SCHM: 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)
1,075 institutions reported holding $10.11B of Schwab Strategic Tr on Form 13F (1,023 the quarter before). 91 opened a new position and 35 sold out. Shares held by institutions: same.
| Largest holders | Shares | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | 51,767,947 | $1.91B |
| Creative Planning | 29,016,208 | $1.07B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,568,632 | $463.41M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 11,767,147 | $433.85M |
| JONES FINANCIAL COMPANIES LLLP | 7,349,241 | $266.24M |
| Advisory Alpha, LLC | 6,983,767 | $257.49M |
| HighTower Advisors, LLC | 6,149,219 | $226.72M |
| Cerity Partners LLC | 5,729,822 | $198.47M |
| Legacy Wealth Management, LLC | 4,286,476 | $158.04M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,315,880 | $118.74M |
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