SCHWAB STRATEGIC TR (SCHK) is held by 69 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Financial Engines Advisors L.L.C. as of Q1 2026.

Are institutions buying or selling SCHK?

In Q1 2026, 40 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 SCHK?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SCHWAB STRATEGIC TR.

How many hedge funds hold SCHK?

69 institutional investors report holding SCHWAB STRATEGIC TR (SCHK) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SCHK?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 40 buyers versus 28 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHK·808524722·US·ETF·Unknown - Unknown

Holders

(13 Elite)

$1.7B

Total Value

59% (68)

Consensus

40 buying - 28 selling

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

Smart Money Verdict

View all

Held by 69 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	43.6M(-0.1%)	$1.4B	2.8%	+59.15%	0
Creative Planning	Increased	3.9M(+24.4%)	$122.2M	0.1%	+23.53%	37
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	3.5M(-0.8%)	$108.1M	0.0%	+12.90%	0
FWFocus Partners Wealth	Increased	477,541(+0.1%)	$15M	0.0%	+43.74%	28
Mariner, LLC	Increased	449,173(+43.2%)	$14.1M	0.0%	+32.68%	38
LPL Financial LLC	Increased	246,307(+4.3%)	$7.7M	0.0%	+27.66%	29
BANK OF AMERICA CORP /DE/	Decreased	173,740(-2.5%)	$5.4M	0.0%	+23.54%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	135,910(+235.3%)	$4.3M	0.0%	+16.00%	43
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	124,315(-15.0%)	$3.9M	0.0%	+25.56%	0
Cerity Partners LLC	Decreased	116,867(-1.2%)	$3.7M	0.0%	+38.08%	0
MAI Capital Management	Increased	109,549(+0.3%)	$3.4M	0.0%	+37.56%	26
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	106,137(-2.6%)	$3.3M	0.0%	+43.93%	0
MORGAN STANLEY	Increased	87,526(+2.2%)	$2.7M	0.0%	+32.90%	27
FMR LLC	Increased	86,223(+5.2%)	$2.7M	0.0%	+27.81%	28
CAPTRUST FINANCIAL ADVISORS	Increased	79,672(+1.2%)	$2.5M	0.0%	+36.60%	26
Cetera Investment Advisers	Increased	78,284(+1.9%)	$2.5M	0.0%	+41.06%	27
Aptus Capital Advisors, LLC	Decreased	76,590(-4.1%)	$2.4M	0.0%	+41.85%	0
MML INVESTORS SERVICES, LLC	Decreased	67,556(-3.6%)	$2.1M	0.0%	+72.25%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	54,083(+31.3%)	$1.7M	0.0%	+38.90%	33
JPMORGAN CHASE & CO	Increased	50,954(+222.0%)	$1.6M	0.0%	+15.71%	41