Filing Research | SCHWAB STRATEGIC TR Institutional Holdings

Snapshot holdings

50 / 154 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	4.9MSH	$119.9M
2	Cornerstone Wealth Advisors, Inc.	Shares	4.1MSH	$101.6M
3	Moisand Fitzgerald Tamayo, LLC	Shares	4.1MSH	$100.5M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.0MSH	$74.7M
5	Crane Advisory, LLC	Shares	2.8MSH	$69.8M
6	Avidian Wealth Enterprises, LLC	Shares	2.5MSH	$60.4M
7	FLC Capital Advisors	Shares	1.8MSH	$44.1M
8	DAVENPORT & Co LLC	Shares	1.6MSH	$40.4M
9	High Probability Advisors, LLC	Shares	1.6MSH	$38.8M
10	Beacon Wealthcare LLC	Shares	1.4MSH	$35.5M
11	WestHill Financial Advisors, Inc.	Shares	1.3MSH	$31.8M
12	Morton Brown Family Wealth, LLC	Shares	763.0KSH	$18.8M
13	Walker Financial Services, Inc.	Shares	597.5KSH	$14.7M
14	Kelly Financial Services LLC	Shares	527.0KSH	$13.0M
15	Fiduciary Alliance LLC	Shares	510.5KSH	$12.6M
16	Holcombe Financial, Inc.	Shares	506.2KSH	$12.5M
17	Foundation Wealth Management, LLC\PA	Shares	484.1KSH	$11.9M
18	ADVOCATE GROUP LLC	Shares	474.9KSH	$11.7M
19	Attessa Capital LLC	Shares	450.9KSH	$11.1M
20	Blake Schutter Theil Wealth Advisors, LLC	Shares	395.6KSH	$9.8M
21	Hidden Cove Wealth Management, LLC	Shares	380.3KSH	$9.4M
22	BENJAMIN EDWARDS INC	Shares	363.5KSH	$9.0M
23	Bulwark Capital Corp	Shares	360.7KSH	$8.9M
24	SENTINEL PENSION ADVISORS, LLC	Shares	323.8KSH	$7.9M
25	L.K. Benson & Company, P.C.	Shares	293.5KSH	$7.2M
26	Cooke Wealth Management, LLC	Shares	269.0KSH	$6.6M
27	Keystone Global Partners, LLC	Shares	236.4KSH	$5.8M
28	Refined Wealth Management	Shares	233.5KSH	$5.8M
29	Heritage Wealth Management, Inc. /CA/	Shares	225.1KSH	$5.6M
30	Christensen, King & Associates Investment Services, Inc.	Shares	218.1KSH	$5.4M
31	WT Wealth Management	Shares	208.6KSH	$5.1M
32	Upper Left Wealth Management, LLC	Shares	190.8KSH	$4.7M
33	North Forty Two & Co.	Shares	166.2KSH	$4.1M
34	Farther Finance Advisors, LLC	Shares	165.7KSH	$4.1M
35	Envestnet Portfolio Solutions, Inc.	Shares	151.1KSH	$3.7M
36	SALEM INVESTMENT COUNSELORS INC	Shares	148.5KSH	$3.7M
37	MEITAV INVESTMENT HOUSE LTD	Shares	130.8KSH	$3.2M
38	Dynamic Advisor Solutions LLC	Shares	128.8KSH	$3.2M
39	Noble Wealth Partners LLC	Shares	127.8KSH	$3.2M
40	Fermata Advisors, LLC	Shares	125.1KSH	$3.1M
41	Williams Financial, LLC	Shares	121.0KSH	$3.0M
42	KELLY FINANCIAL GROUP LLC	Shares	118.8KSH	$2.9M
43	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	118.4KSH	$2.9M
44	Mendota Financial Group, LLC	Shares	115.2KSH	$2.8M
45	Pflug Koory, LLC	Shares	113.9KSH	$2.8M
46	TRAN CAPITAL MANAGEMENT, L.P.	Shares	109.3KSH	$2.7M
47	GenWealth Group, Inc.	Shares	101.5KSH	$2.5M
48	LANARK FINANCIAL, INC.	Shares	100.0KSH	$2.5M
49	Spire Wealth Management	Shares	91.9KSH	$2.3M
50	Charles Schwab Trust Co	Shares	89.8KSH	$2.2M

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

50 / 172 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+645.7K	+$14.9M	$119.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+465.2K	+$10.5M	$74.7M
3	High Probability Advisors, LLC added	Shares	+301.7K	+$7.1M	$38.8M
4	Kelly Financial Services LLC added	Shares	+182.9K	+$4.4M	$13.0M
5	FLC Capital Advisors added	Shares	+163.2K	+$3.6M	$44.1M
6	Moisand Fitzgerald Tamayo, LLC added	Shares	+177.2K	+$3.4M	$100.5M
7	MEITAV INVESTMENT HOUSE LTD new	Shares	+130.8K	+$3.2M	$3.2M
8	Envestnet Portfolio Solutions, Inc. added	Shares	+120.7K	+$3.0M	$3.7M
9	DAVENPORT & Co LLC added	Shares	+132.7K	+$2.9M	$40.4M
10	Cornerstone Wealth Advisors, Inc. added	Shares	+126.8K	+$2.1M	$101.6M
11	Walker Financial Services, Inc. added	Shares	+69.1K	+$1.6M	$14.7M
12	Morton Brown Family Wealth, LLC added	Shares	+61.3K	+$1.3M	$18.8M
13	Avidian Wealth Enterprises, LLC added	Shares	+69.3K	+$1.1M	$60.4M
14	Sequoia Financial Advisors, LLC added	Shares	+43.6K	+$1.1M	$1.6M
15	WestHill Financial Advisors, Inc. added	Shares	+55.4K	+$1.1M	$31.8M
16	ADVOCATE GROUP LLC added	Shares	+44.9K	+$1.0M	$11.7M
17	Blake Schutter Theil Wealth Advisors, LLC added	Shares	+43.7K	+$990.0K	$9.8M
18	SALEM INVESTMENT COUNSELORS INC added	Shares	+40.1K	+$962.1K	$3.7M
19	Innova Wealth Partners new	Shares	+37.8K	+$931.0K	$931.0K
20	Attessa Capital LLC added	Shares	+28.5K	+$597.6K	$11.1M
21	Fermata Advisors, LLC added	Shares	+24.7K	+$584.3K	$3.1M
22	Foundation Wealth Management, LLC\PA added	Shares	+25.5K	+$514.4K	$11.9M
23	LANARK FINANCIAL, INC. added	Shares	+19.2K	+$452.5K	$2.5M
24	Wealthcare Advisory Partners LLC added	Shares	+15.6K	+$373.1K	$1.6M
25	FIFTH THIRD SECURITIES, INC. added	Shares	+15.4K	+$367.7K	$1.5M
26	Beacon Wealthcare LLC added	Shares	+28.2K	+$343.3K	$35.5M
27	Strategic Blueprint, LLC added	Shares	+13.8K	+$335.8K	$668.8K
28	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+14.3K	+$327.1K	$2.9M
29	Transmarket Holdings LP new	Shares	+13.2K	+$326.2K	$326.2K
30	Upper Left Wealth Management, LLC added	Shares	+14.9K	+$324.1K	$4.7M
31	Mendota Financial Group, LLC added	Shares	+13.8K	+$314.7K	$2.8M
32	J.W. COLE ADVISORS, INC. new	Shares	+12.7K	+$314.4K	$314.4K
33	Fragasso Financial Advisors Inc new	Shares	+11.7K	+$288.3K	$288.3K
34	IFP Advisors, Inc added	Shares	+12.2K	+$286.5K	$1.8M
35	Whelan Financial new	Shares	+10.8K	+$267.4K	$267.4K
36	SENTINEL PENSION ADVISORS, LLC added	Shares	+15.2K	+$261.8K	$7.9M
37	John W. Brooker & Co., CPAs new	Shares	+9.8K	+$241.0K	$241.0K
38	Crane Advisory, LLC added	Shares	+53.0K	+$239.8K	$69.8M
39	RDA Financial Network new	Shares	+9.4K	+$230.9K	$230.9K
40	B. Riley Wealth Advisors, Inc. new	Shares	+8.7K	+$214.6K	$214.6K
41	CGC Financial Services, LLC new	Shares	+8.7K	+$214.0K	$214.0K
42	Brookstone Capital Management added	Shares	+8.8K	+$206.2K	$1.4M
43	Brucke Financial, Inc. added	Shares	+8.4K	+$198.2K	$1.0M
44	XY Planning Network, Inc. added	Shares	+8.1K	+$196.7K	$876.8K
45	BENJAMIN EDWARDS INC added	Shares	+11.4K	+$192.5K	$9.0M
46	Heritage Wealth Management, Inc. /CA/ added	Shares	+9.7K	+$184.5K	$5.6M
47	WT Wealth Management added	Shares	+9.5K	+$184.2K	$5.1M
48	Williams Financial, LLC added	Shares	+8.5K	+$181.9K	$3.0M
49	Dynamic Advisor Solutions LLC added	Shares	+7.7K	+$159.5K	$3.2M
50	KELLY FINANCIAL GROUP LLC added	Shares	+7.0K	+$143.7K	$2.9M

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