Who Owns SCHWAB STRATEGIC TR (SCHZ)? -- Institutional Holders (2026-03-31)
699 institutions reported holding $4.24B of SCHWAB STRATEGIC TR (SCHZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: JPMORGAN CHASE & CO ($307.6M), Rockbridge Investment Management, LCC ($225.1M), Avantax Planning Partners, Inc. ($179.0M), AMERIPRISE FINANCIAL INC ($150.2M), Charles Schwab Trust Co ($149.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JPMORGAN CHASE & CO | $307.6M | 13.3M | Added |
| 2 | Rockbridge Investment Management, LCC | $225.1M | 9.7M | Added |
| 3 | Avantax Planning Partners, Inc. | $179.0M | 7.7M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $150.2M | 6.5M | Added |
| 5 | Charles Schwab Trust Co | $149.0M | 6.4M | Added |
| 6 | Financial Engines Advisors L.L.C. | $125.7M | 5.4M | Added |
| 7 | CWM, LLC | $111.2M | 4.8M | Added |
| 8 | HighTower Advisors, LLC | $104.3M | 4.5M | Added |
| 9 | Kohmann Bosshard Financial Services, LLC | $77.1M | 3.3M | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $76.5M | 3.3M | Added |
| 11 | GOLDMAN SACHS GROUP INC | $72.7M | 3.1M | Trimmed |
| 12 | RATIONAL ADVISORS, INC. | $71.4M | 3.1M | New |
| 13 | MORGAN STANLEY | $52.8M | 2.3M | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $50.9M | 2.2M | Trimmed |
| 15 | Mariner, LLC | $50.1M | 2.2M | Added |
| 16 | Pioneer Wealth Management Group | $46.4M | 2.0M | Added |
| 17 | McAdam, LLC | $46.2M | 2.0M | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $43.7M | 1.9M | Added |
| 19 | Cerity Partners LLC | $41.6M | 1.8M | Added |
| 20 | Cetera Investment Advisers | $41.1M | 1.8M | Added |
| 21 | Vident Advisory, LLC | $38.0M | 1.6M | Added |
| 22 | DAYMARK WEALTH PARTNERS, LLC | $37.6M | 1.6M | Added |
| 23 | OneDigital Investment Advisors LLC | $37.2M | 1.6M | Trimmed |
| 24 | Phil A. Younker & Associates, Ltd. | $36.5M | 1.6M | Added |
| 25 | Destination Wealth Management | $36.1M | 1.6M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31