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

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

1,650 institutions reported holding $33.27B of SCHWAB STRATEGIC TR (SCHX) in SEC 13F filings for 2026-06-30. Largest institutional holders: US BANCORP \DE\ ($5.07B), Creative Planning ($2.40B), MONETA GROUP INVESTMENT ADVISORS LLC ($1.14B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($1.11B), HBK Sorce Advisory LLC ($1.07B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	US BANCORP \DE\	$5.07B	172.2M	Added
2	Creative Planning	$2.40B	81.5M	Trimmed
3	MONETA GROUP INVESTMENT ADVISORS LLC	$1.14B	38.7M	Added
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.11B	37.8M	Added
5	HBK Sorce Advisory LLC	$1.07B	35.2M	Added
6	SEI INVESTMENTS CO	$950.6M	32.3M	Trimmed
7	Betterment LLC	$842.5M	28.6M	Added
8	SAGE FINANCIAL GROUP INC	$677.0M	23.0M	Trimmed
9	CAPTRUST FINANCIAL ADVISORS	$599.3M	20.4M	Added
10	Diversified Enterprises, LLC	$553.8M	18.8M	Added
11	Cerity Partners LLC	$544.6M	18.5M	Trimmed
12	HighTower Advisors, LLC	$410.6M	14.0M	Trimmed
13	Koss-Olinger Consulting, LLC	$377.0M	12.8M	Added
14	Jupiter Topco LLC	$376.2M	12.8M	New
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$334.0M	11.2M	Added
16	McAdam, LLC	$321.5M	10.9M	Added
17	BANK OF AMERICA CORP /DE/	$306.9M	10.4M	Added
18	Mariner, LLC	$303.5M	10.3M	Trimmed
19	Norinchukin Bank, The	$299.6M	10.2M	Hold
20	UBS Group AG	$293.7M	10.0M	Added
21	MERCER GLOBAL ADVISORS INC /ADV	$284.7M	9.7M	Trimmed
22	MORGAN STANLEY	$260.4M	8.8M	Added
23	Prime Capital Investment Advisors, LLC	$256.2M	8.7M	Trimmed
24	LPL Financial LLC	$252.0M	8.6M	Added
25	Fund Evaluation Group, LLC	$247.4M	8.4M	Trimmed

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