Institutional Ownership
Schwab Strategic Tr
CUSIP 808524102US BRD MKT ETFSCHBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
1,298
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 52.56M | $1.32B |
| 2 | Ubs Group AG | 48.51M | $1.22B |
| 3 | Rebalance, LLC | 15.08M | $378.57M |
| 4 | Scs Capital Management LLC | 11.97M | $300.45M |
| 5 | Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLC | 11.84M | $297.11M |
| 6 | Hightower Advisors, LLC | 8.97M | $225.08M |
| 7 | Strid Group, LLC | 8.65M | $217.09M |
| 8 | Hengehold Capital Management LLC | 7.72M | $193.83M |
| 9 | Hb Wealth Management, LLC | 6.60M | $165.54M |
| 10 | Evergreen Advisors, LLC | 6.28M | $157.63M |