Who Owns SCHWAB STRATEGIC TR (SCHH)? -- Institutional Holders (2026-03-31)
605 institutions reported holding $4.97B of SCHWAB STRATEGIC TR (SCHH) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.29B), US BANCORP \DE\ ($723.7M), FMR LLC ($540.2M), Creative Planning ($437.5M), TWO SIGMA INVESTMENTS, LP ($258.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Engines Advisors L.L.C. | $1.29B | 59.9M | Trimmed |
| 2 | US BANCORP \DE\ | $723.7M | 33.7M | Added |
| 3 | FMR LLC | $540.2M | 25.1M | Added |
| 4 | Creative Planning | $437.5M | 20.4M | Trimmed |
| 5 | TWO SIGMA INVESTMENTS, LP | $258.4M | 12.0M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $237.4M | 11.0M | Added |
| 7 | DUMAC, INC. | $170.4M | 7.9M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $162.7M | 7.6M | Trimmed |
| 9 | Cerity Partners LLC | $57.2M | 2.7M | Added |
| 10 | BENJAMIN EDWARDS INC | $45.1M | 2.1M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $43.6M | 2.0M | Added |
| 12 | MASON STREET ADVISORS, LLC | $35.4M | 1.6M | Trimmed |
| 13 | Charles Schwab Trust Co | $32.2M | 1.5M | Added |
| 14 | RATIONAL ADVISORS, INC. | $26.2M | 1.2M | Trimmed |
| 15 | BlackRock, Inc. | $25.2M | 1.2M | Trimmed |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | $22.9M | 1.1M | Added |
| 17 | M&T Bank Corp | $22.5M | 1.0M | Hold |
| 18 | Elm Partners Management LLC | $21.4M | 1.0M | Added |
| 19 | FOSTER & MOTLEY INC | $21.3M | 990,058 | Added |
| 20 | HANTZ FINANCIAL SERVICES, INC. | $19.9M | 927,321 | Added |
| 21 | Pioneer Wealth Management Group | $17.5M | 815,731 | Added |
| 22 | ZynergyRetirementPlanningLLC | $17.3M | 806,322 | Added |
| 23 | Betterment LLC | $17.1M | 795,744 | Added |
| 24 | Waverly Advisors, LLC | $16.0M | 746,140 | Added |
| 25 | MANNING & NAPIER ADVISORS LLC | $15.2M | 709,478 | Added |
Source: SEC Form 13F filings · as of 2026-03-31