FNDF: 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)
880 institutions reported holding $16.43B of Schwab Strategic Tr on Form 13F (826 the quarter before). 94 opened a new position and 39 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 141,104,114 | $7.44B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,409,142 | $858.58M |
| REGIONS FINANCIAL CORP | 9,930,317 | $523.92M |
| BANK OF AMERICA CORP /DE/ | 8,674,147 | $457.65M |
| MORGAN STANLEY | 7,264,805 | $383.29M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,322,811 | $333.59M |
| WELLS FARGO & COMPANY/MN | 5,808,291 | $306.45M |
| CAPTRUST FINANCIAL ADVISORS | 4,210,160 | $222.13M |
| AMERIPRISE FINANCIAL INC | 3,179,304 | $168.74M |
| Mountain Capital Investment Advisors Inc. | 2,921,147 | $154.12M |
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