# SCHWAB STRATEGIC TR FUNDAMENTAL US L

SCHWAB STRATEGIC TR FUNDAMENTAL US L is a security (CUSIP 808524771) tracked across SEC portfolio filings. 869 institutional managers reported $19.4B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.2M via N-PORT as of 2026-03-31.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: FUNDAMENTAL US L
- CUSIP: 808524771
- Asset category: OTHER
- 13F holders: 869
- 13F value: $19.4B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.2M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 869 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $11.7B | 419,422,622 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $765.7M | 27,495,487 |
| KEYBANK NATIONAL ASSOCIATION/OH | BROOKLYN, OH | $474.9M | 15,268,868 |
| McAdam, LLC | Philadelphia, PA | $340.0M | 10,931,518 |
| Boulay Financial Advisors, LLC | EDEN PRAIRIE, MN | $303.0M | 9,744,092 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | LOS ANGELES, CA | $232.4M | 7,473,354 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $218.9M | 7,039,245 |
| [Steele Capital Management, Inc.](https://search.stillhousedata.com/firm/107097) | DUBUQUE, IA | $199.8M | 6,423,407 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $162.2M | 5,825,215 |
| MORGAN STANLEY | NEW YORK, NY | $151.4M | 5,436,335 |
| [Glassman Wealth Services](https://search.stillhousedata.com/firm/151478) | VIENNA, VA | $143.3M | 4,609,229 |
| Charles Schwab Trust Co | HENDERSON, NV | $112.2M | 3,606,725 |
| Northwest Bancshares, Inc. | Warren, PA | $110.7M | 3,974,516 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $108.4M | 3,891,438 |
| Bank of New York Mellon Corp | NEW YORK, NY | $99.4M | 3,196,711 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $2.2M | 152.98% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524771.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.