Institutional Ownership
Schwab Strategic Tr
CUSIP 808524508US MID-CAP ETFSCHMQ1 2026
Institutional Holders
1,005
13F filers
Shares Held
276.84M
Aggregate institutional
Institutional Value
$8.43B
Q1 2026
Net New Holders
+27
68 new · 41 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions68
Increased361
Decreased401
Sold out41
Institutional Holders
1,005 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 56.84M | $1.76B | −1.14M | Reduced |
| 2 | Creative Planning | 29.43M | $911.22M | −1.00M | Reduced |
| 3 | Northwestern Mutual Wealth Management Co | 11.64M | $360.33M | +705.8K | Added |
| 4 | Moneta Group Investment Advisors LLC | 11.27M | $348.85M | +598.4K | Added |
| 5 | Advisory Alpha, LLC | 7.15M | $221.41M | −1.20M | Reduced |
| 6 | Hightower Advisors, LLC | 6.81M | $210.83M | −141.2K | Reduced |
| 7 | Cerity Partners LLC | 5.51M | $170.87M | +73.0K | Added |
| 8 | Jones Financial Companies Lllp | 4.79M | $145.47M | +1.30M | Added |
| 9 | Legacy Wealth Management, LLC | 4.32M | $133.75M | +945 | Added |
| 10 | Wealth Enhancement Advisory Services, LLC | 3.42M | $107.32M | −2.33M | Reduced |
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