13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
SCHY

SCHWAB STRATEGIC TR

201 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 808524672·201 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.9%
vs prior quarter
13F value held
$320M
60.0% inst. owned
of float
Holders
201
+59 QoQ
filers reporting
Activity
+47 / −96
+920 added · −808 reduced
this quarter
Concentration
35.00%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

201 institutions reported SCHY in Q1 2026. Cresset Asset Management, LLC leads at 35.0% of the visible book. +59 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Cresset Asset Management, LLC
CIK 0001761013
$112M3.5M0.48%Q1 202602
HAMEL ASSOCIATES, INC.
CIK 0001599760
$26M821K7.42%Q1 202603
Summit Asset Management, LLC
CIK 0001509974
$19M608K2.68%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$18M582K0.03%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$15M489K0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$15M467K0.00%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$14M438K0.01%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M416K0.00%Q1 202609
Modern Wealth Management, LLC
CIK 0002001900
$11M335K0.18%Q1 202610
IRON Financial LLC
CIK 0001595509
$10M310K4.29%Q1 202611
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$9M291K0.57%Q1 202612
Charles Schwab Trust Co
CIK 0001789219
$9M284K0.58%Q1 202613
Elequin Capital, LP
CIK 0001810873
$8M293K0.67%Q1 202614
LongView Wealth Management
CIK 0001990190
$7M199K1.65%Q1 202615
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$6M200K0.18%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$6M180K0.01%Q1 202617
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$6M177K1.10%Q1 202618
Fiduciary Alliance LLC
CIK 0001954805
$5M168K0.33%Q1 202619
LeConte Wealth Management, LLC
CIK 0002060443
$5M172K3.52%Q1 202620
OMC Financial Services LTD
CIK 0002026391
$5M166K2.04%Q1 2026
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