Who Owns SCHWAB STRATEGIC TR (SCHY)? -- Institutional Holders (2026-06-30)
230 institutions reported holding $540.4M of SCHWAB STRATEGIC TR (SCHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cresset Asset Management, LLC ($117.6M), HAMEL ASSOCIATES, INC. ($25.7M), OSAIC HOLDINGS, INC. ($19.5M), Modern Wealth Management, LLC ($19.1M), Summit Asset Management, LLC ($19.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cresset Asset Management, LLC | $117.6M | 3.7M | Added |
| 2 | HAMEL ASSOCIATES, INC. | $25.7M | 808,765 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $19.5M | 614,098 | Added |
| 4 | Modern Wealth Management, LLC | $19.1M | 601,864 | Added |
| 5 | Summit Asset Management, LLC | $19.0M | 600,081 | Trimmed |
| 6 | LPL Financial LLC | $17.6M | 554,125 | Added |
| 7 | TriCert Investment Counsel Inc. | $14.7M | 463,465 | New |
| 8 | HighTower Advisors, LLC | $13.8M | 436,215 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $13.3M | 417,980 | Added |
| 10 | Fifth Third Wealth Advisors LLC | $12.2M | 383,253 | Added |
| 11 | IRON Financial LLC | $10.1M | 317,888 | Added |
| 12 | WOODMONT INVESTMENT COUNSEL LLC | $9.5M | 300,864 | Added |
| 13 | TD Waterhouse Canada Inc. | $9.4M | 316,645 | New |
| 14 | Charles Schwab Trust Co | $8.9M | 281,092 | Trimmed |
| 15 | Nuveen, LLC | $7.1M | 223,899 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $7.0M | 220,757 | Added |
| 17 | Robertson Stephens Wealth Management, LLC | $6.7M | 209,797 | Added |
| 18 | LongView Wealth Management | $6.6M | 207,312 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 185,716 | Added |
| 20 | Integrated Wealth Concepts LLC | $5.8M | 183,315 | Added |
| 21 | Fiduciary Alliance LLC | $5.8M | 182,031 | Added |
| 22 | MAGNOLIA CAPITAL ADVISORS LLC | $5.6M | 176,650 | Trimmed |
| 23 | OMC Financial Services LTD | $5.3M | 167,397 | Added |
| 24 | LeConte Wealth Management, LLC | $5.1M | 160,178 | Trimmed |
| 25 | Waverly Advisors, LLC | $5.0M | 157,475 | Added |
Source: SEC Form 13F filings · as of 2026-06-30