8 institutions reported holding $4.7M of SCHWAB STRATEGIC TR (SAEF) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($4.2M), FLOW TRADERS U.S. LLC ($362,000), Wealth Enhancement Trust Services, Inc. ($58,055), WFA of San Diego, LLC ($52,610), MORGAN STANLEY ($8,473). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 151,382 | Trimmed |
| 2 | FLOW TRADERS U.S. LLC | $362,000 | 13,153 | Added |
| 3 | Wealth Enhancement Trust Services, Inc. | $58,055 | 2,111 | Trimmed |
| 4 | WFA of San Diego, LLC | $52,610 | 1,913 | Hold |
| 5 | MORGAN STANLEY | $8,473 | 308 | Added |
| 6 | Sankala Group LLC | $4,638 | 171 | Hold |
| 7 | FMR LLC | $28 | 1 | New |
| 8 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31