# SCHWAB STRATEGIC TR FUNDAMENTAL US B

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.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: FUNDAMENTAL US B
- CUSIP: 808524789
- 13F holders: 182
- 13F value: $346.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 182 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [AlphaCore Capital LLC](https://search.stillhousedata.com/firm/174346) | LA JOLLA, CA | $36.6M | 1,202,429 |
| [FINANCIAL CONSULATE, INC](https://search.stillhousedata.com/firm/106898) | HUNT VALLEY, MD | $32.8M | 1,078,457 |
| [Opes Wealth Management LLC](https://search.stillhousedata.com/firm/299704) | MENLO PARK, CA | $20.3M | 744,765 |
| [Sound Stewardship, LLC](https://search.stillhousedata.com/firm/129755) | Overland Park, KS | $19.8M | 649,548 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | 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](https://search.stillhousedata.com/firm/169806) | TAMPA, FL | $7.4M | 272,813 |
| [Family Capital Management, Inc.](https://search.stillhousedata.com/firm/111230) | 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.](https://search.stillhousedata.com/firm/116891) | YAKIMA, WA | $5.3M | 175,050 |
| [Rossby Financial, LCC](https://search.stillhousedata.com/firm/324631) | MELBOURNE, FL | $5.1M | 166,973 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524789.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.