SCHWAB STRATEGIC TR (SCHI) is held by 71 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CAPTRUST FINANCIAL ADVISORS as of Q2 2026.

Are institutions buying or selling SCHI?

In Q2 2026, 45 institutions opened or increased positions in SCHWAB STRATEGIC TR while 28 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHI?

HoldingsIntel scores SCHWAB STRATEGIC TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for SCHI. In Q2 2026, the institutional leg showed net inflows: 45 buying versus 28 selling.

How many hedge funds hold SCHI?

71 institutional investors report holding SCHWAB STRATEGIC TR (SCHI) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into SCHI?

As of Q2 2026, tracked institutions in SCHWAB STRATEGIC TR show 45 buyers versus 28 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHI·808524698·US·ETF

Holders

(11 Elite)

$640.3M

Total Value

62% (73)

Consensus

45 buying - 28 selling

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

Smart Money Verdict

View all

Held by 71 funds

11 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

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

Checking access…

	Action
CAPTRUST FINANCIAL ADVISORS	Increased	8.8M(+2.8%)	$198.5M	0.3%	+2.09%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	7.2M(+0.4%)	$163.8M	0.0%	+9.75%	30
RAYMOND JAMES FINANCIAL INC	Decreased	2.5M(-9.7%)	$56.4M	0.0%	+4.96%	0
AMERIPRISE FINANCIAL INC	Decreased	1.3M(-18.8%)	$29.5M	0.0%	-0.85%	0
ROYAL BANK OF CANADA	Increased	1.2M(+13.8%)	$28.3M	0.0%	+2.60%	33
CITADEL ADVISORS LLC	Increased	1M(+223.3%)	$22.8M	0.0%	-3.23%	46
BANK OF AMERICA CORP /DE/	Decreased	859,621(-15.8%)	$19.5M	0.0%	+6.23%	0
STIFEL FINANCIAL CORP	Increased	559,090(+1.6%)	$12.7M	0.0%	+3.55%	28
LPL Financial LLC	Increased	521,044(+4.8%)	$11.8M	0.0%	+2.91%	29
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	438,376	$9.9M	0.0%	-3.55%	38
Cetera Investment Advisers	Increased	428,440(+51.4%)	$9.7M	0.0%	+2.33%	38
Kestra Advisory Services, LLC	Increased	305,466(+476.2%)	$6.9M	0.0%	-3.33%	44
TRUIST FINANCIAL CORP	Increased	237,072(+0.9%)	$5.4M	0.0%	+9.75%	27
JPMORGAN CHASE & CO	Decreased	226,820(-72.3%)	$5.2M	0.0%	-1.32%	0
Mariner, LLC	Increased	206,595(+0.3%)	$4.7M	0.0%	+4.56%	27
WAWealthspire Advisors, LLC	Increased	179,763(+31.3%)	$4.1M	0.0%	-3.85%	34
BLAIR WILLIAM & CO/IL	Decreased	178,300(-18.5%)	$4M	0.0%	-0.10%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	151,731(+58.1%)	$3.4M	0.0%	-1.41%	38
HighTower Advisors, LLC	Increased	142,982(+7.5%)	$3.2M	0.0%	+5.33%	28
MML INVESTORS SERVICES, LLC	Increased	125,541(+50.2%)	$2.8M	0.0%	-1.94%	36

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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

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