Institutional Ownership
Schwab Strategic Tr
CUSIP 808524797US DIVIDEND EQSCHDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
2,026
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 | Rakuten Investment Management, Inc. | 83.18M | $2.25B |
| 2 | Sumitomo Life Insurance Co | 45.45M | $1.39B |
| 3 | Bank Of America Corp /De/ | 30.86M | $946.85M |
| 4 | Lpl Financial LLC | 30.86M | $946.83M |
| 5 | Morgan Stanley | 26.34M | $807.99M |
| 6 | Cetera Investment Advisers | 24.18M | $741.98M |
| 7 | Envestnet Asset Management Inc | 17.31M | $531.13M |
| 8 | Raymond James Financial Inc | 17.18M | $527.08M |
| 9 | Ubs Group AG | 14.63M | $448.96M |
| 10 | Northwestern Mutual Wealth Management Co | 13.73M | $421.38M |