SCHC institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding520
Shares held49,268,809
Reported value$2.4bn
Quarter flows55 new, 192 added, 159 trimmed, 29 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC4,476,230$215.4m0.7%
Savant Capital, LLC3,916,077$185.7m0.5%
Creative Planning2,829,312$136.1m0.1%
JONES FINANCIAL COMPANIES LLLP2,512,185$120.0m0.0%
McAdam, LLC1,711,610$82.4m3.2%
SageView Advisory Group, LLC1,703,083$82.0m2.7%
BlackRock, Inc.1,486,015$71.5m0.0%
PNC Financial Services Group, Inc.1,242,614$59.8m0.0%
STATE STREET CORP1,165,313$56.1m0.0%
Johnson Financial Group, LLC1,131,199$54.4m2.9%
MATHER GROUP, LLC.1,103,737$53.1m0.5%
Focus Partners Wealth962,706$46.3m0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management951,415$45.8m0.7%
CHOREO, LLC813,788$39.2m0.4%
St. Louis Trust Co87,162$37.0m3.8%
ENVESTNET ASSET MANAGEMENT INC721,412$34.7m0.0%
Corient Private Wealth LP623,892$30.0m0.0%
Charles Schwab Trust Co619,205$29.8m1.7%
Pure Financial Advisors, LLC613,957$29.5m0.4%
Vise Technologies, Inc.491,169$23.6m0.3%
GHP Investment Advisors, Inc.481,697$23.2m0.9%
Virginia Estate & Retirement Planning Advisors Inc.467,217$22.5m3.4%
CAPTRUST FINANCIAL ADVISORS417,548$20.1m0.0%
UBS Group AG414,546$19.9m0.0%
Tortoise Investment Management, LLC365,315$17.6m1.3%

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

Get a free API keySee history bundlesDownload free samples