# SCHWAB STRATEGIC TR (SCHC)

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

- Reporting holders: 17
- Reported value: $17.3M
- 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 |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $7.1M | 143,716 | 0.2% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.9M | 38,900 | 0.0% | 16 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $1.8M | 35,479 | 0.5% | 24 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $1.0M | 20,206 | 0.5% | 10 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $879.8K | 17,687 | 0.5% | 12 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $796.9K | 16,021 | 0.2% | 24 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $791.9K | 15,920 | 0.0% | 3 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $664.2K | 13,353 | 0.1% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $623.6K | 12,665 | 0.0% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $594.2K | 11,946 | 0.2% | 15 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $568.6K | 11,432 | 0.3% | 10 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $251.0K | 5,045 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $230.4K | 4,632 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $72.0K | 1,447 | 0.0% | 32 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $49.7K | 1,000 | 0.0% | 20 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $5.4K | 108 | 0.0% | 3 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $895 | 18 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $48 | 958 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $17.3M |
| Q2 2026 | 529 | $2.5B |
| Q1 2026 | 494 | $2.1B |
| Q4 2025 | 495 | $2.0B |
| Q3 2025 | 456 | $1.9B |
| Q2 2025 | 443 | $3.1B |
| Q1 2025 | 417 | $1.4B |
| Q4 2024 | 424 | $1.5B |
| Q3 2024 | 395 | $1.6B |
| Q2 2024 | 387 | $3.0B |
| Q1 2024 | 390 | $3.1B |
| Q4 2023 | 391 | $3.1B |