Institutional Ownership
Schwab Strategic Tr
CUSIP 8085247221000 INDEX ETFSCHKQ1 2026
Institutional Holders
232
13F filers
Shares Held
73.00M
Aggregate institutional
Institutional Value
$2.29B
Q1 2026
Net New Holders
+5
25 new · 20 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions25
Increased90
Decreased52
Sold out20
Institutional Holders
232 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 43.61M | $1.37B | −65.7K | Reduced |
| 2 | Legacy Wealth Management, LLC | 6.00M | $188.00M | −117.0K | Reduced |
| 3 | Creative Planning | 3.90M | $122.16M | +765.0K | Added |
| 4 | Warwick Investment Management, Inc. | 3.58M | $112.18M | +78.1K | Added |
| 5 | Charles Schwab Investment Management Inc | 3.45M | $108.12M | −26.6K | Reduced |
| 6 | Armstrong Advisory Group, Inc | 2.48M | $77.63M | −49.0K | Reduced |
| 7 | Waddell & Associates, LLC | 2.14M | $67.08M | +69.9K | Added |
| 8 | Plum Street Advisors, LLC | 720.9K | $22.58M | +24.7K | Added |
| 9 | Focus Partners Wealth | 477.5K | $14.96M | +231 | Added |
| 10 | Mariner, LLC | 449.2K | $14.07M | +135.6K | Added |
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