SCHG — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHG? 108 Institutions Hold $653M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHG)? 108 institutions reported holding $652.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marquette Asset Management, LLC ($154.5M), Burkett Financial Services, LLC ($58.2M), Farther Finance Advisors, LLC ($51.2M).

Rank	Institution	Value	Shares	Change
1	Marquette Asset Management, LLC	$154.5M	4.3M	Added
2	BURKETT FINANCIAL SERVICES, LLC	$58.2M	1.6M	Added
3	Farther Finance Advisors, LLC	$51.2M	1.4M	Added
4	Veery Capital, LLC	$50.0M	1.4M	Added
5	Friday Financial	$40.6M	1.1M	Added
6	Capital Planning LLC	$29.2M	811,581	Trimmed
7	Persium Advisors, LLC	$26.8M	745,686	Trimmed
8	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$21.2M	590,341	Trimmed
9	Kaizen Financial Strategies	$16.7M	464,265	Trimmed
10	YHB Investment Advisors, Inc.	$15.8M	439,895	Trimmed
11	Whitaker-Myers Wealth Managers, LTD.	$13.8M	384,995	Trimmed
12	Everhart Financial Group, Inc.	$12.1M	337,943	Trimmed
13	May Barnhard Investments LLC	$11.5M	321,048	Trimmed
14	Valeo Financial Advisors, LLC	$11.5M	333,823	Added
15	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$10.1M	281,958	Trimmed
16	CoreCap Advisors, LLC	$10.0M	278,072	Added
17	Prota Financial, LLC	$9.4M	259,759	Trimmed
18	Cooper Financial Group	$6.2M	173,321	Added
19	RFG - Bristol Wealth Advisors, LLC	$6.1M	168,987	Added
20	Cambridge Financial Group, LLC	$6.1M	178,929	Hold
21	RTD Financial Advisors, Inc.	$5.4M	149,487	Trimmed
22	Barden Capital Management, Inc.	$5.1M	142,174	Trimmed
23	Wedmont Private Capital	$4.0M	110,007	Added
24	Apella Capital, LLC	$3.9M	105,093	Trimmed
25	FC Advisory LLC	$3.9M	107,439	Trimmed

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