Institutional Ownership
Schwab Strategic Tr
CUSIP 808524581GOVERNMENT MONEYSGVTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
64
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 | Advisor Os, LLC | 173.3K | $17.45M |
| 2 | Mjp Associates Inc /Adv | 169.2K | $17.04M |
| 3 | Uptick Partners, LLC | 118.4K | $11.92M |
| 4 | Calton & Associates, Inc. | 86.3K | $8.69M |
| 5 | Savant Capital, LLC | 83.3K | $8.39M |
| 6 | Clear Creek Financial Management, LLC | 78.8K | $7.94M |
| 7 | Addison Capital Co | 66.0K | $6.64M |
| 8 | Tower Research Capital LLC (Trc) | 52.2K | $5.25M |
| 9 | North Berkeley Wealth Management, LLC | 49.5K | $4.98M |
| 10 | Moulton Wealth Management, Inc | 4.61M | $4.61M |