SCHX — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHX? 96 Institutions Hold $1.03B (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHX)? 96 institutions reported holding $1.03B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($223.8M), SigFig Wealth Management, LLC ($205.1M), FSA Investment Group, LLC ($122.4M).

Rank	Institution	Value	Shares	Change
1	Farther Finance Advisors, LLC	$223.8M	7.5M	Added
2	SigFig Wealth Management, LLC	$205.1M	6.8M	Added
3	FSA Investment Group, LLC	$122.4M	4.1M	Added
4	Bangor Savings Bank	$55.2M	1.8M	Trimmed
5	Apella Capital, LLC	$44.4M	1.4M	Added
6	Matrix Trust Co	$43.9M	1.5M	Trimmed
7	Investors Research Corp	$25.5M	851,421	Added
8	Sprinkle Financial Consultants LLC	$25.0M	832,529	Added
9	MFA WEALTH ADVISORS, LLC	$24.3M	808,937	Added
10	Family Legacy Financial Solutions, LLC	$23.5M	784,296	Added
11	Leverty Financial Group, LLC	$17.7M	590,174	Added
12	CoreCap Advisors, LLC	$14.9M	496,766	Trimmed
13	May Barnhard Investments LLC	$14.8M	492,486	Trimmed
14	Frisco Financial Planning LLC	$12.7M	423,211	Trimmed
15	Avidian Wealth Enterprises, LLC	$12.6M	420,327	Trimmed
16	ELEVATION WEALTH PARTNERS, LLC	$11.6M	388,172	Trimmed
17	Legacy Private Trust Co.	$10.8M	360,828	Added
18	Attessa Capital LLC	$10.6M	354,174	Trimmed
19	RTD Financial Advisors, Inc.	$10.5M	348,460	Trimmed
20	Wealth Enhancement Trust Services, Inc.	$9.8M	328,230	Trimmed
21	Barden Capital Management, Inc.	$8.4M	281,139	Trimmed
22	Gradient Investments LLC	$8.2M	274,793	Trimmed
23	Rosenberg Matthew Hamilton	$7.8M	260,977	Trimmed
24	YHB Investment Advisors, Inc.	$7.6M	254,760	Added
25	Dorato Capital Management	$6.4M	210,231	Added

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