# SCHWAB STRATEGIC TR (SCHF)

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

- Reporting holders: 100
- Reported value: $533.6M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $61.8M | 2,248,955 | 0.4% | 16 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $38.2M | 1,389,247 | 20.0% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $33.7M | 1,228,158 | 0.9% | 20 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $30.9M | 1,124,411 | 7.0% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $30.5M | 1,110,690 | 2.3% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $29.6M | 1,094,441 | 0.7% | 20 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $29.6M | 1,078,985 | 3.6% | 27 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $28.8M | 1,047,514 | 5.2% | 27 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $27.2M | 990,229 | 14.5% | 10 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $27.0M | 983,367 | 7.9% | 24 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $16.3M | 596,469 | 3.2% | 8 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $15.6M | 568,369 | 12.0% | 9 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $13.5M | 492,997 | 0.3% | 32 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $10.1M | 367,175 | 6.0% | 13 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $9.8M | 356,123 | 8.9% | 20 |
| [Trinity Financial Advisors LLC](https://holderbook.com/funds/1809574-trinity-financial-advisors-llc/) | $9.4M | 341,501 | 2.4% | 20 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $9.3M | 339,433 | 0.5% | 27 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $8.6M | 314,835 | 1.6% | 20 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $7.4M | 273,223 | 4.8% | 4 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $6.3M | 229,367 | 0.3% | 32 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $5.8M | 209,409 | 0.5% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $5.5M | 201,839 | 0.1% | 32 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $4.9M | 176,874 | 2.8% | 6 |
| [Beacon Wealthcare LLC](https://holderbook.com/funds/1849336-beacon-wealthcare-llc/) | $4.8M | 175,154 | 1.5% | 23 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $4.5M | 162,999 | 1.9% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 100 | $533.6M |
| Q2 2026 | 1,671 | $41.2B |
| Q1 2026 | 1,593 | $35.9B |
| Q4 2025 | 1,546 | $34.7B |
| Q3 2025 | 1,398 | $32.5B |
| Q2 2025 | 1,363 | $31.8B |
| Q1 2025 | 1,309 | $28.6B |
| Q4 2024 | 1,297 | $26.2B |
| Q3 2024 | 1,195 | $27.9B |
| Q2 2024 | 1,132 | $30.1B |
| Q1 2024 | 1,115 | $29.3B |
| Q4 2023 | 1,112 | $27.0B |