SCHWAB STRATEGIC TR

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SGVT·808524581·US·ETF

SGVT (SCHWAB STRATEGIC TR) is held by 23 institutional investors as of Q2 2026. Largest holders: Savant Capital, LLC ($17.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($4.3M), JANE STREET GROUP, LLC ($1.9M). Net institutional sentiment: Mixed.

23

Holders

(2 Elite)

$33.2M

Total Value

65% (23)

Consensus

15 buying - 8 selling

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

Smart Money Verdict

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Institutional (13F)30

Insider (Form 4)37

Activist (13D/13G)78

Congressional (STOCK Act)25

Holder Quality

39

★★★★★

Elite

23

★★★★

Strong

47

★★★

Solid

85

★★

Below

24

★

Weak

Held by 23 funds

2 elite

Who's Trading

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

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

Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Savant Capital, LLC	Increased	176,019(+111.3%)	$17.7M	0.1%	+1.38%	46
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	43,059(+37.2%)	$4.3M	0.0%	+1.05%	35
JANE STREET GROUP, LLC	Decreased	18,833(-11.6%)	$1.9M	0.0%	+2.10%	0
Mariner, LLC	New	14,734	$1.5M	0.0%	+0.44%	35
Farther Finance Advisors, LLC	New	12,871	$1.3M	0.0%	0.00%	35
EP Wealth Advisors, LLC	New	9,482	$955,217	0.0%	+0.44%	35
GOLDMAN SACHS GROUP INC	Decreased	8,336(-81.0%)	$839,769	0.0%	+1.28%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	7,144(+35.6%)	$719,687	0.0%	+1.33%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	6,085	$612,121	0.0%	+0.44%	34
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	6,011(+0.8%)	$605,499	0.0%	+1.83%	25
Beacon Pointe Advisors, LLC	Decreased	4,900(-61.4%)	$493,647	0.0%	+1.84%	0
Creative Planning	New	4,349	$438,088	0.0%	+0.44%	33
Aptus Capital Advisors, LLC	Increased	4,306(+383.8%)	$433,786	0.0%	+0.61%	39
Sanctuary Advisors, LLC	Decreased	3,800(-62.5%)	$382,853	0.0%	+1.68%	0
OneDigital Investment Advisors LLC	New	3,371	$339,577	0.0%	+0.44%	33
HighTower Advisors, LLC	New	2,858	$287,915	0.0%	+0.44%	32
FWFocus Partners Wealth	Decreased	2,236(-77.0%)	$225,280	0.0%	+1.28%	0
JPMORGAN CHASE & CO	Increased	780(+29.6%)	$78,569	0.0%	+2.47%	18
OSAIC HOLDINGS, INC.	Increased	650(+3.5%)	$65,519	0.0%	+2.69%	22
UBS Group AG	New	100	$10,074	0.0%	+0.44%	26

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SGVTSCHWAB STRATEGIC TR

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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