SCHF — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHF? 105 Institutions Hold $590M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHF)? 105 institutions reported holding $590.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($61.8M), Matrix Trust Co ($55.7M), Persium Advisors, LLC ($38.2M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$61.8M	2.2M	Added
2	Matrix Trust Co	$55.7M	2.0M	Added
3	Persium Advisors, LLC	$38.2M	1.4M	Trimmed
4	Avidian Wealth Enterprises, LLC	$33.7M	1.2M	Trimmed
5	Boltwood Capital Management	$30.9M	1.1M	Trimmed
6	Bangor Savings Bank	$30.5M	1.1M	Trimmed
7	Wedmont Private Capital	$29.6M	1.1M	Trimmed
8	RIVERSEDGE ADVISORS, LLC	$29.6M	1.1M	Trimmed
9	Rosenberg Matthew Hamilton	$28.8M	1.0M	Added
10	ZynergyRetirementPlanningLLC	$27.2M	990,229	Added
11	ACT WEALTH MANAGEMENT, LLC	$27.0M	983,367	Added
12	Friday Financial	$16.3M	596,469	Added
13	Freestate Advisors LLC	$15.6M	568,369	Trimmed
14	SigFig Wealth Management, LLC	$13.5M	492,997	Added
15	Davis Capital Management	$10.1M	367,175	Added
16	Barden Capital Management, Inc.	$9.8M	356,123	Added
17	Trinity Financial Advisors LLC	$9.4M	341,501	Trimmed
18	Legacy Private Trust Co.	$9.3M	339,433	Trimmed
19	Leverty Financial Group, LLC	$8.6M	314,835	Added
20	Prota Financial, LLC	$7.4M	273,223	Added
21	Acropolis Investment Management, LLC	$6.3M	229,367	Trimmed
22	Cooper Financial Group	$5.8M	209,409	Added
23	Valeo Financial Advisors, LLC	$5.5M	201,839	Trimmed
24	Family Legacy Financial Solutions, LLC	$4.9M	176,874	Added
25	Beacon Wealthcare LLC	$4.8M	175,154	Added

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