Institutional Ownership
Schwab Strategic Tr
CUSIP 8085247141 5YR CORP BDSCHJQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
126
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 | Hamrick Investment Counsel, LLC | 742.5K | $18.36M |
| 2 | Hartline Investment Corp/ | 640.3K | $15.83M |
| 3 | White Wing Wealth Management | 466.8K | $11.54M |
| 4 | Columbus Macro, LLC | 412.0K | $10.19M |
| 5 | Cetera Investment Advisers | 388.8K | $9.61M |
| 6 | Envestnet Asset Management Inc | 386.2K | $9.55M |
| 7 | Sightline Wealth Advisors, LLC | 373.5K | $9.24M |
| 8 | Cape Investment Advisory, Inc. | 340.2K | $8.41M |
| 9 | Meridian Wealth Management, LLC | 293.6K | $7.26M |
| 10 | Bank Of America Corp /De/ | 287.7K | $7.11M |