SCHWAB STRATEGIC TR (SCHR) is held by 86 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC as of Q1 2026.

Are institutions buying or selling SCHR?

In Q1 2026, 58 institutions opened or increased positions in SCHWAB STRATEGIC TR while 29 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHR?

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 SCHR?

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

Is institutional money flowing into SCHR?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 58 buyers versus 29 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHR·808524854·US·ETF·Unknown - Unknown

Holders

(12 Elite)

$8.5B

Total Value

67% (87)

Consensus

58 buying - 29 selling

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

Smart Money Verdict

View all

Held by 86 funds

12 elite

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	249.5M(+4.7%)	$6.2B	0.9%	+4.51%	47
ROYAL BANK OF CANADA	Increased	17.3M(+1.5%)	$431.8M	0.1%	+3.90%	32
AMERIPRISE FINANCIAL INC	Decreased	13.4M(-3.4%)	$333.3M	0.1%	+4.85%	0
STIFEL FINANCIAL CORP	Increased	7.6M(+5.1%)	$189.9M	0.2%	+4.21%	38
BANK OF AMERICA CORP /DE/	Increased	6.2M(+19.7%)	$154.2M	0.0%	+1.85%	36
JPMORGAN CHASE & CO	Increased	6M(+14.9%)	$148.6M	0.0%	+3.38%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	4.6M(+36.0%)	$115.8M	0.0%	+1.45%	39
EXCHANGE TRADED CONCEPTS, LLC	Increased	4.2M(+4.7%)	$105M	0.7%	-0.71%	44
STATE STREET CORP	Unchanged	2.9M	$72.2M	0.0%	+5.90%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.6M(-3.6%)	$64.2M	0.1%	+4.85%	0
LPL Financial LLC	Increased	2.1M(+11.7%)	$52.9M	0.0%	+2.00%	33
Cerity Partners LLC	Decreased	1.9M(-21.9%)	$48M	0.1%	+0.06%	0
Empowered Funds, LLC	Increased	1.9M(+35.9%)	$48M	0.3%	-1.00%	45
MORGAN STANLEY	Increased	1.8M(+3.6%)	$45.1M	0.0%	+2.93%	30
DAVENPORT & Co LLC	Increased	1.5M(+12.0%)	$37.5M	0.2%	+2.35%	39
Baird Financial Group, Inc.	Increased	1.4M(+6.6%)	$36M	0.1%	+3.00%	31
WELLS FARGO & COMPANY/MN	Increased	1.4M(+24.3%)	$35.7M	0.0%	+1.68%	35
Cetera Investment Advisers	Increased	1.2M(+25.7%)	$28.7M	0.0%	+2.18%	35
JONES FINANCIAL COMPANIES LLLP	Increased	924,447(+28.8%)	$22.9M	0.0%	+0.79%	36
Creative Planning	Decreased	910,129(-15.3%)	$22.7M	0.0%	+7.24%	0