Who Owns SCHWAB STRATEGIC TR (FNDA)? -- Institutional Holders (2026-06-30)
512 institutions reported holding $12.30B of SCHWAB STRATEGIC TR (FNDA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($5.22B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($5.22B), WADDELL & ASSOCIATES, LLC ($110.2M), Boulay Financial Advisors, LLC ($102.3M), Steele Capital Management, Inc. ($82.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sixth Street Partners Management Company, L.P. | $5.22B | 137.2M | New |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.22B | 137.2M | Trimmed |
| 3 | WADDELL & ASSOCIATES, LLC | $110.2M | 2.9M | Added |
| 4 | Boulay Financial Advisors, LLC | $102.3M | 2.7M | New |
| 5 | Steele Capital Management, Inc. | $82.8M | 2.2M | Added |
| 6 | Prairiewood Capital, LLC | $79.5M | 2.1M | Added |
| 7 | Clearstead Advisors, LLC | $75.0M | 2.0M | Trimmed |
| 8 | UBS Group AG | $56.9M | 1.5M | Added |
| 9 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $55.0M | 1.4M | Hold |
| 10 | MOLLER WEALTH PARTNERS | $46.8M | 1.2M | Trimmed |
| 11 | Riverpoint Wealth Management Holdings, LLC | $44.7M | 1.2M | Added |
| 12 | MORGAN STANLEY | $43.1M | 1.1M | Added |
| 13 | Solitude Financial Services | $39.8M | 1.0M | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $36.6M | 961,088 | Added |
| 15 | Ironwood Investment Counsel, LLC | $34.5M | 907,290 | Trimmed |
| 16 | First Pacific Financial | $33.7M | 885,996 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $30.6M | 803,306 | Trimmed |
| 18 | AlphaCore Capital LLC | $30.5M | 800,230 | Trimmed |
| 19 | Resonant Capital Advisors, LLC | $29.0M | 763,063 | Trimmed |
| 20 | Savant Capital, LLC | $26.4M | 732,553 | Added |
| 21 | Gemmer Asset Management LLC | $25.0M | 656,112 | Added |
| 22 | Trilogy Capital Inc. | $23.7M | 622,642 | Added |
| 23 | Wealth Forward, LLC | $23.0M | 603,841 | Added |
| 24 | Seven Springs Wealth Group, LLC | $22.8M | 598,617 | Added |
| 25 | HORAN Wealth, LLC | $22.0M | 578,074 | Added |
Source: SEC Form 13F filings · as of 2026-06-30