Institutional Ownership
Schwab Strategic Tr
CUSIP 808524300US LCAP GR ETFSCHGQ1 2026
Institutional Holders
1,598
13F filers
Shares Held
914.25M
Aggregate institutional
Institutional Value
$25.82B
Q1 2026
Net New Holders
-6
90 new · 96 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions90
Increased717
Decreased555
Sold out96
Institutional Holders
1,598 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 64.46M | $1.88B | +134.4K | Added |
| 2 | Sei Investments Co | 47.56M | $1.39B | +3.36M | Added |
| 3 | Mather Group, LLC. | 43.53M | $1.27B | +1.72M | Added |
| 4 | Charles Schwab Investment Management Inc | 43.51M | $1.27B | +5.76M | Added |
| 5 | Lpl Financial LLC | 37.28M | $1.09B | +3.12M | Added |
| 6 | Financial Engines Advisors L.L.C. | 34.11M | $993.49M | +121.0K | Added |
| 7 | Mariner, LLC | 19.76M | $575.72M | −314.4K | Reduced |
| 8 | Osaic Holdings, Inc. | 18.20M | $530.05M | −81.1K | Reduced |
| 9 | Cetera Investment Advisers | 17.96M | $523.05M | +995.4K | Added |
| 10 | Vantagepoint Investment Advisers LLC | 17.07M | $497.18M | 0 | Held |
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