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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

667 managers (673 13F filers) reported a position in SCHZ shares at 2026-03-31, 184,055,981 shares in all. 49 filers opened a position and 40 filers sold out during the quarter.

Managers
667
13F filers
673
New
49
Added
333
Reduced
210
Sold out
40
Shares held by filers
184,055,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO13,282,650$308M0.02%+694,43013F-HR/ATimelineGroup
Rockbridge Investment Management, LCC9,693,597$225M20.23%+735,66213F-HRTimeline
Avantax Planning Partners, Inc.7,710,661$179M4.92%+263,32113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,469,090$150M0.03%+101,11813F-HR/ATimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co6,414,972$149M9.66%+199,78413F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,413,829$126M0.26%+17,37813F-HRTimeline
CWM, LLCin group CWM, LLC4,789,548$111M0.29%+767,14213F-HRTimelineGroup
HighTower Advisors, LLC4,491,138$104M0.11%+373,19613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,415,612$79.3M+989,647Timeline
Kohmann Bosshard Financial Services, LLC3,320,799$77.1M7.5%+377,18613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,131,198$72.7M0.01%-617,49813F-HRTimelineGroup
RATIONAL ADVISORS, INC.3,076,262$71.4M7.29%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,273,858$52.8M<0.01%+1,282,09513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,192,525$50.9M0.11%-1,759,01213F-HRTimeline
Mariner, LLCin group Mariner, LLC2,156,252$50.1M0.06%+19,86813F-HRTimelineGroup
Pioneer Wealth Management Group1,999,801$46.4M13.02%+185,54313F-HRTimeline
McAdam, LLC1,990,840$46.2M2.08%+74,79513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,897,393$43.7M0.02%+414,51713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,790,371$41.6M0.06%+1,168,64513F-HRTimelineGroup
Cetera Investment Advisers1,767,932$41.1M0.04%+115,42713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,635,135$38M0.32%+749,22213F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC1,617,419$37.6M1.18%+175,47513F-HRTimeline
OneDigital Investment Advisors LLC1,603,152$37.2M0.36%-1,514,81013F-HRTimeline
Phil A. Younker & Associates, Ltd.1,570,095$36.5M24.31%+101,96213F-HRTimeline
Destination Wealth Management1,555,452$36.1M0.94%-390,32413F-HRTimeline
Blue Trust, Inc.1,516,289$35.2M0.4%-35,26013F-HRTimeline
FINANCIAL LIFE ADVISORS1,500,574$34.8M10.85%+22,82113F-HRTimeline
Horst & Graben Wealth Management LLC1,421,006$33.1M4.54%+31,83813F-HRTimeline
KilterHowling LLC1,344,150$31.2M15.74%+87,70613F-HRTimeline
ZynergyRetirementPlanningLLC1,326,270$30.8M18.62%+74,72313F-HRTimeline
TruNorth Capital Management, LLC1,294,961$30.1M5.76%+23,71513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,249,930$29M<0.01%+66,64713F-HRTimelineGroup
Mokosak Advisory Group, LLC1,235,661$28.7M7.18%+83,58313F-HRTimeline
Modern Wealth Management, LLC1,219,890$28.3M0.49%+40,65513F-HRTimeline
NorthRock Partners, LLC1,209,030$28.1M0.45%+23,24313F-HRTimeline
Plum Street Advisors, LLC1,198,403$27.8M9.64%+67,46213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,167,596$27.1M0.04%+89,89313F-HRTimelineGroup
LPL Financial LLC1,094,775$25.4M0.01%+252,13713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,064,646$24.7M0.59%+198,08513F-HRTimeline
Vestmark Advisory Solutions, Inc.1,062,679$24.7M0.27%+196,23113F-HRTimeline
Alliance Wealth Management Group1,014,783$23.6M5.15%-4,06813F-HRTimeline
Towercrest Capital Management1,014,783$23.6M3.67%-4,06813F-HRTimeline
Tenret Co LLC984,581$22.9M11.05%+70,93013F-HRTimeline
TSA Wealth Managment LLC957,984$22.2M7.19%+19,23713F-HRTimeline
THEORY FINANCIAL LLC946,329$22M7.71%-192,85913F-HRTimeline
Creative Planningin group Creative Planning928,751$21.6M0.01%-24,30613F-HRTimelineGroup
Asset Allocation Strategies LLC922,027$21.4M3.8%+39,09013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC905,026$21M0.31%-30,88813F-HRTimeline
Sanctuary Advisors, LLC870,949$20.2M0.11%+31,59213F-HRTimeline
One Wealth Advisors, LLC851,946$19.8M2.46%+54,67913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC845,884$19.6M0.09%+387,89213F-HRTimelineGroup
Bond & Devick Financial Network, Inc.843,679$19.6M5.47%+20,68313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC797,771$18.5M0.14%+16,68913F-HRTimeline
Revisor Wealth Management LLC797,226$18.5M5.11%+56,94313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…783,619$18.2M2.12%+40,29513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV760,743$17.7M0.03%-178,55413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS751,102$17.4M0.01%new13F-HRTimelineGroup
Revolve Wealth Partners, LLC739,543$17.2M2.23%-50,06113F-HRTimeline
Mutual Advisors, LLC687,811$16M0.34%-3,01313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC671,920$15.6M<0.01%-20,61913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC670,123$15.6M0.54%+41,77613F-HRTimelineGroup
Pacific Park Financial, Inc.665,693$15.5M10.09%+25,68513F-HRTimeline
James J. Burns & Company, LLC664,104$15.4M2.09%-7,36213F-HRTimeline
UBS Group AGgroup of 2 filers holding662,673$15.4M-11,999Timeline
Cedar Mountain Advisors, LLC640,396$14.9M2.91%+12,80313F-HRTimeline
Arnold Financial Planning LLC638,805$14.8M13.86%+74,60113F-HRTimeline
Columbus Macro, LLC615,159$14.3M1.53%+17,64613F-HRTimeline
CFS Investment Advisory Services, LLC599,748$14M0.96%-33,95413F-HRTimeline
CFG Wealth Management Services, Inc.572,537$13.7M12.46%+13,88013F-HRTimeline
Cypress Wealth Services, LLC589,043$13.7M1.93%+39,36113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…585,144$13.6M0.08%+22,04613F-HRTimelineGroup
Amicus Financial Advisors, LLC583,912$13.6M3.73%+9,56113F-HRTimeline
Christensen, King & Associates Investme…546,284$12.7M5.44%+15,83313F-HRTimeline
MYECFO, LLC526,687$12.2M5.12%+13,31613F-HRTimeline
EP Wealth Advisors, LLC525,934$12.2M0.06%+2,51413F-HRTimeline
SigFig Wealth Management, LLC467,808$10.9M0.32%-2,01713F-HRTimeline
Ballast Financial Advisors LLC466,685$10.8M11.11%+14,88513F-HRTimeline
Mayflower Financial Advisors, LLC465,472$10.8M1.31%+23,71813F-HRTimeline
Grove Street Fiduciary, LLC464,192$10.8M4.75%-2,23813F-HRTimeline
Beacon Pointe Advisors, LLC442,384$10.3M0.05%+68,14713F-HRTimeline
Tempus Wealth Planning, LLC440,395$10.2M2.35%+42,60013F-HRTimeline
Apriem Advisors436,285$10.1M0.97%-24,56713F-HRTimeline
RESTON WEALTH MANAGEMENT LLC422,007$9.8M3%+86,59013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…415,126$9.64M0.2%+10,14313F-HRTimelineGroup
KICKSTAND VENTURES, LLC.409,603$9.51M2%-74,58013F-HRTimeline
Security Financial Services, INC.401,456$9.32M1.47%+12,22613F-HRTimeline
Affinity Capital Advisors, LLC400,765$9.31M1.3%-1,02813F-HRTimeline
Daviman Financial, LLC397,508$9.23M5.46%+7,56213F-HRTimeline
FFG RETIREMENT ADVISORS LLC395,695$9.19M5.35%+29,76813F-HRTimeline
Peak Financial Management, Inc.393,380$9.13M2.32%+40,00213F-HRTimeline
Ashton Thomas Private Wealth, LLC380,755$8.84M0.21%+11,20713F-HRTimeline
AE Wealth Management LLC379,526$8.81M0.05%+15,55413F-HRTimeline
Unify Financial Advisors373,195$8.67M8.99%+13,96113F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO369,953$8.59M1.61%+138,49813F-HRTimeline
IFP Advisors, Inc355,933$8.26M0.17%-97,98413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC351,010$8.15M2.48%+9,03313F-HRTimeline
Avior Wealth Management, LLC336,413$7.81M0.22%+16,46713F-HRTimeline
MAI Capital Management335,833$7.8M0.04%+21,35013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding335,222$7.78M+212,308Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV332,328$7.72M0.47%+17,23413F-HRTimeline
Summit Financial Strategies, Inc.328,668$7.63M0.6%-85,75513F-HRTimeline
Integrated Wealth Concepts LLC319,105$7.41M0.06%+85,84313F-HRTimeline
Cambridge Investment Research Advisors,…312,686$7.26M0.02%-5,71513F-HRTimeline
Midwest Financial Group LLC311,242$7.23M3.08%+8,92313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…310,157$7.2M<0.01%+30,44113F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC308,972$7.17M0.63%-51,34313F-HRTimeline
Larson Financial Group LLC306,751$7.12M0.23%-25,61013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.306,257$7.11M0.29%-12,04713F-HRTimeline
CHOREO, LLC304,873$7.08M0.09%new13F-HRTimeline
WealthShield Partners, LLC304,718$7.08M0.79%+19,79913F-HRTimeline
AlphaCore Capital LLC304,346$7.07M0.17%-91,66113F-HRTimeline
Hoxton Planning & Management, LLC291,826$6.78M2.03%+4,60813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…290,058$6.74M1.79%+37,14113F-HRTimelineGroup
Curtis Advisory Group, LLC289,516$6.72M1.45%+7,24113F-HRTimeline
Compass Financial Group, INC/SD287,913$6.69M0.94%+44,98713F-HRTimeline
Patriot Financial Group Insurance Agenc…285,748$6.64M0.37%+146,19213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding281,594$6.54M+21,392Timeline
Independent Solutions Wealth Management…280,007$6.5M0.96%-50313F-HRTimeline
Fairway Financial, LLC269,663$6.26M4.76%+3,77613F-HRTimeline
Merit Financial Group, LLC268,852$6.24M0.05%-14,99613F-HRTimeline
Marotta Asset Management269,547$6.24M1.15%-5,21413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.264,940$6.15M0.01%13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC259,538$6.03M0.05%-21,04613F-HRTimelineGroup
Bogart Wealth, LLC258,607$6M0.23%+8,62213F-HRTimeline
CIBC WORLD MARKET INC.250,000$5.8M0.01%new13F-HRTimeline
Forthright Family Wealth Advisory LLC125,786$5.79M3.88%-193,64013F-HRTimeline
Main Street Financial Solutions, LLC246,509$5.72M0.42%+31,33713F-HRTimeline
MorganRosel Wealth Management, LLC242,245$5.62M2.22%-181,26513F-HRTimeline
Clay Northam Wealth Management, LLC235,682$5.47M3.07%-6,46413F-HRTimeline
Chatterton & Associates Inc.232,291$5.41M3.79%+61,32013F-HRTimeline
Waverly Advisors, LLC230,373$5.35M0.04%-1,79213F-HRTimeline
HC Advisors, LLC227,649$5.29M3.54%+31,97113F-HRTimeline
BlueSky Wealth Advisors, LLC226,820$5.27M0.68%-2,173,75513F-HRTimeline
Manske Wealth Management225,655$5.24M1.47%+10,95513F-HRTimeline
Stonekeep Investments, LLC223,512$5.19M3.36%+10,92713F-HRTimeline
Focus Financial Network, Inc.220,913$5.13M0.18%-177,92413F-HRTimeline
Nalls Sherbakoff Group, LLC220,051$5.11M3.76%-4,88413F-HRTimeline
Guardian Financial Partners, LLC217,107$5.04M2.13%+9,90713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…215,033$4.99M1.32%+8,50513F-HRTimelineGroup
Farther Finance Advisors, LLC213,851$4.95M0.05%+38,04313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…212,787$4.94M0.15%-6,62813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management206,069$4.78M0.05%+7,18813F-HRTimelineGroup
Heritage Family Offices, LLP205,649$4.78M2.12%+148,35713F-HRTimeline
XY Planning Network, Inc.205,904$4.77M0.76%+7,56313F-HRTimeline
Fischer Financial Services, Inc.203,977$4.74M1.59%+3,71013F-HRTimeline
Tradition Wealth Management, LLC203,088$4.72M0.34%-7,67113F-HRTimeline
WealthPLAN Partners, LLC191,883$4.46M0.86%+4,79113F-HRTimeline
Bluespring Wealth Management, LLC191,790$4.45M0.38%-113,48913F-HRTimeline
Bestgate Wealth Advisors, LLC191,285$4.44M8.01%-2,90513F-HRTimeline
BFSG, LLC190,398$4.42M0.42%-73913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC187,866$4.36M0.32%-8,83513F-HRTimeline
Curbstone Financial Management Corp187,500$4.35M0.83%+33,05013F-HRTimeline
Lifelong Wealth Advisors, Inc.185,252$4.3M1.15%+5,85513F-HRTimeline
Perigon Wealth Management, LLC184,399$4.28M0.08%+10,71213F-HRTimeline
Cassilly Financial Group LLC181,580$4.22M3.66%+7,51113F-HRTimeline
VSM Wealth Advisory, LLC178,376$4.14M1.24%+2,86813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…178,239$4.14M0.51%+2,77413F-HR/ATimelineGroup
Beacon Bridge Wealth Partners, LLC174,497$4.05M1.36%+47613F-HRTimeline
Curi Capital, LLC170,506$3.96M0.07%-5,41613F-HRTimeline
LOWERY THOMAS, LLC166,682$3.87M2.21%+14,11413F-HRTimeline
Valpey Financial Services, LLC165,285$3.84M2.5%+4,86513F-HRTimeline
Smart Money Group LLC163,829$3.8M1.11%+24,44213F-HRTimeline
OLD MISSION CAPITAL LLC160,392$3.72M0.09%new13F-HRTimeline
NYL Investors LLC157,622$3.66M1.38%+5,67713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC157,257$3.65M0.4%+1613F-HRTimeline
Heirloom Wealth Management154,967$3.6M0.65%new13F-HRTimeline
Range Financial Group LLC153,912$3.57M1.2%+12,63513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding150,991$3.51M+52,223Timeline
Spectrum Planning & Advisory Services I…150,695$3.5M1.73%-6,83213F-HRTimeline
5T Wealth, LLC149,152$3.46M1.37%+28,47513F-HRTimeline
HARBOUR INVESTMENTS, INC.149,092$3.46M0.05%+18,79413F-HRTimeline
TPG Advisors LLC148,454$3.45M2.15%-33,48213F-HRTimeline
Red Tortoise LLC148,447$3.45M1.45%+18,70313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC147,114$3.42M<0.01%-4,77113F-HRTimeline
Victrix Investment Advisors147,061$3.41M1.24%+10,72413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC144,528$3.36M1.58%-2,73613F-HRTimeline
Krilogy Financial LLC143,022$3.33M0.11%-11,36113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…141,003$3.27M0.21%-1,32813F-HRTimeline
Empirical Financial Services, LLC d.b.a…140,212$3.26M0.06%-22,39913F-HRTimeline
Keystone Wealth Services, LLC139,835$3.25M0.69%+1,15713F-HRTimeline
Grey Fox Wealth Advisors, LLC138,541$3.22M0.62%-49813F-HRTimeline
Friedenthal Financial138,487$3.22M1.62%+1,16913F-HRTimeline
Breakwater Investment Management138,219$3.21M1.19%-8,00813F-HRTimeline
MML INVESTORS SERVICES, LLC136,153$3.16M0.01%+23,27013F-HRTimeline
Brady Martz Wealth Solutions, LLC135,803$3.15M0.54%-23,16913F-HRTimeline
Chesapeake Wealth Management134,817$3.13M0.96%-2,46013F-HRTimeline
INTEGRITY ALLIANCE, LLC.134,724$3.13M0.12%+10,12213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD133,906$3.11M1.45%+19,06913F-HRTimeline
OARSMAN CAPITAL, INC.133,464$3.1M0.38%+2,61113F-HRTimeline
Strategic Blueprint, LLC132,414$3.07M0.18%+31,17213F-HRTimeline
North Forty Two & Co.130,094$3.02M2.79%-20013F-HRTimeline
Zhang Financial LLC129,017$3M0.1%+1,51213F-HRTimeline
Twin Cities Retirement Group LLC126,886$2.95M2.69%-58113F-HRTimeline
CVA Family Office, LLC126,659$2.94M0.31%+10,39713F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC125,091$2.9M2.73%+4,85213F-HRTimeline
Tactive Advisors, LLC123,031$2.86M0.81%+10,55713F-HRTimeline
WealthPoint Financial, LLC120,602$2.8M2.34%+4,03713F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC119,102$2.77M0.06%+13,23713F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC118,853$2.76M0.06%+78113F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp115,772$2.69M<0.01%+11,74813F-HRTimelineGroup