SCHZ SCHWAB STRATEGIC TR: institutional ownership and insider trading

724 funds reported holding $4.53B of SCHWAB STRATEGIC TR in their latest 13F filings; in Q2 2026 funds net bought $215M, with 54 new positions and 47 funds selling out.

Famous investors holding SCHZ

Largest institutional holders of SCHZ

  1. JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $335M
  2. Rockbridge Investment Management, LCC — $241M
  3. Avantax Planning Partners, Inc. — $184M
  4. AMERIPRISE FINANCIAL INC (AMP) — $158M
  5. Financial Engines Advisors L.L.C. — $131M
  6. CWM, LLC — $111M
  7. HighTower Advisors, LLC — $99.3M
  8. Kohmann Bosshard Financial Services, LLC — $89.2M
  9. Charles Schwab Trust Co — $85.3M
  10. ENVESTNET ASSET MANAGEMENT INC — $80.6M

Who owns the most SCHZ stock?

The largest institutional holders of SCHWAB STRATEGIC TR in the latest 13F filings are JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) ($335M), Rockbridge Investment Management, LCC ($241M), Avantax Planning Partners, Inc. ($184M).

Which famous investors own SCHZ?

Ken Griffin, Renaissance Technologies.

Which ETFs hold SCHZ?

17 ETFs and mutual funds hold it among their top 100 positions, including SWYEX, SWYFX, SWYGX, SWYDX.

All SCHZ 13F holders