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

934 institutions reported holding $5.58B of SCHWAB STRATEGIC TR (SCHE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Creative Planning ($764.6M), Financial Engines Advisors L.L.C. ($548.4M), HighTower Advisors, LLC ($343.6M), US BANCORP \DE\ ($123.8M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($115.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Creative Planning$764.6M21.1MTrimmed
2Financial Engines Advisors L.L.C.$548.4M15.1MTrimmed
3HighTower Advisors, LLC$343.6M9.5MTrimmed
4US BANCORP \DE\$123.8M3.4MTrimmed
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$115.2M3.2MTrimmed
6SageView Advisory Group, LLC$114.9M3.2MTrimmed
7Rakuten Investment Management, Inc.$105.9M2.9MTrimmed
8JONES FINANCIAL COMPANIES LLLP$84.1M2.4MAdded
9REBALANCE, LLC$83.3M2.3MAdded
10MORGAN STANLEY$83.0M2.3MTrimmed
11Orgel Wealth Management, LLC$79.7M2.2MAdded
12MATHER GROUP, LLC.$76.8M2.1MAdded
13MONETA GROUP INVESTMENT ADVISORS LLC$70.4M1.9MAdded
14Sanctuary Advisors, LLC$63.9M1.8MTrimmed
15Krilogy Financial LLC$63.0M1.7MAdded
16Charles Schwab Trust Co$59.9M1.7MAdded
17ENVESTNET ASSET MANAGEMENT INC$56.7M1.6MAdded
18JPMORGAN CHASE & CO$56.5M1.6MTrimmed
19FMR LLC$56.2M1.5MTrimmed
20Mariner, LLC$55.8M1.5MAdded
21Heartwood Wealth Advisors LLC$55.1M1.5MAdded
22WELLS FARGO & COMPANY/MN$54.0M1.5MAdded
23Corient Private Wealth LLC$52.5M1.4MTrimmed
24Mountain Capital Investment Advisors Inc.$52.4M1.4MAdded
25MERCER GLOBAL ADVISORS INC /ADV$50.5M1.4MTrimmed

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