Institutional Ownership
Schwab Strategic Tr
CUSIP 808524581GOVERNMENT MONEYSGVTQ1 2026
Institutional Holders
64
13F filers
Shares Held
8.34M
Aggregate institutional
Institutional Value
$132.35M
Q1 2026
Net New Holders
+20
29 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions29
Increased15
Decreased17
Sold out9
Institutional Holders
64 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Advisor Os, LLC | 173.3K | $17.45M | +173.3K | New |
| 2 | Mjp Associates Inc /Adv | 169.2K | $17.04M | +169.2K | New |
| 3 | Uptick Partners, LLC | 118.4K | $11.92M | −26.2K | Reduced |
| 4 | Calton & Associates, Inc. | 86.3K | $8.69M | +83.4K | Added |
| 5 | Savant Capital, LLC | 83.3K | $8.39M | −11.8K | Reduced |
| 6 | Clear Creek Financial Management, LLC | 78.8K | $7.94M | +78.8K | New |
| 7 | Addison Capital Co | 66.0K | $6.64M | −25.1K | Reduced |
| 8 | Tower Research Capital LLC (Trc) | 52.2K | $5.25M | −25.1K | Reduced |
| 9 | North Berkeley Wealth Management, LLC | 49.5K | $4.98M | −175.1K | Reduced |
| 10 | Moulton Wealth Management, Inc | 4.61M | $4.61M | +4.61M | New |
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