Institutional Ownership
Schwab Strategic Tr
CUSIP 808524771FUNDAMENTAL US LFNDXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
767
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 | 419.42M | $11.68B |
| 2 | Captrust Financial Advisors | 27.50M | $765.69M |
| 3 | Keybank National Association/Oh | 12.45M | $346.86M |
| 4 | Boulay Financial Advisors, LLC | 9.57M | $266.47M |
| 5 | Mcadam, LLC | 9.37M | $260.96M |
| 6 | Signature Estate & Investment Advisors LLC | 8.43M | $234.65M |
| 7 | Ameriprise Financial Inc | 8.16M | $227.35M |
| 8 | Envestnet Asset Management Inc | 6.62M | $184.44M |
| 9 | Steele Capital Management, Inc. | 6.30M | $175.46M |
| 10 | Lpl Financial LLC | 5.83M | $162.23M |