# SCHWAB STRATEGIC TR (SCHG)

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

- Reporting holders: 102
- Reported value: $651.8M
- 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 |
|---|---|---|---|---|
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $154.5M | 4,298,748 | 20.2% | 32 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $58.2M | 1,620,809 | 17.6% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $51.2M | 1,425,309 | 0.4% | 16 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $50.0M | 1,390,802 | 13.3% | 24 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $40.6M | 1,128,895 | 8.0% | 8 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $29.2M | 811,581 | 7.8% | 24 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $26.8M | 745,686 | 14.0% | 8 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $21.2M | 590,341 | 11.5% | 16 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $16.7M | 464,265 | 6.6% | 23 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $15.8M | 439,895 | 1.0% | 25 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $13.8M | 384,995 | 2.3% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $12.1M | 337,943 | 0.7% | 24 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $11.5M | 321,048 | 4.8% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $11.5M | 333,823 | 0.2% | 32 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $10.1M | 281,958 | 6.6% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $10.0M | 278,072 | 0.3% | 9 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $9.4M | 259,759 | 6.0% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $6.2M | 173,321 | 0.5% | 17 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $6.1M | 168,987 | 1.4% | 8 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $6.1M | 178,929 | 1.9% | 12 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $5.4M | 149,487 | 0.6% | 20 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $5.1M | 142,174 | 4.6% | 20 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.0M | 110,007 | 0.1% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.9M | 105,093 | 0.0% | 14 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $3.9M | 107,439 | 1.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 102 | $651.8M |
| Q2 2026 | 1,681 | $39.1B |
| Q1 2026 | 1,616 | $27.1B |
| Q4 2025 | 1,637 | $28.3B |
| Q3 2025 | 1,514 | $26.9B |
| Q2 2025 | 1,468 | $23.6B |
| Q1 2025 | 1,381 | $18.4B |
| Q4 2024 | 1,385 | $20.6B |
| Q3 2024 | 1,231 | $18.3B |
| Q2 2024 | 1,189 | $17.3B |
| Q1 2024 | 1,135 | $15.4B |
| Q4 2023 | 1,095 | $13.3B |