SCHH — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHH? 35 Institutions Hold $72.1M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHH)? 35 institutions reported holding $72.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pioneer Wealth Management Group ($20.5M), ZynergyRetirementPlanningLLC ($19.0M), CoreCap Advisors, LLC ($5.5M).

Rank	Institution	Value	Shares	Change
1	Pioneer Wealth Management Group	$20.5M	928,542	Added
2	ZynergyRetirementPlanningLLC	$19.0M	859,959	Added
3	CoreCap Advisors, LLC	$5.5M	251,809	Trimmed
4	ELEVATION WEALTH PARTNERS, LLC	$5.2M	234,674	Trimmed
5	Frisco Financial Planning LLC	$5.1M	233,012	Added
6	Farther Finance Advisors, LLC	$4.1M	187,521	Added
7	Davis Capital Management	$2.4M	111,070	Added
8	EPIQ PARTNERS, LLC	$2.1M	96,468	Trimmed
9	FC Advisory LLC	$2.0M	89,012	Trimmed
10	Peterson Wealth Advisors, LLC	$1.1M	49,844	Trimmed
11	SigFig Wealth Management, LLC	$970,252	44,022	Trimmed
12	Aletheian Wealth Advisors LLC	$802,917	36,430	Trimmed
13	Dorato Capital Management	$582,161	26,766	Trimmed
14	Hardin Capital Partners, LLC	$454,000	20,599	Added
15	Everhart Financial Group, Inc.	$375,790	17,050	Added
16	Bangor Savings Bank	$345,389	15,671	Trimmed
17	Grove Bank & Trust	$295,380	13,402	Added
18	Heartwood Wealth Advisors LLC	$270,761	12,285	Hold
19	CYPRESS FINANCIAL PLANNING LLC	$268,359	12,176	Trimmed
20	Apella Capital, LLC	$246,299	11,324	New
21	Plan A Wealth LLC	$210,284	9,541	Added
22	Bullock Wealth Management Group	$69,655	3,186	Added
23	GILPIN WEALTH MANAGEMENT, LLC	$26,448	1,200	Hold
24	TOMPKINS FINANCIAL CORP	$24,376	1,106	Hold
25	MJT & Associates Financial Advisory Group, Inc.	$21,842	991	Hold

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