140 institutions reported holding $482.9M of SCHWAB STRATEGIC TR (SCHQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($125.4M), LPL Financial LLC ($42.8M), Mirae Asset Global Investments Co., Ltd. ($30.7M), MML INVESTORS SERVICES, LLC ($30.7M), Tidal Investments LLC ($21.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $125.4M | 4.0M | Trimmed |
| 2 | LPL Financial LLC | $42.8M | 1.4M | Trimmed |
| 3 | Mirae Asset Global Investments Co., Ltd. | $30.7M | 977,627 | Trimmed |
| 4 | MML INVESTORS SERVICES, LLC | $30.7M | 976,422 | Trimmed |
| 5 | Tidal Investments LLC | $21.2M | 676,157 | Added |
| 6 | Carolina Wealth Advisors, LLC | $17.7M | 564,266 | Trimmed |
| 7 | SFMG, LLC | $17.0M | 540,812 | Added |
| 8 | Werba Rubin Papier Wealth Management | $15.0M | 478,692 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $14.7M | 469,286 | Added |
| 10 | JPMORGAN CHASE & CO | $13.2M | 419,782 | Trimmed |
| 11 | Cetera Investment Advisers | $11.7M | 372,644 | Trimmed |
| 12 | L2 Asset Management, LLC | $10.2M | 324,933 | Added |
| 13 | MORGAN STANLEY | $9.8M | 312,529 | Trimmed |
| 14 | Bank of New York Mellon Corp | $9.0M | 285,707 | Added |
| 15 | PARK AVENUE SECURITIES LLC | $7.8M | 249,508 | Trimmed |
| 16 | Summit Financial, LLC | $5.9M | 189,078 | Added |
| 17 | Beacon Bridge Wealth Partners, LLC | $5.6M | 176,856 | Added |
| 18 | Centric Wealth Management | $5.1M | 164,686 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $5.1M | 160,810 | Added |
| 20 | Royal Bank of Canada | $4.7M | 150,316 | Trimmed |
| 21 | Attessa Capital LLC | $3.9M | 123,516 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $3.7M | 118,727 | Trimmed |
| 23 | Professional Financial Management, Inc. | $3.2M | 102,093 | Added |
| 24 | WBH ADVISORY INC | $3.0M | 95,285 | Trimmed |
| 25 | WT Wealth Management | $2.9M | 91,052 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31