SCHWAB STRATEGIC TR (SCHX) is held by 130 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is US BANCORP \DE\ as of Q1 2026.

Are institutions buying or selling SCHX?

In Q1 2026, 70 institutions opened or increased positions in SCHWAB STRATEGIC TR while 57 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHX?

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 SCHX?

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

Is institutional money flowing into SCHX?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 70 buyers versus 57 sellers — net inflows.

Are Congress members and hedge funds both buying SCHX?

Yes — in the latest quarter, 2 members of Congress and 70 institutional investors bought SCHWAB STRATEGIC TR. HoldingsIntel cross-checks STOCK Act disclosures against 13F filings to surface these overlaps.

SCHWAB STRATEGIC TR

SCHX·808524201·US·ETF·Unknown - Unknown

130

Holders

(22 Elite)

$15.1B

Total Value

55% (127)

Consensus

70 buying - 57 selling

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

Smart Money Verdict

View all

Held by 130 funds

22 elite

Who's Trading

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 24, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 23, 2025

CongressCWChristopher A WrightBuy $250,001 - $500,000Apr 22, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 21, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 17, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 16, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 15, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 14, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 11, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 10, 2025

View all congressional trades

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	145.1M(-27.9%)	$3.7B	4.5%	+30.54%	0
Creative Planning	Decreased	82.3M(-1.8%)	$2.1B	1.4%	+46.62%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	37.4M(+4.3%)	$958.1M	7.2%	+38.91%	65
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	34.8M(+12.3%)	$892.5M	0.5%	+32.06%	50
SEI INVESTMENTS CO	Increased	32.5M(+5.0%)	$834M	0.8%	+47.82%	47
CAPTRUST FINANCIAL ADVISORS	Increased	20.2M(+3.4%)	$517.5M	0.9%	+34.31%	46
Cerity Partners LLC	Increased	19.2M(+1.0%)	$491.9M	0.7%	+37.58%	44
HighTower Advisors, LLC	Decreased	14M(-1.0%)	$359.1M	0.4%	+41.16%	0
Janus Henderson Group Ltd.	Decreased	12.3M(-0.7%)	$316.1M	0.2%	+41.31%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	11M(-42.3%)	$284.7M	0.6%	+40.95%	0
Mariner, LLC	Increased	10.4M(+1.4%)	$266.2M	0.3%	+45.19%	37
BANK OF AMERICA CORP /DE/	Increased	10.1M(+11.7%)	$258.4M	0.0%	+24.87%	34
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	9.9M(-4.4%)	$254.6M	0.4%	+48.61%	0
UBS Group AG	Increased	9.5M(+672.2%)	$244.8M	0.0%	+14.49%	50
MORGAN STANLEY	Increased	8.6M(+43.3%)	$220.7M	0.0%	+24.13%	41
Beacon Pointe Advisors, LLC	Increased	7.8M(+20.2%)	$199.2M	1.1%	+34.72%	57
LPL Financial LLC	Decreased	7.5M(-2.1%)	$193.3M	0.1%	+40.16%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	7.5M(-1.8%)	$191.2M	1.6%	+13.55%	0
ASSETMARK, INC	Increased	6.5M(+0.0%)	$167.1M	0.3%	+37.22%	36
Corient Private Wealth LLC	Increased	6.7M(+67.0%)	$165M	0.2%	+21.83%	53