SCHWAB STRATEGIC TR

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SCHG·808524300·US·ETF·Unknown - Unknown

SCHG (SCHWAB STRATEGIC TR) is held by 132 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($1.9B), SEI INVESTMENTS CO ($1.4B), MATHER GROUP, LLC. ($1.3B). Net institutional sentiment: Mixed. In Q1 2026, 1 member of Congress and 78 funds bought SCHG.

132

Holders

(19 Elite)

$16.1B

Total Value

61% (127)

Consensus

78 buying - 49 selling

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

Smart Money Verdict

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Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 132 funds

19 elite

Who's Trading

CongressMarjorie Taylor GreeneBuy $1,001 - $15,000Apr 24, 2024

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Top Holders

Top Holders (132)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	64.5M(+0.2%)	$1.9B	0.5%	+28.75%	45
SEI INVESTMENTS CO	Increased	47.6M(+7.6%)	$1.4B	1.3%	+33.32%	54
MAMATHER GROUP, LLC.	Increased	43.5M(+4.1%)	$1.3B	12.6%	+36.14%	65
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	43.5M(+15.3%)	$1.3B	0.2%	+17.90%	44
LPL Financial LLC	Increased	37.3M(+9.1%)	$1.1B	0.3%	+24.94%	42
Financial Engines Advisors L.L.C.	Increased	34.1M(+0.4%)	$993.5M	2.0%	+42.48%	55
Mariner, LLC	Decreased	19.8M(-1.6%)	$575.7M	0.7%	+33.17%	0
OSAIC HOLDINGS, INC.	Decreased	18.2M(-0.4%)	$530.1M	0.8%	+37.86%	0
Cetera Investment Advisers	Increased	18M(+5.9%)	$523M	0.6%	+20.20%	47
VANTAGEPOINT INVESTMENT ADVISERS LLC	Unchanged	17.1M	$497.2M	4.2%	+8.90%	0
AMERIPRISE FINANCIAL INC	Decreased	16.4M(-6.7%)	$478.6M	0.1%	+30.52%	0
RAYMOND JAMES FINANCIAL INC	Increased	15.8M(+6.3%)	$461M	0.1%	+22.59%	40
FWFocus Partners Wealth	Increased	12.1M(+84.0%)	$354M	0.4%	+10.17%	57
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	10.1M(-4.0%)	$295.6M	0.2%	+27.89%	0
BANK OF AMERICA CORP /DE/	Increased	10M(+17.1%)	$291.5M	0.0%	+21.70%	36
MORGAN STANLEY	Increased	9.3M(+5.5%)	$271M	0.0%	+25.40%	33
MML INVESTORS SERVICES, LLC	Decreased	9.1M(-22.7%)	$264.2M	0.7%	+24.36%	0
HighTower Advisors, LLC	Increased	8.6M(+3.0%)	$251.2M	0.3%	+34.43%	38
WELLS FARGO & COMPANY/MN	Increased	8.6M(+27.0%)	$251M	0.0%	+18.02%	38
JPMORGAN CHASE & CO	Decreased	7.9M(-6.4%)	$222.1M	0.0%	+23.02%	0

Showing 1-20 of 134

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

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