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

SCHWAB STRATEGIC TR

149 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 808524714·149 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$190M
visible holders
Holders
149
filers reporting
Concentration
20.25%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

149 institutions reported SCHJ in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 20.3% 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
$18M743K10.17%Q1 202603
HARTLINE INVESTMENT CORP/
CIK 0000945625
$18M741K1.59%Q2 202604
Columbus Macro, LLC
CIK 0001727269
$10M418K1.00%Q2 202605
White Wing Wealth Management
CIK 0002001473
$10M417K5.37%Q2 202606
Sightline Wealth Advisors, LLC
CIK 0001841979
$10M417K3.76%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$10M389K0.01%Q1 202608
Cape Investment Advisory, Inc.
CIK 0001944437
$9M346K2.28%Q2 202609
SlateStone Wealth, LLC
CIK 0001764049
$8M320K0.65%Q1 202610
Meridian Wealth Management, LLC
CIK 0001697300
$7M301K0.23%Q2 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M288K0.00%Q1 202612
FF Advisors,LLC
CIK 0002011904
$7M264K2.44%Q2 202613
Compass Financial Group, INC/SD
CIK 0001964835
$6M244K0.69%Q2 202614
VAN STRUM & TOWNE INC.
CIK 0001080173
$5M219K1.47%Q2 202615
Waverly Advisors, LLC
CIK 0001568787
$5M188K0.03%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$5M187K0.00%Q2 202617
Modera Wealth Management, LLC
CIK 0001542143
$4M165K0.04%Q2 202618
PURE PORTFOLIOS HOLDINGS LLC
CIK 0002041678
$4M160K1.20%Q4 202519
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M161K0.00%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$4M157K0.01%Q2 2026
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