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Disclosery

SCHZ SCHWAB STRATEGIC TR

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US AGGREGATE B (fund)

Filings received so far for Q3 2026: 56 13F filers report a position in SCHZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Pioneer Wealth Management Group2,526,995$55.8M13.18%+277,70513F-HRTimeline
ZynergyRetirementPlanningLLC1,748,706$38.6M20.64%+343,02713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…654,703$14.5M1.4%-167,80813F-HRTimeline
Farther Finance Advisors, LLC601,449$13.3M0.09%+294,26213F-HRTimeline
SigFig Wealth Management, LLC507,775$11.2M0.28%+25,61813F-HRTimeline
Avior Wealth Management, LLC362,368$8.01M0.21%+21,28313F-HRTimeline
Marotta Asset Management248,428$5.49M0.93%-19,71313F-HRTimeline
Cassilly Financial Group LLC193,953$4.29M2.88%+10,17313F-HRTimeline
Tactive Advisors, LLC178,336$3.94M0.95%+54,23213F-HRTimeline
Balefire, LLC120,553$2.66M0.42%+48,28813F-HRTimeline
Financial Designs Corp116,711$2.58M1.33%+5,12413F-HRTimeline
Dorato Capital Management88,053$1.94M1.29%-1,11113F-HRTimeline
Bangor Savings Bank83,589$1.85M0.14%013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC78,787$1.74M0.51%+5,98413F-HRTimeline
Apeiron RIA LLC52,791$1.17M0.26%-12,14913F-HRTimeline
GK Wealth Management LLC51,916$1.15M0.65%+7913F-HRTimeline
Graves Light Lenhart Wealth, Inc.49,331$1.09M0.1%-5,36813F-HRTimeline
Emergent Wealth Advisors, LLC46,977$1.04M0.54%-2,76413F-HRTimeline
OMNI 360 Wealth, Inc.46,038$1.02M0.46%+1,48513F-HRTimeline
Friday Financial44,634$985K0.19%+33,12113F-HRTimeline
Plan A Wealth LLC43,101$953K0.34%+71013F-HRTimeline
Great Waters Wealth Management42,695$944K0.08%-2,08713F-HRTimeline
Asempa Wealth Advisors37,991$838K0.65%+6,00713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC37,871$837K0.21%+2,07613F-HRTimeline
Centurion Wealth Management LLC36,947$817K0.2%new13F-HRTimeline
Aventus Investment Advisors, Inc.36,434$805K0.59%-1,27813F-HRTimeline
Aletheian Wealth Advisors LLC36,200$800K0.32%+1713F-HRTimeline
Midwest Financial Network, LLC24,480$541K0.37%+3,34913F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC23,223$513K1.74%+3,78213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…21,371$472K0.31%-16,43213F-HRTimeline
Cooper Financial Group20,469$452K0.04%-1,75713F-HRTimeline
Hardin Capital Partners, LLC20,045$443K0.22%+5413F-HRTimeline
Wedmont Private Capital19,610$433K0.01%013F-HRTimeline
Chesley Taft & Associates LLC17,719$392K0.02%+6,10913F-HRTimeline
Bigelow Investment Advisors, LLC16,115$356K0.13%-1,34213F-HRTimeline
MKD WEALTH COACHES, LLC15,928$352K0.29%+38913F-HRTimeline
Professional Financial Advisors, LLC11,320$250K0.04%+1313F-HRTimeline
Avidian Wealth Enterprises, LLC10,277$227K0.01%-72,30513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,138$202K0.05%013F-HRTimeline
Davis Capital Management8,957$198K0.12%+1,51213F-HRTimeline
CX Institutional8,628$191K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC7,670$170K0.01%+2,93113F-HRTimeline
Investors Research Corp7,094$157K0.03%013F-HRTimeline
EASTERN BANK7,036$155K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,959$132K0.01%+2,88213F-HRTimeline
CoreCap Advisors, LLC4,969$110K<0.01%-7513F-HRTimeline
Bullock Wealth Management Group4,368$96.4K0.04%+3613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,863$63.3K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc2,234$49.4K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC990$21.9K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP958$21.2K<0.01%-1,46213F-HRTimeline
Rosenberg Matthew Hamilton930$20.6K<0.01%013F-HRTimeline
ATMOS ADVISORY, LLC437$9.66K0.01%013F-HRTimeline
Trust Co347$7.67K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.100$2.21K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4$89<0.01%013F-HRTimeline