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

SCHWAB STRATEGIC TR

208 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 808524672·208 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$327M
visible holders
Holders
208
filers reporting
Concentration
34.21%
Cresset Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

208 institutions reported SCHY in Q1 2026. Cresset Asset Management, LLC leads at 34.2% 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
$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
Fifth Third Wealth Advisors LLC
CIK 0001899030
$12M383K0.34%Q2 202610
Modern Wealth Management, LLC
CIK 0002001900
$11M335K0.18%Q1 202611
IRON Financial LLC
CIK 0001595509
$10M318K4.16%Q2 202612
WOODMONT INVESTMENT COUNSEL LLC
CIK 0001133653
$9M291K0.57%Q1 202613
Charles Schwab Trust Co
CIK 0001789219
$9M281K0.50%Q2 202614
Elequin Capital, LP
CIK 0001810873
$8M293K0.67%Q1 202615
LongView Wealth Management
CIK 0001990190
$7M207K1.69%Q2 202616
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$6M200K0.18%Q1 202617
Fiduciary Alliance LLC
CIK 0001954805
$6M182K0.39%Q2 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$6M180K0.01%Q1 202619
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$6M177K1.10%Q1 202620
LeConte Wealth Management, LLC
CIK 0002060443
$5M172K3.52%Q1 2026
Page 1 of 11
188 more holders available. Log in →