13F Insight
DOSSIER · 13F Holders · Q3 2026
SCHQ

SCHWAB STRATEGIC TR

133 institutions still hold SCHWAB STRATEGIC TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524680·133 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$309M
visible holders
Holders
133
filers reporting
Concentration
17.48%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q3 2026

133 institutions reported SCHQ in Q3 2026. LPL Financial LLC leads at 17.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$54M1.9M0.01%Q3 202602
Tidal Investments LLC
CIK 0001600064
$43M1.4M0.08%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$43M1.4M0.01%Q2 202604
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$22M759K0.04%Q3 202605
SFMG, LLC
CIK 0001512026
$19M622K1.17%Q2 202606
Carolina Wealth Advisors, LLC
CIK 0001786411
$18M580K7.11%Q2 202607
Werba Rubin Papier Wealth Management
CIK 0001971029
$13M463K1.56%Q3 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$13M401K0.03%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$11M368K0.00%Q3 202610
PARK AVENUE SECURITIES LLC
CIK 0001071640
$8M293K0.05%Q3 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M264K0.00%Q2 202612
Bank of New York Mellon Corp
CIK 0001390777
$8M290K0.00%Q3 202613
Cetera Investment Advisers
CIK 0001666741
$7M237K0.01%Q2 202614
AllGen Financial Advisors, Inc.
CIK 0001964809
$7M222K1.52%Q2 202615
Summit Financial, LLC
CIK 0001765536
$6M207K0.07%Q2 202616
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$6M199K0.08%Q3 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$6M195K0.01%Q3 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5M167K0.00%Q2 202619
L2 Asset Management, LLC
CIK 0001686988
$5M166K0.54%Q2 202620
MORGAN STANLEY
CIK 0000895421
$5M159K0.00%Q2 2026
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