SCHR · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHR)
Who is buying and selling SCHR: 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
- 133
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHR at a glance
- No open-market insider purchases or sales of SCHR were filed in the last 90 days.
- 133 13F filers hold SCHR among their 50 largest positions, worth $8.1B combined. The biggest bets by portfolio weight are Cornerstone Wealth Advisors, Inc. (21.3%), HC Advisors, LLC (13.5%) and Beacon Wealthcare LLC (10.9%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
- No member of Congress has disclosed a trade in SCHR.
SCHR insider trading
No open-market insider purchases or sales of SCHR were filed in the last 90 days.
Who owns SCHR? Hedge funds and superinvestors
133 13F filers hold SCHR among their 50 largest positions, worth $8.1B combined. The biggest bets by portfolio weight are Cornerstone Wealth Advisors, Inc. (21.3%), HC Advisors, LLC (13.5%) and Beacon Wealthcare LLC (10.9%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Charles Schwab Investment Management IncMutual fund manager | 0.9% | $6.5B | 263,437,179 | +5.6% shares | Q2 2026 |
| Exchange Traded Concepts, LLCMutual fund manager | 0.5% | $119.9M | 5,059,782 | +4.1% shares | Q3 2026 |
| Moisand Fitzgerald Tamayo, LLCWealth manager | 10.6% | $105.0M | 4,430,741 | +8.7% shares | Q3 2026 |
| Cornerstone Wealth Advisors, Inc.Wealth manager | 21.3% | $101.4M | 4,279,824 | +3.9% shares | Q3 2026 |
| Empowered Funds, LLCMutual fund manager | 0.4% | $70.3M | 2,862,224 | — | Q2 2026 |
| Crane Advisory, LLCWealth manager | 9.4% | $66.5M | 2,813,141 | -1.1% shares | Q3 2026 |
| Avidian Wealth Enterprises, LLCWealth manager | 1.7% | $59.9M | 2,528,415 | +3.2% shares | Q3 2026 |
| Clearstead Advisors, LLCWealth manager | 0.5% | $51.2M | 2,077,660 | +6.3% shares | Q2 2026 |
| FLC Capital AdvisorsWealth manager | 7.2% | $44.1M | 1,788,067 | +10.0% shares | Q2 2026 |
| Resonant Capital Advisors, LLCWealth manager | 2.0% | $42.3M | 1,783,860 | -33.9% shares | Q3 2026 |
| High Probability Advisors, LLCWealth manager | 4.6% | $40.6M | 1,713,565 | +8.8% shares | Q3 2026 |
| Advisory Alpha, LLCWealth manager | 0.9% | $37.7M | 1,527,811 | -0.2% shares | Q2 2026 |
| Foster & Motley IncWealth manager | 1.6% | $34.7M | 1,408,799 | +23.4% shares | Q2 2026 |
| Beacon Wealthcare LLCWealth manager | 10.9% | $34.4M | 1,449,762 | +0.8% shares | Q3 2026 |
| Hapanowicz & Associates Financial Services, IncWealth manager | 10.4% | $33.7M | 1,420,787 | +1.7% shares | Q3 2026 |
| WestHill Financial Advisors, Inc.Wealth manager | 5.5% | $32.9M | 1,388,580 | +7.6% shares | Q3 2026 |
| Pacific Sage Partners, LLCWealth manager | 4.1% | $30.3M | 1,277,551 | -66.7% shares | Q3 2026 |
| First National Trust CoBank & trust | 1.0% | $29.0M | 1,224,924 | -0.6% shares | Q3 2026 |
| Galvin, Gaustad & Stein, LLCWealth manager | 2.0% | $26.1M | 1,103,037 | -1.0% shares | Q3 2026 |
| Your Advocates Ltd., LLPWealth manager | 7.5% | $26.1M | 1,059,412 | +5.6% shares | Q2 2026 |
| Tradition Wealth Management, LLCWealth manager | 1.4% | $23.6M | 956,897 | +5.2% shares | Q2 2026 |
| HC Advisors, LLCWealth manager | 13.5% | $22.2M | 899,393 | -0.0% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 1.0% | $19.9M | 840,645 | +29.9% shares | Q3 2026 |
| Downshift Financial, LLCWealth manager | 8.7% | $19.7M | 829,751 | +14.2% shares | Q3 2026 |
| Morton Brown Family Wealth, LLCWealth manager | 4.1% | $18.5M | 781,573 | +2.4% shares | Q3 2026 |
| SWS PartnersWealth manager | 4.0% | $18.4M | 776,028 | +5.4% shares | Q3 2026 |
| Altiora Financial Group, LLCWealth manager | 2.7% | $17.0M | 687,514 | +5.3% shares | Q2 2026 |
| Walker Financial Services, Inc.Wealth manager | 4.6% | $15.8M | 665,690 | +11.4% shares | Q3 2026 |
| WorthPointe, LLCWealth manager | 3.5% | $14.0M | 569,571 | +2.3% shares | Q2 2026 |
| Clarity Wealth Development LLCWealth manager | 7.7% | $13.7M | 578,540 | +15.2% shares | Q3 2026 |
The 30 largest of 133 positions, by value. Each manager counts with its latest 13F (Q3 2026: 73, Q2 2026: 58, Q1 2026: 2). Screen SCHR in the grand portfolio →
SCHR stock trades by members of Congress
No member of Congress has disclosed a trade in SCHR.
SCHR questions and answers
Are insiders buying SCHR stock?
No open-market insider purchases or sales of SCHR were filed in the last 90 days.
Which hedge funds own SCHR?
133 13F filers hold SCHR among their 50 largest positions, worth $8.1B combined. The biggest bets by portfolio weight are Cornerstone Wealth Advisors, Inc. (21.3%), HC Advisors, LLC (13.5%) and Beacon Wealthcare LLC (10.9%). In their latest 13Fs, 1 manager opened a new position and 41 added to one.
Has Congress traded SCHR?
No member of Congress has disclosed a trade in SCHR.
Who is the largest holder of SCHR?
Among 13F filers, Charles Schwab Investment Management Inc reports the largest SCHR position, $6.5B (263,437,179 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cornerstone Wealth Advisors, Inc.'s: 21.3% of its portfolio.
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