SCHWAB STRATEGIC TR

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SCHK·808524722·US·ETF

SCHK institutional ownership changes in Q2 2026: 39 institutions opened or added positions, 31 trimmed or exited. SCHK (SCHWAB STRATEGIC TR) is held by 74 institutional investors as of Q2 2026. Top institutional shareholders: Financial Engines Advisors L.L.C. ($1.5B), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($174.4M), Creative Planning ($138.9M). Net institutional sentiment: Mixed.

74

Holders

(15 Elite)

$1.9B

Total Value

56% (70)

Consensus

39 buying - 31 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 74 funds

15 elite

Who's Trading

Source dates: Price Oct 26, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (74)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	41.9M(-3.9%)	$1.5B	2.7%	+89.53%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	4.8M(+40.2%)	$174.4M	0.0%	+10.50%	40
Creative Planning	Decreased	3.9M(-1.2%)	$138.9M	0.1%	+26.05%	0
FWFocus Partners Wealth	Increased	573,808(+20.2%)	$20.7M	0.0%	+48.04%	34
Mariner, LLC	Increased	450,207(+0.2%)	$16.2M	0.0%	+46.23%	28
LPL Financial LLC	Increased	247,609(+0.5%)	$8.9M	0.0%	+34.43%	28
Cerity Partners LLC	Increased	185,500(+58.7%)	$6.7M	0.0%	+28.50%	39
BANK OF AMERICA CORP /DE/	Decreased	158,842(-8.6%)	$5.7M	0.0%	+58.29%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	116,778(-6.1%)	$4.3M	0.0%	+26.64%	0
MAI Capital Management	Increased	109,552	$4M	0.0%	+48.35%	27
US BANCORP \DE\	Decreased	105,150(-0.9%)	$3.8M	0.0%	+62.57%	0
CAPTRUST FINANCIAL ADVISORS	Increased	88,333(+10.9%)	$3.2M	0.0%	+40.82%	29
MORGAN STANLEY	Decreased	87,022(-0.6%)	$3.1M	0.0%	+40.00%	0
FMR LLC	Decreased	85,404(-0.9%)	$3.1M	0.0%	+40.56%	0
Cetera Investment Advisers	Increased	81,847(+4.5%)	$3M	0.0%	+54.74%	28
Aptus Capital Advisors, LLC	Increased	77,113(+0.7%)	$2.8M	0.0%	+60.12%	26
MML INVESTORS SERVICES, LLC	Increased	69,794(+3.3%)	$2.5M	0.0%	+149.78%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	58,554(+8.3%)	$2.1M	0.0%	+52.83%	28
BlackRock, Inc.	Increased	54,381(+70.1%)	$2M	0.0%	+9.87%	26
RENAISSANCE TECHNOLOGIES LLC	New	49,000	$1.8M	0.0%	+1.58%	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