Who Owns SCHWAB STRATEGIC TR (STCE)? -- Institutional Holders (2026-06-30)
35 institutions reported holding $9.9M of SCHWAB STRATEGIC TR (STCE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Global Wealth Strategies & Associates ($4.3M), Oasis Advisors, LLC ($2.2M), KINGSWOOD WEALTH ADVISORS, LLC ($1.0M), Wealth Management Nebraska ($468,063), SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ($302,496). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Global Wealth Strategies & Associates | $4.3M | 61,130 | Added |
| 2 | Oasis Advisors, LLC | $2.2M | 31,009 | New |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | $1.0M | 14,296 | Added |
| 4 | Wealth Management Nebraska | $468,063 | 6,691 | Added |
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $302,496 | 4,324 | Trimmed |
| 6 | BREAKTHRU ADVISORY SERVICES, LLC | $291,342 | 4,165 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $282,394 | 4,037 | New |
| 8 | Belvedere Trading LLC | $260,004 | 3,717 | Trimmed |
| 9 | AdvisorNet Financial, Inc | $223,243 | 3,191 | Trimmed |
| 10 | Farther Finance Advisors, LLC | $118,926 | 1,700 | Trimmed |
| 11 | Triumph Capital Management | $68,201 | 975 | Added |
| 12 | Strategic Investment Solutions, Inc. /IL | $66,437 | 950 | Trimmed |
| 13 | Lodestone Wealth Management LLC | $59,771 | 854 | Hold |
| 14 | Bogart Wealth, LLC | $51,693 | 739 | Hold |
| 15 | Spire Wealth Management | $51,413 | 735 | Trimmed |
| 16 | 4Thought Financial Group Inc. | $47,806 | 683 | Trimmed |
| 17 | JFS WEALTH ADVISORS, LLC | $39,382 | 563 | Added |
| 18 | SJS Investment Consulting Inc. | $25,406 | 363 | Trimmed |
| 19 | CoreCap Advisors, LLC | $24,273 | 347 | Trimmed |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24,108 | 350 | Hold |
| 21 | FINANCIAL CONSULATE, INC | $19,936 | 285 | Hold |
| 22 | Crews Bank & Trust | $10,912 | 156 | Hold |
| 23 | GHP Investment Advisors, Inc. | $8,555 | 122 | Hold |
| 24 | Rosenberg Matthew Hamilton | $8,184 | 117 | Hold |
| 25 | HHM Wealth Advisors, LLC | $6,995 | 100 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30