SCHWAB STRATEGIC TR

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SCHV·808524409·US·ETF·Unknown - Unknown

SCHV (SCHWAB STRATEGIC TR) is held by 106 institutional investors as of Q1 2026. Largest holders: Financial Engines Advisors L.L.C. ($1.5B), SEI INVESTMENTS CO ($1.4B), MATHER GROUP, LLC. ($1.1B). Net institutional sentiment: Mixed.

106

Holders

(19 Elite)

$7.2B

Total Value

56% (108)

Consensus

60 buying - 48 selling

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

Smart Money Verdict

View all

Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 106 funds

19 elite

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

Top Holders

Top Holders (106)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	48.4M(-4.6%)	$1.5B	3.0%	+57.06%	0
SEI INVESTMENTS CO	Decreased	44.8M(-2.2%)	$1.4B	1.3%	+39.94%	0
MAMATHER GROUP, LLC.	Increased	35.3M(+0.6%)	$1.1B	10.8%	+44.88%	62
ENVESTNET ASSET MANAGEMENT INC	Increased	18.3M(+10.1%)	$557.7M	0.1%	+38.06%	41
OSAIC HOLDINGS, INC.	Decreased	11.3M(-2.8%)	$343M	0.5%	+52.41%	0
Mariner, LLC	Increased	9.2M(+0.8%)	$279.8M	0.3%	+46.49%	37
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	8.1M(-5.4%)	$245.7M	2.1%	+19.09%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	5.1M(+7.3%)	$154.5M	1.2%	+33.58%	51
Beacon Pointe Advisors, LLC	Increased	3.9M(+234.3%)	$118.1M	0.6%	+17.10%	68
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	3.8M(-40.2%)	$117M	0.2%	+49.48%	0
Cetera Investment Advisers	Decreased	3.5M(-1.9%)	$108.1M	0.1%	+24.86%	0
LPL Financial LLC	Increased	3.3M(+1.9%)	$101M	0.0%	+46.21%	30
Savant Capital, LLC	Decreased	3.1M(-2.5%)	$94.8M	0.5%	+47.27%	0
MORGAN STANLEY	Increased	3M(+9.7%)	$92.6M	0.0%	+32.59%	33
UBS Group AG	Increased	2.7M(+10.0%)	$83.1M	0.0%	+38.55%	33
HighTower Advisors, LLC	Increased	2.7M(+0.0%)	$81.1M	0.1%	+35.74%	30
AMERIPRISE FINANCIAL INC	Decreased	2.6M(-6.4%)	$79.7M	0.0%	+29.72%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	2.1M(+3.1%)	$64M	0.5%	+21.89%	36
Creative Planning	Decreased	1.9M(-36.6%)	$58.5M	0.0%	+22.00%	0
BANK OF AMERICA CORP /DE/	Decreased	1.9M(-0.3%)	$57.7M	0.0%	+33.98%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer