13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SGVT

SCHWAB STRATEGIC TR

64 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 808524581·64 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.2%
vs prior quarter
13F value held
$116M
62.0% inst. owned
of float
Holders
64
-104 QoQ
filers reporting
Activity
+32 / −61
+911 added · −854 reduced
this quarter
Concentration
15.03%
Advisor OS, LLC #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported SGVT in Q1 2026. Advisor OS, LLC leads at 15.0% of the visible book. -104 net institutions QoQ — distribution reading.

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
MOULTON WEALTH MANAGEMENT, INC
CIK 0001792510
$5M4.6M3.14%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M44K0.00%Q1 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M31K0.00%Q1 202613
Worth Asset Management, LLC
CIK 0001927285
$3M28K1.04%Q1 202614
Wolfstich Capital, LLC
CIK 0002047009
$2M2.5M2.16%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M21K0.00%Q1 202616
Belpointe Asset Management LLC
CIK 0001721242
$2M18K0.07%Q1 202617
Bleakley Financial Group, LLC
CIK 0001936953
$2M18K0.03%Q1 202618
Luken Investment Analytics, LLC
CIK 0001730546
$2M16K0.63%Q1 202619
Vista Cima Wealth Management LLC
CIK 0002055907
$2M16K1.56%Q1 202620
STONE LOFT WEALTH MANAGEMENT LLC
CIK 0002130930
$1M13K0.96%Q1 2026
Page 1 of 4
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