SCHY institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding217
Shares held17,146,256
Reported value$543.3m
Quarter flows43 new, 87 added, 47 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Cresset Asset Management, LLC3,706,911$117.6m0.4%
HAMEL ASSOCIATES, INC.808,765$25.7m7.1%
OSAIC HOLDINGS, INC.614,098$19.5m0.0%
Modern Wealth Management, LLC601,864$19.1m0.2%
Summit Asset Management, LLC600,081$19.0m2.4%
LPL Financial LLC554,125$17.6m0.0%
TriCert Investment Counsel Inc.463,465$14.7m1.4%
HighTower Advisors, LLC436,215$13.8m0.0%
BANK OF AMERICA CORP /DE/417,980$13.3m0.0%
Fifth Third Wealth Advisors LLC383,253$12.2m0.3%
IRON Financial LLC317,888$10.1m4.2%
WOODMONT INVESTMENT COUNSEL LLC300,864$9.5m0.5%
TD Waterhouse Canada Inc.316,645$9.4m0.0%
Charles Schwab Trust Co281,092$8.9m0.5%
Nuveen, LLC223,899$7.1m0.0%
ENVESTNET ASSET MANAGEMENT INC220,757$7.0m0.0%
Robertson Stephens Wealth Management, LLC209,797$6.7m0.2%
LongView Wealth Management207,312$6.6m1.7%
Cambridge Investment Research Advisors, Inc.205,730$6.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC185,716$5.9m0.0%
Integrated Wealth Concepts LLC183,315$5.8m0.0%
Fiduciary Alliance LLC182,031$5.8m0.4%
MAGNOLIA CAPITAL ADVISORS LLC176,650$5.6m1.0%
OMC Financial Services LTD167,397$5.3m1.8%
LeConte Wealth Management, LLC160,178$5.1m2.8%

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

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