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

SCHWAB STRATEGIC TR

168 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 808524631·168 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$168M
visible holders
Holders
168
filers reporting
Concentration
20.89%
Tidal Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

168 institutions reported SCYB in Q2 2026. Tidal Investments LLC leads at 20.9% 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
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$16M593K0.01%Q2 202603
CORNERSTONE ENTERPRISES, LLC
CIK 0001987314
$14M571K8.41%Q3 202604
Charles Schwab Trust Co
CIK 0001789219
$12M475K0.69%Q3 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
CFG Wealth Management Services, Inc.
CIK 0002133547
$6M251K5.77%Q3 202610
Strategic Financial Planning, Inc.
CIK 0001802277
$6M234K3.20%Q2 202611
Summit Financial, LLC
CIK 0001765536
$6M222K0.06%Q2 202612
Hidden Cove Wealth Management, LLC
CIK 0001963736
$5M200K2.70%Q3 202613
Columbus Macro, LLC
CIK 0001727269
$5M195K0.48%Q3 202614
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5M174K0.06%Q2 202615
Principia Wealth Advisory, LLC
CIK 0002041436
$4M166K2.74%Q4 202516
MMA ASSET MANAGEMENT LLC
CIK 0001842667
$4M158K1.32%Q2 202617
MFG WEALTH MANAGEMENT, INC.
CIK 0002053046
$4M150K2.75%Q3 202618
Cetera Investment Advisers
CIK 0001666741
$4M140K0.00%Q2 202619
Elm3 Financial Group, LLC
CIK 0002011201
$3M138K2.32%Q3 202620
FF Advisors,LLC
CIK 0002011904
$3M133K1.23%Q3 2026
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