# SCHWAB STRATEGIC TR (SCHI)

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

- Reporting holders: 16
- Reported value: $25.5M
- 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 |
|---|---|---|---|---|
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $7.5M | 348,950 | 2.9% | 13 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $7.3M | 339,304 | 1.6% | 12 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $3.2M | 147,829 | 2.3% | 5 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $2.1M | 99,288 | 0.2% | 14 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.5M | 70,146 | 0.4% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $955.8K | 44,579 | 0.0% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $849.4K | 39,619 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $842.5K | 39,295 | 0.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $459.3K | 21,423 | 0.0% | 13 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $382.6K | 17,845 | 0.1% | 17 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $266.9K | 12,450 | 0.1% | 5 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $70.3K | 3,280 | 0.0% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $44.8K | 2,091 | 0.0% | 1 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $18.7K | 870 | 0.0% | 28 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $11.8K | 549 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $943 | 44 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $25.5M |
| Q2 2026 | 270 | $1.4B |
| Q1 2026 | 259 | $1.2B |
| Q4 2025 | 231 | $1.0B |
| Q3 2025 | 224 | $1.0B |
| Q2 2025 | 228 | $1.0B |
| Q1 2025 | 215 | $921.6M |
| Q4 2024 | 209 | $903.2M |
| Q3 2024 | 191 | $868.2M |
| Q2 2024 | 189 | $6.0B |
| Q1 2024 | 183 | $6.0B |
| Q4 2023 | 167 | $5.4B |