SCHWAB STRATEGIC TR

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SCHY·808524672·US·ETF

SCHY (SCHWAB STRATEGIC TR) is held by 56 institutional investors as of Q2 2026. Largest holders: Cresset Asset Management, LLC ($117.6M), OSAIC HOLDINGS, INC. ($19.5M), LPL Financial LLC ($17.6M). Net institutional sentiment: Bullish.

56

Holders

(7 Elite)

$280.4M

Total Value

69% (58)

Consensus

40 buying - 18 selling

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

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)69

Activist (13D/13G)25

Congressional (STOCK Act)51

Holder Quality

56

★★★★★

Elite

86

★★★★

Strong

64

★★★

Solid

22

★★

Below

23

★

Weak

Held by 56 funds

7 elite

Who's Trading

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

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

Top Holders

Top Holders (56)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cresset Asset Management, LLC	Increased	3.7M(+4.8%)	$117.6M	0.4%	+35.54%	38
OSAIC HOLDINGS, INC.	Increased	614,098(+5.5%)	$19.5M	0.0%	+36.19%	30
LPL Financial LLC	Increased	554,125(+18.8%)	$17.6M	0.0%	+19.13%	33
HighTower Advisors, LLC	Decreased	436,215(-0.5%)	$13.8M	0.0%	+30.68%	0
BANK OF AMERICA CORP /DE/	Increased	417,980(+0.4%)	$13.3M	0.0%	+33.48%	28
TD Waterhouse Canada Inc.	New	316,645	$9.4M	0.0%	+2.80%	38
Nuveen, LLC	New	223,899	$7.1M	0.0%	+2.80%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	220,757(+354.5%)	$7M	0.0%	+4.60%	44
COMMONWEALTH EQUITY SERVICES, LLC	Increased	185,716(+13.5%)	$5.9M	0.0%	+22.04%	31
WAWaverly Advisors, LLC	Increased	157,475(+5.8%)	$5M	0.0%	+25.48%	29
STIFEL FINANCIAL CORP	Decreased	153,526(-14.6%)	$4.9M	0.0%	+34.15%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	133,004(+2.5%)	$4.2M	0.0%	+41.92%	27
MML INVESTORS SERVICES, LLC	Increased	130,589(+111.3%)	$4.1M	0.0%	+12.84%	43
JPMORGAN CHASE & CO	Increased	122,016(+57.9%)	$3.9M	0.0%	+4.26%	38
MAI Capital Management	Decreased	112,936(-12.2%)	$3.6M	0.0%	+49.61%	0
ROYAL BANK OF CANADA	Increased	111,548(+1.2%)	$3.5M	0.0%	+21.82%	27
Pathstone Holdings, LLC	Unchanged	103,110	$3.3M	0.0%	+43.95%	0
Cetera Investment Advisers	Increased	99,599(+96.2%)	$3.2M	0.0%	+8.63%	42
IWIntegrated Wealth Concepts LLC	Decreased	99,156(-6.8%)	$3.1M	0.0%	+27.77%	0
RAYMOND JAMES FINANCIAL INC	Increased	88,850(+109.0%)	$2.8M	0.0%	+9.95%	42

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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