# SCHWAB STRATEGIC TR (SCHJ)

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

- Reporting holders: 9
- Reported value: $7.4M
- 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 |
|---|---|---|---|---|
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $3.0M | 123,656 | 2.2% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.9M | 77,727 | 0.3% | 17 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.0M | 43,250 | 0.7% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $756.4K | 31,386 | 0.0% | 16 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $265.0K | 10,996 | 0.1% | 1 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $209.5K | 8,693 | 0.0% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $202.3K | 8,395 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $37.9K | 1,574 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $25.2K | 1,046 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $7.4M |
| Q2 2026 | 155 | $361.0M |
| Q1 2026 | 128 | $229.4M |
| Q4 2025 | 126 | $218.6M |
| Q3 2025 | 113 | $166.8M |
| Q2 2025 | 121 | $162.2M |
| Q1 2025 | 119 | $169.9M |
| Q4 2024 | 111 | $172.4M |
| Q3 2024 | 104 | $156.8M |
| Q2 2024 | 90 | $216.0M |
| Q1 2024 | 90 | $213.6M |
| Q4 2023 | 91 | $214.4M |