# SCHWAB STRATEGIC TR (SCHX)

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

- Reporting holders: 92
- Reported value: $989.5M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $223.8M | 7,460,996 | 1.6% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $205.1M | 6,835,181 | 5.1% | 32 |
| [FSA Investment Group, LLC](https://holderbook.com/funds/2051584-fsa-investment-group-llc/) | $122.4M | 4,079,255 | 39.0% | 8 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $55.2M | 1,840,777 | 4.2% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $44.4M | 1,449,840 | 0.6% | 10 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $25.5M | 851,421 | 4.5% | 31 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $25.0M | 832,529 | 9.8% | 12 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $24.3M | 808,937 | 4.1% | 5 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $23.5M | 784,296 | 13.6% | 6 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $17.7M | 590,174 | 3.2% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $14.9M | 496,766 | 0.4% | 9 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $14.8M | 492,486 | 6.1% | 12 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $12.7M | 423,211 | 9.9% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $12.6M | 420,327 | 0.4% | 10 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $11.6M | 388,172 | 3.3% | 14 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $10.8M | 360,828 | 0.6% | 27 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $10.6M | 354,174 | 4.6% | 8 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $10.5M | 348,460 | 1.1% | 20 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $9.8M | 328,230 | 1.1% | 4 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $8.4M | 281,139 | 7.7% | 20 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $8.2M | 274,793 | 0.1% | 7 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $7.8M | 260,977 | 1.4% | 27 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $7.6M | 254,760 | 0.5% | 25 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $6.4M | 210,231 | 4.3% | 4 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $5.5M | 182,335 | 2.2% | 28 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 92 | $989.5M |
| Q2 2026 | 1,606 | $34.2B |
| Q1 2026 | 1,536 | $28.2B |
| Q4 2025 | 1,556 | $30.2B |
| Q3 2025 | 1,446 | $28.8B |
| Q2 2025 | 1,406 | $26.8B |
| Q1 2025 | 1,358 | $24.6B |
| Q4 2024 | 1,363 | $25.3B |
| Q3 2024 | 1,248 | $21.0B |
| Q2 2024 | 1,221 | $28.3B |
| Q1 2024 | 1,191 | $26.0B |
| Q4 2023 | 1,169 | $24.8B |