SCHO institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding719
Shares held347,458,513
Reported value$8.4bn
Quarter flows93 new, 320 added, 224 trimmed, 70 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/113,535,796$2.7bn0.2%
JPMORGAN CHASE & CO22,192,489$536.2m0.0%
AMERIPRISE FINANCIAL INC19,589,089$470.1m0.1%
SEI INVESTMENTS CO17,389,099$419.8m0.4%
ENVESTNET ASSET MANAGEMENT INC13,249,057$319.8m0.1%
ALLIANCEBERNSTEIN L.P.6,208,355$150.7m0.1%
STIFEL FINANCIAL CORP5,550,245$134.0m0.1%
MCF Advisors LLC4,431,584$107.0m3.8%
LPL Financial LLC4,352,014$105.1m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,095,259$98.6m0.2%
Moisand Fitzgerald Tamayo, LLC4,082,346$98.5m9.6%
WELLS FARGO & COMPANY/MN3,573,739$86.3m0.0%
PNC Financial Services Group, Inc.3,551,034$85.7m0.0%
Wealthfront Advisers LLC2,980,324$71.9m0.1%
Bangor Savings Bank2,758,500$66.6m4.9%
UBS Group AG2,562,789$61.9m0.0%
Midwest Trust Co2,533,641$61.2m0.7%
Merit Financial Group, LLC2,442,106$59.0m0.4%
FIDUCIARY FINANCIAL GROUP, LLC2,304,888$55.6m6.3%
LVW Advisors, LLC2,182,846$52.7m4.6%
TruNorth Capital Management, LLC2,111,731$51.0m8.2%
FLC Capital Advisors1,862,911$45.0m7.2%
MML INVESTORS SERVICES, LLC1,850,117$44.7m0.1%
MORGAN STANLEY1,811,836$43.7m0.0%
High Probability Advisors, LLC1,758,868$42.5m4.5%

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

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