SCMB — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SCMB)? 13 institutions reported holding $74.64M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($53.9M), Wedmont Private Capital ($11.3M), Rosenberg Matthew Hamilton ($3.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $53.9M | 2.2M | Added |
| 2 | Wedmont Private Capital | $11.3M | 471,085 | Trimmed |
| 3 | Rosenberg Matthew Hamilton | $3.8M | 157,341 | Added |
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.5M | 103,116 | Trimmed |
| 5 | SigFig Wealth Management, LLC | $618,134 | 25,585 | New |
| 6 | Breakwater Capital Group | $538,085 | 22,272 | Added |
| 7 | Roan Capital Partners | $464,379 | 19,221 | Trimmed |
| 8 | LifeGoal Investments, LLC | $452,561 | 18,732 | New |
| 9 | CoreCap Advisors, LLC | $413,686 | 17,122 | Added |
| 10 | Farther Finance Advisors, LLC | $354,680 | 14,680 | Trimmed |
| 11 | Heartwood Wealth Advisors LLC | $223,311 | 9,243 | Hold |
| 12 | Trust Co | $58,048 | 2,403 | Added |
| 13 | Galvin, Gaustad & Stein, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30