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Who holds SCHE

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

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FundSharesValue% of portfolio
CFG Wealth Management Services, Inc.159.8K$5.3B4.9%
Creative Planning21.1M$764.6M0.4%
Financial Engines Advisors L.L.C.15.1M$548.4M1.0%
Vermillion Wealth Management, Inc.6.8K$247.5M0.1%
US BANCORP \DE\3.4M$123.8M0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.2M$115.2M0.1%
SageView Advisory Group, LLC3.2M$114.9M3.8%
Rakuten Investment Management, Inc.2.9M$105.9M0.3%
JONES FINANCIAL COMPANIES LLLP2.4M$84.1M0.0%
REBALANCE, LLC2.3M$83.3M4.4%
MORGAN STANLEY2.3M$83.0M0.0%
Orgel Wealth Management, LLC2.2M$79.7M1.5%
MATHER GROUP, LLC.2.1M$76.8M0.7%
MONETA GROUP INVESTMENT ADVISORS LLC1.9M$70.4M0.5%
Sanctuary Advisors, LLC1.8M$63.9M0.3%
Krilogy Financial LLC1.7M$63.0M1.9%
Charles Schwab Trust Co1.7M$59.9M3.3%
ENVESTNET ASSET MANAGEMENT INC1.6M$56.7M0.0%
JPMORGAN CHASE & CO1.6M$56.5M0.0%
FMR LLC1.5M$56.2M0.0%
Mariner, LLC1.5M$55.8M0.1%
Heartwood Wealth Advisors LLC1.5M$55.1M4.3%
WELLS FARGO & COMPANY/MN1.5M$54.0M0.0%
Corient Private Wealth LP1.4M$52.5M0.1%
Mountain Capital Investment Advisors Inc.1.4M$52.4M7.5%
MERCER GLOBAL ADVISORS INC /ADV1.4M$50.5M0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.3M$47.0M0.1%
Fund Evaluation Group, LLC1.2M$41.8M1.1%
RAINEY & RANDALL WEALTH ADVISORS INC.1.1M$39.7M5.7%
Waverly Advisors, LLC1.0M$36.9M0.2%
Wealthspire Advisors, LLC1.0M$36.5M0.2%
COOPER/HAIMS ADVISORS, LLC992.9K$36.0M15.5%
JMG Financial Group, Ltd.960.6K$34.8M0.8%
Cerity Partners LLC901.1K$32.7M0.0%
UBS Group AG893.7K$32.4M0.0%
BENJAMIN EDWARDS INC857.6K$31.1M0.3%
Cetera Investment Advisers823.7K$29.9M0.0%
HBK Sorce Advisory LLC768.7K$28.2M0.5%
SCS Capital Management LLC737.6K$26.7M0.3%
OSAIC HOLDINGS, INC.694.8K$25.2M0.0%
Focus Partners Wealth682.5K$24.7M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP637.3K$23.1M0.0%
Ballentine Partners, LLC636.1K$23.1M0.3%
BlueSky Wealth Advisors, LLC623.2K$22.6M2.6%
93 Financial Group, LLC617.3K$22.4M8.8%
THRIVENT FINANCIAL FOR LUTHERANS518.5K$18.8M0.0%
SUMMIT WEALTH & RETIREMENT PLANNING, INC.507.9K$18.4M3.9%
TruNorth Capital Management, LLC496.7K$18.0M2.9%
NAPLES GLOBAL ADVISORS, LLC492.4K$17.9M1.1%
PRINCIPAL SECURITIES, INC.480.4K$17.4M0.2%
Alliance Wealth Management Group476.6K$17.3M3.4%
Towercrest Capital Management476.6K$17.3M2.4%
Boyd Wealth Management, LLC465.6K$16.9M6.4%
Savant Capital, LLC473.5K$16.4M0.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma440.4K$16.0M0.2%
Procyon Advisors, LLC428.3K$15.5M0.7%
DROMS STRAUSS ADVISORS INC /MO/ /ADV414.8K$15.0M3.4%
KLINGENSTEIN FIELDS & CO LP412.2K$14.9M0.5%
COMMONWEALTH EQUITY SERVICES, LLC406.3K$14.7M0.0%
Pathstone Holdings, LLC394.4K$14.3M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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