SCHP — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHP? 46 Institutions Hold $270M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHP)? 46 institutions reported holding $269.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Armstrong Advisory Group, Inc ($91.2M), Stephens Group Asset Management, LLC ($41.4M), Matrix Trust Co ($34.7M).

Rank	Institution	Value	Shares	Change
1	ARMSTRONG ADVISORY GROUP, INC	$91.2M	3.6M	Added
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	$41.4M	1.6M	Added
3	Matrix Trust Co	$34.7M	1.4M	Added
4	ZynergyRetirementPlanningLLC	$17.0M	677,791	Added
5	Farther Finance Advisors, LLC	$15.3M	607,667	Added
6	Marotta Asset Management	$13.1M	519,739	Trimmed
7	Vilga Financial Planning LLC	$9.4M	373,311	Added
8	FC Advisory LLC	$8.8M	348,469	Added
9	Dorato Capital Management	$7.7M	305,583	Added
10	First Heartland Consultants, Inc.	$4.8M	192,566	Added
11	FSA Investment Group, LLC	$3.9M	156,189	Added
12	PRIVATE CLIENT SERVICES, LLC	$3.3M	129,481	Trimmed
13	Aletheian Wealth Advisors LLC	$2.6M	104,491	Added
14	Ridgewood Investments LLC	$2.5M	99,933	Added
15	Veracity Capital LLC	$2.2M	87,990	Added
16	May Barnhard Investments LLC	$1.9M	75,588	New
17	SigFig Wealth Management, LLC	$1.6M	63,224	Trimmed
18	Horizons Wealth Management	$1.3M	51,497	Added
19	TrueWealth Advisors, LLC	$1.2M	46,627	Trimmed
20	Galvin, Gaustad & Stein, LLC	$1.1M	43,785	Trimmed
21	Wealth Enhancement Trust Services, Inc.	$684,968	27,257	Added
22	LifeGoal Investments, LLC	$664,736	26,452	Added
23	Avidian Wealth Enterprises, LLC	$549,879	21,881	Added
24	CoreCap Advisors, LLC	$401,983	15,996	Added
25	KWMG, LLC	$387,103	15,404	Trimmed

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