# SCHWAB STRATEGIC TR (SCHA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SCHA/

- Reporting holders: 80
- Reported value: $203.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $42.9M | 1,313,505 | 1.2% | 9 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $18.6M | 569,965 | 9.9% | 10 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $14.9M | 455,687 | 1.1% | 32 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $11.0M | 337,202 | 2.0% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $10.6M | 325,965 | 0.1% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.0M | 307,073 | 0.1% | 16 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $8.2M | 249,947 | 1.1% | 32 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $7.6M | 232,715 | 4.4% | 6 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $6.4M | 196,961 | 3.8% | 13 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $4.7M | 128,796 | 1.5% | 12 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $4.5M | 136,432 | 1.8% | 12 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $4.3M | 131,028 | 3.3% | 8 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $3.8M | 117,680 | 0.9% | 32 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $3.1M | 95,237 | 0.5% | 28 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.1M | 94,259 | 0.3% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $3.0M | 90,611 | 0.5% | 32 |
| [Green Ridge Wealth Planning LLC](https://holderbook.com/funds/2117069-green-ridge-wealth-planning-llc/) | $2.9M | 88,904 | 1.2% | 2 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $2.6M | 80,904 | 1.8% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.6M | 79,393 | 0.1% | 10 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $2.4M | 73,919 | 0.5% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.1M | 65,500 | 0.1% | 24 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.1M | 64,461 | 0.1% | 20 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $2.1M | 62,982 | 0.1% | 24 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $1.9M | 57,190 | 1.7% | 2 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $1.8M | 54,392 | 0.1% | 17 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 80 | $203.8M |
| Q2 2026 | 1,352 | $9.4B |
| Q1 2026 | 1,254 | $7.2B |
| Q4 2025 | 1,243 | $7.2B |
| Q3 2025 | 1,171 | $6.8B |
| Q2 2025 | 1,138 | $6.0B |
| Q1 2025 | 1,136 | $5.4B |
| Q4 2024 | 1,168 | $6.7B |
| Q3 2024 | 1,072 | $6.5B |
| Q2 2024 | 1,055 | $11.2B |
| Q1 2024 | 1,051 | $10.5B |
| Q4 2023 | 1,060 | $9.6B |