13F Insight
DOSSIER · 13F Holders · Q1 2026
SCHJ

SCHWAB STRATEGIC TR

143 institutions still hold SCHWAB STRATEGIC TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524714·143 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$156M
visible holders
Holders
143
filers reporting
Concentration
11.74%
Hamrick Investment Counsel, llc #1
top holder share
AI Holders Summary · Q1 2026

143 institutions reported SCHJ in Q1 2026. Hamrick Investment Counsel, llc leads at 11.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Hamrick Investment Counsel, llc
CIK 0002126147
$18M743K10.17%Q1 202602
HARTLINE INVESTMENT CORP/
CIK 0000945625
$16M640K1.74%Q1 202603
Columbus Macro, LLC
CIK 0001727269
$10M418K1.00%Q2 202604
White Wing Wealth Management
CIK 0002001473
$10M417K5.37%Q2 202605
Sightline Wealth Advisors, LLC
CIK 0001841979
$10M417K3.76%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$10M389K0.01%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M386K0.00%Q1 202608
Cape Investment Advisory, Inc.
CIK 0001944437
$8M340K2.80%Q1 202609
SlateStone Wealth, LLC
CIK 0001764049
$8M320K0.65%Q1 202610
Meridian Wealth Management, LLC
CIK 0001697300
$7M294K0.25%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M288K0.00%Q1 202612
Compass Financial Group, INC/SD
CIK 0001964835
$5M216K0.75%Q1 202613
VAN STRUM & TOWNE INC.
CIK 0001080173
$5M213K1.53%Q1 202614
Modera Wealth Management, LLC
CIK 0001542143
$5M211K0.06%Q4 202515
HighTower Advisors, LLC
CIK 0001462245
$5M195K0.01%Q1 202616
Waverly Advisors, LLC
CIK 0001568787
$5M188K0.03%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$4M177K0.02%Q1 202618
PURE PORTFOLIOS HOLDINGS LLC
CIK 0002041678
$4M160K1.20%Q4 202519
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M161K0.00%Q1 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M155K0.01%Q2 2026
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