Institutional Ownership
Schwab Strategic Tr
CUSIP 808524607US SML CAP ETFSCHAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
1,240
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 | Empower Advisory Group, LLC | 36.90M | $1.07B |
| 2 | Sei Investments Co | 14.73M | $428.49M |
| 3 | Bank Of America Corp /De/ | 14.59M | $424.21M |
| 4 | Creative Planning | 5.99M | $174.28M |
| 5 | Northwestern Mutual Wealth Management Co | 5.80M | $168.78M |
| 6 | Ubs Group AG | 5.13M | $149.17M |
| 7 | Financial Engines Advisors L.L.C. | 4.58M | $133.28M |
| 8 | Advisory Alpha, LLC | 3.88M | $112.88M |
| 9 | Cerity Partners LLC | 3.84M | $111.98M |
| 10 | Mariner, LLC | 3.39M | $98.47M |