SCHWAB STRATEGIC TR

$SCHX

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Smart money positioned

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

13F holders

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

13 holders · Q1 2026

$SCHX is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.29%, with an average of 0.47% of portfolio. Largest holder: Palo Alto Wealth Advisors, LLC at 4.29%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Palo Alto Wealth Advisors, LLC

4.29% ↓ 1.3pp

α +20.0pts

Vestal Point Capital, LP

0.58% held

α +16.2pts

Central Asset Investments & Management Holdings (HK) Ltd

0.56% held

α +14.3pts

Explore Capital Management, LLC

0.24% held

α +15.5pts

PCJ Investment Counsel Ltd.

0.19% held

α +18.9pts

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 7 of 7 · Source: 13F-HR

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.01% of portfolio

1,253,083 sh

Renaissance Technologies

Bridgewater Associates

0.05% of portfolio

28,762 sh

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHX in the recent window.

Convergence · $SCHX

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 18:30 UTC.