Who Owns SCHWAB STRATEGIC TR (SCHC)? -- Institutional Holders (2026-06-30)
283 institutions reported holding $713.8M of SCHWAB STRATEGIC TR (SCHC) in SEC 13F filings for 2026-06-30. Largest institutional holders: McAdam, LLC ($82.4M), MATHER GROUP, LLC. ($53.1M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($45.8M), CHOREO, LLC ($39.2M), St. Louis Trust Co ($37.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | McAdam, LLC | $82.4M | 1.7M | Added |
| 2 | MATHER GROUP, LLC. | $53.1M | 1.1M | Added |
| 3 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $45.8M | 951,415 | Added |
| 4 | CHOREO, LLC | $39.2M | 813,788 | Trimmed |
| 5 | St. Louis Trust Co | $37.0M | 87,162 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $34.7M | 721,412 | Trimmed |
| 7 | Charles Schwab Trust Co | $29.8M | 619,205 | Added |
| 8 | GHP Investment Advisors, Inc. | $23.2M | 481,697 | Added |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | $16.7M | 347,506 | Added |
| 10 | Nicholas Hoffman & Company, LLC. | $14.3M | 296,679 | Added |
| 11 | White & Co Financial Planning Inc | $12.8M | 265,459 | Added |
| 12 | Brooklyn FI, LLC | $12.6M | 260,222 | Added |
| 13 | BlueSky Wealth Advisors, LLC | $9.2M | 191,915 | Added |
| 14 | Fort Vancouver Investment Management, LLC | $8.9M | 185,849 | Trimmed |
| 15 | MISSION WEALTH MANAGEMENT, LP | $8.3M | 173,459 | Added |
| 16 | Courage Miller Partners, LLC | $8.1M | 168,438 | Trimmed |
| 17 | Procyon Advisors, LLC | $7.5M | 156,738 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.3M | 171,272 | Trimmed |
| 19 | Systelligence, LLC | $7.3M | 150,934 | New |
| 20 | WEST PACES ADVISORS INC. | $7.1M | 148,122 | Trimmed |
| 21 | Wedmont Private Capital | $7.1M | 146,761 | Trimmed |
| 22 | Arnold Financial Planning LLC | $6.7M | 138,331 | Added |
| 23 | Beaird Harris Wealth Management, LLC | $6.4M | 133,480 | Trimmed |
| 24 | Brucke Financial, Inc. | $5.7M | 118,713 | Added |
| 25 | Robinswood Financial LLC | $5.6M | 116,721 | Added |
Source: SEC Form 13F filings · as of 2026-06-30