SCHQ · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHQ)
Who is buying and selling SCHQ: 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
- 19
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHQ at a glance
- No open-market insider purchases or sales of SCHQ were filed in the last 90 days.
- 19 13F filers hold SCHQ among their 50 largest positions, worth $88.1M combined. The biggest bets by portfolio weight are Carolina Wealth Advisors, LLC (6.9%), Professional Financial Management, Inc. (3.3%) and Werba Rubin Papier Wealth Management (1.8%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
- No member of Congress has disclosed a trade in SCHQ.
SCHQ insider trading
No open-market insider purchases or sales of SCHQ were filed in the last 90 days.
Who owns SCHQ? Hedge funds and superinvestors
19 13F filers hold SCHQ among their 50 largest positions, worth $88.1M combined. The biggest bets by portfolio weight are Carolina Wealth Advisors, LLC (6.9%), Professional Financial Management, Inc. (3.3%) and Werba Rubin Papier Wealth Management (1.8%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sfmg, LLCWealth manager | 1.2% | $19.5M | 621,809 | +15.0% shares | Q2 2026 |
| Carolina Wealth Advisors, LLCWealth manager | 6.9% | $18.0M | 633,300 | +9.3% shares | Q3 2026 |
| Werba Rubin Papier Wealth ManagementWealth manager | 1.8% | $14.6M | 465,471 | -2.8% shares | Q2 2026 |
| AllGen Financial Advisors, Inc.Wealth manager | 1.5% | $6.9M | 221,736 | New | Q2 2026 |
| Beacon Bridge Wealth Partners, LLCWealth manager | 1.5% | $5.3M | 169,913 | -3.9% shares | Q2 2026 |
| Centric Wealth ManagementWealth manager | 0.8% | $5.1M | 164,686 | +0.0% shares | Q2 2026 |
| Attessa Capital LLCWealth manager | 1.6% | $3.8M | 133,022 | +0.3% shares | Q3 2026 |
| Professional Financial Management, Inc.Wealth manager | 3.3% | $3.3M | 115,378 | +3.7% shares | Q3 2026 |
| Principia Wealth Advisory, LLCWealth manager | 1.3% | $2.6M | 82,622 | -37.4% shares | Q2 2026 |
| Mfg Wealth Management, Inc.Wealth manager | 1.7% | $2.3M | 80,002 | +1.9% shares | Q3 2026 |
| Barden Capital Management, Inc.Wealth manager | 1.2% | $1.3M | 44,671 | +2.9% shares | Q3 2026 |
| Smart Money Group LLCWealth manager | 0.3% | $1.2M | 36,926 | +5.7% shares | Q2 2026 |
| Seek First Inc.Wealth manager | 0.6% | $972K | 34,162 | -1.9% shares | Q3 2026 |
| DKM Wealth Management, Inc.Wealth manager | 0.5% | $862K | 30,298 | — | Q3 2026 |
| Granville Capital, Inc.Hedge fund | 0.4% | $823K | 26,302 | +8.9% shares | Q2 2026 |
| Sellwood Investment Partners LLCInstitutional asset manager | 0.3% | $736K | 23,510 | +9.7% shares | Q2 2026 |
| Downshift Financial, LLCWealth manager | 0.2% | $456K | 16,022 | -30.6% shares | Q3 2026 |
| Antonelli Financial Advisors, LLCWealth manager | 0.2% | $276K | 9,708 | -64.4% shares | Q3 2026 |
| Strategic Advocates LLCInvestment manager | 0.7% | $180K | 5,757 | -24.3% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 9, Q2 2026: 10). Screen SCHQ in the grand portfolio →
SCHQ stock trades by members of Congress
No member of Congress has disclosed a trade in SCHQ.
SCHQ questions and answers
Are insiders buying SCHQ stock?
No open-market insider purchases or sales of SCHQ were filed in the last 90 days.
Which hedge funds own SCHQ?
19 13F filers hold SCHQ among their 50 largest positions, worth $88.1M combined. The biggest bets by portfolio weight are Carolina Wealth Advisors, LLC (6.9%), Professional Financial Management, Inc. (3.3%) and Werba Rubin Papier Wealth Management (1.8%). In their latest 13Fs, 1 manager opened a new position and 5 added to one.
Has Congress traded SCHQ?
No member of Congress has disclosed a trade in SCHQ.
Who is the largest holder of SCHQ?
Among 13F filers, Sfmg, LLC reports the largest SCHQ position, $19.5M (621,809 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Carolina Wealth Advisors, LLC's: 6.9% of its portfolio.
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