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

SCHWAB STRATEGIC TR

228 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 808524672·228 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$351M
visible holders
Holders
228
filers reporting
Concentration
33.54%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

228 institutions reported SCHY in Q2 2026. Cresset Asset Management, LLC leads at 33.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cresset Asset Management, LLC
CIK 0001761013
$118M3.7M0.43%Q2 202602
HAMEL ASSOCIATES, INC.
CIK 0001599760
$26M809K7.08%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M614K0.02%Q2 202604
Summit Asset Management, LLC
CIK 0001509974
$19M600K2.44%Q2 202605
LPL Financial LLC
CIK 0001403438
$18M554K0.00%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$15M489K0.00%Q1 202607
TriCert Investment Counsel Inc.
CIK 0002143895
$15M463K1.37%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$14M436K0.01%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M418K0.00%Q2 202610
Fifth Third Wealth Advisors LLC
CIK 0001899030
$12M383K0.34%Q2 202611
Modern Wealth Management, LLC
CIK 0002001900
$11M335K0.18%Q1 202612
IRON Financial LLC
CIK 0001595509
$10M318K4.16%Q2 202613
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$10M301K0.52%Q2 202614
TD Waterhouse Canada Inc.
CIK 0001999606
$9M317K0.02%Q2 202615
Charles Schwab Trust Co
CIK 0001789219
$9M281K0.50%Q2 202616
Nuveen, LLC
CIK 0001871926
$7M224K0.00%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M221K0.00%Q2 202618
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$7M210K0.16%Q2 202619
LongView Wealth Management
CIK 0001990190
$7M207K1.69%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M186K0.01%Q2 2026
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