HolderBook

SCHWAB STRATEGIC TR (STCE)

Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.

71
Reporting holders
$39.7M
Reported value
2.0%
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

FilerValueShares Their book Held Change
GTS SECURITIES LLC$7.9M112,2250.17%newNEW
MML INVESTORS SERVICES, LLC$4.6M65,5220.01%3q+416.4%+$3.7M
Global Wealth Strategies & Associates$4.3M61,1300.81%6q+3.6%+$148.8K
Financial Engines Advisors L.L.C.$3.8M53,6180.01%14q-16.4%-$734.3K
JANE STREET GROUP, LLC$3.6M51,5550.00%3q+410.8%+$2.9M
Quattro Advisors LLC$2.4M33,6511.57%3q+3.7%+$84.3K
Oasis Advisors, LLC$2.2M31,0091.41%newNEW
D. E. Shaw & Co., Inc.$1.7M24,8930.00%4q-1.0%-$18.3K
Quadrature Capital Ltd$1.0M14,5870.01%newNEW
KINGSWOOD WEALTH ADVISORS, LLC$1.0M14,2960.04%2q+20.8%+$172.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$897.8K12,8350.00%4q-41.4%-$634.2K
Orion Porfolio Solutions, LLC$791.1K11,3090.01%2q+3.1%+$23.7K
Advyzon Investment Management, LLC$747.8K10,6900.05%3q+13.1%+$86.8K
CITADEL ADVISORS LLC$573.6Koptions only0.00%4qOPTIONS
OneAscent Financial Services LLC$469.4K6,7100.02%2q+36.4%+$125.3K
Wealth Management Nebraska$468.1K6,6910.04%5q+12.0%+$50.0K
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$302.5K4,3240.01%5q-44.6%-$243.8K
BREAKTHRU ADVISORY SERVICES, LLC$291.3K4,1650.98%3q-42.0%-$211.2K
ENVESTNET ASSET MANAGEMENT INC$282.4K4,0370.00%newNEW
MCF Advisors LLC$265.5K3,7950.01%2qHELD
Belvedere Trading LLC$260.0K6170.00%5q-87.2%-$1.8M
Creative Planning$253.1K3,6180.00%newNEW
HighTower Advisors, LLC$245.8K3,5140.00%newNEW
AdvisorNet Financial, Inc$223.2K3,1910.01%6q-22.1%-$63.2K
OSAIC HOLDINGS, INC.$178.0K2,5440.00%3q+29.9%+$40.9K
Farther Finance Advisors, LLC$118.9K1,7000.00%6q-10.1%-$13.3K
MORGAN STANLEY$99.5K1,4220.00%9q+142100.0%+$99.4K
MERCER GLOBAL ADVISORS INC /ADV$70.0K1,0000.00%newNEW
Triumph Capital Management$68.2K9750.01%3q+5.6%+$3.6K
Strategic Investment Solutions, Inc. /IL$66.4K9500.02%6q-74.0%-$188.8K
PNC Financial Services Group, Inc.$64.8K9270.00%6qHELD
Lodestone Wealth Management LLC$59.8K8540.02%3qHELD
Bogart Wealth, LLC$51.7K7390.00%3qHELD
Spire Wealth Management$51.4K7350.00%4q-12.0%-$7.0K
4Thought Financial Group Inc.$47.8K6830.02%3q-13.1%-$7.2K
JFS WEALTH ADVISORS, LLC$39.4K5630.00%6q+480.4%+$32.6K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$28.5K4080.00%newNEW
SJS Investment Consulting Inc.$25.4K3630.00%3q-8.8%-$2.4K
IMA Advisory Services, Inc.$24.3K3480.00%newNEW
CoreCap Advisors, LLC$24.3K3470.00%6q-6.0%-$1.5K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$24.1K3500.00%3qHELD
UBS Group AG$23.9K3410.00%3q+1450.0%+$22.3K
FINANCIAL CONSULATE, INC$19.9K2850.00%4qHELD
Allworth Financial LP$14.0K2000.00%newNEW
Go Invest LLC$12.7K1810.00%3q+269.4%+$9.3K
Bernard Wealth Management Corp.$12.6K1800.00%7qHELD
HUNTINGTON NATIONAL BANK$12.0K1720.00%15qHELD
Crews Bank & Trust$10.9K1560.00%7qHELD
GHP Investment Advisors, Inc.$8.6K1220.00%7qHELD
Rosenberg Matthew Hamilton$8.2K1170.00%3qHELD
HARBOUR INVESTMENTS, INC.$7.4K1050.00%10q-93.0%-$97.1K
Parallel Advisors, LLC$7.0K1000.00%7qHELD
HHM Wealth Advisors, LLC$7.0K1000.00%6qHELD
SIMPLEX TRADING, LLC$6.4K910.00%2q-62.7%-$10.7K
Strive Financial Group ,LLC$5.4K780.00%newNEW
BIRCHBROOK, INC.$5.0K710.00%4qHELD
JNBA Financial Advisors$4.8K680.00%4qHELD
SIGNATUREFD, LLC$4.5K650.00%10q+8.3%
Westend Capital Management, LLC$4.0K570.00%4q-18.6%
Silver Grove Financial Group, Inc.$2.7K390.00%newNEW
Aptus Capital Advisors, LLC$2.3K330.00%4q-25.0%
AE Wealth Management LLC$2.1K300.00%7q-85.7%-$12.6K
Strategic Wealth Partners, Ltd.$2.1K300.00%3qHELD
Medallion Wealth Advisors, LLC$1.7K250.00%7qHELD
Ashton Thomas Private Wealth, LLC$1.4K200.00%newNEW
FMR LLC$1.4K200.00%4q-64.3%-$2.5K
Ancora Advisors LLC$1.1K160.00%3qHELD
FLOW TRADERS U.S. LLC$76110,8840.03%3q-89.8%-$6.7K
American Capital Advisory, LLC$713100.00%6qHELD
Bay Harbor Wealth Management, LLC$700100.00%2qHELD
Arax Advisory Partners$35750.00%3qHELD
JPMORGAN CHASE & CO$7110.00%3q-96.4%-$1.9K

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 202671$39.7M555,6181316202.0%
Q1 202668$18.2M321,9751114168.2%
Q4 202563$29.0M464,693221853.9%
Q3 202543$19.0M227,16117256.3%
Q2 202535$11.0M211,1619733.9%
Q1 202532$6.7M204,48717310.0%
Q4 202419$7.4M157,71410014.5%
Q3 20246$2.8M78,8341110.0%
Q2 20248$4.2M116,5152110.0%
Q1 20246$6.0M150,0712120.0%
Q4 20235$3.5M110,9442110.0%
Q3 20233$1.4M74,7621100.0%
Q2 20233$2.5M111,0420110.0%
Q1 20234$2.7M136,2021110.0%
Q4 20224$654.8K42,8393010.0%
Q3 20225$1.2M61,3095000.0%