SCHWAB STRATEGIC TR (SCCR)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
26
Reporting holders
$2.6B
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3B | 50,187,984 | 0.17% | 6q | +20.0%+$214.0M |
| Sixth Street Partners Management Company, L.P. | $1.3B | 50,187,984 | 0.17% | new | NEW |
| Breakwater Investment Management | $8.0M | 311,868 | 2.72% | 5q | +29.4%+$1.8M |
| CITADEL ADVISORS LLC | $3.8M | 148,817 | 0.00% | 4q | -21.4%-$1.0M |
| ATX Financial Planning, LLC | $2.0M | 77,031 | 1.30% | 2q | +24.3%+$385.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 48,194 | 0.00% | 2q | +357.4%+$963.7K |
| LPL Financial LLC | $518.0K | 20,241 | 0.00% | 3q | +22.2%+$94.1K |
| Camarda Financial Advisors, LLC | $475.5K | 18,580 | 0.14% | 5q | -60.9%-$739.7K |
| JANE STREET GROUP, LLC | $441.3K | 17,244 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $340.2K | 13,295 | 0.00% | new | NEW |
| Compass Financial Group, INC/SD | $332.7K | 13,000 | 0.04% | 6q | -54.4%-$397.3K |
| Acorn Wealth Advisors, LLC | $300.9K | 11,757 | 0.07% | new | NEW |
| EP Wealth Advisors, LLC | $173.5K | 6,779 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $85.7K | 3,350 | 0.00% | 2q | -66.9%-$173.6K |
| Larson Financial Group LLC | $82.9K | 3,240 | 0.00% | 6q | +91.8%+$39.7K |
| Aptus Capital Advisors, LLC | $75.2K | 2,939 | 0.00% | new | NEW |
| Atlantic Union Bankshares Corp | $65.5K | 2,558 | 0.00% | 2q | -14.1%-$10.7K |
| WELLS FARGO & COMPANY/MN | $60.3K | 2,356 | 0.00% | 2q | -50.0%-$60.3K |
| OSAIC HOLDINGS, INC. | $44.3K | 1,732 | 0.00% | 2q | +16.8%+$6.4K |
| MORGAN STANLEY | $40.1K | 1,567 | 0.00% | 3q | +41.8%+$11.8K |
| Vision Retirement, LLC | $22.8K | 890 | 0.01% | 2q | HELD |
| Rossby Financial, LCC | $10.6K | 414 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $10.2K | 400 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $2.6K | 100 | 0.00% | new | NEW |
| ASSETMARK, INC | $1.2K | 47 | 0.00% | 4q | -71.5%-$3.0K |
| UBS Group AG | $691 | 27 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | $2.6B | 101,082,394 | 10 | 8 | 7 | 0.0% |
| Q1 2026 | 23 | $1.1B | 42,475,295 | 12 | 8 | 0 | 0.0% |
| Q4 2025 | 15 | $989.6M | 38,282,618 | 6 | 3 | 3 | 0.0% |
| Q3 2025 | 13 | $899.6M | 34,665,255 | 5 | 3 | 1 | 0.0% |
| Q2 2025 | 11 | $262.8M | 10,269,563 | 5 | 5 | 0 | 0.0% |
| Q1 2025 | 7 | $145.0M | 5,665,144 | 7 | 0 | 0 | 0.0% |