Vault-13

SCHWAB STRATEGIC TR SCHC

INTL SCEQT ETF · ETP · CUSIP 808524888

463 institutional holders +16 vs Q2 2025
40,670,61640.7m shares reported held*
$1.9bnreported value*
50 new 131 added 177 reduced 28 sold out net sold ≈ $1.4bn (-30.9m 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.60.

Trends to Q3 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: 447Q3 25: 463463Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025463

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 180 bought or addedQ4 23: 155 cut or sold outQ1 24: 157 bought or addedQ1 24: 193 cut or sold outQ1 24Q2 24: 156 bought or addedQ2 24: 186 cut or sold outQ3 24: 170 bought or addedQ3 24: 175 cut or sold outQ3 24Q4 24: 198 bought or addedQ4 24: 149 cut or sold outQ1 25: 165 bought or addedQ1 25: 199 cut or sold outQ1 25Q2 25: 201 bought or addedQ2 25: 194 cut or sold outQ3 25: 181 bought or addedQ3 25: 205 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023180155
Q1 2024157193
Q2 2024156186
Q3 2024170175
Q4 2024198149
Q1 2025165199
Q2 2025201194
Q3 2025181205

Biggest buyers

Tradewinds Capital Management, LLC Added +311,355+311.4k
TIAA TRUST, NATIONAL ASSOCIATION Added +205,346+205.3k
BlackRock, Inc. Added +196,748+196.7k
Procyon Advisors, LLC Added +164,390+164.4k
RAYMOND JAMES FINANCIAL INC Added +125,615+125.6k
Financially Speaking Inc New +113,953+114.0k
Archer Investment Management, LLC New +111,182+111.2k
McAdam, LLC Added +93,596+93.6k
Modern Wealth Management, LLC New +91,643+91.6k
Brooklyn FI, LLC Added +82,101+82.1k

Biggest sellers

Corient Private Wealth LP Reduced -32,174,371-32.2m
JANE STREET GROUP, LLC Sold out -162,535-162.5k
ROYAL BANK OF CANADA Reduced -153,764-153.8k
STATE STREET CORP Reduced -139,300-139.3k
Redwood Investment Management, LLC Reduced -118,803-118.8k
PNC Financial Services Group, Inc. Reduced -78,937-78.9k
GOLDMAN SACHS GROUP INC Reduced -73,675-73.7k
MATHER GROUP, LLC. Reduced -61,554-61.6k
Focus Partners Wealth Reduced -45,936-45.9k
Kohmann Bosshard Financial Services, LLC Reduced -28,409-28.4k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA TRUST, NATIONAL ASSOCIATION 0.40% of their portfolio CHARLOTTE, NC 3,626,5273.6m $165.0m $165.0m 0.40% Added +205.3k +205,346
2 Savant Capital, LLC 0.66% of their portfolio ROCKFORD, IL 2,376,2922.4m $108.1m $108.1m 0.66% Added +75.6k +75,589
3 SageView Advisory Group, LLC 3.01% of their portfolio Newport Beach, CA 1,915,2561.9m $87.2m $87.2m 3.01% Reduced -9.9k -9,950
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,567,7211.6m $71.3m $71.3m 0.00% Added +196.7k +196,748
5 McAdam, LLC 3.25% of their portfolio Philadelphia, PA 1,447,9421.4m $65.9m $65.9m 3.25% Added +93.6k +93,596
6 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,430,2991.4m $65.1m $65.1m 0.04% Reduced -78.9k -78,937
7 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 1,232,9221.2m $56.1m $56.1m 0.04% Reduced -86 -86
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,187,0481.2m $54.0m $54.0m 0.00% Reduced -139.3k -139,300
9 MATHER GROUP, LLC. 0.51% of their portfolio CHICAGO, IL 1,099,3041.1m $50.0m $50.0m 0.51% Reduced -61.6k -61,554
10 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 953,388953.4k $43.4m $43.4m 0.07% Reduced -45.9k -45,936
11 Johnson Financial Group, LLC 3.29% of their portfolio Denver, CO 791,102791.1k $36.0m $36.0m 3.29% Added +25.9k +25,856
12 CHOREO, LLC 0.45% of their portfolio ROCKFORD, IL 765,031765.0k $34.8m $34.8m 0.45% Reduced -21.9k -21,882
13 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.67% of their portfolio Seattle, WA 728,102728.1k $33.1m $33.1m 0.67% Added +29.2k +29,248
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 715,828715.8k $32.6m $32.6m 0.01% Added +18.6k +18,611
15 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 686,116686.1k $31.0m $31.0m 0.02% Added +72.4k +72,410
16 Pure Financial Advisors, LLC 0.44% of their portfolio SAN DIEGO, CA 613,387613.4k $27.9m $27.9m 0.44% Reduced -3.8k -3,790
17 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 613,026613.0k $27.9m $27.9m 0.04% Reduced -32.2m -32,174,371
18 GHP Investment Advisors, Inc. 0.90% of their portfolio Denver, CO 468,694468.7k $21.3m $21.3m 0.90% Reduced -2.1k -2,055
19 Charles Schwab Trust Co 1.25% of their portfolio HENDERSON, NV 404,711404.7k $18.4m $18.4m 1.25% Added +26.8k +26,768
20 Redwood Investment Management, LLC 1.99% of their portfolio SCOTTSDALE, AZ 403,635403.6k $18.4m $18.4m 1.99% Reduced -118.8k -118,803
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 395,862395.9k $18.0m $18.0m 0.00% Added +63.7k +63,696
22 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 395,430395.4k $18.0m $18.0m 0.04% Reduced -12.3k -12,270
23 CSM Advisors, LLC 0.50% of their portfolio WARRENDALE, PA 391,600391.6k $17.8m $17.8m 0.50% Unchanged
24 JFG Wealth Management, LLC 3.37% of their portfolio Denver, CO 378,624378.6k $17.2m $17.2m 3.37% Reduced -14.6k -14,579
25 Vise Technologies, Inc. 0.63% of their portfolio NEW YORK, NY 371,241371.2k $16.9m $16.9m 0.63% Reduced -2.9k -2,908
26 Tradewinds Capital Management, LLC 3.62% of their portfolio BELLINGHAM, WA 353,728353.7k $16.1m $16.1m 3.62% Added +311.4k +311,355
27 Tortoise Investment Management, LLC 1.40% of their portfolio WHITE PLAINS, NY 345,311345.3k $15.7m $15.7m 1.40% Reduced -904 -904
28 Rockbridge Investment Management, LCC 1.43% of their portfolio Syracuse, NY 318,096318.1k $14.5m $14.5m 1.43% Reduced -19.4k -19,429
29 Nicholas Hoffman & Company, LLC. 0.31% of their portfolio ATLANTA, GA 280,726280.7k $12.8m $12.8m 0.31% Added +4.6k +4,553
30 White & Co Financial Planning Inc 9.15% of their portfolio SUNNYSIDE, WA 266,930266.9k $12.1m $12.1m 9.15% Reduced -11.1k -11,066
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 264,121264.1k $12.1m $12.1m 0.02% Reduced -2.9k -2,912
32 Vident Advisory, LLC 0.11% of their portfolio Alpharetta, GA 237,703237.7k $10.8m $10.8m 0.11% Reduced -6.2k -6,197
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 234,577234.6k $10.7m $10.7m 0.01% Added +11.2k +11,183
34 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 233,507233.5k $10.6m $10.6m 0.00% Reduced -73.7k -73,675
35 Summit Financial, LLC 0.16% of their portfolio PARSIPPANY, NJ 232,433232.4k $10.6m $10.6m 0.16% Added +24.6k +24,631
36 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 229,389229.4k $10.4m $10.4m 0.01% Added +16.2k +16,185
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 228,911228.9k $10.4m $10.4m 0.00% Added +20.4k +20,450
38 HANCOCK WHITNEY CORP 0.18% of their portfolio GULFPORT, MS 220,009220.0k $10.0m $10.0m 0.18% Added +57.2k +57,225
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 203,922203.9k $9.3m $9.3m 0.00% Added +125.6k +125,615
40 Main Street Financial Solutions, LLC 0.59% of their portfolio NEWTOWN, PA 201,768201.8k $9.2m $9.2m 0.59% Added +2.4k +2,407
41 Brooklyn FI, LLC 2.06% of their portfolio NEW YORK, NY 200,732200.7k $9.2m $9.2m 2.06% Added +82.1k +82,101
42 Transamerica Financial Advisors, LLC 0.72% of their portfolio CEDAR RAPIDS, IA 190,534190.5k $8.7m $8.7m 0.72% Added +824 +824
43 Clearwater Capital Advisors, LLC 0.73% of their portfolio HOFFMAN ESTATES, IL 187,171187.2k $8.5m $8.5m 0.73% Reduced -1.2k -1,225
44 Fort Vancouver Investment Management, LLC 4.73% of their portfolio VANCOUVER, WA 187,153187.2k $8.5m $8.5m 4.73% Added +4.2k +4,182
45 Brand Asset Management Group, Inc. 2.33% of their portfolio CHESTERFIELD, MO 182,236182.2k $8.3m $8.3m 2.33% Added +6.3k +6,259
46 MONETA GROUP INVESTMENT ADVISORS LLC 0.06% of their portfolio ST LOUIS, MO 178,710178.7k $8.1m $8.1m 0.06% Reduced -984 -984
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 177,566177.6k $8.1m $8.1m 0.00% Added +158 +158
48 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 176,422176.4k $8.0m $8.0m 0.01% Added +227 +227
49 Courage Miller Partners, LLC 2.37% of their portfolio NORFOLK, VA 174,090174.1k $7.9m $7.9m 2.37% Reduced -10.8k -10,758
50 WEST PACES ADVISORS INC. 1.58% of their portfolio ATLANTA, GA 173,908173.9k $7.9m $7.9m 1.58% Reduced -3.6k -3,609
51 Strategic Financial Planning, Inc. 4.55% of their portfolio PLANO, TX 172,602172.6k $7.9m $7.9m 4.55% Reduced -10.0k -9,993
52 Procyon Advisors, LLC 0.46% of their portfolio SHELTON, CT 170,330170.3k $7.8m $7.8m 0.46% Added +164.4k +164,390
53 MISSION WEALTH MANAGEMENT, LP 0.16% of their portfolio Santa Barbara, CA 169,478169.5k $7.7m $7.7m 0.16% Added +157 +157
54 Perigon Wealth Management, LLC 0.15% of their portfolio SAN FRANCISCO, CA 165,693165.7k $7.5m $7.5m 0.15% Added +9.5k +9,489
55 Rialto Wealth Management, LLC 1.94% of their portfolio SYRACUSE, NY 164,820164.8k $7.5m $7.5m 1.94% Reduced -18.8k -18,758
56 Valmark Advisers, Inc. 0.09% of their portfolio AKRON, OH 160,861160.9k $7.3m $7.3m 0.09% Added +24.1k +24,138
57 Wedmont Private Capital 0.26% of their portfolio WEST CHESTER, PA 153,109153.1k $7.0m $7.0m 0.26% Reduced -205 -205
58 Stewardship Advisors, LLC 1.63% of their portfolio MOUNT JOY, PA 151,641151.6k $6.9m $6.9m 1.63% Reduced -2.9k -2,865
59 Beaird Harris Wealth Management, LLC 0.48% of their portfolio DALLAS, TX 147,584147.6k $6.7m $6.7m 0.48% Reduced -2.8k -2,783
60 KEYVANTAGE WEALTH, LLC 2.76% of their portfolio BETHLEHEM, PA 144,436144.4k $6.6m $6.6m 2.76% Reduced -1.7k -1,659
61 Prime Capital Investment Advisors, LLC 0.08% of their portfolio OVERLAND PARK, KS 143,506143.5k $6.5m $6.5m 0.08% Reduced -683 -683
62 Fund Evaluation Group, LLC 0.24% of their portfolio CINCINNATI, OH 143,397143.4k $6.5m $6.5m 0.24% Reduced -414 -414
63 Divergent Planning, LLC 1.65% of their portfolio BETHESDA, MD 134,925134.9k $6.2m $6.2m 1.65% Added +4.0k +4,021
64 Kathleen S. Wright Associates Inc. 2.14% of their portfolio PITTSBURGH, PA 127,093127.1k $5.8m $5.8m 2.14% Added +985 +985
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 122,890122.9k $5.6m $5.6m 0.00% Reduced -153.8k -153,764
66 FMR LLC 0.00% of their portfolio BOSTON, MA 117,629117.6k $5.4m $5.4m 0.00% Added +4.5k +4,497
67 Brucke Financial, Inc. 3.02% of their portfolio INDIANAPOLIS, IN 113,969114.0k $5.2m $5.2m 3.02% Added +5.4k +5,391
68 Financially Speaking Inc 3.41% of their portfolio GREENWOOD VILLAGE, CO 113,953114.0k $5.2m $5.2m 3.41% New
69 ASHTON THOMAS SECURITIES, LLC 0.72% of their portfolio ROCHESTER, NY 113,102113.1k $5.1m $5.1m 0.72% Added +69.8k +69,820
70 Archer Investment Management, LLC 3.11% of their portfolio AUSTIN, TX 111,182111.2k $5.1m $5.1m 3.11% New
71 Asset Allocation Strategies LLC 1.00% of their portfolio FARMINGTON, MI 110,618110.6k $5.0m $5.0m 1.00% Added +21.7k +21,653
72 Compound Planning, Inc. 0.16% of their portfolio NEW YORK, NY 108,379108.4k $4.9m $4.9m 0.16% Reduced -15.8k -15,818
73 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 105,460105.5k $4.8m $4.8m 0.01% Reduced -15.4k -15,384
74 Robinswood Financial LLC 1.60% of their portfolio KIRKLAND, WA 105,143105.1k $4.8m $4.8m 1.60% Reduced -3.3k -3,266
75 Traveka Wealth, LLC 2.13% of their portfolio LOS ALTOS, CA 104,827104.8k $4.8m $4.8m 2.13% Reduced -7.0k -6,995
76 Bell Investment Advisors, Inc 0.78% of their portfolio ORINDA, CA 104,534104.5k $4.8m $4.8m 0.78% Added +2.0k +1,999
77 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 102,026102.0k $4.6m $4.6m 0.00% Reduced -13.2k -13,169
78 Upper Left Wealth Management, LLC 2.86% of their portfolio TAMPA, FL 100,211100.2k $4.6m $4.6m 2.86% Reduced -6.5k -6,453
79 Columbus Macro, LLC 0.52% of their portfolio NEW CASTLE, PA 99,92999.9k $4.5m $4.5m 0.52% Reduced -1.2k -1,218
80 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 91,64391.6k $4.2m $4.2m 0.08% New
81 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 91,11091.1k $4.1m $4.1m 0.01% Reduced -2.8k -2,766
82 World Investment Advisors 0.08% of their portfolio LINCROFT, NJ 90,18590.2k $4.1m $4.1m 0.08% Reduced -1.7k -1,702
83 Seven Springs Wealth Group, LLC 0.99% of their portfolio BRENTWOOD, TN 90,00590.0k $4.1m $4.1m 0.99% Reduced -695 -695
84 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.26% of their portfolio KNOXVILLE, TN 87,82387.8k $4.0m $4.0m 0.26% Reduced -2.0k -1,987
85 Focus Partners Advisor Solutions, LLC 0.04% of their portfolio SAINT LOUIS, MO 87,35887.4k $4.0m $4.0m 0.04% Added +12.2k +12,153
86 Foster Victor Wealth Advisors, LLC 0.25% of their portfolio GREENVILLE, SC 87,05487.1k $4.0m $4.0m 0.25% Reduced -4.2k -4,221
87 St. Louis Trust Co 0.49% of their portfolio SAINT LOUIS, MO 86,54186.5k $3.9m $3.9m 0.49% Added +3.1k +3,138
88 Mariner, LLC 0.01% of their portfolio Overland Park, KS 85,88885.9k $3.9m $3.9m 0.01% Added +14.3k +14,267
89 EVERGREEN CAPITAL MANAGEMENT LLC 0.09% of their portfolio Bellevue, WA 85,56685.6k $3.9m $3.9m 0.09% Reduced -14.6k -14,610
90 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 83,96084.0k $3.8m $3.8m 0.02% Unchanged
91 Elmwood Wealth Management, Inc. 1.32% of their portfolio BERKELEY, CA 81,94381.9k $3.7m $3.7m 1.32% Added +2.8k +2,838
92 HBK Sorce Advisory LLC 0.09% of their portfolio ERIE, PA 81,39681.4k $3.7m $3.7m 0.09% Added +851 +851
93 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 80,89780.9k $3.7m $3.7m 0.00% Added +67.7k +67,677
94 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 80,14980.1k $3.6m $3.6m 0.00% Added +25.5k +25,491
95 VALLEY NATIONAL ADVISERS INC 0.55% of their portfolio BETHLEHEM, PA 78,11278.1k $3.6m $3.6m 0.55% Reduced -9.2k -9,220
96 Cornerstone Wealth Advisors, Inc. 0.84% of their portfolio EDINA, MN 76,26376.3k $3.5m $3.5m 0.84% Reduced -2.5k -2,547
97 Morton Brown Family Wealth, LLC 0.98% of their portfolio ALLENTOWN, PA 74,81674.8k $3.4m $3.4m 0.98% Reduced -776 -776
98 Texas Yale Capital Corp. 0.11% of their portfolio ST. PETERSBURG, FL 74,70774.7k $3.4m $3.4m 0.11% Added +1.0k +1,049
99 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 73,65473.7k $3.4m $3.4m 0.00% Added +14.0k +14,049
100 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 73,59673.6k $3.3m $3.3m 0.00% Unchanged