Institutional Ownership
Schwab Strategic Tr
CUSIP 808524706EMRG MKTEQ ETFSCHEQ1 2026
Institutional Holders
856
13F filers
Shares Held
152.57M
Aggregate institutional
Institutional Value
$4.96B
Q1 2026
Net New Holders
+34
66 new · 32 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions66
Increased314
Decreased318
Sold out32
Institutional Holders
856 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 21.76M | $716.93M | +2.85M | Added |
| 2 | Financial Engines Advisors L.L.C. | 15.54M | $512.12M | −669.1K | Reduced |
| 3 | Hightower Advisors, LLC | 9.48M | $312.21M | −187.2K | Reduced |
| 4 | Rakuten Investment Management, Inc. | 4.49M | $149.24M | +2.25M | Added |
| 5 | Us Bancorp \De\ | 3.64M | $120.06M | −2.90M | Reduced |
| 6 | Northwestern Mutual Wealth Management Co | 3.37M | $111.10M | −92.2K | Reduced |
| 7 | Morgan Stanley | 2.43M | $80.15M | +107.9K | Added |
| 8 | Rebalance, LLC | 2.18M | $71.98M | +16.5K | Added |
| 9 | Orgel Wealth Management, LLC | 2.11M | $69.53M | +107.5K | Added |
| 10 | Mather Group, LLC. | 2.08M | $68.58M | −14.5K | Reduced |
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