SCHB: 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)
1,398 institutions reported holding $14.49B of Schwab Strategic Tr on Form 13F (1,325 the quarter before). 119 opened a new position and 43 sold out. Shares held by institutions: -10%.
| Largest holders | Shares | Value |
|---|---|---|
| Wealthfront Advisers LLC | 51,435,009 | $1.49B |
| UBS Group AG | 48,933,766 | $1.42B |
| REBALANCE, LLC | 14,738,453 | $426.83M |
| SCS Capital Management LLC | 11,934,362 | $345.62M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11,427,853 | $330.95M |
| HighTower Advisors, LLC | 9,295,333 | $269.19M |
| Strid Group, LLC | 8,576,683 | $248.37M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 7,640,636 | $221.27M |
| HB Wealth Management, LLC | 6,571,056 | $190.30M |
| Evergreen Advisors, LLC | 6,300,530 | $182.46M |
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