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Who holds SCHA

SCHWAB STRATEGIC TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
CFG Wealth Management Services, Inc.154.5K$4.4B4.1%
Empower Advisory Group, LLC37.7M$1.4B3.2%
SEI INVESTMENTS CO13.9M$502.5M0.4%
BANK OF AMERICA CORP /DE/13.8M$496.9M0.0%
Vermillion Wealth Management, Inc.7.6K$275.3M0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6.1M$220.4M0.1%
Creative Planning5.9M$212.2M0.1%
UBS Group AG5.2M$186.8M0.0%
Financial Engines Advisors L.L.C.4.2M$151.4M0.3%
Advisory Alpha, LLC3.8M$137.2M3.4%
Cerity Partners LLC4.0M$136.2M0.2%
Mariner, LLC3.3M$118.8M0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.8M$97.4M0.2%
LPL Financial LLC2.6M$95.4M0.0%
Savant Capital, LLC2.9M$95.0M0.3%
Steele Capital Management, Inc.2.3M$82.2M3.0%
10Elms LLP2.2K$81.2M0.0%
MONETA GROUP INVESTMENT ADVISORS LLC2.1M$75.5M0.6%
JONES FINANCIAL COMPANIES LLLP2.1M$75.2M0.0%
MERCER GLOBAL ADVISORS INC /ADV2.0M$73.4M0.1%
VANTAGEPOINT INVESTMENT ADVISERS LLC2.0M$73.2M0.5%
OSAIC HOLDINGS, INC.1.9M$68.7M0.1%
Betterment LLC1.8M$63.4M0.1%
SIMS INVESTMENT MANAGEMENT, LLC1.7M$62.7M19.4%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC1.7M$61.2M0.4%
ENVESTNET ASSET MANAGEMENT INC1.7M$60.5M0.0%
Focus Partners Wealth1.7M$60.3M0.1%
CoreCap Advisors, LLC1.7M$59.9M1.8%
MORGAN STANLEY1.6M$57.8M0.0%
Golden Reserve Retirement LLC1.5M$55.2M8.7%
Gemmer Asset Management LLC1.5M$54.8M3.7%
93 Financial Group, LLC1.5M$54.5M21.5%
RMG Wealth Management LLC1.5M$52.7M5.4%
Kohmann Bosshard Financial Services, LLC1.4M$52.1M4.4%
Cetera Investment Advisers1.3M$48.0M0.0%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO1.3M$47.4M0.0%
Corient Private Wealth LP1.2M$44.9M0.1%
Mokosak Advisory Group, LLC1.2M$42.8M9.3%
RAINEY & RANDALL WEALTH ADVISORS INC.1.2M$42.5M6.1%
CAPTRUST FINANCIAL ADVISORS1.1M$41.3M0.1%
JOHNSON INVESTMENT COUNSEL INC1.1M$41.0M0.3%
BlueSky Wealth Advisors, LLC1.1M$39.6M4.6%
Kestra Advisory Services, LLC1.0M$36.8M0.1%
Beacon Pointe Advisors, LLC997.2K$36.0M0.2%
KLINGENSTEIN FIELDS & CO LP991.4K$35.8M1.3%
Noble Family Wealth, LLC988.5K$35.7M6.4%
TruNorth Capital Management, LLC947.3K$34.2M5.5%
ForthRight Wealth Management, LLC942.4K$34.0M8.7%
RAYMOND JAMES FINANCIAL INC935.4K$33.8M0.0%
Dynamic Advisor Solutions LLC899.3K$32.5M0.9%
EXCHANGE TRADED CONCEPTS, LLC892.7K$32.3M0.1%
Merit Financial Group, LLC875.0K$31.6M0.2%
WELLS FARGO & COMPANY/MN869.8K$31.4M0.0%
Charles Schwab Trust Co869.3K$31.4M1.8%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC858.3K$31.0M0.4%
FIDELIS iM, LLC840.7K$30.4M10.4%
OLD NATIONAL BANCORP /IN/838.9K$30.3M0.6%
GOLDMAN SACHS GROUP INC830.7K$30.0M0.0%
Chicago Partners Investment Group LLC860.5K$29.5M0.6%
Cambridge Investment Research Advisors, Inc.786.6K$28.4M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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