Institutional Ownership
Schwab Strategic Tr
CUSIP 808524607US SML CAP ETFSCHAQ1 2026
Institutional Holders
1,240
13F filers
Shares Held
246.77M
Aggregate institutional
Institutional Value
$7.03B
Q1 2026
Net New Holders
+13
64 new · 51 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions64
Increased475
Decreased476
Sold out51
Institutional Holders
1,240 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 36.90M | $1.07B | +2.88M | Added |
| 2 | Sei Investments Co | 14.73M | $428.49M | −24.3K | Reduced |
| 3 | Bank Of America Corp /De/ | 14.59M | $424.21M | −2.73M | Reduced |
| 4 | Creative Planning | 5.99M | $174.28M | −794.7K | Reduced |
| 5 | Northwestern Mutual Wealth Management Co | 5.80M | $168.78M | +301.9K | Added |
| 6 | Ubs Group AG | 5.13M | $149.17M | +1.11M | Added |
| 7 | Financial Engines Advisors L.L.C. | 4.58M | $133.28M | −257.8K | Reduced |
| 8 | Advisory Alpha, LLC | 3.88M | $112.88M | −94.5K | Reduced |
| 9 | Cerity Partners LLC | 3.84M | $111.98M | +87.2K | Added |
| 10 | Mariner, LLC | 3.39M | $98.47M | +474.8K | Added |
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