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

1,634 institutions reported holding $35.36B of SCHWAB STRATEGIC TR (SCHF) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($7.48B), Empower Advisory Group, LLC ($4.60B), Financial Engines Advisors L.L.C. ($3.78B), Wealthfront Advisers LLC ($2.88B), Creative Planning ($1.17B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.48B302.3MAdded
2Empower Advisory Group, LLC$4.60B185.7MAdded
3Financial Engines Advisors L.L.C.$3.78B152.6MTrimmed
4Wealthfront Advisers LLC$2.88B116.3MAdded
5Creative Planning$1.17B47.1MAdded
6Betterment LLC$524.9M21.2MTrimmed
7HighTower Advisors, LLC$524.5M21.2MAdded
8Corient Private Wealth LLC$473.7M19.1MTrimmed
9Miracle Mile Advisors, LLC$383.8M15.5MAdded
10US BANCORP \DE\$312.4M12.6MTrimmed
11SCS Capital Management LLC$309.1M12.5MTrimmed
12Wealthspire Advisors, LLC$302.2M12.2MAdded
13MORGAN STANLEY$301.3M12.2MTrimmed
14Mariner, LLC$247.2M10.0MAdded
15Orgel Wealth Management, LLC$232.9M9.4MAdded
16MERCER GLOBAL ADVISORS INC /ADV$220.3M8.9MTrimmed
17McAdam, LLC$208.1M8.4MAdded
18JONES FINANCIAL COMPANIES LLLP$201.0M8.3MAdded
19BANK OF AMERICA CORP /DE/$185.1M7.5MAdded
20Avantax Planning Partners, Inc.$181.1M7.3MAdded
21Cresset Asset Management, LLC$173.4M7.0MAdded
22Steele Capital Management, Inc.$171.1M6.9MAdded
23REBALANCE, LLC$170.9M6.9MAdded
24Cerity Partners LLC$170.7M6.9MAdded
25ENVESTNET ASSET MANAGEMENT INC$162.7M6.6MAdded

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