SCHWAB STRATEGIC TR

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SCHZ·808524839·US·ETF

SCHZ (SCHWAB STRATEGIC TR) is held by 85 institutional investors as of Q2 2026. Largest holders: JPMORGAN CHASE & CO ($335M), AMERIPRISE FINANCIAL INC ($157.5M), Financial Engines Advisors L.L.C. ($131.4M). Net institutional sentiment: Mixed.

85

Holders

(13 Elite)

$1.6B

Total Value

64% (85)

Consensus

54 buying - 31 selling

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

Smart Money Verdict

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Institutional (13F)36

Insider (Form 4)85

Activist (13D/13G)78

Congressional (STOCK Act)61

Holder Quality

71

★★★★★

Elite

55

★★★★

Strong

79

★★★

Solid

37

★★

Below

56

★

Weak

Held by 85 funds

13 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (85)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	14.4M(+8.6%)	$335M	0.0%	+0.81%	34
AMERIPRISE FINANCIAL INC	Increased	6.8M(+5.3%)	$157.5M	0.0%	+3.56%	32
Financial Engines Advisors L.L.C.	Increased	5.7M(+4.9%)	$131.4M	0.2%	+5.57%	38
HighTower Advisors, LLC	Decreased	4.3M(-4.4%)	$99.3M	0.1%	+2.21%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	3.5M(+5.7%)	$80.6M	0.0%	+0.62%	31
GOLDMAN SACHS GROUP INC	Decreased	3.1M(-1.9%)	$71M	0.0%	+7.08%	0
JONES FINANCIAL COMPANIES LLLP	Increased	2.3M(+20.1%)	$52.9M	0.0%	+1.23%	35
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.2M(-1.0%)	$49.8M	0.1%	+4.48%	0
Mariner, LLC	Decreased	2.1M(-1.1%)	$49.3M	0.1%	+4.63%	0
Cerity Partners LLC	Increased	2.3M(+31.0%)	$45.8M	0.1%	-0.99%	37
Cetera Investment Advisers	Increased	1.9M(+5.4%)	$43.1M	0.0%	+0.82%	31
Savant Capital, LLC	Increased	1.7M(+99.6%)	$39.1M	0.1%	-1.46%	56
Vident Advisory, LLC	Increased	1.7M(+3.2%)	$39M	0.3%	+0.25%	36
OneDigital Investment Advisors LLC	Decreased	1.5M(-9.2%)	$33.7M	0.3%	+0.33%	0
BANK OF AMERICA CORP /DE/	Increased	1.4M(+11.6%)	$32.3M	0.0%	+6.15%	32
OSAIC HOLDINGS, INC.	Increased	1.2M(+7.0%)	$28.9M	0.0%	-0.68%	31
LPL Financial LLC	Increased	1.1M(+2.2%)	$25.9M	0.0%	+1.32%	29
MORGAN STANLEY	Decreased	1M(-55.9%)	$23.2M	0.0%	+0.51%	0
Creative Planning	Increased	976,364(+5.1%)	$22.6M	0.0%	+0.66%	30
Sanctuary Advisors, LLC	Increased	914,465(+5.0%)	$21.2M	0.1%	+1.05%	30

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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