SCHG institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding1,662
Shares held960,600,130
Reported value$32.5bn
Quarter flows142 new, 746 added, 546 trimmed, 104 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC121,984,901$4.1bn0.5%
ENVESTNET ASSET MANAGEMENT INC61,784,989$2.1bn0.5%
SEI INVESTMENTS CO47,660,218$1.6bn1.4%
Financial Engines Advisors L.L.C.39,212,098$1.3bn2.4%
LPL Financial LLC38,293,135$1.3bn0.3%
Mariner, LLC19,308,603$653.4m0.7%
Cetera Investment Advisers19,036,117$644.2m0.6%
OSAIC HOLDINGS, INC.18,396,878$622.6m0.7%
VANTAGEPOINT INVESTMENT ADVISERS LLC17,067,494$577.6m4.3%
RAYMOND JAMES FINANCIAL INC16,967,726$574.2m0.2%
AMERIPRISE FINANCIAL INC16,012,825$542.1m0.1%
Avantax Planning Partners, Inc.14,951,817$506.0m12.6%
Fund Evaluation Group, LLC14,648,669$495.7m13.4%
MATHER GROUP, LLC.13,008,967$440.2m3.8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,969,343$371.2m0.2%
MML INVESTORS SERVICES, LLC10,841,383$366.9m0.7%
WELLS FARGO & COMPANY/MN10,473,435$354.4m0.1%
MORGAN STANLEY9,519,537$322.1m0.0%
McAdam, LLC8,537,060$288.9m11.2%
BANK OF AMERICA CORP /DE/8,445,311$285.8m0.0%
JPMORGAN CHASE & CO8,221,023$275.1m0.0%
OneDigital Investment Advisors LLC7,776,295$263.1m2.2%
HighTower Advisors, LLC7,356,889$249.0m0.2%
Focus Partners Wealth6,836,103$231.3m0.2%
Beacon Pointe Advisors, LLC6,744,828$228.2m1.1%

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

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