SCHWAB STRATEGIC TR
Institutional coverage
65 13F filers hold $SGVT.
13F holders
65
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $SGVT. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 65 · Source: 13F-HR01
Moulton Wealth Management, Inc.
3.14% of portfolio
4,610,837 sh
02
Blake Schutter Theil Wealth Advisors, LLC
2.16% of portfolio
2,471,981 sh
03
Dechtman Wealth Management, LLC
2.38% of portfolio
236,744 sh
04
North Berkeley Wealth Management, LLC
13.31% of portfolio
224,587 sh
05
Bernardo Wealth Planning LLC
1.26% of portfolio
173,271 sh
06
Delta Air Lines, Inc.
2.07% of portfolio
169,162 sh
07
Fernwood Investment Management, LLC
1.19% of portfolio
131,946 sh
08
Savant Capital, LLC
0.05% of portfolio
95,081 sh
09
Metropolitan Life Insurance CO
1.25% of portfolio
86,322 sh
10
Randolph Co Inc
0.04% of portfolio
83,303 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SGVT in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SGVT in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:23 UTC.