Institutional Ownership
Schwab Strategic Tr
CUSIP 808524649MUN BD ETFSCMBQ1 2026
Institutional Holders
168
13F filers
Shares Held
106.03M
Aggregate institutional
Institutional Value
$2.69B
Q1 2026
Net New Holders
+20
34 new · 14 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions34
Increased71
Decreased31
Sold out14
Institutional Holders
168 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 66.31M | $1.69B | +688.8K | Added |
| 2 | Bank Of America Corp /De/ | 21.96M | $559.53M | +21.32M | Added |
| 3 | Jones Financial Companies Lllp | 2.98M | $75.45M | +874.8K | Added |
| 4 | Avidian Wealth Enterprises, LLC | 1.50M | $38.15M | −9.1K | Reduced |
| 5 | Charles Schwab Trust Co | 949.5K | $24.19M | +33.4K | Added |
| 6 | Jane Street Group, LLC | 868.5K | $22.13M | +868.5K | New |
| 7 | Pallas Capital Advisors LLC | 845.2K | $21.54M | −48.9K | Reduced |
| 8 | United Capital Financial Advisors, LLC | 779.9K | $19.88M | +133.1K | Added |
| 9 | Creative Planning | 748.8K | $19.08M | +706.3K | Added |
| 10 | Envestnet Asset Management Inc | 726.4K | $18.51M | +581.3K | Added |
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