FNDE: 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)
501 institutions reported holding $7.45B of Schwab Strategic Tr on Form 13F (480 the quarter before). 53 opened a new position and 32 sold out. Shares held by institutions: +1%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 124,010,383 | $4.92B |
| FMR LLC | 14,722,704 | $584.20M |
| MORGAN STANLEY | 4,036,172 | $160.16M |
| BANK OF AMERICA CORP /DE/ | 2,922,545 | $115.97M |
| VICTORY CAPITAL MANAGEMENT INC | 2,226,548 | $88.35M |
| Bogart Wealth, LLC | 1,885,735 | $74.83M |
| ENVESTNET ASSET MANAGEMENT INC | 1,397,794 | $55.46M |
| WELLS FARGO & COMPANY/MN | 1,130,210 | $44.85M |
| OSAIC HOLDINGS, INC. | 1,074,017 | $42.62M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,033,833 | $41.02M |
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