Filing Research | SCHWAB STRATEGIC TR Institutional Holdings

Snapshot holdings

50 / 344 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.7MSH	$128.2M
2	Gemmer Asset Management LLC	Shares	3.4MSH	$117.4M
3	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	3.0MSH	$105.1M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.4MSH	$83.6M
5	Cooper Financial Group	Shares	2.3MSH	$79.2M
6	Financial Management Professionals, Inc.	Shares	1.7MSH	$59.9M
7	GenWealth Group, Inc.	Shares	1.7MSH	$58.5M
8	Northern Capital Management, Inc.	Shares	1.4MSH	$49.2M
9	HRC WEALTH MANAGEMENT, LLC	Shares	1.3MSH	$45.3M
10	XML Financial, LLC	Shares	1.3MSH	$43.6M
11	Veery Capital, LLC	Shares	1.2MSH	$41.6M
12	Brady Martz Wealth Solutions, LLC	Shares	1.1MSH	$39.5M
13	GHP Investment Advisors, Inc.	Shares	1.0MSH	$36.2M
14	SOUTHERN MICHIGAN BANK & TRUST	Shares	1.0MSH	$35.5M
15	Merit Financial Group, LLC	Shares	880.3KSH	$30.6M
16	SAGE FINANCIAL GROUP INC	Shares	776.7KSH	$27.0M
17	Envestnet Portfolio Solutions, Inc.	Shares	774.9KSH	$27.0M
18	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	699.9KSH	$24.4M
19	Meriwether Wealth & Planning, LLC	Shares	671.0KSH	$23.4M
20	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	661.5KSH	$23.0M
21	Cornerstone Wealth Advisors, Inc.	Shares	652.1KSH	$22.7M
22	Farther Finance Advisors, LLC	Shares	643.2KSH	$22.4M
23	Cape Investment Advisory, Inc.	Shares	601.9KSH	$21.0M
24	Focus Financial Network, Inc.	Shares	600.3KSH	$20.9M
25	YANKCOM Partnership	Shares	585.5KSH	$20.4M
26	Whitaker-Myers Wealth Managers, LTD.	Shares	576.4KSH	$20.1M
27	JBGlobal.com LLC	Shares	555.3KSH	$19.3M
28	Martel Wealth Advisors LLC	Shares	468.0KSH	$16.3M
29	Peak Wealth Management LLC	Shares	466.6KSH	$16.2M
30	Bogart Wealth, LLC	Shares	409.9KSH	$14.3M
31	CATHY PARETO & ASSOCIATES, INC	Shares	408.8KSH	$14.2M
32	Brookstone Capital Management	Shares	395.9KSH	$13.8M
33	Friday Financial	Shares	388.2KSH	$13.3M
34	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	373.9KSH	$13.0M
35	Enclave Advisors LLC	Shares	373.3KSH	$13.0M
36	Murphy, Middleton, Hinkle & Parker, Inc.	Shares	349.2KSH	$12.2M
37	Sightline Wealth Advisors, LLC	Shares	329.2KSH	$11.5M
38	Capital Squared Financial LLC	Shares	327.6KSH	$11.4M
39	Fiduciary Alliance LLC	Shares	324.5KSH	$11.3M
40	Harbor Group, Inc.	Shares	323.7KSH	$11.3M
41	Thrive Wealth Management, LLC	Shares	294.5KSH	$10.2M
42	Bishop & Co Investment Management, LLC	Shares	279.4KSH	$9.7M
43	Christensen, King & Associates Investment Services, Inc.	Shares	273.8KSH	$9.5M
44	Courage Miller Partners, LLC	Shares	268.3KSH	$9.3M
45	Plus Group Wealth Advisors LLC	Shares	266.5KSH	$9.3M
46	Councilor Wealth, LLC	Shares	265.1KSH	$9.2M
47	Lighthouse Wealth Management Inc.	Shares	258.2KSH	$9.0M
48	Arnold Financial Planning LLC	Shares	253.7KSH	$8.8M
49	Avior Wealth Management, LLC	Shares	244.5KSH	$8.5M
50	Baring Financial LLC	Shares	235.4KSH	$8.2M

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

50 / 357 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+304.3K	+$19.6M	$83.6M
2	Cooper Financial Group added	Shares	+140.5K	+$14.1M	$79.2M
3	RAINEY & RANDALL WEALTH ADVISORS INC. added	Shares	+22.0K	+$13.7M	$105.1M
4	Gemmer Asset Management LLC trimmed	Shares	-59.1K	+$12.7M	$117.4M
5	Enclave Advisors LLC added	Shares	+323.3K	+$11.5M	$13.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-84.6K	+$11.2M	$128.2M
7	Northern Capital Management, Inc. added	Shares	+45.4K	+$7.5M	$49.2M
8	Financial Management Professionals, Inc. trimmed	Shares	-5.1K	+$7.3M	$59.9M
9	Brookstone Capital Management added	Shares	+175.3K	+$7.1M	$13.8M
10	Plancorp, LLC added	Shares	+195.3K	+$6.7M	$7.4M
11	GenWealth Group, Inc. trimmed	Shares	-21.8K	+$6.6M	$58.5M
12	Merit Financial Group, LLC added	Shares	+75.5K	+$6.1M	$30.6M
13	J.W. COLE ADVISORS, INC. new	Shares	+172.6K	+$6.0M	$6.0M
14	Veery Capital, LLC added	Shares	+27.7K	+$6.0M	$41.6M
15	XML Financial, LLC added	Shares	+9.7K	+$5.7M	$43.6M
16	HRC WEALTH MANAGEMENT, LLC trimmed	Shares	-6.3K	+$5.4M	$45.3M
17	Farther Finance Advisors, LLC added	Shares	+74.5K	+$5.0M	$22.4M
18	SOUTHERN MICHIGAN BANK & TRUST added	Shares	+18.2K	+$4.9M	$35.5M
19	GHP Investment Advisors, Inc. added	Shares	+13.8K	+$4.9M	$36.2M
20	Brady Martz Wealth Solutions, LLC trimmed	Shares	-811	+$4.9M	$39.5M
21	CATHY PARETO & ASSOCIATES, INC added	Shares	+95.8K	+$4.7M	$14.2M
22	Peak Wealth Management LLC added	Shares	+75.9K	+$4.3M	$16.2M
23	YANKCOM Partnership added	Shares	+49.4K	+$4.0M	$20.4M
24	Friday Financial added	Shares	+73.9K	+$3.7M	$13.3M
25	SAGE FINANCIAL GROUP INC added	Shares	+4.6K	+$3.5M	$27.0M
26	SAX WEALTH ADVISORS, LLC added	Shares	+110.7K	+$3.4M	$5.4M
27	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added	Shares	+12.6K	+$3.4M	$24.4M
28	Meriwether Wealth & Planning, LLC added	Shares	+15.0K	+$3.3M	$23.4M
29	Cornerstone Wealth Advisors, Inc. added	Shares	+9.0K	+$3.1M	$22.7M
30	Cape Investment Advisory, Inc. added	Shares	+219	+$2.6M	$21.0M
31	Whitaker-Myers Wealth Managers, LTD. trimmed	Shares	-957	+$2.5M	$20.1M
32	Sightline Wealth Advisors, LLC added	Shares	+33.4K	+$2.4M	$11.5M
33	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-19.9K	+$2.2M	$23.0M
34	Murphy, Middleton, Hinkle & Parker, Inc. added	Shares	+21.9K	+$2.2M	$12.2M
35	JBGlobal.com LLC trimmed	Shares	-8.1K	+$2.1M	$19.3M
36	Bogart Wealth, LLC added	Shares	+1.1K	+$1.8M	$14.3M
37	Retirement Investment Advisors, Inc. added	Shares	+31.6K	+$1.8M	$6.4M
38	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+240	+$1.6M	$13.0M
39	Martel Wealth Advisors LLC trimmed	Shares	-14.4K	+$1.6M	$16.3M
40	Capital Squared Financial LLC added	Shares	+5.0K	+$1.6M	$11.4M
41	Arnold Financial Planning LLC added	Shares	+14.3K	+$1.5M	$8.8M
42	Focus Financial Network, Inc. trimmed	Shares	-36.6K	+$1.5M	$20.9M
43	Thrive Wealth Management, LLC added	Shares	+5.9K	+$1.5M	$10.2M
44	PETRA FINANCIAL ADVISORS INC added	Shares	+16.3K	+$1.4M	$7.3M
45	Lighthouse Wealth Management Inc. added	Shares	+8.0K	+$1.4M	$9.0M
46	Harbor Group, Inc. trimmed	Shares	-3.3K	+$1.3M	$11.3M
47	Plus Group Wealth Advisors LLC added	Shares	+4.7K	+$1.3M	$9.3M
48	Bishop & Co Investment Management, LLC unchanged	Shares	0	+$1.2M	$9.7M
49	MISSION WEALTH MANAGEMENT, LP added	Shares	+24.3K	+$1.2M	$3.6M
50	Courage Miller Partners, LLC trimmed	Shares	-3.0K	+$1.1M	$9.3M

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