Home › SCHC

Who holds SCHC

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

Export CSV

FundSharesValue% of portfolio
CFG Wealth Management Services, Inc.20.7K$953.4M0.9%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC4.5M$215.4M0.7%
Savant Capital, LLC3.9M$185.7M0.5%
Creative Planning2.8M$136.1M0.1%
JONES FINANCIAL COMPANIES LLLP2.5M$120.0M0.0%
McAdam, LLC1.7M$82.4M3.2%
SageView Advisory Group, LLC1.7M$82.0M2.7%
BlackRock, Inc.1.5M$71.5M0.0%
PNC FINANCIAL SERVICES GROUP, INC.1.2M$59.8M0.0%
STATE STREET CORP1.2M$56.1M0.0%
Johnson Financial Group, LLC1.1M$54.4M2.9%
MATHER GROUP, LLC.1.1M$53.1M0.5%
Focus Partners Wealth962.7K$46.3M0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma951.4K$45.8M0.7%
CHOREO, LLC813.8K$39.2M0.4%
St. Louis Trust Co87.2K$37.0M4.2%
ENVESTNET ASSET MANAGEMENT INC721.4K$34.7M0.0%
Corient Private Wealth LP623.9K$30.0M0.0%
Charles Schwab Trust Co619.2K$29.8M1.7%
Pure Financial Advisors, LLC614.0K$29.5M0.4%
Vise Technologies, Inc.491.2K$23.6M0.3%
GHP Investment Advisors, Inc.481.7K$23.2M0.9%
CAPTRUST FINANCIAL ADVISORS417.5K$20.1M0.0%
UBS Group AG414.5K$19.9M0.0%
Tortoise Investment Management, LLC365.3K$17.6M1.3%
Diversify Advisory Services, LLC347.5K$16.7M0.3%
DIVERSIFY WEALTH MANAGEMENT, LLC347.5K$16.7M0.3%
RAYMOND JAMES FINANCIAL INC326.2K$15.7M0.0%
TIAA TRUST, NATIONAL ASSOCIATION306.2K$14.7M0.9%
Rockbridge Investment Management, LCC298.8K$14.4M1.2%
Nicholas Hoffman & Company, LLC.296.7K$14.3M0.3%
MORGAN STANLEY285.4K$13.7M0.0%
White & Co Financial Planning Inc265.5K$12.8M7.9%
Brooklyn FI, LLC260.2K$12.6M2.3%
Cetera Investment Advisers257.0K$12.4M0.0%
Summit Financial, LLC253.4K$12.2M0.1%
HANCOCK WHITNEY CORP247.6K$11.9M0.2%
Fund Evaluation Group, LLC247.0K$11.9M0.3%
Mariner, LLC213.7K$10.3M0.0%
Main Street Financial Solutions, LLC213.1K$10.3M0.7%
OSAIC HOLDINGS, INC.206.2K$9.9M0.0%
Clearwater Capital Advisors, LLC204.9K$9.9M0.7%
Perigon Wealth Management, LLC203.1K$9.8M0.2%
ATLAS CAPITAL ADVISORS INC.192.5K$9.3M1.0%
AMERIPRISE FINANCIAL INC192.4K$9.2M0.0%
BlueSky Wealth Advisors, LLC191.9K$9.2M1.1%
OARSMAN CAPITAL, INC.189.2K$9.1M1.0%
Fort Vancouver Investment Management, LLC185.8K$8.9M4.2%
WELLS FARGO & COMPANY/MN183.1K$8.8M0.0%
BANK OF AMERICA CORP /DE/177.2K$8.5M0.0%
EP Wealth Advisors, LLC174.5K$8.4M0.0%
MISSION WEALTH MANAGEMENT, LP173.5K$8.3M0.1%
Brand Asset Management Group, Inc.170.7K$8.2M1.8%
MONETA GROUP INVESTMENT ADVISORS LLC170.3K$8.2M0.1%
Courage Miller Partners, LLC168.4K$8.1M2.1%
Redwood Investment Management, LLC227.8K$7.8M0.8%
KEYVANTAGE WEALTH, LLC162.2K$7.8M3.0%
Strategic Financial Planning, Inc.160.4K$7.7M4.0%
Procyon Advisors, LLC156.7K$7.5M0.3%
KING LUTHER CAPITAL MANAGEMENT CORP153.5K$7.4M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}