FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,173.71-0.12%
XLE57.000.23%
STOXX50E5,860.32-0.39%
XLF51.760.66%
FTSE10,321.09-0.56%
IXIC24,860.380.10%
RUT2,786.57-0.02%
GSPC7,172.700.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM
CUSIP 808524722

SCHWAB STRATEGIC TR

253 institutions · $2.38B total · 72,453,122 shares

#ManagerSharesValue% of TotalPeriod
1Financial Engines Advisors L.L.C.43,678,983$1.43B60.28%2025-12-31
2Legacy Wealth Management, Inc6,117,568$200.7M8.44%2025-12-31
3Warwick Investment Management, Inc.3,502,454$114.9M4.83%2025-12-31
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,477,532$114.1M4.79%2025-12-31
5Creative Planning3,034,439$99.5M4.18%2025-12-31
6ARMSTRONG ADVISORY GROUP, INC2,526,887$82.9M3.48%2025-12-31
7WADDELL & ASSOCIATES, LLC2,071,165$67.9M2.85%2025-12-31
8Plum Street Advisors, LLC696,130$22.8M0.96%2025-12-31
9Focus Partners Wealth477,310$15.7M0.65%2025-12-31
10Main Street Financial Solutions, LLC413,934$13.6M0.57%2025-12-31
11Lighthouse Wealth Management Inc.375,340$12.3M0.51%2025-12-31
12Mariner, LLC285,521$9.4M0.39%2025-12-31
13Blake Schutter Theil Wealth Advisors, LLC250,139$8.2M0.34%2025-12-31
14LPL Financial LLC236,115$7.7M0.32%2025-12-31
15SIGNATURE ESTATE & INVESTMENT ADVISORS LLC205,569$6.7M0.28%2025-12-31
16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC194,308$6.4M0.26%2025-12-31
17NorthRock Partners, LLC179,217$5.9M0.24%2025-12-31
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC146,261$4.9M0.20%2025-12-31
19GOLDMAN SACHS GROUP INC138,364$4.4M0.19%2025-09-30
20HBK Sorce Advisory LLC124,797$4.2M0.17%2025-12-31
21BANK OF AMERICA CORP /DE/125,505$4.0M0.17%2025-12-31
22Donor Advised Charitable Giving, Inc.117,247$3.8M0.16%2025-12-31
23Cerity Partners LLC115,282$3.8M0.15%2025-12-31
24MAI Capital Management109,220$3.6M0.15%2025-12-31
25US BANCORP \DE\108,946$3.6M0.15%2025-12-31
26Principia Wealth Advisory, LLC108,220$3.5M0.14%2025-12-31
27Lido Advisors, LLC108,648$3.5M0.14%2025-12-31
28GTS SECURITIES LLC97,509$3.1M0.13%2025-09-30
29Wescott Financial Advisory Group, LLC90,623$3.0M0.12%2025-12-31
30ORSER CAPITAL MANAGEMENT, LLC83,197$2.7M0.11%2025-12-31
31FMR LLC81,931$2.7M0.11%2025-12-31
32MORGAN STANLEY80,171$2.6M0.11%2025-12-31
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29,587$2.6M0.04%2025-12-31
34Aptus Capital Advisors, LLC79,895$2.6M0.11%2025-12-31
35GUARDIAN WEALTH ADVISORS, LLC / NC79,895$2.6M0.11%2025-12-31
36CAPTRUST FINANCIAL ADVISORS78,753$2.6M0.10%2025-12-31
37Crusonia Wealth Advisors LLC78,464$2.6M0.10%2025-12-31
38FreeGulliver LLC77,041$2.5M0.10%2025-12-31
39Cetera Investment Advisers76,825$2.5M0.10%2025-12-31
40MML INVESTORS SERVICES, LLC70,100$2.3M0.09%2025-12-31
41Kohmann Bosshard Financial Services, LLC57,000$1.9M0.07%2025-12-31
42RENAISSANCE TECHNOLOGIES LLC50,800$1.7M0.07%2025-12-31
43Wolfstich Capital, LLC108,453$1.6M0.14%2025-12-31
44Sherrill & Hutchins Financial Advisory, Inc46,182$1.5M0.06%2025-12-31
45RFG Advisory, LLC45,917$1.5M0.06%2025-12-31
46Richardson Capital Management LLC45,885$1.5M0.06%2025-12-31
47Brookwood Investment Group LLC42,506$1.4M0.05%2025-12-31
48FIDUCIARY FINANCIAL GROUP, LLC40,009$1.3M0.05%2025-12-31
49Diversified Trust Co39,576$1.3M0.05%2025-12-31
50Everhart Financial Group, Inc.37,521$1.2M0.05%2025-12-31
51Catalyst Investment Management LLC36,521$1.2M0.05%2025-12-31
52Clearstead Advisors, LLC33,854$1.1M0.04%2025-12-31
53Gemmer Asset Management LLC33,451$1.1M0.04%2025-12-31
54STIFEL FINANCIAL CORP33,316$1.1M0.04%2025-12-31
55Red Tortoise LLC33,275$1.1M0.04%2025-12-31
56Claro Advisors LLC33,795$1.1M0.04%2025-09-30
57Evanson Asset Management, LLC32,428$1.1M0.04%2025-12-31
58Visionary Wealth Advisors31,593$1.0M0.04%2025-12-31
59Opulen Financial Group LLC31,160$1.0M0.04%2025-12-31
60Avant Capital LLC31,055$1.0M0.04%2025-12-31
61McAdam, LLC30,657$1.0M0.04%2025-12-31
62HighTower Advisors, LLC30,272$992.9K0.04%2025-12-31
63ELEVATION WEALTH PARTNERS, LLC30,262$992.6K0.04%2025-12-31
64Sanctuary Advisors, LLC30,161$989.3K0.04%2025-12-31
65JOHNSON INVESTMENT COUNSEL INC29,627$971.8K0.04%2025-12-31
66Y-Intercept (Hong Kong) Ltd29,510$967.9K0.04%2025-12-31
67SigFig Wealth Management, LLC28,477$934.0K0.03%2025-12-31
68Blue Sky Capital Consultants Group, Inc.28,330$929.2K0.03%2025-12-31
69Merit Financial Group, LLC26,597$872.4K0.03%2025-12-31
70BROWN ADVISORY INC26,000$852.8K0.03%2025-12-31
71RAYMOND JAMES FINANCIAL INC25,741$844.3K0.03%2025-12-31
72COLLECTIVE FAMILY OFFICE LLC25,702$843.0K0.03%2025-12-31
73COMMONWEALTH EQUITY SERVICES, LLC25,476$835.6K0.03%2025-12-31
74Engineers Gate Manager LP25,466$835.3K0.03%2025-12-31
75SUSQUEHANNA INTERNATIONAL GROUP, LLP25,381$832.5K0.03%2025-12-31
76Farther Finance Advisors, LLC24,912$817.1K0.03%2025-12-31
77Prime Capital Investment Advisors, LLC24,827$814.3K0.03%2025-12-31
78CAMBIENT FAMILY OFFICE, LLC23,620$774.7K0.03%2025-12-31
79OLD NATIONAL BANCORP /IN/23,064$756.5K0.03%2025-12-31
80Ancora Advisors LLC22,916$751.6K0.03%2025-12-31
81Allworth Financial LP22,314$716.7K0.03%2025-12-31
82Tower Research Capital LLC (TRC)22,056$708.4K0.03%2025-09-30
83Kaizen Financial Strategies21,003$688.9K0.02%2025-12-31
84Equitable Holdings, Inc.20,876$684.7K0.02%2025-12-31
85SMI Advisory Services, LLC19,574$655.9K0.02%2025-12-31
86Quantinno Capital Management LP19,850$651.1K0.02%2025-12-31
87River Wealth Advisors LLC19,515$640.1K0.02%2025-12-31
88COMERICA BANK19,122$627.2K0.02%2025-12-31
89GAMMA Investing LLC18,364$602.3K0.02%2025-12-31
90D L CARLSON INVESTMENT GROUP INC17,961$589.1K0.02%2025-12-31
91Crewe Advisors LLC17,518$574.6K0.02%2025-12-31
92Corient Private Wealth LLC17,460$572.7K0.02%2025-12-31
93Waverly Advisors, LLC16,583$543.9K0.02%2025-12-31
94Pinion Investment Advisors, LLC16,507$541.4K0.02%2025-12-31
95Stratos Wealth Advisors, LLC16,110$528.4K0.02%2025-12-31
96Vise Technologies, Inc.15,839$519.5K0.02%2025-12-31
97Associated Banc-Corp15,838$519.5K0.02%2025-12-31
98Alamar Capital Management, LLC16,031$514.9K0.02%2025-09-30
99MILLENNIUM MANAGEMENT LLC15,608$511.9K0.02%2025-12-31
100HEADINVEST, LLC15,794$507.3K0.02%2025-09-30
101Chicago Partners Investment Group LLC15,077$501.0K0.02%2025-12-31
102Beacon Pointe Advisors, LLC15,273$500.9K0.02%2025-12-31
103AQR CAPITAL MANAGEMENT LLC14,909$489.0K0.02%2025-12-31
104Welch Group, LLC14,380$471.7K0.01%2025-12-31
105Heartwood Wealth Advisors LLC14,247$467.3K0.01%2025-12-31
106HB Wealth Management, LLC14,010$459.5K0.01%2025-12-31
107U.S. Capital Wealth Advisors, LLC13,618$446.7K0.01%2025-12-31
108Arax Advisory Partners13,393$439.3K0.01%2025-12-31
109Cornerstone Advisory, LLC13,594$436.6K0.01%2025-09-30
110Verity & Verity, LLC13,201$433.0K0.01%2025-12-31
111JPMORGAN CHASE & CO12,984$425.9K0.01%2025-12-31
112OSAIC HOLDINGS, INC.12,978$425.7K0.01%2025-12-31
113Premier Private Wealth Management LLC12,543$419.6K0.01%2025-12-31
114STEVENS CAPITAL PARTNERS12,759$418.5K0.01%2025-12-31
115BRIGHTON JONES LLC12,766$410.1K0.01%2025-09-30
116MERCER GLOBAL ADVISORS INC /ADV12,411$407.1K0.01%2025-12-31
117BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC12,388$406.3K0.01%2025-12-31
118Focus Partners Advisor Solutions, LLC11,805$387.2K0.01%2025-12-31
119LEAVELL INVESTMENT MANAGEMENT, INC.11,325$371.5K0.01%2025-12-31
120Royal Bank of Canada11,168$366.0K0.01%2025-12-31
121FULCRUM WEALTH ADVISORS, LLC10,862$356.3K0.01%2025-12-31
122ENVESTNET ASSET MANAGEMENT INC10,638$341.7K0.01%2025-09-30
123ARS Wealth Advisors Group, LLC10,068$330.2K0.01%2025-12-31
124KINGSWOOD WEALTH ADVISORS, LLC10,018$328.6K0.01%2025-12-31
125OneDigital Investment Advisors LLC9,905$324.9K0.01%2025-12-31
126YHB Investment Advisors, Inc.10,112$324.2K0.01%2025-09-30
127BlackRock, Inc.9,825$322.3K0.01%2025-12-31
128KCM INVESTMENT ADVISORS LLC9,712$318.6K0.01%2025-12-31
129Kestra Advisory Services, LLC9,700$318.1K0.01%2025-12-31
130Meridian Wealth Management, LLC9,682$317.6K0.01%2025-12-31
131Red Door Wealth Management, LLC9,552$313.3K0.01%2025-12-31
132UBS Group AG9,457$310.2K0.01%2025-12-31
133RVW Wealth, LLC9,436$309.5K0.01%2025-12-31
134BANNERMAN WEALTH MANAGEMENT GROUP, LLC9,427$309.2K0.01%2025-12-31
135Robertson Stephens Wealth Management, LLC9,291$304.8K0.01%2025-12-31
136PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV9,287$304.6K0.01%2025-12-31
137Ironwood Financial, llc8,752$293.3K0.01%2025-12-31
138Brucke Financial, Inc.8,939$293.2K0.01%2025-12-31
139AXXCESS WEALTH MANAGEMENT, LLC8,908$292.2K0.01%2025-12-31
140Omega Financial Group, LLC8,894$291.7K0.01%2025-12-31
141Accredited Investors Inc.8,744$286.8K0.01%2025-12-31
142Bouchey Financial Group Ltd8,378$274.8K0.01%2025-12-31
143Miracle Mile Advisors, LLC8,244$270.4K0.01%2025-12-31
144Sequoia Financial Advisors, LLC8,230$269.9K0.01%2025-12-31
145JANE STREET GROUP, LLC8,200$269.0K0.01%2025-12-31
146True Vision MN LLC8,000$262.4K0.01%2025-12-31
147MCF Advisors LLC8,000$262.4K0.01%2025-12-31
148Forvis Mazars Wealth Advisors, LLC7,979$261.7K0.01%2025-12-31
149VESTIA PERSONAL WEALTH ADVISORS7,860$259.9K0.01%2025-12-31
150BANK OF MONTREAL /CAN/7,507$246.2K0.01%2025-12-31
151MANCHESTER FINANCIAL INC7,450$244.4K0.01%2025-12-31
152SPINNAKER TRUST7,244$237.6K0.00%2025-12-31
153Venture Visionary Partners LLC7,303$234.6K0.01%2025-09-30
154Fortis Group Advisors, LLC7,016$233.4K0.00%2025-12-31
155Brooklyn Investment Group6,992$231.5K0.00%2025-12-31
156Prosperity Consulting Group, LLC7,042$231.0K0.00%2025-12-31
157ADAMSBROWN WEALTH CONSULTANTS LLC7,002$229.6K0.00%2025-12-31
158TWO SIGMA SECURITIES, LLC7,014$225.3K0.00%2025-09-30
159Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,833$224.1K0.00%2025-12-31
160Long Island Wealth Management, Inc.6,800$223.0K0.00%2025-12-31
161Grantvest Financial Group LLC6,765$221.9K0.00%2025-12-31
162TUDOR INVESTMENT CORP ET AL6,735$220.9K0.00%2025-12-31
163UPTICK PARTNERS, LLC6,542$214.6K0.00%2025-12-31
164Element Wealth, LLC6,504$213.3K0.00%2025-12-31
165EP Wealth Advisors, LLC6,440$211.2K0.00%2025-12-31
166Integrated Wealth Concepts LLC6,408$210.2K0.00%2025-12-31
167WELCH & FORBES LLC6,502$208.8K0.00%2025-09-30
168SouthState Corp6,320$207.3K0.00%2025-12-31
169BLAIR WILLIAM & CO/IL6,124$200.9K0.00%2025-12-31
170HARBOUR INVESTMENTS, INC.5,692$186.7K0.00%2025-12-31
171Peachtree Investment Partners, LLC5,234$171.7K0.00%2025-12-31
172ROTHSCHILD INVESTMENT LLC4,880$160.1K0.00%2025-12-31
173Pflug Koory, LLC4,850$159.1K0.00%2025-12-31
174Wealthspire Advisors, LLC4,804$154.3K0.00%2025-09-30
175CARDIFF PARK ADVISORS, LLC4,442$145.7K0.00%2025-12-31
176Russell Investments Group, Ltd.4,200$137.8K0.00%2025-12-31
177TD Capital Management LLC4,007$131.4K0.00%2025-12-31
178IFP Advisors, Inc3,891$127.6K0.00%2025-12-31
179AlphaCore Capital LLC3,792$124.4K0.00%2025-12-31
180McIlrath & Eck, LLC3,738$122.6K0.00%2025-12-31
181Qube Research & Technologies Ltd3,511$115.2K0.00%2025-12-31
182HALBERT HARGROVE GLOBAL ADVISORS, LLC3,510$115.1K0.00%2025-12-31
183BARTLETT & CO. WEALTH MANAGEMENT LLC3,294$108.0K0.00%2025-12-31
184Global Retirement Partners, LLC3,277$107.5K0.00%2025-12-31
185NATIONAL BANK OF CANADA /FI/2,572$84.3K0.00%2025-12-31
186Abound Wealth Management2,571$84.3K0.00%2025-12-31
187Strive Financial Group ,LLC2,150$70.5K0.00%2025-12-31
188NewEdge Advisors, LLC1,690$55.4K0.00%2025-12-31
189Blue Trust, Inc.1,500$49.2K0.00%2025-12-31
190Atlantic Union Bankshares Corp1,430$46.9K0.00%2025-12-31
191Garner Asset Management Corp1,341$44.0K0.00%2025-12-31
192Sound Income Strategies, LLC1,306$43.6K0.00%2025-12-31
193Dorato Capital Management1,200$39.9K0.00%2025-12-31
194Key Financial Inc1,179$38.7K0.00%2025-12-31
195Breakwater Investment Management1,174$38.5K0.00%2025-12-31
196Arlington Trust Co LLC1,100$36.1K0.00%2025-12-31
197WELLS FARGO & COMPANY/MN1,000$32.8K0.00%2025-12-31
198Steigerwald, Gordon & Koch Inc.1,000$32.8K0.00%2025-12-31
199ATLAS CAPITAL ADVISORS INC.954$31.3K0.00%2025-12-31
200Lodestone Wealth Management LLC846$27.7K0.00%2025-12-31
201GHP Investment Advisors, Inc.827$27.1K0.00%2025-12-31
202Crews Bank & Trust826$27.1K0.00%2025-12-31
203Costello Asset Management, INC817$26.8K0.00%2025-12-31
204Bernard Wealth Management Corp.750$24.6K0.00%2025-12-31
205PNC Financial Services Group, Inc.710$23.3K0.00%2025-12-31
206ASSETMARK, INC681$22.3K0.00%2025-12-31
207Bogart Wealth, LLC624$20.5K0.00%2025-12-31
208Kilter Group LLC598$19.6K0.00%2025-12-31
209North Capital, Inc.567$18.2K0.00%2025-09-30
210Bell Investment Advisors, Inc514$16.9K0.00%2025-12-31
211AE Wealth Management LLC501$16.4K0.00%2025-12-31
212Advisory Services Network, LLC500$16.1K0.00%2025-09-30
213Smartleaf Asset Management LLC440$14.5K0.00%2025-12-31
214O'SHAUGHNESSY ASSET MANAGEMENT, LLC412$13.5K0.00%2025-12-31
215VSM Wealth Advisory, LLC405$13.3K0.00%2025-12-31
216Federation des caisses Desjardins du Quebec400$13.1K0.00%2025-12-31
217JFS WEALTH ADVISORS, LLC394$12.9K0.00%2025-12-31
218Parallel Advisors, LLC357$11.7K0.00%2025-12-31
219FINANCIAL CONSULATE, INC346$11.3K0.00%2025-12-31
220HOWE & RUSLING INC339$11.1K0.00%2025-12-31
221Clayton Financial Group LLC307$10.1K0.00%2025-12-31
222SIGNATUREFD, LLC301$9.9K0.00%2025-12-31
223Midwest Capital Advisors, LLC263$8.4K0.00%2025-09-30
224Larson Financial Group LLC250$8.0K0.00%2025-09-30
225Promus Capital, LLC216$6.9K0.00%2025-09-30
226Quaker Wealth Management, LLC210$6.9K0.00%2025-12-31
227Game Plan Financial Advisors, LLC202$6.6K0.00%2025-12-31
228Geneos Wealth Management Inc.200$6.6K0.00%2025-12-31
229Manchester Capital Management LLC196$6.4K0.00%2025-12-31
230DB Fitzpatrick & Co, Inc191$6.3K0.00%2025-12-31
231Kiker Wealth Management, LLC178$5.7K0.00%2025-09-30
232Armor Investment Advisors, LLC135$4.4K0.00%2025-12-31
233Anfield Capital Management, LLC134$4.4K0.00%2025-12-31
234FLAGSHIP HARBOR ADVISORS, LLC103$3.4K0.00%2025-12-31
235Cape Investment Advisory, Inc.100$3.3K0.00%2025-12-31
236Trifecta Capital Advisors, LLC80$2.6K0.00%2025-12-31
237Signature Resources Capital Management, LLC50$1.6K0.00%2025-12-31
238EXCHANGE TRADED CONCEPTS, LLC49$1.6K0.00%2025-12-31
239Glen Eagle Advisors, LLC40$1.3K0.00%2025-12-31
240PRINCIPAL SECURITIES, INC.32$1.0K0.00%2025-09-30
241OPTIMA CAPITAL LLC29$9540.00%2025-12-31
242CITIGROUP INC27$8670.00%2025-09-30
243MassMutual Private Wealth & Trust, FSB20$6560.00%2025-12-31
244Integrity Financial Corp /WA20$6560.00%2025-12-31
245Koesten, Hirschmann & Crabtree, INC.20$6430.00%2025-09-30
246Cambridge Investment Research Advisors, Inc.7,905$2590.01%2025-12-31
247Glassman Wealth Services2$640.00%2025-09-30
248Capital Advisors, Ltd. LLC1,600$520.00%2025-12-31
249Capital Analysts, LLC510$170.00%2025-12-31
250CWM, LLC427$140.00%2025-12-31
251IFC & Insurance Marketing, Inc.400$130.00%2025-12-31
252Atlantic Edge Private Wealth Management, LLC0$10.00%2025-12-31
253Heritage Wealth Advisors0$00.00%2025-12-31