# SCHWAB STRATEGIC TR (SCHB)

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

- Reporting holders: 78
- Reported value: $383.7M
- 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 |
|---|---|---|---|---|
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $67.4M | 2,297,939 | 10.7% | 28 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $45.1M | 1,524,591 | 18.3% | 7 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $36.6M | 1,249,599 | 2.0% | 27 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $35.4M | 1,208,643 | 9.1% | 32 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $25.7M | 877,543 | 15.4% | 13 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $16.2M | 553,376 | 2.8% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $16.1M | 540,053 | 0.4% | 12 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $15.3M | 521,799 | 0.4% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $12.4M | 422,278 | 0.1% | 16 |
| [Beacon Wealthcare LLC](https://holderbook.com/funds/1849336-beacon-wealthcare-llc/) | $12.2M | 416,101 | 3.9% | 23 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $11.7M | 398,459 | 0.7% | 24 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $8.6M | 293,683 | 0.2% | 28 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $6.2M | 209,368 | 2.9% | 32 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $4.8M | 166,962 | 1.5% | 12 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $4.3M | 145,091 | 0.8% | 26 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $4.1M | 139,518 | 2.1% | 11 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $4.0M | 133,598 | 2.7% | 4 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $3.5M | 120,750 | 0.9% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $3.5M | 118,619 | 1.0% | 15 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $3.4M | 116,111 | 0.4% | 20 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $3.4M | 116,090 | 1.3% | 9 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $3.3M | 111,446 | 0.2% | 25 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $3.2M | 107,656 | 0.2% | 31 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $3.0M | 101,082 | 0.7% | 32 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $2.9M | 98,383 | 0.5% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 78 | $383.7M |
| Q2 2026 | 1,398 | $15.8B |
| Q1 2026 | 1,319 | $13.4B |
| Q4 2025 | 1,316 | $12.6B |
| Q3 2025 | 1,217 | $12.6B |
| Q2 2025 | 1,212 | $11.3B |
| Q1 2025 | 1,175 | $10.2B |
| Q4 2024 | 1,184 | $10.8B |
| Q3 2024 | 1,104 | $10.3B |
| Q2 2024 | 1,087 | $10.1B |
| Q1 2024 | 1,076 | $9.8B |
| Q4 2023 | 1,040 | $9.0B |