SCHV institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding991
Shares held334,112,950
Reported value$11.6bn
Quarter flows96 new, 372 added, 332 trimmed, 75 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Financial Engines Advisors L.L.C.46,499,260$1.6bn2.9%
SEI INVESTMENTS CO45,024,906$1.6bn1.4%
ENVESTNET ASSET MANAGEMENT INC12,960,727$451.2m0.1%
Avantax Planning Partners, Inc.10,212,910$355.5m8.8%
MATHER GROUP, LLC.10,099,022$351.5m3.1%
Mariner, LLC9,144,880$318.3m0.3%
OSAIC HOLDINGS, INC.8,912,979$310.3m0.4%
VANTAGEPOINT INVESTMENT ADVISERS LLC7,753,808$269.9m2.0%
Savant Capital, LLC6,378,613$208.7m0.6%
MONETA GROUP INVESTMENT ADVISORS LLC5,291,984$184.2m1.4%
Beacon Pointe Advisors, LLC3,917,972$136.4m0.6%
Betterment LLC3,867,616$134.6m0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,727,556$128.2m0.2%
LPL Financial LLC3,674,944$127.9m0.0%
Cetera Investment Advisers3,571,303$124.3m0.1%
Gemmer Asset Management LLC3,373,480$117.4m7.9%
RAINEY & RANDALL WEALTH ADVISORS INC.3,018,201$105.1m15.0%
Mokosak Advisory Group, LLC3,013,603$104.9m22.7%
Krilogy Financial LLC2,880,128$100.3m3.0%
MORGAN STANLEY2,779,835$96.8m0.0%
AMERIPRISE FINANCIAL INC2,705,341$94.2m0.0%
UBS Group AG2,701,363$94.0m0.0%
HighTower Advisors, LLC2,625,413$91.4m0.1%
EXCHANGE TRADED CONCEPTS, LLC2,402,516$83.6m0.4%
Cooper Financial Group2,276,475$79.2m6.6%

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

Get a free API keySee history bundlesDownload free samples