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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

625 managers (630 13F filers) reported a position in SCHZ shares at 2025-09-30, 166,587,461 shares in all. 46 filers opened a position and 59 filers sold out during the quarter.

Managers
625
13F filers
630
New
46
Added
275
Reduced
231
Sold out
59
Shares held by filers
166,587,461

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO12,136,400$285M0.02%-288,81713F-HR/ATimelineGroup
Rockbridge Investment Management, LCC7,958,838$187M18.44%+575,95813F-HRTimeline
Avantax Planning Partners, Inc.7,183,067$169M4.83%+195,21613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,226,748$146M0.03%-1,223,54613F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co5,946,824$140M9.48%+359,75613F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,427,583$127M0.24%+524,57313F-HRTimeline
Total Wealth Planning, LLC4,138,120$97.1M11.24%+330,16013F-HRTimeline
HighTower Advisors, LLC3,812,953$89.5M0.1%+161,35413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,630,218$85.1M0.13%+50,88113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,411,835$80.1M-709,608Timeline
OneDigital Investment Advisors LLC3,319,285$77.9M0.8%-330,07113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,224,443$75.7M0.01%-201,49313F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC2,717,842$63.8M6.54%+108,89613F-HRTimeline
Pioneer Wealth Management Group2,395,677$56.2M18.15%+169,44613F-HRTimeline
BlueSky Wealth Advisors, LLC2,241,127$52.6M7.09%+117,57813F-HRTimeline
Mariner, LLCin group Mariner, LLC2,074,882$48.7M0.06%-30,27613F-HRTimelineGroup
McAdam, LLC1,779,505$41.8M2.06%+72,45313F-HRTimeline
Cetera Investment Advisers1,639,115$38.5M0.04%+976,96913F-HRTimeline
Blue Trust, Inc.1,479,884$34.7M0.39%+19,65213F-HRTimeline
Horst & Graben Wealth Management LLC1,413,028$33.2M5.07%+25,78613F-HRTimeline
Destination Wealth Management1,378,648$32.4M0.89%-87,32713F-HRTimeline
FINANCIAL LIFE ADVISORS1,369,594$32.1M10.33%+75,38613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,301,812$30.6M1.04%+126,12913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,274,789$29.9M0.29%+51,48713F-HRTimelineGroup
ZynergyRetirementPlanningLLC1,250,430$29.3M18.51%+28,47213F-HRTimeline
KilterHowling LLC1,223,612$28.7M15.99%+32,79613F-HRTimeline
THEORY FINANCIAL LLC1,210,096$28.6M10.09%+56,61713F-HRTimeline
TruNorth Capital Management, LLC1,215,223$28.5M5.64%+44,67213F-HRTimeline
Phil A. Younker & Associates, Ltd.1,205,971$28.3M21.68%+355,71713F-HRTimeline
Austin Private Wealth, LLC1,180,966$27.7M2.13%-77,03813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,171,388$27.4M0.02%+157,53113F-HRTimelineGroup
Modern Wealth Management, LLC1,153,141$27.1M0.54%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,138,562$26.7M<0.01%-5,53413F-HR/ATimelineGroup
Mokosak Advisory Group, LLC1,116,296$26.2M6.85%+33,42013F-HRTimeline
Alliance Wealth Management Group1,063,942$25M5.55%+36,00913F-HRTimeline
Towercrest Capital Management1,063,942$25M4.01%+36,00913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,059,552$24.8M0.03%+595,53313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,004,082$23.6M0.37%+13,44413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,000,282$23.5M<0.01%-12,97613F-HR/ATimelineGroup
Plum Street Advisors, LLC992,096$23.3M8.99%+63,21513F-HRTimeline
NorthRock Partners, LLC935,642$22M0.4%new13F-HRTimeline
TSA Wealth Managment LLC923,494$21.7M7.37%-52,90113F-HRTimeline
Tenret Co LLC886,074$20.8M10.76%+12,60013F-HRTimeline
Sanctuary Advisors, LLC870,587$20.4M0.12%-58,10913F-HR/ATimeline
LPL Financial LLC863,051$20.3M0.01%+180,09013F-HRTimeline
Asset Allocation Strategies LLC839,803$19.7M3.9%+80,20613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV828,833$19.5M0.03%-157,02713F-HRTimeline
One Wealth Advisors, LLC805,324$18.9M2.37%+61,52913F-HRTimeline
Vestmark Advisory Solutions, Inc.775,096$18.2M0.35%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC775,096$18.2M1.27%new13F-HRTimeline
Revolve Wealth Partners, LLC753,124$17.7M2.12%+28,33313F-HRTimeline
Bond & Devick Financial Network, Inc.746,516$17.5M5.27%+79,98113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC703,175$16.5M0.13%+113,57813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC702,614$16.5M0.01%-162,83813F-HRTimelineGroup
CFS Investment Advisory Services, LLC689,271$16.3M1.21%+8,10613F-HRTimeline
Revisor Wealth Management LLC694,514$16.3M5.61%+26,47113F-HRTimeline
UBS Group AGin group UBS Group AG690,882$16.2M<0.01%-660,97213F-HRTimelineGroup
Mutual Advisors, LLC683,383$16.2M0.36%+36,15813F-HRTimeline
James J. Burns & Company, LLC662,116$15.5M2.32%+12,30313F-HRTimeline
Cedar Mountain Advisors, LLC645,702$15.2M2.95%+22,62313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC628,623$14.8M0.02%+45,43613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…620,489$14.6M0.1%-19,69413F-HRTimelineGroup
Columbus Macro, LLC593,069$13.9M1.58%+9,57113F-HRTimeline
Christensen, King & Associates Investme…511,189$12M5.15%+13,45013F-HRTimeline
Clearview Wealth Advisors LLC497,588$11.7M7.48%+18,28913F-HRTimeline
MYECFO, LLC495,524$11.6M5.29%+12,47613F-HRTimeline
Cypress Wealth Services, LLC492,968$11.6M1.89%-25,28213F-HRTimeline
KICKSTAND VENTURES, LLC.488,342$11.5M2.52%+23,66513F-HRTimeline
Grove Street Fiduciary, LLC468,137$11M5.19%-1,16613F-HRTimeline
Summit Financial Strategies, Inc.465,278$10.9M0.94%-13,46413F-HRTimeline
Apriem Advisors460,500$10.8M1.02%+2,79513F-HRTimeline
Mayflower Financial Advisors, LLC453,715$10.6M1.34%+22,72913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC453,304$10.6M0.06%-10,14213F-HR/ATimelineGroup
Creative Planningin group Creative Planning429,757$10.1M0.01%+50513F-HRTimelineGroup
SigFig Wealth Management, LLC426,419$9.99M0.31%-15,06013F-HRTimeline
IFP Advisors, Inc421,612$9.9M0.26%+8,84813F-HR/ATimeline
AE Wealth Management LLC407,177$9.56M0.06%+37,83413F-HRTimeline
MorganRosel Wealth Management, LLC400,712$9.4M2.44%+38,71713F-HRTimeline
Affinity Capital Advisors, LLC396,201$9.3M1.43%-1,07413F-HRTimeline
AlphaCore Capital LLC394,529$9.26M0.31%+5,73513F-HRTimeline
Focus Financial Network, Inc.393,704$9.24M0.33%+13,24513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…393,699$9.24M0.01%+43,03813F-HRTimelineGroup
Beacon Pointe Advisors, LLC393,138$9.23M0.08%-22,27113F-HRTimeline
Waterford Advisors, LLC384,326$9.02M3.12%+370,94513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…370,712$8.7M0.19%+8,70113F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC369,208$8.67M5.38%-41,82213F-HRTimeline
Tempus Wealth Planning, LLC364,034$8.54M1.96%+4313F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC355,327$8.34M5.49%new13F-HRTimeline
Larson Financial Group LLC351,176$8.24M0.29%-43,29013F-HRTimeline
Integrated Wealth Concepts LLC346,669$8.14M0.07%+19,52913F-HRTimeline
Peak Financial Management, Inc.338,789$7.95M2.1%+14,73613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC336,780$7.9M0.67%+23,12113F-HRTimeline
Ashton Thomas Private Wealth, LLC336,122$7.89M0.2%+93,20913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC335,703$7.88M0.28%-372,77713F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC329,225$7.73M2.49%+39,70113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.320,857$7.53M0.32%-18,62013F-HRTimeline
Forthright Family Wealth Advisory LLC313,206$7.35M4.52%-107,06813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC311,250$7.31M2.42%+14,79913F-HRTimeline
Merit Financial Group, LLC306,927$7.2M0.07%-8,53213F-HR/ATimeline
Apeiron RIA LLC301,688$7.09M1.6%+46,00913F-HRTimeline
Avior Wealth Management, LLC299,830$7.04M0.23%-8,86313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV298,407$7M0.47%+32,84113F-HRTimeline
Bluespring Wealth Management, LLC294,069$6.9M0.6%+31,31313F-HRTimeline
MAI Capital Management284,088$6.67M0.04%+224,11513F-HRTimeline
Marotta Asset Management284,010$6.66M1.25%+5,05613F-HRTimeline
Clay Northam Wealth Management, LLC281,620$6.61M3.78%-5,32313F-HRTimeline
Independent Solutions Wealth Management…279,316$6.56M1.16%-2,14213F-HRTimeline
Curtis Advisory Group, LLC264,606$6.21M1.41%-36,13013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC263,741$6.19M0.05%-11,69913F-HRTimelineGroup
Waverly Advisors, LLC261,204$6.13M0.06%-76,22613F-HRTimeline
Cambridge Investment Research Advisors,…257,081$6.03M0.02%-84,15013F-HRTimeline
Midwest Financial Group LLC256,910$6.03M2.87%+6,13813F-HRTimeline
Fairway Financial, LLC255,615$6M4.73%+4,71513F-HRTimeline
Cornerstone Planning Group LLC223,462$5.96M0.95%+223,06713F-HRTimeline
Bogart Wealth, LLC249,047$5.85M0.24%-2,32813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…248,673$5.84M1.45%+18,80313F-HRTimelineGroup
Security Financial Services, INC.248,177$5.82M0.94%-63,74413F-HRTimeline
Nalls Sherbakoff Group, LLC247,942$5.82M3.93%+5,15313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding246,234$5.78M-27,444Timeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…240,270$5.64M0.39%+63,13713F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…234,233$5.5M0.17%-13,91913F-HRTimelineGroup
WealthShield Partners, LLC231,127$5.42M0.62%+34013F-HRTimeline
Vertex Planning Partners, LLC229,453$5.39M1.03%+95613F-HRTimeline
Hoxton Planning & Management, LLC222,333$5.22M1.68%+26,14613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC218,628$5.13M0.44%-14713F-HRTimelineGroup
OLD MISSION CAPITAL LLC216,925$5.09M0.18%new13F-HRTimeline
Guardian Financial Partners, LLC215,456$5.06M2.13%-12,86513F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV215,071$5.05M1.39%+24,49413F-HRTimeline
Tradition Wealth Management, LLC215,027$5.05M0.37%-3,30413F-HRTimeline
Beacon Bridge Wealth Partners, LLC214,211$5.03M1.79%+3,09213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management202,407$4.75M0.06%-13,09713F-HRTimelineGroup
Main Street Financial Solutions, LLC201,166$4.72M0.3%+13,02513F-HRTimeline
Manske Wealth Management199,740$4.69M1.44%+1,47113F-HRTimeline
Compass Financial Group, INC/SD199,664$4.69M0.7%+36,56613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC196,657$4.62M0.3%-1,54613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…196,654$4.62M1.26%+8,78113F-HRTimelineGroup
Stonekeep Investments, LLC192,030$4.51M2.86%+14,85213F-HRTimeline
Fischer Financial Services, Inc.191,230$4.49M1.21%+12,46513F-HRTimeline
SageView Advisory Group, LLC190,755$4.48M0.15%+147,64613F-HRTimeline
Curi Capital, LLC188,567$4.43M0.08%-74613F-HRTimeline
WealthPLAN Partners, LLC188,124$4.42M0.66%+14,32213F-HRTimeline
Brady Martz Wealth Solutions, LLC187,840$4.41M0.8%-90613F-HRTimeline
Bestgate Wealth Advisors, LLC187,537$4.4M7.77%+4,99013F-HRTimeline
CWM, LLCin group CWM, LLC185,525$4.35M0.01%-122,44813F-HRTimelineGroup
HC Advisors, LLC185,418$4.35M3.06%-3,31413F-HRTimeline
TPG Advisors LLC184,757$4.34M2.85%+7,03413F-HRTimeline
BFSG, LLC184,036$4.32M0.42%-3,29013F-HRTimeline
Krilogy Financial LLC175,115$4.09M0.15%-11,66313F-HRTimeline
Spectrum Planning & Advisory Services I…166,908$3.92M2.21%-64,04713F-HRTimeline
Perigon Wealth Management, LLC165,491$3.88M0.08%+1,69513F-HRTimeline
Friedenthal Financial164,888$3.87M2%-2,01213F-HRTimeline
Lifelong Wealth Advisors, Inc.160,378$3.76M1.12%+9,12313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC156,863$3.68M<0.01%-14,21213F-HRTimeline
Valpey Financial Services, LLC156,521$3.67M2.4%+6,76513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…152,213$3.57M0.39%+17,65313F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…151,442$3.55M0.07%-6,70313F-HRTimeline
Strategic Wealth Partners, Ltd.149,021$3.5M0.26%new13F-HRTimeline
Breakwater Investment Management148,971$3.5M1.29%-16,13513F-HRTimeline
NYL Investors LLC148,158$3.48M1.14%-63913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC146,324$3.43M1.6%+4,87913F-HRTimeline
Smart Money Group LLC145,788$3.42M1.01%-84,38513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…143,729$3.37M0.22%-4,95913F-HRTimeline
OARSMAN CAPITAL, INC.143,502$3.37M0.47%-7,71813F-HRTimeline
Hidden Cove Wealth Management, LLC142,477$3.34M2.21%-4,40513F-HRTimeline
Grey Fox Wealth Advisors, LLC140,153$3.29M0.67%-3113F-HRTimeline
Global Retirement Partners, LLC140,099$3.29M0.07%+6,96813F-HRTimeline
Farther Finance Advisors, LLC138,312$3.25M0.05%+107,35713F-HRTimeline
Patriot Financial Group Insurance Agenc…138,147$3.24M0.42%+9,40913F-HRTimeline
North Forty Two & Co.137,294$3.22M3.15%-6,80313F-HRTimeline
Chesapeake Wealth Management137,018$3.22M0.98%-1,98013F-HRTimeline
LOWERY THOMAS, LLC136,850$3.21M1.85%+13,05613F-HRTimeline
Emergent Wealth Advisors, LLC134,811$3.16M1.83%-2,43313F-HRTimeline
HARBOUR INVESTMENTS, INC.134,384$3.15M0.07%+10,72213F-HRTimeline
Curbstone Financial Management Corp133,700$3.14M0.6%+9,60013F-HRTimeline
Keystone Wealth Services, LLC133,123$3.12M0.68%new13F-HRTimeline
Foundations Investment Advisors, LLC132,929$3.12M0.05%+8,00813F-HRTimeline
VanderPol Investments L.L.C.130,804$3.1M6.01%+18,55713F-HRTimeline
Red Tortoise LLC128,406$3.01M1.32%+33,17613F-HRTimeline
5T Wealth, LLC128,089$3.01M1.31%+8,04413F-HRTimeline
MML INVESTORS SERVICES, LLC117,788$2.76M0.01%-66,15813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding116,944$2.74M-107,500Timeline
Valmark Advisers, Inc.111,418$2.61M0.03%-77713F-HRTimeline
Maia Wealth LLC111,489$2.61M0.44%+12,25613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC111,208$2.61M0.06%-2,63013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …110,307$2.59M0.32%-37513F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC109,314$2.57M0.1%+19,65813F-HRTimeline
Financial Designs Corp108,277$2.55M1.48%-3,35113F-HRTimeline
Zhang Financial LLC106,868$2.51M0.1%+9,48813F-HRTimeline
Omega Financial Group, LLC106,679$2.5M0.84%+89113F-HRTimeline
ETF Store, Inc.105,739$2.48M2.63%+4,06113F-HRTimeline
Simplicity Wealth,LLC105,038$2.47M0.14%+80,82213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC104,852$2.46M0.06%-69813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC103,514$2.43M0.05%+14913F-HRTimelineGroup
NWAM LLC102,632$2.43M0.13%+4,72313F-HR/ATimeline
CVA Family Office, LLC102,782$2.41M0.31%+4,26513F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO102,630$2.41M0.44%+9,73913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC102,569$2.41M<0.01%new13F-HRTimelineGroup
FULLCIRCLE WEALTH LLC102,545$2.4M0.85%-9,61613F-HRTimeline
M1 Capital Management LLC102,399$2.4M1.04%+97713F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV102,443$2.38M2.08%-98613F-HRTimeline