$SCHH is held by 10 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.33%, with an average of 0.13% of portfolio. Largest holder: Interactive Financial Advisors, Inc. at 0.33%. 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
561
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 561 · Source: 13F-HR01
Castlekeep Investment Advisors LLC
—
—
02
Crestline Management, LP
—
—
03
Boreal Capital Management LLC
—
—
04
Leuthold Group, LLC
—
—
05
Marquette Asset Management, LLC
—
—
06
Flossbach Von Storch SE
—
—
07
1834 Investment Advisors Co.
—
—
08
Baltimore-Washington Financial Advisors, Inc.
—
—
09
Tarsadia Capital, LLC
—
—
10
SQN Investors LP
—
—
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
10 holders · Q1 202601
Interactive Financial Advisors, Inc.
0.33% NEW
α +15.2pts
02
Fiduciary Alliance LLC
0.28% held
α +16.8pts
03
Independent Solutions Wealth Management, LLC
0.25% NEW
α +19.1pts
04
Principal Securities, Inc.
0.21% held
α +21.3pts
05
Walkner Condon Financial Advisors LLC
0.09% held
α +23.7pts
06
JTC Employer Solutions Trustee Ltd
0.04% held
α +22.6pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
08
Costello Asset Management, INC
0.00% held
α +14.3pts
09
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
10
Citigroup Inc.
0.00% held
α +26.3pts
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 $SCHH in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SCHH in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SCHH lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SCHH — 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 12:07 UTC.