Institutional Ownership
Schwab Strategic Tr
CUSIP 808524862SHT TM US TRESSCHOQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
686
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 | Bank Of America Corp /De/ | 110.72M | $2.69B |
| 2 | Jpmorgan Chase & Co | 24.47M | $593.38M |
| 3 | Sei Investments Co | 16.74M | $406.30M |
| 4 | Ameriprise Financial Inc | 15.45M | $363.24M |
| 5 | Envestnet Asset Management Inc | 7.67M | $186.19M |
| 6 | Stifel Financial Corp | 6.36M | $154.33M |
| 7 | Pnc Financial Services Group, Inc. | 4.10M | $99.61M |
| 8 | Moisand Fitzgerald Tamayo, LLC | 3.92M | $95.16M |
| 9 | Wealth Enhancement Advisory Services, LLC | 3.41M | $82.54M |
| 10 | State Street Corp | 3.10M | $75.24M |