Institutional Ownership
Schwab Strategic Tr
CUSIP 808524409US LCAP VA ETFSCHVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
956
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 | Financial Engines Advisors L.L.C. | 48.43M | $1.48B |
| 2 | Sei Investments Co | 44.77M | $1.37B |
| 3 | Mather Group, LLC. | 35.34M | $1.08B |
| 4 | Envestnet Asset Management Inc | 18.29M | $557.73M |
| 5 | Osaic Holdings, Inc. | 11.28M | $343.03M |
| 6 | Avantax Planning Partners, Inc. | 10.22M | $311.63M |
| 7 | Mariner, LLC | 9.18M | $279.83M |
| 8 | Vantagepoint Investment Advisers LLC | 8.06M | $245.68M |
| 9 | Moneta Group Investment Advisors LLC | 5.07M | $154.50M |
| 10 | Beacon Pointe Advisors, LLC | 3.87M | $118.13M |