SCHWAB STRATEGIC TR US LCAP GR ETF is a security (CUSIP 808524300) tracked across SEC portfolio filings. 1,747 institutional managers reported $27.2B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $2.9M via N-PORT as of 2026-03-31.
Showing 15 of 1,747 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.1B | 61,784,989 |
| SEI INVESTMENTS CO | OAKS, PA | $1.4B | 47,564,768 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $1.3B | 43,506,074 |
| LPL Financial LLC | FORT MILL, SC | $1.1B | 37,283,856 |
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $993.5M | 34,105,277 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $577.6M | 17,067,494 |
| Mariner, LLC | Overland Park, KS | $575.7M | 19,764,193 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $530.1M | 18,201,902 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $523.0M | 17,955,640 |
| Avantax Planning Partners, Inc. | DUBUQUE, IA | $506.0M | 14,951,817 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $461.0M | 15,826,527 |
| MATHER GROUP, LLC. | CHICAGO, IL | $440.2M | 13,008,967 |
| Focus Partners Wealth | ST LOUIS, MO | $354.0M | 12,147,955 |
| Fund Evaluation Group, LLC | CINCINNATI, OH | $311.1M | 10,683,794 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $295.6M | 10,146,702 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $2.7M | 185.34% |
| TFA AlphaGen Growth Fund | Tactical Investment Series Trust | $201K | 44.00% |