SCHWAB STRATEGIC TR (SAEF)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
6
Reporting holders
$2.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 69,921 | 0.00% | 17q | -53.8%-$2.5M |
| CITADEL ADVISORS LLC | $225.3K | 7,032 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $170.0K | 5,304 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $169.8K | 5,829 | 0.01% | 3q | +176.1%+$108.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.2K | 131 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $423 | 13,205 | 0.02% | 6q | HELD |
| MORGAN STANLEY | $35 | 1 | 0.00% | 6q | -99.7%-$10.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $2.8M | 88,218 | 3 | 1 | 2 | 0.0% |
| Q1 2026 | 6 | $4.3M | 155,886 | 1 | 1 | 2 | 0.0% |
| Q4 2025 | 6 | $8.2M | 287,360 | 1 | 1 | 1 | 0.0% |
| Q3 2025 | 4 | $7.5M | 271,287 | 1 | 1 | 0 | 0.0% |
| Q2 2025 | 6 | $7.3M | 272,144 | 1 | 2 | 1 | 0.0% |
| Q1 2025 | 4 | $6.6M | 270,293 | 2 | 1 | 1 | 0.0% |
| Q4 2024 | 4 | $7.7M | 283,711 | 0 | 2 | 2 | 0.0% |
| Q3 2024 | 6 | $7.5M | 284,018 | 0 | 2 | 1 | 0.0% |
| Q2 2024 | 7 | $6.7M | 283,449 | 2 | 1 | 2 | 0.0% |
| Q1 2024 | 4 | $7.0M | 284,051 | 0 | 2 | 0 | 0.0% |
| Q4 2023 | 5 | $6.2M | 265,606 | 1 | 2 | 1 | 0.0% |
| Q3 2023 | 4 | $3.4M | 168,936 | 0 | 3 | 0 | 0.0% |
| Q2 2023 | 5 | $2.3M | 104,254 | 2 | 2 | 1 | 0.0% |
| Q1 2023 | 4 | $1.3M | 72,171 | 0 | 2 | 2 | 0.0% |
| Q4 2022 | 5 | $904.3K | 42,976 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 3 | $839.0K | 45,991 | 1 | 2 | 0 | 0.0% |
| Q2 2022 | 3 | $347.0K | 17,834 | 3 | 0 | 0 | 0.0% |
| Q4 2021 | 3 | $678.0K | 27,718 | 3 | 0 | 0 | 0.0% |