SCHQ — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SCHQ)? 9 institutions reported holding $10.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Attessa Capital LLC ($3.8M), Mfg Wealth Management, Inc. ($2.3M), Galvin, Gaustad & Stein, LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Attessa Capital LLC | $3.8M | 133,022 | Added |
| 2 | MFG WEALTH MANAGEMENT, INC. | $2.3M | 80,002 | Added |
| 3 | Galvin, Gaustad & Stein, LLC | $1.8M | 61,915 | Added |
| 4 | Barden Capital Management, Inc. | $1.3M | 44,671 | Added |
| 5 | DKM Wealth Management, Inc. | $862,282 | 30,298 | New |
| 6 | COLLECTIVE FAMILY OFFICE LLC | $481,771 | 16,928 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $158,485 | 5,569 | Trimmed |
| 8 | Versant Capital Management, Inc | $33,042 | 1,161 | Hold |
| 9 | Horizons Wealth Management | $22,113 | 777 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30