Institutional Ownership
Schwab Strategic Tr
CUSIP 808524631HIGH YIELD BD ETSCYBQ1 2026
Institutional Holders
139
13F filers
Shares Held
8.06M
Aggregate institutional
Institutional Value
$207.12M
Q1 2026
Net New Holders
+24
43 new · 19 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions43
Increased58
Decreased24
Sold out19
Institutional Holders
139 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 1.43M | $37.07M | +286.2K | Added |
| 2 | Cornerstone Enterprises, LLC | 625.9K | $16.27M | +43.4K | Added |
| 3 | Charles Schwab Trust Co | 505.4K | $13.14M | +70.5K | Added |
| 4 | L2 Asset Management, LLC | 468.5K | $12.18M | +239.3K | Added |
| 5 | Jane Street Group, LLC | 420.7K | $10.94M | +391.3K | Added |
| 6 | Jones Financial Companies Lllp | 418.7K | $10.78M | +172.1K | Added |
| 7 | Dahring | Cusmano LLC | 346.4K | $9.01M | +23.2K | Added |
| 8 | Rational Advisors, Inc. | 301.1K | $7.83M | +301.1K | New |
| 9 | Cfg Wealth Management Services, Inc. | 228.1K | $5.95M | +6.6K | Added |
| 10 | Summit Financial, LLC | 201.4K | $5.24M | +70.9K | Added |
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