SCHD: 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)
2,156 institutions reported holding $25.68B of Schwab Strategic Tr on Form 13F (2,066 the quarter before). 165 opened a new position and 79 sold out. Shares held by institutions: +3%.
| Largest holders | Shares | Value |
|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 59,569,934 | $1.89B |
| Rakuten Investment Management, Inc. | 47,138,834 | $1.51B |
| BANK OF AMERICA CORP /DE/ | 35,964,374 | $1.14B |
| LPL Financial LLC | 33,495,236 | $1.06B |
| MORGAN STANLEY | 27,882,415 | $884.15M |
| Cetera Investment Advisers | 25,487,103 | $808.20M |
| RAYMOND JAMES FINANCIAL INC | 18,067,002 | $572.90M |
| ENVESTNET ASSET MANAGEMENT INC | 17,667,059 | $560.22M |
| UBS Group AG | 14,272,113 | $452.57M |
| Wealthspire Advisors, LLC | 13,574,503 | $430.45M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.