FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,168.04-0.13%
XLE56.76-0.05%
STOXX50E5,860.32-0.39%
XLF51.840.09%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,789.760.10%
GSPC7,173.960.12%
Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM
CUSIP 808524748

SCHWAB STRATEGIC TR

282 institutions · $1.75B total · 39,717,873 shares

#ManagerSharesValue% of TotalPeriod
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC28,451,450$1.27B71.63%2025-12-31
2GHP Investment Advisors, Inc.594,755$26.5M1.49%2025-12-31
3EXENCIAL WEALTH ADVISORS, LLC575,262$25.6M1.44%2025-12-31
4Focus Partners Wealth504,392$22.5M1.26%2025-12-31
5VICTORY CAPITAL MANAGEMENT INC502,056$22.4M1.26%2025-12-31
6Kelman-Lazarov, Inc.475,257$21.2M1.19%2025-12-31
7MORGAN STANLEY376,320$16.8M0.94%2025-12-31
8CITADEL ADVISORS LLC320,399$14.3M0.80%2025-12-31
9Prairiewood Capital, LLC288,581$12.9M0.72%2025-12-31
10High Probability Advisors, LLC287,982$12.8M0.72%2025-12-31
11OSAIC HOLDINGS, INC.264,126$11.8M0.66%2025-12-31
12COLLECTIVE FAMILY OFFICE LLC235,687$10.5M0.59%2025-12-31
13Opes Wealth Management LLC223,240$9.9M0.56%2025-12-31
14Charles Schwab Trust Co217,016$9.7M0.54%2025-12-31
15Shore Point Advisors, LLC346,744$9.5M0.87%2025-12-31
16Geneos Wealth Management Inc.205,885$9.2M0.51%2025-12-31
17Shilanski & Associates, Inc.196,313$8.7M0.49%2025-09-30
18JANE STREET GROUP, LLC196,126$8.7M0.49%2025-12-31
19UBS Group AG184,095$8.2M0.46%2025-12-31
20Cherry Tree Wealth Management, LLC181,745$8.1M0.45%2025-12-31
21Bell Investment Advisors, Inc169,608$7.6M0.42%2025-12-31
22Breakwater Capital Group160,836$7.2M0.40%2025-12-31
23MorganRosel Wealth Management, LLC160,447$7.1M0.40%2025-12-31
24Creative Planning154,110$6.9M0.38%2025-12-31
25ABBINGTON INVESTMENT GROUP154,084$6.9M0.38%2025-12-31
26CLUNE & ASSOCIATES, LTD.152,214$6.8M0.38%2025-12-31
27SUSQUEHANNA INTERNATIONAL GROUP, LLP149,188$6.6M0.37%2025-12-31
28RAYMOND JAMES FINANCIAL INC138,610$6.2M0.34%2025-12-31
29Dynamic Advisor Solutions LLC115,235$5.1M0.29%2025-12-31
30RF&L WEALTH MANAGEMENT, LLC107,892$4.8M0.27%2025-12-31
31MOLLER WEALTH PARTNERS106,997$4.8M0.26%2025-12-31
32Grove Street Fiduciary, LLC100,192$4.5M0.25%2025-12-31
33WEALTH ENHANCEMENT ADVISORY SERVICES, LLC88,489$4.0M0.22%2025-12-31
34Modern Wealth Management, LLC87,315$3.9M0.21%2025-12-31
35Savant Capital, LLC80,793$3.6M0.20%2025-12-31
36BCS Wealth Management79,502$3.5M0.20%2025-12-31
37BANK OF AMERICA CORP /DE/71,969$3.2M0.18%2025-12-31
38Keystone Wealth Services, LLC70,285$3.2M0.17%2025-12-31
39Valued Wealth Advisors LLC64,419$2.9M0.16%2025-12-31
40MERCER GLOBAL ADVISORS INC /ADV64,281$2.9M0.16%2025-12-31
41CABOT WEALTH MANAGEMENT INC61,350$2.7M0.15%2025-12-31
42ATLas Financial Planning LLC58,996$2.6M0.14%2025-12-31
43Sterling Financial Planning, Inc.57,428$2.6M0.14%2025-12-31
44AQR CAPITAL MANAGEMENT LLC56,797$2.5M0.14%2025-12-31
45BFI Wealth Solutions, LLC56,762$2.5M0.14%2025-12-31
46Kestra Advisory Services, LLC56,381$2.5M0.14%2025-12-31
47CUTLER INVESTMENT COUNSEL LLC54,729$2.4M0.13%2025-12-31
48Cerity Partners LLC53,139$2.4M0.13%2025-12-31
49Focus Partners Advisor Solutions, LLC53,084$2.4M0.13%2025-12-31
50Quadcap Wealth Management, LLC49,560$2.2M0.12%2025-12-31
51LPL Financial LLC49,202$2.2M0.12%2025-12-31
52McGrath & Associates, Inc.46,111$2.1M0.11%2025-12-31
53Mariner, LLC45,894$2.0M0.11%2025-12-31
54Royal Bank of Canada44,404$2.0M0.11%2025-12-31
55Cresset Asset Management, LLC42,444$1.9M0.10%2025-09-30
56Shakespeare Wealth Management, LLC39,756$1.8M0.10%2025-12-31
57Rockefeller Capital Management L.P.39,363$1.8M0.09%2025-12-31
58One Capital Management, LLC39,106$1.7M0.09%2025-09-30
59Waterfront Wealth Inc.36,324$1.7M0.09%2025-12-31
60Vise Technologies, Inc.37,107$1.7M0.09%2025-12-31
61NORTHWEST WEALTH MANAGEMENT, LLC34,948$1.6M0.08%2025-12-31
62EQ WEALTH ADVISORS, LLC34,845$1.6M0.08%2025-12-31
63Asset Allocation Strategies LLC32,885$1.5M0.08%2025-12-31
64Asset Dedication, LLC31,036$1.4M0.07%2025-12-31
65Northland Capital Management LLC30,803$1.4M0.07%2025-12-31
66Seed Wealth Management, Inc.30,337$1.4M0.07%2025-12-31
67NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO30,236$1.3M0.07%2025-12-31
68Entruity Wealth, LLC29,144$1.3M0.07%2025-12-31
69Traub Capital Management LLC28,167$1.3M0.07%2025-12-31
70Corient Private Wealth LLC27,207$1.2M0.06%2025-12-31
71Hardin Capital Partners, LLC26,880$1.2M0.06%2025-12-31
72QRG CAPITAL MANAGEMENT, INC.25,941$1.2M0.06%2025-12-31
73PFG Advisors25,641$1.1M0.06%2025-12-31
74COMMONWEALTH EQUITY SERVICES, LLC25,142$1.1M0.06%2025-12-31
75Miracle Mile Advisors, LLC24,218$1.1M0.06%2025-12-31
76ENVESTNET ASSET MANAGEMENT INC22,441$999.7K0.05%2025-12-31
77Farther Finance Advisors, LLC22,434$999.4K0.05%2025-12-31
78JONES FINANCIAL COMPANIES LLLP21,990$979.6K0.05%2025-12-31
79True North Advisors, LLC21,339$950.7K0.05%2025-12-31
80Tumwater Wealth Management, LLC21,045$937.6K0.05%2025-12-31
81FMR LLC20,041$892.8K0.05%2025-12-31
82Ballast Financial Advisors LLC19,643$875.1K0.04%2025-12-31
83Clarius Group, LLC19,236$856.9K0.04%2025-12-31
84AMERIPRISE FINANCIAL INC18,766$836.0K0.04%2025-12-31
85Fortitude Family Office, LLC18,363$818.1K0.04%2025-12-31
86Bristlecone Value Partners, LLC17,694$788.3K0.04%2025-12-31
87Ascent Group, LLC17,246$768.3K0.04%2025-12-31
88HighTower Advisors, LLC16,718$744.8K0.04%2025-12-31
89Guardian Financial Partners, LLC16,336$727.8K0.04%2025-12-31
90BAILARD, INC.16,270$724.8K0.04%2025-12-31
91J.E. Simmons & Co., P.C.15,745$701.4K0.03%2025-12-31
92NFP Retirement, Inc.15,435$687.6K0.03%2025-12-31
93Brand Asset Management Group, Inc.15,381$685.2K0.03%2025-12-31
94Birchwood Financial Partners, Inc.15,377$685.0K0.03%2025-12-31
95KINGSWOOD WEALTH ADVISORS, LLC15,128$674.0K0.03%2025-12-31
96JPMORGAN CHASE & CO14,946$665.8K0.03%2025-12-31
97Sensible Money, LLC14,870$662.5K0.03%2025-12-31
98BANK OF MONTREAL /CAN/14,692$654.5K0.03%2025-12-31
99Davidson Kahn Capital Management, LLC14,562$648.7K0.03%2025-12-31
100Addison Advisors LLC13,717$611.1K0.03%2025-12-31
101Aspiring Ventures, LLC13,212$588.6K0.03%2025-12-31
102CIBC Private Wealth Group LLC13,036$580.8K0.03%2025-12-31
103Upper Left Wealth Management, LLC12,403$552.6K0.03%2025-12-31
104SILVER OAK SECURITIES, INCORPORATED12,312$551.8K0.03%2025-12-31
105Golden Bell Financial Planning LLC12,252$545.8K0.03%2025-12-31
106MB Generational Wealth, LLC12,121$540.0K0.03%2025-12-31
107FIRST NATIONAL CORP /MA/ /ADV11,927$532.1K0.03%2025-09-30
108Quantinno Capital Management LP11,681$520.4K0.02%2025-12-31
109Brooklyn FI, LLC11,665$519.7K0.02%2025-12-31
110Creekside Partners11,641$518.6K0.02%2025-12-31
111Nicholas Hoffman & Company, LLC.11,040$491.8K0.02%2025-12-31
112Sequoia Financial Advisors, LLC10,624$473.3K0.02%2025-12-31
113EP Wealth Advisors, LLC10,327$460.1K0.02%2025-12-31
114Baker Ellis Asset Management LLC10,050$447.7K0.02%2025-12-31
115Valeo Financial Advisors, LLC9,628$428.9K0.02%2025-12-31
116ALTFEST L J & CO INC9,612$428.2K0.02%2025-12-31
117MML INVESTORS SERVICES, LLC9,523$424.3K0.02%2025-12-31
118Yoder Wealth Management, Inc.9,350$415.5K0.02%2025-12-31
119SageView Advisory Group, LLC9,196$409.7K0.02%2025-12-31
120Keel Point, LLC9,192$409.1K0.02%2025-12-31
121 NEUBERGER BERMAN GROUP LLC9,154$407.8K0.02%2025-12-31
122Cetera Investment Advisers9,085$404.7K0.02%2025-12-31
123RHS Financial, LLC9,007$401.3K0.02%2025-12-31
124LEVEL FOUR ADVISORY SERVICES, LLC8,775$390.9K0.02%2025-12-31
125LODESTAR PRIVATE ASSET MANAGEMENT LLC8,338$371.4K0.02%2025-12-31
126Lauterbach Financial Advisors, LLC8,318$370.6K0.02%2025-12-31
127MAI Capital Management8,276$368.7K0.02%2025-12-31
128GTS SECURITIES LLC8,082$360.1K0.02%2025-12-31
129Clarity Capital Advisors, LLC7,954$354.4K0.02%2025-12-31
130Vishria Bird Financial Group, LLC7,909$352.0K0.01%2025-09-30
131Integrated Wealth Concepts LLC7,855$349.9K0.01%2025-12-31
132Lakewood Asset Management LLC7,832$348.9K0.01%2025-12-31
133CAPTRUST FINANCIAL ADVISORS7,793$347.2K0.01%2025-12-31
134MORRIS FINANCIAL CONCEPTS, INC.7,633$340.1K0.01%2025-12-31
135DOPKINS WEALTH MANAGEMENT, LLC7,302$325.3K0.01%2025-12-31
136Madrid Wealth Management, LLC7,215$321.4K0.01%2025-12-31
137HHM Wealth Advisors, LLC7,163$319.1K0.01%2025-12-31
138Lido Advisors, LLC7,082$315.3K0.01%2025-12-31
139UNITED CAPITAL FINANCIAL ADVISORS, LLC7,062$314.6K0.01%2025-12-31
140LBMC INVESTMENT ADVISORS, LLC7,061$314.6K0.01%2025-12-31
141Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,854$305.3K0.01%2025-12-31
142Wedmont Private Capital6,586$300.3K0.01%2025-12-31
143Klingman & Associates, LLC6,684$297.8K0.01%2025-12-31
144Diversify Advisory Services, LLC6,175$286.8K0.01%2025-12-31
145Paragon Capital Management Ltd6,418$285.9K0.01%2025-12-31
146NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,976$266.2K0.01%2025-12-31
147Compound Planning, Inc.5,966$265.8K0.01%2025-12-31
148Tempus Wealth Planning, LLC5,907$263.2K0.01%2025-12-31
149Canvas Wealth Advisors, LLC5,433$242.0K0.01%2025-12-31
150WHITTIER TRUST CO5,260$239.2K0.01%2025-12-31
151Wealthfront Advisers LLC5,326$237.3K0.01%2025-12-31
152Annex Advisory Services, LLC5,236$233.3K0.01%2025-12-31
153Meridian Wealth Management, LLC5,176$230.4K0.01%2025-09-30
154Alpha Omega Wealth Management LLC5,165$230.1K0.01%2025-12-31
155Magnolia Private Wealth, LLC5,069$225.6K0.01%2025-09-30
156Arax Advisory Partners5,052$225.1K0.01%2025-12-31
157IFG Advisory, LLC5,005$223.0K0.01%2025-12-31
158IFP Advisors, Inc4,999$222.7K0.01%2025-12-31
159NOESIS CAPITAL MANGEMENT CORP4,914$218.9K0.01%2025-12-31
160Larson Financial Group LLC4,861$216.6K0.01%2025-12-31
161CAHILL FINANCIAL ADVISORS INC4,854$216.2K0.01%2025-12-31
162Brucke Financial, Inc.4,848$216.0K0.01%2025-12-31
163Cambridge Financial Group, LLC5,961$203.5K0.01%2025-12-31
164Perigon Wealth Management, LLC4,559$202.9K0.01%2025-09-30
165O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,517$201.2K0.01%2025-12-31
166Stone Summit Wealth LLC4,512$201.0K0.01%2025-12-31
167Beacon Pointe Advisors, LLC4,495$200.2K0.01%2025-12-31
168Advisory Services Network, LLC4,218$187.8K0.01%2025-09-30
169Global Retirement Partners, LLC3,907$174.1K0.00%2025-12-31
170Clearstead Advisors, LLC3,015$134.3K0.00%2025-12-31
171ASSETMARK, INC3,012$134.2K0.00%2025-12-31
172Root Financial Partners, LLC2,900$129.2K0.00%2025-12-31
173PRINCIPAL SECURITIES, INC.2,720$121.1K0.00%2025-09-30
174Versant Capital Management, Inc2,678$119.3K0.00%2025-12-31
175Allworth Financial LP2,426$108.1K0.00%2025-12-31
176Qube Research & Technologies Ltd2,392$106.6K0.00%2025-12-31
177Parallel Advisors, LLC2,377$105.9K0.00%2025-12-31
178Vermillion Wealth Management, Inc.2,227$99.2K0.00%2025-12-31
179Financial Freedom, LLC2,072$92.3K0.00%2025-12-31
180FRANKLIN RESOURCES INC2,060$91.8K0.00%2025-12-31
181MCF Advisors LLC1,985$88.4K0.00%2025-12-31
182WealthCollab, LLC1,956$87.1K0.00%2025-12-31
183HOWE & RUSLING INC1,884$83.9K0.00%2025-12-31
184COMERICA BANK1,859$82.8K0.00%2025-12-31
185AlphaCore Capital LLC1,811$80.7K0.00%2025-12-31
186Abound Wealth Management1,808$80.5K0.00%2025-12-31
187ELEVATE WEALTH ADVISORY, INC1,674$74.6K0.00%2025-12-31
188AE Wealth Management LLC1,600$71.3K0.00%2025-12-31
189FIFTH THIRD BANCORP1,563$69.6K0.00%2025-12-31
190Smartleaf Asset Management LLC1,546$69.3K0.00%2025-12-31
191CVA Family Office, LLC1,357$60.5K0.00%2025-12-31
192Cornerstone Planning Group LLC1,248$60.0K0.00%2025-12-31
193BlackRock, Inc.1,303$58.1K0.00%2025-12-31
194PNC Financial Services Group, Inc.1,196$53.3K0.00%2025-12-31
195Ancora Advisors LLC1,192$53.1K0.00%2025-12-31
196SouthState Corp1,129$50.3K0.00%2025-12-31
197Kohmann Bosshard Financial Services, LLC1,114$49.6K0.00%2025-12-31
198US BANCORP \DE\1,034$46.1K0.00%2025-12-31
199CoreCap Advisors, LLC937$41.7K0.00%2025-12-31
200Parvin Asset Management, LLC848$37.8K0.00%2025-12-31
201Ares Financial Consulting, LLC789$35.1K0.00%2025-12-31
202Aptus Capital Advisors, LLC770$34.3K0.00%2025-12-31
203Litman Gregory Wealth Management LLC746$33.2K0.00%2025-12-31
204WELLS FARGO & COMPANY/MN705$31.4K0.00%2025-12-31
205WealthShield Partners, LLC700$31.2K0.00%2025-12-31
206BOK Financial Private Wealth, Inc.671$29.9K0.00%2025-12-31
207Murphy & Mullick Capital Management Corp664$29.6K0.00%2025-12-31
208BARTLETT & CO. WEALTH MANAGEMENT LLC635$28.3K0.00%2025-12-31
209Newbridge Financial Services Group, Inc.526$23.4K0.00%2025-12-31
210Key Financial Inc493$22.0K0.00%2025-12-31
211Activest Wealth Management487$21.7K0.00%2025-12-31
212CNB Bank467$20.8K0.00%2025-12-31
213CREATIVE FINANCIAL DESIGNS INC /ADV458$20.4K0.00%2025-12-31
214FAS Wealth Partners, Inc.455$20.3K0.00%2025-12-31
215Integrity Financial Corp /WA443$19.7K0.00%2025-12-31
216UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC427$19.0K0.00%2025-12-31
217FLAGSHIP HARBOR ADVISORS, LLC417$18.6K0.00%2025-12-31
218TUCKER ASSET MANAGEMENT LLC413$18.4K0.00%2025-12-31
219Triumph Capital Management406$18.1K0.00%2025-12-31
220GLENMEDE TRUST CO NA391$17.4K0.00%2025-12-31
221SIMPLEX TRADING, LLC389$17.3K0.00%2025-12-31
222Hamilton Point Investment Advisors, LLC387$17.2K0.00%2025-12-31
223Crewe Advisors LLC369$16.4K0.00%2025-12-31
224BROWN BROTHERS HARRIMAN & CO341$15.2K0.00%2025-12-31
225HOEY INVESTMENTS, INC317$14.1K0.00%2025-12-31
226PFS Partners, LLC311$13.9K0.00%2025-12-31
227PINNEY & SCOFIELD, INC.301$13.4K0.00%2025-12-31
228IMA Advisory Services, Inc.300$13.4K0.00%2025-12-31
229Anchor Investment Management, LLC300$13.4K0.00%2025-12-31
230SJS Investment Consulting Inc.245$10.9K0.00%2025-12-31
231PHILLIPS FINANCIAL MANAGEMENT, LLC211$9.4K0.00%2025-12-31
232Kilter Group LLC210$9.4K0.00%2025-12-31
233CWM, LLC208,029$9.3K0.52%2025-12-31
234First Pacific Financial194$8.7K0.00%2025-12-31
235Glassman Wealth Services193$8.6K0.00%2025-12-31
236WOLFF WIESE MAGANA LLC140$6.2K0.00%2025-12-31
237AdvisorNet Financial, Inc137$6.1K0.00%2025-12-31
238ELEVATION WEALTH PARTNERS, LLC137$6.1K0.00%2025-12-31
239Financial Perspectives, Inc135$6.0K0.00%2025-12-31
240NewEdge Advisors, LLC134$6.0K0.00%2025-12-31
241Keating Financial Advisory Services, Inc.132$5.9K0.00%2025-12-31
242Archer Investment Corp129$5.8K0.00%2025-12-31
243Prosperity Bancshares Inc129$5.7K0.00%2025-12-31
244CITIGROUP INC123$5.5K0.00%2025-12-31
245FLOW TRADERS U.S. LLC119,369$5.3K0.30%2025-12-31
246Atlantic Union Bankshares Corp119$5.3K0.00%2025-12-31
247Rialto Wealth Management, LLC117$5.2K0.00%2025-12-31
248INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC116$5.2K0.00%2025-12-31
249Steward Partners Investment Advisory, LLC113$5.0K0.00%2025-12-31
250Frazier Financial Advisors, LLC99$4.4K0.00%2025-12-31
251HARBOUR INVESTMENTS, INC.98$4.4K0.00%2025-12-31
252Dunhill Financial, LLC98$4.4K0.00%2025-12-31
253Glass Jacobson Investment Advisors llc76$3.4K0.00%2025-12-31
254JFS WEALTH ADVISORS, LLC75$3.3K0.00%2025-12-31
255DiNuzzo Private Wealth, Inc.58$2.6K0.00%2025-12-31
256Rossby Financial, LCC55$2.5K0.00%2025-12-31
257Solstein Capital, LLC41$1.8K0.00%2025-12-31
258Salomon & Ludwin, LLC40$1.7K0.00%2025-12-31
259Founders Financial Alliance, LLC38$1.7K0.00%2025-12-31
260MARYLAND CAPITAL ADVISORS INC.37$1.6K0.00%2025-12-31
261Greykasell Wealth Strategies, Inc.37$1.6K0.00%2025-12-31
262Graney & King, LLC34$1.5K0.00%2025-12-31
263Creative Capital Management Investments LLC31$1.4K0.00%2025-12-31
264GODSEY & GIBB, INC30$1.3K0.00%2025-12-31
265Quent Capital, LLC29$1.3K0.00%2025-12-31
266Russell Investments Group, Ltd.21$9360.00%2025-12-31
267Sunbelt Securities, Inc.20$8790.00%2025-12-31
268SIGNATUREFD, LLC17$7570.00%2025-12-31
269Financial Management Professionals, Inc.17$7570.00%2025-12-31
270MCGUIRE CAPITAL ADVISORS INC17$7570.00%2025-12-31
271Golden State Wealth Management, LLC16$7370.00%2025-12-31
272Annandale Capital, LLC8,550$3810.02%2025-12-31
273Cambridge Investment Research Advisors, Inc.8,039$3580.02%2025-12-31
274Camelot Portfolios, LLC7$3120.00%2025-12-31
275Tower Research Capital LLC (TRC)7$3120.00%2025-12-31
276HRT FINANCIAL LP5,882$2620.01%2025-12-31
277Nemes Rush Group LLC5$2230.00%2025-12-31
278Capital Investment Advisory Services, LLC2$890.00%2025-12-31
279Capital Analysts, LLC772$340.00%2025-12-31
280Avion Wealth85$30.00%2025-12-31
281CX Institutional78$30.00%2025-12-31
282HANTZ FINANCIAL SERVICES, INC.49$20.00%2025-12-31