Institutional Ownership
Schwab Strategic Tr
CUSIP 808524656CRYPTO THEMATICSTCEQ1 2026
Institutional Holders
66
13F filers
Shares Held
428.8K
Aggregate institutional
Institutional Value
$16.73M
Q1 2026
Net New Holders
+5
12 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased14
Decreased16
Sold out7
Institutional Holders
66 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 64.1K | $3.33M | +5.5K | Added |
| 2 | Global Wealth Strategies & Associates | 59.0K | $3.07M | +2.6K | Added |
| 3 | Quattro Advisors LLC | 32.4K | $1.69M | −2.5K | Reduced |
| 4 | D. E. Shaw & Co., Inc. | 25.2K | $1.31M | −25.3K | Reduced |
| 5 | Susquehanna International Group, LLP | 21.9K | $1.14M | +2.2K | Added |
| 6 | Mml Investors Services, LLC | 12.7K | $659.5K | −43.9K | Reduced |
| 7 | Kingswood Wealth Advisors, LLC | 11.8K | $615.0K | +11.8K | New |
| 8 | Orion Porfolio Solutions, LLC | 11.0K | $570.2K | +11.0K | New |
| 9 | Jane Street Group, LLC | 10.1K | $524.6K | −10.7K | Reduced |
| 10 | Advyzon Investment Management, LLC | 9.4K | $491.2K | +1.5K | Added |
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