SCHWAB STRATEGIC TR FUNDAMENTAL US B is a security (CUSIP 808524789) tracked across SEC portfolio filings. 182 institutional managers reported $346.7M on Form 13F as of 2026-06-30.
Showing 15 of 182 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| AlphaCore Capital LLC | LA JOLLA, CA | $36.6M | 1,202,429 |
| FINANCIAL CONSULATE, INC | HUNT VALLEY, MD | $32.8M | 1,078,457 |
| Opes Wealth Management LLC | MENLO PARK, CA | $20.3M | 744,765 |
| Sound Stewardship, LLC | Overland Park, KS | $19.8M | 649,548 |
| HighTower Advisors, LLC | CHICAGO, IL | $16.7M | 548,150 |
| MORGAN STANLEY | NEW YORK, NY | $12.0M | 439,558 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $11.8M | 434,810 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $9.0M | 296,599 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $8.2M | 301,002 |
| Brightwater Advisory LLC | TAMPA, FL | $7.4M | 272,813 |
| Family Capital Management, Inc. | GRAND RAPIDS, MI | $7.3M | 239,818 |
| Kaizen Financial Strategies | CAMPBELL, CA | $6.1M | 199,338 |
| Mariner, LLC | Overland Park, KS | $5.5M | 200,960 |
| Leonard Rickey Investment Advisors P.L.L.C. | YAKIMA, WA | $5.3M | 175,050 |
| Rossby Financial, LCC | MELBOURNE, FL | $5.1M | 166,973 |