SCHWAB STRATEGIC TR

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SCHD·808524797·US·ETF

SCHD (SCHWAB STRATEGIC TR) is held by 153 institutional investors as of Q2 2026. Largest holders: Rakuten Investment Management, Inc. ($1.5B), BANK OF AMERICA CORP /DE/ ($1.1B), LPL Financial LLC ($1.1B). Net institutional sentiment: Mixed.

153

Holders

(21 Elite)

$13.9B

Total Value

66% (148)

Consensus

97 buying - 51 selling

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

Smart Money Verdict

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Institutional (13F)66

Insider (Form 4)46

Activist (13D/13G)43

Congressional (STOCK Act)64

Holder Quality

29

★★★★★

Elite

65

★★★★

Strong

37

★★★

Solid

75

★★

Below

18

★

Weak

Held by 153 funds

21 elite

Who's Trading

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

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

Top Holders

Top Holders (153)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Rakuten Investment Management, Inc.	Decreased	47.1M(-43.3%)	$1.5B	4.3%	+20.35%	0
BANK OF AMERICA CORP /DE/	Increased	36M(+16.5%)	$1.1B	0.1%	+30.32%	37
LPL Financial LLC	Increased	33.5M(+8.5%)	$1.1B	0.2%	+58.08%	41
MORGAN STANLEY	Increased	27.9M(+5.9%)	$884.2M	0.0%	+38.92%	34
Cetera Investment Advisers	Increased	25.5M(+5.4%)	$808.2M	0.7%	+31.72%	47
RAYMOND JAMES FINANCIAL INC	Increased	18.1M(+5.2%)	$572.9M	0.2%	+29.36%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	17.7M(+2.0%)	$560.2M	0.1%	+64.12%	38
UBS Group AG	Decreased	14.3M(-2.5%)	$452.6M	0.1%	+76.73%	0
WAWealthspire Advisors, LLC	Increased	13.6M(+2.0%)	$430.4M	2.4%	+49.34%	55
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	13.4M(-2.5%)	$424.9M	0.2%	+63.08%	0
Wealthfront Advisers LLC	Decreased	12.6M(-1.5%)	$400.2M	0.8%	+100.24%	0
ROYAL BANK OF CANADA	Increased	11M(+27.2%)	$349.1M	0.1%	+41.30%	39
OSAIC HOLDINGS, INC.	Increased	10.9M(+13.8%)	$344.7M	0.4%	+53.87%	42
WELLS FARGO & COMPANY/MN	Increased	10.2M(+9.6%)	$323.1M	0.1%	+55.44%	34
COMMONWEALTH EQUITY SERVICES, LLC	Increased	9.6M(+1.7%)	$304.6M	0.4%	+66.61%	38
AMERIPRISE FINANCIAL INC	Increased	8.2M(+3.7%)	$259.7M	0.1%	+70.09%	32
Mariner, LLC	Decreased	7M(-8.3%)	$221.1M	0.2%	+62.58%	0
MML INVESTORS SERVICES, LLC	Increased	6.8M(+25.7%)	$214M	0.4%	+43.97%	45
CIBC WORLD MARKET INC.	Increased	6.2M(+1.2%)	$197.7M	0.3%	+29.09%	37
HighTower Advisors, LLC	Increased	5.2M(+1.8%)	$165.7M	0.2%	+63.89%	37

Showing 1-20 of 157

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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