SCHM — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHM? 70 Institutions Hold $149M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHM)? 70 institutions reported holding $148.76M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($17.6M), Bangor Savings Bank ($16.1M), Family Legacy Financial Solutions, LLC ($12.9M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$17.6M	518,625	Added
2	Bangor Savings Bank	$16.1M	472,836	Trimmed
3	Family Legacy Financial Solutions, LLC	$12.9M	378,054	Added
4	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$9.2M	271,236	Trimmed
5	Wealth Enhancement Trust Services, Inc.	$7.4M	217,566	Trimmed
6	OxenFree Capital LLC	$7.3M	208,478	Added
7	Peterson Wealth Advisors, LLC	$7.3M	213,466	Trimmed
8	CX Institutional	$5.8M	170,694	Trimmed
9	MFA WEALTH ADVISORS, LLC	$5.4M	159,092	New
10	Capital Planning LLC	$5.3M	155,877	Trimmed
11	May Barnhard Investments LLC	$3.8M	111,153	Trimmed
12	Wealth Group Ltd	$3.5M	102,182	Added
13	Everhart Financial Group, Inc.	$3.3M	97,785	Trimmed
14	Boltwood Capital Management	$3.3M	97,571	Added
15	BURKETT FINANCIAL SERVICES, LLC	$2.8M	80,975	Trimmed
16	Dorato Capital Management	$2.6M	76,032	Added
17	Marquette Asset Management, LLC	$2.6M	75,304	Trimmed
18	Cambridge Financial Group, LLC	$2.4M	65,011	Hold
19	JUNCTURE WEALTH STRATEGIES, LLC	$2.3M	67,549	Trimmed
20	Venture Visionary Partners LLC	$2.3M	66,587	Added
21	Valeo Financial Advisors, LLC	$2.1M	62,253	Added
22	Sunburst Financial Group, LLC	$1.9M	57,249	Added
23	Cassilly Financial Group LLC	$1.9M	55,770	Added
24	COLLECTIVE FAMILY OFFICE LLC	$1.9M	55,287	Trimmed
25	Wedmont Private Capital	$1.4M	39,831	Added

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