SCHWAB STRATEGIC TR (SCHZ) is held by 83 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is JPMORGAN CHASE & CO as of Q1 2026.

Are institutions buying or selling SCHZ?

In Q1 2026, 56 institutions opened or increased positions in SCHWAB STRATEGIC TR while 27 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHZ?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SCHWAB STRATEGIC TR.

How many hedge funds hold SCHZ?

83 institutional investors report holding SCHWAB STRATEGIC TR (SCHZ) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SCHZ?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 56 buyers versus 27 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHZ·808524839·US·ETF·Unknown - Unknown

Holders

Avg rating(21 Elite)

$1.6B

Total Value

67% (86)

Fund Consensus

56 buying - 27 selling

No verdict yet — fewer than 2 funds hold SCHZ.

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

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