Institutional Ownership
Schwab Strategic Tr
CUSIP 8085246985 10YR CORP BDSCHIQ1 2026
Institutional Holders
257
13F filers
Shares Held
50.51M
Aggregate institutional
Institutional Value
$1.12B
Q1 2026
Net New Holders
+31
55 new · 24 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions55
Increased95
Decreased62
Sold out24
Institutional Holders
257 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 8.53M | $193.39M | +692.8K | Added |
| 2 | Riverfront Investment Group, LLC | 8.46M | $191.76M | +26.1K | Added |
| 3 | Envestnet Asset Management Inc | 7.21M | $163.48M | −91.6K | Reduced |
| 4 | Raymond James Financial Inc | 2.76M | $62.57M | +239.8K | Added |
| 5 | Ameriprise Financial Inc | 1.60M | $36.33M | +353.3K | Added |
| 6 | Bouchey Financial Group Ltd | 1.47M | $33.48M | +43.1K | Added |
| 7 | Permanens Capital L.P. | 1.35M | $30.62M | +1.35M | New |
| 8 | L2 Asset Management, LLC | 1.31M | $29.78M | +658.4K | Added |
| 9 | Royal Bank Of Canada | 1.10M | $24.90M | +11.1K | Added |
| 10 | Bank Of America Corp /De/ | 1.02M | $23.14M | −53.5K | Reduced |
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