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

SCHWAB STRATEGIC TR

103 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 808524581·103 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$130M
visible holders
Holders
103
filers reporting
Concentration
11.99%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q3 2026

103 institutions reported SGVT in Q3 2026. Savant Capital, LLC leads at 12.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Savant Capital, LLC
CIK 0001482880
$16M154K0.04%Q3 202602
Larson Financial Group LLC
CIK 0001731061
$15M150K0.37%Q3 202603
Clear Creek Financial Management, LLC
CIK 0001784235
$15M147K1.12%Q3 202604
MJP ASSOCIATES INC /ADV
CIK 0000715113
$14M137K1.51%Q2 202605
Advisor OS, LLC
CIK 0001767580
$13M126K0.84%Q3 202606
UPTICK PARTNERS, LLC
CIK 0002005353
$9M89K1.25%Q3 202607
Addison Capital Co
CIK 0001581465
$9M86K1.94%Q3 202608
Tower Research Capital LLC (TRC)
CIK 0001533421
$7M68K0.17%Q2 202609
FULCRUM WEALTH ADVISORS, LLC
CIK 0002108790
$5M48K3.33%Q3 202610
WPG Advisers, LLC
CIK 0002067343
$5M45K2.46%Q3 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M43K0.00%Q2 202612
FCG Investment Co
CIK 0002011697
$4M40K1.33%Q3 202613
Farther Finance Advisors, LLC
CIK 0001992825
$3M32K0.02%Q3 202614
Bleakley Financial Group, LLC
CIK 0001936953
$3M26K0.03%Q2 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M21K0.00%Q1 202616
Belpointe Asset Management LLC
CIK 0001721242
$2M20K0.05%Q3 202617
Mariner, LLC
CIK 0001373442
$1M15K0.00%Q2 202618
Luken Investment Analytics, LLC
CIK 0001730546
$1M14K0.47%Q3 202619
Diversify Advisory Services, LLC
CIK 0002021232
$1M14K0.02%Q3 202620
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$1M14K0.02%Q3 2026
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