Institutional Ownership
Schwab Strategic Tr
CUSIP 808524672INTERNL DIVIDSCHYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
194
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 | Cresset Asset Management, LLC | 3.54M | $111.98M |
| 2 | Hamel Associates, Inc. | 821.0K | $25.99M |
| 3 | Summit Asset Management, LLC | 608.0K | $19.25M |
| 4 | Osaic Holdings, Inc. | 581.8K | $18.42M |
| 5 | Jane Street Group, LLC | 489.2K | $15.49M |
| 6 | Lpl Financial LLC | 466.6K | $14.77M |
| 7 | Hightower Advisors, LLC | 438.5K | $13.88M |
| 8 | Bank Of America Corp /De/ | 416.2K | $13.18M |
| 9 | Modern Wealth Management, LLC | 335.1K | $10.64M |
| 10 | Iron Financial LLC | 310.3K | $9.82M |