HolderBook

SCHWAB STRATEGIC TR (SCUS)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

28
Reporting holders
$20.7M
Reported value
0.0%
Held as options
+4
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

FilerValueShares Their book Held Change
CITADEL ADVISORS LLC$6.9M272,9010.00%3q+316.7%+$5.2M
Integrity Advisory Solutions, LLC$2.3M89,5670.23%2q+28.7%+$502.2K
Savvy Advisors, Inc.$1.4M57,5810.03%4q+153.9%+$878.7K
Concurrent Investment Advisors, LLC$1.3M50,9190.01%4q-27.7%-$491.3K
Kaizen Financial Strategies$1.1M42,8740.35%2q-45.8%-$909.8K
JANE STREET GROUP, LLC$1.1M42,1150.00%8q+92.9%+$510.7K
Mariner, LLC$833.2K33,0970.00%2q+20.0%+$139.1K
WealthPlan Investment Management, LLC$806.2K32,0220.04%2q+26.8%+$170.2K
Waverly Advisors, LLC$666.9K26,4900.00%3q+0.5%+$3.4K
Hummer Financial Advisory Services Inc$624.3K24,8000.41%8qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$597.5K23,7330.00%newNEW
Coastwise Capital Group, LLC$523.9K20,8100.30%7qHELD
JAMES INVESTMENT RESEARCH, INC.$410.2K16,2940.04%3q+21.4%+$72.4K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$402.9K16,0380.00%7q-3.0%-$12.6K
Mainstream Capital Management LLC$363.6K14,4410.22%7q-25.9%-$126.9K
Sculati Wealth Management, LLC$321.7K12,7900.11%8q-7.9%-$27.7K
AUCTUS ADVISORS LLC$300.3K11,9280.25%newNEW
EQUITABLE TRUST CO$251.8K10,0000.01%newNEW
Focus Partners Wealth$251.6K9,9940.00%newNEW
Mann Financial Group, Inc.$226.6K9,0000.19%newNEW
TD Waterhouse Canada Inc.$59.9K2,3850.00%7qHELD
Cambridge Investment Research Advisors, Inc.$52.2K2,074,4400.06%2q+69.7%+$21.4K
Golden State Wealth Management, LLC$52.0K2,0640.00%6qHELD
Costello Asset Management, INC$17.5K6950.01%6qHELD
Vermillion Wealth Management, Inc.$12.5K4970.00%4qHELD
Princeton Global Asset Management LLC$5.2K2070.00%newNEW
WOLFF WIESE MAGANA LLC$2.5K1010.00%2q+1.0%
MERCER GLOBAL ADVISORS INC /ADV$2.3K900.00%newNEW
HRT FINANCIAL LP$34513,7220.00%newNEW
WELLS FARGO & COMPANY/MN$2410.00%5q-50.0%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202628$20.7M823,4347960.0%
Q1 202624$15.5M615,8497630.0%
Q4 202520$10.7M423,3354260.0%
Q3 202518$7.1M281,8077150.0%
Q2 202515$9.3M367,6493450.0%
Q1 202515$21.7M863,2255620.0%
Q4 202415$17.7M703,6449500.0%
Q3 20247$8.2M325,3687000.0%