SCHJ institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding152
Shares held12,897,139
Reported value$318.0m
Quarter flows36 new, 56 added, 31 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC1,557,816$38.4m0.0%
Hamrick Investment Counsel, llc746,160$18.4m12.2%
HARTLINE INVESTMENT CORP/741,444$18.3m1.6%
ALLSTATE CORP721,760$17.8m0.2%
Cetera Investment Advisers456,337$11.3m0.0%
Columbus Macro, LLC418,460$10.3m1.0%
White Wing Wealth Management417,474$10.3m5.4%
Sightline Wealth Advisors, LLC416,772$10.3m3.8%
LPL Financial LLC412,877$10.2m0.0%
Cape Investment Advisory, Inc.346,191$8.5m2.3%
SlateStone Wealth, LLC321,351$7.9m0.6%
BANK OF AMERICA CORP /DE/305,331$7.5m0.0%
Meridian Wealth Management, LLC301,188$7.4m0.2%
MML INVESTORS SERVICES, LLC272,850$6.7m0.0%
FF Advisors,LLC264,253$6.5m2.4%
Compass Financial Group, INC/SD244,346$6.0m0.7%
VAN STRUM & TOWNE INC.218,661$5.4m1.5%
Waverly Advisors, LLC205,206$5.1m0.0%
HighTower Advisors, LLC186,597$4.6m0.0%
WELLS FARGO & COMPANY/MN186,053$4.6m0.0%
JPMORGAN CHASE & CO167,948$4.1m0.0%
Modera Wealth Management, LLC165,267$4.1m0.0%
GOLDMAN SACHS GROUP INC162,493$4.0m0.0%
Kestra Advisory Services, LLC156,918$3.9m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC154,856$3.8m0.0%

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

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