Who Owns SCHWAB STRATEGIC TR (SCHQ)? -- Institutional Holders (2026-06-30)
145 institutions reported holding $339.2M of SCHWAB STRATEGIC TR (SCHQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tidal Investments LLC ($43.4M), ENVESTNET ASSET MANAGEMENT INC ($43.4M), Mirae Asset Global Investments Co., Ltd. ($23.3M), SFMG, LLC ($19.5M), LPL Financial LLC ($18.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tidal Investments LLC | $43.4M | 1.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $43.4M | 1.4M | Trimmed |
| 3 | Mirae Asset Global Investments Co., Ltd. | $23.3M | 742,964 | Trimmed |
| 4 | SFMG, LLC | $19.5M | 621,809 | Added |
| 5 | LPL Financial LLC | $18.8M | 601,655 | Trimmed |
| 6 | Carolina Wealth Advisors, LLC | $18.1M | 579,543 | Added |
| 7 | Werba Rubin Papier Wealth Management | $14.6M | 465,471 | Trimmed |
| 8 | MML INVESTORS SERVICES, LLC | $12.5M | 400,837 | Trimmed |
| 9 | Bank of New York Mellon Corp | $10.0M | 320,135 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $8.3M | 263,799 | Trimmed |
| 11 | Cetera Investment Advisers | $7.4M | 236,728 | Trimmed |
| 12 | AllGen Financial Advisors, Inc. | $6.9M | 221,736 | New |
| 13 | Summit Financial, LLC | $6.5M | 207,404 | Added |
| 14 | Beacon Bridge Wealth Partners, LLC | $5.3M | 169,913 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $5.2M | 167,188 | Added |
| 16 | L2 Asset Management, LLC | $5.2M | 165,654 | Trimmed |
| 17 | Centric Wealth Management | $5.1M | 164,686 | Hold |
| 18 | MORGAN STANLEY | $5.0M | 159,441 | Trimmed |
| 19 | Royal Bank of Canada | $4.5M | 144,191 | Trimmed |
| 20 | Attessa Capital LLC | $4.2M | 132,650 | Added |
| 21 | Professional Financial Management, Inc. | $3.5M | 111,214 | Added |
| 22 | JPMORGAN CHASE & CO | $3.4M | 108,731 | Trimmed |
| 23 | WT Wealth Management | $3.2M | 103,757 | Added |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.1M | 99,761 | Added |
| 25 | Fermata Advisors, LLC | $3.1M | 98,434 | Added |
Source: SEC Form 13F filings · as of 2026-06-30