Institutional Ownership
Schwab Strategic Tr
CUSIP 808524748FUNDAMENTAL INTLFNDCQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
291
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 | Charles Schwab Investment Management Inc | 28.03M | $1.30B |
| 2 | Morgan Stanley | 602.0K | $27.91M |
| 3 | Ghp Investment Advisors, Inc. | 600.2K | $27.83M |
| 4 | Exencial Wealth Advisors, LLC | 556.9K | $25.82M |
| 5 | Focus Partners Wealth | 504.7K | $23.40M |
| 6 | Kelman-Lazarov, Inc. | 496.9K | $23.04M |
| 7 | Prairiewood Capital, LLC | 301.8K | $13.99M |
| 8 | High Probability Advisors, LLC | 289.8K | $13.44M |
| 9 | Victory Capital Management Inc | 281.3K | $13.04M |
| 10 | Collective Family Office LLC | 245.8K | $11.40M |