SCHO: 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)
724 institutions reported holding $8.34B of Schwab Strategic Tr on Form 13F (699 the quarter before). 84 opened a new position and 55 sold out. Shares held by institutions: +8%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 113,535,796 | $2.74B |
| JPMORGAN CHASE & CO | 22,192,489 | $536.17M |
| AMERIPRISE FINANCIAL INC | 19,589,089 | $470.13M |
| SEI INVESTMENTS CO | 17,389,099 | $419.77M |
| ENVESTNET ASSET MANAGEMENT INC | 13,249,057 | $319.83M |
| ALLIANCEBERNSTEIN L.P. | 6,208,355 | $150.68M |
| STIFEL FINANCIAL CORP | 5,550,245 | $133.98M |
| MCF Advisors LLC | 4,431,584 | $106.98M |
| LPL Financial LLC | 4,352,014 | $105.06M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,095,259 | $98.57M |
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