SCCR institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding24
Shares held50,891,060
Reported value$1.3bn
Quarter flows9 new, 8 added, 5 trimmed, 8 exited

Top 24 holders

ManagerSharesValue% of manager's 13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC50,187,984$1.3bn0.2%
Breakwater Investment Management311,868$8.0m2.7%
CITADEL ADVISORS LLC148,817$3.8m0.0%
ATX Financial Planning, LLC77,031$2.0m1.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP48,194$1.2m0.0%
LPL Financial LLC20,241$517,9670.0%
Camarda Financial Advisors, LLC18,580$475,4620.1%
JANE STREET GROUP, LLC17,244$441,2740.0%
GOLDMAN SACHS GROUP INC13,295$340,2190.0%
Compass Financial Group, INC/SD13,000$332,6700.0%
Acorn Wealth Advisors, LLC11,757$300,8620.1%
EP Wealth Advisors, LLC6,779$173,4750.0%
Larson Financial Group LLC3,240$82,9130.0%
Aptus Capital Advisors, LLC2,939$75,2090.0%
Atlantic Union Bankshares Corp2,558$65,4620.0%
WELLS FARGO & COMPANY/MN2,356$60,2900.0%
OSAIC HOLDINGS, INC.1,732$44,3200.0%
MORGAN STANLEY1,567$40,1000.0%
Vision Retirement, LLC890$22,7750.0%
Rossby Financial, LCC414$10,5940.0%
Integrated Wealth Concepts LLC400$10,2360.0%
CoreCap Advisors, LLC100$2,5690.0%
ASSETMARK, INC47$1,2030.0%
UBS Group AG27$6910.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCCR"). SCCR price history · All 13F data

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