SCHWAB STRATEGIC TR

$SCHQ
13F holders
116
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 116 · Source: 13F-HR
01
Marquette Asset Management, LLC
02
Taconic Capital Advisors LP
03
RP Management, LLC
04
Cerity Partners LLC
05
Midwestern Financial, LLC
06
State Farm Mutual Automobile Insurance Co.
07
Hoertkorn Richard Charles
08
Banyan Capital Management, Inc.
09
Carolina Wealth Advisors, LLC
10
Werba Rubin Papier Wealth Management

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.

See all 116 13F holders · Pro →

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $SCHQ. The institutional holders table below shows the broader 13F picture.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SCHQ in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHQ in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $SCHQ lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $SCHQ — 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 14:59 UTC.