SCHZ — Schwab Strategic Tr Institutional Holders · Q3 2026

Name: Who Owns SCHZ? 48 Institutions Hold $158M (Q3 2026)
Creator: ko.io

Who owns Schwab Strategic Tr (SCHZ)? 48 institutions reported holding $158.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pioneer Wealth Management Group ($55.8M), ZynergyRetirementPlanningLLC ($38.6M), Farther Finance Advisors, LLC ($13.3M).

Rank	Institution	Value	Shares	Change
1	Pioneer Wealth Management Group	$55.8M	2.5M	Added
2	ZynergyRetirementPlanningLLC	$38.6M	1.7M	Added
3	Farther Finance Advisors, LLC	$13.3M	601,449	Added
4	SigFig Wealth Management, LLC	$11.2M	507,775	Added
5	Marotta Asset Management	$5.5M	248,428	Trimmed
6	Cassilly Financial Group LLC	$4.3M	193,953	Added
7	Tactive Advisors, LLC	$3.9M	178,336	Added
8	Balefire, LLC	$2.7M	120,553	Added
9	Financial Designs Corp	$2.6M	116,711	Added
10	Dorato Capital Management	$1.9M	88,053	Trimmed
11	Bangor Savings Bank	$1.8M	83,589	Hold
12	ACT WEALTH MANAGEMENT, LLC	$1.7M	78,787	Added
13	Apeiron RIA LLC	$1.2M	52,791	Trimmed
14	GK Wealth Management LLC	$1.1M	51,916	Added
15	Graves Light Lenhart Wealth, Inc.	$1.1M	49,331	Trimmed
16	Emergent Wealth Advisors, LLC	$1.0M	46,977	Trimmed
17	Friday Financial	$985,072	44,634	Added
18	Plan A Wealth LLC	$952,532	43,101	Added
19	Great Waters Wealth Management	$943,563	42,695	Trimmed
20	Asempa Wealth Advisors	$838,454	37,991	Added
21	JUNCTURE WEALTH STRATEGIES, LLC	$836,949	37,871	Added
22	Aventus Investment Advisors, Inc.	$805,191	36,434	Trimmed
23	Aletheian Wealth Advisors LLC	$800,020	36,200	Added
24	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$472,299	21,371	Trimmed
25	Cooper Financial Group	$452,355	20,469	Trimmed

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