Who Owns SCHWAB STRATEGIC (SCHC)? -- Institutional Holders (2026-03-31)
528 institutions reported holding $1.97B of SCHWAB STRATEGIC (SCHC) in SEC 13F filings for 2026-03-31. Largest institutional holders: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC ($202.6M), Creative Planning ($137.4M), Savant Capital, LLC ($93.9M), BlackRock, Inc. ($85.8M), McAdam, LLC ($76.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $202.6M | 4.3M | New |
| 2 | Creative Planning | $137.4M | 2.9M | Added |
| 3 | Savant Capital, LLC | $93.9M | 2.0M | Trimmed |
| 4 | BlackRock, Inc. | $85.8M | 1.8M | Added |
| 5 | McAdam, LLC | $76.9M | 1.6M | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $72.8M | 1.6M | Added |
| 7 | PNC Financial Services Group, Inc. | $58.7M | 1.3M | Trimmed |
| 8 | STATE STREET CORP | $54.2M | 1.2M | Trimmed |
| 9 | MATHER GROUP, LLC. | $51.4M | 1.1M | Trimmed |
| 10 | Focus Partners Wealth | $47.9M | 1.0M | Trimmed |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $40.1M | 857,100 | Added |
| 12 | CHOREO, LLC | $38.2M | 817,753 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $35.5M | 758,997 | Added |
| 14 | Corient Private Wealth LLC | $29.6M | 635,383 | Trimmed |
| 15 | Johnson Financial Group, LLC | $28.2M | 604,360 | Trimmed |
| 16 | Pure Financial Advisors, LLC | $28.2M | 604,213 | Trimmed |
| 17 | GHP Investment Advisors, Inc. | $22.3M | 477,758 | Trimmed |
| 18 | Charles Schwab Trust Co | $20.5M | 438,325 | Added |
| 19 | Vise Technologies, Inc. | $19.6M | 431,323 | Hold |
| 20 | UBS Group AG | $18.8M | 402,554 | Added |
| 21 | CAPTRUST FINANCIAL ADVISORS | $18.7M | 399,782 | Trimmed |
| 22 | MORGAN STANLEY | $17.3M | 369,227 | Trimmed |
| 23 | Tortoise Investment Management, LLC | $16.9M | 360,627 | Added |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $15.4M | 314,544 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $15.1M | 322,703 | Added |
Source: SEC Form 13F filings · as of 2026-03-31