# SCHWAB STRATEGIC TR (SAEF)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SAEF/

- Reporting holders: 7
- Reported value: $3.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $2.2M | 69,921 | 0.0% | 17 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $450.7K | 14,064 | 0.0% | 1 |
| [FLOW TRADERS U.S. LLC](https://holderbook.com/funds/1466697-flow-traders-u-s-llc/) | $423.0K | 13,205 | 0.0% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $170.0K | 5,304 | 0.0% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $169.8K | 5,829 | 0.0% | 3 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $4.2K | 131 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $35 | 1 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $3.4M |
| Q1 2026 | 7 | $4.7M |
| Q4 2025 | 7 | $8.5M |
| Q3 2025 | 5 | $7.9M |
| Q2 2025 | 7 | $7.5M |
| Q1 2025 | 5 | $6.9M |
| Q4 2024 | 4 | $7.7M |
| Q3 2024 | 6 | $7.5M |
| Q2 2024 | 8 | $7.4M |
| Q1 2024 | 5 | $7.3M |
| Q4 2023 | 5 | $6.2M |
| Q3 2023 | 5 | $3.7M |