Filing Research | SCHWAB STRATEGIC TR Institutional Holdings

Snapshot holdings

50 / 208 loaded

#		Instrument	quantity
1	BENJAMIN EDWARDS INC	Shares	2.2MSH	$52.8M
2	Charles Schwab Trust Co	Shares	1.5MSH	$35.5M
3	RATIONAL ADVISORS, INC.	Shares	1.4MSH	$32.4M
4	Pioneer Wealth Management Group	Shares	883.2KSH	$20.9M
5	ZynergyRetirementPlanningLLC	Shares	820.7KSH	$19.4M
6	Morningstar Investment Management LLC	Shares	705.2KSH	$15.2M
7	Courage Miller Partners, LLC	Shares	518.7KSH	$12.3M
8	WEALTH MANAGEMENT RESOURCES, INC.	Shares	407.2KSH	$9.6M
9	Avior Wealth Management, LLC	Shares	403.3KSH	$9.5M
10	VISTA CAPITAL PARTNERS, INC.	Shares	349.5KSH	$8.3M
11	Amicus Financial Advisors, LLC	Shares	347.8KSH	$8.2M
12	Upper Left Wealth Management, LLC	Shares	288.3KSH	$6.8M
13	CoreCap Advisors, LLC	Shares	285.2KSH	$6.8M
14	White & Co Financial Planning Inc	Shares	281.3KSH	$6.7M
15	Stanich Group LLC	Shares	245.1KSH	$5.8M
16	Williams Financial, LLC	Shares	240.9KSH	$5.7M
17	Cypress Point Wealth Management, LLC	Shares	240.4KSH	$5.7M
18	ELEVATION WEALTH PARTNERS, LLC	Shares	235.3KSH	$5.6M
19	Frisco Financial Planning LLC	Shares	232.3KSH	$5.5M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	201.7KSH	$4.8M
21	Fiduciary Alliance LLC	Shares	200.3KSH	$4.7M
22	Omega Financial Group, LLC	Shares	179.0KSH	$4.2M
23	Moisand Fitzgerald Tamayo, LLC	Shares	167.9KSH	$4.0M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	157.5KSH	$3.7M
25	Wealthcare Advisory Partners LLC	Shares	137.7KSH	$3.3M
26	Plancorp, LLC	Shares	128.1KSH	$3.1M
27	Guardian Financial Partners, LLC	Shares	122.5KSH	$2.9M
28	Ramiah Investment Group	Shares	104.3KSH	$2.5M
29	Davis Capital Management	Shares	104.1KSH	$2.5M
30	FC Advisory LLC	Shares	97.2KSH	$2.3M
31	EPIQ PARTNERS, LLC	Shares	97.2KSH	$2.3M
32	Farther Finance Advisors, LLC	Shares	95.2KSH	$2.3M
33	Apollon Wealth Management, LLC	Shares	90.5KSH	$2.1M
34	Y-Intercept (Hong Kong) Ltd	Shares	88.2KSH	$2.1M
35	Kohmann Bosshard Financial Services, LLC	Shares	87.8KSH	$2.1M
36	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	87.1KSH	$2.1M
37	Cape Investment Advisory, Inc.	Shares	77.5KSH	$1.8M
38	Braun-Bostich & Associates Inc.	Shares	73.7KSH	$1.7M
39	Tempus Wealth Planning, LLC	Shares	73.0KSH	$1.7M
40	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	72.9KSH	$1.7M
41	HHM Wealth Advisors, LLC	Shares	69.9KSH	$1.7M
42	IFP Advisors, Inc	Shares	64.4KSH	$1.5M
43	SeaCrest Wealth Management, LLC	Shares	60.1KSH	$1.4M
44	Hillcrest Wealth Advisors - NY, LLC	Shares	54.6KSH	$1.3M
45	IFG Advisors, LLC	Shares	52.0KSH	$1.2M
46	Liberty Capital Management, Inc.	Shares	49.0KSH	$1.2M
47	Curbstone Financial Management Corp	Shares	48.7KSH	$1.2M
48	SigFig Wealth Management, LLC	Shares	44.9KSH	$1.1M
49	North Forty Two & Co.	Shares	43.8KSH	$1.0M
50	Cooke Wealth Management, LLC	Shares	43.1KSH	$1.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 220 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+129.7K	+$7.7M	$52.8M
2	RATIONAL ADVISORS, INC. added	Shares	+147.7K	+$6.2M	$32.4M
3	Pioneer Wealth Management Group added	Shares	+67.5K	+$3.4M	$20.9M
4	Charles Schwab Trust Co trimmed	Shares	-592	+$3.3M	$35.5M
5	Plancorp, LLC new	Shares	+128.1K	+$3.1M	$3.1M
6	ZynergyRetirementPlanningLLC added	Shares	+14.4K	+$2.1M	$19.4M
7	Y-Intercept (Hong Kong) Ltd new	Shares	+88.2K	+$2.1M	$2.1M
8	Courage Miller Partners, LLC trimmed	Shares	-3.3K	+$1.1M	$12.3M
9	CoreCap Advisors, LLC added	Shares	+20.4K	+$1.1M	$6.8M
10	Avior Wealth Management, LLC added	Shares	+5.8K	+$1.0M	$9.5M
11	Stanich Group LLC added	Shares	+18.0K	+$924.0K	$5.8M
12	WEALTH MANAGEMENT RESOURCES, INC. added	Shares	+346	+$899.3K	$9.6M
13	VISTA CAPITAL PARTNERS, INC. added	Shares	+3.9K	+$848.5K	$8.3M
14	Upper Left Wealth Management, LLC added	Shares	+9.7K	+$839.2K	$6.8M
15	Williams Financial, LLC added	Shares	+11.0K	+$763.7K	$5.7M
16	Frisco Financial Planning LLC added	Shares	+10.6K	+$735.8K	$5.5M
17	Cypress Point Wealth Management, LLC added	Shares	+8.6K	+$710.7K	$5.7M
18	White & Co Financial Planning Inc added	Shares	+2.1K	+$660.8K	$6.7M
19	Amicus Financial Advisors, LLC trimmed	Shares	-6.4K	+$623.9K	$8.2M
20	ELEVATION WEALTH PARTNERS, LLC added	Shares	+4.2K	+$605.4K	$5.6M
21	Wealthcare Advisory Partners LLC added	Shares	+13.7K	+$595.2K	$3.3M
22	Envestnet Portfolio Solutions, Inc. added	Shares	+18.8K	+$484.7K	$868.4K
23	IFP Advisors, Inc added	Shares	+11.8K	+$394.2K	$1.5M
24	Advantage Trust Co new	Shares	+15.7K	+$372.7K	$372.7K
25	Omega Financial Group, LLC trimmed	Shares	-1.2K	+$365.8K	$4.2M
26	Davis Capital Management added	Shares	+5.4K	+$344.0K	$2.5M
27	Composition Wealth, LLC new	Shares	+14.0K	+$332.3K	$332.3K
28	Moisand Fitzgerald Tamayo, LLC trimmed	Shares	-2.4K	+$315.2K	$4.0M
29	Farther Finance Advisors, LLC added	Shares	+3.7K	+$280.0K	$2.3M
30	Guardian Financial Partners, LLC added	Shares	+220	+$273.1K	$2.9M
31	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+4.2K	+$249.8K	$1.7M
32	Kohmann Bosshard Financial Services, LLC added	Shares	+2.5K	+$246.4K	$2.1M
33	Ramiah Investment Group added	Shares	+817	+$246.0K	$2.5M
34	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-4.6K	+$245.0K	$3.7M
35	SWMG, LLC added	Shares	+8.5K	+$230.9K	$452.9K
36	SMI Advisory Services, LLC new	Shares	+9.6K	+$229.9K	$229.9K
37	Worth Asset Management, LLC new	Shares	+9.4K	+$223.2K	$223.2K
38	Plan A Wealth LLC new	Shares	+9.3K	+$220.5K	$220.5K
39	JDH Wealth Management, LLC new	Shares	+9.2K	+$217.3K	$217.3K
40	Tempus Wealth Planning, LLC added	Shares	+2.6K	+$215.7K	$1.7M
41	QRG CAPITAL MANAGEMENT, INC. new	Shares	+8.9K	+$210.8K	$210.8K
42	EPIQ PARTNERS, LLC trimmed	Shares	-222	+$208.0K	$2.3M
43	Red Door Wealth Management, LLC new	Shares	+8.8K	+$207.4K	$207.4K
44	Emergent Wealth Advisors, LLC new	Shares	+8.8K	+$207.3K	$207.3K
45	GREENLEAF TRUST new	Shares	+8.7K	+$206.9K	$206.9K
46	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed	Shares	-194	+$186.7K	$2.1M
47	Hillcrest Wealth Advisors - NY, LLC added	Shares	+1.9K	+$160.4K	$1.3M
48	Wilkins Miller Wealth Management, LLC added	Shares	+5.0K	+$157.7K	$547.1K
49	FC Advisory LLC trimmed	Shares	-3.9K	+$129.6K	$2.3M
50	SigFig Wealth Management, LLC added	Shares	+386	+$126.0K	$1.1M

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