SCHWAB STRATEGIC TR

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SCHQ·808524680·US·etf·Unknown - Unknown

LONG TERM US

SCHQ (SCHWAB STRATEGIC TR) is held by 44 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($125.4M), LPL Financial LLC ($42.8M), Mirae Asset Global Investments Co., Ltd. ($30.7M). Net institutional sentiment: Mixed.

44

Holders

Avg rating(8 Elite)

$344.2M

Total Value

36% (48)

Fund Consensus

16 buying - 29 selling

Smart Money Verdict

View all

41Weak MomentumSingle Source

Institutional (13F)41

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

8

★★★★★

Elite

16

★★★★

Strong

16

★★★

Solid

7

★★

Below

1

★

Weak

Held by 44 funds

8 elite

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

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

Positions (44)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	4M(-34.1%)	$125.4M	0.0%	-3.59%	0
LPL Financial LLC	Decreased	1.4M(-28.6%)	$42.8M	0.0%	-3.65%	0
MAMirae Asset Global Investments Co., Ltd.	Decreased	977,627(-23.8%)	$30.7M	0.0%	-2.59%	0
MML INVESTORS SERVICES, LLC	Decreased	976,422(-40.7%)	$30.7M	0.1%	-3.62%	0
Tidal Investments LLC	Increased	676,157(+113.1%)	$21.2M	0.0%	-4.39%	46
WELLS FARGO & COMPANY/MN	Increased	469,286(+38.9%)	$14.7M	0.0%	-4.75%	37
JPMORGAN CHASE & CO	Decreased	419,782(-30.3%)	$13.2M	0.0%	-2.52%	0
Cetera Investment Advisers	Decreased	372,644(-25.0%)	$11.7M	0.0%	-3.47%	0
MORGAN STANLEY	Decreased	312,529(-34.1%)	$9.8M	0.0%	-2.01%	0
Bank of New York Mellon Corp	Increased	285,707(+102.5%)	$9M	0.0%	-4.61%	44
AMERIPRISE FINANCIAL INC	Increased	160,810(+1.1%)	$5.1M	0.0%	-2.54%	27
ROYAL BANK OF CANADA	Decreased	150,316(-1.8%)	$4.7M	0.0%	+0.93%	0
GOLDMAN SACHS GROUP INC	Decreased	118,727(-57.5%)	$3.7M	0.0%	-2.84%	0
Envestnet Portfolio Solutions, Inc.	Decreased	90,524(-28.7%)	$2.8M	0.0%	-3.36%	0
BANK OF AMERICA CORP /DE/	Decreased	77,508(-5.4%)	$2.4M	0.0%	+0.56%	0
BANK OF NOVA SCOTIA	Unchanged	68,200	$2.1M	0.0%	-4.22%	0
Sequoia Financial Advisors, LLC	Decreased	62,304(-25.6%)	$2M	0.0%	-3.24%	0
Sanctuary Advisors, LLC	Decreased	57,655(-19.7%)	$1.8M	0.0%	-3.40%	0
WAWaverly Advisors, LLC	Decreased	55,220(-11.2%)	$1.7M	0.0%	-1.21%	0
RAYMOND JAMES FINANCIAL INC	Increased	53,745(+16.9%)	$1.7M	0.0%	-0.17%	30

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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