Institutional Ownership
Schwab Strategic Tr
CUSIP 808524672INTERNL DIVIDSCHYQ1 2026
Institutional Holders
194
13F filers
Shares Held
15.13M
Aggregate institutional
Institutional Value
$471.67M
Q1 2026
Net New Holders
+24
35 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions35
Increased92
Decreased33
Sold out11
Institutional Holders
194 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 3.54M | $111.98M | −26.4K | Reduced |
| 2 | Hamel Associates, Inc. | 821.0K | $25.99M | +113.8K | Added |
| 3 | Summit Asset Management, LLC | 608.0K | $19.25M | +4.1K | Added |
| 4 | Osaic Holdings, Inc. | 581.8K | $18.42M | −2.6K | Reduced |
| 5 | Jane Street Group, LLC | 489.2K | $15.49M | −110.8K | Reduced |
| 6 | Lpl Financial LLC | 466.6K | $14.77M | +121.7K | Added |
| 7 | Hightower Advisors, LLC | 438.5K | $13.88M | +29.1K | Added |
| 8 | Bank Of America Corp /De/ | 416.2K | $13.18M | +5.6K | Added |
| 9 | Modern Wealth Management, LLC | 335.1K | $10.64M | +11.5K | Added |
| 10 | Iron Financial LLC | 310.3K | $9.82M | +25.0K | Added |
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