SCHX institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding1,600
Shares held1,135,112,897
Reported value$33.4bn
Quarter flows139 new, 620 added, 571 trimmed, 81 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
US BANCORP \DE\172,215,422$5.1bn5.5%
Creative Planning81,513,814$2.4bn1.4%
MONETA GROUP INVESTMENT ADVISORS LLC38,698,661$1.1bn8.4%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO37,819,350$1.1bn0.6%
HBK Sorce Advisory LLC35,214,246$1.1bn20.3%
SEI INVESTMENTS CO32,299,151$950.6m0.8%
Betterment LLC28,627,429$842.5m1.4%
SAGE FINANCIAL GROUP INC23,002,052$677.0m37.5%
CAPTRUST FINANCIAL ADVISORS20,363,006$599.3m0.9%
Diversified Enterprises, LLC18,816,940$553.8m26.8%
Cerity Partners LLC18,504,081$544.6m0.7%
HighTower Advisors, LLC13,950,292$410.6m0.4%
Koss-Olinger Consulting, LLC12,808,366$377.0m29.0%
Jupiter Topco LLC12,782,146$376.2m0.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,231,423$334.0m0.6%
McAdam, LLC10,922,591$321.5m12.4%
BANK OF AMERICA CORP /DE/10,429,473$306.9m0.0%
Mariner, LLC10,313,474$303.5m0.3%
Norinchukin Bank, The10,180,000$299.6m2.9%
UBS Group AG9,978,048$293.7m0.0%
MERCER GLOBAL ADVISORS INC /ADV9,672,309$284.7m0.4%
MORGAN STANLEY8,847,214$260.4m0.0%
Prime Capital Investment Advisors, LLC8,704,919$256.2m2.5%
LPL Financial LLC8,562,609$252.0m0.1%
Fund Evaluation Group, LLC8,405,541$247.4m6.7%

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

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