SCHWAB STRATEGIC TR

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SCHZ·808524839·US·etf·Unknown - Unknown

US AGGREGATE B

SCHZ (SCHWAB STRATEGIC TR) is held by 82 institutional investors as of Q1 2026. Largest holders: JPMORGAN CHASE & CO ($307.6M), AMERIPRISE FINANCIAL INC ($150.2M), Financial Engines Advisors L.L.C. ($125.7M). Net institutional sentiment: Mixed.

82

Holders

Avg rating(15 Elite)

$1.6B

Total Value

66% (86)

Fund Consensus

55 buying - 28 selling

Smart Money Verdict

View all

65Positive Momentum (Unconfirmed)Single Source

Institutional (13F)65

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

15

★★★★★

Elite

31

★★★★

Strong

24

★★★

Solid

14

★★

Below

2

★

Weak

Held by 82 funds

15 elite

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

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

Positions (82)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	13.3M(+5.5%)	$307.6M	0.0%	+4.61%	33
AMERIPRISE FINANCIAL INC	Increased	6.5M(+1.6%)	$150.2M	0.0%	+4.88%	31
Financial Engines Advisors L.L.C.	Increased	5.4M(+0.3%)	$125.7M	0.3%	+5.88%	36
HighTower Advisors, LLC	Increased	4.5M(+9.1%)	$104.3M	0.1%	+3.26%	39
ENVESTNET ASSET MANAGEMENT INC	Increased	3.3M(+41.7%)	$76.5M	0.0%	+2.11%	40
GOLDMAN SACHS GROUP INC	Decreased	3.1M(-16.5%)	$72.7M	0.0%	+4.19%	0
MORGAN STANLEY	Increased	2.3M(+129.3%)	$52.8M	0.0%	+0.52%	47
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	2.2M(-44.5%)	$50.9M	0.1%	+4.94%	0
Mariner, LLC	Increased	2.2M(+0.9%)	$50.1M	0.1%	+5.22%	29
JONES FINANCIAL COMPANIES LLLP	Increased	1.9M(+27.9%)	$43.7M	0.0%	+2.06%	36
Cerity Partners LLC	Increased	1.8M(+188.0%)	$41.6M	0.1%	-0.19%	47
Cetera Investment Advisers	Increased	1.8M(+7.0%)	$41.1M	0.0%	+1.51%	31
Vident Advisory, LLC	Increased	1.6M(+84.6%)	$38M	0.3%	+0.66%	54
OneDigital Investment Advisors LLC	Decreased	1.6M(-48.6%)	$37.2M	0.4%	+3.23%	0
BANK OF AMERICA CORP /DE/	Increased	1.2M(+5.6%)	$29M	0.0%	+4.74%	30
OSAIC HOLDINGS, INC.	Increased	1.2M(+8.3%)	$27.1M	0.0%	+0.46%	31
LPL Financial LLC	Increased	1.1M(+29.9%)	$25.4M	0.0%	+2.00%	36
Creative Planning	Decreased	928,751(-2.5%)	$21.6M	0.0%	+1.39%	0
Sanctuary Advisors, LLC	Increased	870,949(+3.8%)	$20.2M	0.1%	+4.60%	35
Savant Capital, LLC	Increased	845,884(+84.7%)	$19.6M	0.1%	+0.43%	44

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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