Institutional Ownership
Schwab Strategic Tr
CUSIP 808524763FUNDAMENTAL US SFNDAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
466
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 | 179.24M | $5.81B |
| 2 | Clearstead Advisors, LLC | 3.74M | $121.38M |
| 3 | Waddell & Associates, LLC | 2.89M | $93.63M |
| 4 | Steele Capital Management, Inc. | 2.11M | $68.35M |
| 5 | Prairiewood Capital, LLC | 2.05M | $66.60M |
| 6 | Ubs Group AG | 1.48M | $47.94M |
| 7 | Vantagepoint Investment Advisers LLC | 1.44M | $46.84M |
| 8 | Moller Wealth Partners | 1.27M | $41.06M |
| 9 | Riverpoint Wealth Management Holdings, LLC | 1.16M | $37.55M |
| 10 | Morgan Stanley | 1.13M | $36.63M |