SCHWAB STRATEGIC TR

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SCHP·808524870·US·ETF

SCHP (SCHWAB STRATEGIC TR) is held by 113 institutional investors as of Q2 2026. Largest holders: Empower Advisory Group, LLC ($1.5B), Wealthfront Advisers LLC ($935.3M), JPMORGAN CHASE & CO ($741.5M). Net institutional sentiment: Mixed.

113

Holders

(19 Elite)

$6.4B

Total Value

61% (114)

Consensus

69 buying - 45 selling

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

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)51

Activist (13D/13G)85

Congressional (STOCK Act)42

Holder Quality

65

★★★★★

Elite

13

★★★★

Strong

73

★★★

Solid

31

★★

Below

30

★

Weak

Held by 113 funds

19 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (113)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Empower Advisory Group, LLC	Increased	56.7M(+6.7%)	$1.5B	3.6%	+5.28%	63
Wealthfront Advisers LLC	Increased	35.3M(+3.1%)	$935.3M	1.8%	+3.86%	52
JPMORGAN CHASE & CO	Increased	27.9M(+116.3%)	$741.5M	0.0%	-1.55%	51
SEI INVESTMENTS CO	Increased	13.7M(+5.5%)	$362.2M	0.3%	+7.56%	39
MAI Capital Management	Increased	11.5M(+1002x)	$305.8M	1.1%	-2.07%	79
Cerity Partners LLC	Increased	10.6M(+8.0%)	$280.4M	0.3%	+4.66%	40
ALLIANCEBERNSTEIN L.P.	Decreased	9.3M(-1.5%)	$247.1M	0.1%	+1.23%	0
VOYA INVESTMENT MANAGEMENT LLC	Increased	8.8M(+2.5%)	$233.2M	0.2%	+9.49%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	6.3M(+5.0%)	$166.8M	0.0%	+5.13%	32
UBS Group AG	Decreased	5.3M(-10.8%)	$140.8M	0.0%	+6.19%	0
MORGAN STANLEY	Increased	5.1M(+17.7%)	$134.3M	0.0%	+2.91%	35
US BANCORP \DE\	Decreased	3.7M(-6.5%)	$98.4M	0.1%	+0.14%	0
Beacon Pointe Advisors, LLC	Decreased	3.7M(-0.9%)	$96.8M	0.4%	-0.63%	0
BANK OF AMERICA CORP /DE/	Decreased	3.6M(-68.2%)	$95.4M	0.0%	+0.71%	0
AMERIPRISE FINANCIAL INC	Increased	3.4M(+6.1%)	$90.7M	0.0%	+4.03%	32
STATE STREET CORP	Increased	3M(+3.5%)	$78.4M	0.0%	+4.60%	31
Bank of New York Mellon Corp	Increased	2.4M(+0.3%)	$64.4M	0.0%	+4.70%	30
ASSETMARK, INC	Decreased	2.1M(-22.9%)	$54.9M	0.1%	+3.20%	0
IWIntegrated Wealth Concepts LLC	Increased	2M(+11.9%)	$52.1M	0.3%	+0.59%	39
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.9M(+12.5%)	$50M	0.1%	+7.13%	33

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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