SCHI (SCHWAB STRATEGIC TR) is held by 68 institutional investors as of Q1 2026. Largest holders: CAPTRUST FINANCIAL ADVISORS ($193.4M), ENVESTNET ASSET MANAGEMENT INC ($163.5M), RAYMOND JAMES FINANCIAL INC ($62.6M). Net institutional sentiment: Mixed.
68
Holders
Avg rating(15 Elite)
$630.9M
Total Value
52% (75)
Fund Consensus
37 buying - 34 selling
Smart Money Verdict59Mixed MomentumSingle Source
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See how SCHI's score breaks down across 4 SEC sources
Held by 68 funds
15 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 8.5M(+8.8%) | $193.4M | 0.3% | +3.54% | 40 | |
Decreased | 7.2M(-1.3%) | $163.5M | 0.0% | +9.18% | 0 | |
Increased | 2.8M(+9.5%) | $62.6M | 0.0% | +5.92% | 32 | |
Increased | 1.6M(+28.3%) | $36.3M | 0.0% | -0.24% | 36 | |
Increased | 1.1M(+1.0%) | $24.9M | 0.0% | +7.20% | 29 | |
Decreased | 1M(-5.0%) | $23.1M | 0.0% | +7.28% | 0 | |
Increased | 819,086(+273.6%) | $18.5M | 0.0% | -0.08% | 46 | |
Increased | 550,093(+1.1%) | $12.5M | 0.0% | +4.63% | 28 | |
Decreased | 497,421(-5.7%) | $11.3M | 0.0% | +4.05% | 0 | |
New | 372,691 | $8.5M | 0.0% | -2.52% | 38 | |
New | 312,029 | $7.1M | 0.0% | -2.52% | 38 | |
Increased | 282,903(+9.5%) | $6.4M | 0.0% | +5.69% | 30 | |
Decreased | 234,932(-3.0%) | $5.3M | 0.0% | +9.27% | 0 | |
Decreased | 218,744(-44.4%) | $5M | 0.0% | +1.14% | 0 | |
Decreased | 206,001(-33.9%) | $4.7M | 0.0% | +4.86% | 0 | |
Decreased | 179,346(-37.1%) | $4.1M | 0.0% | +4.41% | 0 | |
Increased | 136,928(+0.5%) | $3.1M | 0.0% | -1.94% | 26 | |
Decreased | 132,950(-4.2%) | $3M | 0.0% | +6.58% | 0 | |
Decreased | 128,380(-4.9%) | $2.9M | 0.0% | +0.42% | 0 | |
Increased | 123,529(+52.9%) | $2.8M | 0.0% | +4.00% | 37 |
