SCHWAB STRATEGIC TR

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SCHY·808524672·US·ETF·Unknown - Unknown

SCHY (SCHWAB STRATEGIC TR) is held by 49 institutional investors as of Q1 2026. Largest holders: Cresset Asset Management, LLC ($112M), OSAIC HOLDINGS, INC. ($18.4M), JANE STREET GROUP, LLC ($15.5M). Net institutional sentiment: Bullish.

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

Positions (49)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cresset Asset Management, LLC	Decreased	3.5M(-0.7%)	$112M	0.5%	+35.74%	0
OSAIC HOLDINGS, INC.	Decreased	581,839(-0.5%)	$18.4M	0.0%	+36.40%	0
JANE STREET GROUP, LLC	Decreased	489,154(-18.5%)	$15.5M	0.0%	+8.91%	0
LPL Financial LLC	Increased	466,610(+35.3%)	$14.8M	0.0%	+20.75%	36
HighTower Advisors, LLC	Increased	438,488(+7.1%)	$13.9M	0.0%	+28.51%	30
BANK OF AMERICA CORP /DE/	Increased	416,216(+1.4%)	$13.2M	0.0%	+26.67%	28
STIFEL FINANCIAL CORP	Increased	179,729(+41.0%)	$5.7M	0.0%	+31.93%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	163,564(+22.6%)	$5.2M	0.0%	+23.14%	33
WAWaverly Advisors, LLC	Increased	148,830(+20.3%)	$4.7M	0.0%	+25.01%	32
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	139,827(+107.8%)	$4.4M	0.0%	+2.70%	43
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	129,779(+10.8%)	$4.1M	0.0%	+40.90%	30
MAI Capital Management	Increased	128,668(+1.8%)	$4.1M	0.0%	+47.14%	27
Sequoia Financial Advisors, LLC	Decreased	115,758(-18.4%)	$3.7M	0.0%	+16.40%	0
ROYAL BANK OF CANADA	Increased	110,226(+39.7%)	$3.5M	0.0%	+17.12%	35
IWIntegrated Wealth Concepts LLC	Decreased	106,366(-2.4%)	$3.4M	0.0%	+52.44%	0
Pathstone Holdings, LLC	Unchanged	103,110	$3.3M	0.0%	+41.57%	0
JPMORGAN CHASE & CO	Increased	77,289(+1323.6%)	$2.4M	0.0%	-0.06%	42
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	73,271(-18.9%)	$2.3M	0.0%	+39.38%	0
Farther Finance Advisors, LLC	Increased	62,429(+2.1%)	$2M	0.0%	+14.51%	26
Mariner, LLC	Increased	62,209(+12.3%)	$2M	0.0%	+25.77%	29

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