SCHWAB STRATEGIC TR US LCAP VA ETF

SCHWAB STRATEGIC TR US LCAP VA ETF is a security (CUSIP 808524409) tracked across SEC portfolio filings. 1,036 institutional managers reported $10.7B on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 1,036 managers by value.

ManagerLocationValueShares
Financial Engines Advisors L.L.C.SANTA CLARA, CA$1.5B48,427,803
SEI INVESTMENTS COOAKS, PA$1.4B44,768,506
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$451.2M12,960,727
Avantax Planning Partners, Inc.DUBUQUE, IA$355.5M10,212,910
MATHER GROUP, LLC.CHICAGO, IL$351.5M10,099,022
OSAIC HOLDINGS, INC.PHOENIX, AZ$343.0M11,280,212
Mariner, LLCOverland Park, KS$279.8M9,175,772
VANTAGEPOINT INVESTMENT ADVISERS LLCWASHINGTON, DC$269.9M7,753,808
MONETA GROUP INVESTMENT ADVISORS LLCST LOUIS, MO$154.5M5,065,538
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPLYMOUTH, MN$128.2M3,727,556
Beacon Pointe Advisors, LLCNEWPORT BEACH, CA$118.1M3,873,113
Gemmer Asset Management LLCWALNUT CREEK, CA$117.4M3,373,480
Cetera Investment AdvisersSCHAUMBURG, IL$108.1M3,544,184
RAINEY & RANDALL WEALTH ADVISORS INC.Celebration, FL$105.1M3,018,201
Mokosak Advisory Group, LLCURBANDALE, IA$104.9M3,013,603

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