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Who holds SCHM

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

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FundSharesValue% of portfolio
CFG Wealth Management Services, Inc.140.3K$4.3B4.0%
Financial Engines Advisors L.L.C.51.8M$1.9B3.4%
Creative Planning29.0M$1.1B0.6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12.6M$463.4M0.2%
MONETA GROUP INVESTMENT ADVISORS LLC11.8M$433.9M3.2%
JONES FINANCIAL COMPANIES LLLP7.3M$266.2M0.1%
Advisory Alpha, LLC7.0M$257.5M6.3%
Cerity Partners LLC5.7M$198.5M0.2%
Legacy Wealth Management, LLC4.3M$158.0M8.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.3M$118.7M0.2%
Savant Capital, LLC3.2M$114.6M0.3%
JMG Financial Group, Ltd.3.1M$113.4M2.7%
Fragasso Financial Advisors Inc2.9M$105.7M5.6%
Mariner, LLC2.6M$96.9M0.1%
UBS Group AG2.3M$84.3M0.0%
LPL Financial LLC2.0M$74.4M0.0%
RAYMOND JAMES FINANCIAL INC1.9M$68.6M0.0%
Prime Capital Investment Advisors, LLC1.8M$67.5M0.7%
Vermillion Wealth Management, Inc.1.8K$66.8M0.0%
Advocacy Wealth Management, LLC1.7M$63.2M2.3%
Waverly Advisors, LLC1.7M$62.7M0.4%
MORGAN STANLEY1.6M$60.8M0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.6M$60.4M0.0%
ENVESTNET ASSET MANAGEMENT INC1.6M$57.2M0.0%
93 Financial Group, LLC1.5M$55.3M21.8%
Beacon Pointe Advisors, LLC1.5M$54.7M0.3%
CAPTRUST FINANCIAL ADVISORS1.4M$52.4M0.1%
Cetera Investment Advisers1.4M$52.3M0.0%
AMERIPRISE FINANCIAL INC1.3M$46.7M0.0%
Summit Asset Management, LLC1.3M$46.4M5.9%
Financial Solutions Advisory Group, Inc.1.3M$45.7M5.8%
Dynamic Advisor Solutions LLC1.2M$44.2M1.3%
BLB&B Advisors, LLC1.2M$44.1M1.6%
Summit Financial Strategies, Inc.1.1M$41.7M2.9%
Focus Partners Wealth1.1M$41.7M0.0%
Mokosak Advisory Group, LLC1.1M$41.7M9.0%
Chicago Partners Investment Group LLC1.1M$38.6M0.8%
SAGE FINANCIAL GROUP INC1.0M$37.1M2.1%
BANK OF AMERICA CORP /DE/965.6K$35.6M0.0%
High Note Wealth, LLC916.6K$33.8M5.8%
BlackRock, Inc.887.4K$32.7M0.0%
MERCER GLOBAL ADVISORS INC /ADV873.1K$32.2M0.0%
CHOREO, LLC871.8K$32.1M0.4%
Gemmer Asset Management LLC863.7K$31.8M2.1%
Cambridge Investment Research Advisors, Inc.841.4K$31.0M0.1%
JOHNSON INVESTMENT COUNSEL INC815.4K$30.1M0.2%
IFP Advisors, Inc775.1K$28.6M0.5%
Koshinski Asset Management, Inc.769.6K$28.4M1.5%
Seneca Financial Advisors LLC767.8K$28.3M7.4%
OSAIC HOLDINGS, INC.766.4K$28.3M0.0%
Financial Planning Navigators CORP730.9K$26.9M10.1%
BERKSHIRE ASSET MANAGEMENT LLC/PA730.7K$26.9M1.1%
Corient Private Wealth LP686.9K$25.3M0.0%
Compass Advisory Group LLC685.0K$25.3M6.0%
RKL Wealth Management LLC683.4K$25.2M2.0%
Curi Capital, LLC683.1K$25.2M0.4%
Bleakley Financial Group, LLC675.1K$24.9M0.3%
Essex LLC673.4K$24.8M3.8%
Lutz Financial Services LLC672.4K$24.8M1.5%
Noble Family Wealth, LLC667.9K$24.6M4.4%
Top Fund Holdings
13F
Top Fund Holdings

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