Filing Research | SCHWAB STRATEGIC TR Institutional Holdings

Snapshot holdings

50 / 586 loaded

#		Instrument	quantity
1	SAGE FINANCIAL GROUP INC	Shares	23.0MSH	$677.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.2MSH	$334.0M
3	Kohmann Bosshard Financial Services, LLC	Shares	7.9MSH	$232.6M
4	Farther Finance Advisors, LLC	Shares	5.9MSH	$174.8M
5	JOHNSON INVESTMENT COUNSEL INC	Shares	5.5MSH	$161.6M
6	FINANCIAL CONSULATE, INC	Shares	5.3MSH	$155.0M
7	Orgel Wealth Management, LLC	Shares	4.7MSH	$137.1M
8	Charles Schwab Trust Co	Shares	4.2MSH	$124.7M
9	FSA Investment Group, LLC	Shares	4.1MSH	$119.4M
10	GREENWOOD GEARHART LLC	Shares	3.7MSH	$109.2M
11	SIMS INVESTMENT MANAGEMENT, LLC	Shares	3.3MSH	$98.6M
12	Financial Solutions Advisory Group, Inc.	Shares	2.7MSH	$79.5M
13	Standpoint Asset Management, LLC	Shares	2.6MSH	$75.5M
14	Legacy Wealth Management, LLC	Shares	2.2MSH	$63.5M
15	McGlone Suttner Wealth Management, Inc.	Shares	2.1MSH	$61.8M
16	Bangor Savings Bank	Shares	2.1MSH	$61.3M
17	SigFig Wealth Management, LLC	Shares	2.1MSH	$61.1M
18	Financial Management Professionals, Inc.	Shares	2.1MSH	$60.6M
19	Scarborough Advisors, LLC	Shares	1.9MSH	$56.6M
20	Red Door Wealth Management, LLC	Shares	1.9MSH	$56.5M
21	Richardson Capital Management LLC	Shares	1.8MSH	$52.7M
22	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	1.8MSH	$52.0M
23	Courage Miller Partners, LLC	Shares	1.7MSH	$50.9M
24	FIDELIS iM, LLC	Shares	1.6MSH	$47.7M
25	Newman Dignan & Sheerar, Inc.	Shares	1.6MSH	$45.9M
26	Foster Victor Wealth Advisors, LLC	Shares	1.4MSH	$42.5M
27	ACCESS FINANCIAL SERVICES, INC.	Shares	1.4MSH	$41.4M
28	Sequoia Financial Advisors, LLC	Shares	1.4MSH	$40.8M
29	Dynamic Advisor Solutions LLC	Shares	1.4MSH	$39.9M
30	Gleason Group, Inc.	Shares	1.3MSH	$37.2M
31	HRC WEALTH MANAGEMENT, LLC	Shares	1.2MSH	$36.6M
32	Christensen, King & Associates Investment Services, Inc.	Shares	1.1MSH	$33.6M
33	Embree Financial Group	Shares	1.1MSH	$31.7M
34	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	1.1MSH	$31.0M
35	SALEM INVESTMENT COUNSELORS INC	Shares	957.5KSH	$28.2M
36	Sage Financial Management Group, Inc.	Shares	950.6KSH	$28.0M
37	Essex LLC	Shares	946.4KSH	$27.9M
38	GEN Financial Management, INC.	Shares	936.4KSH	$27.6M
39	MANCHESTER FINANCIAL INC	Shares	904.5KSH	$26.6M
40	Alpha Zero LLC	Shares	875.5KSH	$25.9M
41	Sprinkle Financial Consultants LLC	Shares	826.3KSH	$24.3M
42	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	817.5KSH	$24.1M
43	White & Co Financial Planning Inc	Shares	815.7KSH	$24.0M
44	Abound Wealth Management	Shares	808.1KSH	$23.8M
45	MFA WEALTH ADVISORS, LLC	Shares	806.1KSH	$23.7M
46	MISSION WEALTH MANAGEMENT, LP	Shares	795.4KSH	$23.4M
47	Koesten, Hirschmann & Crabtree, INC.	Shares	794.5KSH	$23.4M
48	Investors Research Corp	Shares	780.9KSH	$23.0M
49	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	776.4KSH	$22.9M
50	Family Legacy Financial Solutions, LLC	Shares	759.6KSH	$22.4M

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

50 / 600 loaded

#		Instrument
1	SAGE FINANCIAL GROUP INC trimmed	Shares	-106.4K	+$84.4M	$677.0M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+221.5K	+$49.3M	$334.0M
3	Farther Finance Advisors, LLC added	Shares	+1.0M	+$47.5M	$174.8M
4	Kohmann Bosshard Financial Services, LLC added	Shares	+321.7K	+$38.2M	$232.6M
5	JOHNSON INVESTMENT COUNSEL INC added	Shares	+358.1K	+$30.0M	$161.6M
6	FSA Investment Group, LLC added	Shares	+259.1K	+$22.0M	$119.4M
7	FINANCIAL CONSULATE, INC added	Shares	+74.8K	+$21.9M	$155.0M
8	GREENWOOD GEARHART LLC added	Shares	+188.3K	+$18.9M	$109.2M
9	Charles Schwab Trust Co added	Shares	+77.9K	+$18.1M	$124.7M
10	Orgel Wealth Management, LLC trimmed	Shares	-32.5K	+$16.8M	$137.1M
11	Blackhawk Capital Partners, LLC added	Shares	+531.8K	+$15.8M	$16.9M
12	MISSION WEALTH MANAGEMENT, LP added	Shares	+447.7K	+$14.5M	$23.4M
13	SigFig Wealth Management, LLC added	Shares	+258.0K	+$14.1M	$61.1M
14	SIMS INVESTMENT MANAGEMENT, LLC added	Shares	+43.8K	+$13.8M	$98.6M
15	Standpoint Asset Management, LLC unchanged	Shares	0	+$9.7M	$75.5M
16	Aprio Wealth Management, LLC added	Shares	+320.3K	+$9.6M	$10.9M
17	Financial Solutions Advisory Group, Inc. trimmed	Shares	-76.4K	+$8.8M	$79.5M
18	McGlone Suttner Wealth Management, Inc. added	Shares	+3.7K	+$8.1M	$61.8M
19	KAVAR CAPITAL PARTNERS GROUP, LLC added	Shares	+51.6K	+$8.0M	$52.0M
20	J.W. COLE ADVISORS, INC. new	Shares	+263.3K	+$7.7M	$7.7M
21	Foster Victor Wealth Advisors, LLC added	Shares	+152.3K	+$7.4M	$42.5M
22	Dynamic Advisor Solutions LLC added	Shares	+72.9K	+$7.0M	$39.9M
23	Red Door Wealth Management, LLC trimmed	Shares	-11.6K	+$7.0M	$56.5M
24	FIDELIS iM, LLC added	Shares	+31.9K	+$7.0M	$47.7M
25	Richardson Capital Management LLC trimmed	Shares	-4.4K	+$6.7M	$52.7M
26	Courage Miller Partners, LLC trimmed	Shares	-4.0K	+$6.5M	$50.9M
27	Newman Dignan & Sheerar, Inc. trimmed	Shares	-429	+$5.9M	$45.9M
28	Alpha Zero LLC added	Shares	+83.7K	+$5.6M	$25.9M
29	Gleason Group, Inc. added	Shares	+7.6K	+$5.0M	$37.2M
30	Legacy Wealth Management, LLC trimmed	Shares	-125.0K	+$5.0M	$63.5M
31	ACCESS FINANCIAL SERVICES, INC. trimmed	Shares	-19.5K	+$4.8M	$41.4M
32	Sequoia Financial Advisors, LLC trimmed	Shares	-28.9K	+$4.5M	$40.8M
33	HRC WEALTH MANAGEMENT, LLC trimmed	Shares	-13.1K	+$4.4M	$36.6M
34	Redhawk Wealth Advisors, Inc. added	Shares	+71.8K	+$4.2M	$18.6M
35	Christensen, King & Associates Investment Services, Inc. trimmed	Shares	-6.8K	+$4.2M	$33.6M
36	SALEM INVESTMENT COUNSELORS INC added	Shares	+17.4K	+$4.1M	$28.2M
37	THREADGILL FINANCIAL, LLC new	Shares	+138.0K	+$4.0M	$4.0M
38	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+843	+$4.0M	$31.0M
39	IFP Advisors, Inc added	Shares	+43.6K	+$4.0M	$22.3M
40	MFA WEALTH ADVISORS, LLC added	Shares	+34.1K	+$3.9M	$23.7M
41	Investors Research Corp added	Shares	+32.9K	+$3.8M	$23.0M
42	Essex LLC added	Shares	+7.7K	+$3.8M	$27.9M
43	GEN Financial Management, INC. added	Shares	+5.2K	+$3.7M	$27.6M
44	Family Legacy Financial Solutions, LLC added	Shares	+34.2K	+$3.6M	$22.4M
45	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+71.8K	+$3.6M	$13.6M
46	Sage Financial Management Group, Inc. trimmed	Shares	-2.2K	+$3.5M	$28.0M
47	Financial Management Professionals, Inc. trimmed	Shares	-175.2K	+$3.3M	$60.6M
48	Abound Wealth Management added	Shares	+8.8K	+$3.3M	$23.8M
49	White & Co Financial Planning Inc added	Shares	+7.3K	+$3.3M	$24.0M
50	Apollon Wealth Management, LLC added	Shares	+54.2K	+$3.0M	$12.7M

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