Vault-13

SCHWAB STRATEGIC TR SCHC

INTL SCEQT ETF · ETP · CUSIP 808524888

525 institutional holders +27 vs Q1 2026
49,231,53049.2m shares reported held*
$2.4bnreported value*
46 new 192 added 159 reduced 19 sold out net bought ≈ $226.1m (+5.2m 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.40.

Trends to Q2 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: 498Q2 26: 525525Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026525

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 181 bought or addedQ3 25: 205 cut or sold outQ4 25: 246 bought or addedQ4 25: 177 cut or sold outQ4 25Q1 26: 191 bought or addedQ1 26: 221 cut or sold outQ2 26: 238 bought or addedQ2 26: 178 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024170175
Q4 2024198149
Q1 2025165199
Q2 2025201194
Q3 2025181205
Q4 2025246177
Q1 2026191221
Q2 2026238178

Biggest buyers

Savant Capital, LLC Added +1,907,437+1.9m
JONES FINANCIAL COMPANIES LLLP Added +909,207+909.2k
Johnson Financial Group, LLC Added +526,839+526.8k
Virginia Estate & Retirement Planning Advisors Inc. New +467,217+467.2k
Diversify Advisory Services, LLC New +347,506+347.5k
Charles Schwab Trust Co Added +180,880+180.9k
Strategic Financial Planning, Inc. New +160,420+160.4k
Systelligence, LLC New +150,934+150.9k
OARSMAN CAPITAL, INC. Added +150,565+150.6k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Added +142,167+142.2k

Biggest sellers

BlackRock, Inc. Reduced -349,299-349.3k
FLOW TRADERS U.S. LLC Sold out -209,968-210.0k
Creative Planning Reduced -109,659-109.7k
AMERICAN CENTURY COMPANIES INC Reduced -105,783-105.8k
MORGAN STANLEY Reduced -83,833-83.8k
Mariner, LLC Reduced -80,256-80.3k
SageView Advisory Group, LLC Reduced -78,006-78.0k
Focus Partners Wealth Reduced -62,429-62.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -37,585-37.6k
Transamerica Financial Advisors, LLC Reduced -33,437-33.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.74% of their portfolio CHARLOTTE, NC 4,476,2304.5m $215.4m $215.4m 0.74% Added +142.2k +142,167
2 Savant Capital, LLC 0.55% of their portfolio ROCKFORD, IL 3,916,0773.9m $185.7m $185.7m 0.55% Added +1.9m +1,907,437
3 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 2,829,3122.8m $136.1m $136.1m 0.08% Reduced -109.7k -109,659
4 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 2,512,1852.5m $120.0m $120.0m 0.05% Added +909.2k +909,207
5 McAdam, LLC 3.18% of their portfolio Philadelphia, PA 1,711,6101.7m $82.4m $82.4m 3.18% Added +66.0k +66,036
6 SageView Advisory Group, LLC 2.69% of their portfolio Newport Beach, CA 1,703,0831.7m $82.0m $82.0m 2.69% Reduced -78.0k -78,006
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,486,0151.5m $71.5m $71.5m 0.00% Reduced -349.3k -349,299
8 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,242,6141.2m $59.8m $59.8m 0.03% Reduced -13.6k -13,574
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,165,3131.2m $56.1m $56.1m 0.00% Added +5.8k +5,827
10 Johnson Financial Group, LLC 2.93% of their portfolio Denver, CO 1,131,1991.1m $54.4m $54.4m 2.93% Added +526.8k +526,839
11 MATHER GROUP, LLC. 0.46% of their portfolio CHICAGO, IL 1,103,7371.1m $53.1m $53.1m 0.46% Added +5.1k +5,099
12 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 962,706962.7k $46.3m $46.3m 0.05% Reduced -62.4k -62,429
13 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.67% of their portfolio Seattle, WA 951,415951.4k $45.8m $45.8m 0.67% Added +94.3k +94,315
14 CHOREO, LLC 0.43% of their portfolio ROCKFORD, IL 813,788813.8k $39.2m $39.2m 0.43% Reduced -4.0k -3,965
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 721,412721.4k $34.7m $34.7m 0.01% Reduced -37.6k -37,585
16 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 623,892623.9k $30.0m $30.0m 0.04% Reduced -11.5k -11,491
17 Charles Schwab Trust Co 1.66% of their portfolio HENDERSON, NV 619,205619.2k $29.8m $29.8m 1.66% Added +180.9k +180,880
18 Pure Financial Advisors, LLC 0.38% of their portfolio SAN DIEGO, CA 613,957614.0k $29.5m $29.5m 0.38% Added +9.7k +9,744
19 Vise Technologies, Inc. 0.27% of their portfolio NEW YORK, NY 491,169491.2k $23.6m $23.6m 0.27% Added +59.8k +59,846
20 GHP Investment Advisors, Inc. 0.85% of their portfolio Denver, CO 481,697481.7k $23.2m $23.2m 0.85% Added +3.9k +3,939
21 Virginia Estate & Retirement Planning Advisors Inc. 0.56% of their portfolio GLEN ALLEN, VA 467,217467.2k $467.2k $467.2k 0.56% New
22 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 417,548417.5k $20.1m $20.1m 0.03% Added +17.8k +17,766
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 414,546414.5k $19.9m $19.9m 0.00% Added +12.0k +11,992
24 Tortoise Investment Management, LLC 1.31% of their portfolio WHITE PLAINS, NY 365,315365.3k $17.6m $17.6m 1.31% Added +4.7k +4,688
25 Diversify Advisory Services, LLC 0.28% of their portfolio SANDY, UT 347,506347.5k $16.7m $16.7m 0.28% New
26 DIVERSIFY WEALTH MANAGEMENT, LLC 0.28% of their portfolio SANDY, UT 347,506347.5k $16.7m $16.7m 0.28% Added +33.0k +32,962
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 326,183326.2k $15.7m $15.7m 0.00% Added +3.5k +3,480
28 Redwood Investment Management, LLC 1.51% of their portfolio SCOTTSDALE, AZ 317,380317.4k $15.3m $15.3m 1.51% Reduced -3.6k -3,639
29 TIAA TRUST, NATIONAL ASSOCIATION 0.87% of their portfolio CHARLOTTE, NC 306,226306.2k $14.7m $14.7m 0.87% Added +5.1k +5,061
30 Rockbridge Investment Management, LCC 1.17% of their portfolio Syracuse, NY 298,760298.8k $14.4m $14.4m 1.17% Reduced -7.1k -7,058
31 Nicholas Hoffman & Company, LLC. 0.30% of their portfolio ATLANTA, GA 296,679296.7k $14.3m $14.3m 0.30% Added +5.6k +5,572
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 285,394285.4k $13.7m $13.7m 0.00% Reduced -83.8k -83,833
33 White & Co Financial Planning Inc 7.91% of their portfolio SUNNYSIDE, WA 265,459265.5k $12.8m $12.8m 7.91% Added +3.0k +2,967
34 Brooklyn FI, LLC 2.30% of their portfolio NEW YORK, NY 260,222260.2k $12.6m $12.6m 2.30% Added +15.6k +15,620
35 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 256,952257.0k $12.4m $12.4m 0.01% Added +14.4k +14,356
36 Summit Financial, LLC 0.13% of their portfolio PARSIPPANY, NJ 253,359253.4k $12.2m $12.2m 0.13% Added +13.1k +13,107
37 HANCOCK WHITNEY CORP 0.20% of their portfolio GULFPORT, MS 247,601247.6k $11.9m $11.9m 0.20% Added +10.7k +10,666
38 Fund Evaluation Group, LLC 0.32% of their portfolio CINCINNATI, OH 246,963247.0k $11.9m $11.9m 0.32% Reduced -9.6k -9,621
39 Mariner, LLC 0.01% of their portfolio Overland Park, KS 213,741213.7k $10.3m $10.3m 0.01% Reduced -80.3k -80,256
40 Main Street Financial Solutions, LLC 0.66% of their portfolio NEWTOWN, PA 213,083213.1k $10.3m $10.3m 0.66% Added +2.6k +2,645
41 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 206,225206.2k $9.9m $9.9m 0.01% Added +63.2k +63,228
42 Clearwater Capital Advisors, LLC 0.72% of their portfolio HOFFMAN ESTATES, IL 204,909204.9k $9.9m $9.9m 0.72% Added +1.7k +1,683
43 Perigon Wealth Management, LLC 0.15% of their portfolio SAN FRANCISCO, CA 203,051203.1k $9.8m $9.8m 0.15% Added +7.6k +7,609
44 ATLAS CAPITAL ADVISORS INC. 1.01% of their portfolio JACKSON, WY 192,503192.5k $9.3m $9.3m 1.01% Added +332 +332
45 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 192,366192.4k $9.2m $9.2m 0.00% Added +13.8k +13,848
46 BlueSky Wealth Advisors, LLC 1.07% of their portfolio New Bern, NC 191,915191.9k $9.2m $9.2m 1.07% Added +9.9k +9,950
47 OARSMAN CAPITAL, INC. 0.96% of their portfolio MILWAUKEE, WI 189,176189.2k $9.1m $9.1m 0.96% Added +150.6k +150,565
48 Fort Vancouver Investment Management, LLC 4.18% of their portfolio VANCOUVER, WA 185,849185.8k $8.9m $8.9m 4.18% Reduced -5.2k -5,209
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 183,072183.1k $8.8m $8.8m 0.00% Added +19.4k +19,404
50 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 177,195177.2k $8.5m $8.5m 0.00% Added +58.1k +58,070
51 EP Wealth Advisors, LLC 0.03% of their portfolio TORRANCE, CA 174,538174.5k $8.4m $8.4m 0.03% Added +1.4k +1,363
52 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 173,811173.8k $8.4m $8.4m 0.01% Reduced -1.8k -1,799
53 MISSION WEALTH MANAGEMENT, LP 0.10% of their portfolio Santa Barbara, CA 173,459173.5k $8.3m $8.3m 0.10% Added +8.9k +8,947
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 171,272171.3k $7.3m $7.3m 0.01% Reduced -7.1k -7,094
55 Brand Asset Management Group, Inc. 1.82% of their portfolio CHESTERFIELD, MO 170,742170.7k $8.2m $8.2m 1.82% Reduced -3.7k -3,706
56 MONETA GROUP INVESTMENT ADVISORS LLC 0.06% of their portfolio ST LOUIS, MO 170,280170.3k $8.2m $8.2m 0.06% Added +4.2k +4,156
57 Courage Miller Partners, LLC 2.14% of their portfolio NORFOLK, VA 168,438168.4k $8.1m $8.1m 2.14% Reduced -789 -789
58 KEYVANTAGE WEALTH, LLC 2.95% of their portfolio BETHLEHEM, PA 162,240162.2k $7.8m $7.8m 2.95% Added +4.6k +4,622
59 Strategic Financial Planning, Inc. 4.03% of their portfolio PLANO, TX 160,420160.4k $7.7m $7.7m 4.03% New
60 Procyon Advisors, LLC 0.33% of their portfolio SHELTON, CT 156,738156.7k $7.5m $7.5m 0.33% Reduced -2.8k -2,837
61 KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio FORT WORTH, TX 153,528153.5k $7.4m $7.4m 0.03% Unchanged
62 Systelligence, LLC 1.21% of their portfolio BLOOMINGTON, MN 150,934150.9k $7.3m $7.3m 1.21% New
63 WEST PACES ADVISORS INC. 1.20% of their portfolio ATLANTA, GA 148,122148.1k $7.1m $7.1m 1.20% Reduced -12.5k -12,511
64 Wedmont Private Capital 0.19% of their portfolio WEST CHESTER, PA 146,761146.8k $7.1m $7.1m 0.19% Reduced -4.3k -4,310
65 Prime Capital Investment Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 141,932141.9k $6.8m $6.8m 0.07% Reduced -59 -59
66 FMR LLC 0.00% of their portfolio BOSTON, MA 141,176141.2k $6.8m $6.8m 0.00% Added +1.1k +1,133
67 Arnold Financial Planning LLC 4.96% of their portfolio HIAWATHA, IA 138,331138.3k $6.7m $6.7m 4.96% Added +3.6k +3,641
68 Beaird Harris Wealth Management, LLC 0.40% of their portfolio DALLAS, TX 133,480133.5k $6.4m $6.4m 0.40% Reduced -671 -671
69 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 130,860130.9k $6.3m $6.3m 0.03% Added +63.0k +63,031
70 Hamrick Investment Counsel, llc 4.15% of their portfolio SEATTLE, WA 130,096130.1k $6.3m $6.3m 4.15% Added +4.5k +4,471
71 Transamerica Financial Advisors, LLC 0.53% of their portfolio CEDAR RAPIDS, IA 128,878128.9k $6.2m $6.2m 0.53% Reduced -33.4k -33,437
72 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 126,816126.8k $6.1m $6.1m 0.00% Added +6.7k +6,704
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 126,697126.7k $6.1m $6.1m 0.00% Added +2.5k +2,464
74 Asset Allocation Strategies LLC 0.91% of their portfolio FARMINGTON, MI 123,208123.2k $5.9m $5.9m 0.91% Added +4.1k +4,142
75 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 120,167120.2k $5.8m $5.8m 0.01% Added +17.9k +17,878
76 Rialto Wealth Management, LLC 1.13% of their portfolio SYRACUSE, NY 118,821118.8k $5.7m $5.7m 1.13% Reduced -4.2k -4,207
77 Brucke Financial, Inc. 2.54% of their portfolio INDIANAPOLIS, IN 118,713118.7k $5.7m $5.7m 2.54% Added +7.8k +7,842
78 Robinswood Financial LLC 1.61% of their portfolio KIRKLAND, WA 116,721116.7k $5.6m $5.6m 1.61% Added +4.4k +4,433
79 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 116,104116.1k $5.6m $5.6m 0.01% Added +43.6k +43,646
80 Stewardship Advisors, LLC 1.15% of their portfolio MOUNT JOY, PA 114,576114.6k $5.5m $5.5m 1.15% Reduced -1.6k -1,629
81 ASHTON THOMAS SECURITIES, LLC 0.81% of their portfolio ROCHESTER, NY 114,520114.5k $5.5m $5.5m 0.81% Reduced -3.5k -3,463
82 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 108,620108.6k $5.2m $5.2m 0.01% Added +65.7k +65,658
83 Columbus Macro, LLC 0.49% of their portfolio NEW CASTLE, PA 105,277105.3k $5.1m $5.1m 0.49% Added +8.8k +8,820
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 104,466104.5k $5.0m $5.0m 0.00% Reduced -4.0k -4,004
85 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 101,548101.5k $4.9m $4.9m 0.04% Added +14.6k +14,638
86 Modern Wealth Management, LLC 0.06% of their portfolio KANSAS CITY, MO 99,06799.1k $4.8m $4.8m 0.06% Added +5.3k +5,271
87 Traveka Wealth, LLC 1.58% of their portfolio LOS ALTOS, CA 99,02799.0k $4.8m $4.8m 1.58% Reduced -575 -575
88 Bell Investment Advisors, Inc 0.70% of their portfolio ORINDA, CA 98,68398.7k $4.7m $4.7m 0.70% Added +203 +203
89 Upper Left Wealth Management, LLC 2.60% of their portfolio TAMPA, FL 97,49097.5k $4.7m $4.7m 2.60% Added +2.0k +2,039
90 World Investment Advisors 0.07% of their portfolio LINCROFT, NJ 95,67795.7k $4.5m $4.5m 0.07% Unchanged
91 Compound Planning, Inc. 0.12% of their portfolio NEW YORK, NY 95,66595.7k $4.6m $4.6m 0.12% Reduced -6.1k -6,054
92 Elmwood Wealth Management, Inc. 1.10% of their portfolio BERKELEY, CA 91,80491.8k $4.4m $4.4m 1.10% Added +3.0k +2,955
93 St. Louis Trust Co 3.81% of their portfolio SAINT LOUIS, MO 87,16287.2k $37.0m $37.0m 3.81% Added +621 +621
94 Commonwealth Financial Services, LLC 0.56% of their portfolio VIENNA, WV 86,56086.6k $4.2m $4.2m 0.56% New
95 Texas Yale Capital Corp. 0.09% of their portfolio ST. PETERSBURG, FL 86,38286.4k $4.2m $4.2m 0.09% Added +2.7k +2,734
96 EVERGREEN CAPITAL MANAGEMENT LLC 0.07% of their portfolio Bellevue, WA 85,62285.6k $4.1m $4.1m 0.07% Added +4 +4
97 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 83,83383.8k $4.0m $4.0m 0.00% Added +79.3k +79,284
98 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 80,59880.6k $3.9m $3.9m 0.00% Reduced -10.4k -10,360
99 Seven Springs Wealth Group, LLC 0.84% of their portfolio BRENTWOOD, TN 79,81479.8k $3.8m $3.8m 0.84% Reduced -492 -492
100 Cornerstone Wealth Advisors, Inc. 0.80% of their portfolio EDINA, MN 79,38279.4k $3.8m $3.8m 0.80% Added +701 +701