SCUS — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SCUS)? 3 institutions reported holding $4.58M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kaizen Financial Strategies ($3.8M), Hummer Financial Advisory Services Inc ($622,728), Trust Co ($134,421).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kaizen Financial Strategies | $3.8M | 152,193 | Added |
| 2 | Hummer Financial Advisory Services Inc | $622,728 | 24,800 | Hold |
| 3 | Trust Co | $134,421 | 5,353 | New |
Source: SEC Form 13F filings · as of 2026-09-30