SCYB institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding153
Shares held8,283,375
Reported value$216.6m
Quarter flows30 new, 68 added, 30 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Tidal Investments LLC1,345,265$35.0m0.1%
CORNERSTONE ENTERPRISES, LLC638,592$16.7m7.6%
JONES FINANCIAL COMPANIES LLLP592,892$15.5m0.0%
Charles Schwab Trust Co509,261$13.3m0.7%
DAHRING | CUSMANO LLC383,073$10.0m5.3%
RATIONAL ADVISORS, INC.302,994$7.9m0.7%
L2 Asset Management, LLC240,495$6.3m0.7%
Strategic Financial Planning, Inc.234,403$6.1m3.2%
CFG Wealth Management Services, Inc.228,118$6.0m5.6%
Principia Wealth Advisory, LLC222,455$5.8m2.9%
Summit Financial, LLC221,825$5.8m0.1%
HARBOUR INVESTMENTS, INC.174,002$4.6m0.1%
MMA ASSET MANAGEMENT LLC158,200$4.1m1.3%
MFG WEALTH MANAGEMENT, INC.150,197$3.9m2.8%
Cetera Investment Advisers139,854$3.7m0.0%
FF Advisors,LLC128,326$3.4m1.3%
BANK OF AMERICA CORP /DE/112,647$2.9m0.0%
Prospera Financial Services Inc103,105$2.7m0.0%
Elm3 Financial Group, LLC93,577$2.4m1.7%
JT Stratford LLC90,829$2.4m0.3%
Larson Financial Group LLC89,887$2.4m0.1%
IFC & Insurance Marketing, Inc.87,241$2.3m2.0%
Empowered Funds, LLC86,618$2.3m0.0%
Solutions 4 Wealth, Ltd80,816$2.1m2.7%
Perigon Wealth Management, LLC79,682$2.1m0.0%

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

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