SCHWAB STRATEGIC TR

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SCHX·808524201·US·ETF

SCHX (SCHWAB STRATEGIC TR) is held by 131 institutional investors as of Q2 2026. Largest holders: US BANCORP \DE\ ($5.1B), Creative Planning ($2.4B), MONETA GROUP INVESTMENT ADVISORS LLC ($1.1B). Net institutional sentiment: Mixed.

131

Holders

(23 Elite)

$18.5B

Total Value

55% (131)

Consensus

72 buying - 59 selling

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

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)53

Activist (13D/13G)33

Congressional (STOCK Act)45

Holder Quality

41

★★★★★

Elite

53

★★★★

Strong

49

★★★

Solid

87

★★

Below

70

★

Weak

Held by 131 funds

23 elite

Who's Trading

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

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

Top Holders

Top Holders (131)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
US BANCORP \DE\	Increased	172.2M(+18.7%)	$5.1B	5.5%	+28.07%	73
Creative Planning	Decreased	81.5M(-0.9%)	$2.4B	1.4%	+120.02%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	38.7M(+3.6%)	$1.1B	8.4%	+40.60%	64
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	37.8M(+8.7%)	$1.1B	0.6%	+50.80%	49
SEI INVESTMENTS CO	Decreased	32.3M(-0.7%)	$950.6M	0.8%	+175.27%	0
CAPTRUST FINANCIAL ADVISORS	Increased	20.4M(+0.9%)	$599.3M	0.9%	+39.62%	45
Cerity Partners LLC	Decreased	18.5M(-3.5%)	$544.6M	0.7%	+61.01%	0
HighTower Advisors, LLC	Decreased	14M(-0.4%)	$410.6M	0.4%	+76.58%	0
JTJupiter Topco LLC	First report	12.8M	$376.2M	0.2%	+1.94%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	11.2M(+2.0%)	$334M	0.6%	+82.36%	45
BANK OF AMERICA CORP /DE/	Increased	10.4M(+3.5%)	$306.9M	0.0%	+50.58%	32
Mariner, LLC	Decreased	10.3M(-0.7%)	$303.5M	0.3%	+158.61%	0
UBS Group AG	Increased	10M(+4.5%)	$293.7M	0.0%	+24.23%	32
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	9.7M(-2.6%)	$284.7M	0.4%	+51.77%	0
MORGAN STANLEY	Increased	8.8M(+2.8%)	$260.4M	0.0%	+30.96%	32
LPL Financial LLC	Increased	8.6M(+13.6%)	$252M	0.1%	+78.37%	35
Beacon Pointe Advisors, LLC	Increased	7.8M(+0.6%)	$229.9M	1.1%	+70.40%	48
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	7.3M(-1.7%)	$215.8M	1.6%	+14.86%	0
ASSETMARK, INC	Increased	6.6M(+1.7%)	$195M	0.3%	+64.65%	37
Corient Private Wealth LP	Decreased	6M(-10.4%)	$177.3M	0.2%	+51.45%	0

Showing 1-20 of 135

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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