SCHWAB STRATEGIC TR

$SCHI
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Smart money positioned

5 of the Top-200 alpha managers hold $SCHI as of the latest 13F snapshot.

13F holders
262
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$SCHI is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.08%, with an average of 0.23% of portfolio. Largest holder: Certior Financial Group, LLC at 1.08%. 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
1.08% NEW
α +11.1pts
02
GM Advisory Group, LLC
0.06% held
α +16.5pts
03
Principal Securities, Inc.
0.01% held
α +21.3pts
04
Costello Asset Management, INC
0.00% held
α +14.3pts
05
Citigroup Inc.
0.00% held
α +26.3pts

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 262 · Source: 13F-HR
01
Madison Investment Advisors, LLC
0.34% of portfolio
17,054,014 sh
02
LS Investment Advisors, LLC
2.97% of portfolio
8,455,179 sh
03
Marquette Asset Management, LLC
0.04% of portfolio
7,208,169 sh
04
Davidson Kempner Capital Management LP
2.46% of portfolio
1,470,244 sh
05
New England Research & Management, Inc.
3.94% of portfolio
1,349,942 sh
06
Dymon Asia Capital (singapore) PTE. Ltd.
2.83% of portfolio
1,313,035 sh
07
Covey Capital Advisors, LLC
0.11% of portfolio
1,070,412 sh
08
RR Advisors, LLC
0.04% of portfolio
754,806 sh
09
Enterprise Bank & Trust Co
2.30% of portfolio
681,184 sh
10
Loomis Sayles & Co. L P
0.02% of portfolio
672,704 sh
See all 262 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHI 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 08:06 UTC.