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

890 institutions reported holding $5.04B of SCHWAB STRATEGIC TR (SCHE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Creative Planning ($716.9M), Financial Engines Advisors L.L.C. ($512.1M), HighTower Advisors, LLC ($312.2M), Rakuten Investment Management, Inc. ($149.2M), US BANCORP \DE\ ($120.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Creative Planning$716.9M21.8MAdded
2Financial Engines Advisors L.L.C.$512.1M15.5MTrimmed
3HighTower Advisors, LLC$312.2M9.5MTrimmed
4Rakuten Investment Management, Inc.$149.2M4.5MAdded
5US BANCORP \DE\$120.1M3.6MTrimmed
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$111.1M3.4MTrimmed
7MORGAN STANLEY$80.2M2.4MAdded
8REBALANCE, LLC$72.0M2.2MAdded
9Orgel Wealth Management, LLC$69.5M2.1MAdded
10MATHER GROUP, LLC.$68.6M2.1MTrimmed
11JONES FINANCIAL COMPANIES LLLP$68.1M2.1MAdded
12MONETA GROUP INVESTMENT ADVISORS LLC$63.1M1.9MAdded
13Sanctuary Advisors, LLC$62.9M1.9MAdded
14Krilogy Financial LLC$60.3M1.7MAdded
15JPMORGAN CHASE & CO$54.9M1.7MTrimmed
16FMR LLC$51.6M1.6MTrimmed
17Mountain Capital Investment Advisors Inc.$51.1M1.4MAdded
18Mariner, LLC$50.3M1.5MAdded
19ENVESTNET ASSET MANAGEMENT INC$50.2M1.5MAdded
20Corient Private Wealth LLC$49.2M1.5MTrimmed
21WELLS FARGO & COMPANY/MN$48.8M1.5MAdded
22Heartwood Wealth Advisors LLC$48.5M1.5MTrimmed
23MERCER GLOBAL ADVISORS INC /ADV$47.7M1.4MTrimmed
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$42.3M1.3MTrimmed
25Wealthspire Advisors, LLC$41.4M1.3MAdded

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