SCHR: 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)
510 institutions reported holding $10.87B of Schwab Strategic Tr on Form 13F (515 the quarter before). 46 opened a new position and 49 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 263,437,179 | $6.50B |
| ROYAL BANK OF CANADA | 18,731,210 | $461.91M |
| AMERIPRISE FINANCIAL INC | 13,544,801 | $333.99M |
| ENVESTNET ASSET MANAGEMENT INC | 9,469,330 | $233.51M |
| STIFEL FINANCIAL CORP | 6,666,844 | $164.40M |
| JPMORGAN CHASE & CO | 6,339,063 | $156.83M |
| ALLIANCEBERNSTEIN L.P. | 5,800,038 | $144.48M |
| BANK OF AMERICA CORP /DE/ | 5,354,373 | $132.04M |
| EXCHANGE TRADED CONCEPTS, LLC | 4,862,662 | $119.91M |
| Cornerstone Wealth Advisors, Inc. | 4,120,062 | $101.60M |
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