SCHWAB STRATEGIC TR

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SCHC·808524888·US·ETF·Unknown - Unknown

SCHC (SCHWAB STRATEGIC TR) is held by 88 institutional investors as of Q1 2026. Largest holders: Creative Planning ($137.4M), Savant Capital, LLC ($93.9M), BlackRock, Inc. ($85.8M). Net institutional sentiment: Mixed.

88

Holders

Avg rating(20 Elite)

$926.5M

Total Value

49% (97)

Fund Consensus

44 buying - 45 selling

Smart Money Verdict

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Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Held by 88 funds

20 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (88)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Increased	2.9M(+134.2%)	$137.4M	0.1%	+27.07%	49
Savant Capital, LLC	Decreased	2M(-6.8%)	$93.9M	0.5%	+95.49%	0
BlackRock, Inc.	Increased	1.8M(+37.8%)	$85.8M	0.0%	+28.46%	39
JONES FINANCIAL COMPANIES LLLP	Increased	1.6M(+53.0%)	$72.8M	0.0%	+17.90%	42
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1.3M(-2.7%)	$58.7M	0.0%	+52.38%	0
STATE STREET CORP	Decreased	1.2M(-6.3%)	$54.2M	0.0%	+47.41%	0
MAMATHER GROUP, LLC.	Decreased	1.1M(-0.4%)	$51.4M	0.5%	+68.65%	0
FWFocus Partners Wealth	Decreased	1M(-0.5%)	$47.9M	0.1%	+46.93%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	758,997(+39.6%)	$35.5M	0.0%	+43.87%	38
Corient Private Wealth LLC	Increased	635,383(+6.2%)	$29.6M	0.0%	+55.08%	31
UBS Group AG	Increased	402,554(+1.6%)	$18.8M	0.0%	+48.30%	29
CAPTRUST FINANCIAL ADVISORS	Decreased	399,782(-1.6%)	$18.7M	0.0%	+67.73%	0
MORGAN STANLEY	Decreased	369,227(-26.6%)	$17.3M	0.0%	+22.80%	0
RAYMOND JAMES FINANCIAL INC	Increased	322,703(+46.1%)	$15.1M	0.0%	+15.74%	38
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	301,165(-92.8%)	$14.1M	0.9%	+33.08%	0
Mariner, LLC	Increased	293,997(+211.9%)	$13.7M	0.0%	+10.20%	45
Cetera Investment Advisers	Increased	242,596(+1.5%)	$11.3M	0.0%	+57.85%	28
AMERIPRISE FINANCIAL INC	Increased	178,518(+86.0%)	$8.3M	0.0%	+8.95%	43
HighTower Advisors, LLC	Decreased	175,610(-2.5%)	$8.2M	0.0%	+44.84%	0
EP Wealth Advisors, LLC	Increased	173,175(+648.5%)	$8.1M	0.0%	+2.99%	44

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer