SCHA — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHA? 86 Institutions Hold $222M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHA)? 86 institutions reported holding $221.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($42.9M), ZynergyRetirementPlanningLLC ($18.6M), Matrix Trust Co ($18.1M).

Rank	Institution	Value	Shares	Change
1	CoreCap Advisors, LLC	$42.9M	1.3M	Trimmed
2	ZynergyRetirementPlanningLLC	$18.6M	569,965	Added
3	Matrix Trust Co	$18.1M	553,199	Trimmed
4	Bangor Savings Bank	$14.9M	455,687	Trimmed
5	Global Wealth Strategies & Associates	$11.0M	337,202	Added
6	Apella Capital, LLC	$10.6M	325,965	Added
7	Farther Finance Advisors, LLC	$10.0M	307,073	Added
8	Marquette Asset Management, LLC	$8.2M	249,947	Trimmed
9	Family Legacy Financial Solutions, LLC	$7.6M	232,715	Added
10	Davis Capital Management	$6.4M	196,961	Trimmed
11	Cambridge Financial Group, LLC	$4.7M	128,796	Hold
12	May Barnhard Investments LLC	$4.5M	136,432	Trimmed
13	Frisco Financial Planning LLC	$4.3M	131,028	Trimmed
14	Boltwood Capital Management	$3.8M	117,680	Trimmed
15	Sunburst Financial Group, LLC	$3.1M	95,237	Trimmed
16	Wealth Enhancement Trust Services, Inc.	$3.1M	94,259	Added
17	Investors Research Corp	$3.0M	90,611	Trimmed
18	Green Ridge Wealth Planning LLC	$2.9M	88,904	Trimmed
19	Dorato Capital Management	$2.6M	80,904	Added
20	Wedmont Private Capital	$2.6M	79,393	Added
21	Wealth Group Ltd	$2.4M	73,919	Trimmed
22	Venture Visionary Partners LLC	$2.1M	65,500	Trimmed
23	Avidian Wealth Enterprises, LLC	$2.1M	64,461	Trimmed
24	Everhart Financial Group, Inc.	$2.1M	62,982	Trimmed
25	Barden Capital Management, Inc.	$1.9M	57,190	Added

Source: SEC Form 13F filings · as of 2026-09-30