SCHWAB STRATEGIC TR

$SCHA
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Smart money positioned

17 of the Top-200 alpha managers hold $SCHA as of the latest 13F snapshot.

13F holders
1,229
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

17 holders · Q1 2026

$SCHA is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.27%, with an average of 0.29% of portfolio. Largest holder: Certior Financial Group, LLC at 3.27%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Certior Financial Group, LLC
3.27% NEW
α +11.1pts
02
Long Island Wealth Management, Inc.
0.41% NEW
α +21.8pts
03
Independent Solutions Wealth Management, LLC
0.35% NEW
α +19.1pts
04
Barnett & Company, Inc.
0.21% NEW
α +12.6pts
05
ProVise Management Group, LLC
0.20% NEW
α +11.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,229 · Source: 13F-HR
01
Authentikos Wealth Advisory, LLC
2.79% of portfolio
36,903,750 sh
02
Gladwyn Financial Advisors, Inc.
0.40% of portfolio
14,734,817 sh
03
Crestline Management, LP
0.12% of portfolio
11,663,788 sh
04
RMG Wealth Management LLC
23.72% of portfolio
10,150,040 sh
05
Evensky & Katz LLC
0.12% of portfolio
9,882,129 sh
06
1834 Investment Advisors Co.
0.10% of portfolio
5,804,013 sh
07
Banyan Capital Management, Inc.
—
4,653,675 sh
08
Castlekeep Investment Advisors LLC
0.27% of portfolio
4,583,359 sh
09
American Asset Management Inc.
3.09% of portfolio
3,881,816 sh
10
Sheaff Brock Investment Advisors, LLC
0.08% of portfolio
3,442,431 sh
See all 1,229 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SCHA in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHA in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:06 UTC.