13FBOX
SCHWAB STRATEGIC TR · 13F Institutional Holdings
Options Calculator Rankings
S

SCHWAB STRATEGIC TR

SCHM
Institutions
1070
Combined AUM (Q2 2026)
$10.18B
Combined Shares (Q2 2026)
277.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+15.3M
459 · 109 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-17.4M
466 · 49 Exit · ≈
⚖️ Net
-2.1M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.18B
Institutions
1070
New Buys
109
Adds
350
Reduces
417
Exits
49
Unchanged
194
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Financial Engines Advisors L.L.C.
3.39%3.57%#43$1.91B51.8M$1.76B56.8M-5.1M-8.92%Reduce
Creative Planning
0.63%0.62%#219$1.07B29.0M$911.2M29.4M-415,802-1.41%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.25%0.22%#362$463.4M12.6M$360.3M11.6M+930,189+7.99%Add
MONETA GROUP INVESTMENT ADVISORS LLC
3.21%2.63%#47$433.9M11.8M$348.9M11.3M+499,305+4.43%Add
JONES FINANCIAL COMPANIES LLLP
0.11%0.07%#507$266.2M7.3M$145.5M4.8M+2.6M+53.40%Add
Advisory Alpha, LLC
6.32%6.05%#14$257.5M7.0M$221.4M7.2M-167,760-2.35%Reduce
HighTower Advisors, LLC
0.22%0.22%#387$226.7M6.1M$210.8M6.8M-660,451-9.70%Reduce
Cerity Partners LLC
0.24%0.24%#369$198.5M5.7M$170.9M5.5M+219,018+3.97%Add
Legacy Wealth Management, LLC
8.27%7.8%#10$158.0M4.3M$133.8M4.3M-33,621-0.78%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.2%0.23%#406$118.7M3.3M$107.3M3.4M-102,935-3.01%Reduce
Savant Capital, LLC
0.34%0.07%#311$114.6M3.2M$14.8M479,148+2.8M+574.46%Add
JMG Financial Group, Ltd.
2.74%2.65%#56$113.4M3.1M$95.3M3.1M-5,275-0.17%Reduce
Fragasso Financial Advisors Inc
5.62%5.55%#22$105.7M2.9M$92.0M2.9M-55,479-1.90%Reduce
Mariner, LLC
0.1%0.1%#517$96.9M2.6M$84.5M2.7M-100,806-3.70%Reduce
UBS Group AG
0.01%0.01%#852$84.3M2.3M$71.1M2.3M-11,169-0.49%Reduce
LPL Financial LLC
0.02%0.02%#789$74.4M2.0M$59.7M1.9M+90,945+4.72%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.02%#783$68.6M1.9M$56.5M1.8M+34,957+1.92%Add
Prime Capital Investment Advisors, LLC
0.65%0.67%#211$67.5M1.8M$58.0M1.9M-43,211-2.31%Reduce
Waverly Advisors, LLC
0.36%0.39%#293$62.7M1.7M$52.7M1.7M-3,231-0.19%Reduce
MORGAN STANLEY
<0.01%<0.01%#960$60.8M1.6M$77.1M2.6M-951,932-36.60%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#881$60.4M1.6M$36.7M1.2M+452,264+38.17%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#824$57.2M1.6M$43.8M1.4M+139,644+9.87%Add
93 Financial Group, LLC
21.82%21.86%#1$55.3M1.5M$49.0M1.6M-83,872-5.30%Reduce
Beacon Pointe Advisors, LLC
0.25%0.24%#355$54.7M1.5M$45.9M1.5M+1,168+0.08%Add
CAPTRUST FINANCIAL ADVISORS
0.08%0.08%#562$52.4M1.4M$43.4M1.4M+18,701+1.33%Add
Cetera Investment Advisers
0.05%0.04%#647$52.3M1.4M$39.8M1.3M+133,205+10.36%Add
Advocacy Wealth Management, LLC
2.16%2.16%#83$49.0M1.6M$49.0M1.6M00.00%Unchanged
AMERIPRISE FINANCIAL INC
0.01%0.01%#868$46.7M1.3M$38.5M1.2M+23,929+1.93%Add
Summit Asset Management, LLC
5.95%5.46%#18$46.4M1.3M$39.3M1.3M-9,738-0.77%Reduce
Financial Solutions Advisory Group, Inc.
5.77%5.48%#19$45.7M1.3M$39.6M1.3M-3,901-0.30%Reduce
Dynamic Advisor Solutions LLC
1.25%1.11%#138$44.2M1.2M$35.3M1.1M+59,632+5.23%Add
BLB&B Advisors, LLC
1.61%1.56%#112$44.1M1.2M$37.7M1.2M-21,123-1.73%Reduce
Summit Financial Strategies, Inc.
2.93%3.13%#53$41.7M1.1M$39.7M1.3M-151,033-11.78%Reduce
Focus Partners Wealth
0.04%0.03%#666$41.7M1.1M$26.0M840,847+290,462+34.54%Add
Mokosak Advisory Group, LLC
9.02%8.8%#8$41.7M1.1M$35.2M1.1M-5,697-0.50%Reduce
Chicago Partners Investment Group LLC
0.77%0.77%#197$38.6M1.1M$34.3M1.0M+79,204+7.79%Add
SAGE FINANCIAL GROUP INC
2.05%1.98%#88$37.1M1.0M$30.5M984,403+20,799+2.11%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#974$35.6M965,564$26.9M869,673+95,891+11.03%Add
High Note Wealth, LLC
5.77%5.5%#20$33.8M916,640$28.0M903,908+12,732+1.41%Add
BlackRock, Inc.
<0.01%<0.01%#1027$32.7M887,355$18.9M609,081+278,274+45.69%Add
MERCER GLOBAL ADVISORS INC /ADV
0.04%0.04%#675$32.2M873,101$26.8M865,348+7,753+0.90%Add
CHOREO, LLC
0.34%0.34%#304$32.1M871,833$27.5M886,907-15,074-1.70%Reduce
Gemmer Asset Management LLC
2.16%2.17%#84$31.8M863,655$27.4M885,367-21,712-2.45%Reduce
Cambridge Investment Research Advisors, Inc.
0.07%0.07%#577$31.0M841,424$28.6M925,224-83,800-9.06%Reduce
Corient Private Wealth LLC
0.02%0.04%#754$30.3M821,648$25.6M828,191-6,543-0.79%Reduce
JOHNSON INVESTMENT COUNSEL INC
0.22%0.16%#385$30.1M815,376$20.3M657,230+158,146+24.06%Add
IFP Advisors, Inc
0.52%0.5%#245$28.6M775,129$24.0M774,872+257+0.03%Add
Koshinski Asset Management, Inc.
1.51%1.47%#119$28.4M769,563$23.5M759,197+10,366+1.37%Add
Seneca Financial Advisors LLC
7.35%6.9%#12$28.3M767,806$23.6M761,028+6,778+0.89%Add
OSAIC HOLDINGS, INC.
0.03%0.03%#696$28.3M766,354$20.6M664,802+101,552+15.28%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow