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Who Owns SCHWAB STRATEGIC TR (FNDF)? -- Institutional Holders (2026-06-30)

909 institutions reported holding $24.08B of SCHWAB STRATEGIC TR (FNDF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($7.44B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($7.44B), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($858.6M), REGIONS FINANCIAL CORP ($523.9M), BANK OF AMERICA CORP /DE/ ($457.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Sixth Street Partners Management Company, L.P.$7.44B141.1MNew
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC$7.44B141.1MTrimmed
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$858.6M16.4MAdded
4REGIONS FINANCIAL CORP$523.9M9.9MAdded
5BANK OF AMERICA CORP /DE/$457.6M8.7MAdded
6MORGAN STANLEY$383.3M7.3MAdded
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$333.6M6.3MAdded
8WELLS FARGO & COMPANY/MN$306.4M5.8MTrimmed
9CAPTRUST FINANCIAL ADVISORS$222.1M4.2MAdded
10AMERIPRISE FINANCIAL INC$168.7M3.2MAdded
11Mountain Capital Investment Advisors Inc.$154.1M2.9MAdded
12VICTORY CAPITAL MANAGEMENT INC$153.8M2.9MHold
13LPL Financial LLC$151.9M2.9MAdded
14Auto-Owners Insurance Co$142.6M2.7MTrimmed
15Boulay Financial Advisors, LLC$139.7M2.6MTrimmed
16FOSTER & MOTLEY INC$134.1M2.5MAdded
17ENVESTNET ASSET MANAGEMENT INC$131.7M2.5MTrimmed
18Corient Private Wealth LLC$105.4M2.0MTrimmed
19UBS Group AG$90.7M1.7MAdded
20Cetera Investment Advisers$88.7M1.7MAdded
21StoneX Group Inc.$83.9M1.6MAdded
22HighTower Advisors, LLC$78.1M1.5MAdded
23Savant Capital, LLC$77.9M1.5MAdded
24AlphaCore Capital LLC$75.6M1.4MTrimmed
25CVA Family Office, LLC$73.2M1.4MAdded

Source: SEC Form 13F filings · as of 2026-06-30