SCHK — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SCHK)? 16 institutions reported holding $217.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Armstrong Advisory Group, Inc ($204.8M), Versant Capital Management, Inc ($3.4M), Farther Finance Advisors, LLC ($1.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ARMSTRONG ADVISORY GROUP, INC | $204.8M | 5.6M | Trimmed |
| 2 | Versant Capital Management, Inc | $3.4M | 94,101 | New |
| 3 | Farther Finance Advisors, LLC | $1.6M | 43,883 | Added |
| 4 | Everhart Financial Group, Inc. | $1.4M | 39,341 | Trimmed |
| 5 | SigFig Wealth Management, LLC | $1.3M | 35,740 | Added |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $1.0M | 28,107 | Hold |
| 7 | Kaizen Financial Strategies | $895,054 | 24,415 | Added |
| 8 | COLLECTIVE FAMILY OFFICE LLC | $887,044 | 24,196 | Added |
| 9 | Heartwood Wealth Advisors LLC | $726,491 | 19,817 | Hold |
| 10 | GAMMA Investing LLC | $673,224 | 18,364 | Hold |
| 11 | RVW Wealth, LLC | $335,351 | 9,148 | Hold |
| 12 | Cadent Capital Advisors, LLC | $285,948 | 7,800 | Hold |
| 13 | CoreCap Advisors, LLC | $51,324 | 1,400 | New |
| 14 | Dorato Capital Management | $44,832 | 1,200 | Hold |
| 15 | MassMutual Private Wealth & Trust, FSB | $733 | 20 | Hold |
| 16 | Veracity Capital LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30