Who Owns SCHWAB STRATEGIC TR (FNDB)? -- Institutional Holders (2026-03-31)
180 institutions reported holding $332.2M of SCHWAB STRATEGIC TR (FNDB) in SEC 13F filings for 2026-03-31. Largest institutional holders: AlphaCore Capital LLC ($33.4M), FINANCIAL CONSULATE, INC ($28.3M), Opes Wealth Management LLC ($20.3M), HighTower Advisors, LLC ($17.8M), Sound Stewardship, LLC ($17.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | AlphaCore Capital LLC | $33.4M | 1.2M | Trimmed |
| 2 | FINANCIAL CONSULATE, INC | $28.3M | 1.0M | Added |
| 3 | Opes Wealth Management LLC | $20.3M | 744,765 | Added |
| 4 | HighTower Advisors, LLC | $17.8M | 654,061 | Trimmed |
| 5 | Sound Stewardship, LLC | $17.4M | 640,437 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $13.3M | 487,438 | Trimmed |
| 7 | MORGAN STANLEY | $12.0M | 439,558 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $11.8M | 434,810 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.2M | 301,002 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 277,770 | Added |
| 11 | Brightwater Advisory LLC | $7.4M | 272,813 | Trimmed |
| 12 | Family Capital Management, Inc. | $6.4M | 234,705 | Added |
| 13 | Mariner, LLC | $5.5M | 200,960 | Added |
| 14 | Leonard Rickey Investment Advisors P.L.L.C. | $4.8M | 175,333 | Trimmed |
| 15 | MML INVESTORS SERVICES, LLC | $4.7M | 171,607 | Added |
| 16 | Clearstead Advisors, LLC | $4.6M | 168,947 | New |
| 17 | Rossby Financial, LCC | $4.6M | 168,076 | New |
| 18 | JONES FINANCIAL COMPANIES LLLP | $3.7M | 139,320 | Added |
| 19 | Mezzasalma Advisors, LLC | $3.7M | 144,099 | Trimmed |
| 20 | Guardian Financial Partners, LLC | $3.7M | 134,485 | Trimmed |
| 21 | Essential Partners LLC | $3.5M | 126,975 | Added |
| 22 | Aspiring Ventures, LLC | $3.2M | 119,290 | Trimmed |
| 23 | UBS Group AG | $3.2M | 116,058 | Added |
| 24 | CVA Family Office, LLC | $3.0M | 110,391 | Trimmed |
| 25 | JAMES INVESTMENT RESEARCH, INC. | $3.0M | 109,943 | Added |
Source: SEC Form 13F filings · as of 2026-03-31