# SCHWAB STRATEGIC TR (SCHV) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808524409
Page URL: https://superinvestorclub.com/stock/SCHV
Last updated: 2026-08-29T13:46:59.031Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (SCHV) is held by 2 tracked superinvestors with an aggregate position value of $1.0M representing 01934910245 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 19349 | $673,525 | 0.03% | 2026-06-30 |
| 2 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 10245 | $356,629 | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2025-06-30: 1 holders, $535,240 aggregate, 019344 shares
- 2025-09-30: 1 holders, $563,131 aggregate, 019345 shares
- 2025-12-31: 1 holders, $572,844 aggregate, 019346 shares
- 2026-03-31: 2 holders, $902,571 aggregate, 01934710245 shares
- 2026-06-30: 2 holders, $1.0M aggregate, 01934910245 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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