# SCHWAB STRATEGIC TR (SCHK)

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

- Reporting holders: 15
- Reported value: $217.5M
- 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 |
|---|---|---|---|---|
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $204.8M | 5,586,285 | 12.3% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $3.4M | 94,101 | 0.3% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 43,883 | 0.0% | 7 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.4M | 39,341 | 0.1% | 24 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $1.3M | 35,740 | 0.0% | 7 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $1.0M | 28,107 | 0.3% | 12 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $895.1K | 24,415 | 0.4% | 23 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $887.0K | 24,196 | 0.2% | 16 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $726.5K | 19,817 | 0.1% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $673.2K | 18,364 | 0.0% | 10 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $335.4K | 9,148 | 0.0% | 6 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $285.9K | 7,800 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $51.3K | 1,400 | 0.0% | 1 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $44.8K | 1,200 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $733 | 20 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $217.5M |
| Q2 2026 | 270 | $3.0B |
| Q1 2026 | 238 | $2.3B |
| Q4 2025 | 236 | $2.4B |
| Q3 2025 | 226 | $2.3B |
| Q2 2025 | 218 | $2.2B |
| Q1 2025 | 199 | $1.9B |
| Q4 2024 | 189 | $2.1B |
| Q3 2024 | 172 | $2.0B |
| Q2 2024 | 163 | $1.9B |
| Q1 2024 | 153 | $1.8B |
| Q4 2023 | 137 | $1.8B |