# SCHWAB STRATEGIC TR (SCHP)

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

- Reporting holders: 42
- Reported value: $235.4M
- 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 |
|---|---|---|---|---|
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $91.2M | 3,629,675 | 5.5% | 10 |
| [STEPHENS GROUP ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1726808-stephens-group-asset-management-llc/) | $41.4M | 1,649,265 | 2.4% | 20 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $17.0M | 677,791 | 9.1% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $15.3M | 607,667 | 0.1% | 16 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $13.1M | 519,739 | 2.2% | 27 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $9.4M | 373,311 | 5.6% | 2 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $8.8M | 348,469 | 2.3% | 32 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $7.7M | 305,583 | 5.1% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $4.8M | 192,566 | 0.3% | 6 |
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $3.9M | 156,189 | 1.2% | 8 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $3.3M | 129,481 | 0.9% | 12 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $2.6M | 104,491 | 1.1% | 19 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $2.5M | 99,933 | 0.9% | 2 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $2.2M | 87,990 | 0.6% | 15 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $1.9M | 75,588 | 0.8% | 1 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $1.6M | 63,224 | 0.0% | 32 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $1.3M | 51,497 | 0.8% | 17 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.2M | 46,627 | 0.3% | 18 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.1M | 43,785 | 0.1% | 17 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $685.0K | 27,257 | 0.1% | 4 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $664.7K | 26,452 | 0.2% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $549.9K | 21,881 | 0.0% | 27 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $402.8K | 16,030 | 0.1% | 20 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $402.0K | 15,996 | 0.0% | 9 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $387.1K | 15,404 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 42 | $235.4M |
| Q2 2026 | 790 | $11.2B |
| Q1 2026 | 735 | $10.8B |
| Q4 2025 | 718 | $10.0B |
| Q3 2025 | 668 | $10.5B |
| Q2 2025 | 666 | $8.9B |
| Q1 2025 | 662 | $9.4B |
| Q4 2024 | 665 | $7.6B |
| Q3 2024 | 640 | $8.0B |
| Q2 2024 | 661 | $8.5B |
| Q1 2024 | 649 | $8.0B |
| Q4 2023 | 669 | $8.1B |