SCHWAB STRATEGIC TR

Watch

Share

SCHE·808524706·US·ETF·Unknown - Unknown

SCHE (SCHWAB STRATEGIC TR) is held by 109 institutional investors as of Q1 2026. Largest holders: Creative Planning ($716.9M), Financial Engines Advisors L.L.C. ($512.1M), HighTower Advisors, LLC ($312.2M). Net institutional sentiment: Mixed.

109

Holders

(28 Elite)

$3.2B

Total Value

58% (109)

Consensus

63 buying - 46 selling

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

No verdict yet — fewer than 2 funds hold SCHE.

Top Holders (109)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Increased	21.8M(+15.1%)	$716.9M	0.5%	+64.72%	43
Financial Engines Advisors L.L.C.	Decreased	15.5M(-4.1%)	$512.1M	1.0%	+70.55%	0
HighTower Advisors, LLC	Decreased	9.5M(-1.9%)	$312.2M	0.3%	+45.19%	0
Rakuten Investment Management, Inc.	Increased	4.5M(+100.0%)	$149.2M	0.3%	+24.24%	58
US BANCORP \DE\	Decreased	3.6M(-44.3%)	$120.1M	0.1%	+23.53%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	3.4M(-2.7%)	$111.1M	0.1%	+42.74%	0
MORGAN STANLEY	Increased	2.4M(+4.6%)	$80.2M	0.0%	+38.38%	31
MAMATHER GROUP, LLC.	Decreased	2.1M(-0.7%)	$68.6M	0.7%	+55.88%	0
JONES FINANCIAL COMPANIES LLLP	Increased	2.1M(+26.8%)	$68.1M	0.0%	+36.54%	37
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	1.9M(+1.1%)	$63.1M	0.5%	+48.85%	36
Sanctuary Advisors, LLC	Increased	1.9M(+1.9%)	$62.9M	0.3%	+27.03%	36
JPMORGAN CHASE & CO	Decreased	1.7M(-0.5%)	$54.9M	0.0%	+26.95%	0
FMR LLC	Decreased	1.6M(-1.0%)	$51.6M	0.0%	+40.12%	0
Mariner, LLC	Increased	1.5M(+2.5%)	$50.3M	0.1%	+49.11%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	1.5M(+210.6%)	$50.2M	0.0%	+18.97%	47
Corient Private Wealth LLC	Increased	1.5M(+1.5%)	$49.2M	0.1%	+36.47%	30
WELLS FARGO & COMPANY/MN	Increased	1.5M(+2.7%)	$48.8M	0.0%	+48.50%	30
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.4M(-2.7%)	$47.7M	0.1%	+46.78%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	1.3M(-42.4%)	$42.3M	0.1%	+57.55%	0
WAWealthspire Advisors, LLC	Increased	1.3M(+24.6%)	$41.4M	0.3%	+34.36%	43

Showing 1-20 of 114

Per page:

1 / 6