Institutional Ownership
Schwab Strategic Tr
CUSIP 808524706EMRG MKTEQ ETFSCHEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
856
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 | Creative Planning | 21.76M | $716.93M |
| 2 | Financial Engines Advisors L.L.C. | 15.54M | $512.12M |
| 3 | Hightower Advisors, LLC | 9.48M | $312.21M |
| 4 | Rakuten Investment Management, Inc. | 4.49M | $149.24M |
| 5 | Us Bancorp \De\ | 3.64M | $120.06M |
| 6 | Northwestern Mutual Wealth Management Co | 3.37M | $111.10M |
| 7 | Morgan Stanley | 2.43M | $80.15M |
| 8 | Rebalance, LLC | 2.18M | $71.98M |
| 9 | Orgel Wealth Management, LLC | 2.11M | $69.53M |
| 10 | Mather Group, LLC. | 2.08M | $68.58M |