SCHV

SCHWAB STRATEGIC TR

$33.38 ▲ +0.21%

Prev close $33.31

16 New Institutional Positions11 Institutional Exits

Snapshot

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

Inst. Holders

50 funds

Inst. Value

$7.2B

Inst. Activity

16 buys / 11 sells

Price chart 30d -3.3%

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: SCHV — 64.2% short (1.6M / 2.4M)

Short: 1,571,714 | Exempt: 21,720 | TRF Vol: 2,448,043 | Short Ratio: 64.2% | Off-exchange volume (d

Jun 30, 2026 Inst.

ENVESTNET ASSET MANAGEMENT INC — TRIM

12,960,727 shares ($451.2M)

Jun 30, 2026 Inst.

MATHER GROUP, LLC. — TRIM

10,099,022 shares ($351.5M)

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: SCHV — 64.2% short (1.6M / 2.4M)

Short: 1,571,714 | Exempt: 21,720 | TRF Vol: 2,448,043 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: SCHV — 68.6% short (1.6M / 2.3M)

Short: 1,602,140 | Exempt: 4,640 | TRF Vol: 2,336,651 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)

Sep 29, 2026

short_volume

Short Volume: SCHV — 64.8% short (1.4M / 2.2M)

Short: 1,435,172 | Exempt: 2,885 | TRF Vol: 2,213,941 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)

Sep 28, 2026

short_volume

Short Volume: SCHV — 75.4% short (1.7M / 2.3M)

Short: 1,738,085 | Exempt: 4,549 | TRF Vol: 2,305,300 | Short Ratio: 75.4% | Off-exchange volume (dark pool + OTC)

Sep 25, 2026

short_volume

Short Volume: SCHV — 64.4% short (1.1M / 1.8M)

Short: 1,142,559 | Exempt: 5,112 | TRF Vol: 1,773,300 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)

Institutional ownership

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

50 institutional holders with $7.2B total value (207,154,255 shares) as of 2026-Q2. Top holders: Financial, SEI, ENVESTNET. Net buying activity: 16 institutions added/increased vs 11 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
Financial Engines Advisors L.L.C.	46,499,260	$1.6B	22.6%	—
SEI INVESTMENTS CO	45,024,906	$1.6B	21.8%	—
ENVESTNET ASSET MANAGEMENT INC	12,960,727	$451.2M	6.3%	TRIM -29.1%
MATHER GROUP, LLC.	10,099,022	$351.5M	4.9%	TRIM -71.4%
Mariner, LLC	9,144,880	$318.3M	4.4%	—
OSAIC HOLDINGS, INC.	8,912,979	$310.3M	4.3%	—
VANTAGEPOINT INVESTMENT ADVISERS LLC	7,753,808	$269.9M	3.8%	—
Savant Capital, LLC	6,378,613	$208.7M	2.9%	—
MONETA GROUP INVESTMENT ADVISORS LLC	5,291,984	$184.2M	2.6%	—
Beacon Pointe Advisors, LLC	3,917,972	$136.4M	1.9%	DOUBLED +234.3%

Recent position changes

Fund	Action	Prev	Current	Change	Value
ENVESTNET ASSET MANAGEMENT INC	TRIM	18,286,178	12,960,727	-29.1%	$451.2M
MATHER GROUP, LLC.	TRIM	35,341,359	10,099,022	-71.4%	$351.5M
MML INVESTORS SERVICES, LLC	ADD	920,773	1,186,101	+28.8%	$41.3M
Cerity Partners LLC	ADD	1,103,286	1,744,278	+58.1%	$41.0M
Envestnet Portfolio Solutions, Inc.	TRIM	1,165,603	774,931	-33.5%	$27.0M
TUDOR INVESTMENT CORP ET AL	DOUBLED	307,225	667,145	+117.2%	$23.2M
EP Wealth Advisors, LLC	DOUBLED	204,566	572,184	+179.7%	$19.9M
Integrated Wealth Concepts LLC	ADD	256,953	342,263	+33.2%	$11.9M
Pathstone Holdings, LLC	ADD	234,448	322,832	+37.7%	$11.2M
CITADEL ADVISORS LLC	ADD	141,294	281,513	+99.2%	$9.8M

Short interest & halts

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

Shares short

544,207

Settlement Sep 15, 2026

Change vs prior

+303.8%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume