# SCHWAB STRATEGIC TR (SCHY)

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

- Reporting holders: 5
- Reported value: $4.5M
- 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/) | $2.1M | 68,216 | 0.0% | 6 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.3M | 41,817 | 0.0% | 13 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $804.8K | 25,533 | 0.0% | 16 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $191.2K | 6,089 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $80.2K | 2,553 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $4.5M |
| Q2 2026 | 219 | $555.6M |
| Q1 2026 | 194 | $479.0M |
| Q4 2025 | 171 | $405.9M |
| Q3 2025 | 146 | $329.3M |
| Q2 2025 | 131 | $305.7M |
| Q1 2025 | 119 | $267.4M |
| Q4 2024 | 132 | $235.6M |
| Q3 2024 | 123 | $255.2M |
| Q2 2024 | 119 | $253.9M |
| Q1 2024 | 108 | $269.4M |
| Q4 2023 | 104 | $283.2M |