# SCHWAB STRATEGIC TR (SCHZ)

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

- Reporting holders: 46
- Reported value: $157.9M
- 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 |
|---|---|---|---|---|
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $55.8M | 2,526,995 | 13.2% | 15 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $38.6M | 1,748,706 | 20.6% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $13.3M | 601,449 | 0.1% | 16 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $11.2M | 507,775 | 0.3% | 32 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $5.5M | 248,428 | 0.9% | 27 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $4.3M | 193,953 | 2.9% | 4 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $3.9M | 178,336 | 0.9% | 6 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.7M | 120,553 | 0.4% | 2 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $2.6M | 116,711 | 1.3% | 11 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $1.9M | 88,053 | 1.3% | 4 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.8M | 83,589 | 0.1% | 32 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $1.7M | 78,787 | 0.5% | 9 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $1.2M | 52,791 | 0.3% | 19 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.1M | 51,916 | 0.6% | 2 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $1.1M | 49,331 | 0.1% | 32 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $1.0M | 46,977 | 0.5% | 12 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $985.1K | 44,634 | 0.2% | 2 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $952.5K | 43,101 | 0.3% | 8 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $943.6K | 42,695 | 0.1% | 16 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $838.5K | 37,991 | 0.6% | 4 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $836.9K | 37,871 | 0.2% | 20 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $805.2K | 36,434 | 0.6% | 6 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $800.0K | 36,200 | 0.3% | 13 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $472.3K | 21,371 | 0.3% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $452.4K | 20,469 | 0.0% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 46 | $157.9M |
| Q2 2026 | 672 | $4.5B |
| Q1 2026 | 670 | $4.4B |
| Q4 2025 | 669 | $4.1B |
| Q3 2025 | 630 | $4.2B |
| Q2 2025 | 647 | $3.8B |
| Q1 2025 | 650 | $3.9B |
| Q4 2024 | 638 | $3.7B |
| Q3 2024 | 592 | $3.9B |
| Q2 2024 | 596 | $5.0B |
| Q1 2024 | 572 | $4.8B |
| Q4 2023 | 589 | $4.8B |