SCHE — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHE? 63 Institutions Hold $162M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHE)? 63 institutions reported holding $161.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($55.3M), RFG - Bristol Wealth Advisors, LLC ($14.4M), SigFig Wealth Management, LLC ($11.9M).

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$55.3M	1.5M	Trimmed
2	RFG - Bristol Wealth Advisors, LLC	$14.4M	395,636	Added
3	SigFig Wealth Management, LLC	$11.9M	325,726	Trimmed
4	Farther Finance Advisors, LLC	$10.5M	289,094	Added
5	Boltwood Capital Management	$9.8M	269,370	Added
6	Wedmont Private Capital	$9.4M	259,628	Trimmed
7	Bangor Savings Bank	$6.4M	175,406	Trimmed
8	Prota Financial, LLC	$5.5M	152,541	Added
9	Marotta Asset Management	$4.6M	126,952	Trimmed
10	ZynergyRetirementPlanningLLC	$4.2M	115,569	Added
11	Hamilton Capital, LLC	$4.0M	110,485	Added
12	Pioneer Wealth Management Group	$3.2M	88,642	Trimmed
13	CoreCap Advisors, LLC	$2.7M	74,363	Added
14	Valeo Financial Advisors, LLC	$2.1M	58,350	Trimmed
15	Cambridge Financial Group, LLC	$1.3M	35,368	Hold
16	Sunburst Financial Group, LLC	$1.2M	32,536	Trimmed
17	Whitcomb & Hess, Inc.	$1.2M	31,843	Added
18	Apella Capital, LLC	$1.0M	27,836	Added
19	Kearns & Associates LLC	$971,353	26,648	Trimmed
20	Worth Asset Management, LLC	$962,645	26,410	Trimmed
21	Everhart Financial Group, Inc.	$893,312	24,508	Trimmed
22	FC Advisory LLC	$800,147	21,952	Added
23	Bullock Wealth Management Group	$758,468	20,912	Added
24	Rosenberg Matthew Hamilton	$710,702	19,498	Added
25	ACT WEALTH MANAGEMENT, LLC	$602,992	16,543	Trimmed

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