Institutional Ownership
Schwab Strategic Tr
CUSIP 8085246985 10YR CORP BDSCHIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
257
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 | Captrust Financial Advisors | 8.53M | $193.39M |
| 2 | Riverfront Investment Group, LLC | 8.46M | $191.76M |
| 3 | Envestnet Asset Management Inc | 7.21M | $163.48M |
| 4 | Raymond James Financial Inc | 2.76M | $62.57M |
| 5 | Ameriprise Financial Inc | 1.60M | $36.33M |
| 6 | Bouchey Financial Group Ltd | 1.47M | $33.48M |
| 7 | Permanens Capital L.P. | 1.35M | $30.62M |
| 8 | L2 Asset Management, LLC | 1.31M | $29.78M |
| 9 | Royal Bank Of Canada | 1.10M | $24.90M |
| 10 | Bank Of America Corp /De/ | 1.02M | $23.14M |