# SCHWAB STRATEGIC TR (SCHC) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808524888
Page URL: https://superinvestorclub.com/stock/SCHC
Last updated: 2026-09-07T14:10:28.361Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (SCHC) is held by 1 tracked superinvestors with an aggregate position value of $347,956 representing 07231 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 7231 | $347,956 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $232,945 aggregate, 06898 shares
- 2023-09-30: 1 holders, $222,461 aggregate, 06898 shares
- 2023-12-31: 1 holders, $240,671 aggregate, 06898 shares
- 2024-03-31: 1 holders, $246,948 aggregate, 06898 shares
- 2024-06-30: 1 holders, $245,431 aggregate, 06898 shares
- 2024-09-30: 1 holders, $265,780 aggregate, 06898 shares
- 2024-12-31: 1 holders, $236,808 aggregate, 06898 shares
- 2025-03-31: 1 holders, $247,500 aggregate, 06898 shares
- 2025-06-30: 1 holders, $293,786 aggregate, 06898 shares
- 2025-09-30: 1 holders, $313,928 aggregate, 06898 shares
- 2025-12-31: 1 holders, $329,227 aggregate, 07231 shares
- 2026-03-31: 1 holders, $337,977 aggregate, 07231 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SCHWAB STRATEGIC TR (SCHC) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SCHC), aggregating SEC 13F, Form 4, and congressional disclosures."