13F Insight
DOSSIER · 13F Holders · Q1 2026
SGVT

SCHWAB STRATEGIC TR

66 institutions still hold SCHWAB STRATEGIC TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524581·66 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$112M
visible holders
Holders
66
filers reporting
Concentration
15.59%
Advisor OS, LLC #1
top holder share
AI Holders Summary · Q1 2026

66 institutions reported SGVT in Q1 2026. Advisor OS, LLC leads at 15.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Advisor OS, LLC
CIK 0001767580
$17M173K1.26%Q1 202602
MJP ASSOCIATES INC /ADV
CIK 0000715113
$17M169K2.07%Q1 202603
UPTICK PARTNERS, LLC
CIK 0002005353
$12M118K2.38%Q1 202604
CALTON & ASSOCIATES, INC.
CIK 0000822648
$9M86K1.25%Q1 202605
Savant Capital, LLC
CIK 0001482880
$8M83K0.04%Q1 202606
Clear Creek Financial Management, LLC
CIK 0001784235
$8M79K0.61%Q1 202607
Addison Capital Co
CIK 0001581465
$7M66K1.18%Q1 202608
Tower Research Capital LLC (TRC)
CIK 0001533421
$5M52K0.14%Q1 202609
North Berkeley Wealth Management, LLC
CIK 0002062383
$5M49K2.63%Q1 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M44K0.00%Q1 202611
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M31K0.00%Q1 202612
FULCRUM WEALTH ADVISORS, LLC
CIK 0002108790
$3M31K2.41%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M21K0.00%Q1 202614
Belpointe Asset Management LLC
CIK 0001721242
$2M18K0.07%Q1 202615
Bleakley Financial Group, LLC
CIK 0001936953
$2M18K0.03%Q1 202616
Luken Investment Analytics, LLC
CIK 0001730546
$2M16K0.63%Q1 202617
Vista Cima Wealth Management LLC
CIK 0002055907
$2M16K1.56%Q1 202618
Farther Finance Advisors, LLC
CIK 0001992825
$1M13K0.01%Q2 202619
Beacon Pointe Advisors, LLC
CIK 0001744317
$1M13K0.01%Q1 202620
STONE LOFT WEALTH MANAGEMENT LLC
CIK 0002130930
$1M13K0.72%Q2 2026
Page 1 of 4
46 more holders available. Log in →