SCHA: 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)
1,357 institutions reported holding $8.85B of Schwab Strategic Tr on Form 13F (1,267 the quarter before). 131 opened a new position and 39 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| Empower Advisory Group, LLC | 37,697,754 | $1.36B |
| SEI INVESTMENTS CO | 13,908,960 | $502.53M |
| BANK OF AMERICA CORP /DE/ | 13,753,548 | $496.92M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,100,987 | $220.43M |
| Creative Planning | 5,873,670 | $212.22M |
| UBS Group AG | 5,171,149 | $186.83M |
| Financial Engines Advisors L.L.C. | 4,190,988 | $151.42M |
| Advisory Alpha, LLC | 3,796,240 | $137.16M |
| Cerity Partners LLC | 4,000,364 | $136.17M |
| Mariner, LLC | 3,288,410 | $118.81M |
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