SCHX: 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)
1,612 institutions reported holding $32.19B of Schwab Strategic Tr on Form 13F (1,548 the quarter before). 123 opened a new position and 55 sold out. Shares held by institutions: +4%.
| Largest holders | Shares | Value |
|---|---|---|
| US BANCORP \DE\ | 172,215,422 | $5.07B |
| Creative Planning | 81,513,814 | $2.40B |
| MONETA GROUP INVESTMENT ADVISORS LLC | 38,698,661 | $1.14B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37,819,350 | $1.11B |
| HBK Sorce Advisory LLC | 35,214,246 | $1.07B |
| SEI INVESTMENTS CO | 32,299,151 | $950.56M |
| SAGE FINANCIAL GROUP INC | 23,002,052 | $676.95M |
| CAPTRUST FINANCIAL ADVISORS | 20,363,006 | $599.28M |
| Diversified Enterprises, LLC | 18,816,940 | $553.78M |
| Cerity Partners LLC | 18,504,081 | $544.58M |
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