SCHB

SCHWAB STRATEGIC TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

SCHWAB STRATEGIC TR (SCHB) is held by 3,374 institutional investors with combined holdings of $182.5B. Major holders include CHARLES SCHWAB INVESTMENT, Financial Engines Advisor, NORTHWESTERN MUTUAL WEALT.

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Institutional Holders

3,374

Total Value

$182.5B

Ownership %

—

🏦 Top Institutional Holders

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.5B shares

$45.0B

Financial Engines Advisors L.L.C.

431.2M shares

$11.6B

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

392.0M shares

$9.9B

US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS)

263.1M shares

$6.9B

BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL)

254.9M shares

$6.8B

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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