SCHF: 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)

1,672 institutions reported holding $38.49B of Schwab Strategic Tr on Form 13F (1,604 the quarter before). 123 opened a new position and 49 sold out. Shares held by institutions: same.

Largest holdersSharesValue
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO309,394,253$8.57B
Empower Advisory Group, LLC182,562,625$5.06B
Financial Engines Advisors L.L.C.147,700,825$4.09B
Wealthfront Advisers LLC116,784,490$3.23B
Creative Planning46,025,845$1.27B
HighTower Advisors, LLC21,613,963$598.71M
Composition Wealth, LLC16,104,671$446.10M
US BANCORP \DE\14,444,093$400.10M
SCS Capital Management LLC12,429,498$344.30M
MORGAN STANLEY12,281,905$340.21M

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