SCHC — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SCHC)? 20 institutions reported holding $17.33M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($7.1M), Farther Finance Advisors, LLC ($1.9M), Act Wealth Management, LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wedmont Private Capital | $7.1M | 143,716 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $1.9M | 38,900 | Added |
| 3 | ACT WEALTH MANAGEMENT, LLC | $1.8M | 35,479 | Added |
| 4 | ZynergyRetirementPlanningLLC | $1.0M | 20,206 | Added |
| 5 | Investment Partners Asset Management, Inc. | $879,753 | 17,687 | Trimmed |
| 6 | COLLECTIVE FAMILY OFFICE LLC | $796,885 | 16,021 | Added |
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $791,861 | 15,920 | Trimmed |
| 8 | CLUNE & ASSOCIATES, LTD. | $664,163 | 13,353 | Trimmed |
| 9 | Apella Capital, LLC | $623,625 | 12,665 | New |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $594,207 | 11,946 | Trimmed |
| 11 | Hardin Capital Partners, LLC | $568,633 | 11,432 | Hold |
| 12 | Avidian Wealth Enterprises, LLC | $250,953 | 5,045 | Added |
| 13 | CoreCap Advisors, LLC | $230,420 | 4,632 | Added |
| 14 | Versant Capital Management, Inc | $71,974 | 1,447 | Trimmed |
| 15 | FIRST COMMUNITY TRUST NA | $49,740 | 1,000 | Hold |
| 16 | CX Institutional | $48,000 | 958 | Hold |
| 17 | TOMPKINS FINANCIAL CORP | $5,372 | 108 | Hold |
| 18 | Noble Wealth Management PBC | $895 | 18 | New |
| 19 | AMERICAN NATIONAL BANK & TRUST | $0 | 0 | Exited |
| 20 | Worth Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30