SCHD — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHD? 133 Institutions Hold $799M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHD)? 133 institutions reported holding $798.55M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Keystone Financial Planning, Inc. ($204.3M), Burkett Financial Services, LLC ($55.1M), Sarver Vrooman Wealth Advisors ($55.1M).

Rank	Institution	Value	Shares	Change
1	Keystone Financial Planning, Inc.	$204.3M	6.3M	Added
2	BURKETT FINANCIAL SERVICES, LLC	$55.1M	1.7M	Trimmed
3	Sarver Vrooman Wealth Advisors	$55.1M	1.7M	Added
4	Farther Finance Advisors, LLC	$54.3M	1.7M	Added
5	Whitaker-Myers Wealth Managers, LTD.	$36.5M	1.1M	Added
6	MJT & Associates Financial Advisory Group, Inc.	$25.9M	796,851	Added
7	Venture Visionary Partners LLC	$21.9M	673,332	Added
8	Graves Light Lenhart Wealth, Inc.	$21.4M	656,368	Trimmed
9	WALLER FINANCIAL PLANNING GROUP, INC	$20.7M	635,884	Trimmed
10	Friday Financial	$15.4M	470,332	Added
11	Sunburst Financial Group, LLC	$13.8M	423,022	Trimmed
12	Kure Advisory, LLC	$11.5M	352,119	Added
13	McAlister, Sweet & Associates, Inc.	$11.2M	343,226	Added
14	JUNCTURE WEALTH STRATEGIES, LLC	$10.5M	322,879	Trimmed
15	YHB Investment Advisors, Inc.	$10.4M	320,278	Trimmed
16	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$10.2M	313,441	Trimmed
17	Investors Research Corp	$9.8M	302,624	Added
18	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$9.2M	282,125	Trimmed
19	Davis Capital Management	$8.6M	265,361	Added
20	Matrix Trust Co	$8.3M	254,782	Trimmed
21	Dickmeyer Boyce Financial Management, Inc.	$7.9M	241,399	Added
22	Wedmont Private Capital	$7.7M	233,756	Added
23	Dorato Capital Management	$7.7M	234,525	Added
24	Adams Asset Advisors, LLC	$7.5M	229,830	Added
25	Exeter Financial, LLC	$7.3M	224,686	Added

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