CUSIP 808515605
SCHWAB VALUE ADVANTAGE M
50 institutions · $224.9M total · 279,128,715 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 49,935,279 | $49.9M | 17.88% | 2025-12-31 |
| 2 | MFA Wealth Advisors, LLC | 31,527,855 | $31.5M | 11.29% | 2024-09-30 |
| 3 | Redwood Wealth Management Group, LLC | 20,416,094 | $20.4M | 7.31% | 2025-12-31 |
| 4 | KANAWHA CAPITAL MANAGEMENT LLC | 16,348,914 | $16.3M | 5.85% | 2024-09-30 |
| 5 | TUCKER ASSET MANAGEMENT LLC | 16,162,618 | $16.2M | 5.79% | 2024-12-31 |
| 6 | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 15,760,370 | $15.8M | 5.64% | 2024-09-30 |
| 7 | Game Plan Financial Advisors, LLC | 10,573,129 | $10.6M | 3.78% | 2025-12-31 |
| 8 | Fairfield Financial Advisors, LTD | 8,284,941 | $8.3M | 2.96% | 2025-09-30 |
| 9 | Financial Gravity Companies, Inc. | 8,191,805 | $8.2M | 2.93% | 2025-06-30 |
| 10 | Coastwise Capital Group, LLC | 6,745,160 | $6.7M | 2.41% | 2025-12-31 |
| 11 | Blueprint Investment Partners LLC | 4,691,592 | $4.7M | 1.68% | 2024-03-31 |
| 12 | Trivant Custom Portfolio Group, LLC | 4,590,987 | $4.6M | 1.64% | 2025-09-30 |
| 13 | Vermillion Wealth Management, Inc. | 4,252,763 | $4.3M | 1.52% | 2025-09-30 |
| 14 | Strategic Investment Solutions, Inc. /IL | 3,906,916 | $3.9M | 1.39% | 2023-09-30 |
| 15 | Westside Investment Management, Inc. | 3,833,629 | $3.8M | 1.37% | 2025-12-31 |
| 16 | Garton & Associates Financial Advisors LLC | 3,543,409 | $3.5M | 1.26% | 2025-12-31 |
| 17 | Livelsberger Financial Advisory | 2,829,606 | $2.8M | 1.01% | 2024-03-31 |
| 18 | Financial Gravity Asset Management, Inc. | 1,631,466 | $1.6M | 0.58% | 2025-12-31 |
| 19 | Luminist Capital LLC | 1,454,557 | $1.5M | 0.52% | 2025-09-30 |
| 20 | Hurley Capital, LLC | 1,433,672 | $1.4M | 0.51% | 2025-09-30 |
| 21 | Anderson Financial Strategies, LLC | 1,139,473 | $1.1M | 0.40% | 2024-12-31 |
| 22 | TWIN CAPITAL MANAGEMENT INC | 1,114,028 | $1.1M | 0.39% | 2025-03-31 |
| 23 | Dale Q Rice Investment Management Ltd | 816,834 | $816.8K | 0.29% | 2025-12-31 |
| 24 | CHESAPEAKE ASSET MANAGEMENT LLC | 714,338 | $714.3K | 0.25% | 2025-12-31 |
| 25 | PSI Advisors, LLC | 663,185 | $663.2K | 0.23% | 2025-09-30 |
| 26 | ARCADIA INVESTMENT ADVISORS LLC | 648,100 | $648.1K | 0.23% | 2024-12-31 |
| 27 | DCM Advisors, LLC | 627,099 | $627.1K | 0.22% | 2024-09-30 |
| 28 | ITHAKA GROUP LLC | 516,424 | $516.4K | 0.18% | 2025-12-31 |
| 29 | ORG Partners LLC | 477,674 | $477.7K | 0.17% | 2023-12-31 |
| 30 | Windham Capital Management, LLC | 424,377 | $424.4K | 0.15% | 2023-12-31 |
| 31 | Kohmann Bosshard Financial Services, LLC | 424,263 | $424.3K | 0.15% | 2025-12-31 |
| 32 | Brooklyn Investment Group | 290,273 | $290.3K | 0.10% | 2025-06-30 |
| 33 | SHAPIRO CAPITAL MANAGEMENT LLC | 288,897 | $288.9K | 0.10% | 2023-12-31 |
| 34 | Financially Speaking Inc | 220,398 | $220.4K | 0.07% | 2025-12-31 |
| 35 | eCIO, Inc. | 128,295 | $128.3K | 0.04% | 2025-09-30 |
| 36 | RFP Financial Group LLC | 114,307 | $114.3K | 0.04% | 2025-12-31 |
| 37 | Eagle Bay Advisors LLC | 31,405 | $31.4K | 0.01% | 2023-12-31 |
| 38 | Private Capital Advisors, Inc. | 28,140 | $28.1K | 0.01% | 2025-12-31 |
| 39 | DIVIDEND ASSETS CAPITAL, LLC | 24,899,094 | $24.9K | 8.92% | 2023-12-31 |
| 40 | STONEBRIDGE CAPITAL MANAGEMENT INC | 24,455,262 | $24.5K | 8.76% | 2025-06-30 |
| 41 | CCM INVESTMENT ADVISERS LLC | 15,013 | $15.0K | 0.00% | 2025-12-31 |
| 42 | Laffer Tengler Investments | 5,529 | $5.5K | 0.00% | 2024-06-30 |
| 43 | Main Management LLC | 2,258,835 | $2.3K | 0.80% | 2025-12-31 |
| 44 | Fortune Financial Group, Inc. | 2,016,066 | $2.2K | 0.72% | 2025-12-31 |
| 45 | Quest 10 Wealth Builders, Inc. | 1,208 | $1.2K | 0.00% | 2024-12-31 |
| 46 | Copeland Capital Management, LLC | 898 | $898 | 0.00% | 2025-09-30 |
| 47 | Lester Murray Antman dba SimplyRich | 627,986 | $627 | 0.22% | 2025-06-30 |
| 48 | VIMA LLC | 1,000 | $176 | 0.00% | 2024-03-31 |
| 49 | RE Dickinson Investment Advisors, LLC | 50,000 | $50 | 0.01% | 2023-09-30 |
| 50 | Coston, McIsaac & Partners | 15,552 | $15 | 0.00% | 2025-12-31 |