SCHWAB STRATEGIC TR

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SCHK·808524722·US·ETF·Unknown - Unknown

SCHK (SCHWAB STRATEGIC TR) is held by 72 institutional investors as of Q2 2026. Largest holders: Financial Engines Advisors L.L.C. ($1.5B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($174.4M), Creative Planning ($138.9M). Net institutional sentiment: Mixed.

72

Holders

(14 Elite)

$1.9B

Total Value

57% (68)

Consensus

39 buying - 29 selling

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

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)32

Activist (13D/13G)60

Congressional (STOCK Act)61

Holder Quality

54

★★★★★

Elite

40

★★★★

Strong

62

★★★

Solid

20

★★

Below

25

★

Weak

Held by 72 funds

14 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (72)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	41.9M(-3.9%)	$1.5B	2.7%	+62.17%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	4.8M(+40.2%)	$174.4M	0.0%	+11.26%	40
Creative Planning	Decreased	3.9M(-1.2%)	$138.9M	0.1%	+25.87%	0
FWFocus Partners Wealth	Increased	573,808(+20.2%)	$20.7M	0.0%	+31.19%	34
Mariner, LLC	Increased	450,207(+0.2%)	$16.2M	0.0%	+35.10%	28
LPL Financial LLC	Increased	247,609(+0.5%)	$8.9M	0.0%	+29.90%	28
Cerity Partners LLC	Increased	185,500(+58.7%)	$6.7M	0.0%	+23.84%	39
BANK OF AMERICA CORP /DE/	Decreased	158,842(-8.6%)	$5.7M	0.0%	+25.88%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	116,778(-6.1%)	$4.3M	0.0%	+27.94%	0
MAI Capital Management	Increased	109,552	$4M	0.0%	+40.17%	27
US BANCORP \DE\	Decreased	105,150(-0.9%)	$3.8M	0.0%	+46.65%	0
CAPTRUST FINANCIAL ADVISORS	Increased	88,333(+10.9%)	$3.2M	0.0%	+34.53%	29
MORGAN STANLEY	Decreased	87,022(-0.6%)	$3.1M	0.0%	+35.42%	0
FMR LLC	Decreased	85,404(-0.9%)	$3.1M	0.0%	+30.23%	0
Cetera Investment Advisers	Increased	81,847(+4.5%)	$3M	0.0%	+41.29%	28
Aptus Capital Advisors, LLC	Increased	77,113(+0.7%)	$2.8M	0.0%	+44.14%	26
MML INVESTORS SERVICES, LLC	Increased	69,794(+3.3%)	$2.5M	0.0%	+71.63%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	58,554(+8.3%)	$2.1M	0.0%	+37.58%	28
BlackRock, Inc.	Increased	54,381(+70.1%)	$2M	0.0%	+9.18%	26
RENAISSANCE TECHNOLOGIES LLC	New	49,000	$1.8M	0.0%	+2.86%	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