SCHO · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHO)
Who is buying and selling SCHO: 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
- 215
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHO at a glance
- No open-market insider purchases or sales of SCHO were filed in the last 90 days.
- 215 13F filers hold SCHO among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are Holcombe Financial, Inc. (13.7%), Access Financial Services, Inc. (11.1%) and Clear Retirement Advice LLC (11.1%). In their latest 13Fs, 3 managers opened a new position and 67 added to one.
- No member of Congress has disclosed a trade in SCHO.
SCHO insider trading
No open-market insider purchases or sales of SCHO were filed in the last 90 days.
Who owns SCHO? Hedge funds and superinvestors
215 13F filers hold SCHO among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are Holcombe Financial, Inc. (13.7%), Access Financial Services, Inc. (11.1%) and Clear Retirement Advice LLC (11.1%). In their latest 13Fs, 3 managers opened a new position and 67 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sei Investments CoBroker-dealer | 0.4% | $419.8M | 17,389,099 | +3.9% shares | Q2 2026 |
| MCF Advisors LLCWealth manager | 4.4% | $123.7M | 5,182,587 | +16.9% shares | Q3 2026 |
| Moisand Fitzgerald Tamayo, LLCWealth manager | 10.6% | $105.3M | 4,412,615 | +8.1% shares | Q3 2026 |
| Bangor Savings BankBank & trust | 5.0% | $66.0M | 2,768,028 | +0.3% shares | Q3 2026 |
| Midwest Trust CoBank & trust | 0.7% | $61.1M | 2,560,505 | +1.1% shares | Q3 2026 |
| LVW Advisors, LLCWealth manager | 4.9% | $57.5M | 2,411,339 | +10.5% shares | Q3 2026 |
| Fiduciary Financial Group, LLCWealth manager | 6.6% | $56.2M | 2,355,066 | +2.2% shares | Q3 2026 |
| TruNorth Capital Management, LLCWealth manager | 8.3% | $53.4M | 2,236,620 | +5.9% shares | Q3 2026 |
| RMR Wealth BuildersWealth manager | 2.7% | $46.6M | 1,954,478 | +18.4% shares | Q3 2026 |
| FLC Capital AdvisorsWealth manager | 7.4% | $45.0M | 1,862,911 | +8.4% shares | Q2 2026 |
| High Probability Advisors, LLCWealth manager | 4.9% | $43.9M | 1,839,651 | +4.6% shares | Q3 2026 |
| Stephens Group Asset Management, LLCWealth manager | 2.3% | $40.9M | 1,712,575 | +6.2% shares | Q3 2026 |
| MassMutual Private Wealth & Trust, FSBWealth manager | 1.1% | $40.5M | 1,695,337 | -0.1% shares | Q3 2026 |
| Morningstar Investment Management LLCAsset manager | 2.4% | $39.2M | 1,613,491 | +0.0% shares | Q2 2026 |
| Willis Johnson & Associates, Inc.Investment manager | 2.2% | $38.9M | 1,610,643 | +10.5% shares | Q2 2026 |
| Leavell Investment Management, Inc.Wealth manager | 1.3% | $34.3M | 1,420,725 | +4.1% shares | Q2 2026 |
| Access Financial Services, Inc.Wealth manager | 11.1% | $33.8M | 1,399,521 | +1.1% shares | Q2 2026 |
| United Capital Management of KS, Inc.Hedge fund | 3.8% | $29.2M | 1,208,778 | +3.0% shares | Q2 2026 |
| Mbm Wealth Consultants, LLCWealth manager | 5.2% | $28.6M | 1,200,012 | +8.1% shares | Q3 2026 |
| Passive Capital Management, LLC.Wealth manager | 8.9% | $28.4M | 1,166,284 | -5.5% shares | Q2 2026 |
| Avior Wealth Management, LLCWealth manager | 0.7% | $27.2M | 1,138,810 | +5.1% shares | Q3 2026 |
| Charles Schwab Trust CoBank & trust | 1.5% | $25.8M | 1,083,293 | -4.9% shares | Q3 2026 |
| Holcombe Financial, Inc.Wealth manager | 13.7% | $24.8M | 1,040,555 | +1.5% shares | Q3 2026 |
| Galvin, Gaustad & Stein, LLCWealth manager | 1.7% | $22.6M | 949,186 | -1.7% shares | Q3 2026 |
| Black Diamond Financial, LLCWealth manager | 1.9% | $22.4M | 940,565 | +14.4% shares | Q3 2026 |
| Alesco Advisors, LLC, An ESL CoInstitutional asset manager | 0.5% | $22.2M | 921,015 | +22.4% shares | Q2 2026 |
| Journey Advisory Group, LLCWealth manager | 1.7% | $21.7M | 900,961 | +4.8% shares | Q2 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 0.4% | $21.5M | 891,421 | -26.2% shares | Q2 2026 |
| Ballast Advisors LLCWealth manager | 5.0% | $21.0M | 870,406 | — | Q2 2026 |
| Courage Miller Partners, LLCWealth manager | 5.5% | $20.7M | 867,904 | +2.0% shares | Q3 2026 |
The 30 largest of 215 positions, by value. Each manager counts with its latest 13F (Q3 2026: 117, Q2 2026: 92, Q1 2026: 6). Screen SCHO in the grand portfolio →
SCHO stock trades by members of Congress
No member of Congress has disclosed a trade in SCHO.
SCHO questions and answers
Are insiders buying SCHO stock?
No open-market insider purchases or sales of SCHO were filed in the last 90 days.
Which hedge funds own SCHO?
215 13F filers hold SCHO among their 50 largest positions, worth $2.5B combined. The biggest bets by portfolio weight are Holcombe Financial, Inc. (13.7%), Access Financial Services, Inc. (11.1%) and Clear Retirement Advice LLC (11.1%). In their latest 13Fs, 3 managers opened a new position and 67 added to one.
Has Congress traded SCHO?
No member of Congress has disclosed a trade in SCHO.
Who is the largest holder of SCHO?
Among 13F filers, Sei Investments Co reports the largest SCHO position, $419.8M (17,389,099 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Holcombe Financial, Inc.'s: 13.7% of its portfolio.
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