SCHWAB STRATEGIC TR (SCHJ)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
146
Reporting holders
$307.4M
Reported value
0.0%
Held as options
+25
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $38.4M | 1,557,816 | 0.01% | 22q | +303.4%+$28.9M |
| Hamrick Investment Counsel, llc | $18.4M | 746,160 | 12.20% | 3q | HELD |
| HARTLINE INVESTMENT CORP/ | $18.3M | 741,444 | 1.59% | 4q | +15.8%+$2.5M |
| ALLSTATE CORP | $17.8M | 721,760 | 0.18% | new | NEW |
| Cetera Investment Advisers | $11.3M | 456,337 | 0.01% | 11q | +17.4%+$1.7M |
| Columbus Macro, LLC | $10.3M | 418,460 | 1.00% | 11q | +1.6%+$160.2K |
| White Wing Wealth Management | $10.3M | 417,474 | 5.37% | 10q | -10.6%-$1.2M |
| Sightline Wealth Advisors, LLC | $10.3M | 416,772 | 3.76% | 7q | +11.6%+$1.1M |
| LPL Financial LLC | $10.2M | 412,877 | 0.00% | 13q | +635.0%+$8.8M |
| Cape Investment Advisory, Inc. | $8.5M | 346,191 | 2.28% | 3q | +1.7%+$146.6K |
| BANK OF AMERICA CORP /DE/ | $7.5M | 305,331 | 0.00% | 25q | +6.1%+$434.7K |
| Meridian Wealth Management, LLC | $7.4M | 301,188 | 0.23% | 8q | +2.6%+$186.3K |
| MML INVESTORS SERVICES, LLC | $6.7M | 272,850 | 0.01% | new | NEW |
| FF Advisors,LLC | $6.5M | 264,253 | 2.44% | 2q | +89.8%+$3.1M |
| Compass Financial Group, INC/SD | $6.0M | 244,346 | 0.69% | 15q | +13.3%+$705.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.6M | 226,446 | 0.00% | 7q | +81.7%+$2.5M |
| VAN STRUM & TOWNE INC. | $5.4M | 218,661 | 1.47% | 20q | +2.9%+$150.7K |
| Waverly Advisors, LLC | $5.1M | 205,206 | 0.03% | 2q | +8.9%+$413.5K |
| HighTower Advisors, LLC | $4.6M | 186,597 | 0.00% | 12q | -4.5%-$214.7K |
| WELLS FARGO & COMPANY/MN | $4.6M | 186,053 | 0.00% | 2q | +44410.3%+$4.6M |
| JPMORGAN CHASE & CO | $4.1M | 167,948 | 0.00% | 12q | +214.4%+$2.8M |
| Modera Wealth Management, LLC | $4.1M | 165,267 | 0.04% | 13q | -1.2%-$50.7K |
| GOLDMAN SACHS GROUP INC | $4.0M | 162,493 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $3.9M | 156,918 | 0.01% | 6q | -11.6%-$507.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 154,856 | 0.01% | 12q | -3.7%-$146.4K |
| Yanni & Associates Investment Advisors, LLC | $3.6M | 145,694 | 3.32% | 3q | +1.6%+$56.6K |
| White & Co Financial Planning Inc | $3.5M | 141,293 | 2.16% | 7q | +17.2%+$512.3K |
| MFG WEALTH MANAGEMENT, INC. | $3.1M | 124,377 | 2.19% | 4q | +2.9%+$85.4K |
| Summit Financial, LLC | $3.0M | 123,402 | 0.03% | 4q | +7.3%+$206.0K |
| Sanctuary Advisors, LLC | $2.7M | 111,130 | 0.01% | 9q | +36.8%+$737.1K |
| Layline Advisors, LLC | $2.2M | 89,830 | 1.99% | new | FIRST |
| Creative Planning | $2.1M | 84,322 | 0.00% | 19q | +9.2%+$175.2K |
| Foundations Investment Advisors, LLC | $2.1M | 83,507 | 0.02% | 10q | +7.7%+$147.0K |
| MONEYWISE, INC. | $2.0M | 82,313 | 0.76% | 3q | +34.5%+$521.1K |
| Brand Asset Management Group, Inc. | $2.0M | 79,747 | 0.43% | 4q | -4.3%-$87.9K |
| Rosenberg Matthew Hamilton | $1.9M | 78,990 | 0.36% | 16q | HELD |
| Rossby Financial, LCC | $1.9M | 78,377 | 0.35% | 2q | +24.3%+$378.0K |
| First Financial Group Corp | $1.7M | 70,070 | 1.25% | 7q | -4.0%-$72.5K |
| Altiora Financial Group, LLC | $1.7M | 69,420 | 0.27% | 11q | HELD |
| Essex LLC | $1.7M | 69,134 | 0.26% | 15q | -3.4%-$60.1K |
| Mariner, LLC | $1.7M | 68,658 | 0.00% | 16q | -22.7%-$496.1K |
| Valmark Advisers, Inc. | $1.5M | 59,930 | 0.02% | 19q | +5.9%+$82.5K |
| Mutual Advisors, LLC | $1.4M | 56,710 | 0.03% | 13q | +0.7%+$9.1K |
| Monetary Solutions, Ltd | $1.3M | 51,630 | 1.10% | 3q | HELD |
| AMERIPRISE FINANCIAL INC | $1.3M | 51,397 | 0.00% | 15q | -45.7%-$1.1M |
| Cannon Financial Strategists, Inc. | $1.2M | 47,552 | 0.13% | 14q | -13.5%-$182.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.0M | 41,925 | 0.71% | 3q | +54.1%+$363.1K |
| IMA Advisory Services, Inc. | $1.0M | 41,048 | 0.06% | new | NEW |
| Calamos Advisors LLC | $940.5K | 38,140 | 0.00% | 5q | -12.5%-$134.3K |
| Compound Planning, Inc. | $903.0K | 36,619 | 0.02% | 11q | +25.9%+$185.5K |
| CAHILL FINANCIAL ADVISORS INC | $874.3K | 35,453 | 0.08% | 20q | HELD |
| Napier Financial, LLC | $856.7K | 34,740 | 0.18% | 3q | +26.2%+$177.9K |
| Clearwater Capital Advisors, LLC | $850.2K | 34,477 | 0.06% | 11q | +24.0%+$164.7K |
| Cerity Partners LLC | $849.9K | 34,466 | 0.00% | 8q | HELD |
| Seek First Inc. | $841.1K | 34,109 | 0.53% | 6q | +1.1%+$9.3K |
| VILLERE ST DENIS J & CO LLC | $831.3K | 33,711 | 0.10% | new | NEW |
| Farther Finance Advisors, LLC | $783.4K | 31,769 | 0.01% | 15q | -7.0%-$59.4K |
| Corient Private Wealth LP | $761.0K | 30,858 | 0.00% | 3q | +101.8%+$383.8K |
| JANE STREET GROUP, LLC | $659.5K | 26,743 | 0.00% | 3q | -83.4%-$3.3M |
| Sequoia Financial Advisors, LLC | $647.2K | 26,246 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $605.1K | 24,538 | 0.00% | 22q | +17.7%+$90.9K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $592.5K | 24,036 | 0.00% | 14q | HELD |
| Roundview Capital LLC | $583.9K | 23,676 | 0.03% | 18q | HELD |
| EverSource Wealth Advisors, LLC | $559.2K | 22,675 | 0.02% | 4q | HELD |
| RAYMOND JAMES FINANCIAL INC | $553.9K | 22,462 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $536.3K | 21,749 | 0.00% | 17q | +98.2%+$265.7K |
| ROYAL BANK OF CANADA | $535.0K | 21,663 | 0.00% | 26q | +1876.6%+$507.9K |
| MORGAN STANLEY | $530.9K | 21,529 | 0.00% | 24q | +1342.0%+$494.1K |
| Envestnet Portfolio Solutions, Inc. | $530.0K | 21,494 | 0.00% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $517.7K | 20,993 | 0.00% | 5q | +11.1%+$51.9K |
| RCS Financial Planning, LLC | $495.2K | 20,083 | 0.23% | 4q | +4.4%+$20.8K |
| Fortis Group Advisors, LLC | $484.6K | 19,650 | 0.08% | 3q | -6.3%-$32.8K |
| Steele Capital Management, Inc. | $473.8K | 19,214 | 0.02% | 2q | +11.3%+$48.1K |
| Charles Schwab Trust Co | $463.7K | 18,804 | 0.03% | 25q | -8.9%-$45.5K |
| Christensen, King & Associates Investment Services, Inc. | $448.9K | 18,203 | 0.18% | 11q | -5.9%-$28.3K |
| WBH ADVISORY INC | $429.4K | 17,411 | 0.03% | new | NEW |
| CLIENT 1ST ADVISORY GROUP, LLC | $428.6K | 17,380 | 0.11% | 22q | HELD |
| Rockefeller Capital Management L.P. | $405.4K | 16,438 | 0.00% | 3q | -33.7%-$205.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $386.4K | 15,669 | 0.00% | 11q | +7.6%+$27.4K |
| BENNETT SELBY INVESTMENTS LP | $385.1K | 15,618 | 0.12% | 4q | -3.9%-$15.7K |
| CAPTRUST FINANCIAL ADVISORS | $374.6K | 15,190 | 0.00% | 22q | +7.3%+$25.4K |
| Savvy Advisors, Inc. | $357.1K | 14,481 | 0.01% | 4q | +15.5%+$47.9K |
| Concurrent Investment Advisors, LLC | $345.1K | 13,995 | 0.00% | 4q | -13.1%-$51.8K |
| Lodestone Wealth Management LLC | $342.0K | 13,870 | 0.12% | 15q | HELD |
| NorthRock Partners, LLC | $337.7K | 13,695 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $335.0K | 13,583 | 0.00% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $322.4K | 13,075 | 0.01% | new | NEW |
| Team Financial Group, LLC | $315.8K | 12,806 | 0.13% | 2q | +131.7%+$179.5K |
| SouthState Bank Corp | $308.6K | 12,515 | 0.01% | 2q | +48.0%+$100.1K |
| D.B. Root & Company, LLC | $302.2K | 12,255 | 0.06% | 4q | -10.3%-$34.9K |
| Mayflower Financial Advisors, LLC | $295.5K | 11,981 | 0.03% | 8q | HELD |
| World Investment Advisors | $283.8K | 11,505 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $282.9K | 11,472 | 0.01% | 13q | +0.8%+$2.3K |
| Beacon Pointe Advisors, LLC | $265.7K | 10,776 | 0.00% | 5q | HELD |
| Valtinson Bruner Financial Planning LLC | $245.8K | 9,968 | 0.06% | new | NEW |
| AMARA FINANCIAL, LLC. | $233.6K | 9,472 | 0.14% | 2q | +2.8%+$6.4K |
| Northstar Advisory Group, LLC | $230.4K | 9,343 | 0.07% | 3q | HELD |
| OPPENHEIMER & CO INC | $229.9K | 9,321 | 0.00% | new | NEW |
| BURLING WEALTH PARTNERS, LLC | $227.9K | 9,240 | 0.03% | 5q | HELD |
| Brookstone Capital Management | $226.0K | 9,165 | 0.00% | new | NEW |
Showing the largest 100 of 153 reported holders.
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 | 146 | $307.4M | 12,466,193 | 31 | 53 | 26 | 0.0% |
| Q1 2026 | 121 | $217.9M | 8,811,751 | 16 | 50 | 26 | 0.0% |
| Q4 2025 | 119 | $206.9M | 8,310,068 | 18 | 41 | 30 | 0.0% |
| Q3 2025 | 105 | $158.2M | 6,342,581 | 18 | 38 | 17 | 0.0% |
| Q2 2025 | 111 | $149.3M | 6,021,190 | 14 | 30 | 29 | 0.0% |
| Q1 2025 | 109 | $155.0M | 6,287,114 | 19 | 28 | 32 | 0.1% |
| Q4 2024 | 101 | $163.3M | 6,699,992 | 11 | 79 | 3 | 0.0% |
| Q3 2024 | 93 | $144.9M | 3,041,968 | 19 | 30 | 22 | 0.0% |
| Q2 2024 | 83 | $210.4M | 4,357,907 | 6 | 31 | 29 | 0.0% |
| Q1 2024 | 83 | $209.1M | 4,328,456 | 9 | 25 | 30 | 0.0% |
| Q4 2023 | 83 | $210.6M | 4,352,344 | 16 | 27 | 19 | 0.0% |
| Q3 2023 | 72 | $166.6M | 3,547,587 | 14 | 18 | 23 | 0.0% |
| Q2 2023 | 69 | $166.2M | 3,515,274 | 10 | 17 | 25 | 0.0% |
| Q1 2023 | 67 | $162.7M | 3,421,500 | 5 | 15 | 24 | 0.0% |
| Q4 2022 | 79 | $183.0M | 3,902,332 | 17 | 14 | 32 | 0.0% |
| Q3 2022 | 81 | $183.6M | 3,964,625 | 13 | 13 | 36 | 0.0% |
| Q2 2022 | 83 | $214.5M | 4,516,176 | 9 | 19 | 41 | 0.0% |
| Q1 2022 | 89 | $233.7M | 4,813,315 | 10 | 21 | 44 | 0.0% |
| Q4 2021 | 117 | $348.0M | 6,885,839 | 20 | 28 | 49 | 0.0% |
| Q3 2021 | 97 | $351.6M | 6,889,138 | 21 | 24 | 40 | 0.0% |
| Q2 2021 | 79 | $352.2M | 6,881,001 | 9 | 57 | 5 | 0.0% |
| Q1 2021 | 80 | $278.1M | 5,455,224 | 51 | 15 | 4 | 0.0% |
| Q4 2020 | 28 | $44.8M | 872,455 | 12 | 8 | 2 | 0.0% |
| Q3 2020 | 19 | $60.4M | 1,173,275 | 7 | 6 | 3 | 0.0% |
| Q2 2020 | 17 | $97.7M | 1,899,978 | 9 | 5 | 1 | 0.0% |
| Q1 2020 | 10 | $26.6M | 543,314 | 6 | 3 | 1 | 0.0% |
| Q4 2019 | 5 | $14.5M | 290,235 | 5 | 0 | 0 | 0.0% |