Who Owns SCHWAB STRATEGIC TR (SCHY)? -- Institutional Holders (2026-03-31)
205 institutions reported holding $477.2M of SCHWAB STRATEGIC TR (SCHY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cresset Asset Management, LLC ($112.0M), HAMEL ASSOCIATES, INC. ($26.0M), Summit Asset Management, LLC ($19.3M), OSAIC HOLDINGS, INC. ($18.4M), JANE STREET GROUP, LLC ($15.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cresset Asset Management, LLC | $112.0M | 3.5M | Trimmed |
| 2 | HAMEL ASSOCIATES, INC. | $26.0M | 820,968 | Added |
| 3 | Summit Asset Management, LLC | $19.3M | 608,034 | Added |
| 4 | OSAIC HOLDINGS, INC. | $18.4M | 581,839 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $15.5M | 489,154 | Trimmed |
| 6 | LPL Financial LLC | $14.8M | 466,610 | Added |
| 7 | HighTower Advisors, LLC | $13.9M | 438,488 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $13.2M | 416,216 | Added |
| 9 | Modern Wealth Management, LLC | $10.6M | 335,129 | Added |
| 10 | IRON Financial LLC | $9.8M | 310,328 | Added |
| 11 | WOODMONT INVESTMENT COUNSEL LLC | $9.2M | 290,541 | New |
| 12 | Charles Schwab Trust Co | $9.0M | 284,266 | Trimmed |
| 13 | Elequin Capital, LP | $7.9M | 292,658 | New |
| 14 | LongView Wealth Management | $6.6M | 199,378 | Added |
| 15 | Robertson Stephens Wealth Management, LLC | $6.3M | 200,124 | Added |
| 16 | STIFEL FINANCIAL CORP | $5.7M | 179,729 | Added |
| 17 | MAGNOLIA CAPITAL ADVISORS LLC | $5.6M | 177,126 | Trimmed |
| 18 | Fiduciary Alliance LLC | $5.5M | 167,891 | Added |
| 19 | LeConte Wealth Management, LLC | $5.4M | 171,835 | Trimmed |
| 20 | OMC Financial Services LTD | $5.3M | 166,350 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 163,564 | Added |
| 22 | Mutual Advisors, LLC | $4.8M | 152,155 | Added |
| 23 | Waverly Advisors, LLC | $4.7M | 148,830 | Added |
| 24 | Red Mountain Financial, LLC | $4.5M | 141,892 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.4M | 139,827 | Added |
Source: SEC Form 13F filings · as of 2026-03-31