# SCHWAB STRATEGIC TR (SCHO) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808524862
Page URL: https://superinvestorclub.com/stock/SCHO
Last updated: 2026-07-08T12:53:57.023Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (SCHO) is held by 1 tracked superinvestors with an aggregate position value of $460,378 representing 018969 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 18969 | $460,378 | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-12-31: 1 holders, $501,651 aggregate, 020850 shares
- 2025-03-31: 1 holders, $507,489 aggregate, 020850 shares
- 2025-06-30: 1 holders, $452,469 aggregate, 018559 shares
- 2025-09-30: 1 holders, $457,818 aggregate, 018763 shares
- 2025-12-31: 1 holders, $457,255 aggregate, 018763 shares
- 2026-03-31: 1 holders, $460,378 aggregate, 018969 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

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