Who Owns SCHWAB STRATEGIC TR (SCHC)? -- Institutional Holders (2026-06-30)
539 institutions reported holding $2.38B of SCHWAB STRATEGIC TR (SCHC) in SEC 13F filings for 2026-06-30. Largest institutional holders: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC ($215.4M), Savant Capital, LLC ($185.7M), Creative Planning ($136.1M), JONES FINANCIAL COMPANIES LLLP ($120.0M), McAdam, LLC ($82.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $215.4M | 4.5M | Added |
| 2 | Savant Capital, LLC | $185.7M | 3.9M | Added |
| 3 | Creative Planning | $136.1M | 2.8M | Trimmed |
| 4 | JONES FINANCIAL COMPANIES LLLP | $120.0M | 2.5M | Added |
| 5 | McAdam, LLC | $82.4M | 1.7M | Added |
| 6 | SageView Advisory Group, LLC | $82.0M | 1.7M | Trimmed |
| 7 | BlackRock, Inc. | $71.5M | 1.5M | Trimmed |
| 8 | PNC Financial Services Group, Inc. | $59.8M | 1.2M | Trimmed |
| 9 | STATE STREET CORP | $56.1M | 1.2M | Added |
| 10 | Johnson Financial Group, LLC | $54.4M | 1.1M | Added |
| 11 | MATHER GROUP, LLC. | $53.1M | 1.1M | Added |
| 12 | Focus Partners Wealth | $46.3M | 962,706 | Trimmed |
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $45.8M | 951,415 | Added |
| 14 | CHOREO, LLC | $39.2M | 813,788 | Trimmed |
| 15 | St. Louis Trust Co | $37.0M | 87,162 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $34.7M | 721,412 | Trimmed |
| 17 | Corient Private Wealth LLC | $30.1M | 625,379 | Trimmed |
| 18 | Charles Schwab Trust Co | $29.8M | 619,205 | Added |
| 19 | Pure Financial Advisors, LLC | $29.5M | 613,957 | Added |
| 20 | Vise Technologies, Inc. | $23.6M | 491,169 | Added |
| 21 | GHP Investment Advisors, Inc. | $23.2M | 481,697 | Added |
| 22 | CAPTRUST FINANCIAL ADVISORS | $20.1M | 417,548 | Added |
| 23 | UBS Group AG | $19.9M | 414,546 | Added |
| 24 | Tortoise Investment Management, LLC | $17.6M | 365,315 | Added |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $16.7M | 347,506 | Added |
Source: SEC Form 13F filings · as of 2026-06-30