SCHWAB STRATEGIC TR (SCHD) is held by 149 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Rakuten Investment Management, Inc. as of Q1 2026.

Are institutions buying or selling SCHD?

In Q1 2026, 85 institutions opened or increased positions in SCHWAB STRATEGIC TR while 63 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHD?

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 SCHD?

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

Is institutional money flowing into SCHD?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 85 buyers versus 63 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHD·808524797·US·ETF·Unknown - Unknown

149

Holders

(22 Elite)

$13.5B

Total Value

57% (148)

Consensus

85 buying - 63 selling

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

Smart Money Verdict

View all

Held by 149 funds

22 elite

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Rakuten Investment Management, Inc.	Increased	83.2M(+100.0%)	$2.3B	4.6%	+11.00%	94
BANK OF AMERICA CORP /DE/	Decreased	30.9M(-34.3%)	$946.9M	0.1%	+20.77%	0
LPL Financial LLC	Decreased	30.9M(-4.0%)	$946.8M	0.3%	+31.94%	0
MORGAN STANLEY	Increased	26.3M(+1.9%)	$808M	0.0%	+25.64%	32
Cetera Investment Advisers	Decreased	24.2M(-30.1%)	$742M	0.8%	+22.30%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	17.3M(+6.8%)	$531.1M	0.1%	+31.06%	40
RAYMOND JAMES FINANCIAL INC	Increased	17.2M(+10.7%)	$527.1M	0.2%	+21.25%	42
UBS Group AG	Increased	14.6M(+3.5%)	$449M	0.1%	+33.95%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	13.7M(-2.3%)	$421.4M	0.3%	+31.55%	0
WAWealthspire Advisors, LLC	Decreased	13.3M(-1.7%)	$408.4M	3.2%	+27.91%	0
Wealthfront Advisers LLC	Decreased	12.8M(-0.6%)	$392.9M	0.9%	+39.30%	0
OSAIC HOLDINGS, INC.	Increased	9.6M(+3.9%)	$293.1M	0.4%	+31.57%	38
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	9.4M(-5.6%)	$289.8M	0.4%	+32.83%	0
WELLS FARGO & COMPANY/MN	Decreased	9.3M(-8.9%)	$285.3M	0.1%	+29.34%	0
ROYAL BANK OF CANADA	Increased	8.7M(+8.3%)	$265.6M	0.0%	+21.50%	33
AMERIPRISE FINANCIAL INC	Decreased	7.9M(-8.2%)	$242.2M	0.1%	+34.05%	0
Mariner, LLC	Increased	7.6M(+10.3%)	$233.4M	0.3%	+29.71%	40
CIBC WORLD MARKET INC.	Decreased	6.2M(-12.3%)	$188.9M	0.3%	+20.46%	0
MML INVESTORS SERVICES, LLC	Decreased	5.4M(-14.8%)	$164.7M	0.5%	+29.92%	0
HighTower Advisors, LLC	Decreased	5.1M(-5.1%)	$157.5M	0.2%	+31.98%	0