Institutional Ownership
Schwab Strategic Tr
CUSIP 808524409US LCAP VA ETFSCHVQ1 2026
Institutional Holders
956
13F filers
Shares Held
361.83M
Aggregate institutional
Institutional Value
$10.75B
Q1 2026
Net New Holders
+40
82 new · 42 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions82
Increased334
Decreased340
Sold out42
Institutional Holders
956 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 48.43M | $1.48B | −2.34M | Reduced |
| 2 | Sei Investments Co | 44.77M | $1.37B | −1.01M | Reduced |
| 3 | Mather Group, LLC. | 35.34M | $1.08B | +212.6K | Added |
| 4 | Envestnet Asset Management Inc | 18.29M | $557.73M | +1.67M | Added |
| 5 | Osaic Holdings, Inc. | 11.28M | $343.03M | −322.6K | Reduced |
| 6 | Avantax Planning Partners, Inc. | 10.22M | $311.63M | +29.6K | Added |
| 7 | Mariner, LLC | 9.18M | $279.83M | +72.7K | Added |
| 8 | Vantagepoint Investment Advisers LLC | 8.06M | $245.68M | −461.8K | Reduced |
| 9 | Moneta Group Investment Advisors LLC | 5.07M | $154.50M | +344.2K | Added |
| 10 | Beacon Pointe Advisors, LLC | 3.87M | $118.13M | +2.71M | Added |
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