SCHI · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHI)
Who is buying and selling SCHI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 40
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHI at a glance
- No open-market insider purchases or sales of SCHI were filed in the last 90 days.
- 40 13F filers hold SCHI among their 50 largest positions, worth $465.9M combined. The biggest bets by portfolio weight are White & Co Financial Planning Inc (7.0%), BRIA Capital Group, LLC (6.0%) and Bestgate Wealth Advisors, LLC (3.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in SCHI.
SCHI insider trading
No open-market insider purchases or sales of SCHI were filed in the last 90 days.
Who owns SCHI? Hedge funds and superinvestors
40 13F filers hold SCHI among their 50 largest positions, worth $465.9M combined. The biggest bets by portfolio weight are White & Co Financial Planning Inc (7.0%), BRIA Capital Group, LLC (6.0%) and Bestgate Wealth Advisors, LLC (3.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLCAsset manager | 2.5% | $192.1M | 8,486,796 | +0.4% shares | Q2 2026 |
| Allstate CorpInsurance company | 0.4% | $41.7M | 1,839,862 | — | Q2 2026 |
| Bouchey Financial Group, Ltd.Wealth manager | 1.7% | $26.1M | 1,153,981 | -21.5% shares | Q2 2026 |
| Permanens Capital L.P.Wealth manager | 2.6% | $24.9M | 1,099,967 | -18.5% shares | Q2 2026 |
| WestHill Financial Advisors, Inc.Wealth manager | 2.7% | $16.2M | 754,694 | +15.7% shares | Q3 2026 |
| L2 Asset Management, LLCAsset manager | 1.6% | $15.1M | 665,705 | -49.3% shares | Q2 2026 |
| Van Strum & Towne Inc.Wealth manager | 3.1% | $11.4M | 504,007 | -0.9% shares | Q2 2026 |
| Ogorek Anthony Joseph /ny/ /advInvestment manager | 2.7% | $10.7M | 473,448 | +1.2% shares | Q2 2026 |
| White & Co Financial Planning IncWealth manager | 7.0% | $10.6M | 468,681 | +9.7% shares | Q3 2026 |
| BRIA Capital Group, LLCWealth manager | 6.0% | $8.8M | 410,244 | — | Q3 2026 |
| FF Advisors,LLCWealth manager | 3.0% | $8.3M | 387,474 | -3.2% shares | Q3 2026 |
| Charles Schwab Trust CoBank & trust | 0.5% | $7.9M | 367,379 | -29.4% shares | Q3 2026 |
| Kaizen Financial StrategiesWealth manager | 2.9% | $7.5M | 348,950 | -5.9% shares | Q3 2026 |
| Bank of New HampshireBank & trust | 1.6% | $7.3M | 339,304 | +37.2% shares | Q3 2026 |
| Systelligence, LLCMutual fund manager | 1.2% | $6.9M | 306,397 | +15.7% shares | Q2 2026 |
| Bestgate Wealth Advisors, LLCWealth manager | 3.8% | $6.0M | 279,386 | +237.9% shares | Q3 2026 |
| Prairiewood Capital, LLCWealth manager | 1.4% | $5.7M | 265,608 | +14.6% shares | Q3 2026 |
| Wealth Forward, LLCWealth manager | 2.4% | $5.4M | 251,483 | +2031.4% shares | Q3 2026 |
| Arrowroot Family Office, LLCWealth manager | 1.5% | $5.1M | 225,877 | +16.4% shares | Q2 2026 |
| Madden Advisory Services, Inc.Wealth manager | 1.8% | $5.1M | 224,990 | -2.3% shares | Q2 2026 |
| Essex LLCWealth manager | 0.7% | $4.5M | 212,107 | — | Q3 2026 |
| RCS Financial Planning, LLCWealth manager | 2.2% | $4.1M | 188,985 | — | Q3 2026 |
| DecisionPoint Financial, LLCAsset manager | 0.7% | $3.9M | 181,616 | +12.6% shares | Q3 2026 |
| Seek First Inc.Wealth manager | 2.5% | $3.8M | 178,962 | -4.4% shares | Q3 2026 |
| Entelevest, LLCWealth manager | 2.8% | $3.2M | 142,993 | +7.5% shares | Q2 2026 |
| WFA of San Diego, LLCInvestment manager | 2.6% | $3.2M | 144,644 | +4.4% shares | Q2 2026 |
| 21 West Wealth Management LLCWealth manager | 2.8% | $3.2M | 148,466 | — | Q3 2026 |
| Mfg Wealth Management, Inc.Wealth manager | 2.3% | $3.2M | 147,829 | +6.7% shares | Q3 2026 |
| Cascades Capital Asset Management, LLCWealth manager | 1.1% | $2.9M | 128,065 | +5.4% shares | Q2 2026 |
| Beacon Bridge Wealth Partners, LLCWealth manager | 0.8% | $2.7M | 121,017 | -3.6% shares | Q2 2026 |
The 30 largest of 40 positions, by value. Each manager counts with its latest 13F (Q3 2026: 21, Q2 2026: 19). Screen SCHI in the grand portfolio →
SCHI stock trades by members of Congress
No member of Congress has disclosed a trade in SCHI.
SCHI questions and answers
Are insiders buying SCHI stock?
No open-market insider purchases or sales of SCHI were filed in the last 90 days.
Which hedge funds own SCHI?
40 13F filers hold SCHI among their 50 largest positions, worth $465.9M combined. The biggest bets by portfolio weight are White & Co Financial Planning Inc (7.0%), BRIA Capital Group, LLC (6.0%) and Bestgate Wealth Advisors, LLC (3.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
Has Congress traded SCHI?
No member of Congress has disclosed a trade in SCHI.
Who is the largest holder of SCHI?
Among 13F filers, RiverFront Investment Group, LLC reports the largest SCHI position, $192.1M (8,486,796 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is White & Co Financial Planning Inc's: 7.0% of its portfolio.
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