SCHJ — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SCHJ)? 9 institutions reported holding $7.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mfg Wealth Management, Inc. ($3.0M), Rosenberg Matthew Hamilton ($1.9M), Gilpin Wealth Management, LLC ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MFG WEALTH MANAGEMENT, INC. | $3.0M | 123,656 | Trimmed |
| 2 | Rosenberg Matthew Hamilton | $1.9M | 77,727 | Trimmed |
| 3 | GILPIN WEALTH MANAGEMENT, LLC | $1.0M | 43,250 | Added |
| 4 | Farther Finance Advisors, LLC | $756,408 | 31,386 | Trimmed |
| 5 | Plan A Wealth LLC | $265,006 | 10,996 | New |
| 6 | KWMG, LLC | $209,501 | 8,693 | Hold |
| 7 | Worth Asset Management, LLC | $202,320 | 8,395 | Hold |
| 8 | CoreCap Advisors, LLC | $37,934 | 1,574 | Hold |
| 9 | GK Wealth Management LLC | $25,203 | 1,046 | New |
Source: SEC Form 13F filings · as of 2026-09-30