SCHWAB STRATEGIC TR (SCHX) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SCHX?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for SCHWAB STRATEGIC TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SCHX?

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

Is institutional money flowing into SCHX?

129 institutional investors hold SCHWAB STRATEGIC TR (SCHX). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SCHX?

Track institutional sentiment and conviction scores for SCHWAB STRATEGIC TR (SCHX) including Smart Money Verdict and position changes on HoldingsIntel.

SCHWAB STRATEGIC TR

SCHX·808524201·US·etf·Unknown - Unknown

US LRG CAP ETF

129

Holders

Avg rating(22 Elite)

$15.1B

Total Value

56% (131)

Fund Consensus

70 buying - 56 selling

Smart Money Verdict

View all

51Mixed MomentumSingle Source

Get 5 free verdicts/month - sign up in 10 seconds

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

Held by 129 funds

22 elite

Who's Trading

CongressCWChristopher A WrightBuy $100,001 - $250,000

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

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 21, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 17, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 16, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 15, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 14, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 11, 2025

CongressCWChristopher A WrightBuy $100,001 - $250,000Apr 10, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
$US BANCORP \DE\$ US BANCORP \DE\	Decreased	145.1M(-27.9%)	$3.7B	4.5%	+27.46%	0
Creative Planning	Decreased	82.3M(-1.8%)	$2.1B	1.4%	+43.17%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	37.4M(+4.3%)	$958.1M	7.2%	+35.64%	65
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	34.8M(+12.3%)	$892.5M	0.5%	+28.95%	50
SEI INVESTMENTS CO	Increased	32.5M(+5.0%)	$834M	0.8%	+44.34%	47
CAPTRUST FINANCIAL ADVISORS	Increased	20.2M(+3.4%)	$517.5M	0.9%	+31.15%	46
Cerity Partners LLC	Increased	19.2M(+1.0%)	$491.9M	0.7%	+34.34%	44
HighTower Advisors, LLC	Decreased	14M(-1.0%)	$359.1M	0.4%	+37.83%	0
JANUS HENDERSON GROUP PLC	Decreased	12.3M(-0.7%)	$316.1M	0.2%	+37.99%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	11M(-42.3%)	$284.7M	0.6%	+37.63%	0
Mariner, LLC	Increased	10.4M(+1.4%)	$266.2M	0.3%	+41.77%	37
BANK OF AMERICA CORP /DE/	Increased	10.1M(+11.7%)	$258.4M	0.0%	+21.93%	34
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	9.9M(-4.4%)	$254.6M	0.4%	+45.11%	0
UBS Group AG	Increased	9.5M(+672.2%)	$244.8M	0.0%	+11.79%	50
MORGAN STANLEY	Increased	8.6M(+43.3%)	$220.7M	0.0%	+21.21%	41
Beacon Pointe Advisors, LLC	Increased	7.8M(+20.2%)	$199.2M	1.1%	+31.55%	57
LPL Financial LLC	Decreased	7.5M(-2.1%)	$193.3M	0.1%	+36.86%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	7.5M(-1.8%)	$191.2M	1.6%	+10.88%	0
ASSETMARK, INC	Increased	6.5M(+0.0%)	$167.1M	0.3%	+33.99%	36
Corient Private Wealth LLC	Increased	6.7M(+67.0%)	$165M	0.2%	+18.96%	53

SCHWAB STRATEGIC TR

Continue exploring