Institutional Ownership
Schwab Strategic Tr
CUSIP 808524508US MID-CAP ETFSCHMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
1,005
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. | 56.84M | $1.76B |
| 2 | Creative Planning | 29.43M | $911.22M |
| 3 | Northwestern Mutual Wealth Management Co | 11.64M | $360.33M |
| 4 | Moneta Group Investment Advisors LLC | 11.27M | $348.85M |
| 5 | Advisory Alpha, LLC | 7.15M | $221.41M |
| 6 | Hightower Advisors, LLC | 6.81M | $210.83M |
| 7 | Cerity Partners LLC | 5.51M | $170.87M |
| 8 | Jones Financial Companies Lllp | 4.79M | $145.47M |
| 9 | Legacy Wealth Management, LLC | 4.32M | $133.75M |
| 10 | Wealth Enhancement Advisory Services, LLC | 3.42M | $107.32M |