SCHM (SCHWAB STRATEGIC TR) is held by 114 institutional investors as of Q1 2026. Largest holders: Financial Engines Advisors L.L.C. ($1.8B), Creative Planning ($911.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($360.3M). Net institutional sentiment: Mixed.
114
Holders
Avg rating(20 Elite)
$5.2B
Total Value
53% (123)
Fund Consensus
62 buying - 56 selling
Smart Money Verdict63Mixed MomentumSingle Source
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See how SCHM's score breaks down across 4 SEC sources
Held by 114 funds
20 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Decreased | 56.8M(-2.0%) | $1.8B | 3.6% | +36.29% | 0 | |
Decreased | 29.4M(-3.3%) | $911.2M | 0.6% | +40.73% | 0 | |
Increased | 11.6M(+6.5%) | $360.3M | 0.2% | +28.96% | 40 | |
Increased | 11.3M(+5.6%) | $348.9M | 2.6% | +27.51% | 56 | |
Decreased | 6.8M(-2.0%) | $210.8M | 0.2% | +34.54% | 0 | |
Increased | 5.5M(+1.3%) | $170.9M | 0.2% | +28.55% | 37 | |
Increased | 4.8M(+37.1%) | $145.5M | 0.1% | +17.40% | 40 | |
Decreased | 3.4M(-40.5%) | $107.3M | 0.2% | +34.51% | 0 | |
Increased | 2.7M(+23.7%) | $84.5M | 0.1% | +28.90% | 36 | |
Increased | 2.3M(+141.3%) | $71.1M | 0.0% | +16.92% | 48 | |
Increased | 1.9M(+0.4%) | $59.7M | 0.0% | +33.63% | 29 | |
Increased | 1.8M(+0.3%) | $56.5M | 0.0% | +24.51% | 29 | |
Decreased | 1.7M(-2.2%) | $52.7M | 0.4% | +29.93% | 0 | |
Decreased | 1.7M(-6.6%) | $52.4M | 0.0% | +23.63% | 0 | |
Increased | 1.5M(+7.8%) | $45.9M | 0.2% | +32.19% | 38 | |
Increased | 1.4M(+104.7%) | $43.8M | 0.0% | +16.61% | 47 | |
Decreased | 1.4M(-0.6%) | $43.4M | 0.1% | +31.34% | 0 | |
Increased | 1.3M(+9.5%) | $39.8M | 0.0% | +18.23% | 32 | |
Decreased | 1.2M(-15.0%) | $38.5M | 0.0% | +37.42% | 0 | |
Increased | 1.2M(+61.5%) | $36.7M | 0.0% | +10.19% | 42 |
