SCHWAB STRATEGIC TR

$SCHG
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Smart money positioned

25 of the Top-200 alpha managers hold $SCHG as of the latest 13F snapshot.

13F holders
1,579
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

25 holders · Q1 2026

$SCHG is held by 25 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.99%, with an average of 0.61% of portfolio. Largest holder: Certior Financial Group, LLC at 6.99%. 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
6.99% NEW
α +11.1pts
02
Long Island Wealth Management, Inc.
2.31% NEW
α +21.8pts
03
Independent Solutions Wealth Management, LLC
1.23% NEW
α +19.1pts
04
Fiduciary Alliance LLC
1.16% held
α +16.8pts
05
ProVise Management Group, LLC
1.00% 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 1,579 · Source: 13F-HR
01
Marquette Asset Management, LLC
0.50% of portfolio
64,461,584 sh
02
Sheaff Brock Investment Advisors, LLC
0.78% of portfolio
57,228,946 sh
03
Evensky & Katz LLC
0.67% of portfolio
51,091,842 sh
04
Gladwyn Financial Advisors, Inc.
1.28% of portfolio
47,564,768 sh
05
Strs Ohio
0.19% of portfolio
43,506,074 sh
06
Taconic Capital Advisors LP
0.29% of portfolio
37,283,856 sh
07
Castlekeep Investment Advisors LLC
2.02% of portfolio
34,105,277 sh
08
State Farm Mutual Automobile Insurance Co.
0.05% of portfolio
18,776,772 sh
09
FengHe Fund Management Pte. Ltd.
0.56% of portfolio
17,955,640 sh
10
Scoggin Management LP
4.21% of portfolio
17,067,494 sh
See all 1,579 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHG 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 07:10 UTC.