Who Owns CHWAB STRATEGIC TR (SCHP)? -- Institutional Holders (2026-06-30)

840 institutions reported holding $10.70B of CHWAB STRATEGIC TR (SCHP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Empower Advisory Group, LLC ($1.50B), Wealthfront Advisers LLC ($935.3M), JPMORGAN CHASE & CO ($741.5M), Municipal Employees' Retirement System of Michigan ($429.0M), SEI INVESTMENTS CO ($362.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Empower Advisory Group, LLC$1.50B56.7MAdded
2Wealthfront Advisers LLC$935.3M35.3MAdded
3JPMORGAN CHASE & CO$741.5M27.9MAdded
4Municipal Employees' Retirement System of Michigan$429.0M16.2MHold
5SEI INVESTMENTS CO$362.2M13.7MAdded
6MAI Capital Management$305.8M11.5MAdded
7Cerity Partners LLC$280.4M10.6MAdded
8LINCOLN NATIONAL CORP$250.1M9.4MAdded
9ALLIANCEBERNSTEIN L.P.$247.1M9.3MTrimmed
10Voya Investment Management LLC$233.2M8.8MAdded
11NEPC LLC$220.5M8.3MAdded
12CENTRAL TRUST Co$216.0M8.2MAdded
13Quadratic Capital Management LLC$213.4M8.1MTrimmed
14Alesco Advisors LLC$171.4M6.5MAdded
15ENVESTNET ASSET MANAGEMENT INC$166.8M6.3MAdded
16Cerity Partners OCIO LLC$149.0M5.6MTrimmed
17UBS Group AG$140.8M5.3MTrimmed
18MORGAN STANLEY$134.3M5.1MAdded
19Elm Partners Management LLC$126.9M4.8MTrimmed
20US BANCORP \DE\$98.4M3.7MTrimmed
21Beacon Pointe Advisors, LLC$96.8M3.7MTrimmed
22BANK OF AMERICA CORP /DE/$95.4M3.6MTrimmed
23ARMSTRONG ADVISORY GROUP, INC$93.5M3.5MAdded
24AMERIPRISE FINANCIAL INC$90.7M3.4MAdded
25ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$78.5M3.0MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30