SCHWAB STRATEGIC TR (SCHA) is held by 117 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Empower Advisory Group, LLC as of Q1 2026.

Are institutions buying or selling SCHA?

In Q1 2026, 66 institutions opened or increased positions in SCHWAB STRATEGIC TR while 56 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHA?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SCHWAB STRATEGIC TR.

How many hedge funds hold SCHA?

117 institutional investors report holding SCHWAB STRATEGIC TR (SCHA) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SCHA?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 66 buyers versus 56 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHA·808524607·US·ETF·Unknown - Unknown

117

Holders

(21 Elite)

$4.2B

Total Value

54% (122)

Consensus

66 buying - 56 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 117 funds

21 elite

Who's Trading

CongressDBDouglas J BurgumSale $1,001 - $15,000Mar 12, 2025

View all congressional trades

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Empower Advisory Group, LLC	Increased	36.9M(+8.5%)	$1.1B	2.8%	+45.11%	59
SEI INVESTMENTS CO	Decreased	14.7M(-0.2%)	$428.5M	0.4%	+55.94%	0
BANK OF AMERICA CORP /DE/	Decreased	14.6M(-15.8%)	$424.2M	0.0%	+36.98%	0
Creative Planning	Decreased	6M(-11.7%)	$174.3M	0.1%	+43.01%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	5.8M(+5.5%)	$168.8M	0.1%	+43.11%	38
UBS Group AG	Increased	5.1M(+27.5%)	$149.2M	0.0%	+42.51%	38
Financial Engines Advisors L.L.C.	Decreased	4.6M(-5.3%)	$133.3M	0.3%	+54.28%	0
Cerity Partners LLC	Increased	3.8M(+2.3%)	$112M	0.2%	+43.06%	37
Mariner, LLC	Increased	3.4M(+16.3%)	$98.5M	0.1%	+47.01%	41
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.7M(-39.0%)	$79.4M	0.2%	+47.47%	0
LPL Financial LLC	Increased	2.7M(+1.8%)	$78.4M	0.0%	+48.97%	30
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	2M(-6.2%)	$59M	0.5%	+25.70%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	2M(+3.6%)	$58.9M	0.4%	+46.84%	36
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	2M(-5.4%)	$58.4M	0.1%	+51.05%	0
OSAIC HOLDINGS, INC.	Increased	1.8M(+17.2%)	$53.5M	0.1%	+37.79%	34
JONES FINANCIAL COMPANIES LLLP	Increased	1.9M(+27.0%)	$53.4M	0.0%	+35.76%	36
HighTower Advisors, LLC	Decreased	1.8M(-3.4%)	$51.8M	0.1%	+48.17%	0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Increased	1.8M(+2.4%)	$51.5M	0.4%	+30.22%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	1.7M(+71.8%)	$48M	0.0%	+31.17%	44
MORGAN STANLEY	Decreased	1.6M(-8.6%)	$46.6M	0.0%	+43.30%	0