SCHM · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHM)
Who is buying and selling SCHM: 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
- 329
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHM at a glance
- No open-market insider purchases or sales of SCHM were filed in the last 90 days.
- 329 13F filers hold SCHM among their 50 largest positions, worth $6.6B combined. The biggest bets by portfolio weight are Cannon Capital Management, Inc. (13.3%), River's Edge Wealth Management, LLC (11.8%) and Womack Financial LLC (11.2%). In their latest 13Fs, 2 managers opened a new position and 36 added to one.
- No member of Congress has disclosed a trade in SCHM.
SCHM insider trading
No open-market insider purchases or sales of SCHM were filed in the last 90 days.
Who owns SCHM? Hedge funds and superinvestors
329 13F filers hold SCHM among their 50 largest positions, worth $6.6B combined. The biggest bets by portfolio weight are Cannon Capital Management, Inc. (13.3%), River's Edge Wealth Management, LLC (11.8%) and Womack Financial LLC (11.2%). In their latest 13Fs, 2 managers opened a new position and 36 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C.Wealth manager | 3.4% | $1.9B | 51,767,947 | -8.9% shares | Q2 2026 |
| Creative PlanningWealth manager | 0.6% | $1.1B | 29,016,208 | -1.4% shares | Q2 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 3.2% | $433.9M | 11,767,147 | +4.4% shares | Q2 2026 |
| Advisory Alpha, LLCWealth manager | 6.3% | $257.5M | 6,983,767 | -2.3% shares | Q2 2026 |
| Legacy Wealth Management, LLCWealth manager | 7.8% | $147.3M | 4,330,359 | +1.0% shares | Q3 2026 |
| Savant Capital, LLCWealth manager | 0.3% | $114.6M | 3,231,643 | — | Q2 2026 |
| JMG Financial Group, Ltd.Wealth manager | 2.7% | $113.4M | 3,074,425 | -0.2% shares | Q2 2026 |
| Fragasso Financial Advisors IncWealth manager | 5.0% | $100.1M | 2,888,481 | +0.7% shares | Q3 2026 |
| Advocacy Wealth Management, LLCWealth manager | 2.3% | $63.2M | 1,715,392 | +8.5% shares | Q2 2026 |
| Exencial Wealth Advisors, LLCWealth manager | 1.9% | $62.3M | 2,011,027 | +23.9% shares | Q1 2026 |
| Prime Capital Investment Advisors, LLCAsset manager | 0.6% | $59.1M | 1,737,989 | -5.1% shares | Q3 2026 |
| 93 Financial Group, LLCWealth manager | 21.1% | $51.0M | 1,499,485 | +0.0% shares | Q3 2026 |
| Summit Asset Management, LLCWealth manager | 5.9% | $46.4M | 1,259,073 | -0.8% shares | Q2 2026 |
| Financial Solutions Advisory Group, Inc.Wealth manager | 5.5% | $43.6M | 1,275,472 | -0.0% shares | Q3 2026 |
| Dynamic Advisor Solutions LLCWealth manager | 1.2% | $41.5M | 1,219,139 | +1.7% shares | Q3 2026 |
| Chicago Partners Investment Group LLCWealth manager | 0.8% | $41.2M | 1,193,956 | +8.9% shares | Q3 2026 |
| BLB&B Advisors, LLCWealth manager | 1.4% | $40.3M | 1,183,726 | -1.1% shares | Q3 2026 |
| Mokosak Advisory Group, LLCWealth manager | 8.6% | $38.9M | 1,144,642 | +1.3% shares | Q3 2026 |
| Sage Financial Group IncWealth manager | 1.9% | $34.5M | 1,014,871 | +1.0% shares | Q3 2026 |
| High Note Wealth, LLCWealth manager | 5.2% | $31.5M | 925,025 | +0.9% shares | Q3 2026 |
| Gemmer Asset Management LLCWealth manager | 1.9% | $29.2M | 857,693 | -0.7% shares | Q3 2026 |
| Summit Financial Strategies, Inc.Wealth manager | 2.0% | $28.7M | 844,358 | -25.4% shares | Q3 2026 |
| Koshinski Asset Management, Inc.Asset manager | 1.4% | $27.7M | 813,651 | +5.7% shares | Q3 2026 |
| IFP Advisors, IncWealth manager | 0.5% | $27.3M | 803,554 | +3.7% shares | Q3 2026 |
| Berkshire Asset Management Llc/paAsset manager | 1.1% | $26.9M | 730,699 | +2.1% shares | Q2 2026 |
| Seneca Financial Advisors LLCWealth manager | 6.8% | $25.6M | 752,837 | -1.9% shares | Q3 2026 |
| Financial Planning Navigators CORPWealth manager | 9.2% | $25.3M | 743,708 | +1.8% shares | Q3 2026 |
| Compass Advisory Group LLCWealth manager | 6.0% | $25.3M | 685,027 | -0.4% shares | Q2 2026 |
| Northeast Financial Group, Inc.Institutional asset manager | 6.7% | $25.0M | 807,726 | -9.3% shares | Q1 2026 |
| Lutz Financial Services LLCWealth manager | 1.5% | $24.8M | 672,364 | -0.9% shares | Q2 2026 |
The 30 largest of 329 positions, by value. Each manager counts with its latest 13F (Q3 2026: 189, Q2 2026: 132, Q1 2026: 8). Screen SCHM in the grand portfolio →
SCHM stock trades by members of Congress
No member of Congress has disclosed a trade in SCHM.
SCHM questions and answers
Are insiders buying SCHM stock?
No open-market insider purchases or sales of SCHM were filed in the last 90 days.
Which hedge funds own SCHM?
329 13F filers hold SCHM among their 50 largest positions, worth $6.6B combined. The biggest bets by portfolio weight are Cannon Capital Management, Inc. (13.3%), River's Edge Wealth Management, LLC (11.8%) and Womack Financial LLC (11.2%). In their latest 13Fs, 2 managers opened a new position and 36 added to one.
Has Congress traded SCHM?
No member of Congress has disclosed a trade in SCHM.
Who is the largest holder of SCHM?
Among 13F filers, Financial Engines Advisors L.L.C. reports the largest SCHM position, $1.9B (51,767,947 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cannon Capital Management, Inc.'s: 13.3% of its portfolio.
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