SCHWAB STRATEGIC TR

$SCHV
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Smart money positioned

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

13F holders
937
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

17 holders · Q1 2026

$SCHV is held by 17 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.37%, with an average of 0.26% of portfolio. Largest holder: Independent Solutions Wealth Management, LLC at 1.37%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Independent Solutions Wealth Management, LLC
1.37% NEW
α +19.1pts
02
Long Island Wealth Management, Inc.
0.69% NEW
α +21.8pts
03
Fiduciary Alliance LLC
0.63% held
α +16.8pts
04
ProVise Management Group, LLC
0.48% NEW
α +11.2pts
05
Retirement Investment Advisors, Inc.
0.37% 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 937 · Source: 13F-HR
01
Castlekeep Investment Advisors LLC
3.00% of portfolio
48,427,803 sh
02
Gladwyn Financial Advisors, Inc.
1.26% of portfolio
44,768,506 sh
03
Evensky & Katz LLC
0.33% of portfolio
22,815,516 sh
04
Sheaff Brock Investment Advisors, LLC
0.51% of portfolio
20,058,140 sh
05
Marquette Asset Management, LLC
0.15% of portfolio
18,286,178 sh
06
Pennsylvania Capital Management Inc.
8.56% of portfolio
10,217,486 sh
07
Scoggin Management LP
2.08% of portfolio
8,055,052 sh
08
Marietta Investment Partners LLC
1.16% of portfolio
5,065,538 sh
09
NorthRock Partners, LLC
0.23% of portfolio
4,000,948 sh
10
GuoLine Advisory Pte Ltd
1.85% of portfolio
3,924,854 sh
See all 937 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHV 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 07:25 UTC.