Vault-13

SCHWAB STRATEGIC TR SCHC

INTL SCEQT ETF · ETP · CUSIP 808524888

498 institutional holders +0 vs Q4 2025
44,111,61344.1m shares reported held*
$2.1bnreported value*
43 new 148 added 180 reduced 41 sold out net sold ≈ $208.3m (-4.5m 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 ($2.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.88.

Trends to Q1 2026

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: 463Q4 25: 498Q1 26: 498498Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025498
Q1 2026498

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 246 bought or addedQ4 25: 177 cut or sold outQ1 26: 191 bought or addedQ1 26: 221 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024156186
Q3 2024170175
Q4 2024198149
Q1 2025165199
Q2 2025201194
Q3 2025181205
Q4 2025246177
Q1 2026191221

Biggest buyers

Creative Planning Added +1,684,044+1.7m
JONES FINANCIAL COMPANIES LLLP Added +555,641+555.6k
BlackRock, Inc. Added +503,475+503.5k
ENVESTNET ASSET MANAGEMENT INC Added +215,334+215.3k
Mariner, LLC Added +199,747+199.7k
BlueSky Wealth Advisors, LLC New +181,965+182.0k
EP Wealth Advisors, LLC Added +150,038+150.0k
DIVERSIFY WEALTH MANAGEMENT, LLC Added +116,947+116.9k
RAYMOND JAMES FINANCIAL INC Added +101,811+101.8k
AMERICAN CENTURY COMPANIES INC Added +84,728+84.7k

Biggest sellers

TIAA TRUST, NATIONAL ASSOCIATION Reduced -3,875,947-3.9m
JANE STREET GROUP, LLC Sold out -1,585,259-1.6m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -831,997-832.0k
Corient Private Wealth LP Reduced -601,225-601.2k
Valmark Advisers, Inc. Sold out -269,681-269.7k
BANK OF AMERICA CORP /DE/ Reduced -219,436-219.4k
Strategic Financial Planning, Inc. Sold out -170,239-170.2k
Savant Capital, LLC Reduced -146,656-146.7k
Johnson Financial Group, LLC Reduced -137,324-137.3k
MORGAN STANLEY Reduced -134,101-134.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.78% of their portfolio CHARLOTTE, NC 4,334,0634.3m $202.6m $202.6m 0.78% First filing
2 Creative Planning 0.09% of their portfolio OVERLAND PARK, KS 2,938,9712.9m $137.4m $137.4m 0.09% Added +1.7m +1,684,044
3 Savant Capital, LLC 0.45% of their portfolio ROCKFORD, IL 2,008,6402.0m $93.9m $93.9m 0.45% Reduced -146.7k -146,656
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,835,3141.8m $85.8m $85.8m 0.00% Added +503.5k +503,475
5 SageView Advisory Group, LLC 3.04% of their portfolio Newport Beach, CA 1,781,0891.8m $83.2m $83.2m 3.04% Added +27.0k +26,980
6 McAdam, LLC 3.47% of their portfolio Philadelphia, PA 1,645,5741.6m $76.9m $76.9m 3.47% Added +42.3k +42,294
7 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 1,602,9781.6m $72.8m $72.8m 0.03% Added +555.6k +555,641
8 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,256,1881.3m $58.7m $58.7m 0.03% Reduced -35.0k -34,983
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,159,4861.2m $54.2m $54.2m 0.00% Reduced -77.9k -77,912
10 MATHER GROUP, LLC. 0.51% of their portfolio CHICAGO, IL 1,098,6381.1m $51.4m $51.4m 0.51% Reduced -4.5k -4,465
11 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 1,025,1351.0m $47.9m $47.9m 0.05% Reduced -5.1k -5,055
12 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.70% of their portfolio Seattle, WA 857,100857.1k $40.1m $40.1m 0.70% Added +79.9k +79,946
13 CHOREO, LLC 0.47% of their portfolio ROCKFORD, IL 817,753817.8k $38.2m $38.2m 0.47% Added +11.5k +11,471
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 758,997759.0k $35.5m $35.5m 0.01% Added +215.3k +215,334
15 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 635,383635.4k $29.6m $29.6m 0.04% Reduced -601.2k -601,225
16 Johnson Financial Group, LLC 1.88% of their portfolio Denver, CO 604,360604.4k $28.2m $28.2m 1.88% Reduced -137.3k -137,324
17 Pure Financial Advisors, LLC 0.41% of their portfolio SAN DIEGO, CA 604,213604.2k $28.2m $28.2m 0.41% Reduced -4.4k -4,358
18 GHP Investment Advisors, Inc. 0.92% of their portfolio Denver, CO 477,758477.8k $22.3m $22.3m 0.92% Reduced -352 -352
19 Charles Schwab Trust Co 1.33% of their portfolio HENDERSON, NV 438,325438.3k $20.5m $20.5m 1.33% Added +15.9k +15,912
20 Vise Technologies, Inc. 0.39% of their portfolio NEW YORK, NY 431,323431.3k $19.6m $19.6m 0.39% Unchanged
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 402,554402.6k $18.8m $18.8m 0.00% Added +6.3k +6,323
22 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 399,782399.8k $18.7m $18.7m 0.03% Reduced -6.6k -6,559
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 369,227369.2k $17.3m $17.3m 0.00% Reduced -134.1k -134,101
24 Tortoise Investment Management, LLC 1.39% of their portfolio WHITE PLAINS, NY 360,627360.6k $16.9m $16.9m 1.39% Added +3.7k +3,700
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 322,703322.7k $15.1m $15.1m 0.00% Added +101.8k +101,811
26 Redwood Investment Management, LLC 1.86% of their portfolio SCOTTSDALE, AZ 321,019321.0k $15.0m $15.0m 1.86% Reduced -39.2k -39,217
27 DIVERSIFY WEALTH MANAGEMENT, LLC 0.28% of their portfolio SANDY, UT 314,544314.5k $15.4m $15.4m 0.28% Added +116.9k +116,947
28 Rockbridge Investment Management, LCC 1.28% of their portfolio Syracuse, NY 305,818305.8k $14.3m $14.3m 1.28% Reduced -5.7k -5,686
29 TIAA TRUST, NATIONAL ASSOCIATION 0.86% of their portfolio CHARLOTTE, NC 301,165301.2k $14.1m $14.1m 0.86% Reduced -3.9m -3,875,947
30 Mariner, LLC 0.02% of their portfolio Overland Park, KS 293,997294.0k $13.7m $13.7m 0.02% Added +199.7k +199,747
31 Nicholas Hoffman & Company, LLC. 0.31% of their portfolio ATLANTA, GA 291,107291.1k $13.6m $13.6m 0.31% Added +6.5k +6,485
32 White & Co Financial Planning Inc 8.63% of their portfolio SUNNYSIDE, WA 262,492262.5k $12.3m $12.3m 8.63% Reduced -4.3k -4,350
33 Fund Evaluation Group, LLC 0.37% of their portfolio CINCINNATI, OH 256,584256.6k $12.0m $12.0m 0.37% Reduced -15.2k -15,183
34 Brooklyn FI, LLC 2.40% of their portfolio NEW YORK, NY 244,602244.6k $11.4m $11.4m 2.40% Added +26.4k +26,364
35 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 242,596242.6k $11.3m $11.3m 0.01% Added +3.6k +3,611
36 Summit Financial, LLC 0.14% of their portfolio PARSIPPANY, NJ 240,252240.3k $11.2m $11.2m 0.14% Added +3.4k +3,439
37 HANCOCK WHITNEY CORP 0.21% of their portfolio GULFPORT, MS 236,935236.9k $11.9m $11.9m 0.21% Added +8.3k +8,319
38 Main Street Financial Solutions, LLC 0.72% of their portfolio NEWTOWN, PA 210,438210.4k $9.8m $9.8m 0.72% Reduced -872 -872
39 FLOW TRADERS U.S. LLC 0.31% of their portfolio NEW YORK, NY 209,968210.0k $9.8m $9.8m 0.31% Reduced -6.5k -6,486
40 Clearwater Capital Advisors, LLC 0.77% of their portfolio HOFFMAN ESTATES, IL 203,226203.2k $9.5m $9.5m 0.77% Added +12.4k +12,414
41 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 195,442195.4k $9.1m $9.1m 0.17% Added +22.7k +22,712
42 ATLAS CAPITAL ADVISORS INC. 1.03% of their portfolio JACKSON, WY 192,171192.2k $9.0m $9.0m 1.03% Reduced -7.4k -7,413
43 Fort Vancouver Investment Management, LLC 4.53% of their portfolio VANCOUVER, WA 191,058191.1k $8.9m $8.9m 4.53% Added +3.3k +3,331
44 BlueSky Wealth Advisors, LLC 1.10% of their portfolio New Bern, NC 181,965182.0k $8.5m $8.5m 1.10% New
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 178,518178.5k $8.3m $8.3m 0.00% Added +82.5k +82,536
46 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 178,366178.4k $7.5m $7.5m 0.02% Reduced -83.4k -83,447
47 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 175,610175.6k $8.2m $8.2m 0.01% Reduced -4.5k -4,462
48 Brand Asset Management Group, Inc. 2.12% of their portfolio CHESTERFIELD, MO 174,448174.4k $8.2m $8.2m 2.12% Reduced -2.1k -2,126
49 EP Wealth Advisors, LLC 0.04% of their portfolio TORRANCE, CA 173,175173.2k $8.1m $8.1m 0.04% Added +150.0k +150,038
50 Courage Miller Partners, LLC 2.23% of their portfolio NORFOLK, VA 169,227169.2k $7.9m $7.9m 2.23% Reduced -58 -58
51 MONETA GROUP INVESTMENT ADVISORS LLC 0.06% of their portfolio ST LOUIS, MO 166,124166.1k $7.8m $7.8m 0.06% Reduced -8.6k -8,602
52 MISSION WEALTH MANAGEMENT, LP 0.16% of their portfolio Santa Barbara, CA 164,512164.5k $7.7m $7.7m 0.16% Reduced -5.4k -5,385
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 163,668163.7k $7.6m $7.6m 0.00% Reduced -4.4k -4,387
54 Transamerica Financial Advisors, LLC 0.65% of their portfolio CEDAR RAPIDS, IA 162,315162.3k $7.6m $7.6m 0.65% Reduced -12.4k -12,372
55 WEST PACES ADVISORS INC. 1.45% of their portfolio ATLANTA, GA 160,633160.6k $7.5m $7.5m 1.45% Reduced -10.1k -10,126
56 Procyon Advisors, LLC 0.37% of their portfolio SHELTON, CT 159,575159.6k $7.5m $7.5m 0.37% Reduced -8.8k -8,822
57 KEYVANTAGE WEALTH, LLC 3.25% of their portfolio BETHLEHEM, PA 157,618157.6k $7.4m $7.4m 3.25% Added +1.9k +1,948
58 KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio FORT WORTH, TX 153,528153.5k $7.2m $7.2m 0.03% Added +69.6k +69,568
59 Wedmont Private Capital 0.24% of their portfolio WEST CHESTER, PA 151,071151.1k $7.4m $7.4m 0.24% Added +56 +56
60 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 142,997143.0k $6.7m $6.7m 0.01% Added +49.3k +49,327
61 Prime Capital Investment Advisors, LLC 0.08% of their portfolio OVERLAND PARK, KS 141,991142.0k $6.6m $6.6m 0.08% Reduced -375 -375
62 FMR LLC 0.00% of their portfolio BOSTON, MA 140,043140.0k $6.5m $6.5m 0.00% Added +15.2k +15,240
63 Arnold Financial Planning LLC 5.88% of their portfolio HIAWATHA, IA 134,690134.7k $6.3m $6.3m 5.88% Added +7.1k +7,115
64 Beaird Harris Wealth Management, LLC 0.43% of their portfolio DALLAS, TX 134,151134.2k $6.3m $6.3m 0.43% Reduced -7.2k -7,242
65 Hamrick Investment Counsel, llc 3.25% of their portfolio SEATTLE, WA 125,625125.6k $5.9m $5.9m 3.25% Added +5.6k +5,607
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 124,233124.2k $5.8m $5.8m 0.00% Reduced -75.8k -75,816
67 Rialto Wealth Management, LLC 1.29% of their portfolio SYRACUSE, NY 123,028123.0k $5.8m $5.8m 1.29% Reduced -38.6k -38,588
68 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 120,112120.1k $5.6m $5.6m 0.00% Added +12.1k +12,124
69 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 119,125119.1k $5.6m $5.6m 0.00% Reduced -219.4k -219,436
70 Asset Allocation Strategies LLC 0.99% of their portfolio FARMINGTON, MI 119,066119.1k $5.6m $5.6m 0.99% Added +364 +364
71 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 118,295118.3k $5.5m $5.5m 0.00% Added +84.7k +84,728
72 ASHTON THOMAS SECURITIES, LLC 0.69% of their portfolio ROCHESTER, NY 117,983118.0k $5.5m $5.5m 0.69% Added +4.1k +4,134
73 Stewardship Advisors, LLC 1.25% of their portfolio MOUNT JOY, PA 116,205116.2k $5.4m $5.4m 1.25% Reduced -35.0k -34,951
74 Robinswood Financial LLC 1.65% of their portfolio KIRKLAND, WA 112,288112.3k $5.2m $5.2m 1.65% Added +330 +330
75 Brucke Financial, Inc. 2.63% of their portfolio INDIANAPOLIS, IN 110,871110.9k $5.2m $5.2m 2.63% Reduced -8.9k -8,943
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 108,470108.5k $5.1m $5.1m 0.00% Reduced -131.4k -131,426
77 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 102,289102.3k $4.8m $4.8m 0.01% Added +19.5k +19,486
78 Compound Planning, Inc. 0.15% of their portfolio NEW YORK, NY 101,719101.7k $4.8m $4.8m 0.15% Added +3.2k +3,162
79 Traveka Wealth, LLC 1.78% of their portfolio LOS ALTOS, CA 99,60299.6k $4.7m $4.7m 1.78% Reduced -5.8k -5,825
80 Bell Investment Advisors, Inc 0.72% of their portfolio ORINDA, CA 98,48098.5k $4.6m $4.6m 0.72% Reduced -6.2k -6,239
81 Columbus Macro, LLC 0.48% of their portfolio NEW CASTLE, PA 96,45796.5k $4.5m $4.5m 0.48% Reduced -83 -83
82 World Investment Advisors 0.07% of their portfolio LINCROFT, NJ 95,67795.7k $4.5m $4.5m 0.07% Reduced -1.4k -1,439
83 Upper Left Wealth Management, LLC 2.63% of their portfolio TAMPA, FL 95,45195.5k $4.5m $4.5m 2.63% Reduced -2.9k -2,901
84 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 93,79693.8k $4.4m $4.4m 0.08% Added +2.1k +2,060
85 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 90,95891.0k $4.3m $4.3m 0.01% Reduced -5 -5
86 Elmwood Wealth Management, Inc. 1.15% of their portfolio BERKELEY, CA 88,84988.8k $4.2m $4.2m 1.15% Added +5.6k +5,600
87 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 86,91086.9k $4.1m $4.1m 0.04% Added +67.7k +67,701
88 St. Louis Trust Co 0.47% of their portfolio SAINT LOUIS, MO 86,54186.5k $4.0m $4.0m 0.47% Unchanged
89 EVERGREEN CAPITAL MANAGEMENT LLC 0.09% of their portfolio Bellevue, WA 85,61885.6k $4.0m $4.0m 0.09% Unchanged
90 Texas Yale Capital Corp. 0.11% of their portfolio ST. PETERSBURG, FL 83,64883.6k $3.9m $3.9m 0.11% Added +2.2k +2,248
91 HBK Sorce Advisory LLC 0.08% of their portfolio ERIE, PA 80,98281.0k $4.2m $4.2m 0.08% Reduced -314 -314
92 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.24% of their portfolio KNOXVILLE, TN 80,33680.3k $3.8m $3.8m 0.24% Reduced -3.0k -3,032
93 Seven Springs Wealth Group, LLC 0.87% of their portfolio BRENTWOOD, TN 80,30680.3k $3.8m $3.8m 0.87% Reduced -9.6k -9,615
94 Cornerstone Wealth Advisors, Inc. 0.85% of their portfolio EDINA, MN 78,68178.7k $3.7m $3.7m 0.85% Reduced -155 -155
95 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 73,59673.6k $3.4m $3.4m 0.00% Reduced -11 -11
96 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 72,45872.5k $3.4m $3.4m 0.01% Added +20.6k +20,624
97 SIGNAL TREE FINANCIAL PARTNERS LLC 2.53% of their portfolio COPLEY, OH 71,73471.7k $3.4m $3.4m 2.53% Added +1.3k +1,339
98 Jacobs Equity LLC 3.22% of their portfolio DRAPER, UT 70,40670.4k $3.6m $3.6m 3.22% Added +335 +335
99 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 69,72169.7k $3.3m $3.3m 0.00% Added +1.4k +1,423
100 Morton Brown Family Wealth, LLC 0.85% of their portfolio ALLENTOWN, PA 68,78268.8k $3.2m $3.2m 0.85% Reduced -1.1k -1,064