SCHF institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding1,663
Shares held1,433,331,846
Reported value$39.7bn
Quarter flows144 new, 740 added, 535 trimmed, 81 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO309,394,253$8.6bn4.6%
Empower Advisory Group, LLC182,562,625$5.1bn12.1%
Financial Engines Advisors L.L.C.147,700,825$4.1bn7.3%
Wealthfront Advisers LLC116,784,490$3.2bn6.2%
Creative Planning46,025,845$1.3bn0.7%
HighTower Advisors, LLC21,613,963$598.7m0.6%
Betterment LLC20,561,168$569.5m1.0%
Composition Wealth, LLC16,104,671$446.1m5.2%
US BANCORP \DE\14,444,093$400.1m0.4%
SCS Capital Management LLC12,429,498$344.3m3.3%
MORGAN STANLEY12,281,905$340.2m0.0%
Wealthspire Advisors, LLC10,939,617$303.0m1.7%
JONES FINANCIAL COMPANIES LLLP9,888,149$271.2m0.1%
Orgel Wealth Management, LLC9,692,489$268.5m5.8%
Mariner, LLC9,681,325$268.1m0.3%
McAdam, LLC9,317,087$258.1m10.0%
MERCER GLOBAL ADVISORS INC /ADV8,707,217$241.2m0.3%
Avantax Planning Partners, Inc.7,624,824$211.2m5.3%
Cresset Asset Management, LLC7,217,108$199.9m0.7%
REBALANCE, LLC7,208,057$199.7m10.5%
LPL Financial LLC7,201,261$199.5m0.0%
Steele Capital Management, Inc.7,056,392$195.8m7.2%
Cerity Partners LLC7,384,337$191.2m0.2%
AMERIPRISE FINANCIAL INC6,459,959$178.9m0.0%
SageView Advisory Group, LLC6,255,699$173.3m5.7%

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

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