SCHWAB STRATEGIC TR

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SCHR·808524854·US·etf·Unknown - Unknown

INT-TRM U.S TRES

SCHR (SCHWAB STRATEGIC TR) is held by 85 institutional investors as of Q1 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6.2B), ROYAL BANK OF CANADA ($431.8M), AMERIPRISE FINANCIAL INC ($333.3M). Net institutional sentiment: Mixed.

85

Holders

Avg rating(14 Elite)

$8.5B

Total Value

67% (90)

Fund Consensus

58 buying - 29 selling

Smart Money Verdict

View all

66Positive Momentum (Unconfirmed)Single Source

Institutional (13F)66

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

14

★★★★★

Elite

31

★★★★

Strong

29

★★★

Solid

15

★★

Below

1

★

Weak

Held by 85 funds

14 elite

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

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

Positions (85)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	249.5M(+4.7%)	$6.2B	0.9%	+4.64%	47
ROYAL BANK OF CANADA	Increased	17.3M(+1.5%)	$431.8M	0.1%	+4.03%	32
AMERIPRISE FINANCIAL INC	Decreased	13.4M(-3.4%)	$333.3M	0.1%	+4.98%	0
STIFEL FINANCIAL CORP	Increased	7.6M(+5.1%)	$189.9M	0.2%	+4.34%	38
BANK OF AMERICA CORP /DE/	Increased	6.2M(+19.7%)	$154.2M	0.0%	+1.98%	36
JPMORGAN CHASE & CO	Increased	6M(+14.9%)	$148.6M	0.0%	+3.50%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	4.6M(+36.0%)	$115.8M	0.0%	+1.57%	39
EXCHANGE TRADED CONCEPTS, LLC	Increased	4.2M(+4.7%)	$105M	0.7%	-0.59%	44
STATE STREET CORP	Unchanged	2.9M	$72.2M	0.0%	+6.03%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.6M(-3.6%)	$64.2M	0.1%	+4.98%	0
LPL Financial LLC	Increased	2.1M(+11.7%)	$52.9M	0.0%	+2.13%	33
Cerity Partners LLC	Decreased	1.9M(-21.9%)	$48M	0.1%	+0.19%	0
Empowered Funds, LLC	Increased	1.9M(+35.9%)	$48M	0.3%	-0.88%	45
MORGAN STANLEY	Increased	1.8M(+3.6%)	$45.1M	0.0%	+3.06%	30
DAVENPORT & Co LLC	Increased	1.5M(+12.0%)	$37.5M	0.2%	+2.48%	39
Baird Financial Group, Inc.	Increased	1.4M(+6.6%)	$36M	0.1%	+3.13%	31
WELLS FARGO & COMPANY/MN	Increased	1.4M(+24.3%)	$35.7M	0.0%	+1.81%	35
Cetera Investment Advisers	Increased	1.2M(+25.7%)	$28.7M	0.0%	+2.30%	35
JONES FINANCIAL COMPANIES LLLP	Increased	924,447(+28.8%)	$22.9M	0.0%	+0.91%	36
Creative Planning	Decreased	910,129(-15.3%)	$22.7M	0.0%	+7.37%	0

Showing 1-20 of 90

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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