30 institutions reported holding $1.09B of SCHWAB STRATEGIC TR (SCCR) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($1.08B), Breakwater Investment Management ($6.2M), CITADEL ADVISORS LLC ($4.9M), ATX Financial Planning, LLC ($1.6M), Camarda Financial Advisors, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.08B | 41.8M | Added |
| 2 | Breakwater Investment Management | $6.2M | 241,006 | Added |
| 3 | CITADEL ADVISORS LLC | $4.9M | 189,216 | Added |
| 4 | ATX Financial Planning, LLC | $1.6M | 61,980 | New |
| 5 | Camarda Financial Advisors, LLC | $1.2M | 47,485 | Added |
| 6 | Compass Financial Group, INC/SD | $733,663 | 28,525 | Added |
| 7 | LPL Financial LLC | $426,026 | 16,564 | Added |
| 8 | Virginia Estate & Retirement Planning Advisors Inc. | $400,967 | 400,967 | New |
| 9 | AIRE ADVISORS, LLC | $301,567 | 11,725 | New |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $270,986 | 10,536 | New |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $260,595 | 10,132 | New |
| 12 | Creative Planning | $229,448 | 8,921 | New |
| 13 | RFG Advisory, LLC | $203,014 | 7,893 | New |
| 14 | Atlantic Union Bankshares Corp | $76,590 | 2,978 | New |
| 15 | FIFTH THIRD BANCORP | $69,495 | 2,702 | New |
| 16 | WELLS FARGO & COMPANY/MN | $60,596 | 2,356 | New |
| 17 | Larson Financial Group LLC | $43,431 | 1,689 | Added |
| 18 | OSAIC HOLDINGS, INC. | $38,141 | 1,483 | New |
| 19 | CWM, LLC | $31,919 | 1,241 | Added |
| 20 | MORGAN STANLEY | $28,421 | 1,105 | Added |
| 21 | Vision Retirement, LLC | $22,891 | 890 | New |
| 22 | AE Wealth Management LLC | $10,288 | 400 | New |
| 23 | ASSETMARK, INC | $4,244 | 165 | Hold |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $129 | 5 | Hold |
| 25 | MAI Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31