# SCHWAB STRATEGIC TR (SCHH)

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

- Reporting holders: 31
- Reported value: $72.0M
- 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 |
|---|---|---|---|---|
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $20.5M | 928,542 | 4.8% | 15 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $19.0M | 859,959 | 10.1% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $5.5M | 251,809 | 0.2% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $5.2M | 234,674 | 1.5% | 12 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $5.1M | 233,012 | 4.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.1M | 187,521 | 0.0% | 16 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $2.4M | 111,070 | 1.5% | 13 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $2.1M | 96,468 | 0.9% | 9 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $2.0M | 89,012 | 0.5% | 32 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $1.1M | 49,844 | 0.1% | 27 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $970.3K | 44,022 | 0.0% | 32 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $802.9K | 36,430 | 0.3% | 19 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $582.2K | 26,766 | 0.4% | 4 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $454.0K | 20,599 | 0.2% | 10 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $375.8K | 17,050 | 0.0% | 23 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $345.4K | 15,671 | 0.0% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $295.4K | 13,402 | 0.0% | 23 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $270.8K | 12,285 | 0.0% | 3 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $268.4K | 12,176 | 0.1% | 9 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $246.3K | 11,324 | 0.0% | 1 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $210.3K | 9,541 | 0.1% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $69.7K | 3,186 | 0.0% | 11 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $26.4K | 1,200 | 0.0% | 4 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $24.4K | 1,106 | 0.0% | 11 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $21.8K | 991 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 31 | $72.0M |
| Q2 2026 | 598 | $6.7B |
| Q1 2026 | 567 | $5.0B |
| Q4 2025 | 559 | $4.8B |
| Q3 2025 | 545 | $4.5B |
| Q2 2025 | 521 | $4.3B |
| Q1 2025 | 511 | $4.3B |
| Q4 2024 | 519 | $4.2B |
| Q3 2024 | 506 | $4.6B |
| Q2 2024 | 481 | $5.1B |
| Q1 2024 | 496 | $5.1B |
| Q4 2023 | 503 | $5.1B |