13F Insight
DOSSIER · 13F Holders · Q2 2026
SCHJ

SCHWAB STRATEGIC TR

161 institutions still hold SCHWAB STRATEGIC TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524714·161 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$216M
visible holders
Holders
161
filers reporting
Concentration
17.82%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

161 institutions reported SCHJ in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 17.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$38M1.6M0.01%Q2 202602
Hamrick Investment Counsel, llc
CIK 0002126147
$18M746K12.20%Q2 202603
HARTLINE INVESTMENT CORP/
CIK 0000945625
$18M741K1.59%Q2 202604
ALLSTATE CORP
CIK 0000899051
$18M722K0.18%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$11M456K0.01%Q2 202606
Columbus Macro, LLC
CIK 0001727269
$10M418K1.00%Q2 202607
White Wing Wealth Management
CIK 0002001473
$10M417K5.37%Q2 202608
Sightline Wealth Advisors, LLC
CIK 0001841979
$10M417K3.76%Q2 202609
LPL Financial LLC
CIK 0001403438
$10M413K0.00%Q2 202610
Cape Investment Advisory, Inc.
CIK 0001944437
$9M346K2.28%Q2 202611
SlateStone Wealth, LLC
CIK 0001764049
$8M320K0.65%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M305K0.00%Q2 202613
Meridian Wealth Management, LLC
CIK 0001697300
$7M301K0.23%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$7M273K0.01%Q2 202615
FF Advisors,LLC
CIK 0002011904
$7M264K2.44%Q2 202616
Compass Financial Group, INC/SD
CIK 0001964835
$6M244K0.69%Q2 202617
VAN STRUM & TOWNE INC.
CIK 0001080173
$5M219K1.47%Q2 202618
Waverly Advisors, LLC
CIK 0001568787
$5M205K0.03%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$5M187K0.00%Q2 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M186K0.00%Q2 2026
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