Institutional Ownership
Schwab Strategic Tr
CUSIP 8085247141 5YR CORP BDSCHJQ1 2026
Institutional Holders
126
13F filers
Shares Held
9.15M
Aggregate institutional
Institutional Value
$216.65M
Q1 2026
Net New Holders
+6
16 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased56
Decreased30
Sold out10
Institutional Holders
126 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hamrick Investment Counsel, LLC | 742.5K | $18.36M | +76.5K | Added |
| 2 | Hartline Investment Corp/ | 640.3K | $15.83M | +63.0K | Added |
| 3 | White Wing Wealth Management | 466.8K | $11.54M | +40.1K | Added |
| 4 | Columbus Macro, LLC | 412.0K | $10.19M | −34.4K | Reduced |
| 5 | Cetera Investment Advisers | 388.8K | $9.61M | +2.6K | Added |
| 6 | Envestnet Asset Management Inc | 386.2K | $9.55M | −14.8K | Reduced |
| 7 | Sightline Wealth Advisors, LLC | 373.5K | $9.24M | +123.4K | Added |
| 8 | Cape Investment Advisory, Inc. | 340.2K | $8.41M | +15.8K | Added |
| 9 | Meridian Wealth Management, LLC | 293.6K | $7.26M | −1.0K | Reduced |
| 10 | Bank Of America Corp /De/ | 287.7K | $7.11M | +10.3K | Added |
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