Filing Research | SCHWAB STRATEGIC TR Institutional Holdings

Snapshot holdings

50 / 254 loaded

#		Instrument	quantity
1	Charles Schwab Trust Co	Shares	6.6MSH	$152.7M
2	Kohmann Bosshard Financial Services, LLC	Shares	3.9MSH	$89.2M
3	RATIONAL ADVISORS, INC.	Shares	3.1MSH	$72.7M
4	Pioneer Wealth Management Group	Shares	2.2MSH	$52.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.2MSH	$49.8M
6	Blue Trust, Inc.	Shares	1.5MSH	$35.8M
7	Horst & Graben Wealth Management LLC	Shares	1.5MSH	$34.0M
8	ZynergyRetirementPlanningLLC	Shares	1.4MSH	$32.5M
9	TruNorth Capital Management, LLC	Shares	1.3MSH	$30.9M
10	Bond & Devick Financial Network, Inc.	Shares	879.1KSH	$20.3M
11	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	872.4KSH	$20.2M
12	Revolve Wealth Partners, LLC	Shares	757.0KSH	$17.5M
13	Revisor Wealth Management LLC	Shares	726.0KSH	$16.8M
14	Arnold Financial Planning LLC	Shares	686.8KSH	$15.9M
15	Cypress Wealth Services, LLC	Shares	659.2KSH	$15.2M
16	Pacific Park Financial, Inc.	Shares	658.2KSH	$15.2M
17	Cedar Mountain Advisors, LLC	Shares	641.4KSH	$14.8M
18	Columbus Macro, LLC	Shares	626.8KSH	$14.5M
19	CFG Wealth Management Services, Inc.	Shares	572.5KSH	$13.7M
20	Amicus Financial Advisors, LLC	Shares	578.6KSH	$13.4M
21	Christensen, King & Associates Investment Services, Inc.	Shares	544.0KSH	$12.6M
22	CFS Investment Advisory Services, LLC	Shares	539.0KSH	$12.4M
23	Mayflower Financial Advisors, LLC	Shares	517.6KSH	$12.0M
24	Tempus Wealth Planning, LLC	Shares	495.0KSH	$11.4M
25	SigFig Wealth Management, LLC	Shares	482.2KSH	$11.2M
26	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	472.0KSH	$10.9M
27	Security Financial Services, INC.	Shares	468.3KSH	$10.8M
28	Grove Street Fiduciary, LLC	Shares	461.7KSH	$10.7M
29	RESTON WEALTH MANAGEMENT LLC	Shares	454.9KSH	$10.5M
30	IFP Advisors, Inc	Shares	429.5KSH	$9.9M
31	Peak Financial Management, Inc.	Shares	423.7KSH	$9.8M
32	Unify Financial Advisors	Shares	384.6KSH	$8.9M
33	Affinity Capital Advisors, LLC	Shares	369.8KSH	$8.5M
34	CLIENT 1ST ADVISORY GROUP, LLC	Shares	365.0KSH	$8.4M
35	FFG RETIREMENT ADVISORS LLC	Shares	346.7KSH	$8.0M
36	Avior Wealth Management, LLC	Shares	341.1KSH	$7.9M
37	Midwest Financial Group LLC	Shares	334.0KSH	$7.7M
38	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	318.5KSH	$7.4M
39	Forthright Family Wealth Advisory LLC	Shares	316.6KSH	$7.3M
40	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	314.7KSH	$7.3M
41	Pacific Excel Wealth Advisors, Inc.	Shares	314.2KSH	$7.3M
42	Farther Finance Advisors, LLC	Shares	307.2KSH	$7.1M
43	Chatterton & Associates Inc.	Shares	303.1KSH	$7.0M
44	FIFTH THIRD SECURITIES, INC.	Shares	293.7KSH	$6.8M
45	Hoxton Planning & Management, LLC	Shares	284.7KSH	$6.6M
46	Summit Financial Strategies, Inc.	Shares	279.3KSH	$6.5M
47	Marotta Asset Management	Shares	268.1KSH	$6.2M
48	Bogart Wealth, LLC	Shares	259.2KSH	$6.0M
49	Brookstone Capital Management	Shares	240.4KSH	$5.6M
50	Merit Financial Group, LLC	Shares	236.3KSH	$5.5M

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

50 / 263 loaded

#		Instrument
1	Kohmann Bosshard Financial Services, LLC added	Shares	+534.7K	+$12.1M	$89.2M
2	Pacific Excel Wealth Advisors, Inc. new	Shares	+314.2K	+$7.3M	$7.3M
3	Pioneer Wealth Management Group added	Shares	+249.5K	+$5.6M	$52.0M
4	Charles Schwab Trust Co added	Shares	+186.9K	+$3.7M	$152.7M
5	Farther Finance Advisors, LLC added	Shares	+93.3K	+$2.2M	$7.1M
6	ZynergyRetirementPlanningLLC added	Shares	+79.4K	+$1.7M	$32.5M
7	Balefire, LLC new	Shares	+72.3K	+$1.7M	$1.7M
8	IFP Advisors, Inc added	Shares	+73.6K	+$1.7M	$9.9M
9	Cypress Wealth Services, LLC added	Shares	+70.2K	+$1.6M	$15.2M
10	Chatterton & Associates Inc. added	Shares	+70.8K	+$1.5M	$7.0M
11	Forthright Family Wealth Advisory LLC added	Shares	+190.8K	+$1.5M	$7.3M
12	Security Financial Services, INC. added	Shares	+66.9K	+$1.5M	$10.8M
13	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+56.9K	+$1.3M	$10.9M
14	RATIONAL ADVISORS, INC. added	Shares	+65.9K	+$1.2M	$72.7M
15	Tempus Wealth Planning, LLC added	Shares	+54.6K	+$1.2M	$11.4M
16	GK Wealth Management LLC new	Shares	+51.8K	+$1.2M	$1.2M
17	Mayflower Financial Advisors, LLC added	Shares	+52.1K	+$1.2M	$12.0M
18	Arnold Financial Planning LLC added	Shares	+48.0K	+$1.1M	$15.9M
19	Horst & Graben Wealth Management LLC added	Shares	+53.8K	+$918.2K	$34.0M
20	SeaCrest Wealth Management, LLC added	Shares	+38.5K	+$884.3K	$2.4M
21	Envestnet Portfolio Solutions, Inc. added	Shares	+37.9K	+$865.7K	$3.7M
22	TruNorth Capital Management, LLC added	Shares	+42.2K	+$860.1K	$30.9M
23	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+35.9K	+$827.7K	$1.2M
24	Brookstone Capital Management added	Shares	+34.3K	+$775.2K	$5.6M
25	Bond & Devick Financial Network, Inc. added	Shares	+35.5K	+$744.3K	$20.3M
26	RESTON WEALTH MANAGEMENT LLC added	Shares	+32.9K	+$721.9K	$10.5M
27	Peak Financial Management, Inc. added	Shares	+30.3K	+$665.1K	$9.8M
28	Blue Trust, Inc. added	Shares	+31.7K	+$597.4K	$35.8M
29	Midwest Financial Group LLC added	Shares	+22.8K	+$499.0K	$7.7M
30	Midwest Financial Network, LLC new	Shares	+21.1K	+$488.8K	$488.8K
31	MONEYWISE, INC. added	Shares	+17.6K	+$403.8K	$1.2M
32	Strategic Blueprint, LLC added	Shares	+16.9K	+$378.4K	$3.5M
33	Kenora Financial, LLC added	Shares	+16.0K	+$367.2K	$954.0K
34	FIFTH THIRD SECURITIES, INC. added	Shares	+16.4K	+$354.5K	$6.8M
35	SigFig Wealth Management, LLC added	Shares	+14.3K	+$338.0K	$11.2M
36	Revolve Wealth Partners, LLC added	Shares	+17.4K	+$336.9K	$17.5M
37	SAX WEALTH ADVISORS, LLC added	Shares	+14.1K	+$324.7K	$756.6K
38	JOHNSON INVESTMENT COUNSEL INC added	Shares	+13.7K	+$314.2K	$795.3K
39	CLIENT 1ST ADVISORY GROUP, LLC added	Shares	+14.0K	+$292.2K	$8.4M
40	MISSION WEALTH MANAGEMENT, LP added	Shares	+11.6K	+$265.2K	$858.2K
41	LIFELONG WEALTH ADVISORS, INC. added	Shares	+12.2K	+$265.0K	$4.6M
42	Friday Financial new	Shares	+11.5K	+$264.2K	$264.2K
43	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+12.2K	+$255.6K	$7.4M
44	RDA Financial Network added	Shares	+10.9K	+$244.2K	$2.2M
45	HBW ADVISORY SERVICES LLC new	Shares	+10.2K	+$236.9K	$236.9K
46	Sharkey, Howes & Javer added	Shares	+10.2K	+$233.4K	$1.1M
47	Unify Financial Advisors added	Shares	+11.4K	+$229.2K	$8.9M
48	Focus Financial Network, Inc. added	Shares	+10.3K	+$217.5K	$5.3M
49	Columbus Macro, LLC added	Shares	+11.7K	+$215.0K	$14.5M
50	Emerald Advisors, LLC new	Shares	+9.0K	+$208.2K	$208.2K

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