Who Owns SCHWAB STRATEGIC (SCUS)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $50.1M of SCHWAB STRATEGIC (SCUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($26.1M), CITADEL ADVISORS LLC ($6.9M), SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($2.6M), Integrity Advisory Solutions, LLC ($2.3M), Savvy Advisors, Inc. ($1.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$26.1M1.0MTrimmed
2CITADEL ADVISORS LLC$6.9M272,901Added
3SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$2.6M2.6MNew
4Integrity Advisory Solutions, LLC$2.3M89,567Added
5Savvy Advisors, Inc.$1.4M57,581Added
6Concurrent Investment Advisors, LLC$1.3M50,919Trimmed
7Kaizen Financial Strategies$1.1M42,874Trimmed
8JANE STREET GROUP, LLC$1.1M42,115Added
9Mariner, LLC$833,21733,097Added
10WealthPlan Investment Management, LLC$806,15432,022Added
11Waverly Advisors, LLC$666,88326,490Added
12Hummer Financial Advisory Services Inc$624,34024,800Hold
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$597,47823,733New
14Coastwise Capital Group, LLC$523,88420,810Trimmed
15JAMES INVESTMENT RESEARCH, INC.$410,20216,294Added
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$402,87516,038Trimmed
17Mainstream Capital Management LLC$363,55214,441Trimmed
18January Capital Advisors LLC$345,93013,741Trimmed
19HRT FINANCIAL LP$345,00013,722New
20Sculati Wealth Management, LLC$321,69412,790Trimmed
21AUCTUS ADVISORS LLC$300,28711,928New
22EQUITABLE TRUST CO$251,75010,000New
23Focus Partners Wealth$251,6149,994New
24Mann Financial Group, Inc.$226,5759,000New
25TD Waterhouse Canada Inc.$59,8642,385Hold

Source: SEC Form 13F filings · as of 2026-06-30