SCHV · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHV)
Who is buying and selling SCHV: 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
- 288
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHV at a glance
- No open-market insider purchases or sales of SCHV were filed in the last 90 days.
- 288 13F filers hold SCHV among their 50 largest positions, worth $8.3B combined. The biggest bets by portfolio weight are Mokosak Advisory Group, LLC (22.3%), Northern Capital Management, Inc. (21.0%) and Dravo Bay LLC (17.5%). In their latest 13Fs, 1 manager opened a new position and 33 added to one.
- No member of Congress has disclosed a trade in SCHV.
SCHV insider trading
No open-market insider purchases or sales of SCHV were filed in the last 90 days.
Who owns SCHV? Hedge funds and superinvestors
288 13F filers hold SCHV among their 50 largest positions, worth $8.3B combined. The biggest bets by portfolio weight are Mokosak Advisory Group, LLC (22.3%), Northern Capital Management, Inc. (21.0%) and Dravo Bay LLC (17.5%). In their latest 13Fs, 1 manager opened a new position and 33 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C.Wealth manager | 2.9% | $1.6B | 46,499,260 | -4.0% shares | Q2 2026 |
| Sei Investments CoBroker-dealer | 1.4% | $1.6B | 45,024,906 | +0.6% shares | Q2 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 8.8% | $355.5M | 10,212,910 | -0.0% shares | Q2 2026 |
| Osaic Holdings, Inc.Investment manager | 0.4% | $310.3M | 8,912,979 | -21.0% shares | Q2 2026 |
| Mather Group, LLC.Wealth manager | 2.2% | $257.2M | 7,720,024 | -23.6% shares | Q3 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 1.8% | $244.0M | 7,324,375 | -5.5% shares | Q3 2026 |
| Savant Capital, LLCWealth manager | 0.6% | $208.7M | 6,378,613 | +105.1% shares | Q2 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 1.4% | $184.2M | 5,291,984 | +4.5% shares | Q2 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.6% | $136.4M | 3,917,972 | +1.2% shares | Q2 2026 |
| Betterment LLCWealth manager | 0.2% | $134.6M | 3,867,616 | -3.3% shares | Q2 2026 |
| Gemmer Asset Management LLCWealth manager | 7.3% | $111.3M | 3,341,318 | -1.0% shares | Q3 2026 |
| Mokosak Advisory Group, LLCWealth manager | 22.3% | $101.4M | 3,043,184 | +1.0% shares | Q3 2026 |
| Rainey & Randall Wealth Advisors Inc.Wealth manager | 14.5% | $101.1M | 3,033,676 | +0.5% shares | Q3 2026 |
| Krilogy Financial LLCWealth manager | 2.7% | $97.1M | 2,852,950 | -0.9% shares | Q3 2026 |
| Exchange Traded Concepts, LLCMutual fund manager | 0.4% | $86.2M | 2,588,904 | +7.8% shares | Q3 2026 |
| Cooper Financial GroupWealth manager | 6.3% | $78.6M | 2,360,396 | +3.7% shares | Q3 2026 |
| Compound Planning, Inc.Wealth manager | 1.8% | $70.0M | 2,011,430 | +1.9% shares | Q2 2026 |
| Black Diamond Financial, LLCWealth manager | 5.3% | $62.4M | 1,872,984 | +6.5% shares | Q3 2026 |
| Summit Wealth & Retirement Planning, Inc.Wealth manager | 13.1% | $61.9M | 1,777,034 | +3.1% shares | Q2 2026 |
| World Investment AdvisorsInstitutional asset manager | 1.0% | $60.2M | 1,970,475 | -0.4% shares | Q2 2026 |
| Financial Management Professionals, Inc.Wealth manager | 5.5% | $57.9M | 1,738,485 | +1.0% shares | Q3 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 0.5% | $56.6M | 1,627,002 | +4.0% shares | Q2 2026 |
| GenWealth Group, Inc.Wealth manager | 8.6% | $55.1M | 1,653,013 | -1.7% shares | Q3 2026 |
| Dravo Bay LLCWealth manager | 17.5% | $50.6M | 1,454,110 | +9.4% shares | Q2 2026 |
| Northern Capital Management, Inc.Wealth manager | 21.0% | $49.2M | 1,412,672 | +3.3% shares | Q2 2026 |
| Hrc Wealth Management, LLCWealth manager | 17.2% | $43.2M | 1,297,154 | -0.4% shares | Q3 2026 |
| Summit Asset Management, LLCWealth manager | 5.5% | $42.6M | 1,224,848 | -0.6% shares | Q2 2026 |
| XML Financial, LLCWealth manager | 3.1% | $42.6M | 1,278,661 | +2.0% shares | Q3 2026 |
| Ballast Advisors LLCWealth manager | 9.8% | $41.1M | 1,179,966 | -1.2% shares | Q2 2026 |
| Veery Capital, LLCInstitutional asset manager | 10.8% | $40.5M | 1,215,553 | +1.6% shares | Q3 2026 |
The 30 largest of 288 positions, by value. Each manager counts with its latest 13F (Q3 2026: 157, Q2 2026: 125, Q1 2026: 6). Screen SCHV in the grand portfolio →
SCHV stock trades by members of Congress
No member of Congress has disclosed a trade in SCHV.
SCHV questions and answers
Are insiders buying SCHV stock?
No open-market insider purchases or sales of SCHV were filed in the last 90 days.
Which hedge funds own SCHV?
288 13F filers hold SCHV among their 50 largest positions, worth $8.3B combined. The biggest bets by portfolio weight are Mokosak Advisory Group, LLC (22.3%), Northern Capital Management, Inc. (21.0%) and Dravo Bay LLC (17.5%). In their latest 13Fs, 1 manager opened a new position and 33 added to one.
Has Congress traded SCHV?
No member of Congress has disclosed a trade in SCHV.
Who is the largest holder of SCHV?
Among 13F filers, Financial Engines Advisors L.L.C. reports the largest SCHV position, $1.6B (46,499,260 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Mokosak Advisory Group, LLC's: 22.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.