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

SCHWAB STRATEGIC TR

161 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 808524631·161 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$166M
visible holders
Holders
161
filers reporting
Concentration
21.12%
Tidal Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

161 institutions reported SCYB in Q2 2026. Tidal Investments LLC leads at 21.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tidal Investments LLC
CIK 0001600064
$35M1.3M0.06%Q2 202602
CORNERSTONE ENTERPRISES, LLC
CIK 0001987314
$17M639K7.63%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$16M593K0.01%Q2 202604
Charles Schwab Trust Co
CIK 0001789219
$13M509K0.74%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$11M421K0.00%Q1 202606
DAHRING | CUSMANO LLC
CIK 0002053669
$10M383K5.29%Q2 202607
RATIONAL ADVISORS, INC.
CIK 0001143565
$8M303K0.73%Q2 202608
L2 Asset Management, LLC
CIK 0001686988
$6M240K0.65%Q2 202609
Strategic Financial Planning, Inc.
CIK 0001802277
$6M234K3.20%Q2 202610
CFG Wealth Management Services, Inc.
CIK 0002133547
$6M228K5.59%Q2 202611
Summit Financial, LLC
CIK 0001765536
$6M222K0.06%Q2 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5M174K0.06%Q2 202613
Principia Wealth Advisory, LLC
CIK 0002041436
$4M166K2.74%Q4 202514
MMA ASSET MANAGEMENT LLC
CIK 0001842667
$4M158K1.32%Q2 202615
MFG WEALTH MANAGEMENT, INC.
CIK 0002053046
$4M150K2.81%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$4M140K0.00%Q2 202617
FF Advisors,LLC
CIK 0002011904
$3M128K1.26%Q2 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M113K0.00%Q2 202619
Prospera Financial Services Inc
CIK 0001541625
$3M103K0.04%Q2 202620
Elm3 Financial Group, LLC
CIK 0002011201
$2M94K1.68%Q2 2026
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