Who Owns SCHWAB STRATEGIC TR (SCHZ)? -- Institutional Holders (2026-06-30)
716 institutions reported holding $4.29B of SCHWAB STRATEGIC TR (SCHZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($335.0M), Rockbridge Investment Management, LCC ($241.0M), Avantax Planning Partners, Inc. ($184.5M), AMERIPRISE FINANCIAL INC ($157.5M), Charles Schwab Trust Co ($152.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JPMORGAN CHASE & CO | $335.0M | 14.4M | Added |
| 2 | Rockbridge Investment Management, LCC | $241.0M | 10.4M | Added |
| 3 | Avantax Planning Partners, Inc. | $184.5M | 8.0M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $157.5M | 6.8M | Added |
| 5 | Charles Schwab Trust Co | $152.7M | 6.6M | Added |
| 6 | Financial Engines Advisors L.L.C. | $131.4M | 5.7M | Added |
| 7 | HighTower Advisors, LLC | $99.3M | 4.3M | Trimmed |
| 8 | Kohmann Bosshard Financial Services, LLC | $89.2M | 3.9M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $80.6M | 3.5M | Added |
| 10 | RATIONAL ADVISORS, INC. | $72.7M | 3.1M | Added |
| 11 | GOLDMAN SACHS GROUP INC | $71.0M | 3.1M | Trimmed |
| 12 | McAdam, LLC | $60.4M | 2.6M | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $52.9M | 2.3M | Added |
| 14 | Pioneer Wealth Management Group | $52.0M | 2.2M | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.8M | 2.2M | Trimmed |
| 16 | Mariner, LLC | $49.3M | 2.1M | Trimmed |
| 17 | Cerity Partners LLC | $45.8M | 2.3M | Added |
| 18 | Cetera Investment Advisers | $43.1M | 1.9M | Added |
| 19 | Savant Capital, LLC | $39.1M | 1.7M | Added |
| 20 | Vident Advisory, LLC | $39.0M | 1.7M | Added |
| 21 | NorthRock Partners, LLC | $37.4M | 1.6M | Added |
| 22 | FINANCIAL LIFE ADVISORS | $36.4M | 1.6M | Added |
| 23 | Blue Trust, Inc. | $35.8M | 1.5M | Added |
| 24 | Destination Wealth Management | $34.6M | 1.5M | Trimmed |
| 25 | Horst & Graben Wealth Management LLC | $34.0M | 1.5M | Added |
Source: SEC Form 13F filings · as of 2026-06-30