SCHWAB STRATEGIC TR

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SCHA·808524607·US·ETF

SCHA (SCHWAB STRATEGIC TR) is held by 126 institutional investors as of Q2 2026. Largest holders: Empower Advisory Group, LLC ($1.4B), SEI INVESTMENTS CO ($502.5M), BANK OF AMERICA CORP /DE/ ($496.9M). Net institutional sentiment: Mixed.

126

Holders

(18 Elite)

$5.3B

Total Value

61% (123)

Consensus

75 buying - 48 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)50

Insider (Form 4)63

Activist (13D/13G)63

Congressional (STOCK Act)42

Holder Quality

48

★★★★★

Elite

14

★★★★

Strong

56

★★★

Solid

14

★★

Below

79

★

Weak

Held by 126 funds

18 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SCHA.

Top Holders

Top Holders (126)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Empower Advisory Group, LLC	Increased	37.7M(+2.1%)	$1.4B	3.2%	+43.25%	60
SEI INVESTMENTS CO	Decreased	13.9M(-5.6%)	$502.5M	0.4%	+95.04%	0
BANK OF AMERICA CORP /DE/	Decreased	13.8M(-5.7%)	$496.9M	0.0%	+46.12%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	6.1M(+5.1%)	$220.4M	0.1%	+42.39%	39
Creative Planning	Decreased	5.9M(-2.0%)	$212.2M	0.1%	+53.80%	0
UBS Group AG	Increased	5.2M(+0.8%)	$186.8M	0.0%	+57.97%	31
Financial Engines Advisors L.L.C.	Decreased	4.2M(-8.6%)	$151.4M	0.3%	+88.18%	0
Cerity Partners LLC	Increased	4M(+4.1%)	$136.2M	0.2%	+37.34%	38
Mariner, LLC	Decreased	3.3M(-2.9%)	$118.8M	0.1%	+73.30%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	2.8M(+3.7%)	$97.4M	0.2%	+66.22%	37
LPL Financial LLC	Decreased	2.6M(-2.1%)	$95.4M	0.0%	+69.64%	0
Savant Capital, LLC	Increased	2.9M(+99.2%)	$95M	0.3%	+13.85%	58
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	2.1M(+3.2%)	$75.5M	0.6%	+35.95%	43
JONES FINANCIAL COMPANIES LLLP	Increased	2.1M(+13.1%)	$75.2M	0.0%	+29.51%	34
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	2M(+1.1%)	$73.4M	0.1%	+42.66%	30
VANTAGEPOINT INVESTMENT ADVISERS LLC	Unchanged	2M	$73.2M	0.5%	+17.37%	0
OSAIC HOLDINGS, INC.	Increased	1.9M(+3.1%)	$68.7M	0.1%	+41.45%	31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	Decreased	1.7M(-4.3%)	$61.2M	0.4%	+23.26%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.7M(+1.6%)	$60.5M	0.0%	+29.03%	30
FWFocus Partners Wealth	Increased	1.7M(+27.0%)	$60.3M	0.1%	+18.51%	37

Showing 1-20 of 129

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer