SCHWAB STRATEGIC TR

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SCHK·808524722·US·etf·Unknown - Unknown

1000 INDEX ETF

SCHK (SCHWAB STRATEGIC TR) is held by 68 institutional investors as of Q1 2026. Largest holders: Financial Engines Advisors L.L.C. ($1.4B), Creative Planning ($122.2M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($108.1M). Net institutional sentiment: Mixed.

68

Holders

Avg rating(15 Elite)

$1.7B

Total Value

59% (75)

Fund Consensus

40 buying - 28 selling

Smart Money Verdict

View all

50Mixed MomentumSingle Source

Institutional (13F)50

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how SCHK's score breaks down across 4 SEC sources

Holder Quality

15

★★★★★

Elite

27

★★★★

Strong

21

★★★

Solid

11

★★

Below

1

★

Weak

Held by 68 funds

15 elite

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

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

Positions (68)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	43.6M(-0.1%)	$1.4B	2.8%	+55.17%	0
Creative Planning	Increased	3.9M(+24.4%)	$122.2M	0.1%	+20.44%	37
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	3.5M(-0.8%)	$108.1M	0.0%	+10.07%	0
FWFocus Partners Wealth	Increased	477,541(+0.1%)	$15M	0.0%	+40.14%	28
Mariner, LLC	Increased	449,173(+43.2%)	$14.1M	0.0%	+29.37%	38
LPL Financial LLC	Increased	246,307(+4.3%)	$7.7M	0.0%	+24.47%	29
BANK OF AMERICA CORP /DE/	Decreased	173,740(-2.5%)	$5.4M	0.0%	+20.45%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	135,910(+235.3%)	$4.3M	0.0%	+13.10%	43
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	124,315(-15.0%)	$3.9M	0.0%	+22.42%	0
Cerity Partners LLC	Decreased	116,867(-1.2%)	$3.7M	0.0%	+34.63%	0
MAI Capital Management	Increased	109,549(+0.3%)	$3.4M	0.0%	+34.12%	26
US BANCORP \DE\	Decreased	106,137(-2.6%)	$3.3M	0.0%	+40.33%	0
MORGAN STANLEY	Increased	87,526(+2.2%)	$2.7M	0.0%	+29.58%	27
FMR LLC	Increased	86,223(+5.2%)	$2.7M	0.0%	+24.61%	28
CAPTRUST FINANCIAL ADVISORS	Increased	79,672(+1.2%)	$2.5M	0.0%	+33.18%	26
Cetera Investment Advisers	Increased	78,284(+1.9%)	$2.5M	0.0%	+37.53%	27
Aptus Capital Advisors, LLC	Decreased	76,590(-4.1%)	$2.4M	0.0%	+38.30%	0
MML INVESTORS SERVICES, LLC	Decreased	67,556(-3.6%)	$2.1M	0.0%	+67.94%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	54,083(+31.3%)	$1.7M	0.0%	+35.43%	33
JPMORGAN CHASE & CO	Increased	50,954(+222.0%)	$1.6M	0.0%	+12.81%	41

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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