Institutional Ownership
Schwab Strategic Tr
CUSIP 808524730FUNDAMENTAL EMERFNDEQ1 2026
13D / 13G Filings
3
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
8.6%
Max % of class reported
Institutional Holders
465
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
3 filings · latest Feb 5, 2026
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 124.02M | $4.74B |
| 2 | Fmr LLC | 15.46M | $591.57M |
| 3 | Morgan Stanley | 3.78M | $144.45M |
| 4 | Bank Of America Corp /De/ | 2.80M | $107.10M |
| 5 | Victory Capital Management Inc | 2.23M | $85.19M |
| 6 | Bogart Wealth, LLC | 1.86M | $71.06M |
| 7 | Envestnet Asset Management Inc | 1.42M | $54.38M |
| 8 | Wells Fargo & Company/Mn | 1.17M | $44.71M |
| 9 | Northwestern Mutual Wealth Management Co | 1.02M | $39.11M |
| 10 | Unison Advisors LLC | 972.6K | $37.21M |