Institutional Ownership
Schwab Strategic Tr
CUSIP 808524680LONG TERM USSCHQQ1 2026
Institutional Holders
120
13F filers
Shares Held
15.37M
Aggregate institutional
Institutional Value
$474.01M
Q1 2026
Net New Holders
+3
23 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions23
Increased38
Decreased49
Sold out20
Institutional Holders
120 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.99M | $125.36M | −2.06M | Reduced |
| 2 | Lpl Financial LLC | 1.36M | $42.75M | −544.2K | Reduced |
| 3 | Mirae Asset Global Investments Co., Ltd. | 977.6K | $30.73M | −305.6K | Reduced |
| 4 | Mml Investors Services, LLC | 976.4K | $30.69M | −669.5K | Reduced |
| 5 | Tidal Investments LLC | 676.2K | $21.18M | +358.9K | Added |
| 6 | Carolina Wealth Advisors, LLC | 564.3K | $17.73M | −15.4K | Reduced |
| 7 | Sfmg, LLC | 540.8K | $17.00M | +63.7K | Added |
| 8 | Werba Rubin Papier Wealth Management | 478.7K | $15.05M | −4.1K | Reduced |
| 9 | Wells Fargo & Company/Mn | 469.3K | $14.75M | +131.4K | Added |
| 10 | Jpmorgan Chase & Co | 419.8K | $13.20M | −182.1K | Reduced |
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