Institutional Ownership
Schwab Strategic Tr
CUSIP 808524102US BRD MKT ETFSCHBQ1 2026
Institutional Holders
1,298
13F filers
Shares Held
594.98M
Aggregate institutional
Institutional Value
$12.30B
Q1 2026
Net New Holders
+8
76 new · 68 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions76
Increased516
Decreased476
Sold out68
Institutional Holders
1,298 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 52.56M | $1.32B | −1.01M | Reduced |
| 2 | Ubs Group AG | 48.51M | $1.22B | +47.10M | Added |
| 3 | Rebalance, LLC | 15.08M | $378.57M | +119.3K | Added |
| 4 | Scs Capital Management LLC | 11.97M | $300.45M | +60.8K | Added |
| 5 | Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LLC | 11.84M | $297.11M | +8.88M | Added |
| 6 | Hightower Advisors, LLC | 8.97M | $225.08M | +335.5K | Added |
| 7 | Strid Group, LLC | 8.65M | $217.09M | −67.9K | Reduced |
| 8 | Hengehold Capital Management LLC | 7.72M | $193.83M | −3.8K | Reduced |
| 9 | Hb Wealth Management, LLC | 6.60M | $165.54M | −93.4K | Reduced |
| 10 | Evergreen Advisors, LLC | 6.28M | $157.63M | +112.7K | Added |
1,288 more institutional holders on Premium
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