$SCHD is held by 29 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 6.74%, with an average of 0.62% of portfolio. Largest holder: Certior Financial Group, LLC at 6.74%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SCHWAB STRATEGIC TR
13F holders
1,972
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,972 · Source: 13F-HR01
Wilmington Savings Fund Society, FSB
—
—
02
Rakuten Investment Management, Inc.
—
—
03
Forefront Wealth Partners, LLC
—
—
04
Sheaff Brock Investment Advisors, LLC
—
—
05
Evensky & Katz LLC
—
—
06
State Farm Mutual Automobile Insurance Co.
—
—
07
FengHe Fund Management Pte. Ltd.
—
—
08
Marquette Asset Management, LLC
—
—
09
1834 Investment Advisors Co.
—
—
10
Genesis Wealth Advisors, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
29 holders · Q1 202601
Certior Financial Group, LLC
6.74% NEW
α +11.1pts
02
MFA Wealth Services
4.11% NEW
α +16.2pts
03
TRUE Private Wealth Advisors
1.35% NEW
α +23.4pts
04
Barnett & Company, Inc.
0.80% NEW
α +12.6pts
05
Fiduciary Alliance LLC
0.71% held
α +16.8pts
06
Venture Visionary Partners LLC
0.70% NEW
α +10.3pts
07
Hamel Associates, Inc.
0.58% NEW
α +12.3pts
08
Costello Asset Management, INC
0.49% held
α +14.3pts
09
Independent Solutions Wealth Management, LLC
0.47% NEW
α +19.1pts
10
Pittenger & Anderson Inc.
0.35% NEW
α +21.3pts
11
Ted Buchan & Co
0.29% NEW
α +13.2pts
12
ProVise Management Group, LLC
0.23% NEW
α +11.2pts
13
GM Advisory Group, LLC
0.20% held
α +16.5pts
14
Focused Wealth Management, Inc
0.15% NEW
α +19.2pts
15
Walkner Condon Financial Advisors LLC
0.14% NEW
α +23.7pts
16
Principal Securities, Inc.
0.08% held
α +21.3pts
17
RFG Advisory, LLC
0.08% held
α +16.2pts
18
D L Carlson Investment Group Inc.
0.08% held
α +17.7pts
19
Choate Investment Advisors
0.06% held
α +13.8pts
20
Cypress Capital Group
0.05% held
α +12.6pts
21
Svb Wealth LLC
0.05% held
α +29.6pts
22
Bradley Foster & Sargent INC
0.04% held
α +11.1pts
23
Johnson Financial Group, Inc.
0.03% held
α +14.7pts
24
Fulton Bank, N.a.
0.03% held
α +23.8pts
25
Linscomb Wealth, Inc.
0.02% held
α +32.6pts
26
Mountain Hill Investment Partners Corp.
0.02% held
α +15.0pts
27
Citigroup Inc.
0.01% held
α +26.3pts
28
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
29
Scopia Capital Management LP
0.00% held
α +10.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SCHD in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SCHD in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SCHD lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SCHD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 07:04 UTC.