# SCHWAB STRATEGIC TR (SCHE)

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

- Reporting holders: 58
- Reported value: $161.9M
- 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 |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $55.3M | 1,517,959 | 4.4% | 28 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $14.4M | 395,636 | 3.4% | 5 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $11.9M | 325,726 | 0.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.5M | 289,094 | 0.1% | 16 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $9.8M | 269,370 | 2.2% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $9.4M | 259,628 | 0.2% | 20 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $6.4M | 175,406 | 0.5% | 32 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $5.5M | 152,541 | 3.5% | 2 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $4.6M | 126,952 | 0.8% | 27 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $4.2M | 115,569 | 2.2% | 10 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $4.0M | 110,485 | 0.2% | 31 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $3.2M | 88,642 | 0.8% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.7M | 74,363 | 0.1% | 9 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.1M | 58,350 | 0.0% | 32 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $1.3M | 35,368 | 0.4% | 12 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $1.2M | 32,536 | 0.2% | 18 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $1.2M | 31,843 | 0.2% | 18 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.0M | 27,836 | 0.0% | 4 |
| [Kearns & Associates LLC](https://holderbook.com/funds/1908695-kearns-associates-llc/) | $971.4K | 26,648 | 0.4% | 20 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $962.6K | 26,410 | 0.3% | 7 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $893.3K | 24,508 | 0.1% | 24 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $800.1K | 21,952 | 0.2% | 25 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $758.5K | 20,912 | 0.3% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $710.7K | 19,498 | 0.1% | 27 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $603.0K | 16,543 | 0.2% | 24 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 58 | $161.9M |
| Q2 2026 | 902 | $5.8B |
| Q1 2026 | 870 | $5.3B |
| Q4 2025 | 838 | $5.2B |
| Q3 2025 | 789 | $5.2B |
| Q2 2025 | 774 | $4.4B |
| Q1 2025 | 763 | $4.1B |
| Q4 2024 | 760 | $3.8B |
| Q3 2024 | 730 | $4.2B |
| Q2 2024 | 723 | $6.3B |
| Q1 2024 | 727 | $6.1B |
| Q4 2023 | 730 | $6.1B |