Institutional Ownership
Schwab Strategic Tr
CUSIP 808524755FUNDAMENTAL INTLFNDFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
808
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 | 143.03M | $7.00B |
| 2 | Wealth Enhancement Advisory Services, LLC | 14.59M | $707.69M |
| 3 | Regions Financial Corp | 9.25M | $452.38M |
| 4 | Bank Of America Corp /De/ | 8.33M | $407.58M |
| 5 | Morgan Stanley | 6.88M | $336.62M |
| 6 | Northwestern Mutual Wealth Management Co | 6.12M | $299.46M |
| 7 | Wells Fargo & Company/Mn | 5.92M | $289.56M |
| 8 | Captrust Financial Advisors | 4.04M | $197.84M |
| 9 | Auto-Owners Insurance Co | 3.64M | $174.74M |
| 10 | Ameriprise Financial Inc | 3.12M | $152.48M |