SCHM institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding1,067
Shares held278,078,012
Reported value$10.2bn
Quarter flows102 new, 359 added, 426 trimmed, 53 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Financial Engines Advisors L.L.C.51,767,947$1.9bn3.4%
Creative Planning29,016,208$1.1bn0.6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12,568,632$463.4m0.2%
MONETA GROUP INVESTMENT ADVISORS LLC11,767,147$433.9m3.2%
JONES FINANCIAL COMPANIES LLLP7,349,241$266.2m0.1%
Advisory Alpha, LLC6,983,767$257.5m6.3%
HighTower Advisors, LLC6,149,219$226.7m0.2%
Cerity Partners LLC5,729,822$198.5m0.2%
Legacy Wealth Management, LLC4,286,476$158.0m8.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,315,880$118.7m0.2%
Savant Capital, LLC3,231,643$114.6m0.3%
JMG Financial Group, Ltd.3,074,425$113.4m2.7%
Fragasso Financial Advisors Inc2,867,994$105.7m5.6%
Mariner, LLC2,627,084$96.9m0.1%
UBS Group AG2,285,436$84.3m0.0%
LPL Financial LLC2,017,782$74.4m0.0%
RAYMOND JAMES FINANCIAL INC1,859,876$68.6m0.0%
Prime Capital Investment Advisors, LLC1,830,982$67.5m0.7%
Advocacy Wealth Management, LLC1,715,392$63.2m2.3%
Waverly Advisors, LLC1,699,550$62.7m0.4%
Cambridge Investment Research Advisors, Inc.1,682,848$62.0m0.1%
MORGAN STANLEY1,649,131$60.8m0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,636,994$60.4m0.0%
ENVESTNET ASSET MANAGEMENT INC1,553,972$57.2m0.0%
93 Financial Group, LLC1,499,269$55.3m21.8%

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

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