SCHY · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHY)
Who is buying and selling SCHY: 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
SCHY at a glance
- No open-market insider purchases or sales of SCHY were filed in the last 90 days.
- 40 13F filers hold SCHY among their 50 largest positions, worth $297.9M combined. The biggest bets by portfolio weight are Hamel Associates, Inc. (7.1%), IRON Financial LLC (4.2%) and Red Mountain Financial, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in SCHY.
SCHY insider trading
No open-market insider purchases or sales of SCHY were filed in the last 90 days.
Who owns SCHY? Hedge funds and superinvestors
40 13F filers hold SCHY among their 50 largest positions, worth $297.9M combined. The biggest bets by portfolio weight are Hamel Associates, Inc. (7.1%), IRON Financial LLC (4.2%) and Red Mountain Financial, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cresset Asset Management, LLCWealth manager | 0.4% | $117.6M | 3,706,911 | +4.8% shares | Q2 2026 |
| Hamel Associates, Inc.Wealth manager | 7.1% | $25.7M | 808,765 | -1.5% shares | Q2 2026 |
| Summit Asset Management, LLCWealth manager | 2.4% | $19.0M | 600,081 | -1.3% shares | Q2 2026 |
| Fifth Third Wealth Advisors LLCInstitutional asset manager | 0.5% | $18.4M | 587,270 | — | Q3 2026 |
| TriCert Investment Counsel Inc.Investment manager | 1.4% | $14.7M | 463,465 | — | Q2 2026 |
| IRON Financial LLCWealth manager | 4.2% | $10.1M | 320,462 | +0.8% shares | Q3 2026 |
| Woodmont Investment Counsel LLCWealth manager | 0.5% | $9.9M | 314,162 | +4.4% shares | Q3 2026 |
| Charles Schwab Trust CoBank & trust | 0.5% | $8.9M | 283,199 | +0.7% shares | Q3 2026 |
| LongView Wealth ManagementWealth manager | 1.8% | $7.3M | 232,683 | +12.2% shares | Q3 2026 |
| Magnolia Capital Advisors LLCWealth manager | 1.0% | $5.6M | 176,650 | -0.3% shares | Q2 2026 |
| Greg Jennings, LLCWealth manager | 3.8% | $5.4M | 170,901 | — | Q3 2026 |
| Red Mountain Financial, LLCWealth manager | 4.1% | $4.9M | 153,104 | +7.9% shares | Q2 2026 |
| Carolina Wealth Advisors, LLCWealth manager | 1.8% | $4.7M | 148,765 | +8.7% shares | Q3 2026 |
| LeConte Wealth Management, LLCWealth manager | 2.4% | $4.4M | 140,443 | -12.3% shares | Q3 2026 |
| Cahill Financial Advisors IncWealth manager | 0.4% | $4.4M | 138,764 | +13.4% shares | Q2 2026 |
| Farrow Financial, Inc.Wealth manager | 2.1% | $4.0M | 126,377 | +1.6% shares | Q2 2026 |
| Opus Financial Solutions LLCWealth manager | 3.2% | $3.9M | 123,467 | -4.6% shares | Q2 2026 |
| Noble Family Wealth, LLCWealth manager | 0.6% | $3.5M | 112,675 | +0.1% shares | Q3 2026 |
| Perspective Wealth Advisors LLCWealth manager | 1.0% | $1.9M | 60,077 | +11.3% shares | Q2 2026 |
| Astoria Portfolio Advisors LLC.Asset manager | 0.3% | $1.9M | 59,614 | +18.6% shares | Q2 2026 |
| Bravera WealthWealth manager | 0.7% | $1.7M | 55,012 | -4.8% shares | Q2 2026 |
| Cape Investment Advisory, Inc.Wealth manager | 0.4% | $1.7M | 54,677 | +4.5% shares | Q3 2026 |
| Eagle Harbor Asset Management Inc /advAsset manager | 1.2% | $1.6M | 52,196 | +0.4% shares | Q3 2026 |
| M3 Wealth Management, LLCWealth manager | 1.0% | $1.6M | 50,277 | +306.3% shares | Q2 2026 |
| Copper Harbor Investment Advisors, LLCWealth manager | 0.3% | $1.5M | 49,129 | — | Q3 2026 |
| Villere St Denis J & Co LLCInvestment manager | 0.2% | $1.4M | 43,246 | — | Q2 2026 |
| Seek First Inc.Wealth manager | 0.9% | $1.3M | 42,796 | -3.2% shares | Q3 2026 |
| Wise Wealth PartnersWealth manager | 2.4% | $1.3M | 41,025 | +2.2% shares | Q3 2026 |
| Spinnaker Investment Group, LLCWealth manager | 0.2% | $1.3M | 40,389 | +0.0% shares | Q3 2026 |
| CrossGen Wealth, LLCWealth manager | 1.0% | $1.2M | 38,899 | — | Q2 2026 |
The 30 largest of 40 positions, by value. Each manager counts with its latest 13F (Q3 2026: 21, Q2 2026: 19). Screen SCHY in the grand portfolio →
SCHY stock trades by members of Congress
No member of Congress has disclosed a trade in SCHY.
SCHY questions and answers
Are insiders buying SCHY stock?
No open-market insider purchases or sales of SCHY were filed in the last 90 days.
Which hedge funds own SCHY?
40 13F filers hold SCHY among their 50 largest positions, worth $297.9M combined. The biggest bets by portfolio weight are Hamel Associates, Inc. (7.1%), IRON Financial LLC (4.2%) and Red Mountain Financial, LLC (4.1%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded SCHY?
No member of Congress has disclosed a trade in SCHY.
Who is the largest holder of SCHY?
Among 13F filers, Cresset Asset Management, LLC reports the largest SCHY position, $117.6M (3,706,911 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Hamel Associates, Inc.'s: 7.1% of its portfolio.
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