# SCHWAB STRATEGIC TR (SGVT)

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

- Reporting holders: 5
- Reported value: $4.4M
- 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/) | $3.2M | 32,022 | 0.0% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $701.5K | 6,961 | 0.2% | 4 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $305.5K | 3,031 | 0.0% | 3 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $120.9K | 1,200 | 0.0% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $97 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $4.4M |
| Q2 2026 | 84 | $133.2M |
| Q1 2026 | 63 | $126.2M |
| Q4 2025 | 43 | $110.6M |
| Q3 2025 | 30 | $30.5M |
| Q2 2025 | 4 | $5.8M |