# SCHWAB STRATEGIC TR US LCAP VA ETF

SCHWAB STRATEGIC TR US LCAP VA ETF is a security (CUSIP 808524409) tracked across SEC portfolio filings. 1,041 institutional managers reported $10.8B on Form 13F as of 2026-06-30.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: US LCAP VA ETF
- CUSIP: 808524409
- 13F holders: 1,041
- 13F value: $10.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 1,041 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $1.5B | 48,427,803 |
| SEI INVESTMENTS CO | OAKS, PA | $1.4B | 44,768,506 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $451.2M | 12,960,727 |
| [Avantax Planning Partners, Inc.](https://search.stillhousedata.com/firm/106237) | DUBUQUE, IA | $355.5M | 10,212,910 |
| [MATHER GROUP, LLC.](https://search.stillhousedata.com/firm/156005) | CHICAGO, IL | $351.5M | 10,099,022 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $343.0M | 11,280,212 |
| Mariner, LLC | Overland Park, KS | $279.8M | 9,175,772 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $269.9M | 7,753,808 |
| [MONETA GROUP INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/104727) | ST LOUIS, MO | $154.5M | 5,065,538 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $128.2M | 3,727,556 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $127.9M | 3,674,944 |
| [Beacon Pointe Advisors, LLC](https://search.stillhousedata.com/firm/119290) | NEWPORT BEACH, CA | $118.1M | 3,873,113 |
| [Gemmer Asset Management LLC](https://search.stillhousedata.com/firm/109034) | WALNUT CREEK, CA | $117.4M | 3,373,480 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $108.1M | 3,544,184 |
| [RAINEY & RANDALL WEALTH ADVISORS INC.](https://search.stillhousedata.com/firm/116251) | Celebration, FL | $105.1M | 3,018,201 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524409.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.