SCHWAB STRATEGIC TR

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SCHM·808524508·US·ETF

SCHM (SCHWAB STRATEGIC TR) is held by 115 institutional investors as of Q2 2026. Largest holders: Financial Engines Advisors L.L.C. ($1.9B), Creative Planning ($1.1B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($463.4M). Net institutional sentiment: Mixed.

115

Holders

(19 Elite)

$6.2B

Total Value

61% (114)

Consensus

70 buying - 44 selling

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

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)64

Activist (13D/13G)44

Congressional (STOCK Act)77

Holder Quality

20

★★★★★

Elite

42

★★★★

Strong

28

★★★

Solid

66

★★

Below

11

★

Weak

Held by 115 funds

19 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (115)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	51.8M(-8.9%)	$1.9B	3.4%	+56.61%	0
Creative Planning	Decreased	29M(-1.4%)	$1.1B	0.6%	+92.47%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	12.6M(+8.0%)	$463.4M	0.2%	+40.14%	40
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	11.8M(+4.4%)	$433.9M	3.2%	+27.72%	60
JONES FINANCIAL COMPANIES LLLP	Increased	7.3M(+53.4%)	$266.2M	0.1%	+10.95%	52
HighTower Advisors, LLC	Decreased	6.1M(-9.7%)	$226.7M	0.2%	+62.34%	0
Cerity Partners LLC	Increased	5.7M(+4.0%)	$198.5M	0.2%	+36.16%	38
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	3.3M(-3.0%)	$118.7M	0.2%	+74.56%	0
Savant Capital, LLC	Increased	3.2M(+574.5%)	$114.6M	0.3%	-2.38%	58
Mariner, LLC	Decreased	2.6M(-3.7%)	$96.9M	0.1%	+55.11%	0
UBS Group AG	Decreased	2.3M(-0.5%)	$84.3M	0.0%	+32.39%	0
LPL Financial LLC	Increased	2M(+4.7%)	$74.4M	0.0%	+59.35%	31
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+1.9%)	$68.6M	0.0%	+24.62%	30
WAWaverly Advisors, LLC	Decreased	1.7M(-0.2%)	$62.7M	0.4%	+31.75%	0
MORGAN STANLEY	Decreased	1.6M(-2.6%)	$60.8M	0.0%	+26.96%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.6M(+38.2%)	$60.4M	0.0%	+6.82%	39
ENVESTNET ASSET MANAGEMENT INC	Increased	1.6M(+9.9%)	$57.2M	0.0%	+23.73%	32
Beacon Pointe Advisors, LLC	Increased	1.5M(+0.1%)	$54.7M	0.3%	+56.91%	35
CAPTRUST FINANCIAL ADVISORS	Increased	1.4M(+1.3%)	$52.4M	0.1%	+37.69%	30
Cetera Investment Advisers	Increased	1.4M(+10.4%)	$52.3M	0.0%	+17.88%	32

Showing 1-20 of 121

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SCHMSCHWAB STRATEGIC TR

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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