SCHP: 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)
793 institutions reported holding $10.17B of Schwab Strategic Tr on Form 13F (737 the quarter before). 96 opened a new position and 46 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| Empower Advisory Group, LLC | 56,682,533 | $1.50B |
| Wealthfront Advisers LLC | 35,292,799 | $935.26M |
| JPMORGAN CHASE & CO | 27,874,223 | $741.45M |
| SEI INVESTMENTS CO | 13,667,827 | $362.21M |
| MAI Capital Management | 11,540,399 | $305.82M |
| Cerity Partners LLC | 10,579,829 | $280.37M |
| LINCOLN NATIONAL CORP | 9,439,565 | $250.15M |
| ALLIANCEBERNSTEIN L.P. | 9,287,638 | $247.14M |
| VOYA INVESTMENT MANAGEMENT LLC | 8,798,660 | $233.16M |
| NEPC LLC | 8,321,737 | $220.53M |
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