Institutional Ownership
Schwab Strategic Tr
CUSIP 808524789FUNDAMENTAL US BFNDBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
170
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 | Alphacore Capital LLC | 1.23M | $33.44M |
| 2 | Financial Consulate, Inc | 1.04M | $28.28M |
| 3 | Opes Wealth Management LLC | 744.8K | $20.26M |
| 4 | Hightower Advisors, LLC | 654.1K | $17.79M |
| 5 | Sound Stewardship, LLC | 640.4K | $17.42M |
| 6 | Morgan Stanley | 439.6K | $11.96M |
| 7 | Bank Of America Corp /De/ | 434.8K | $11.83M |
| 8 | Raymond James Financial Inc | 301.0K | $8.19M |
| 9 | Envestnet Asset Management Inc | 277.8K | $7.56M |
| 10 | Brightwater Advisory LLC | 272.8K | $7.42M |