CUSIP 808524581
SCHWAB STRATEGIC TR
56 institutions · $116.3M total · 2,398,371 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | North Berkeley Wealth Management, LLC | 224,587 | $22.6M | 9.36% | 2025-12-31 |
| 2 | UPTICK PARTNERS, LLC | 144,540 | $14.5M | 6.02% | 2025-12-31 |
| 3 | JANE STREET GROUP, LLC | 101,066 | $10.2M | 4.21% | 2025-12-31 |
| 4 | Savant Capital, LLC | 95,081 | $9.6M | 3.96% | 2025-12-31 |
| 5 | Addison Capital Co | 91,045 | $9.1M | 3.79% | 2025-12-31 |
| 6 | Tower Research Capital LLC (TRC) | 77,303 | $7.8M | 3.22% | 2025-12-31 |
| 7 | WealthPlan Investment Management, LLC | 71,131 | $7.1M | 2.96% | 2025-12-31 |
| 8 | Encompass More Asset Management | 49,794 | $5.0M | 2.07% | 2025-12-31 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,217 | $3.9M | 1.63% | 2025-09-30 |
| 10 | MGO ONE SEVEN LLC | 32,875 | $3.3M | 1.37% | 2025-12-31 |
| 11 | Bleakley Financial Group, LLC | 16,924 | $1.7M | 0.70% | 2025-12-31 |
| 12 | Luken Investment Analytics, LLC | 14,579 | $1.5M | 0.60% | 2025-12-31 |
| 13 | Crumly & Associates Inc. | 13,617 | $1.4M | 0.56% | 2025-12-31 |
| 14 | UBS Group AG | 13,051 | $1.3M | 0.54% | 2025-12-31 |
| 15 | Spinnaker Investment Group, LLC | 12,977 | $1.3M | 0.54% | 2025-09-30 |
| 16 | Belpointe Asset Management LLC | 11,665 | $1.2M | 0.48% | 2025-12-31 |
| 17 | Mascagni Wealth Management, Inc. | 10,421 | $1.0M | 0.43% | 2025-12-31 |
| 18 | Focus Partners Advisor Solutions, LLC | 10,041 | $1.0M | 0.41% | 2025-12-31 |
| 19 | Able Wealth Management LLC | 9,939 | $1.0M | 0.41% | 2025-09-30 |
| 20 | Keystone Financial Group | 920,223 | $920.2K | 38.36% | 2025-09-30 |
| 21 | McAdam, LLC | 8,421 | $846.2K | 0.35% | 2025-12-31 |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | 6,790 | $683.2K | 0.28% | 2025-09-30 |
| 23 | Foundations Investment Advisors, LLC | 6,608 | $664.0K | 0.27% | 2025-12-31 |
| 24 | Almanack Investment Partners, LLC. | 6,505 | $653.7K | 0.27% | 2025-12-31 |
| 25 | Csenge Advisory Group | 6,136 | $616.6K | 0.25% | 2025-12-31 |
| 26 | Golden State Equity Partners | 5,849 | $588.5K | 0.24% | 2025-09-30 |
| 27 | WealthShield Partners, LLC | 5,734 | $576.2K | 0.23% | 2025-12-31 |
| 28 | ROMAN BUTLER FULLERTON & CO | 5,148 | $518.2K | 0.21% | 2025-09-30 |
| 29 | Worth Asset Management, LLC | 4,427 | $444.8K | 0.18% | 2025-12-31 |
| 30 | Claris Financial LLC | 4,248 | $426.9K | 0.17% | 2025-12-31 |
| 31 | Real Talk Capital, LLC | 4,073 | $409.3K | 0.16% | 2025-12-31 |
| 32 | Pinnacle Family Advisors, LLC | 3,987 | $400.6K | 0.16% | 2025-12-31 |
| 33 | Comprehensive Financial Consultants Institutional, Inc. | 3,562 | $358.4K | 0.14% | 2025-09-30 |
| 34 | Flagship Capital Management Inc. | 3,484 | $350.1K | 0.14% | 2025-12-31 |
| 35 | AssuredPartners Investment Advisors, LLC | 3,316 | $333.7K | 0.13% | 2025-09-30 |
| 36 | Wolfstich Capital, LLC | 315,901 | $315.9K | 13.17% | 2025-12-31 |
| 37 | CALTON & ASSOCIATES, INC. | 2,970 | $298.4K | 0.12% | 2025-12-31 |
| 38 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2,742 | $275.5K | 0.11% | 2025-12-31 |
| 39 | Summit X, LLC | 2,726 | $273.3K | 0.11% | 2025-06-30 |
| 40 | Vermillion Wealth Management, Inc. | 2,538 | $255.0K | 0.10% | 2025-12-31 |
| 41 | United Advisor Group, LLC | 2,395 | $240.7K | 0.09% | 2025-12-31 |
| 42 | BNP PARIBAS FINANCIAL MARKETS | 2,353 | $236.4K | 0.09% | 2025-12-31 |
| 43 | Sanctuary Advisors, LLC | 2,311 | $232.2K | 0.09% | 2025-12-31 |
| 44 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,006 | $201.6K | 0.08% | 2025-12-31 |
| 45 | EVERGREEN CAPITAL MANAGEMENT LLC | 2,000 | $201.0K | 0.08% | 2025-12-31 |
| 46 | Farther Finance Advisors, LLC | 1,238 | $124.6K | 0.05% | 2025-09-30 |
| 47 | OSAIC HOLDINGS, INC. | 952 | $95.7K | 0.03% | 2025-12-31 |
| 48 | HARBOUR INVESTMENTS, INC. | 620 | $62.3K | 0.02% | 2025-12-31 |
| 49 | JPMORGAN CHASE & CO | 602 | $60.5K | 0.02% | 2025-12-31 |
| 50 | Hartford Financial Management Inc. | 524 | $52.7K | 0.02% | 2025-12-31 |
| 51 | Johnson Financial Group, Inc. | 245 | $24.7K | 0.01% | 2025-09-30 |
| 52 | West Branch Capital LLC | 151 | $15.2K | 0.00% | 2025-12-31 |
| 53 | Financial Management Professionals, Inc. | 28 | $2.8K | 0.00% | 2025-12-31 |
| 54 | HRT FINANCIAL LP | 9,960 | $1.0K | 0.41% | 2025-12-31 |
| 55 | Cambridge Investment Research Advisors, Inc. | 7,487 | $752 | 0.31% | 2025-12-31 |
| 56 | GW&K Investment Management, LLC | 258 | $26 | 0.01% | 2025-09-30 |