SCHH: 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)
599 institutions reported holding $6.30B of Schwab Strategic Tr on Form 13F (571 the quarter before). 74 opened a new position and 45 sold out. Shares held by institutions: +17%.
| Largest holders | Shares | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | 59,841,430 | $1.42B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49,794,731 | $1.18B |
| US BANCORP \DE\ | 34,334,144 | $813.05M |
| FMR LLC | 24,732,957 | $585.68M |
| Creative Planning | 19,656,745 | $465.47M |
| ENVESTNET ASSET MANAGEMENT INC | 11,756,832 | $278.40M |
| DUMAC, INC. | 7,929,093 | $187.76M |
| TWO SIGMA INVESTMENTS, LP | 3,186,737 | $75.46M |
| Cerity Partners LLC | 2,724,095 | $64.51M |
| BENJAMIN EDWARDS INC | 2,229,955 | $52.80M |
Get new insider and activist filings the morning after: daily alerts. Not investment advice.