# SCHWAB STRATEGIC TR (SCHM)

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

- Reporting holders: 67
- Reported value: $143.4M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $17.6M | 518,625 | 0.1% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $16.1M | 472,836 | 1.2% | 32 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $12.9M | 378,054 | 7.4% | 6 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $9.2M | 271,236 | 5.0% | 16 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $7.4M | 217,566 | 0.8% | 4 |
| [OxenFree Capital LLC](https://holderbook.com/funds/2009781-oxenfree-capital-llc/) | $7.3M | 208,478 | 3.1% | 3 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $7.3M | 213,466 | 0.8% | 27 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $5.4M | 159,092 | 0.9% | 1 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $5.3M | 155,877 | 1.4% | 22 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $3.8M | 111,153 | 1.6% | 12 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $3.5M | 102,182 | 0.7% | 12 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $3.3M | 97,785 | 0.2% | 24 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $3.3M | 97,571 | 0.7% | 32 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $2.8M | 80,975 | 0.8% | 12 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $2.6M | 76,032 | 1.7% | 4 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $2.6M | 75,304 | 0.3% | 32 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $2.4M | 65,011 | 0.8% | 12 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $2.3M | 67,549 | 0.6% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.3M | 66,587 | 0.1% | 28 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.1M | 62,253 | 0.0% | 6 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $1.9M | 57,249 | 0.3% | 28 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $1.9M | 55,770 | 1.3% | 4 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $1.9M | 55,287 | 0.4% | 24 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.4M | 39,831 | 0.0% | 20 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $1.3M | 39,249 | 0.1% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 67 | $143.4M |
| Q2 2026 | 1,073 | $10.5B |
| Q1 2026 | 1,017 | $8.7B |
| Q4 2025 | 1,000 | $8.4B |
| Q3 2025 | 946 | $8.2B |
| Q2 2025 | 946 | $7.8B |
| Q1 2025 | 917 | $7.3B |
| Q4 2024 | 934 | $7.7B |
| Q3 2024 | 886 | $7.6B |
| Q2 2024 | 859 | $7.2B |
| Q1 2024 | 862 | $7.7B |
| Q4 2023 | 852 | $7.0B |