# SCHWAB STRATEGIC TR (SCHV)

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

- Reporting holders: 52
- Reported value: $273.7M
- 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 |
|---|---|---|---|---|
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $78.6M | 2,360,396 | 6.3% | 12 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $40.5M | 1,215,553 | 10.8% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $29.7M | 890,366 | 0.2% | 16 |
| [Persium Advisors, LLC](https://holderbook.com/funds/2033683-persium-advisors-llc/) | $25.5M | 765,306 | 13.3% | 8 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $21.0M | 627,761 | 4.1% | 8 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $12.6M | 379,462 | 2.1% | 11 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $8.5M | 255,733 | 3.5% | 12 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $8.1M | 241,830 | 4.3% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $6.4M | 192,080 | 0.7% | 23 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $4.2M | 126,433 | 3.8% | 20 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $3.9M | 118,084 | 0.2% | 24 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $3.5M | 105,203 | 0.9% | 4 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $3.2M | 96,985 | 1.7% | 10 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $2.7M | 80,473 | 0.3% | 18 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.5M | 73,505 | 0.0% | 12 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $2.4M | 70,065 | 0.8% | 12 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $2.2M | 67,331 | 0.8% | 9 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $2.0M | 59,931 | 0.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.6M | 46,322 | 0.0% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.6M | 46,740 | 0.0% | 10 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.5M | 45,617 | 0.0% | 32 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $1.1M | 34,337 | 0.3% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.0M | 30,463 | 0.0% | 23 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $987.3K | 29,639 | 0.6% | 4 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $741.0K | 22,246 | 0.1% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 52 | $273.7M |
| Q2 2026 | 992 | $12.2B |
| Q1 2026 | 963 | $11.2B |
| Q4 2025 | 931 | $10.6B |
| Q3 2025 | 870 | $10.3B |
| Q2 2025 | 882 | $9.4B |
| Q1 2025 | 845 | $8.9B |
| Q4 2024 | 825 | $8.9B |
| Q3 2024 | 787 | $8.7B |
| Q2 2024 | 766 | $8.0B |
| Q1 2024 | 755 | $7.7B |
| Q4 2023 | 731 | $7.6B |