SCHO — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHO? 46 Institutions Hold $316M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHO)? 46 institutions reported holding $315.71M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Bangor Savings Bank ($66.0M), Stephens Group Asset Management, LLC ($40.9M), MassMutual Private Wealth & Trust, FSB ($40.5M).

Rank	Institution	Value	Shares	Change
1	Bangor Savings Bank	$66.0M	2.8M	Added
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	$40.9M	1.7M	Added
3	MassMutual Private Wealth & Trust, FSB	$40.5M	1.7M	Trimmed
4	Galvin, Gaustad & Stein, LLC	$22.6M	949,186	Trimmed
5	Avidian Wealth Enterprises, LLC	$16.1M	672,701	Added
6	Stonebridge Financial Group, LLC	$14.5M	607,585	Trimmed
7	Farther Finance Advisors, LLC	$14.1M	592,259	Trimmed
8	Towneley Capital Management, Inc / DE	$13.4M	562,783	Added
9	Peterson Wealth Advisors, LLC	$12.7M	531,181	Added
10	Marotta Asset Management	$12.6M	526,754	Trimmed
11	Rosenberg Matthew Hamilton	$9.8M	409,323	Added
12	Castle Rock Wealth Management, LLC	$7.6M	319,545	New
13	Plan A Wealth LLC	$7.4M	310,692	Added
14	Apella Capital, LLC	$5.8M	242,405	Trimmed
15	Successful Portfolios LLC	$5.8M	241,307	Added
16	ZynergyRetirementPlanningLLC	$4.4M	185,546	Trimmed
17	Versant Capital Management, Inc	$3.7M	154,449	Added
18	PARK NATIONAL CORP /OH/	$3.4M	141,559	Added
19	SigFig Wealth Management, LLC	$3.0M	126,962	Added
20	JUNCTURE WEALTH STRATEGIES, LLC	$1.8M	75,586	Trimmed
21	Great Waters Wealth Management	$1.3M	55,560	Added
22	Aventus Investment Advisors, Inc.	$1.2M	50,842	Trimmed
23	Veery Capital, LLC	$1.2M	50,094	Added
24	Mendota Financial Group, LLC	$909,392	38,114	Trimmed
25	Adelphi Trust Co	$703,441	29,482	Added

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