SCHR — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHR? 25 Institutions Hold $150M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHR)? 25 institutions reported holding $149.84M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($59.9M), Beacon Wealthcare LLC ($34.4M), Galvin, Gaustad & Stein, LLC ($26.1M).

Rank	Institution	Value	Shares	Change
1	Avidian Wealth Enterprises, LLC	$59.9M	2.5M	Added
2	Beacon Wealthcare LLC	$34.4M	1.4M	Added
3	Galvin, Gaustad & Stein, LLC	$26.1M	1.1M	Trimmed
4	Attessa Capital LLC	$10.7M	452,044	Added
5	Mendota Financial Group, LLC	$3.8M	159,275	Added
6	Farther Finance Advisors, LLC	$3.5M	149,453	Trimmed
7	Barden Capital Management, Inc.	$2.4M	100,625	Added
8	STABLEFORD CAPITAL II LLC	$1.8M	74,848	Hold
9	Successful Portfolios LLC	$1.7M	71,369	Added
10	MFG WEALTH MANAGEMENT, INC.	$1.6M	65,606	Added
11	Kaizen Financial Strategies	$1.3M	56,319	Trimmed
12	CoreCap Advisors, LLC	$861,998	36,371	Added
13	Hardin Capital Partners, LLC	$433,620	18,296	Trimmed
14	CHAPIN DAVIS, INC.	$351,400	14,827	Hold
15	Venture Visionary Partners LLC	$269,398	11,367	Hold
16	Bangor Savings Bank	$236,005	9,958	Hold
17	FC Advisory LLC	$221,491	9,346	Trimmed
18	Dorato Capital Management	$139,084	5,871	Hold
19	Bullock Wealth Management Group	$84,118	3,551	Added
20	Rosenberg Matthew Hamilton	$48,372	2,041	Added
21	ARMSTRONG ADVISORY GROUP, INC	$2,844	120	Hold
22	MassMutual Private Wealth & Trust, FSB	$0	0	Exited
23	Acropolis Investment Management, LLC	$0	0	Exited
24	Pacifica Partners Inc.	$0	0	Exited
25	Intelligence Driven Advisers, LLC	$0	0	Exited

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