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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

666 managers (671 13F filers) reported a position in SCHZ shares at 2025-12-31, 177,560,075 shares in all. 54 filers opened a position and 49 filers sold out during the quarter.

Managers
666
13F filers
671
New
54
Added
289
Reduced
215
Sold out
49
Shares held by filers
177,560,075

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO12,588,220$294M0.02%+451,82013F-HRTimelineGroup
Rockbridge Investment Management, LCC8,957,935$209M19.47%+999,09713F-HRTimeline
Avantax Planning Partners, Inc.7,447,340$174M4.87%+264,27313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,367,972$149M0.03%+141,22413F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co6,215,188$145M9.55%+268,36413F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,396,451$126M0.24%-31,13213F-HRTimeline
HighTower Advisors, LLC4,117,942$96.2M0.11%+304,98913F-HRTimeline
CWM, LLCin group CWM, LLC4,022,406$94M0.25%+3,836,88113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,951,537$92.5M0.13%+321,31913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,748,696$87.6M0.01%+524,25313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC3,117,962$72.9M0.71%-201,32313F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,943,613$68.9M6.16%+225,77113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,425,965$56.7M-985,870Timeline
BlueSky Wealth Advisors, LLC2,400,575$56.1M7.4%+159,44813F-HRTimeline
Mariner, LLCin group Mariner, LLC2,136,384$49.9M0.06%+61,50213F-HRTimelineGroup
Destination Wealth Management1,945,776$45.5M1.19%+567,12813F-HRTimeline
McAdam, LLC1,916,045$44.8M2.05%+136,54013F-HRTimeline
Pioneer Wealth Management Group1,814,258$42.4M12.87%-581,41913F-HRTimeline
Cetera Investment Advisers1,652,505$38.6M0.04%+13,39013F-HRTimeline
Blue Trust, Inc.1,551,549$36.3M0.41%+71,66513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,482,876$34.7M0.02%+311,48813F-HRTimelineGroup
FINANCIAL LIFE ADVISORS1,477,753$34.5M10.65%+108,15913F-HRTimeline
Phil A. Younker & Associates, Ltd.1,468,133$34.3M23.92%+262,16213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,441,944$33.7M1.07%+140,13213F-HRTimeline
Horst & Graben Wealth Management LLC1,389,168$32.5M4.9%-23,86013F-HRTimeline
TruNorth Capital Management, LLC1,271,246$29.7M5.64%+56,02313F-HRTimeline
KilterHowling LLC1,256,444$29.4M14.88%+32,83213F-HRTimeline
ZynergyRetirementPlanningLLC1,251,547$29.2M18.06%+1,11713F-HRTimeline
NorthRock Partners, LLC1,185,787$27.7M0.47%+250,14513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,183,283$27.7M<0.01%+44,72113F-HRTimelineGroup
Modern Wealth Management, LLC1,179,235$27.6M0.5%+26,09413F-HRTimeline
Mokosak Advisory Group, LLC1,152,078$26.9M6.76%+35,78213F-HRTimeline
THEORY FINANCIAL LLC1,139,188$26.7M9%-70,90813F-HRTimeline
Plum Street Advisors, LLC1,130,941$26.4M9.41%+138,84513F-HRTimeline
Austin Private Wealth, LLC1,116,835$26.1M1.96%-64,13113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,077,703$25.2M0.04%+18,15113F-HRTimelineGroup
Alliance Wealth Management Group1,018,851$23.8M5.23%-45,09113F-HRTimeline
Towercrest Capital Management1,018,851$23.8M3.75%-45,09113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY991,763$23.2M<0.01%-8,51913F-HR/ATimelineGroup
Creative Planningin group Creative Planning953,057$22.3M0.02%+523,30013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV939,297$22M0.03%+110,46413F-HRTimeline
TSA Wealth Managment LLC938,747$21.9M7.27%+15,25313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC935,914$21.9M0.33%-68,16813F-HRTimeline
Tenret Co LLC913,651$21.4M10.81%+27,57713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC885,913$20.7M0.19%-388,87613F-HRTimelineGroup
Asset Allocation Strategies LLC882,937$20.6M3.82%+43,13413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC866,561$20.3M0.97%+91,46513F-HRTimeline
Vestmark Advisory Solutions, Inc.866,448$20.2M0.27%+91,35213F-HRTimeline
LPL Financial LLC842,638$19.7M0.01%-20,41313F-HRTimeline
Sanctuary Advisors, LLC839,357$19.6M0.11%-31,23013F-HRTimeline
Bond & Devick Financial Network, Inc.822,996$19.2M5.42%+76,48013F-HRTimeline
One Wealth Advisors, LLC797,267$18.6M2.28%-8,05713F-HRTimeline
Revolve Wealth Partners, LLC789,604$18.5M2.17%+36,48013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC781,082$18.3M0.14%+77,90713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…743,324$17.4M2.1%13F-HRTimeline
Revisor Wealth Management LLC740,283$17.3M4.64%+45,76913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC692,539$16.2M0.01%-10,07513F-HRTimelineGroup
Mutual Advisors, LLC690,824$16.1M0.35%+7,44113F-HRTimeline
UBS Group AGin group UBS Group AG674,672$15.8M<0.01%-16,21013F-HRTimelineGroup
James J. Burns & Company, LLC671,466$15.7M2.17%+9,35013F-HRTimeline
Pacific Park Financial, Inc.640,008$15M9.34%13F-HRTimeline
CFS Investment Advisory Services, LLC633,702$14.8M1.08%-55,56913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC628,347$14.7M0.5%+292,64413F-HRTimelineGroup
Cedar Mountain Advisors, LLC627,593$14.7M2.83%-18,10913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC621,726$14.5M0.02%-6,89713F-HRTimelineGroup
Columbus Macro, LLC597,513$14M1.53%+4,44413F-HRTimeline
Amicus Financial Advisors, LLC574,351$13.4M3.74%13F-HRTimeline
Arnold Financial Planning LLC564,204$13.2M13.59%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…563,098$13.2M0.08%-57,39113F-HRTimelineGroup
CFG Wealth Management Services, Inc.558,657$13.1M11.91%13F-HRTimeline
Cypress Wealth Services, LLC549,682$12.8M1.78%+56,71413F-HRTimeline
Christensen, King & Associates Investme…530,451$12.4M5.29%+19,26213F-HRTimeline
EP Wealth Advisors, LLC523,420$12.2M0.06%13F-HRTimeline
MYECFO, LLC513,371$12M5.09%+17,84713F-HRTimeline
Clearview Wealth Advisors LLC505,777$11.8M7.49%+8,18913F-HRTimeline
KICKSTAND VENTURES, LLC.484,183$11.3M2.38%-4,15913F-HRTimeline
SigFig Wealth Management, LLC469,825$11M0.33%+43,40613F-HRTimeline
Grove Street Fiduciary, LLC466,430$10.9M4.56%-1,70713F-HRTimeline
Apriem Advisors460,852$10.8M0.99%+35213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC457,992$10.7M0.06%+4,68813F-HRTimelineGroup
IFP Advisors, Inc453,917$10.6M0.24%+32,30513F-HRTimeline
Ballast Financial Advisors LLC451,800$10.6M10.87%13F-HRTimeline
Mayflower Financial Advisors, LLC441,754$10.3M1.25%-11,96113F-HRTimeline
MorganRosel Wealth Management, LLC423,510$9.9M2.48%+22,79813F-HRTimeline
Summit Financial Strategies, Inc.414,423$9.69M0.8%-50,85513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…404,983$9.46M0.19%+34,27113F-HRTimelineGroup
Affinity Capital Advisors, LLC401,793$9.39M1.3%+5,59213F-HRTimeline
Focus Financial Network, Inc.398,837$9.32M0.32%+5,13313F-HRTimeline
Tempus Wealth Planning, LLC397,795$9.3M2.13%+33,76113F-HRTimeline
AlphaCore Capital LLC396,007$9.25M0.21%+1,47813F-HRTimeline
Daviman Financial, LLC389,946$9.11M5.35%13F-HRTimeline
Security Financial Services, INC.389,230$9.1M1.43%+141,05313F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC385,142$9M5.75%+29,81513F-HRTimeline
Beacon Pointe Advisors, LLC374,237$8.75M0.06%-18,90113F-HRTimeline
Ashton Thomas Private Wealth, LLC369,548$8.64M0.21%+33,42613F-HRTimeline
FFG RETIREMENT ADVISORS LLC365,927$8.55M5.3%-3,28113F-HRTimeline
AE Wealth Management LLC363,972$8.51M0.05%-43,20513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC360,315$8.42M0.71%+23,53513F-HRTimeline
Unify Financial Advisors359,234$8.4M8.75%13F-HRTimeline
Peak Financial Management, Inc.353,378$8.26M2.13%+14,58913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC341,977$7.99M2.5%+30,72713F-HRTimeline
RESTON WEALTH MANAGEMENT LLC335,417$7.84M2.4%+6,19213F-HRTimeline
Larson Financial Group LLC332,361$7.77M0.26%-18,81513F-HRTimeline
Avior Wealth Management, LLC319,946$7.48M0.23%+20,11613F-HRTimeline
Forthright Family Wealth Advisory LLC319,426$7.46M4.69%+6,22013F-HRTimeline
Cambridge Investment Research Advisors,…318,401$7.44M0.02%+61,32013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.318,304$7.44M0.31%-2,55313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV315,094$7.36M0.46%+16,68713F-HRTimeline
MAI Capital Management314,483$7.35M0.04%+30,39513F-HRTimeline
Bluespring Wealth Management, LLC305,279$7.13M0.61%+11,21013F-HRTimeline
Midwest Financial Group LLC302,319$7.07M3.12%+45,40913F-HRTimeline
Hoxton Planning & Management, LLC287,218$6.71M2.01%+64,88513F-HRTimeline
WealthShield Partners, LLC284,919$6.66M0.73%+53,79213F-HRTimeline
Merit Financial Group, LLC283,848$6.63M0.05%-23,07913F-HRTimeline
Curtis Advisory Group, LLC282,275$6.6M1.38%+17,66913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC280,584$6.56M0.06%+16,84313F-HRTimelineGroup
Independent Solutions Wealth Management…280,510$6.56M1.2%+1,19413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…279,716$6.54M<0.01%-113,98313F-HR/ATimelineGroup
Marotta Asset Management274,761$6.42M1.19%-9,24913F-HRTimeline
Fairway Financial, LLC265,887$6.21M4.69%+10,27213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding260,202$6.08M+19,932Timeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…252,917$5.91M1.48%+4,24413F-HRTimelineGroup
Bogart Wealth, LLC249,985$5.84M0.23%+93813F-HRTimeline
Compass Financial Group, INC/SD242,926$5.68M0.81%+43,26213F-HRTimeline
Clay Northam Wealth Management, LLC242,146$5.66M3.14%-39,47413F-HRTimeline
Integrated Wealth Concepts LLC233,262$5.45M0.06%-113,40713F-HRTimeline
Waverly Advisors, LLC232,165$5.43M0.04%-29,03913F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO231,455$5.41M0.98%+128,82513F-HRTimeline
Nalls Sherbakoff Group, LLC224,935$5.26M3.79%-23,00713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…219,415$5.13M0.15%-14,81813F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC218,277$5.1M0.41%-35113F-HRTimelineGroup
Total Wealth Planning, LLC216,518$5.06M10.83%-3,921,60213F-HRTimeline
Main Street Financial Solutions, LLC215,172$5.03M0.38%+14,00613F-HRTimeline
Manske Wealth Management214,700$5.02M1.48%+14,96013F-HRTimeline
Stonekeep Investments, LLC212,585$4.97M3.18%+20,55513F-HR/ATimeline
Tradition Wealth Management, LLC210,759$4.93M0.35%-4,26813F-HRTimeline
Guardian Financial Partners, LLC207,200$4.84M2.04%-8,25613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…206,528$4.83M1.31%+9,87413F-HRTimelineGroup
Fischer Financial Services, Inc.200,267$4.68M1.24%+9,03713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management198,881$4.65M0.05%-3,52613F-HRTimelineGroup
XY Planning Network, Inc.198,341$4.64M0.81%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC196,701$4.6M0.3%+4413F-HRTimeline
HC Advisors, LLC195,678$4.57M3.16%+10,26013F-HRTimeline
Bestgate Wealth Advisors, LLC194,190$4.54M7.97%+6,65313F-HRTimeline
BFSG, LLC191,137$4.47M0.43%+7,10113F-HRTimeline
WealthPLAN Partners, LLC187,092$4.37M0.65%-1,03213F-HRTimeline
FIDUCIENT ADVISORS LLC182,208$4.26M0.53%new13F-HRTimeline
VanderPol Investments L.L.C.181,981$4.25M8.11%+51,17713F-HRTimeline
TPG Advisors LLC181,936$4.25M2.65%-2,82113F-HRTimeline
Lifelong Wealth Advisors, Inc.179,397$4.19M1.12%+19,01913F-HRTimeline
Curi Capital, LLC175,922$4.11M0.07%-12,64513F-HRTimeline
Farther Finance Advisors, LLC175,808$4.11M0.04%+37,49613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…175,465$4.1M0.46%+23,25213F-HR/ATimelineGroup
VSM Wealth Advisory, LLC175,508$4.1M1.23%new13F-HRTimeline
Cassilly Financial Group LLC174,069$4.07M3.6%13F-HRTimeline
Beacon Bridge Wealth Partners, LLC174,021$4.07M1.35%-40,19013F-HRTimeline
Perigon Wealth Management, LLC173,687$4.06M0.07%+8,19613F-HRTimeline
Chatterton & Associates Inc.170,971$4M3.42%13F-HRTimeline
SageView Advisory Group, LLC170,763$3.99M0.13%-19,99213F-HRTimeline
Empirical Financial Services, LLC d.b.a…162,611$3.8M0.07%+11,16913F-HRTimeline
Valpey Financial Services, LLC160,420$3.75M2.39%+3,89913F-HR/ATimeline
Brady Martz Wealth Solutions, LLC158,972$3.72M0.65%-28,86813F-HRTimeline
Spectrum Planning & Advisory Services I…157,527$3.68M1.89%-9,38113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC157,241$3.67M0.4%+78,32313F-HRTimeline
Krilogy Financial LLC154,383$3.62M0.12%-20,73213F-HRTimeline
Curbstone Financial Management Corp154,450$3.61M0.69%+20,75013F-HRTimeline
LOWERY THOMAS, LLC152,568$3.57M2.01%+15,71813F-HRTimeline
NYL Investors LLC151,945$3.55M1.21%+3,78713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC151,885$3.55M<0.01%-4,97813F-HRTimeline
Foundations Investment Advisors, LLC149,959$3.5M0.05%+17,03013F-HRTimeline
Global Retirement Partners, LLC147,394$3.44M0.06%+7,29513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC147,264$3.44M1.56%+94013F-HRTimeline
Breakwater Investment Management146,227$3.42M1.24%-2,74413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…142,331$3.33M0.21%-1,39813F-HRTimeline
Range Financial Group LLC141,277$3.3M1.14%+52,44813F-HRTimeline
Patriot Financial Group Insurance Agenc…139,556$3.26M0.39%+1,40913F-HRTimeline
Smart Money Group LLC139,387$3.26M0.95%-6,40113F-HRTimeline
Grey Fox Wealth Advisors, LLC139,039$3.25M0.67%-1,11413F-HRTimeline
Keystone Wealth Services, LLC138,678$3.24M0.68%+5,55513F-HRTimeline
Hidden Cove Wealth Management, LLC137,963$3.22M2.09%-4,51413F-HRTimeline
Friedenthal Financial137,318$3.21M1.65%-27,57013F-HRTimeline
Chesapeake Wealth Management137,277$3.21M0.96%+25913F-HRTimeline
Victrix Investment Advisors136,337$3.19M1.23%new13F-HRTimeline
Emergent Wealth Advisors, LLC136,137$3.18M1.79%+1,32613F-HRTimeline
OARSMAN CAPITAL, INC.130,853$3.06M0.4%-12,64913F-HRTimeline
HARBOUR INVESTMENTS, INC.130,298$3.05M0.06%-4,08613F-HRTimeline
North Forty Two & Co.130,294$3.04M2.87%-7,00013F-HRTimeline
Red Tortoise LLC129,744$3.03M1.3%+1,33813F-HRTimeline
Zhang Financial LLC127,505$2.98M0.11%+20,63713F-HRTimeline
Twin Cities Retirement Group LLC127,467$2.98M2.87%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.124,602$2.91M0.11%+36,96913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…123,163$2.88M2.43%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding122,914$2.87M-123,320Timeline
Valmark Advisers, Inc.121,768$2.85M0.04%+10,35013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC120,239$2.82M2.45%13F-HRTimeline
5T Wealth, LLC120,677$2.82M1.13%-7,41213F-HRTimeline
Aventus Investment Advisors, Inc.118,293$2.76M2.24%+70,63513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC118,072$2.76M0.07%+6,86413F-HRTimelineGroup
WealthPoint Financial, LLC116,565$2.72M2.37%13F-HRTimeline
CVA Family Office, LLC116,262$2.72M0.31%+13,48013F-HRTimeline