Institutional Ownership
Schwab Strategic Tr
CUSIP 808524839US AGGREGATE BSCHZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
657
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 | Jpmorgan Chase & Co | 13.28M | $307.63M |
| 2 | Rockbridge Investment Management, Lcc | 9.69M | $225.09M |
| 3 | Avantax Planning Partners, Inc. | 7.71M | $179.04M |
| 4 | Ameriprise Financial Inc | 6.47M | $150.23M |
| 5 | Charles Schwab Trust Co | 6.41M | $148.96M |
| 6 | Financial Engines Advisors L.L.C. | 5.41M | $125.71M |
| 7 | Cwm, LLC | 4.79M | $111.21M |
| 8 | Hightower Advisors, LLC | 4.49M | $104.28M |
| 9 | Kohmann Bosshard Financial Services, LLC | 3.32M | $77.11M |
| 10 | Envestnet Asset Management Inc | 3.29M | $76.50M |