# SCHWAB STRATEGIC TR US SML CAP ETF

SCHWAB STRATEGIC TR US SML CAP ETF is a security (CUSIP 808524607) tracked across SEC portfolio filings. 1,395 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.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: US SML CAP ETF
- CUSIP: 808524607
- Asset category: EC
- 13F holders: 1,395
- 13F value: $7.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $11.0M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 1,395 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Empower Advisory Group, LLC](https://search.stillhousedata.com/firm/112058) | 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](https://search.stillhousedata.com/firm/105348) | 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](https://search.stillhousedata.com/firm/158282) | HOLLAND, MI | $112.9M | 3,881,816 |
| [Cerity Partners LLC](https://search.stillhousedata.com/firm/151559) | NEW YORK, NY | $112.0M | 3,844,244 |
| Mariner, LLC | Overland Park, KS | $98.5M | 3,386,087 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $97.4M | 2,788,801 |
| [Steele Capital Management, Inc.](https://search.stillhousedata.com/firm/107097) | DUBUQUE, IA | $82.2M | 2,273,743 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $78.4M | 2,697,192 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $73.2M | 2,027,244 |
| [SIMS INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/169491) | CINCINNATI, OH | $62.7M | 1,734,453 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Schwab VIT Growth Portfolio](https://search.stillhousedata.com/fund/S000036328) | SCHWAB ANNUITY PORTFOLIOS | $11.0M | 635.26% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524607.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.