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

SCHWAB STRATEGIC TR

140 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 808524714·140 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.2%
vs prior quarter
13F value held
$157M
76.0% inst. owned
of float
Holders
140
-102 QoQ
filers reporting
Activity
+92 / −85
+877 added · −671 reduced
this quarter
Concentration
11.66%
Hamrick Investment Counsel, llc #1
top holder share
AI Holders Summary · Q1 2026

140 institutions reported SCHJ in Q1 2026. Hamrick Investment Counsel, llc leads at 11.7% of the visible book. -102 net institutions QoQ — distribution reading.

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
White Wing Wealth Management
CIK 0002001473
$12M467K6.93%Q1 202604
Columbus Macro, LLC
CIK 0001727269
$10M412K1.09%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$10M389K0.01%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M386K0.00%Q1 202607
Sightline Wealth Advisors, LLC
CIK 0001841979
$9M374K3.91%Q1 202608
Cape Investment Advisory, Inc.
CIK 0001944437
$8M340K2.80%Q1 202609
TAP Consulting, LLC
CIK 0001748930
$8M334K1.67%Q4 202410
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
Kades & Cheifetz LLC
CIK 0001957259
$5M186K2.32%Q4 202418
Kestra Advisory Services, LLC
CIK 0001830819
$4M177K0.02%Q1 202619
PURE PORTFOLIOS HOLDINGS LLC
CIK 0002041678
$4M160K1.20%Q4 202520
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M161K0.00%Q1 2026
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