SCHWAB STRATEGIC TR US SML CAP ETF is a security (CUSIP 808524607) tracked across SEC portfolio filings. 1,392 institutional managers reported $7.8B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $11.0M via N-PORT as of 2026-03-31.
Showing 15 of 1,392 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Empower Advisory Group, LLC | Greenwood Village, CO | $1.1B | 36,903,750 |
| SEI INVESTMENTS CO | OAKS, PA | $428.5M | 14,734,817 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $424.2M | 14,587,526 |
| Creative Planning | Overland Park, KS | $174.3M | 5,992,974 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $168.8M | 5,804,013 |
| UBS Group AG | Zurich, V8 | $149.2M | 5,129,724 |
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $133.3M | 4,583,359 |
| Advisory Alpha, LLC | HOLLAND, MI | $112.9M | 3,881,816 |
| Cerity Partners LLC | NEW YORK, NY | $112.0M | 3,844,244 |
| Mariner, LLC | Overland Park, KS | $98.5M | 3,386,087 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $97.4M | 2,788,801 |
| Steele Capital Management, Inc. | DUBUQUE, IA | $82.2M | 2,273,743 |
| LPL Financial LLC | FORT MILL, SC | $78.4M | 2,697,192 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $73.2M | 2,027,244 |
| SIMS INVESTMENT MANAGEMENT, LLC | CINCINNATI, OH | $62.7M | 1,734,453 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Schwab VIT Growth Portfolio | SCHWAB ANNUITY PORTFOLIOS | $11.0M | 635.26% |