Institutional Ownership
Schwab Strategic Tr
CUSIP 808524201US LRG CAP ETFSCHXQ1 2026
Institutional Holders
1,522
13F filers
Shares Held
1.09B
Aggregate institutional
Institutional Value
$26.86B
Q1 2026
Net New Holders
-2
78 new · 80 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions78
Increased645
Decreased533
Sold out80
Institutional Holders
1,522 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 145.06M | $3.72B | −56.02M | Reduced |
| 2 | Creative Planning | 82.27M | $2.11B | −1.54M | Reduced |
| 3 | Hbk Sorce Advisory LLC | 34.88M | $1.01B | +404.3K | Added |
| 4 | Moneta Group Investment Advisors LLC | 37.37M | $958.14M | +1.54M | Added |
| 5 | Northwestern Mutual Wealth Management Co | 34.81M | $892.52M | +3.82M | Added |
| 6 | Sei Investments Co | 32.53M | $834.03M | +1.55M | Added |
| 7 | Sage Financial Group Inc | 23.11M | $592.50M | −728.0K | Reduced |
| 8 | Captrust Financial Advisors | 20.18M | $517.50M | +660.9K | Added |
| 9 | Cerity Partners LLC | 19.18M | $491.92M | +194.2K | Added |
| 10 | Diversified Enterprises, LLC | 18.19M | $466.28M | +1.22M | Added |
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