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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

643 managers (648 13F filers) reported a position in SCHZ shares at 2025-06-30, 163,740,487 shares in all. 41 filers opened a position and 44 filers sold out during the quarter.

Managers
643
13F filers
648
New
41
Added
226
Reduced
294
Sold out
44
Shares held by filers
163,740,487

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,425,217$289M0.02%+157,99413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,450,294$173M0.04%+98,66013F-HRTimelineGroup
Rockbridge Investment Management, LCC7,382,880$172M18.39%+477,75913F-HRTimeline
Avantax Planning Partners, Inc.6,987,851$162M5.15%+199,96113F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co5,587,068$130M9.74%+175,55413F-HRTimelineGroup
Financial Engines Advisors L.L.C.4,903,010$114M0.23%-39,72513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,121,443$95.8M+55,953Timeline
Total Wealth Planning, LLC3,807,960$88.5M11.18%+60,16713F-HRTimeline
HighTower Advisors, LLC3,651,599$84.9M0.11%+465,00213F-HRTimeline
OneDigital Investment Advisors LLC3,649,356$84.8M0.94%-282,31013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,579,337$82.5M0.14%-111,82213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,425,936$79.6M0.01%+219,94713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC2,608,946$60.6M6.76%+74,59613F-HRTimeline
Pioneer Wealth Management Group2,226,231$51.7M19.18%+261,22613F-HRTimeline
BlueSky Wealth Advisors, LLC2,123,549$49.4M7.17%+35,38513F-HRTimeline
Mariner, LLCin group Mariner, LLC2,105,158$48.9M0.07%-48,12513F-HRTimelineGroup
McAdam, LLC1,707,052$39.7M2.17%-946,90113F-HRTimeline
Destination Wealth Management1,465,975$34.1M1%-225,32713F-HRTimeline
Blue Trust, Inc.1,460,232$33.9M0.4%+78,13613F-HRTimeline
Horst & Graben Wealth Management LLC1,387,242$32.2M5.34%-101,26713F-HRTimeline
UBS Group AGin group UBS Group AG1,351,854$31.4M0.01%+130,26213F-HRTimelineGroup
FINANCIAL LIFE ADVISORS1,294,208$30.1M10.29%+43,13213F-HRTimeline
Austin Private Wealth, LLC1,258,004$29.2M2.32%-102,50513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,223,302$28.4M0.32%+113,65613F-HRTimelineGroup
ZynergyRetirementPlanningLLC1,221,958$28.4M19.05%+57,15313F-HRTimeline
KilterHowling LLC1,190,816$27.7M16.49%+25,26913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,175,683$27.3M1.04%+910,57713F-HRTimeline
TruNorth Capital Management, LLC1,170,551$27.2M6.05%+1,42713F-HRTimeline
THEORY FINANCIAL LLC1,153,479$26.6M10.11%-14,76213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,144,096$26.6M<0.01%-1,44613F-HRTimelineGroup
Mokosak Advisory Group, LLC1,082,876$25.2M7.12%+12,87413F-HRTimeline
Alliance Wealth Management Group1,027,933$23.9M6.08%-61,51313F-HRTimeline
Towercrest Capital Management1,027,933$23.9M4.26%-61,51313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,013,258$23.5M<0.01%-1,170,46513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,013,857$23.5M0.02%+95,53813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC990,638$23M0.39%-28,52913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV985,860$22.9M0.05%-22,95313F-HRTimeline
TSA Wealth Managment LLC976,395$22.7M8.29%-128,74113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.932,303$21.7M0.12%+142,36713F-HRTimeline
Plum Street Advisors, LLC928,881$21.6M9.52%-20,18613F-HRTimeline
Sanctuary Advisors, LLC928,696$21.6M0.13%-9,45113F-HRTimeline
Tenret Co LLC873,474$20.3M11.08%+42,06913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC865,452$20.1M0.01%+228,44413F-HRTimelineGroup
Phil A. Younker & Associates, Ltd.850,254$19.8M19.48%-108,30613F-HRTimeline
Asset Allocation Strategies LLC759,597$17.7M3.9%+82,18113F-HRTimeline
One Wealth Advisors, LLC743,795$17.3M2.4%-83,08513F-HRTimeline
Revolve Wealth Partners, LLC724,791$16.8M2.2%-18,13513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC708,480$16.5M0.64%-582,93713F-HRTimelineGroup
LPL Financial LLC682,961$15.9M0.01%+151,10313F-HRTimeline
CFS Investment Advisory Services, LLC681,165$15.8M1.3%-27,07813F-HRTimeline
Bond & Devick Financial Network, Inc.666,535$15.5M5.15%+26,12413F-HRTimeline
Revisor Wealth Management LLC668,043$15.4M5.56%+124,00113F-HRTimeline
Cetera Investment Advisers662,146$15.4M0.03%+56,79513F-HRTimeline
James J. Burns & Company, LLC649,813$15.1M2.46%-9,77613F-HRTimeline
Mutual Advisors, LLC647,225$14.9M0.37%+5,52513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…640,183$14.9M0.12%-86,20413F-HRTimelineGroup
Cedar Mountain Advisors, LLC623,079$14.5M3.01%+10,46313F-HRTimeline
AlphaStar Capital Management, LLC602,232$14M0.98%new13F-HRTimeline
CW Advisors, LLC596,702$13.9M0.13%-17,50013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC589,597$13.7M0.16%+37,37613F-HRTimeline
Columbus Macro, LLC583,498$13.6M1.66%+4,95013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC583,187$13.6M0.02%-9,57113F-HRTimelineGroup
Cypress Wealth Services, LLC518,250$12M2.16%-28,28313F-HRTimeline
Christensen, King & Associates Investme…497,739$11.6M5.3%+313F-HRTimeline
MYECFO, LLC483,048$11.2M5.51%+86013F-HRTimeline
Clearview Wealth Advisors LLC479,299$11.1M7.76%-6,39513F-HRTimeline
Summit Financial Strategies, Inc.478,742$11.1M1.03%-15,03513F-HRTimeline
Grove Street Fiduciary, LLC469,303$10.9M5.26%-3,93713F-HRTimeline
KICKSTAND VENTURES, LLC.464,677$10.8M2.52%-48,74513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.464,019$10.8M0.02%+226,93513F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC463,446$10.8M0.08%+140,44713F-HR/ATimelineGroup
Apriem Advisors457,705$10.6M1.13%+1,42113F-HRTimeline
SigFig Wealth Management, LLC441,479$10.2M0.34%-1,06513F-HRTimeline
Mayflower Financial Advisors, LLC430,986$10M1.4%+10,47813F-HRTimeline
Creative Planningin group Creative Planning429,252$9.98M0.01%+24,25713F-HRTimelineGroup
Forthright Family Wealth Advisory LLC420,274$9.77M6.19%-11,66613F-HRTimeline
Beacon Pointe Advisors, LLC415,409$9.65M0.1%-2,27613F-HRTimeline
IFP Advisors, Inc412,764$9.59M0.27%+44,87313F-HRTimeline
FFG RETIREMENT ADVISORS LLC411,030$9.55M5.98%-181,91613F-HRTimeline
Affinity Capital Advisors, LLC397,275$9.23M1.59%-6,58613F-HRTimeline
Larson Financial Group LLC394,466$9.17M0.37%-59,04013F-HRTimeline
AlphaCore Capital LLC388,794$9.04M0.34%+299,43913F-HRTimeline
Focus Financial Network, Inc.380,459$8.84M0.35%-13,19813F-HRTimeline
AE Wealth Management LLC369,343$8.58M0.06%+15,75413F-HRTimeline
Tempus Wealth Planning, LLC363,991$8.46M2.11%+15,70713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…362,011$8.41M0.19%-22,24313F-HRTimelineGroup
MorganRosel Wealth Management, LLC361,995$8.41M2.3%+6,21613F-HRTimeline
Waterford Advisors, LLC13,381$8.17M3.28%-331,90413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…350,661$8.15M0.01%+15,48513F-HRTimelineGroup
Cambridge Investment Research Advisors,…341,231$7.93M0.02%+107,77613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.339,477$7.89M0.35%-24,84313F-HRTimeline
Waverly Advisors, LLC337,430$7.84M0.09%-5,57513F-HRTimeline
Integrated Wealth Concepts LLC327,140$7.6M0.08%+27,99913F-HRTimeline
Peak Financial Management, Inc.324,053$7.53M2.14%+23,63413F-HRTimeline
Merit Financial Group, LLC315,459$7.33M0.08%-41,70713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC313,659$7.29M0.66%-2,037,89113F-HRTimeline
Security Financial Services, INC.311,921$7.25M1.28%-125,68113F-HRTimeline
Avior Wealth Management, LLC308,693$7.17M0.25%+5,13013F-HRTimeline
CWM, LLCin group CWM, LLC307,973$7.16M0.03%-96,68313F-HRTimelineGroup
Curtis Advisory Group, LLC300,736$6.99M1.76%+60,20413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC296,451$6.89M2.5%+9,20313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC289,524$6.73M2.36%+13,82813F-HRTimeline
Clay Northam Wealth Management, LLC286,943$6.67M4.26%-2,89813F-HRTimeline
Independent Solutions Wealth Management…281,458$6.54M1.28%-2,48413F-HRTimeline
Marotta Asset Management278,954$6.48M1.3%+134,58813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC275,440$6.4M0.06%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding273,678$6.36M-186,342Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV265,566$6.17M0.44%+11,92713F-HRTimeline
Bluespring Wealth Management, LLC262,756$6.11M0.58%-9,96313F-HRTimeline
Apeiron RIA LLC255,679$5.94M1.53%+28,49013F-HRTimeline
Bogart Wealth, LLC251,375$5.84M0.25%-2,18913F-HRTimeline
Fairway Financial, LLC250,900$5.83M4.93%-64213F-HRTimeline
Midwest Financial Group LLC250,772$5.83M3.06%+39,04613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…248,152$5.77M0.2%-18,01513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC242,913$5.65M0.2%-3,88213F-HRTimeline
Nalls Sherbakoff Group, LLC242,789$5.64M4.11%-3,25113F-HRTimeline
Spectrum Planning & Advisory Services I…230,955$5.37M3.47%-84,89513F-HRTimeline
WealthShield Partners, LLC230,787$5.36M0.65%-71,50813F-HRTimeline
Smart Money Group LLC230,173$5.35M1.68%+24,14613F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…229,870$5.34M1.69%+1,58013F-HRTimelineGroup
Vertex Planning Partners, LLC228,497$5.31M1.11%-14313F-HRTimeline
Guardian Financial Partners, LLC228,321$5.31M2.38%+21,06413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding224,444$5.2M+129,042Timeline
Advisor OS, LLCin group Advisor OS, LLC218,775$5.08M0.5%new13F-HRTimelineGroup
Tradition Wealth Management, LLC218,331$5.07M0.41%-6,01813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management215,504$5.01M0.07%-2,69213F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC211,119$4.91M1.95%+14,82613F-HRTimeline
Robertson Stephens Wealth Management, L…210,145$4.88M0.17%-24,87313F-HRTimeline
Atria Wealth Solutions, Inc.199,524$4.63M0.1%-40,67113F-HRTimeline
Manske Wealth Management198,269$4.61M1.52%+6,76013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC198,203$4.61M0.33%-23,90313F-HRTimeline
Hoxton Planning & Management, LLC196,187$4.56M1.58%+11,04313F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV190,577$4.43M1.33%+6,27913F-HRTimeline
Curi Capital, LLC189,313$4.4M0.08%-29,35213F-HRTimeline
Brady Martz Wealth Solutions, LLC188,746$4.39M0.85%-173,33513F-HRTimeline
HC Advisors, LLC188,732$4.39M3.1%+1,81013F-HRTimeline
Main Street Financial Solutions, LLC188,141$4.37M0.32%+40,17213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…187,873$4.37M1.22%-4,34413F-HRTimelineGroup
BFSG, LLC187,326$4.35M0.49%-1,68013F-HRTimeline
Krilogy Financial LLC186,778$4.34M0.25%-5,51513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…186,117$4.33M0.01%+169,69613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC183,946$4.28M0.01%-52,14913F-HRTimeline
Bestgate Wealth Advisors, LLC182,547$4.23M8.76%013F-HRTimeline
Fischer Financial Services, Inc.178,765$4.13M1.22%+17,55013F-HRTimeline
TPG Advisors LLC177,723$4.13M2.99%-90,00113F-HRTimeline
VSM Wealth Advisory, LLC177,281$4.12M1.36%+1,02213F-HRTimeline
Stonekeep Investments, LLC177,178$4.12M2.77%+29,91313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…177,133$4.12M0.31%+24,47513F-HRTimelineGroup
WealthPLAN Partners, LLC173,802$4.04M0.65%-8,54013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC171,075$3.98M0.01%-8,72813F-HRTimeline
Rialto Wealth Management, LLC167,431$3.89M1.09%+18,39013F-HRTimeline
Friedenthal Financial166,900$3.88M2.13%-3,10313F-HRTimeline
Breakwater Investment Management165,106$3.84M1.48%-20,68913F-HRTimeline
Perigon Wealth Management, LLC163,796$3.81M0.09%+68713F-HRTimeline
Compass Financial Group, INC/SD163,098$3.79M0.62%+26,13413F-HRTimeline
Empirical Financial Services, LLC d.b.a…158,145$3.68M0.08%-7,37813F-HRTimeline
Lifelong Wealth Advisors, Inc.151,255$3.52M1.17%-1,00913F-HRTimeline
OARSMAN CAPITAL, INC.151,220$3.51M0.55%+34,98613F-HRTimeline
Valpey Financial Services, LLC149,756$3.48M2.41%13F-HRTimeline
NYL Investors LLC148,797$3.46M0.95%-4,70313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…148,688$3.46M0.24%+4,36813F-HRTimeline
Hidden Cove Wealth Management, LLC146,882$3.41M2.47%-45,37713F-HRTimeline
North Forty Two & Co.144,097$3.35M3.56%-20013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC141,445$3.29M1.62%+35,34313F-HRTimeline
Grey Fox Wealth Advisors, LLC140,184$3.26M0.78%-6,32013F-HRTimeline
Chesapeake Wealth Management138,998$3.23M1.08%-3,84513F-HRTimeline
My Legacy Advisors, LLC138,921$3.2M1.14%-9,57013F-HRTimeline
Emergent Wealth Advisors, LLC137,244$3.19M2.04%-3,57413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…134,560$3.13M0.33%-5,30213F-HR/ATimelineGroup
Global Retirement Partners, LLC133,131$3.09M0.08%13F-HRTimeline
Patriot Financial Group Insurance Agenc…128,738$2.99M0.34%-10,03813F-HRTimeline
Foundations Investment Advisors, LLC124,921$2.9M0.05%+10,06713F-HRTimeline
Curbstone Financial Management Corp124,100$2.88M0.59%-4,00013F-HRTimeline
LOWERY THOMAS, LLC123,794$2.88M1.84%-84113F-HRTimeline
HARBOUR INVESTMENTS, INC.123,662$2.87M0.07%-20,28513F-HRTimeline
5T Wealth, LLC120,045$2.79M1.42%-14,35313F-HRTimeline
JMG Financial Group, Ltd.116,995$2.72M0.08%-34613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC113,838$2.65M0.07%+6,81713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding112,708$2.62M+47,575Timeline
VanderPol Investments L.L.C.112,247$2.61M5.48%-52,37013F-HRTimeline
Valmark Advisers, Inc.112,195$2.61M0.04%-4,88213F-HRTimeline
FULLCIRCLE WEALTH LLC112,161$2.6M0.97%-2,72013F-HRTimeline
Financial Designs Corp111,628$2.59M1.59%-94413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …110,682$2.57M0.18%-4,29413F-HRTimelineGroup
Victrix Investment Advisors108,797$2.53M1.12%+4,75513F-HRTimeline
FLOW TRADERS U.S. LLC108,551$2.52M0.09%new13F-HRTimeline
Atria Investments, Inc108,004$2.51M0.03%-30613F-HRTimeline
Omega Financial Group, LLC105,788$2.46M0.89%+7,73413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC105,550$2.45M0.07%-2,23413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC103,630$2.41M0.61%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC103,365$2.4M0.05%+1,62413F-HRTimelineGroup
Blue Barn Wealth, LLC102,198$2.38M1.12%-2,67113F-HRTimeline
ETF Store, Inc.101,678$2.36M2.74%-2,21313F-HRTimeline
M1 Capital Management LLC101,422$2.36M1.19%-1,52813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC99,340$2.31M1%-8,40313F-HRTimeline
Maia Wealth LLC99,233$2.31M0.44%-3,17813F-HRTimeline
Wealthspire Advisors, LLC99,179$2.3M0.01%-4,05613F-HRTimeline
CVA Family Office, LLC98,517$2.29M0.32%-1,95413F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV103,429$2.29M2.22%-5,20813F-HRTimeline
Bangor Savings Bank97,520$2.27M0.2%+10813F-HRTimeline