SCHWAB STRATEGIC TRUST - SGVT

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$133.2M
QoQ value delta ($000)
+$24.89M (+22.97%)
Implied price effect (QoQ)
-79.48%
Shares
Total shares
8,335,628
QoQ shares delta
+6,944,459 (+499.18%)
Total shares held by funds (by quarter)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Advisor OS, LLC 17,451 173,271 1.26%
MJP ASSOCIATES INC /ADV 17,037 169,162 2.07%
UPTICK PARTNERS, LLC 11,922 118,372 2.38%
CALTON & ASSOCIATES, INC. 8,694 86,322 1.25%
Savant Capital, LLC 8,390 83,303 0.04%
Clear Creek Financial Management, LLC 7,941 78,843 0.61%
Addison Capital Co 6,644 65,973 1.18%
Tower Research Capital LLC (TRC) 5,253 52,155 0.14%
North Berkeley Wealth Management, LLC 4,983 49,478 2.63%
MOULTON WEALTH MANAGEMENT, INC 4,610 4,610,837 3.14%
GOLDMAN SACHS GROUP INC 4,424 43,932 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,161 31,388 0.0%
Worth Asset Management, LLC 2,777 27,573 1.04%
Wolfstich Capital, LLC 2,471 2,471,981 2.16%
JANE STREET GROUP, LLC 2,146 21,311 0.0%
Belpointe Asset Management LLC 1,857 18,437 0.07%
Bleakley Financial Group, LLC 1,797 17,845 0.03%
Luken Investment Analytics, LLC 1,647 16,361 0.63%
Vista Cima Wealth Management LLC 1,582 15,714 1.56%
STONE LOFT WEALTH MANAGEMENT LLC 1,343 13,338 0.96%
Beacon Pointe Advisors, LLC 1,277 12,680 0.01%
WealthShield Partners, LLC 1,158 11,506 0.13%
WealthPlan Investment Management, LLC 1,124 11,167 0.06%
Sanctuary Advisors, LLC 1,019 10,126 0.01%
Focus Partners Wealth 977 9,708 0.0%