SCHWAB STRATEGIC TR

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SCHV·808524409·US·ETF

SCHV (SCHWAB STRATEGIC TR) is held by 110 institutional investors as of Q2 2026. Largest holders: Financial Engines Advisors L.L.C. ($1.6B), SEI INVESTMENTS CO ($1.6B), ENVESTNET ASSET MANAGEMENT INC ($451.2M). Net institutional sentiment: Mixed.

110

Holders

(18 Elite)

$7.2B

Total Value

57% (111)

Consensus

63 buying - 48 selling

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

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)82

Activist (13D/13G)45

Congressional (STOCK Act)29

Holder Quality

11

★★★★★

Elite

35

★★★★

Strong

19

★★★

Solid

57

★★

Below

84

★

Weak

Held by 110 funds

18 elite

Who's Trading

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

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

Top Holders

Top Holders (110)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	46.5M(-4.0%)	$1.6B	2.9%	+121.94%	0
SEI INVESTMENTS CO	Increased	45M(+0.6%)	$1.6B	1.4%	+54.62%	50
ENVESTNET ASSET MANAGEMENT INC	Decreased	13M(-29.1%)	$451.2M	0.1%	+53.38%	0
MAMATHER GROUP, LLC.	Decreased	10.1M(-71.4%)	$351.5M	3.1%	+76.64%	0
Mariner, LLC	Decreased	9.1M(-0.3%)	$318.3M	0.3%	+81.78%	0
OSAIC HOLDINGS, INC.	Decreased	8.9M(-21.0%)	$310.3M	0.4%	+94.85%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	7.8M(-3.7%)	$269.9M	2.0%	+19.08%	0
Savant Capital, LLC	Increased	6.4M(+105.1%)	$208.7M	0.6%	+25.96%	70
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	5.3M(+4.5%)	$184.2M	1.4%	+32.58%	50
Beacon Pointe Advisors, LLC	Increased	3.9M(+1.2%)	$136.4M	0.6%	+25.34%	43
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	3.7M(-2.2%)	$128.2M	0.2%	+92.34%	0
LPL Financial LLC	Increased	3.7M(+10.9%)	$127.9M	0.0%	+66.92%	33
Cetera Investment Advisers	Increased	3.6M(+0.8%)	$124.3M	0.1%	+27.79%	36
MORGAN STANLEY	Decreased	2.8M(-8.4%)	$96.8M	0.0%	+36.76%	0
AMERIPRISE FINANCIAL INC	Increased	2.7M(+3.6%)	$94.2M	0.0%	+39.30%	31
UBS Group AG	Decreased	2.7M(-0.9%)	$94M	0.0%	+59.01%	0
HighTower Advisors, LLC	Decreased	2.6M(-1.2%)	$91.4M	0.1%	+40.58%	0
EXCHANGE TRADED CONCEPTS, LLC	Increased	2.4M(+14.5%)	$83.6M	0.4%	+18.39%	41
BANK OF AMERICA CORP /DE/	Increased	1.9M(+1.6%)	$66.9M	0.0%	+54.42%	30
Creative Planning	Decreased	1.8M(-4.3%)	$63.9M	0.0%	+27.73%	0

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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