FNDA: Schwab Strategic Tr insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
489 institutions reported holding $7.04B of Schwab Strategic Tr on Form 13F (478 the quarter before). 43 opened a new position and 27 sold out. Shares held by institutions: -18%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137,214,468 | $5.22B |
| WADDELL & ASSOCIATES, LLC | 2,896,380 | $110.24M |
| Boulay Financial Advisors, LLC | 2,689,045 | $102.35M |
| Steele Capital Management, Inc. | 2,176,267 | $82.83M |
| Prairiewood Capital, LLC | 2,088,254 | $79.48M |
| Clearstead Advisors, LLC | 1,971,498 | $75.04M |
| UBS Group AG | 1,495,260 | $56.91M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,444,411 | $54.97M |
| MOLLER WEALTH PARTNERS | 1,229,114 | $46.78M |
| Riverpoint Wealth Management Holdings, LLC | 1,174,381 | $44.70M |
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