Institutional Ownership
Schwab Strategic Tr
CUSIP 808524599CORE BOND ETFSCCRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
23
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 | Charles Schwab Investment Management Inc | 41.82M | $1.08B |
| 2 | Breakwater Investment Management | 241.0K | $6.20M |
| 3 | Citadel Advisors LLC | 189.2K | $4.87M |
| 4 | Atx Financial Planning, LLC | 62.0K | $1.59M |
| 5 | Camarda Financial Advisors, LLC | 47.5K | $1.22M |
| 6 | Compass Financial Group, Inc/Sd | 28.5K | $733.7K |
| 7 | Lpl Financial LLC | 16.6K | $426.0K |
| 8 | Aire Advisors, LLC | 11.7K | $301.6K |
| 9 | Susquehanna International Group, LLP | 10.5K | $271.0K |
| 10 | Mercer Global Advisors Inc /Adv | 10.1K | $260.6K |