Who Owns SCHWAB STRATEGIC TR (SCHX)? -- Institutional Holders (2026-03-31)
1,605 institutions reported holding $28.01B of SCHWAB STRATEGIC TR (SCHX) in SEC 13F filings for 2026-03-31. Largest institutional holders: US BANCORP \DE\ ($3.72B), Creative Planning ($2.11B), HBK Sorce Advisory LLC ($1.01B), MONETA GROUP INVESTMENT ADVISORS LLC ($958.1M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($892.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | US BANCORP \DE\ | $3.72B | 145.1M | Trimmed |
| 2 | Creative Planning | $2.11B | 82.3M | Trimmed |
| 3 | HBK Sorce Advisory LLC | $1.01B | 34.9M | Added |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | $958.1M | 37.4M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $892.5M | 34.8M | Added |
| 6 | SEI INVESTMENTS CO | $834.0M | 32.5M | Added |
| 7 | Betterment LLC | $733.3M | 28.6M | Added |
| 8 | SAGE FINANCIAL GROUP INC | $592.5M | 23.1M | Trimmed |
| 9 | CAPTRUST FINANCIAL ADVISORS | $517.5M | 20.2M | Added |
| 10 | Cerity Partners LLC | $491.9M | 19.2M | Added |
| 11 | Diversified Enterprises, LLC | $466.3M | 18.2M | Added |
| 12 | HighTower Advisors, LLC | $359.1M | 14.0M | Trimmed |
| 13 | JANUS HENDERSON GROUP PLC | $316.1M | 12.3M | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $284.7M | 11.0M | Trimmed |
| 15 | Koss-Olinger Consulting, LLC | $269.0M | 10.5M | Added |
| 16 | Mariner, LLC | $266.2M | 10.4M | Added |
| 17 | Norinchukin Bank, The | $261.0M | 10.2M | Hold |
| 18 | McAdam, LLC | $260.7M | 10.2M | Added |
| 19 | BANK OF AMERICA CORP /DE/ | $258.4M | 10.1M | Added |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $254.6M | 9.9M | Trimmed |
| 21 | UBS Group AG | $244.8M | 9.5M | Added |
| 22 | Fund Evaluation Group, LLC | $237.8M | 9.3M | Trimmed |
| 23 | Prime Capital Investment Advisors, LLC | $228.2M | 8.9M | Trimmed |
| 24 | MORGAN STANLEY | $220.7M | 8.6M | Added |
| 25 | JMG Financial Group, Ltd. | $213.7M | 8.3M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31