SCHI — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SCHI)? 16 institutions reported holding $25.46M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kaizen Financial Strategies ($7.5M), Bank of New Hampshire ($7.3M), Mfg Wealth Management, Inc. ($3.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kaizen Financial Strategies | $7.5M | 348,950 | Trimmed |
| 2 | Bank of New Hampshire | $7.3M | 339,304 | Added |
| 3 | MFG WEALTH MANAGEMENT, INC. | $3.2M | 147,829 | Added |
| 4 | AMERICAN NATIONAL BANK & TRUST | $2.1M | 99,288 | Added |
| 5 | Worth Asset Management, LLC | $1.5M | 70,146 | Added |
| 6 | CoreCap Advisors, LLC | $955,783 | 44,579 | Added |
| 7 | Avidian Wealth Enterprises, LLC | $849,431 | 39,619 | Hold |
| 8 | Rosenberg Matthew Hamilton | $842,485 | 39,295 | Added |
| 9 | Farther Finance Advisors, LLC | $459,319 | 21,423 | Trimmed |
| 10 | FC Advisory LLC | $382,597 | 17,845 | Added |
| 11 | CHAPIN DAVIS, INC. | $266,928 | 12,450 | Hold |
| 12 | Go Invest LLC | $70,316 | 3,280 | Added |
| 13 | GK Wealth Management LLC | $44,839 | 2,091 | New |
| 14 | Bangor Savings Bank | $18,653 | 870 | Hold |
| 15 | Olistico Wealth, LLC | $11,771 | 549 | New |
| 16 | GAMMA Investing LLC | $943 | 44 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30