SCHWAB STRATEGIC TR

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SCHE·808524706·US·ETF

SCHE (SCHWAB STRATEGIC TR) is held by 108 institutional investors as of Q2 2026. Largest holders: Creative Planning ($764.6M), Financial Engines Advisors L.L.C. ($548.4M), HighTower Advisors, LLC ($343.6M). Net institutional sentiment: Mixed.

108

Holders

(17 Elite)

$3.4B

Total Value

56% (108)

Consensus

61 buying - 47 selling

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

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)62

Activist (13D/13G)39

Congressional (STOCK Act)74

Holder Quality

44

★★★★★

Elite

18

★★★★

Strong

52

★★★

Solid

10

★★

Below

67

★

Weak

Held by 108 funds

17 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (108)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	21.1M(-3.1%)	$764.6M	0.4%	+64.13%	0
Financial Engines Advisors L.L.C.	Decreased	15.1M(-2.7%)	$548.4M	1.0%	+69.21%	0
HighTower Advisors, LLC	Decreased	9.5M(-0.0%)	$343.6M	0.3%	+44.03%	0
US BANCORP \DE\	Decreased	3.4M(-6.3%)	$123.8M	0.1%	+22.34%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	3.2M(-5.8%)	$115.2M	0.1%	+41.75%	0
Rakuten Investment Management, Inc.	Decreased	2.9M(-34.4%)	$105.9M	0.3%	+24.56%	0
JONES FINANCIAL COMPANIES LLLP	Increased	2.4M(+11.6%)	$84.1M	0.0%	+31.01%	33
MORGAN STANLEY	Decreased	2.3M(-5.9%)	$83M	0.0%	+37.26%	0
MAMATHER GROUP, LLC.	Increased	2.1M(+1.8%)	$76.8M	0.7%	+53.49%	43
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	1.9M(+1.4%)	$70.4M	0.5%	+42.58%	42
Sanctuary Advisors, LLC	Decreased	1.8M(-7.7%)	$63.9M	0.3%	+26.16%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	1.6M(+2.7%)	$56.7M	0.0%	+19.07%	30
JPMORGAN CHASE & CO	Decreased	1.6M(-8.7%)	$56.5M	0.0%	+23.72%	0
FMR LLC	Decreased	1.5M(-1.1%)	$56.2M	0.0%	+58.95%	0
Mariner, LLC	Increased	1.5M(+1.0%)	$55.8M	0.1%	+47.93%	30
WELLS FARGO & COMPANY/MN	Increased	1.5M(+0.6%)	$54M	0.0%	+42.77%	29
Corient Private Wealth LP	Decreased	1.4M(-3.6%)	$52.5M	0.1%	+14.30%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.4M(-3.8%)	$50.5M	0.1%	+45.44%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.3M(+1.8%)	$47M	0.1%	+54.83%	30
WAWaverly Advisors, LLC	Decreased	1M(-2.4%)	$36.9M	0.2%	+22.17%	0

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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