SCHWAB STRATEGIC TR

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SCMB·808524649·US·ETF

SCMB (SCHWAB STRATEGIC TR) is held by 54 institutional investors as of Q2 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($1.9B), BANK OF AMERICA CORP /DE/ ($602.5M), JONES FINANCIAL COMPANIES LLLP ($89.6M). Net institutional sentiment: Bullish.

54

Holders

(9 Elite)

$2.8B

Total Value

68% (56)

Consensus

38 buying - 18 selling

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

Smart Money Verdict

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Institutional (13F)35

Insider (Form 4)43

Activist (13D/13G)52

Congressional (STOCK Act)25

Holder Quality

52

★★★★★

Elite

58

★★★★

Strong

60

★★★

Solid

18

★★

Below

43

★

Weak

Held by 54 funds

9 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (54)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	74.9M(+12.9%)	$1.9B	0.3%	+0.10%	43
BANK OF AMERICA CORP /DE/	Increased	23.3M(+6.3%)	$602.5M	0.0%	-2.48%	34
JONES FINANCIAL COMPANIES LLLP	Increased	3.5M(+16.8%)	$89.6M	0.0%	-0.92%	35
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	903,490(+15.8%)	$23.4M	0.1%	-0.71%	39
ENVESTNET ASSET MANAGEMENT INC	Increased	860,999(+18.5%)	$22.2M	0.0%	-2.15%	34
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	385,679(+17.5%)	$9.9M	0.0%	+2.55%	32
Quantinno Capital Management LP	Increased	306,190(+1.8%)	$7.9M	0.0%	-2.01%	28
RWA WEALTH PARTNERS, LLC	Increased	279,549(+16.3%)	$7.2M	0.1%	-0.40%	32
RENAISSANCE TECHNOLOGIES LLC	Increased	276,100(+593.7%)	$7.1M	0.0%	-4.89%	44
CITADEL ADVISORS LLC	Increased	221,635(+956.6%)	$5.7M	0.0%	-4.36%	44
JPMORGAN CHASE & CO	Increased	216,721(+56.5%)	$5.6M	0.0%	-2.28%	38
MML INVESTORS SERVICES, LLC	Decreased	176,935(-37.1%)	$4.6M	0.0%	-0.91%	0
WAWaverly Advisors, LLC	Increased	153,858(+6.7%)	$4M	0.0%	-2.81%	29
RAYMOND JAMES FINANCIAL INC	Increased	148,808(+68.4%)	$3.8M	0.0%	-3.44%	39
LPL Financial LLC	Increased	147,243(+247.7%)	$3.8M	0.0%	-4.11%	43
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	135,900(-0.0%)	$3.5M	0.0%	-3.07%	0
Mariner, LLC	Increased	116,462(+84.4%)	$3M	0.0%	-3.28%	41
CAPTRUST FINANCIAL ADVISORS	Increased	114,711(+41.7%)	$3M	0.0%	-1.37%	35
GOLDMAN SACHS GROUP INC	New	100,000	$2.6M	0.0%	-4.56%	36
OSAIC HOLDINGS, INC.	Increased	85,248(+60.7%)	$2.2M	0.0%	-1.86%	37

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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