SCUSSCHWAB STRATEGIC TR
CUSIP 808524623 · Yahoo Finance ↗ · Google Finance ↗
Schwab Strategic Tr (SCUS) has 25 institutional holders in Filings Flow’s 13F database, together reporting 1.84M shares worth $16M as of Q1 2026. The largest reported holders are Cambridge Investment Research Advisors, Inc., Kingsview Wealth Management, LLC, and Goldman Sachs Group Inc.
Institutional Holders
25
Q1 2026
Reported Value
$16M
Ticker
SCUS
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Kaizen Financial Strategies$236M AUM | 0.84% | $2M | 79.1K | Q1 2026 |
| Hummer Financial Advisory Services Inc$152M AUM | 0.44% | $624,960 | 24.8K | Q1 2026 |
| Mainstream Capital Management LLC$149M AUM | 0.33% | $490,972 | 19.5K | Q1 2026 |
| Coastwise Capital Group, LLC$180M AUM | 0.29% | $526,748 | 20.9K | Q1 2026 |
| Integrity Advisory Solutions, LLC$757M AUM | 0.23% | $2M | 69.6K | Q1 2026 |
| Sculati Wealth Management, LLC$271M AUM | 0.13% | $350,053 | 13.9K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.08% | $536,158 | 21.3K | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $2M | 90.1K | Q2 2025OLDER |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.04% | $338,108 | 13.4K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $636,602 | 25.3K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.02% | $2M | 70.4K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $571,477 | 22.7K | Q1 2026 |
| Anfield Capital Management, LLC$363M AUM | 0.01% | $46,015 | 1.8K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $17,514 | 695 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $52,013 | 2.1K | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $12,590 | 500 | Q4 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $664,163 | 26.4K | Q1 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $12,524 | 497 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $50,500 | 2.0K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 63.6K | Q1 2026 |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $2,521 | 100 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $416,096 | 16.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $694,814 | 27.6K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 86.7K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 65.5K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $59,935 | 2.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $10,024 | 397 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $550,091 | 21.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $24,459 | 971 | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,000 | 20 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1,000 | 30 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.