Institutional Ownership
Schwab Strategic Tr
CUSIP 808524300US LCAP GR ETFSCHGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
1,598
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 | Envestnet Asset Management Inc | 64.46M | $1.88B |
| 2 | Sei Investments Co | 47.56M | $1.39B |
| 3 | Mather Group, LLC. | 43.53M | $1.27B |
| 4 | Charles Schwab Investment Management Inc | 43.51M | $1.27B |
| 5 | Lpl Financial LLC | 37.28M | $1.09B |
| 6 | Financial Engines Advisors L.L.C. | 34.11M | $993.49M |
| 7 | Mariner, LLC | 19.76M | $575.72M |
| 8 | Osaic Holdings, Inc. | 18.20M | $530.05M |
| 9 | Cetera Investment Advisers | 17.96M | $523.05M |
| 10 | Vantagepoint Investment Advisers LLC | 17.07M | $497.18M |