SCHG: 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)
1,679 institutions reported holding $31.94B of Schwab Strategic Tr on Form 13F (1,631 the quarter before). 123 opened a new position and 77 sold out. Shares held by institutions: +5%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 121,984,901 | $4.13B |
| ENVESTNET ASSET MANAGEMENT INC | 61,784,989 | $2.09B |
| SEI INVESTMENTS CO | 47,660,218 | $1.61B |
| Financial Engines Advisors L.L.C. | 39,212,098 | $1.33B |
| LPL Financial LLC | 38,293,135 | $1.30B |
| Mariner, LLC | 19,308,603 | $653.39M |
| Cetera Investment Advisers | 19,036,117 | $644.18M |
| OSAIC HOLDINGS, INC. | 18,396,878 | $622.58M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 17,067,494 | $577.56M |
| RAYMOND JAMES FINANCIAL INC | 16,967,726 | $574.19M |
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