# SCHWAB STRATEGIC TR (SCHG) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808524300
Page URL: https://superinvestorclub.com/stock/SCHG
Last updated: 2026-07-27T03:17:31.055Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (SCHG) is held by 1 tracked superinvestors with an aggregate position value of $467,245 representing 016040 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 16040 | $467,245 | 0.02% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $268,921 aggregate, 03588 shares
- 2023-09-30: 1 holders, $216,778 aggregate, 02981 shares
- 2023-12-31: 1 holders, $247,304 aggregate, 02981 shares
- 2024-03-31: 1 holders, $276,398 aggregate, 02981 shares
- 2024-06-30: 1 holders, $202,285 aggregate, 02006 shares
- 2024-09-30: 1 holders, $227,425 aggregate, 02183 shares
- 2025-03-31: 1 holders, $401,642 aggregate, 016040 shares
- 2025-06-30: 1 holders, $468,528 aggregate, 016040 shares
- 2025-09-30: 1 holders, $511,836 aggregate, 016040 shares
- 2025-12-31: 1 holders, $527,909 aggregate, 016184 shares
- 2026-03-31: 1 holders, $467,245 aggregate, 016040 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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