Who Owns SCHWAB STRATEGIC TR (SCHH)? -- Institutional Holders (2026-06-30)
635 institutions reported holding $6.38B of SCHWAB STRATEGIC TR (SCHH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.42B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($1.18B), US BANCORP \DE\ ($813.1M), FMR LLC ($585.7M), Creative Planning ($465.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Engines Advisors L.L.C. | $1.42B | 59.8M | Trimmed |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.18B | 49.8M | Added |
| 3 | US BANCORP \DE\ | $813.1M | 34.3M | Added |
| 4 | FMR LLC | $585.7M | 24.7M | Trimmed |
| 5 | Creative Planning | $465.5M | 19.7M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $278.4M | 11.8M | Added |
| 7 | DUMAC, INC. | $187.8M | 7.9M | Hold |
| 8 | TWO SIGMA INVESTMENTS, LP | $75.5M | 3.2M | Trimmed |
| 9 | Cerity Partners LLC | $64.5M | 2.7M | Added |
| 10 | BENJAMIN EDWARDS INC | $52.8M | 2.2M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $51.6M | 2.2M | Added |
| 12 | MASON STREET ADVISORS, LLC | $51.2M | 2.2M | Added |
| 13 | Elm Partners Management LLC | $43.0M | 1.8M | Added |
| 14 | Charles Schwab Trust Co | $35.5M | 1.5M | Trimmed |
| 15 | RATIONAL ADVISORS, INC. | $32.4M | 1.4M | Added |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | $26.3M | 1.1M | Added |
| 17 | M&T Bank Corp | $24.8M | 1.0M | Added |
| 18 | MANNING & NAPIER ADVISORS LLC | $23.2M | 963,416 | Added |
| 19 | HANTZ FINANCIAL SERVICES, INC. | $23.1M | 975,230 | Added |
| 20 | FOSTER & MOTLEY INC | $22.4M | 944,793 | Trimmed |
| 21 | Invesco Ltd. | $22.4M | 944,500 | Added |
| 22 | Pioneer Wealth Management Group | $20.9M | 883,192 | Added |
| 23 | BlackRock, Inc. | $20.7M | 874,401 | Trimmed |
| 24 | ZynergyRetirementPlanningLLC | $19.4M | 820,717 | Added |
| 25 | Betterment LLC | $18.8M | 794,598 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30