# SCHWAB STRATEGIC TR (SCHQ)

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

- Reporting holders: 9
- Reported value: $10.7M
- 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 |
|---|---|---|---|---|
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $3.8M | 133,022 | 1.6% | 8 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $2.3M | 80,002 | 1.7% | 5 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.8M | 61,915 | 0.1% | 15 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $1.3M | 44,671 | 1.2% | 15 |
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $862.3K | 30,298 | 0.5% | 1 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $481.8K | 16,928 | 0.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $158.5K | 5,569 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $33.0K | 1,161 | 0.0% | 7 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $22.1K | 777 | 0.0% | 17 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $10.7M |
| Q2 2026 | 119 | $385.3M |
| Q1 2026 | 120 | $533.4M |
| Q4 2025 | 119 | $621.2M |
| Q3 2025 | 112 | $464.1M |
| Q2 2025 | 107 | $433.3M |
| Q1 2025 | 103 | $575.0M |
| Q4 2024 | 104 | $349.3M |
| Q3 2024 | 107 | $520.8M |
| Q2 2024 | 92 | $441.2M |
| Q1 2024 | 89 | $452.5M |
| Q4 2023 | 93 | $480.9M |