Institutional Ownership
Schwab Strategic Tr
CUSIP 808524847US REIT ETFSCHHQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
7.1%
Max % of class reported
Institutional Holders
560
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Feb 5, 2026
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 59.89M | $1.29B |
| 2 | Us Bancorp \De\ | 33.68M | $723.72M |
| 3 | Fmr LLC | 25.14M | $540.18M |
| 4 | Creative Planning | 20.36M | $437.49M |
| 5 | Two Sigma Investments, LP | 12.02M | $258.39M |
| 6 | Envestnet Asset Management Inc | 11.04M | $237.35M |
| 7 | Dumac, Inc. | 7.93M | $170.40M |
| 8 | Northwestern Mutual Wealth Management Co | 7.57M | $162.69M |
| 9 | Cerity Partners LLC | 2.66M | $57.16M |
| 10 | Benjamin Edwards Inc | 2.10M | $45.13M |