# SCHWAB STRATEGIC TR (SCHD)

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

- Reporting holders: 124
- Reported value: $789.0M
- 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 |
|---|---|---|---|---|
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $204.3M | 6,279,518 | 50.6% | 32 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $55.1M | 1,694,694 | 16.6% | 12 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $55.1M | 1,694,611 | 32.4% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $54.3M | 1,667,995 | 0.4% | 16 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $36.5M | 1,121,047 | 5.9% | 16 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $25.9M | 796,851 | 16.8% | 7 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $21.9M | 673,332 | 0.6% | 24 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $21.4M | 656,368 | 2.0% | 27 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $20.7M | 635,884 | 4.2% | 18 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $15.4M | 470,332 | 3.0% | 8 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $13.8M | 423,022 | 2.2% | 28 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $11.5M | 352,119 | 5.3% | 12 |
| [McAlister, Sweet & Associates, Inc.](https://holderbook.com/funds/1774087-mcalister-sweet-associates-inc/) | $11.2M | 343,226 | 7.1% | 7 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $10.5M | 322,879 | 2.7% | 32 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $10.4M | 320,278 | 0.7% | 25 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $10.2M | 313,441 | 5.5% | 16 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $9.8M | 302,624 | 1.7% | 25 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $9.2M | 282,125 | 6.0% | 4 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $8.6M | 265,361 | 5.2% | 13 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $7.9M | 241,399 | 4.0% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $7.7M | 233,756 | 0.2% | 20 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $7.7M | 234,525 | 5.1% | 4 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $7.5M | 229,830 | 0.8% | 6 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $7.3M | 224,686 | 2.8% | 18 |
| [Dominguez Wealth Management Solutions, Inc.](https://holderbook.com/funds/1881335-dominguez-wealth-management-solutions-inc/) | $6.8M | 209,188 | 3.8% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 124 | $789.0M |
| Q2 2026 | 2,152 | $27.4B |
| Q1 2026 | 2,053 | $25.6B |
| Q4 2025 | 1,952 | $22.2B |
| Q3 2025 | 1,805 | $22.6B |
| Q2 2025 | 1,807 | $21.5B |
| Q1 2025 | 1,812 | $24.5B |
| Q4 2024 | 1,811 | $23.4B |
| Q3 2024 | 1,632 | $22.4B |
| Q2 2024 | 1,563 | $22.4B |
| Q1 2024 | 1,575 | $23.3B |
| Q4 2023 | 1,528 | $21.6B |