SCHWAB STRATEGIC TR

Watch

Share

SCHY·808524672·US·etf·Unknown - Unknown

INTERNL DIVID

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.

49

Holders

Avg rating(12 Elite)

$256.7M

Total Value

73% (52)

Fund Consensus

37 buying - 14 selling

Smart Money Verdict

View all

64Mixed MomentumSingle Source

Institutional (13F)64

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how SCHY's score breaks down across 4 SEC sources

Holder Quality

12

★★★★★

Elite

17

★★★★

Strong

15

★★★

Solid

8

★★

Below

0

★

Weak

Held by 49 funds

12 elite

No recent insider, activist, or congressional trades found for this stock

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%	+35.40%	0
OSAIC HOLDINGS, INC.	Decreased	581,839(-0.5%)	$18.4M	0.0%	+36.06%	0
JANE STREET GROUP, LLC	Decreased	489,154(-18.5%)	$15.5M	0.0%	+8.64%	0
LPL Financial LLC	Increased	466,610(+35.3%)	$14.8M	0.0%	+20.45%	36
HighTower Advisors, LLC	Increased	438,488(+7.1%)	$13.9M	0.0%	+28.19%	30
BANK OF AMERICA CORP /DE/	Increased	416,216(+1.4%)	$13.2M	0.0%	+26.36%	28
STIFEL FINANCIAL CORP	Increased	179,729(+41.0%)	$5.7M	0.0%	+31.60%	36
COMMONWEALTH EQUITY SERVICES, LLC	Increased	163,564(+22.6%)	$5.2M	0.0%	+22.83%	33
WAWaverly Advisors, LLC	Increased	148,830(+20.3%)	$4.7M	0.0%	+24.69%	32
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	139,827(+107.8%)	$4.4M	0.0%	+2.44%	43
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	129,779(+10.8%)	$4.1M	0.0%	+40.55%	30
MAI Capital Management	Increased	128,668(+1.8%)	$4.1M	0.0%	+46.77%	27
Sequoia Financial Advisors, LLC	Decreased	115,758(-18.4%)	$3.7M	0.0%	+16.11%	0
ROYAL BANK OF CANADA	Increased	110,226(+39.7%)	$3.5M	0.0%	+16.82%	35
IWIntegrated Wealth Concepts LLC	Decreased	106,366(-2.4%)	$3.4M	0.0%	+52.06%	0
Pathstone Holdings, LLC	Unchanged	103,110	$3.3M	0.0%	+41.22%	0
JPMORGAN CHASE & CO	Increased	77,289(+1323.6%)	$2.4M	0.0%	-0.31%	42
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	73,271(-18.9%)	$2.3M	0.0%	+39.03%	0
Farther Finance Advisors, LLC	Increased	62,429(+2.1%)	$2M	0.0%	+14.22%	26
Mariner, LLC	Increased	62,209(+12.3%)	$2M	0.0%	+25.45%	29

Showing 1-20 of 52

Per page:

1 / 3

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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