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

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

774 institutions reported holding $8.38B of SCHWAB STRATEGIC TR (SCHO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.74B), JPMORGAN CHASE & CO ($536.2M), AMERIPRISE FINANCIAL INC ($470.1M), SEI INVESTMENTS CO ($419.8M), ENVESTNET ASSET MANAGEMENT INC ($319.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$2.74B	113.5M	Added
2	JPMORGAN CHASE & CO	$536.2M	22.2M	Trimmed
3	AMERIPRISE FINANCIAL INC	$470.1M	19.6M	Added
4	SEI INVESTMENTS CO	$419.8M	17.4M	Added
5	ENVESTNET ASSET MANAGEMENT INC	$319.8M	13.2M	Added
6	ALLIANCEBERNSTEIN L.P.	$150.7M	6.2M	Added
7	STIFEL FINANCIAL CORP	$134.0M	5.6M	Trimmed
8	MCF Advisors LLC	$107.0M	4.4M	Added
9	LPL Financial LLC	$105.1M	4.4M	Added
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$98.6M	4.1M	Added
11	Moisand Fitzgerald Tamayo, LLC	$98.5M	4.1M	Added
12	WELLS FARGO & COMPANY/MN	$86.3M	3.6M	Added
13	PNC Financial Services Group, Inc.	$85.7M	3.6M	Trimmed
14	Wealthfront Advisers LLC	$71.9M	3.0M	Added
15	Bangor Savings Bank	$66.6M	2.8M	Added
16	UBS Group AG	$61.9M	2.6M	Added
17	Midwest Trust Co	$61.2M	2.5M	Added
18	Merit Financial Group, LLC	$59.0M	2.4M	Added
19	FIDUCIARY FINANCIAL GROUP, LLC	$55.6M	2.3M	Added
20	LVW Advisors, LLC	$52.7M	2.2M	Added
21	TruNorth Capital Management, LLC	$51.0M	2.1M	Added
22	FLC Capital Advisors	$45.0M	1.9M	Added
23	MML INVESTORS SERVICES, LLC	$44.7M	1.9M	Added
24	MORGAN STANLEY	$43.7M	1.8M	Trimmed
25	High Probability Advisors, LLC	$42.5M	1.8M	Added

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