SCHWAB STRATEGIC TR (SCHM) is held by 115 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 SCHM?

In Q1 2026, 62 institutions opened or increased positions in SCHWAB STRATEGIC TR while 57 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHM?

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 SCHM?

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

Is institutional money flowing into SCHM?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 62 buyers versus 57 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHM·808524508·US·ETF·Unknown - Unknown

115

Holders

(19 Elite)

$5.2B

Total Value

52% (119)

Consensus

62 buying - 57 selling

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

Smart Money Verdict

View all

Held by 115 funds

19 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	56.8M(-2.0%)	$1.8B	3.6%	+43.75%	0
Creative Planning	Decreased	29.4M(-3.3%)	$911.2M	0.6%	+48.44%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	11.6M(+6.5%)	$360.3M	0.2%	+36.02%	40
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	11.3M(+5.6%)	$348.9M	2.6%	+34.50%	56
HighTower Advisors, LLC	Decreased	6.8M(-2.0%)	$210.8M	0.2%	+41.91%	0
Cerity Partners LLC	Increased	5.5M(+1.3%)	$170.9M	0.2%	+35.59%	37
JONES FINANCIAL COMPANIES LLLP	Increased	4.8M(+37.1%)	$145.5M	0.1%	+23.83%	40
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	3.4M(-40.5%)	$107.3M	0.2%	+41.88%	0
Mariner, LLC	Increased	2.7M(+23.7%)	$84.5M	0.1%	+35.96%	36
UBS Group AG	Increased	2.3M(+141.3%)	$71.1M	0.0%	+23.33%	48
LPL Financial LLC	Increased	1.9M(+0.4%)	$59.7M	0.0%	+40.95%	29
RAYMOND JAMES FINANCIAL INC	Increased	1.8M(+0.3%)	$56.5M	0.0%	+31.33%	29
WAWaverly Advisors, LLC	Decreased	1.7M(-2.2%)	$52.7M	0.4%	+37.05%	0
MORGAN STANLEY	Decreased	1.7M(-6.6%)	$52.4M	0.0%	+30.40%	0
Beacon Pointe Advisors, LLC	Increased	1.5M(+7.8%)	$45.9M	0.2%	+39.43%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	1.4M(+104.7%)	$43.8M	0.0%	+23.00%	47
CAPTRUST FINANCIAL ADVISORS	Decreased	1.4M(-0.6%)	$43.4M	0.1%	+38.54%	0
Cetera Investment Advisers	Increased	1.3M(+9.5%)	$39.8M	0.0%	+24.71%	32
AMERIPRISE FINANCIAL INC	Decreased	1.2M(-15.0%)	$38.5M	0.0%	+44.95%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.2M(+61.5%)	$36.7M	0.0%	+16.23%	42