SCHWAB STRATEGIC TR (SCHQ) is held by 44 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q1 2026.

Are institutions buying or selling SCHQ?

In Q1 2026, 16 institutions opened or increased positions in SCHWAB STRATEGIC TR while 29 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on SCHQ?

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 SCHQ?

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

Is institutional money flowing into SCHQ?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 16 buyers versus 29 sellers — net outflows.

SCHWAB STRATEGIC TR

SCHQ·808524680·US·ETF·Unknown - Unknown

Holders

Avg rating(12 Elite)

$344.2M

Total Value

36% (48)

Fund Consensus

16 buying - 29 selling

No verdict yet — fewer than 2 funds hold SCHQ.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	4M(-34.1%)	$125.4M	0.0%	-2.80%	0
LPL Financial LLC	Decreased	1.4M(-28.6%)	$42.8M	0.0%	-2.86%	0
MAMirae Asset Global Investments Co., Ltd.	Decreased	977,627(-23.8%)	$30.7M	0.0%	-1.79%	0
MML INVESTORS SERVICES, LLC	Decreased	976,422(-40.7%)	$30.7M	0.1%	-2.83%	0
Tidal Investments LLC	Increased	676,157(+113.1%)	$21.2M	0.0%	-3.61%	46
WELLS FARGO & COMPANY/MN	Increased	469,286(+38.9%)	$14.7M	0.0%	-3.97%	37
JPMORGAN CHASE & CO	Decreased	419,782(-30.3%)	$13.2M	0.0%	-1.72%	0
Cetera Investment Advisers	Decreased	372,644(-25.0%)	$11.7M	0.0%	-2.67%	0
MORGAN STANLEY	Decreased	312,529(-34.1%)	$9.8M	0.0%	-1.21%	0
Bank of New York Mellon Corp	Increased	285,707(+102.5%)	$9M	0.0%	-3.83%	44
AMERIPRISE FINANCIAL INC	Increased	160,810(+1.1%)	$5.1M	0.0%	-1.74%	27
ROYAL BANK OF CANADA	Decreased	150,316(-1.8%)	$4.7M	0.0%	+1.76%	0
GOLDMAN SACHS GROUP INC	Decreased	118,727(-57.5%)	$3.7M	0.0%	-2.04%	0
Envestnet Portfolio Solutions, Inc.	Decreased	90,524(-28.7%)	$2.8M	0.0%	-2.56%	0
BANK OF AMERICA CORP /DE/	Decreased	77,508(-5.4%)	$2.4M	0.0%	+1.39%	0
BANK OF NOVA SCOTIA	Unchanged	68,200	$2.1M	0.0%	-3.43%	0
Sequoia Financial Advisors, LLC	Decreased	62,304(-25.6%)	$2M	0.0%	-2.44%	0
Sanctuary Advisors, LLC	Decreased	57,655(-19.7%)	$1.8M	0.0%	-2.60%	0
WAWaverly Advisors, LLC	Decreased	55,220(-11.2%)	$1.7M	0.0%	-0.39%	0
RAYMOND JAMES FINANCIAL INC	Increased	53,745(+16.9%)	$1.7M	0.0%	+0.65%	30