SCHE: 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)
901 institutions reported holding $5.53B of Schwab Strategic Tr on Form 13F (871 the quarter before). 72 opened a new position and 40 sold out. Shares held by institutions: -1%.
| Largest holders | Shares | Value |
|---|---|---|
| Creative Planning | 21,086,695 | $764.60M |
| Financial Engines Advisors L.L.C. | 15,123,069 | $548.36M |
| HighTower Advisors, LLC | 9,474,823 | $343.56M |
| US BANCORP \DE\ | 3,415,025 | $123.83M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,178,103 | $115.24M |
| SageView Advisory Group, LLC | 3,169,433 | $114.92M |
| Rakuten Investment Management, Inc. | 2,945,288 | $105.85M |
| JONES FINANCIAL COMPANIES LLLP | 2,351,762 | $84.08M |
| REBALANCE, LLC | 2,298,258 | $83.33M |
| MORGAN STANLEY | 2,289,500 | $83.02M |
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