SCHE institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding892
Shares held154,582,026
Reported value$5.6bn
Quarter flows81 new, 344 added, 333 trimmed, 57 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Creative Planning21,086,695$764.6m0.4%
Financial Engines Advisors L.L.C.15,123,069$548.4m1.0%
HighTower Advisors, LLC9,474,823$343.6m0.3%
US BANCORP \DE\3,415,025$123.8m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,178,103$115.2m0.1%
SageView Advisory Group, LLC3,169,433$114.9m3.8%
Rakuten Investment Management, Inc.2,945,288$105.9m0.3%
JONES FINANCIAL COMPANIES LLLP2,351,762$84.1m0.0%
REBALANCE, LLC2,298,258$83.3m4.4%
MORGAN STANLEY2,289,500$83.0m0.0%
Orgel Wealth Management, LLC2,198,585$79.7m1.7%
MATHER GROUP, LLC.2,118,024$76.8m0.7%
MONETA GROUP INVESTMENT ADVISORS LLC1,941,101$70.4m0.5%
Sanctuary Advisors, LLC1,761,499$63.9m0.3%
Krilogy Financial LLC1,737,850$63.0m1.9%
Charles Schwab Trust Co1,651,919$59.9m3.3%
ENVESTNET ASSET MANAGEMENT INC1,564,651$56.7m0.0%
JPMORGAN CHASE & CO1,572,456$56.5m0.0%
FMR LLC1,548,538$56.2m0.0%
Mariner, LLC1,540,632$55.8m0.1%
Heartwood Wealth Advisors LLC1,518,670$55.1m4.3%
WELLS FARGO & COMPANY/MN1,489,129$54.0m0.0%
Corient Private Wealth LP1,446,830$52.5m0.1%
Mountain Capital Investment Advisors Inc.1,444,034$52.4m7.5%
MERCER GLOBAL ADVISORS INC /ADV1,391,990$50.5m0.1%

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

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