SCHM

SCHWAB STRATEGIC TR

$34.61 ▲ +0.90%

Prev close $34.30

15 New Institutional Positions3 Institutional Exits

Snapshot

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

Inst. Holders

50 funds

Inst. Value

$6.2B

Inst. Activity

15 buys / 3 sells

Price chart 30d -2.2%

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: SCHM — 64.8% short (1.6M / 2.4M)

Short: 1,587,031 | Exempt: 6,489 | TRF Vol: 2,449,266 | Short Ratio: 64.8% | Off-exchange volume (da

Jun 30, 2026 Inst.

JONES FINANCIAL COMPANIES LLLP — ADD

7,349,241 shares ($266.2M)

Jun 30, 2026 Inst.

CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD

1,636,994 shares ($60.4M)

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: SCHM — 64.8% short (1.6M / 2.4M)

Short: 1,587,031 | Exempt: 6,489 | TRF Vol: 2,449,266 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: SCHM — 71.7% short (1.8M / 2.5M)

Short: 1,811,014 | Exempt: 3,680 | TRF Vol: 2,527,555 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)

Sep 29, 2026

short_volume

Short Volume: SCHM — 69.9% short (1.6M / 2.4M)

Short: 1,644,573 | Exempt: 1,055 | TRF Vol: 2,352,967 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)

Sep 28, 2026

short_volume

Short Volume: SCHM — 74.4% short (1.0M / 1.3M)

Short: 986,252 | Exempt: 0 | TRF Vol: 1,324,739 | Short Ratio: 74.4% | Off-exchange volume (dark pool + OTC)

Sep 24, 2026

short_volume

Short Volume: SCHM — 56.5% short (1.0M / 1.7M)

Short: 956,138 | Exempt: 0 | TRF Vol: 1,692,716 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)

Institutional ownership

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

50 institutional holders with $6.2B total value (168,263,785 shares) as of 2026-Q2. Top holders: Financial, Creative, NORTHWESTERN. Net buying activity: 15 institutions added/increased vs 3 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
Financial Engines Advisors L.L.C.	51,767,947	$1.9B	30.9%	—
Creative Planning	29,016,208	$1.1B	17.3%	—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12,568,632	$463.4M	7.5%	—
MONETA GROUP INVESTMENT ADVISORS LLC	11,767,147	$433.9M	7.0%	—
JONES FINANCIAL COMPANIES LLLP	7,349,241	$266.2M	4.3%	ADD +53.4%
HighTower Advisors, LLC	6,149,219	$226.7M	3.7%	—
Cerity Partners LLC	5,729,822	$198.5M	3.2%	—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3,315,880	$118.7M	1.9%	TRIM -40.5%
Savant Capital, LLC	3,231,643	$114.6M	1.9%	—
Mariner, LLC	2,627,084	$96.9M	1.6%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
JONES FINANCIAL COMPANIES LLLP	ADD	4,791,027	7,349,241	+53.4%	$266.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	ADD	1,184,730	1,636,994	+38.2%	$60.4M
Focus Partners Wealth	ADD	840,847	1,131,309	+34.5%	$41.7M
BlackRock, Inc.	ADD	609,081	887,355	+45.7%	$32.7M
Kestra Advisory Services, LLC	DOUBLED	144,550	456,059	+215.5%	$16.8M
ROYAL BANK OF CANADA	ADD	168,268	240,968	+43.2%	$8.9M
Quantinno Capital Management LP	ADD	69,542	114,983	+65.3%	$4.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	NEAR_EXIT	383,636	91,305	-76.2%	$3.4M
&PARTNERS	DOUBLED	24,834	54,701	+120.3%	$2.0M
Steward Partners Investment Advisory, LLC	ADD	26,092	33,218	+27.3%	$1.2M

Short interest & halts

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

Shares short

918,004

Settlement Sep 15, 2026

Change vs prior

+11.1%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume