FNDX: 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)
843 institutions reported holding $20.16B of Schwab Strategic Tr on Form 13F (786 the quarter before). 101 opened a new position and 44 sold out. Shares held by institutions: -4%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 374,969,727 | $11.66B |
| CAPTRUST FINANCIAL ADVISORS | 28,845,768 | $897.10M |
| KEYBANK NATIONAL ASSOCIATION/OH | 15,268,868 | $474.86M |
| McAdam, LLC | 10,931,518 | $339.97M |
| Boulay Financial Advisors, LLC | 9,744,092 | $303.04M |
| AMERIPRISE FINANCIAL INC | 8,536,435 | $265.49M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,473,354 | $232.42M |
| ENVESTNET ASSET MANAGEMENT INC | 7,039,245 | $218.92M |
| Steele Capital Management, Inc. | 6,423,407 | $199.77M |
| LPL Financial LLC | 6,260,653 | $194.71M |
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