Institutional Ownership
Schwab Strategic Tr
CUSIP 8085247221000 INDEX ETFSCHKQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
232
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 | Financial Engines Advisors L.L.C. | 43.61M | $1.37B |
| 2 | Legacy Wealth Management, LLC | 6.00M | $188.00M |
| 3 | Creative Planning | 3.90M | $122.16M |
| 4 | Warwick Investment Management, Inc. | 3.58M | $112.18M |
| 5 | Charles Schwab Investment Management Inc | 3.45M | $108.12M |
| 6 | Armstrong Advisory Group, Inc | 2.48M | $77.63M |
| 7 | Waddell & Associates, LLC | 2.14M | $67.08M |
| 8 | Plum Street Advisors, LLC | 720.9K | $22.58M |
| 9 | Focus Partners Wealth | 477.5K | $14.96M |
| 10 | Mariner, LLC | 449.2K | $14.07M |