SCHWAB STRATEGIC TR

$SCHD
Smart money positioned

23 of the Top-200 alpha managers hold $SCHD as of the latest 13F snapshot.

13F holders
1,972
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

23 holders · Q1 2026

$SCHD is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.42%, with an average of 0.47% of portfolio. Largest holder: Quarry LP at 5.42%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

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 1,972 · Source: 13F-HR
01
Wilmington Savings Fund Society, FSB
32.77% of portfolio
45,450,000 sh
02
Rakuten Investment Management, Inc.
4.01% of portfolio
41,592,034 sh
03
Forefront Wealth Partners, LLC
4.00% of portfolio
41,592,034 sh
04
Sheaff Brock Investment Advisors, LLC
0.43% of portfolio
34,251,940 sh
05
Evensky & Katz LLC
0.27% of portfolio
26,518,876 sh
06
State Farm Mutual Automobile Insurance Co.
0.05% of portfolio
24,673,736 sh
07
FengHe Fund Management Pte. Ltd.
0.79% of portfolio
24,184,523 sh
08
Marquette Asset Management, LLC
0.14% of portfolio
17,312,076 sh
09
1834 Investment Advisors Co.
0.26% of portfolio
13,734,714 sh
10
Genesis Wealth Advisors, LLC
3.21% of portfolio
13,311,446 sh
See all 1,972 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHD 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 08:15 UTC.