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

Name: SCHWAB STRATEGIC TR (SCHO) Institutional Holders (2026-03-31)
Creator: ko.io

743 institutions reported holding $7.76B of SCHWAB STRATEGIC TR (SCHO) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.69B), JPMORGAN CHASE & CO ($593.4M), SEI INVESTMENTS CO ($406.3M), AMERIPRISE FINANCIAL INC ($363.2M), ENVESTNET ASSET MANAGEMENT INC ($186.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$2.69B	110.7M	Trimmed
2	JPMORGAN CHASE & CO	$593.4M	24.5M	Added
3	SEI INVESTMENTS CO	$406.3M	16.7M	Trimmed
4	AMERIPRISE FINANCIAL INC	$363.2M	15.4M	Trimmed
5	ENVESTNET ASSET MANAGEMENT INC	$186.2M	7.7M	Added
6	STIFEL FINANCIAL CORP	$154.3M	6.4M	Added
7	PNC Financial Services Group, Inc.	$99.6M	4.1M	Added
8	Moisand Fitzgerald Tamayo, LLC	$95.2M	3.9M	Added
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$82.5M	3.4M	Added
10	STATE STREET CORP	$75.2M	3.1M	Hold
11	Wealthfront Advisers LLC	$72.3M	3.0M	Trimmed
12	MCF Advisors LLC	$66.9M	2.8M	Added
13	Bangor Savings Bank	$62.5M	2.6M	Added
14	LPL Financial LLC	$56.4M	2.3M	Added
15	WELLS FARGO & COMPANY/MN	$55.9M	2.3M	Added
16	FIDUCIARY FINANCIAL GROUP, LLC	$52.8M	2.2M	Added
17	LVW Advisors, LLC	$51.3M	2.1M	Added
18	Merit Financial Group, LLC	$49.9M	2.1M	Added
19	TruNorth Capital Management, LLC	$47.7M	2.0M	Added
20	MORGAN STANLEY	$45.8M	1.9M	Added
21	Midwest Trust Co	$44.8M	1.8M	Added
22	UBS Group AG	$44.2M	1.8M	Added
23	FLC Capital Advisors	$41.7M	1.7M	Added
24	Cerity Partners LLC	$41.1M	1.7M	Trimmed
25	High Probability Advisors, LLC	$40.8M	1.7M	Added

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