SCHV: 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)
996 institutions reported holding $11.29B of Schwab Strategic Tr on Form 13F (972 the quarter before). 82 opened a new position and 50 sold out. Shares held by institutions: -8%.
| Largest holders | Shares | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | 46,499,260 | $1.62B |
| SEI INVESTMENTS CO | 45,024,906 | $1.57B |
| ENVESTNET ASSET MANAGEMENT INC | 12,960,727 | $451.16M |
| Avantax Planning Partners, Inc. | 10,212,910 | $355.51M |
| MATHER GROUP, LLC. | 10,099,022 | $351.55M |
| Mariner, LLC | 9,144,880 | $318.33M |
| OSAIC HOLDINGS, INC. | 8,912,979 | $310.27M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 7,753,808 | $269.91M |
| Savant Capital, LLC | 6,378,613 | $208.66M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5,291,984 | $184.21M |
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