SGVT — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SGVT)? 6 institutions reported holding $4.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($3.2M), Worth Asset Management, LLC ($701,460), Mirador Capital Partners LP ($305,463).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $3.2M | 32,022 | Added |
| 2 | Worth Asset Management, LLC | $701,460 | 6,961 | Trimmed |
| 3 | Mirador Capital Partners LP | $305,463 | 3,031 | Added |
| 4 | Bangor Savings Bank | $120,924 | 1,200 | New |
| 5 | Trust Co | $97 | 1 | New |
| 6 | PRIVATE CLIENT SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30