SGVT institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding82
Shares held1,321,670
Reported value$133.1m
Quarter flows32 new, 23 added, 21 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Savant Capital, LLC176,019$17.7m0.1%
Advisor OS, LLC137,430$13.8m0.9%
MJP ASSOCIATES INC /ADV137,430$13.8m1.5%
Clear Creek Financial Management, LLC135,911$13.7m0.9%
UPTICK PARTNERS, LLC96,513$9.7m1.5%
Addison Capital Co88,563$8.9m1.5%
Tower Research Capital LLC (TRC)67,586$6.8m0.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP43,059$4.3m0.0%
FULCRUM WEALTH ADVISORS, LLC31,257$3.1m2.4%
Bleakley Financial Group, LLC26,295$2.6m0.0%
Belpointe Asset Management LLC19,546$2.0m0.1%
JANE STREET GROUP, LLC18,833$1.9m0.0%
Cambridge Investment Research Advisors, Inc.16,782$1.7m0.0%
PERSPECTIVE WEALTH ADVISORS LLC15,362$1.5m0.9%
Luken Investment Analytics, LLC14,891$1.5m0.5%
Mariner, LLC14,734$1.5m0.0%
WPG Advisers, LLC14,121$1.4m0.8%
Farther Finance Advisors, LLC12,871$1.3m0.0%
STONE LOFT WEALTH MANAGEMENT LLC12,648$1.3m0.7%
Compass Ion Advisors, LLC10,927$1.1m0.1%
Mascagni Wealth Management, Inc.10,916$1.1m0.7%
Worth Asset Management, LLC9,957$1.0m0.3%
WPWealth LLP9,926$999,9450.1%
PRIVATE CLIENT SERVICES, LLC9,527$959,7500.3%
EP Wealth Advisors, LLC9,482$955,2170.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SGVT"). SGVT price history · All 13F data

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