SCHV — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHV? 56 Institutions Hold $303M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHV)? 56 institutions reported holding $302.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cooper Financial Group ($78.6M), Veery Capital, LLC ($40.5M), Farther Finance Advisors, LLC ($29.7M).

Rank	Institution	Value	Shares	Change
1	Cooper Financial Group	$78.6M	2.4M	Added
2	Veery Capital, LLC	$40.5M	1.2M	Added
3	Farther Finance Advisors, LLC	$29.7M	890,366	Added
4	CX Institutional	$29.0M	869,829	Added
5	Persium Advisors, LLC	$25.5M	765,306	Trimmed
6	Friday Financial	$21.0M	627,761	Added
7	Whitaker-Myers Wealth Managers, LTD.	$12.6M	379,462	Trimmed
8	May Barnhard Investments LLC	$8.5M	255,733	Trimmed
9	Baring Financial LLC	$8.1M	241,830	Added
10	Capital Advisors Wealth Management, LLC	$6.4M	192,080	Added
11	Barden Capital Management, Inc.	$4.2M	126,433	Trimmed
12	Everhart Financial Group, Inc.	$3.9M	118,084	Trimmed
13	CYPRESS FINANCIAL PLANNING LLC	$3.5M	105,203	Trimmed
14	ZynergyRetirementPlanningLLC	$3.2M	96,985	Trimmed
15	RIVERSEDGE ADVISORS, LLC	$2.7M	80,473	Added
16	Apella Capital, LLC	$2.5M	73,505	Trimmed
17	Cambridge Financial Group, LLC	$2.4M	70,065	Hold
18	Ridgewood Investments LLC	$2.2M	67,331	Trimmed
19	AVITY INVESTMENT MANAGEMENT INC.	$2.0M	59,931	Hold
20	Wedmont Private Capital	$1.6M	46,322	Added
21	Avidian Wealth Enterprises, LLC	$1.6M	46,740	Added
22	Valeo Financial Advisors, LLC	$1.5M	45,617	Trimmed
23	Tactive Advisors, LLC	$1.1M	34,337	Trimmed
24	MassMutual Private Wealth & Trust, FSB	$1.0M	30,463	Added
25	Adelphi Trust Co	$987,275	29,639	Added

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