# SCHWAB STRATEGIC TR (SCHR)

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

- Reporting holders: 21
- Reported value: $149.8M
- 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 |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $59.9M | 2,528,415 | 1.7% | 28 |
| [Beacon Wealthcare LLC](https://holderbook.com/funds/1849336-beacon-wealthcare-llc/) | $34.4M | 1,449,762 | 10.9% | 23 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $26.1M | 1,103,037 | 2.0% | 24 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $10.7M | 452,044 | 4.6% | 8 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $3.8M | 159,275 | 2.3% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.5M | 149,453 | 0.0% | 16 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $2.4M | 100,625 | 2.2% | 20 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.8M | 74,848 | 0.6% | 9 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.7M | 71,369 | 0.8% | 32 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $1.6M | 65,606 | 1.1% | 5 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $1.3M | 56,319 | 0.5% | 17 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $862.0K | 36,371 | 0.0% | 9 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $433.6K | 18,296 | 0.2% | 10 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $351.4K | 14,827 | 0.1% | 5 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $269.4K | 11,367 | 0.0% | 2 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $236.0K | 9,958 | 0.0% | 32 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $221.5K | 9,346 | 0.1% | 17 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $139.1K | 5,871 | 0.1% | 4 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $84.1K | 3,551 | 0.0% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $48.4K | 2,041 | 0.0% | 14 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.8K | 120 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $149.8M |
| Q2 2026 | 511 | $17.8B |
| Q1 2026 | 511 | $10.8B |
| Q4 2025 | 485 | $10.0B |
| Q3 2025 | 474 | $9.7B |
| Q2 2025 | 462 | $9.7B |
| Q1 2025 | 440 | $8.8B |
| Q4 2024 | 431 | $8.6B |
| Q3 2024 | 384 | $9.0B |
| Q2 2024 | 385 | $6.9B |
| Q1 2024 | 371 | $7.0B |
| Q4 2023 | 392 | $6.9B |