SCHWAB STRATEGIC TR

$SCHZ
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Smart money positioned

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

13F holders
666
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$SCHZ is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 10.05%, with an average of 1.61% of portfolio. Largest holder: Plum Street Advisors, LLC at 10.05%. 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
10.05% ↑ +0.6pp
α +18.0pts
02
Independent Solutions Wealth Management, LLC
0.96% NEW
α +19.1pts
03
ProVise Management Group, LLC
0.13% NEW
α +11.2pts
04
D L Carlson Investment Group Inc.
0.13% held
α +17.7pts
05
Truepoint, Inc.
0.01% held
α +21.4pts

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 666 · Source: 13F-HR
01
Sixth Street Partners Management Company, L.P.
20.23% of portfolio
9,693,597 sh
02
Rockbridge Investment Management, LCC
19.47% of portfolio
8,957,935 sh
03
Pennsylvania Capital Management Inc.
4.92% of portfolio
7,710,661 sh
04
Tarsadia Capital, LLC
9.66% of portfolio
6,414,972 sh
05
Orrstown Financial Services Inc.
0.01% of portfolio
6,031,400 sh
06
Castlekeep Investment Advisors LLC
0.26% of portfolio
5,413,829 sh
07
Tower Research Capital LLC (TRC)
0.29% of portfolio
4,789,548 sh
08
Private Harbour Investment Management & Counsel, LLC
0.11% of portfolio
4,491,138 sh
09
Evensky & Katz LLC
0.06% of portfolio
4,255,086 sh
10
Per Stirling Capital Management, LLC.
7.50% of portfolio
3,320,799 sh
See all 666 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHZ 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.