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

1,698 institutions reported holding $26.34B of SCHWAB STRATEGIC TR (SCHG) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.88B), SEI INVESTMENTS CO ($1.39B), MATHER GROUP, LLC. ($1.27B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($1.27B), LPL Financial LLC ($1.09B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$1.88B64.5MAdded
2SEI INVESTMENTS CO$1.39B47.6MAdded
3MATHER GROUP, LLC.$1.27B43.5MAdded
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.27B43.5MAdded
5LPL Financial LLC$1.09B37.3MAdded
6Financial Engines Advisors L.L.C.$993.5M34.1MAdded
7Mariner, LLC$575.7M19.8MTrimmed
8OSAIC HOLDINGS, INC.$530.1M18.2MTrimmed
9Cetera Investment Advisers$523.0M18.0MAdded
10VANTAGEPOINT INVESTMENT ADVISERS LLC$497.2M17.1MHold
11AMERIPRISE FINANCIAL INC$478.6M16.4MTrimmed
12RAYMOND JAMES FINANCIAL INC$461.0M15.8MAdded
13Avantax Planning Partners, Inc.$437.9M15.0MAdded
14Focus Partners Wealth$354.0M12.1MAdded
15Fund Evaluation Group, LLC$311.1M10.7MAdded
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$295.6M10.1MTrimmed
17BANK OF AMERICA CORP /DE/$291.5M10.0MAdded
18MORGAN STANLEY$271.0M9.3MAdded
19MML INVESTORS SERVICES, LLC$264.2M9.1MTrimmed
20HighTower Advisors, LLC$251.2M8.6MAdded
21WELLS FARGO & COMPANY/MN$251.0M8.6MAdded
22JPMORGAN CHASE & CO$222.1M7.9MTrimmed
23OneDigital Investment Advisors LLC$218.0M7.5MAdded
24McAdam, LLC$215.9M7.4MAdded
25CWM, LLC$209.9M7.2MTrimmed

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