# SCHWAB STRATEGIC TR (SCMB)

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

- Reporting holders: 12
- Reported value: $74.6M
- 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/) | $53.9M | 2,232,098 | 1.5% | 6 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $11.3M | 471,085 | 0.3% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $3.8M | 157,341 | 0.7% | 2 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $2.5M | 103,116 | 0.0% | 3 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $618.1K | 25,585 | 0.0% | 1 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $538.1K | 22,272 | 0.1% | 6 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $464.4K | 19,221 | 0.3% | 3 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $452.6K | 18,732 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $413.7K | 17,122 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $354.7K | 14,680 | 0.0% | 4 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $223.3K | 9,243 | 0.0% | 6 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $58.0K | 2,403 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $74.6M |
| Q2 2026 | 196 | $5.0B |
| Q1 2026 | 170 | $2.7B |
| Q4 2025 | 151 | $2.1B |
| Q3 2025 | 129 | $1.9B |
| Q2 2025 | 110 | $1.6B |
| Q1 2025 | 86 | $256.5M |
| Q4 2024 | 85 | $178.6M |
| Q3 2024 | 68 | $138.9M |
| Q2 2024 | 62 | $136.6M |
| Q1 2024 | 48 | $116.4M |
| Q4 2023 | 51 | $103.7M |