Institutional Ownership
Schwab Strategic Tr
CUSIP 808524599CORE BOND ETFSCCRQ1 2026
Institutional Holders
23
13F filers
Shares Held
42.47M
Aggregate institutional
Institutional Value
$1.09B
Q1 2026
Net New Holders
+6
12 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased9
Decreased0
Sold out6
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 41.82M | $1.08B | +3.92M | Added |
| 2 | Breakwater Investment Management | 241.0K | $6.20M | +41.3K | Added |
| 3 | Citadel Advisors LLC | 189.2K | $4.87M | +147.1K | Added |
| 4 | Atx Financial Planning, LLC | 62.0K | $1.59M | +62.0K | New |
| 5 | Camarda Financial Advisors, LLC | 47.5K | $1.22M | +48 | Added |
| 6 | Compass Financial Group, Inc/Sd | 28.5K | $733.7K | +13.0K | Added |
| 7 | Lpl Financial LLC | 16.6K | $426.0K | +7.5K | Added |
| 8 | Aire Advisors, LLC | 11.7K | $301.6K | +11.7K | New |
| 9 | Susquehanna International Group, LLP | 10.5K | $271.0K | +10.5K | New |
| 10 | Mercer Global Advisors Inc /Adv | 10.1K | $260.6K | +10.1K | New |
13 more institutional holders on Premium
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