Who Owns SCHWAB STRATEGIC TR INTRM TRM (SCHR)? -- Institutional Holders (2026-06-30)

280 institutions reported holding $1.71B of SCHWAB STRATEGIC TR INTRM TRM (SCHR) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($233.5M), EXCHANGE TRADED CONCEPTS, LLC ($119.9M), Cornerstone Wealth Advisors, Inc. ($101.6M), Moisand Fitzgerald Tamayo, LLC ($100.5M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($74.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$233.5M9.5MAdded
2EXCHANGE TRADED CONCEPTS, LLC$119.9M4.9MAdded
3Cornerstone Wealth Advisors, Inc.$101.6M4.1MAdded
4Moisand Fitzgerald Tamayo, LLC$100.5M4.1MAdded
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$74.7M3.0MAdded
6Crane Advisory, LLC$69.8M2.8MAdded
7Resonant Capital Advisors, LLC$66.6M2.7MTrimmed
8Avidian Wealth Enterprises, LLC$60.4M2.5MAdded
9FLC Capital Advisors$44.1M1.8MAdded
10DAVENPORT & Co LLC$40.4M1.6MAdded
11High Probability Advisors, LLC$38.8M1.6MAdded
12Beacon Wealthcare LLC$35.5M1.4MAdded
13Hapanowicz & Associates Financial Services, Inc$34.5M1.4MTrimmed
14WestHill Financial Advisors, Inc.$31.8M1.3MAdded
15First National Trust Co$30.4M1.2MTrimmed
16Galvin, Gaustad & Stein, LLC$27.5M1.1MAdded
17Morton Brown Family Wealth, LLC$18.8M762,960Added
18SWS Partners$18.2M736,384Added
19Cambridge Investment Research Advisors, Inc.$17.0M688,720Added
20Kathmere Capital Management, LLC$16.0M647,199Added
21Walker Financial Services, Inc.$14.7M597,458Added
22WorthPointe, LLC$14.0M569,571Added
23Kelly Financial Services LLC$13.0M527,022Added
24Fiduciary Alliance LLC$12.6M510,479Added
25COMMONWEALTH EQUITY SERVICES, LLC$12.5M506,242Trimmed

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