SCHA institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding1,347
Shares held252,399,081
Reported value$9.1bn
Quarter flows149 new, 475 added, 505 trimmed, 61 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Empower Advisory Group, LLC37,697,754$1.4bn3.2%
SEI INVESTMENTS CO13,908,960$502.5m0.4%
BANK OF AMERICA CORP /DE/13,753,548$496.9m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,100,987$220.4m0.1%
Creative Planning5,873,670$212.2m0.1%
UBS Group AG5,171,149$186.8m0.0%
Financial Engines Advisors L.L.C.4,190,988$151.4m0.3%
Advisory Alpha, LLC3,796,240$137.2m3.4%
Cerity Partners LLC4,000,364$136.2m0.2%
Mariner, LLC3,288,410$118.8m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,788,801$97.4m0.2%
LPL Financial LLC2,640,354$95.4m0.0%
Savant Capital, LLC2,917,095$95.0m0.3%
Steele Capital Management, Inc.2,273,743$82.2m3.0%
MONETA GROUP INVESTMENT ADVISORS LLC2,090,236$75.5m0.6%
JONES FINANCIAL COMPANIES LLLP2,113,728$75.2m0.0%
MERCER GLOBAL ADVISORS INC /ADV2,030,619$73.4m0.1%
VANTAGEPOINT INVESTMENT ADVISERS LLC2,027,244$73.2m0.5%
OSAIC HOLDINGS, INC.1,900,593$68.7m0.1%
Betterment LLC1,753,579$63.4m0.1%
SIMS INVESTMENT MANAGEMENT, LLC1,734,453$62.7m19.4%
New York Life Investment Management LLC1,694,799$61.2m0.4%
ENVESTNET ASSET MANAGEMENT INC1,675,695$60.5m0.0%
Focus Partners Wealth1,667,957$60.3m0.1%
CoreCap Advisors, LLC1,656,885$59.9m1.8%

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

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