SCHZ: 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)
675 institutions reported holding $4.28B of Schwab Strategic Tr on Form 13F (674 the quarter before). 54 opened a new position and 46 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 14,422,540 | $335.04M |
| Rockbridge Investment Management, LCC | 10,420,258 | $241.02M |
| Avantax Planning Partners, Inc. | 7,975,307 | $184.47M |
| AMERIPRISE FINANCIAL INC | 6,809,636 | $157.50M |
| Charles Schwab Trust Co | 6,601,917 | $152.70M |
| Financial Engines Advisors L.L.C. | 5,681,166 | $131.41M |
| HighTower Advisors, LLC | 4,292,060 | $99.28M |
| Kohmann Bosshard Financial Services, LLC | 3,855,498 | $89.18M |
| ENVESTNET ASSET MANAGEMENT INC | 3,483,103 | $80.56M |
| RATIONAL ADVISORS, INC. | 3,142,160 | $72.68M |
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