# SCHWAB STRATEGIC TR US LCAP GR ETF

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.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: US LCAP GR ETF
- CUSIP: 808524300
- Asset category: OTHER
- 13F holders: 1,747
- 13F value: $27.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $2.9M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $1.3B | 43,506,074 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $523.0M | 17,955,640 |
| [Avantax Planning Partners, Inc.](https://search.stillhousedata.com/firm/106237) | DUBUQUE, IA | $506.0M | 14,951,817 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $461.0M | 15,826,527 |
| [MATHER GROUP, LLC.](https://search.stillhousedata.com/firm/156005) | CHICAGO, IL | $440.2M | 13,008,967 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $354.0M | 12,147,955 |
| [Fund Evaluation Group, LLC](https://search.stillhousedata.com/firm/121658) | CINCINNATI, OH | $311.1M | 10,683,794 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $295.6M | 10,146,702 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $2.7M | 185.34% |
| [TFA AlphaGen Growth Fund](https://search.stillhousedata.com/fund/S000071477) | Tactical Investment Series Trust | $201K | 44.00% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524300.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.