SCHWAB STRATEGIC TR

$SCHK
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Smart money positioned

6 of the Top-200 alpha managers hold $SCHK as of the latest 13F snapshot.

13F holders
227
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$SCHK is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 8.15%, with an average of 1.67% of portfolio. Largest holder: Plum Street Advisors, LLC at 8.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Plum Street Advisors, LLC
8.15% held
α +18.0pts
02
Long Island Wealth Management, Inc.
0.10% held
α +21.8pts
03
D L Carlson Investment Group Inc.
0.10% held
α +17.7pts
04
Costello Asset Management, INC
0.01% held
α +14.3pts
05
RFG Advisory, LLC
0.01% held
α +16.2pts

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 227 · Source: 13F-HR
01
Castlekeep Investment Advisors LLC
2.77% of portfolio
43,613,251 sh
02
Crestline Management, LP
0.08% of portfolio
7,580,216 sh
03
Legacy Wealth Management, Inc
10.96% of portfolio
6,000,541 sh
04
ASR Vermogensbeheer N.V.
16.26% of portfolio
3,580,579 sh
05
Strs Ohio
0.02% of portfolio
3,450,953 sh
06
iSAM Funds (UK) Ltd
5.21% of portfolio
2,477,917 sh
07
Meridian Wealth Advisors, LLC
3.78% of portfolio
2,141,052 sh
08
Evensky & Katz LLC
0.02% of portfolio
852,468 sh
09
PKO Investment Management Joint-Stock Co
8.15% of portfolio
720,874 sh
10
Corre Partners Management, LLC
0.02% of portfolio
477,541 sh
See all 227 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHK 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.