SCHC · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHC)
Who is buying and selling SCHC: 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
- 106
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHC at a glance
- No open-market insider purchases or sales of SCHC were filed in the last 90 days.
- 106 13F filers hold SCHC among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are White & Co Financial Planning Inc (8.3%), Arnold Financial Planning LLC (5.3%) and St. Louis Trust Co (4.2%). In their latest 13Fs, 2 managers opened a new position and 18 added to one.
- No member of Congress has disclosed a trade in SCHC.
SCHC insider trading
No open-market insider purchases or sales of SCHC were filed in the last 90 days.
Who owns SCHC? Hedge funds and superinvestors
106 13F filers hold SCHC among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are White & Co Financial Planning Inc (8.3%), Arnold Financial Planning LLC (5.3%) and St. Louis Trust Co (4.2%). In their latest 13Fs, 2 managers opened a new position and 18 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.7% | $215.4M | 4,476,230 | +3.3% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.5% | $185.7M | 3,916,077 | +95.0% shares | Q2 2026 |
| McAdam, LLCWealth manager | 3.3% | $88.6M | 1,780,662 | +4.0% shares | Q3 2026 |
| SageView Advisory Group, LLCWealth manager | 2.7% | $82.0M | 1,703,083 | -4.4% shares | Q2 2026 |
| Johnson Financial Group, LLCWealth manager | 2.9% | $54.4M | 1,131,199 | +87.2% shares | Q2 2026 |
| Mather Group, LLC.Wealth manager | 0.5% | $54.3M | 1,092,397 | -1.0% shares | Q3 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementWealth manager | 0.7% | $52.5M | 1,055,721 | +11.0% shares | Q3 2026 |
| Choreo, LLCWealth manager | 0.4% | $40.7M | 818,191 | +0.5% shares | Q3 2026 |
| St. Louis Trust CoBank & trust | 4.2% | $37.0M | 87,162 | +0.7% shares | Q2 2026 |
| Charles Schwab Trust CoBank & trust | 1.8% | $31.0M | 622,619 | +0.6% shares | Q3 2026 |
| Pure Financial Advisors, LLCWealth manager | 0.4% | $29.5M | 613,957 | +1.6% shares | Q2 2026 |
| GHP Investment Advisors, Inc.Wealth manager | 0.9% | $24.0M | 481,817 | +0.0% shares | Q3 2026 |
| Tortoise Investment Management, LLCWealth manager | 1.3% | $17.6M | 365,315 | +1.3% shares | Q2 2026 |
| Redwood Investment Management, LLCMutual fund manager | 1.5% | $15.3M | 317,380 | -1.1% shares | Q2 2026 |
| Tiaa Trust, National AssociationBank & trust | 0.9% | $14.7M | 306,226 | +1.7% shares | Q2 2026 |
| Rockbridge Investment Management, LCCAsset manager | 1.2% | $14.4M | 298,760 | -2.3% shares | Q2 2026 |
| Nicholas Hoffman & Company, LLC.Wealth manager | 0.3% | $14.3M | 296,679 | +1.9% shares | Q2 2026 |
| Brooklyn FI, LLCWealth manager | 2.3% | $12.6M | 260,222 | +6.4% shares | Q2 2026 |
| White & Co Financial Planning IncWealth manager | 8.3% | $12.5M | 267,152 | +0.6% shares | Q3 2026 |
| Fund Evaluation Group, LLCInstitutional asset manager | 0.3% | $11.9M | 246,963 | -3.7% shares | Q2 2026 |
| Main Street Financial Solutions, LLCWealth manager | 0.7% | $10.3M | 213,083 | +1.3% shares | Q2 2026 |
| BlueSky Wealth Advisors, LLCWealth manager | 1.2% | $10.1M | 202,538 | +5.5% shares | Q3 2026 |
| Clearwater Capital Advisors, LLCWealth manager | 0.7% | $9.9M | 204,909 | +0.8% shares | Q2 2026 |
| Atlas Capital Advisors Inc.Wealth manager | 1.0% | $9.3M | 192,503 | +0.2% shares | Q2 2026 |
| Oarsman Capital, Inc.Wealth manager | 1.0% | $9.1M | 189,176 | — | Q2 2026 |
| Fort Vancouver Investment Management, LLCWealth manager | 4.2% | $8.9M | 185,849 | -2.7% shares | Q2 2026 |
| Courage Miller Partners, LLCWealth manager | 2.2% | $8.4M | 169,076 | +0.4% shares | Q3 2026 |
| Brand Asset Management Group, Inc.Wealth manager | 1.8% | $8.2M | 170,742 | -2.1% shares | Q2 2026 |
| Keyvantage Wealth, LLCWealth manager | 3.0% | $7.8M | 162,240 | +2.9% shares | Q2 2026 |
| Arnold Financial Planning LLCWealth manager | 5.3% | $7.7M | 155,521 | +12.4% shares | Q3 2026 |
The 30 largest of 106 positions, by value. Each manager counts with its latest 13F (Q3 2026: 55, Q2 2026: 51). Screen SCHC in the grand portfolio →
SCHC stock trades by members of Congress
No member of Congress has disclosed a trade in SCHC.
SCHC questions and answers
Are insiders buying SCHC stock?
No open-market insider purchases or sales of SCHC were filed in the last 90 days.
Which hedge funds own SCHC?
106 13F filers hold SCHC among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are White & Co Financial Planning Inc (8.3%), Arnold Financial Planning LLC (5.3%) and St. Louis Trust Co (4.2%). In their latest 13Fs, 2 managers opened a new position and 18 added to one.
Has Congress traded SCHC?
No member of Congress has disclosed a trade in SCHC.
Who is the largest holder of SCHC?
Among 13F filers, Tiaa-Cref Individual & Institutional Services, LLC reports the largest SCHC position, $215.4M (4,476,230 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is White & Co Financial Planning Inc's: 8.3% of its portfolio.
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