Filing Research | SCHWAB STRATEGIC TR INTERNL DIVID Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Fifth Third Wealth Advisors LLC	Shares	383.3KSH	$12.2M
2	IRON Financial LLC	Shares	317.9KSH	$10.1M
3	Charles Schwab Trust Co	Shares	281.1KSH	$8.9M
4	LongView Wealth Management	Shares	207.3KSH	$6.6M
5	Fiduciary Alliance LLC	Shares	182.0KSH	$5.8M
6	Red Mountain Financial, LLC	Shares	153.1KSH	$4.9M
7	Carolina Wealth Advisors, LLC	Shares	136.9KSH	$4.3M
8	Opus Financial Solutions LLC	Shares	123.5KSH	$3.9M
9	Sequoia Financial Advisors, LLC	Shares	86.7KSH	$2.8M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	81.7KSH	$2.3M
11	Farther Finance Advisors, LLC	Shares	66.2KSH	$2.1M
12	FIRST MERCHANTS CORP	Shares	65.4KSH	$2.1M
13	Kohmann Bosshard Financial Services, LLC	Shares	59.0KSH	$1.9M
14	Bravera Wealth	Shares	55.0KSH	$1.7M
15	Cape Investment Advisory, Inc.	Shares	52.3KSH	$1.7M
16	Copper Harbor Investment Advisors, LLC	Shares	49.0KSH	$1.6M
17	DAVENPORT & Co LLC	Shares	43.9KSH	$1.4M
18	Embree Financial Group	Shares	43.7KSH	$1.4M
19	Spinnaker Investment Group, LLC	Shares	40.4KSH	$1.3M
20	Avidian Wealth Enterprises, LLC	Shares	40.2KSH	$1.3M
21	Hidden Cove Wealth Management, LLC	Shares	40.1KSH	$1.3M
22	CrossGen Wealth, LLC	Shares	38.9KSH	$1.2M
23	Berkeley, Inc	Shares	34.3KSH	$1.1M
24	INDEPENDENT FINANCIAL GROUP, LLC	Shares	30.1KSH	$954.9K
25	Orgel Wealth Management, LLC	Shares	26.9KSH	$854.9K
26	Wedmont Private Capital	Shares	25.2KSH	$807.1K
27	Good Harbor Advisors, Inc.	Shares	24.1KSH	$763.4K
28	LANDAAS & CO /WI /ADV	Shares	23.1KSH	$732.4K
29	Clarity Capital Advisors, LLC	Shares	14.6KSH	$462.5K
30	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	14.4KSH	$457.4K
31	Keystone Financial Group, Inc.	Shares	13.5KSH	$427.7K
32	Financial Perspectives, Inc	Shares	11.1KSH	$352.2K
33	Carroll Advisory Group, LLC	Shares	10.6KSH	$334.8K
34	Joule Financial, LLC	Shares	9.9KSH	$315.0K
35	Bell Bank	Shares	9.8KSH	$311.6K
36	NorthCrest Asset Manangement, LLC	Shares	9.6KSH	$307.5K
37	Brookstone Capital Management	Shares	8.9KSH	$283.9K
38	BENJAMIN EDWARDS INC	Shares	8.8KSH	$278.4K
39	Vawter Financial, Ltd.	Shares	8.1KSH	$256.0K
40	Sage Investment Counsel LLC	Shares	7.5KSH	$237.2K
41	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	7.4KSH	$234.8K
42	Meridian Financial Advisors, LLC	Shares	7.2KSH	$227.5K
43	PFG Investments, LLC	Shares	6.9KSH	$220.4K
44	Sharkey, Howes & Javer	Shares	6.7KSH	$213.4K
45	LGT Financial Advisors LLC	Shares	5.9KSH	$186.4K
46	Monetary Solutions, Ltd	Shares	5.1KSH	$160.9K
47	IFP Advisors, Inc	Shares	4.8KSH	$150.8K
48	Strategic Investment Solutions, Inc. /IL	Shares	3.8KSH	$119.5K
49	WEBSTER BANK, N. A.	Shares	2.7KSH	$85.2K
50	CoreCap Advisors, LLC	Shares	2.6KSH	$81.0K

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

50 / 65 loaded

#		Instrument
1	Fifth Third Wealth Advisors LLC added	Shares	+375.5K	+$11.9M	$12.2M
2	CrossGen Wealth, LLC added	Shares	+33.5K	+$1.1M	$1.2M
3	Good Harbor Advisors, Inc. new	Shares	+24.1K	+$763.4K	$763.4K
4	Orgel Wealth Management, LLC added	Shares	+12.0K	+$381.6K	$854.9K
5	Red Mountain Financial, LLC added	Shares	+11.2K	+$365.7K	$4.9M
6	Carroll Advisory Group, LLC new	Shares	+10.6K	+$334.8K	$334.8K
7	NorthCrest Asset Manangement, LLC new	Shares	+9.6K	+$307.5K	$307.5K
8	Fiduciary Alliance LLC added	Shares	+14.1K	+$284.1K	$5.8M
9	Brookstone Capital Management new	Shares	+8.9K	+$283.9K	$283.9K
10	BENJAMIN EDWARDS INC new	Shares	+8.8K	+$278.4K	$278.4K
11	IRON Financial LLC added	Shares	+7.6K	+$261.6K	$10.1M
12	INTEGRAL INVESTMENT ADVISORS, INC. new	Shares	+7.4K	+$234.8K	$234.8K
13	Meridian Financial Advisors, LLC new	Shares	+7.2K	+$227.5K	$227.5K
14	PFG Investments, LLC new	Shares	+6.9K	+$220.4K	$220.4K
15	Carolina Wealth Advisors, LLC added	Shares	+6.0K	+$200.7K	$4.3M
16	Hidden Cove Wealth Management, LLC added	Shares	+5.9K	+$190.2K	$1.3M
17	IFP Advisors, Inc added	Shares	+4.7K	+$147.6K	$150.8K
18	Farther Finance Advisors, LLC added	Shares	+3.7K	+$118.1K	$2.1M
19	Cape Investment Advisory, Inc. added	Shares	+3.0K	+$99.4K	$1.7M
20	Avidian Wealth Enterprises, LLC added	Shares	+2.0K	+$67.6K	$1.3M
21	Strategic Investment Solutions, Inc. /IL added	Shares	+1.4K	+$43.9K	$119.5K
22	Financial Perspectives, Inc added	Shares	+1.2K	+$37.7K	$352.2K
23	LongView Wealth Management added	Shares	+7.9K	+$24.5K	$6.6M
24	TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV new	Shares	+250	+$7.9K	$7.9K
25	LANDAAS & CO /WI /ADV added	Shares	+100	+$4.8K	$732.4K
26	Berkeley, Inc added	Shares	+51	+$4.0K	$1.1M
27	Spinnaker Investment Group, LLC unchanged	Shares	0	+$2.8K	$1.3M
28	Sage Investment Counsel LLC added	Shares	+27	+$1.4K	$237.2K
29	Clarity Capital Advisors, LLC unchanged	Shares	0	+$1.0K	$462.5K
30	AdvisorNet Financial, Inc added	Shares	+22	+$852	$73.4K
31	JFS WEALTH ADVISORS, LLC new	Shares	+25	+$794	$794
32	Bell Bank unchanged	Shares	0	+$688	$311.6K
33	Vawter Financial, Ltd. unchanged	Shares	0	+$565	$256.0K
34	Sharkey, Howes & Javer unchanged	Shares	0	+$470	$213.4K
35	LGT Financial Advisors LLC unchanged	Shares	0	+$411	$186.4K
36	Monetary Solutions, Ltd unchanged	Shares	0	+$355	$160.9K
37	WEBSTER BANK, N. A. unchanged	Shares	0	+$188	$85.2K
38	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$37	$16.8K
39	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$14	$6.3K
40	SIGNATUREFD, LLC unchanged	Shares	0	+$14	$6.3K
41	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$4	$1.7K
42	Vision Retirement, LLC unchanged	Shares	0	+$4	$1.6K
43	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	$0	$26
44	GHP Investment Advisors, Inc. unchanged	Shares	0	$0	$33
45	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$81
46	Joule Financial, LLC trimmed	Shares	-33	-$350	$315.0K
47	CoreCap Advisors, LLC trimmed	Shares	-60	-$1.7K	$81.0K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-68	-$2.6K	$52.4K
49	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-157	-$4.0K	$457.4K
50	Bogart Wealth, LLC exited	Shares	-156	-$4.9K	$0

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