CUSIP 808524664
SCHWAB STRATEGIC TR
12 institutions · $9.6M total · 355,470 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 281,343 | $8.0M | 79.14% | 2025-12-31 |
| 2 | Legacy Advisory Services, LLC | 36,144 | $888.9K | 10.16% | 2025-09-30 |
| 3 | Sonoma Private Wealth LLC | 10,945 | $295.1K | 3.07% | 2024-12-31 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,756 | $225.7K | 2.46% | 2025-06-30 |
| 5 | Wealth Enhancement Trust Services, Inc. | 3,732 | $102.6K | 1.04% | 2025-12-31 |
| 6 | WFA of San Diego, LLC | 1,913 | $53.5K | 0.53% | 2025-12-31 |
| 7 | UBS Group AG | 548 | $14.1K | 0.15% | 2025-06-30 |
| 8 | Royal Bank of Canada | 200 | $5.0K | 0.05% | 2025-12-31 |
| 9 | FLOW TRADERS U.S. LLC | 11,887 | $327 | 3.34% | 2025-12-31 |
| 10 | MORGAN STANLEY | 1 | $34 | 0.00% | 2025-12-31 |
| 11 | FMR LLC | 1 | $28 | 0.00% | 2025-09-30 |
| 12 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |