SCHWAB STRATEGIC TR

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SCHR·808524854·US·ETF

SCHR (SCHWAB STRATEGIC TR) is held by 87 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6.5B), ROYAL BANK OF CANADA ($461.9M), AMERIPRISE FINANCIAL INC ($334M). Net institutional sentiment: Mixed.

87

Holders

(13 Elite)

$9.1B

Total Value

65% (88)

Consensus

57 buying - 31 selling

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

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)83

Activist (13D/13G)73

Congressional (STOCK Act)58

Holder Quality

15

★★★★★

Elite

31

★★★★

Strong

23

★★★

Solid

61

★★

Below

16

★

Weak

Held by 87 funds

13 elite

Who's Trading

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

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

Top Holders

Top Holders (87)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	263.4M(+5.6%)	$6.5B	0.9%	+4.53%	48
ROYAL BANK OF CANADA	Increased	18.7M(+8.1%)	$461.9M	0.1%	+3.93%	34
AMERIPRISE FINANCIAL INC	Increased	13.5M(+1.3%)	$334M	0.1%	+5.25%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	9.5M(+103.7%)	$233.5M	0.1%	-0.16%	50
STIFEL FINANCIAL CORP	Decreased	6.7M(-12.5%)	$164.4M	0.1%	+4.17%	0
JPMORGAN CHASE & CO	Increased	6.3M(+6.1%)	$156.8M	0.0%	+2.19%	32
ALLIANCEBERNSTEIN L.P.	New	5.8M	$144.5M	0.0%	-2.27%	42
BANK OF AMERICA CORP /DE/	Decreased	5.4M(-13.5%)	$132M	0.0%	+1.12%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	4.9M(+15.3%)	$119.9M	0.5%	-1.26%	49
LPL Financial LLC	Increased	3.9M(+85.0%)	$96.8M	0.0%	+0.62%	46
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	3M(+18.0%)	$74.7M	0.1%	+6.61%	42
Empowered Funds, LLC	Increased	2.9M(+48.0%)	$70.3M	0.4%	-1.95%	49
WELLS FARGO & COMPANY/MN	Increased	2.7M(+90.3%)	$67.2M	0.0%	+0.03%	47
Baird Financial Group, Inc.	Increased	1.7M(+18.6%)	$42.3M	0.1%	+2.17%	34
MORGAN STANLEY	Decreased	1.7M(-7.8%)	$41.2M	0.0%	+3.19%	0
DAVENPORT & Co LLC	Increased	1.6M(+8.8%)	$40.4M	0.2%	+4.02%	38
MML INVESTORS SERVICES, LLC	Increased	1.6M(+331.0%)	$40.1M	0.1%	-1.46%	47
Cerity Partners LLC	Decreased	1.6M(-19.6%)	$38.2M	0.0%	-0.13%	0
Cetera Investment Advisers	Increased	1.5M(+33.4%)	$37.9M	0.0%	+1.64%	37
JONES FINANCIAL COMPANIES LLLP	Increased	999,811(+8.2%)	$24.7M	0.0%	+0.89%	31

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SCHRSCHWAB STRATEGIC TR

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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