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

Name: SCHWAB STRATEGIC TR (SCHA) Institutional Holders (2026-06-30)
Creator: ko.io

1,382 institutions reported holding $9.03B of SCHWAB STRATEGIC TR (SCHA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Empower Advisory Group, LLC ($1.36B), SEI INVESTMENTS CO ($502.5M), BANK OF AMERICA CORP /DE/ ($496.9M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($220.4M), Creative Planning ($212.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Empower Advisory Group, LLC	$1.36B	37.7M	Added
2	SEI INVESTMENTS CO	$502.5M	13.9M	Trimmed
3	BANK OF AMERICA CORP /DE/	$496.9M	13.8M	Trimmed
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$220.4M	6.1M	Added
5	Creative Planning	$212.2M	5.9M	Trimmed
6	UBS Group AG	$186.8M	5.2M	Added
7	Financial Engines Advisors L.L.C.	$151.4M	4.2M	Trimmed
8	Advisory Alpha, LLC	$137.2M	3.8M	Trimmed
9	Cerity Partners LLC	$136.2M	4.0M	Added
10	Mariner, LLC	$118.8M	3.3M	Trimmed
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$97.4M	2.8M	Added
12	LPL Financial LLC	$95.4M	2.6M	Trimmed
13	Savant Capital, LLC	$95.0M	2.9M	Added
14	Steele Capital Management, Inc.	$82.2M	2.3M	Added
15	MONETA GROUP INVESTMENT ADVISORS LLC	$75.5M	2.1M	Added
16	JONES FINANCIAL COMPANIES LLLP	$75.2M	2.1M	Added
17	MERCER GLOBAL ADVISORS INC /ADV	$73.4M	2.0M	Added
18	VANTAGEPOINT INVESTMENT ADVISERS LLC	$73.2M	2.0M	Hold
19	OSAIC HOLDINGS, INC.	$68.7M	1.9M	Added
20	Betterment LLC	$63.4M	1.8M	Trimmed
21	SIMS INVESTMENT MANAGEMENT, LLC	$62.7M	1.7M	Trimmed
22	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$61.2M	1.7M	Trimmed
23	ENVESTNET ASSET MANAGEMENT INC	$60.5M	1.7M	Added
24	Focus Partners Wealth	$60.3M	1.7M	Added
25	CoreCap Advisors, LLC	$59.9M	1.7M	Added

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