SC
SCHR
SCHWAB STRATEGIC TR
$24.61
-0.12%
No data for this timeframe.
Vol
Inst. Holders50 funds
Inst. Value$8.0B
Inst. Activity10 buys / 4 sells
SEC Reports1
Prev Close $24.64
Recent Activity
Feb 28, 2026
SEC
Three major passive institutions — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their holdings in S
INST-CLUSTER — Impact 7/10
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
4,647,990 shares ($115.8M)
Inst.
Waverly Advisors, LLC — DOUBLED
794,905 shares ($19.8M)
Jun 12, 2026
short_volume
Short Volume: SCHR — 71.4% short (1.1M / 1.6M)
Short: 1,130,802 | Exempt: 0 | TRF Vol: 1,584,707 | Short Ratio: 71.4% | Off-exchange volume (dark p
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $6.2B | — |
| ROYAL BANK OF CANADA | $431.8M | — |
| AMERIPRISE FINANCIAL INC | $333.3M | — |
| STIFEL FINANCIAL CORP | $189.9M | — |
| BANK OF AMERICA CORP | $154.2M | — |
50 institutional holders with $8.0B total value (322,714,468 shares) as of 2026-Q1. Top holders: CHARLES, ROYAL, AMERIPRISE. Net buying activity: 10 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 249,546,261 | $6.2B | 77.3% | — |
| 2 | ROYAL BANK OF CANADA | 17,334,539 | $431.8M | 5.4% | — |
| 3 | AMERIPRISE FINANCIAL INC | 13,376,054 | $333.3M | 4.1% | — |
| 4 | STIFEL FINANCIAL CORP | 7,622,548 | $189.9M | 2.4% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 6,189,094 | $154.2M | 1.9% | — |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 4,647,990 | $115.8M | 1.4% | ADD +36.0% |
| 7 | EXCHANGE TRADED CONCEPTS, LLC | 4,217,002 | $105.0M | 1.3% | ADD +46.6% |
| 8 | STATE STREET CORP | 2,900,000 | $72.2M | 0.9% | — |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,584,356 | $64.2M | 0.8% | — |
| 10 | Cerity Partners LLC | 1,928,715 | $48.0M | 0.6% | ADD +74.6% |
| 11 | MORGAN STANLEY | 1,810,702 | $45.1M | 0.6% | ADD +30.1% |
| 12 | Baird Financial Group, Inc. | 1,445,430 | $36.0M | 0.4% | — |
| 13 | WELLS FARGO & COMPANY/MN | 1,431,580 | $35.7M | 0.4% | — |
| 14 | JONES FINANCIAL COMPANIES LLLP | 924,447 | $22.9M | 0.3% | — |
| 15 | Allworth Financial LP | 889,163 | $22.1M | 0.3% | — |
| 16 | Waverly Advisors, LLC | 794,905 | $19.8M | 0.2% | DOUBLED +1269.1% |
| 17 | FRANKLIN RESOURCES INC | 539,264 | $13.4M | 0.2% | — |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 535,247 | $13.3M | 0.2% | ADD +41.1% |
| 19 | BANK OF MONTREAL /CAN/ | 521,716 | $13.0M | 0.2% | ADD +27.6% |
| 20 | Vident Advisory, LLC | 429,773 | $10.7M | 0.1% | ADD +67.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | ADD | 3,418,635 | 4,647,990 | +36.0% | $115.8M | 2026-Q1 |
| Waverly Advisors, LLC | DOUBLED | 58,061 | 794,905 | +1269.1% | $19.8M | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 379,249 | 535,247 | +41.1% | $13.3M | 2026-Q1 |
| BlackRock, Inc. | TRIM | 528,917 | 392,143 | -25.9% | $9.8M | 2026-Q1 |
| Mariner, LLC | ADD | 252,143 | 344,634 | +36.7% | $8.6M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 182,823 | 245,471 | +34.3% | $6.1M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 45,000 | 129,700 | +188.2% | $3.2M | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | DOUBLED | 44,874 | 113,664 | +153.3% | $2.8M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,417 | 92,156 | +6403.6% | $2.3M | 2026-Q1 |
| HighTower Advisors, LLC | TRIM | 171,110 | 86,864 | -49.2% | $2.2M | 2026-Q1 |
| COMMERCE BANK | ADD | 40,386 | 58,073 | +43.8% | $1.4M | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. | TRIM | 44,036 | 30,331 | -31.1% | $755.5K | 2026-Q1 |
| FMR LLC | ADD | 19,268 | 24,452 | +26.9% | $609.1K | 2026-Q1 |
| Rockefeller Capital Management L.P. | TRIM | 11,708 | 8,532 | -27.1% | $212.5K | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 2,749,387 | 4,029,634 | +46.6% | $101.1M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,342,854 | 1,747,388 | +30.1% | $43.8M | 2025-Q4 |
| BANK OF MONTREAL /CAN/ | ADD | 388,339 | 495,510 | +27.6% | $12.4M | 2025-Q4 |
| CAPTRUST FINANCIAL ADVISORS | DOUBLED | 45,294 | 182,823 | +303.6% | $4.6M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 153,900 | 45,000 | -70.8% | $1.1M | 2025-Q4 |
| Envestnet Portfolio Solutions, Inc. | ADD | 32,096 | 44,036 | +37.2% | $1.1M | 2025-Q4 |
| Corient Private Wealth LLC | ADD | 31,634 | 42,996 | +35.9% | $1.1M | 2025-Q4 |
| FMR LLC | ADD | 10,916 | 19,268 | +76.5% | $483.2K | 2025-Q4 |
| Orion Porfolio Solutions, LLC | ADD | 9,420 | 14,922 | +58.4% | $374.2K | 2025-Q4 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 3,305 | 11,383 | +244.4% | $285.5K | 2025-Q4 |
| Aptus Capital Advisors, LLC | TRIM | 6,343 | 2,328 | -63.3% | $58.4K | 2025-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
No analyst rating data available yet. Consensus ratings and individual firm actions are collected periodically from financial data providers.
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 12, 2026
short_volume
Short Volume: SCHR — 71.4% short (1.1M / 1.6M)
Short: 1,130,802 | Exempt: 0 | TRF Vol: 1,584,707 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: SCHR — 65.7% short (1.2M / 1.9M)
Short: 1,229,949 | Exempt: 5,193 | TRF Vol: 1,871,826 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: SCHR — 67.1% short (1.0M / 1.6M)
Short: 1,044,096 | Exempt: 0 | TRF Vol: 1,555,269 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: SCHR — 64.4% short (1.0M / 1.5M)
Short: 994,483 | Exempt: 9,942 | TRF Vol: 1,543,702 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SCHR — 62.5% short (0.8M / 1.3M)
Short: 839,849 | Exempt: 0 | TRF Vol: 1,343,548 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SCHR — 69.1% short (1.8M / 2.6M)
Short: 1,828,725 | Exempt: 0 | TRF Vol: 2,645,137 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: SCHR — 70.1% short (1.0M / 1.4M)
Short: 955,758 | Exempt: 172 | TRF Vol: 1,363,065 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: SCHR — 60.0% short (1.0M / 1.7M)
Short: 1,043,745 | Exempt: 131 | TRF Vol: 1,738,211 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SCHR — 70.4% short (1.1M / 1.6M)
Short: 1,147,217 | Exempt: 0 | TRF Vol: 1,630,098 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SCHR — 65.4% short (1.4M / 2.2M)
Short: 1,423,564 | Exempt: 0 | TRF Vol: 2,177,857 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SCHR — 55.3% short (1.5M / 2.7M)
Short: 1,492,989 | Exempt: 0 | TRF Vol: 2,700,246 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: SCHR — 58.7% short (1.0M / 1.8M)
Short: 1,029,993 | Exempt: 14,716 | TRF Vol: 1,755,372 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: SCHR — 2.4M shares, 2,521 trades
Week starting 2026-05-18. Total ATS volume: 2,425,646 shares across 2,521 trades.
May 15, 2026
short_volume
Short Volume: SCHR — 63.8% short (1.2M / 1.9M)
Short: 1,180,738 | Exempt: 100 | TRF Vol: 1,850,863 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: SCHR — 60.2% short (0.8M / 1.4M)
Short: 815,161 | Exempt: 23 | TRF Vol: 1,354,376 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)