Institutional Ownership
Schwab Strategic Tr
CUSIP 808524680LONG TERM USSCHQQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
120
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 | Envestnet Asset Management Inc | 3.99M | $125.36M |
| 2 | Lpl Financial LLC | 1.36M | $42.75M |
| 3 | Mirae Asset Global Investments Co., Ltd. | 977.6K | $30.73M |
| 4 | Mml Investors Services, LLC | 976.4K | $30.69M |
| 5 | Tidal Investments LLC | 676.2K | $21.18M |
| 6 | Carolina Wealth Advisors, LLC | 564.3K | $17.73M |
| 7 | Sfmg, LLC | 540.8K | $17.00M |
| 8 | Werba Rubin Papier Wealth Management | 478.7K | $15.05M |
| 9 | Wells Fargo & Company/Mn | 469.3K | $14.75M |
| 10 | Jpmorgan Chase & Co | 419.8K | $13.20M |