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

30 institutions reported holding $47.2M of SCHWAB STRATEGIC TR (SCUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($26.1M), CITADEL ADVISORS LLC ($6.9M), Integrity Advisory Solutions, LLC ($2.3M), Savvy Advisors, Inc. ($1.4M), Concurrent Investment Advisors, LLC ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$26.1M1.0MTrimmed
2CITADEL ADVISORS LLC$6.9M272,901Added
3Integrity Advisory Solutions, LLC$2.3M89,567Added
4Savvy Advisors, Inc.$1.4M57,581Added
5Concurrent Investment Advisors, LLC$1.3M50,919Trimmed
6Kaizen Financial Strategies$1.1M42,874Trimmed
7JANE STREET GROUP, LLC$1.1M42,115Added
8Mariner, LLC$833,21733,097Added
9WealthPlan Investment Management, LLC$806,15432,022Added
10Waverly Advisors, LLC$666,88326,490Added
11Hummer Financial Advisory Services Inc$624,34024,800Hold
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$597,47823,733New
13Coastwise Capital Group, LLC$523,88420,810Trimmed
14JAMES INVESTMENT RESEARCH, INC.$410,20216,294Added
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$402,87516,038Trimmed
16Mainstream Capital Management LLC$363,55214,441Trimmed
17HRT FINANCIAL LP$345,00013,722New
18Sculati Wealth Management, LLC$321,69412,790Trimmed
19AUCTUS ADVISORS LLC$300,28711,928New
20EQUITABLE TRUST CO$251,75010,000New
21Focus Partners Wealth$251,6149,994New
22Mann Financial Group, Inc.$226,5759,000New
23TD Waterhouse Canada Inc.$59,8642,385Hold
24Golden State Wealth Management, LLC$51,9612,064Hold
25Costello Asset Management, INC$17,497695Hold

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