SCHE

SCHWAB STRATEGIC TR

$36.47 ▲ +0.55%

Prev close $36.27

19 New Institutional Positions8 Institutional Exits

Snapshot

The big-picture read on SCHE right now — valuation, ownership and activity at a glance.

Inst. Holders

50 funds

Inst. Value

$3.3B

Inst. Activity

19 buys / 8 sells

Price chart 30d -1.8%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: SCHE — 67.4% short (1.5M / 2.2M)

Short: 1,508,734 | Exempt: 44 | TRF Vol: 2,237,451 | Short Ratio: 67.4% | Off-exchange volume (dark

Jun 30, 2026 Inst.

Rakuten Investment Management, Inc. — TRIM

2,945,288 shares ($105.9M)

Jun 30, 2026 Inst.

Focus Partners Wealth — ADD

682,534 shares ($24.7M)

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: SCHE — 67.4% short (1.5M / 2.2M)

Short: 1,508,734 | Exempt: 44 | TRF Vol: 2,237,451 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: SCHE — 60.7% short (1.5M / 2.5M)

Short: 1,514,311 | Exempt: 14,223 | TRF Vol: 2,494,200 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)

Sep 29, 2026

short_volume

Short Volume: SCHE — 67.0% short (1.5M / 2.2M)

Short: 1,483,298 | Exempt: 5,429 | TRF Vol: 2,213,622 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)

Sep 28, 2026

short_volume

Short Volume: SCHE — 69.7% short (1.6M / 2.3M)

Short: 1,591,024 | Exempt: 3,619 | TRF Vol: 2,283,644 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)

Sep 25, 2026

short_volume

Short Volume: SCHE — 64.6% short (1.5M / 2.4M)

Short: 1,520,146 | Exempt: 24,093 | TRF Vol: 2,353,235 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)

Institutional ownership

Which big funds own SCHE (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $3.3B total value (91,964,044 shares) as of 2026-Q2. Top holders: Creative, Financial, HighTower. Net buying activity: 19 institutions added/increased vs 8 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
Creative Planning	21,086,695	$764.6M	23.0%	—
Financial Engines Advisors L.L.C.	15,123,069	$548.4M	16.5%	—
HighTower Advisors, LLC	9,474,823	$343.6M	10.3%	—
US BANCORP \DE\	3,415,025	$123.8M	3.7%	TRIM -44.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,178,103	$115.2M	3.5%	—
Rakuten Investment Management, Inc.	2,945,288	$105.9M	3.2%	TRIM -34.4%
JONES FINANCIAL COMPANIES LLLP	2,351,762	$84.1M	2.5%	—
MORGAN STANLEY	2,289,500	$83.0M	2.5%	—
MATHER GROUP, LLC.	2,118,024	$76.8M	2.3%	—
MONETA GROUP INVESTMENT ADVISORS LLC	1,941,101	$70.4M	2.1%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
Rakuten Investment Management, Inc.	TRIM	4,491,206	2,945,288	-34.4%	$105.9M
Focus Partners Wealth	ADD	543,184	682,534	+25.7%	$24.7M
BlackRock, Inc.	ADD	255,699	385,249	+50.7%	$14.0M
LPL Financial LLC	TRIM	491,328	356,824	-27.4%	$12.9M
ZACKS INVESTMENT MANAGEMENT	ADD	179,057	232,125	+29.6%	$8.4M
AMERIPRISE FINANCIAL INC	TRIM	384,988	212,702	-44.8%	$7.7M
Farther Finance Advisors, LLC	ADD	152,464	200,099	+31.2%	$7.3M
GOLDMAN SACHS GROUP INC	DOUBLED	46,662	197,709	+323.7%	$7.2M
NORTHERN TRUST CORP	DOUBLED	35,836	182,361	+408.9%	$6.6M
Quantinno Capital Management LP	ADD	117,395	171,345	+46.0%	$6.2M

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCHE.

Shares short

4,312,610

Settlement Sep 15, 2026

Change vs prior

+16.9%

Semi-monthly cycle

Days to cover

1.5

At avg daily volume