Who Owns SCHWAB STRATEGIC TR (SCHA)? -- Institutional Holders (2026-03-31)

Name: SCHWAB STRATEGIC TR (SCHA) Institutional Holders (2026-03-31)
Creator: ko.io

1,292 institutions reported holding $7.19B of SCHWAB STRATEGIC TR (SCHA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Empower Advisory Group, LLC ($1.07B), SEI INVESTMENTS CO ($428.5M), BANK OF AMERICA CORP /DE/ ($424.2M), Creative Planning ($174.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($168.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Empower Advisory Group, LLC	$1.07B	36.9M	Added
2	SEI INVESTMENTS CO	$428.5M	14.7M	Trimmed
3	BANK OF AMERICA CORP /DE/	$424.2M	14.6M	Trimmed
4	Creative Planning	$174.3M	6.0M	Trimmed
5	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$168.8M	5.8M	Added
6	UBS Group AG	$149.2M	5.1M	Added
7	Financial Engines Advisors L.L.C.	$133.3M	4.6M	Trimmed
8	Advisory Alpha, LLC	$112.9M	3.9M	Trimmed
9	Cerity Partners LLC	$112.0M	3.8M	Added
10	Mariner, LLC	$98.5M	3.4M	Added
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$79.4M	2.7M	Trimmed
12	LPL Financial LLC	$78.4M	2.7M	Added
13	Steele Capital Management, Inc.	$65.8M	2.3M	Trimmed
14	VANTAGEPOINT INVESTMENT ADVISERS LLC	$59.0M	2.0M	Trimmed
15	MONETA GROUP INVESTMENT ADVISORS LLC	$58.9M	2.0M	Added
16	MERCER GLOBAL ADVISORS INC /ADV	$58.4M	2.0M	Trimmed
17	OSAIC HOLDINGS, INC.	$53.5M	1.8M	Added
18	Betterment LLC	$53.5M	1.8M	Added
19	JONES FINANCIAL COMPANIES LLLP	$53.4M	1.9M	Added
20	HighTower Advisors, LLC	$51.8M	1.8M	Trimmed
21	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$51.5M	1.8M	Added
22	SIMS INVESTMENT MANAGEMENT, LLC	$50.4M	1.7M	Trimmed
23	RMG Wealth Management LLC	$50.2M	1.5M	Trimmed
24	ENVESTNET ASSET MANAGEMENT INC	$48.0M	1.7M	Added
25	93 Financial Group, LLC	$46.8M	1.6M	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31