SCHWAB STRATEGIC TR

$SCHY
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Institutional coverage

175 13F filers hold $SCHY.

13F holders
175
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$SCHY is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.07% to 7.42%, with an average of 2.61% of portfolio. Largest holder: Hamel Associates, Inc. at 7.42%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Hamel Associates, Inc.
7.42% NEW
α +12.3pts
02
Fiduciary Alliance LLC
0.33% held
α +16.8pts
03
ProVise Management Group, LLC
0.07% held
α +11.2pts

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 175 · Source: 13F-HR
01
Cresset Asset Management, LLC
0.40% of portfolio
3,255,031 sh
02
Sheaff Brock Investment Advisors, LLC
0.03% of portfolio
1,375,031 sh
03
Connor, Clark & Lunn Investment Management Ltd.
7.42% of portfolio
820,968 sh
04
Asset Allocation & Management Company, LLC
2.68% of portfolio
608,034 sh
05
Exor N.V.
—
489,154 sh
06
Taconic Capital Advisors LP
—
466,610 sh
07
Private Harbour Investment Management & Counsel, LLC
0.01% of portfolio
438,488 sh
08
Beam Wealth Advisors, Inc.
0.67% of portfolio
426,450 sh
09
Castalian Partners, LLC
1.65% of portfolio
398,756 sh
10
Delta Global Management LP
0.18% of portfolio
335,129 sh
See all 175 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHY 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 04:58 UTC.