Vault-13

SCHWAB STRATEGIC TR SCHC

INTL SCEQT ETF · ETP · CUSIP 808524888

447 institutional holders +25 vs Q1 2025
72,329,85772.3m shares reported held*
$3.1bnreported value*
53 new 148 added 159 reduced 35 sold out net bought ≈ $1.4bn (+31.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.65.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 331Q4 22: 374Q1 23: 379Q2 23: 376Q3 23: 367Q4 23: 396Q1 24: 392Q2 24: 389Q3 24: 397Q4 24: 428Q1 25: 422Q2 25: 447447Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022331
Q4 2022374
Q1 2023379
Q2 2023376
Q3 2023367
Q4 2023396
Q1 2024392
Q2 2024389
Q3 2024397
Q4 2024428
Q1 2025422
Q2 2025447

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 143 bought or addedQ3 23: 178 cut or sold outQ4 23: 180 bought or addedQ4 23: 155 cut or sold outQ4 23Q1 24: 157 bought or addedQ1 24: 193 cut or sold outQ2 24: 156 bought or addedQ2 24: 186 cut or sold outQ2 24Q3 24: 170 bought or addedQ3 24: 175 cut or sold outQ4 24: 198 bought or addedQ4 24: 149 cut or sold outQ4 24Q1 25: 165 bought or addedQ1 25: 199 cut or sold outQ2 25: 201 bought or addedQ2 25: 194 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023143178
Q4 2023180155
Q1 2024157193
Q2 2024156186
Q3 2024170175
Q4 2024198149
Q1 2025165199
Q2 2025201194

Biggest buyers

Corient Private Wealth LP Added +31,625,161+31.6m
TIAA TRUST, NATIONAL ASSOCIATION Added +1,388,835+1.4m
CSM Advisors, LLC New +391,600+391.6k
GOLDMAN SACHS GROUP INC New +307,182+307.2k
Redwood Investment Management, LLC Added +294,605+294.6k
Vident Advisory, LLC New +243,900+243.9k
JONES FINANCIAL COMPANIES LLLP Added +155,321+155.3k
Summit Financial, LLC Added +130,987+131.0k
Divergent Planning, LLC New +130,904+130.9k
SageView Advisory Group, LLC Added +130,245+130.2k

Biggest sellers

PNC Financial Services Group, Inc. Reduced -1,049,264-1.0m
ENVESTNET ASSET MANAGEMENT INC Reduced -845,059-845.1k
JANE STREET GROUP, LLC Reduced -286,669-286.7k
Savant Capital, LLC Reduced -195,479-195.5k
STATE STREET CORP Reduced -152,914-152.9k
M Holdings Securities, Inc. Sold out -139,003-139.0k
Johnson Financial Group, LLC Reduced -113,185-113.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -109,409-109.4k
CITIGROUP INC Reduced -86,742-86.7k
Focus Partners Wealth Reduced -84,629-84.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Corient Private Wealth LP 1.86% of their portfolio MIAMI, FL 32,787,39732.8m $1.4bn $1.4bn 1.86% Added +31.6m +31,625,161
2 TIAA TRUST, NATIONAL ASSOCIATION 0.38% of their portfolio CHARLOTTE, NC 3,421,1813.4m $145.7m $145.7m 0.38% Added +1.4m +1,388,835
3 Savant Capital, LLC 0.70% of their portfolio ROCKFORD, IL 2,300,7032.3m $98.0m $98.0m 0.70% Reduced -195.5k -195,479
4 SageView Advisory Group, LLC 3.13% of their portfolio Newport Beach, CA 1,925,2061.9m $82.7m $82.7m 3.13% Added +130.2k +130,245
5 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,509,2361.5m $64.3m $64.3m 0.04% Reduced -1.0m -1,049,264
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,370,9731.4m $58.4m $58.4m 0.00% Added +119.4k +119,415
7 McAdam, LLC 3.16% of their portfolio Philadelphia, PA 1,354,3461.4m $57.7m $57.7m 3.16% Reduced -19.0k -19,005
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,326,3481.3m $56.5m $56.5m 0.00% Reduced -152.9k -152,914
9 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,233,0081.2m $52.5m $52.5m 0.04% Reduced -70.7k -70,683
10 MATHER GROUP, LLC. 0.53% of their portfolio CHICAGO, IL 1,160,8581.2m $49.4m $49.4m 0.53% Added +3.7k +3,688
11 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 999,324999.3k $42.6m $42.6m 0.09% Reduced -84.6k -84,629
12 CHOREO, LLC 0.47% of their portfolio ROCKFORD, IL 786,913786.9k $33.5m $33.5m 0.47% Reduced -9.6k -9,616
13 Johnson Financial Group, LLC 3.09% of their portfolio Denver, CO 765,246765.2k $32.6m $32.6m 3.09% Reduced -113.2k -113,185
14 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.67% of their portfolio Seattle, WA 698,854698.9k $29.8m $29.8m 0.67% Added +57.0k +56,955
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 697,217697.2k $29.7m $29.7m 0.01% Reduced -845.1k -845,059
16 Pure Financial Advisors, LLC 0.46% of their portfolio SAN DIEGO, CA 617,177617.2k $26.3m $26.3m 0.46% Added +3.0k +3,037
17 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 613,706613.7k $26.0m $26.0m 0.02% Added +155.3k +155,321
18 Redwood Investment Management, LLC 2.36% of their portfolio SCOTTSDALE, AZ 522,438522.4k $22.3m $22.3m 2.36% Added +294.6k +294,605
19 GHP Investment Advisors, Inc. 0.89% of their portfolio Denver, CO 470,749470.7k $20.0m $20.0m 0.89% Reduced -3.9k -3,875
20 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 407,700407.7k $17.4m $17.4m 0.04% Reduced -3.1k -3,084
21 JFG Wealth Management, LLC 3.50% of their portfolio Denver, CO 393,203393.2k $16.7m $16.7m 3.50% Reduced -19.9k -19,884
22 CSM Advisors, LLC 0.49% of their portfolio WARRENDALE, PA 391,600391.6k $16.7m $16.7m 0.49% New
23 Charles Schwab Trust Co 1.21% of their portfolio HENDERSON, NV 377,943377.9k $16.1m $16.1m 1.21% Added +8.4k +8,448
24 Vise Technologies, Inc. 0.66% of their portfolio NEW YORK, NY 374,149374.1k $15.9m $15.9m 0.66% First filing
25 Tortoise Investment Management, LLC 1.41% of their portfolio WHITE PLAINS, NY 346,215346.2k $14.7m $14.7m 1.41% Added +2.3k +2,335
26 Rockbridge Investment Management, LCC 1.54% of their portfolio Syracuse, NY 337,525337.5k $14.4m $14.4m 1.54% Reduced -16.1k -16,101
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 332,166332.2k $14.1m $14.1m 0.00% Added +11.5k +11,511
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 307,182307.2k $13.1m $13.1m 0.00% New
29 ATLAS CAPITAL ADVISORS INC. 1.52% of their portfolio JACKSON, WY 292,662292.7k $12.5m $12.5m 1.52% Added +40.5k +40,510
30 White & Co Financial Planning Inc 9.39% of their portfolio SUNNYSIDE, WA 277,996278.0k $11.7m $11.7m 9.39% Reduced -7.5k -7,492
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 276,654276.7k $11.8m $11.8m 0.00% Added +124.2k +124,247
32 Nicholas Hoffman & Company, LLC. 0.30% of their portfolio ATLANTA, GA 276,173276.2k $11.8m $11.8m 0.30% Added +2.6k +2,578
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 267,033267.0k $11.4m $11.4m 0.02% Reduced -36.9k -36,923
34 Vident Advisory, LLC 0.12% of their portfolio Alpharetta, GA 243,900243.9k $10.4m $10.4m 0.12% New
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 223,394223.4k $9.5m $9.5m 0.01% Added +26.0k +26,043
36 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 213,204213.2k $9.1m $9.1m 0.02% Reduced -7.0k -7,045
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 208,461208.5k $8.9m $8.9m 0.00% Reduced -84.5k -84,539
38 Summit Financial, LLC 0.20% of their portfolio PARSIPPANY, NJ 207,802207.8k $8.9m $8.9m 0.20% Added +131.0k +130,987
39 PrairieView Partners, LLC 0.84% of their portfolio ST. PAUL, MN 204,064204.1k $8.7m $8.7m 0.84% Added +23.5k +23,548
40 Main Street Financial Solutions, LLC 0.62% of their portfolio NEWTOWN, PA 199,361199.4k $8.5m $8.5m 0.62% Added +4.9k +4,915
41 Transamerica Financial Advisors, LLC 0.76% of their portfolio CEDAR RAPIDS, IA 189,710189.7k $8.1m $8.1m 0.76% Added +2.9k +2,868
42 Clearwater Capital Advisors, LLC 0.73% of their portfolio HOFFMAN ESTATES, IL 188,396188.4k $8.0m $8.0m 0.73% Reduced -2.1k -2,138
43 Courage Miller Partners, LLC 2.50% of their portfolio NORFOLK, VA 184,848184.8k $7.9m $7.9m 2.50% Added +57 +57
44 Rialto Wealth Management, LLC 2.18% of their portfolio SYRACUSE, NY 183,578183.6k $7.8m $7.8m 2.18% Reduced -9.7k -9,697
45 Fort Vancouver Investment Management, LLC 5.33% of their portfolio VANCOUVER, WA 182,971183.0k $7.8m $7.8m 5.33% Added +2.0k +2,013
46 Strategic Financial Planning, Inc. 4.84% of their portfolio PLANO, TX 182,595182.6k $7.8m $7.8m 4.84% Reduced -4.3k -4,268
47 MONETA GROUP INVESTMENT ADVISORS LLC 0.09% of their portfolio ST LOUIS, MO 179,694179.7k $7.7m $7.7m 0.09% Added +12.1k +12,131
48 WEST PACES ADVISORS INC. 1.61% of their portfolio ATLANTA, GA 177,517177.5k $7.6m $7.6m 1.61% Reduced -11.7k -11,659
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 177,408177.4k $7.6m $7.6m 0.00% Added +15.3k +15,350
50 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 176,195176.2k $7.5m $7.5m 0.01% Reduced -1.1k -1,055
51 Brand Asset Management Group, Inc. 2.80% of their portfolio CHESTERFIELD, MO 175,977176.0k $7.5m $7.5m 2.80% Reduced -15.0k -14,995
52 WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 1.37% of their portfolio GLASTONBURY, CT 173,264173.3k $7.4m $7.4m 1.37% Reduced -887 -887
53 MISSION WEALTH MANAGEMENT, LP 0.16% of their portfolio Santa Barbara, CA 169,321169.3k $7.2m $7.2m 0.16% Added +6.4k +6,352
54 HANCOCK WHITNEY CORP 0.13% of their portfolio GULFPORT, MS 162,784162.8k $6.9m $6.9m 0.13% Added +11.7k +11,673
55 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 162,535162.5k $6.9m $6.9m 0.01% Reduced -286.7k -286,669
56 Perigon Wealth Management, LLC 0.16% of their portfolio SAN FRANCISCO, CA 156,204156.2k $6.7m $6.7m 0.16% Added +1.5k +1,513
57 Stewardship Advisors, LLC 1.67% of their portfolio MOUNT JOY, PA 154,506154.5k $6.6m $6.6m 1.67% Reduced -571 -571
58 Wedmont Private Capital 0.28% of their portfolio WEST CHESTER, PA 153,314153.3k $6.6m $6.6m 0.28% Added +1.3k +1,330
59 Beaird Harris Wealth Management, LLC 0.50% of their portfolio DALLAS, TX 150,367150.4k $6.4m $6.4m 0.50% Reduced -4.5k -4,469
60 KEYVANTAGE WEALTH, LLC 2.79% of their portfolio BETHLEHEM, PA 146,095146.1k $6.2m $6.2m 2.79% Added +6.4k +6,387
61 Prime Capital Investment Advisors, LLC 0.08% of their portfolio OVERLAND PARK, KS 144,189144.2k $6.1m $6.1m 0.08% Added +816 +816
62 Fund Evaluation Group, LLC 0.24% of their portfolio CINCINNATI, OH 143,811143.8k $6.1m $6.1m 0.24% Reduced -11.6k -11,569
63 Valmark Advisers, Inc. 0.08% of their portfolio AKRON, OH 136,723136.7k $5.8m $5.8m 0.08% Added +5.4k +5,375
64 Divergent Planning, LLC 1.64% of their portfolio BETHESDA, MD 130,904130.9k $5.6m $5.6m 1.64% New
65 Kathleen S. Wright Associates Inc. 2.10% of their portfolio PITTSBURGH, PA 126,108126.1k $5.4m $5.4m 2.10% Reduced -7.1k -7,136
66 Compound Planning, Inc. 0.20% of their portfolio NEW YORK, NY 124,197124.2k $5.3m $5.3m 0.20% Reduced -3.1k -3,088
67 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 120,844120.8k $5.1m $5.1m 0.01% Added +449 +449
68 Brooklyn FI, LLC 1.30% of their portfolio NEW YORK, NY 118,631118.6k $5.1m $5.1m 1.30% Added +5.3k +5,299
69 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 115,195115.2k $4.9m $4.9m 0.00% Added +3.8k +3,841
70 FMR LLC 0.00% of their portfolio BOSTON, MA 113,132113.1k $4.8m $4.8m 0.00% Added +5.4k +5,401
71 Traveka Wealth, LLC 2.52% of their portfolio LOS ALTOS, CA 111,822111.8k $4.8m $4.8m 2.52% Added +2.6k +2,586
72 Brucke Financial, Inc. 3.21% of their portfolio INDIANAPOLIS, IN 108,578108.6k $4.6m $4.6m 3.21% Reduced -2.9k -2,916
73 Robinswood Financial LLC 1.63% of their portfolio KIRKLAND, WA 108,409108.4k $4.6m $4.6m 1.63% Reduced -16.7k -16,672
74 Upper Left Wealth Management, LLC 3.03% of their portfolio TAMPA, FL 106,664106.7k $4.5m $4.5m 3.03% Added +8.8k +8,802
75 Bell Investment Advisors, Inc 0.75% of their portfolio ORINDA, CA 102,535102.5k $4.4m $4.4m 0.75% Reduced -3.5k -3,457
76 Columbus Macro, LLC 0.53% of their portfolio NEW CASTLE, PA 101,147101.1k $4.3m $4.3m 0.53% Reduced -127 -127
77 EVERGREEN CAPITAL MANAGEMENT LLC 0.13% of their portfolio Bellevue, WA 100,176100.2k $4.3m $4.3m 0.13% Added +32.6k +32,610
78 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 93,87693.9k $4.0m $4.0m 0.01% Added +2.0k +1,966
79 World Investment Advisors 0.09% of their portfolio LINCROFT, NJ 91,88791.9k $3.9m $3.9m 0.09% Reduced -417 -417
80 Foster Victor Wealth Advisors, LLC 0.27% of their portfolio GREENVILLE, SC 91,27591.3k $3.9m $3.9m 0.27% New
81 Seven Springs Wealth Group, LLC 0.96% of their portfolio BRENTWOOD, TN 90,70090.7k $3.9m $3.9m 0.96% Reduced -70 -70
82 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.26% of their portfolio KNOXVILLE, TN 89,81089.8k $3.8m $3.8m 0.26% Reduced -3.1k -3,139
83 Asset Allocation Strategies LLC 0.84% of their portfolio FARMINGTON, MI 88,96589.0k $3.8m $3.8m 0.84% Added +30.8k +30,801
84 VALLEY NATIONAL ADVISERS INC 0.61% of their portfolio BETHLEHEM, PA 87,33287.3k $3.7m $3.7m 0.61% Reduced -11.2k -11,234
85 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 83,96084.0k $3.6m $3.6m 0.02% New
86 St. Louis Trust Co 0.47% of their portfolio SAINT LOUIS, MO 83,40383.4k $3.6m $3.6m 0.47% Added +3.5k +3,466
87 HBK Sorce Advisory LLC 0.09% of their portfolio ERIE, PA 80,54580.5k $3.4m $3.4m 0.09% Added +4.8k +4,794
88 Elmwood Wealth Management, Inc. 1.34% of their portfolio BERKELEY, CA 79,10579.1k $3.4m $3.4m 1.34% Added +761 +761
89 Kohmann Bosshard Financial Services, LLC 0.37% of their portfolio FAIRLAWN, OH 78,82278.8k $3.4m $3.4m 0.37% Reduced -55 -55
90 Cornerstone Wealth Advisors, Inc. 0.87% of their portfolio EDINA, MN 78,81078.8k $3.4m $3.4m 0.87% Reduced -3.2k -3,202
91 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 78,30778.3k $3.3m $3.3m 0.00% Added +3.7k +3,739
92 SIGNAL TREE FINANCIAL PARTNERS LLC 2.79% of their portfolio COPLEY, OH 76,15676.2k $3.2m $3.2m 2.79% Reduced -3.9k -3,912
93 Morton Brown Family Wealth, LLC 0.98% of their portfolio ALLENTOWN, PA 75,59275.6k $3.2m $3.2m 0.98% Added +2.1k +2,063
94 Focus Partners Advisor Solutions, LLC 0.04% of their portfolio SAINT LOUIS, MO 75,20575.2k $3.2m $3.2m 0.04% Reduced -133 -133
95 Texas Yale Capital Corp. 0.10% of their portfolio ST. PETERSBURG, FL 73,65873.7k $3.1m $3.1m 0.10% Added +5.9k +5,900
96 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 73,59673.6k $3.1m $3.1m 0.00% Reduced -5 -5
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 71,62171.6k $3.1m $3.1m 0.00% Added +10.5k +10,539
98 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 70,22170.2k $3.0m $3.0m 0.03% Added +129 +129
99 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 70,20270.2k $3.0m $3.0m 0.00% Reduced -5.4k -5,353
100 BCS Wealth Management 0.63% of their portfolio JOHNSON CITY, TN 68,29068.3k $2.9m $2.9m 0.63% Added +16.9k +16,864