Institutional Ownership
Schwab Strategic Tr
CUSIP 808524201US LRG CAP ETFSCHXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
1,522
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 | Us Bancorp \De\ | 145.06M | $3.72B |
| 2 | Creative Planning | 82.27M | $2.11B |
| 3 | Hbk Sorce Advisory LLC | 34.88M | $1.01B |
| 4 | Moneta Group Investment Advisors LLC | 37.37M | $958.14M |
| 5 | Northwestern Mutual Wealth Management Co | 34.81M | $892.52M |
| 6 | Sei Investments Co | 32.53M | $834.03M |
| 7 | Sage Financial Group Inc | 23.11M | $592.50M |
| 8 | Captrust Financial Advisors | 20.18M | $517.50M |
| 9 | Cerity Partners LLC | 19.18M | $491.92M |
| 10 | Diversified Enterprises, LLC | 18.19M | $466.28M |