# SCHWAB STRATEGIC TR (SCUS)

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

- Reporting holders: 3
- Reported value: $4.6M
- 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 |
|---|---|---|---|---|
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $3.8M | 152,193 | 1.5% | 3 |
| [Hummer Financial Advisory Services Inc](https://holderbook.com/funds/1802279-hummer-financial-advisory-services-inc/) | $622.7K | 24,800 | 0.4% | 9 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $134.4K | 5,353 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $4.6M |
| Q2 2026 | 30 | $80.2M |
| Q1 2026 | 25 | $46.3M |
| Q4 2025 | 21 | $12.4M |
| Q3 2025 | 19 | $7.1M |
| Q2 2025 | 15 | $9.3M |
| Q1 2025 | 15 | $21.7M |
| Q4 2024 | 15 | $17.7M |
| Q3 2024 | 7 | $8.2M |