# SCHWAB STRATEGIC TR FUNDAMENTAL EMER

SCHWAB STRATEGIC TR FUNDAMENTAL EMER is a security (CUSIP 808524730) tracked across SEC portfolio filings. 516 institutional managers reported $7.2B on Form 13F as of 2026-06-30.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: FUNDAMENTAL EMER
- CUSIP: 808524730
- 13F holders: 516
- 13F value: $7.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 516 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $4.7B | 124,019,404 |
| FMR LLC | BOSTON, MA | $591.6M | 15,461,815 |
| MORGAN STANLEY | NEW YORK, NY | $144.5M | 3,775,582 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $107.1M | 2,799,303 |
| VICTORY CAPITAL MANAGEMENT INC | San Antonio, TX | $85.2M | 2,226,548 |
| [Bogart Wealth, LLC](https://search.stillhousedata.com/firm/283886) | MCLEAN, VA | $74.8M | 1,885,735 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $55.5M | 1,397,794 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $44.7M | 1,168,564 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $39.1M | 1,022,318 |
| Unison Advisors LLC | PROVIDENCE, RI | $38.6M | 971,847 |
| Morningstar Investment Management LLC | CHICAGO, IL | $27.7M | 723,788 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $27.6M | 720,735 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $25.5M | 666,187 |
| UBS Group AG | Zurich, V8 | $24.9M | 650,432 |
| [Seven Springs Wealth Group, LLC](https://search.stillhousedata.com/firm/127411) | BRENTWOOD, TN | $23.9M | 601,701 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524730.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.