# SCHWAB STRATEGIC TR (SCHO)

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

- Reporting holders: 44
- Reported value: $315.7M
- 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 |
|---|---|---|---|---|
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $66.0M | 2,768,028 | 5.0% | 32 |
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $40.9M | 1,712,575 | 2.3% | 26 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $40.5M | 1,695,337 | 1.1% | 15 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $22.6M | 949,186 | 1.7% | 24 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $16.1M | 672,701 | 0.4% | 28 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $14.5M | 607,585 | 1.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $14.1M | 592,259 | 0.1% | 16 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $13.4M | 562,783 | 2.7% | 12 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $12.7M | 531,181 | 1.5% | 15 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $12.6M | 526,754 | 2.1% | 27 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $9.8M | 409,323 | 1.7% | 16 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $7.6M | 319,545 | 1.4% | 1 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $7.4M | 310,692 | 2.6% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $5.8M | 242,405 | 0.1% | 21 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $5.8M | 241,307 | 2.7% | 32 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $4.4M | 185,546 | 2.4% | 10 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $3.7M | 154,449 | 0.3% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $3.4M | 141,559 | 0.1% | 4 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $3.0M | 126,962 | 0.1% | 32 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $1.8M | 75,586 | 0.5% | 32 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $1.3M | 55,560 | 0.1% | 16 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $1.2M | 50,842 | 0.9% | 6 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $1.2M | 50,094 | 0.3% | 24 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $909.4K | 38,114 | 0.6% | 13 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $703.4K | 29,482 | 0.5% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 44 | $315.7M |
| Q2 2026 | 726 | $8.8B |
| Q1 2026 | 699 | $8.2B |
| Q4 2025 | 684 | $8.0B |
| Q3 2025 | 645 | $8.3B |
| Q2 2025 | 657 | $7.7B |
| Q1 2025 | 643 | $7.5B |
| Q4 2024 | 633 | $8.4B |
| Q3 2024 | 588 | $9.2B |
| Q2 2024 | 583 | $8.5B |
| Q1 2024 | 598 | $8.8B |
| Q4 2023 | 599 | $11.4B |