SCHWAB STRATEGIC TR

$SCHX
Smart money positioned

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

13F holders
1,531
Insider buys · 90d
0
Congress · 90d
0

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.

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 1,531 · Source: 13F-HR
01
Boreal Capital Management LLC
4.51% of portfolio
296,529,930 sh
02
Crestline Management, LP
1.43% of portfolio
157,939,562 sh
03
Madison Investment Advisors, LLC
0.91% of portfolio
40,366,824 sh
04
Marietta Investment Partners LLC
7.21% of portfolio
37,368,877 sh
05
H Partners Management, LLC
20.24% of portfolio
34,883,439 sh
06
1834 Investment Advisors Co.
0.55% of portfolio
34,809,568 sh
07
Gladwyn Financial Advisors, Inc.
0.77% of portfolio
32,528,571 sh
08
NorthRock Partners, LLC
1.39% of portfolio
28,599,516 sh
09
Evensky & Katz LLC
0.31% of portfolio
27,557,013 sh
10
Asset Planning Services Inc.
38.55% of portfolio
23,108,501 sh
See all 1,531 13F holders · Pro →

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.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:17 UTC.