Who Owns SCHWAB STRATEGIC TR (SCHF)? -- Institutional Holders (2026-06-30)
1,007 institutions reported holding $7.29B of SCHWAB STRATEGIC TR (SCHF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Miracle Mile Advisors, LLC ($446.1M), Orgel Wealth Management, LLC ($268.5M), McAdam, LLC ($258.1M), Avantax Planning Partners, Inc. ($211.2M), REBALANCE, LLC ($199.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Miracle Mile Advisors, LLC | $446.1M | 16.1M | Added |
| 2 | Orgel Wealth Management, LLC | $268.5M | 9.7M | Added |
| 3 | McAdam, LLC | $258.1M | 9.3M | Added |
| 4 | Avantax Planning Partners, Inc. | $211.2M | 7.6M | Added |
| 5 | REBALANCE, LLC | $199.7M | 7.2M | Added |
| 6 | Steele Capital Management, Inc. | $195.8M | 7.1M | Added |
| 7 | Gemmer Asset Management LLC | $170.6M | 6.2M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $160.6M | 5.8M | Trimmed |
| 9 | BRANDYWINE OAK PRIVATE WEALTH LLC | $158.5M | 5.7M | Trimmed |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $152.6M | 5.5M | Trimmed |
| 11 | JMG Financial Group, Ltd. | $113.2M | 4.1M | Trimmed |
| 12 | Charles Schwab Trust Co | $107.5M | 3.9M | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $106.1M | 3.8M | Added |
| 14 | BENJAMIN EDWARDS INC | $104.7M | 3.8M | Added |
| 15 | CHOREO, LLC | $96.2M | 3.5M | Trimmed |
| 16 | Truepoint, Inc. | $87.8M | 3.2M | Trimmed |
| 17 | Evergreen Advisors, LLC | $68.7M | 2.5M | Added |
| 18 | TruNorth Capital Management, LLC | $66.0M | 2.4M | Added |
| 19 | Riverpoint Wealth Management Holdings, LLC | $64.3M | 2.3M | Trimmed |
| 20 | Matrix Trust Co | $56.0M | 2.0M | Added |
| 21 | FINANCIAL CONSULATE, INC | $53.3M | 1.9M | Added |
| 22 | PITTENGER & ANDERSON INC | $52.2M | 1.9M | Added |
| 23 | Procyon Advisors, LLC | $51.6M | 1.9M | Trimmed |
| 24 | CAPITAL ADVISORS INC/OK | $49.8M | 1.8M | Added |
| 25 | Goelzer Investment Management, Inc. | $47.4M | 1.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30