SCHG · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHG)
Who is buying and selling SCHG: 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
- 656
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHG at a glance
- No open-market insider purchases or sales of SCHG were filed in the last 90 days.
- 656 13F filers hold SCHG among their 50 largest positions, worth $24.9B combined, including Steven Check. The biggest bets by portfolio weight are Hrc Wealth Management, LLC (31.8%), Affinity Wealth LLC (30.2%) and Northern Capital Management, Inc. (25.7%). In their latest 13Fs, 2 managers opened a new position and 116 added to one.
- No member of Congress has disclosed a trade in SCHG.
SCHG insider trading
No open-market insider purchases or sales of SCHG were filed in the last 90 days.
Who owns SCHG? Hedge funds and superinvestors
656 13F filers hold SCHG among their 50 largest positions, worth $24.9B combined, including Steven Check. The biggest bets by portfolio weight are Hrc Wealth Management, LLC (31.8%), Affinity Wealth LLC (30.2%) and Northern Capital Management, Inc. (25.7%). In their latest 13Fs, 2 managers opened a new position and 116 added to one.
Superinvestors holding SCHG: Steven Check 0.0%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Charles Schwab Investment Management IncMutual fund manager | 0.5% | $4.1B | 121,984,901 | — | Q2 2026 |
| Envestnet Asset Management IncWealth manager | 0.5% | $2.1B | 61,784,989 | -4.2% shares | Q2 2026 |
| Sei Investments CoBroker-dealer | 1.4% | $1.6B | 47,660,218 | +0.2% shares | Q2 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 2.4% | $1.3B | 39,212,098 | +15.0% shares | Q2 2026 |
| Mariner, LLCWealth manager | 0.7% | $653.4M | 19,308,603 | -2.3% shares | Q2 2026 |
| Cetera Investment AdvisersWealth manager | 0.6% | $644.2M | 19,036,117 | +6.0% shares | Q2 2026 |
| Osaic Holdings, Inc.Investment manager | 0.7% | $622.6M | 18,396,878 | +1.1% shares | Q2 2026 |
| Vantagepoint Investment Advisers LLCHedge fund | 4.3% | $564.1M | 15,701,296 | -8.0% shares | Q3 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 12.6% | $506.0M | 14,951,817 | -0.5% shares | Q2 2026 |
| Fund Evaluation Group, LLCInstitutional asset manager | 13.4% | $495.7M | 14,648,669 | +37.1% shares | Q2 2026 |
| Mml Investors Services, LLCWealth manager | 0.7% | $366.9M | 10,841,383 | +19.5% shares | Q2 2026 |
| Mather Group, LLC.Wealth manager | 3.0% | $353.9M | 9,850,802 | -24.3% shares | Q3 2026 |
| McAdam, LLCWealth manager | 11.7% | $311.7M | 8,676,090 | +1.6% shares | Q3 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 2.2% | $263.1M | 7,776,295 | +3.9% shares | Q2 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 1.1% | $228.2M | 6,744,828 | +0.7% shares | Q2 2026 |
| Moneta Group Investment Advisors LLCWealth manager | 1.7% | $225.5M | 6,662,859 | +3.6% shares | Q2 2026 |
| Cwm, LLCWealth manager | 0.6% | $209.9M | 7,205,154 | -3.4% shares | Q1 2026 |
| RMG Wealth Management LLCWealth manager | 21.3% | $206.2M | 5,903,196 | +0.5% shares | Q3 2026 |
| Thrive Wealth Management, LLCWealth manager | 24.7% | $195.8M | 5,450,080 | +0.4% shares | Q3 2026 |
| Focus Financial Network, Inc.Wealth manager | 4.8% | $157.1M | 4,371,875 | +0.2% shares | Q3 2026 |
| Marquette Asset Management, LLCWealth manager | 20.3% | $154.5M | 4,298,748 | +0.1% shares | Q3 2026 |
| Clark Capital Management Group, Inc.Wealth manager | 0.8% | $152.0M | 4,491,439 | -2.7% shares | Q2 2026 |
| Golden Reserve Retirement LLCWealth manager | 22.6% | $143.8M | 4,249,804 | +4.6% shares | Q2 2026 |
| Park Avenue Securities LLCWealth manager | 0.8% | $135.7M | 3,777,527 | +8.2% shares | Q3 2026 |
| Krilogy Financial LLCWealth manager | 3.6% | $131.2M | 3,586,495 | -4.2% shares | Q3 2026 |
| HHM Wealth Advisors, LLCWealth manager | 12.7% | $126.2M | 3,728,072 | +3.7% shares | Q2 2026 |
| Waverly Advisors, LLCWealth manager | 0.7% | $123.9M | 3,660,774 | +4.1% shares | Q2 2026 |
| Gemmer Asset Management LLCWealth manager | 7.7% | $118.1M | 3,288,196 | +6.0% shares | Q3 2026 |
| Rainey & Randall Wealth Advisors Inc.Wealth manager | 16.1% | $112.5M | 3,131,479 | +0.2% shares | Q3 2026 |
| Legacy Financial Strategies, LLCWealth manager | 17.6% | $108.2M | 3,010,389 | +2.5% shares | Q3 2026 |
The 30 largest of 656 positions, by value. Each manager counts with its latest 13F (Q3 2026: 349, Q2 2026: 298, Q1 2026: 9). Screen SCHG in the grand portfolio →
SCHG stock trades by members of Congress
No member of Congress has disclosed a trade in SCHG.
Analysis mentioning SCHG
Posts from the blog that cover Schwab Strategic Tr, newest first.
SCHG questions and answers
Are insiders buying SCHG stock?
No open-market insider purchases or sales of SCHG were filed in the last 90 days.
Which hedge funds own SCHG?
656 13F filers hold SCHG among their 50 largest positions, worth $24.9B combined, including Steven Check. The biggest bets by portfolio weight are Hrc Wealth Management, LLC (31.8%), Affinity Wealth LLC (30.2%) and Northern Capital Management, Inc. (25.7%). In their latest 13Fs, 2 managers opened a new position and 116 added to one.
Has Congress traded SCHG?
No member of Congress has disclosed a trade in SCHG.
Who is the largest holder of SCHG?
Among 13F filers, Charles Schwab Investment Management Inc reports the largest SCHG position, $4.1B (121,984,901 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Hrc Wealth Management, LLC's: 31.8% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.