SCHC: 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)
530 institutions reported holding $2.34B of Schwab Strategic Tr on Form 13F (499 the quarter before). 47 opened a new position and 19 sold out. Shares held by institutions: +11%.
| Largest holders | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 4,476,230 | $215.40M |
| Savant Capital, LLC | 3,916,077 | $185.68M |
| Creative Planning | 2,829,312 | $136.15M |
| JONES FINANCIAL COMPANIES LLLP | 2,512,185 | $120.01M |
| McAdam, LLC | 1,711,610 | $82.36M |
| SageView Advisory Group, LLC | 1,703,083 | $81.95M |
| BlackRock, Inc. | 1,486,015 | $71.51M |
| PNC Financial Services Group, Inc. | 1,242,614 | $59.79M |
| STATE STREET CORP | 1,165,313 | $56.07M |
| Johnson Financial Group, LLC | 1,131,199 | $54.43M |
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