SCHI institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding266
Shares held52,221,869
Reported value$1.2bn
Quarter flows42 new, 108 added, 62 trimmed, 35 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CAPTRUST FINANCIAL ADVISORS8,768,676$198.5m0.3%
RiverFront Investment Group, LLC8,486,796$192.1m2.5%
ENVESTNET ASSET MANAGEMENT INC7,236,543$163.8m0.0%
RAYMOND JAMES FINANCIAL INC2,491,146$56.4m0.0%
ALLSTATE CORP1,839,862$41.7m0.4%
AMERIPRISE FINANCIAL INC1,302,835$29.5m0.0%
ROYAL BANK OF CANADA1,249,967$28.3m0.0%
Bouchey Financial Group, Ltd.1,153,981$26.1m1.7%
Permanens Capital L.P.1,099,967$24.9m2.6%
CITADEL ADVISORS LLC1,008,679$22.8m0.0%
BANK OF AMERICA CORP /DE/859,621$19.5m0.0%
Janney Montgomery Scott LLC743,980$16.8m0.0%
L2 Asset Management, LLC665,705$15.1m1.6%
WestHill Financial Advisors, Inc.652,028$14.8m2.5%
STIFEL FINANCIAL CORP559,090$12.7m0.0%
LPL Financial LLC521,044$11.8m0.0%
Charles Schwab Trust Co520,480$11.8m0.7%
VAN STRUM & TOWNE INC.504,007$11.4m3.1%
OGOREK ANTHONY JOSEPH /NY/ /ADV473,448$10.7m2.7%
SUSQUEHANNA INTERNATIONAL GROUP, LLP438,376$9.9m0.0%
Cetera Investment Advisers428,440$9.7m0.0%
White & Co Financial Planning Inc427,382$9.7m6.0%
FF Advisors,LLC400,463$9.1m3.4%
WT Wealth Management385,866$8.7m2.4%
Kaizen Financial Strategies370,730$8.4m2.7%

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

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