%+7,53213F-HRTimeline
Asset Allocation Strategies LLC677,416$15.7M3.9%+53,22313F-HRTimeline
James J. Burns & Company, LLC659,589$15.3M2.74%-4,48013F-HRTimeline
Bond & Devick Financial Network, Inc.640,411$14.8M5.38%+366,36113F-HRTimeline
Mutual Advisors, LLC641,700$14.8M0.42%+5,82313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC637,008$14.8M0.01%+52,70213F-HRTimelineGroup
CW Advisors, LLC614,202$14.2M0.17%-33,20913F-HRTimeline
Cedar Mountain Advisors, LLC612,616$14.2M3.18%+47,73713F-HRTimeline
Cetera Investment Advisers605,351$14M0.03%-94613F-HRTimeline
FFG RETIREMENT ADVISORS LLC592,946$13.7M9.35%+6,25813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC592,758$13.7M0.03%-14,89113F-HRTimelineGroup
Columbus Macro, LLC578,548$13.4M1.77%-4,78713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC552,221$12.8M0.18%+23,53613F-HRTimeline
Cypress Wealth Services, LLC546,533$12.7M2.57%+3,33013F-HRTimeline
Revisor Wealth Management LLC544,042$12.6M5.6%+230,04413F-HRTimeline
LPL Financial LLC531,858$12.3M<0.01%-18,96813F-HRTimeline
KICKSTAND VENTURES, LLC.513,422$11.9M3.06%-12,07013F-HRTimeline
Christensen, King & Associates Investme…497,736$11.5M5.45%-35813F-HRTimeline
Summit Financial Strategies, Inc.493,777$11.4M1.15%+5,31713F-HRTimeline
Clearview Wealth Advisors LLC485,694$11.2M8.4%-3,01313F-HRTimeline
MYECFO, LLC482,188$11.2M5.91%+5,42513F-HRTimeline
Grove Street Fiduciary, LLC473,240$11M5.56%-3,50813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding460,020$10.7M-100,745Timeline
Apriem Advisors456,284$10.6M1.24%+30,03913F-HRTimeline
Larson Financial Group LLC453,506$10.5M0.5%-33,56413F-HRTimeline
Security Financial Services, INC.437,602$10.1M2.01%+8,94713F-HRTimeline
Scarborough Advisors, LLC434,259$10.1M1.43%new13F-HRTimeline
Forthright Family Wealth Advisory LLC431,940$10M6.61%-9,39713F-HRTimeline
Mayflower Financial Advisors, LLC420,508$9.74M1.48%+17,80913F-HRTimeline
Beacon Pointe Advisors, LLC417,685$9.67M0.11%-4,26113F-HRTimeline
Creative Planningin group Creative Planning404,995$9.38M0.01%-12,62313F-HRTimelineGroup
CWM, LLCin group CWM, LLC404,656$9.37M0.04%+18,55113F-HRTimelineGroup
Affinity Capital Advisors, LLC403,861$9.18M1.82%+125,62813F-HRTimeline
Focus Financial Network, Inc.393,657$9.12M0.37%+14,28913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…384,254$8.9M0.23%+22,75213F-HRTimelineGroup
IFP Advisors, Inc367,891$8.52M0.26%+36,13713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.364,320$8.44M0.42%-20,72513F-HRTimeline
Brady Martz Wealth Solutions, LLC362,081$8.39M1.9%-63,11713F-HRTimeline
Merit Financial Group, LLC357,166$8.27M0.12%-7,92613F-HRTimeline
MorganRosel Wealth Management, LLC355,779$8.24M2.5%-4,34913F-HRTimeline
AE Wealth Management LLC353,589$8.19M0.07%+22,76113F-HRTimeline
Tempus Wealth Planning, LLC348,284$8.07M2.41%+54,74813F-HRTimeline
Waterford Advisors, LLC345,285$8M3.32%new13F-HRTimeline
Waverly Advisors, LLC343,005$7.94M0.1%+2,49413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…335,176$7.76M0.01%-48013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC322,999$7.48M0.06%+204,58813F-HR/ATimelineGroup
Callan Capital, LLC316,402$7.33M0.54%-5,62913F-HRTimeline
Spectrum Planning & Advisory Services I…315,850$7.32M6.09%+52,47013F-HRTimeline
Avior Wealth Management, LLC303,563$7.03M0.27%+34,01013F-HRTimeline
WealthShield Partners, LLC302,295$7M0.9%+1,60913F-HRTimeline
Peak Financial Management, Inc.300,419$6.96M2.08%+24,47113F-HRTimeline
Integrated Wealth Concepts LLC299,141$6.93M0.08%-5,70013F-HRTimeline
Marotta Asset Management144,366$6.86M1.35%-142,11913F-HRTimeline
Clay Northam Wealth Management, LLC289,841$6.71M4.7%+21,39613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC287,248$6.65M2.59%-14,82313F-HRTimeline
Independent Solutions Wealth Management…283,942$6.58M1.47%+11,43913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC275,696$6.39M2.58%-30,60713F-HRTimeline
Bluespring Wealth Management, LLC272,719$6.32M0.64%+7,91313F-HRTimeline
TPG Advisors LLC267,724$6.2M4.89%-14,24013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…266,167$6.16M0.23%-18,14013F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC265,106$6.14M0.26%+24,97413F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV253,639$5.87M0.47%+18,27713F-HRTimeline
Bogart Wealth, LLC253,564$5.87M0.28%+3,67713F-HRTimeline
Fairway Financial, LLC251,542$5.83M5.28%+1,76213F-HRTimeline
Ashton Thomas Private Wealth, LLC246,795$5.72M0.22%+76,26513F-HRTimeline
Nalls Sherbakoff Group, LLC246,040$5.7M4.63%13F-HRTimeline
Curtis Advisory Group, LLC240,532$5.57M1.64%-1,69513F-HRTimeline
Atria Wealth Solutions, Inc.240,195$5.56M0.07%-118,73813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.237,084$5.49M0.01%-218,82913F-HRTimelineGroup
SigFig Wealth Management, LLC442,544$5.48M0.2%+15,42513F-HRTimeline
MML INVESTORS SERVICES, LLC236,095$5.47M0.02%+13,50113F-HRTimeline
Robertson Stephens Wealth Management, L…235,018$5.44M0.2%-54,53213F-HRTimeline
Cambridge Investment Research Advisors,…233,455$5.41M0.02%-226,91613F-HRTimeline
Vertex Planning Partners, LLC228,640$5.3M1.16%+3,02413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…228,290$5.29M1.97%+7,19713F-HRTimelineGroup
Apeiron RIA LLC227,189$5.26M1.59%+45,16113F-HRTimeline
Tradition Wealth Management, LLC224,349$5.2M0.46%+4,59813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC222,106$5.14M0.4%-2,51613F-HRTimeline
Curi Capital, LLC218,665$5.06M0.12%-7,28513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management218,196$5.05M0.07%+128,02213F-HRTimelineGroup
Midwest Financial Group LLC211,726$4.9M2.85%+123,40713F-HRTimeline
Guardian Financial Partners, LLC207,257$4.8M2.3%-1,98313F-HRTimeline
Smart Money Group LLC206,027$4.77M1.62%+60,72213F-HR/ATimeline
Beacon Bridge Wealth Partners, LLC196,293$4.55M1.94%-7,51413F-HRTimeline
Krilogy Financial LLC192,293$4.45M0.29%+4,23613F-HRTimeline
Hidden Cove Wealth Management, LLC192,259$4.45M3.52%+18,16513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…192,217$4.45M1.35%-24913F-HRTimelineGroup
Manske Wealth Management191,509$4.44M1.68%+9,61713F-HRTimeline
BFSG, LLC189,006$4.38M0.53%+3,13313F-HRTimeline
HC Advisors, LLC186,922$4.33M3.24%+11,53813F-HRTimeline
Breakwater Investment Management185,795$4.3M1.84%+9,18613F-HRTimeline
Hoxton Planning & Management, LLC185,144$4.29M1.64%+59,30813F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV184,298$4.27M1.34%-11,39613F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA183,387$4.25M9.66%+1,29213F-HRTimeline
Bestgate Wealth Advisors, LLC182,547$4.23M8.76%+4,45313F-HRTimeline
WealthPLAN Partners, LLC182,342$4.22M0.6%+9,66913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC179,803$4.16M0.01%-15,36313F-HRTimeline
Prime Capital Investment Advisors, LLC178,459$4.13M0.05%+134,00313F-HRTimeline
VSM Wealth Advisory, LLC176,259$4.08M1.47%-9913F-HRTimeline
Midwest Capital Advisors, LLC173,640$4.02M2.47%-52,17413F-HRTimeline
Friedenthal Financial170,003$3.94M2.35%-52,71513F-HRTimeline
Empirical Financial Services, LLC d.b.a…165,523$3.83M0.1%+6,50713F-HRTimeline
VanderPol Investments L.L.C.164,617$3.81M8.05%+3,60613F-HRTimeline
Perigon Wealth Management, LLC163,109$3.78M0.1%+2,56313F-HRTimeline
Fischer Financial Services, Inc.161,215$3.73M1.2%+70,06013F-HRTimeline
NYL Investors LLC153,500$3.56M0.23%+2,30013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…152,658$3.54M0.3%-115,41013F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.152,264$3.53M1.65%+4,98013F-HRTimeline
Rialto Wealth Management, LLC149,041$3.45M1.08%-2,14213F-HRTimeline
My Legacy Advisors, LLC148,491$3.44M1.33%+1,55413F-HRTimeline
Main Street Financial Solutions, LLC147,969$3.43M0.3%+8,20813F-HRTimeline
Stonekeep Investments, LLC147,265$3.41M2.52%+32,55813F-HRTimeline
Grey Fox Wealth Advisors, LLC146,504$3.39M0.91%-7,42113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…144,320$3.34M0.25%-21,90213F-HRTimeline
North Forty Two & Co.144,297$3.34M3.7%+9,04513F-HRTimeline
HARBOUR INVESTMENTS, INC.143,947$3.33M0.1%-8,20813F-HRTimeline
Northwest Capital Management Inc143,026$3.31M1.36%+36,54713F-HRTimeline
Chesapeake Wealth Management142,843$3.31M1.18%-2,29513F-HRTimeline
Emergent Wealth Advisors, LLC140,818$3.25M2.35%+3,60713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…139,862$3.24M0.35%+9,59713F-HR/ATimelineGroup
Patriot Financial Group Insurance Agenc…138,776$3.21M0.43%+12,26213F-HRTimeline
Compass Financial Group, INC/SD136,964$3.17M0.6%+30,46313F-HRTimeline
5T Wealth, LLC134,398$3.11M1.77%-26,05513F-HRTimeline
Curbstone Financial Management Corp128,100$2.97M0.63%+4,00013F-HRTimeline
LOWERY THOMAS, LLC124,635$2.89M1.97%-6,65613F-HRTimeline
HB Wealth Management, LLC123,766$2.87M0.02%-24,92813F-HRTimeline
Values Added Financial LLC122,047$2.83M1.57%+60,35413F-HRTimeline
JMG Financial Group, Ltd.117,341$2.72M0.09%-6,85413F-HRTimeline
Valmark Advisers, Inc.117,077$2.71M0.04%-24,00613F-HRTimeline
OARSMAN CAPITAL, INC.116,234$2.69M0.48%-6,58013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …114,976$2.66M0.17%-3,77913F-HRTimelineGroup
FULLCIRCLE WEALTH LLC114,881$2.66M1.1%+3,14313F-HRTimeline
Foundations Investment Advisors, LLC114,854$2.66M0.05%+8,27413F-HRTimeline
Financial Designs Corp112,572$2.61M1.82%+1,91913F-HRTimeline
Capital Management Associates, Inc111,814$2.59M0.59%+9,91713F-HRTimeline
Atria Investments, Inc108,310$2.51M0.03%+35,87713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC107,784$2.5M0.09%+4,50913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC107,743$2.5M1.19%-1,73413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC107,021$2.48M0.07%+11,15913F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC106,102$2.46M1.33%-26,44713F-HRTimeline
Blue Barn Wealth, LLC104,869$2.43M1.27%-15,52213F-HRTimeline
ETF Store, Inc.103,891$2.41M2.95%-2,18913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC103,630$2.4M0.65%013F-HRTimeline
Wealthspire Advisors, LLC103,235$2.39M0.01%-2,03813F-HRTimeline
M1 Capital Management LLC102,950$2.38M1.49%+11,64813F-HRTimeline
Victrix Investment Advisors104,042$2.37M1.25%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC101,741$2.36M0.05%-4,08013F-HRTimelineGroup
Maia Wealth LLC102,411$2.34M0.53%+5,58913F-HRTimeline
Retirement Planning Group, LLC100,939$2.34M0.11%-5,77013F-HRTimeline
CVA Family Office, LLC100,471$2.33M0.36%+6,58913F-HRTimeline