SCHX

SCHWAB STRATEGIC TR

$30.34 ▲ +0.83%

Prev close $30.09

14 New Institutional Positions8 Institutional Exits

Snapshot

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

Inst. Holders

50 funds

Inst. Value

$18.2B

Inst. Activity

14 buys / 8 sells

Price chart 30d +0.7%

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: SCHX — 58.8% short (4.8M / 8.1M)

Short: 4,753,288 | Exempt: 19,276 | TRF Vol: 8,081,398 | Short Ratio: 58.8% | Off-exchange volume (d

Jun 30, 2026 Inst.

JONES FINANCIAL COMPANIES LLLP — ADD

4,524,404 shares ($130.4M)

Jun 30, 2026 Inst.

Integrated Wealth Concepts LLC — ADD

4,400,316 shares ($129.5M)

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: SCHX — 58.8% short (4.8M / 8.1M)

Short: 4,753,288 | Exempt: 19,276 | TRF Vol: 8,081,398 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)

Sep 29, 2026

short_volume

Short Volume: SCHX — 57.3% short (3.2M / 5.6M)

Short: 3,210,338 | Exempt: 4,952 | TRF Vol: 5,599,687 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)

Sep 28, 2026

short_volume

Short Volume: SCHX — 55.8% short (4.4M / 7.9M)

Short: 4,430,492 | Exempt: 12,694 | TRF Vol: 7,942,971 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)

Sep 23, 2026

short_volume

Short Volume: SCHX — 58.1% short (3.7M / 6.4M)

Short: 3,724,734 | Exempt: 5,563 | TRF Vol: 6,412,914 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)

Sep 22, 2026

short_volume

Short Volume: SCHX — 64.7% short (3.7M / 5.7M)

Short: 3,716,876 | Exempt: 36,986 | TRF Vol: 5,747,285 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)

Institutional ownership

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

50 institutional holders with $18.2B total value (619,095,555 shares) as of 2026-Q2. Top holders: US, Creative, MONETA. Net buying activity: 14 institutions added/increased vs 8 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
US BANCORP \DE\	172,215,422	$5.1B	27.8%	TRIM -27.9%
Creative Planning	81,513,814	$2.4B	13.2%	—
MONETA GROUP INVESTMENT ADVISORS LLC	38,698,661	$1.1B	6.3%	—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	37,819,350	$1.1B	6.1%	—
SEI INVESTMENTS CO	32,299,151	$950.6M	5.2%	—
CAPTRUST FINANCIAL ADVISORS	20,363,006	$599.3M	3.3%	—
Cerity Partners LLC	18,504,081	$544.6M	3.0%	—
HighTower Advisors, LLC	13,950,292	$410.6M	2.3%	—
Jupiter Topco LLC	12,782,146	$376.2M	2.1%	—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11,231,423	$334.0M	1.8%	TRIM -42.3%

Recent position changes

Fund	Action	Prev	Current	Change	Value
JONES FINANCIAL COMPANIES LLLP	ADD	3,356,239	4,524,404	+34.8%	$130.4M
Integrated Wealth Concepts LLC	ADD	3,487,726	4,400,316	+26.2%	$129.5M
BlackRock, Inc.	ADD	3,196,324	4,231,409	+32.4%	$124.5M
GOLDMAN SACHS GROUP INC	ADD	1,125,275	1,581,714	+40.6%	$46.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	TRIM	1,900,806	1,253,083	-34.1%	$36.9M
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	85,300	787,200	+822.9%	$23.2M
MML INVESTORS SERVICES, LLC	ADD	463,946	675,879	+45.7%	$19.9M
Equitable Holdings, Inc.	ADD	472,233	640,469	+35.6%	$18.8M
NATIONAL BANK OF CANADA /FI/	NEW	—	629,517	—	$18.5M
Arax Advisory Partners	DOUBLED	73,853	427,521	+478.9%	$12.6M

Short interest & halts

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

Shares short

1,496,064

Settlement Sep 15, 2026

Change vs prior

-25.3%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume