Who Owns SCHWAB STRATEGIC TR (STCE)? -- Institutional Holders (2026-06-30)
79 institutions reported holding $40.3M of SCHWAB STRATEGIC TR (STCE) in SEC 13F filings for 2026-06-30. Largest institutional holders: GTS SECURITIES LLC ($7.9M), MML INVESTORS SERVICES, LLC ($4.6M), Global Wealth Strategies & Associates ($4.3M), Financial Engines Advisors L.L.C. ($3.8M), JANE STREET GROUP, LLC ($3.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GTS SECURITIES LLC | $7.9M | 112,225 | New |
| 2 | MML INVESTORS SERVICES, LLC | $4.6M | 65,522 | Added |
| 3 | Global Wealth Strategies & Associates | $4.3M | 61,130 | Added |
| 4 | Financial Engines Advisors L.L.C. | $3.8M | 53,618 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $3.6M | 51,555 | Added |
| 6 | Quattro Advisors LLC | $2.4M | 33,651 | Added |
| 7 | Oasis Advisors, LLC | $2.2M | 31,009 | New |
| 8 | D. E. Shaw & Co., Inc. | $1.7M | 24,893 | Trimmed |
| 9 | Quadrature Capital Ltd | $1.0M | 14,587 | New |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $1.0M | 14,296 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $897,808 | 12,835 | Trimmed |
| 12 | Orion Porfolio Solutions, LLC | $791,065 | 11,309 | Added |
| 13 | FLOW TRADERS U.S. LLC | $761,000 | 10,884 | Trimmed |
| 14 | Advyzon Investment Management, LLC | $747,766 | 10,690 | Added |
| 15 | CITADEL ADVISORS LLC | $573,590 | 8,200 | Trimmed |
| 16 | OneAscent Financial Services LLC | $469,360 | 6,710 | Added |
| 17 | Wealth Management Nebraska | $468,063 | 6,691 | Added |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $302,496 | 4,324 | Trimmed |
| 19 | BREAKTHRU ADVISORY SERVICES, LLC | $291,342 | 4,165 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $282,394 | 4,037 | New |
| 21 | MCF Advisors LLC | $265,461 | 3,795 | Hold |
| 22 | Belvedere Trading LLC | $260,004 | 3,717 | Trimmed |
| 23 | Creative Planning | $253,056 | 3,618 | New |
| 24 | HighTower Advisors, LLC | $245,777 | 3,514 | New |
| 25 | AdvisorNet Financial, Inc | $223,243 | 3,191 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30