SCHB — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHB? 80 Institutions Hold $387M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHB)? 80 institutions reported holding $386.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sunburst Financial Group, LLC ($67.4M), Boyum Wealth Architects LLC ($45.1M), Legacy Private Trust Co. ($36.6M).

Rank	Institution	Value	Shares	Change
1	Sunburst Financial Group, LLC	$67.4M	2.3M	Added
2	BOYUM WEALTH ARCHITECTS LLC	$45.1M	1.5M	Added
3	Legacy Private Trust Co.	$36.6M	1.2M	Trimmed
4	JUNCTURE WEALTH STRATEGIES, LLC	$35.4M	1.2M	Trimmed
5	Davis Capital Management	$25.7M	877,543	Added
6	Intelligence Driven Advisers, LLC	$16.2M	553,376	Trimmed
7	Wedmont Private Capital	$16.1M	540,053	Added
8	SigFig Wealth Management, LLC	$15.3M	521,799	Trimmed
9	Farther Finance Advisors, LLC	$12.4M	422,278	Trimmed
10	Beacon Wealthcare LLC	$12.2M	416,101	Trimmed
11	Everhart Financial Group, Inc.	$11.7M	398,459	Trimmed
12	Venture Visionary Partners LLC	$8.6M	293,683	Added
13	Successful Portfolios LLC	$6.2M	209,368	Added
14	Cambridge Financial Group, LLC	$4.8M	166,962	Hold
15	Rosenberg Matthew Hamilton	$4.3M	145,091	Trimmed
16	Financial Designs Corp	$4.1M	139,518	Added
17	Dorato Capital Management	$4.0M	133,598	Added
18	S.E.E.D. Planning Group LLC	$3.5M	120,750	Added
19	ELEVATION WEALTH PARTNERS, LLC	$3.5M	118,619	Added
20	RTD Financial Advisors, Inc.	$3.4M	116,111	Trimmed
21	Ridgewood Investments LLC	$3.4M	116,090	Trimmed
22	YHB Investment Advisors, Inc.	$3.3M	111,446	Added
23	RVW Wealth, LLC	$3.2M	107,656	Added
24	Boltwood Capital Management	$3.0M	101,082	Trimmed
25	Wealth Group Ltd	$2.9M	98,383	Trimmed

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