Institutional Ownership
Schwab Strategic Tr
CUSIP 808524730FUNDAMENTAL EMERFNDEQ1 2026
Institutional Holders
465
13F filers
Shares Held
187.11M
Aggregate institutional
Institutional Value
$7.09B
Q1 2026
Net New Holders
+44
66 new · 22 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions66
Increased165
Decreased128
Sold out22
Institutional Holders
465 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 124.02M | $4.74B | +1.06M | Added |
| 2 | Fmr LLC | 15.46M | $591.57M | −1.11M | Reduced |
| 3 | Morgan Stanley | 3.78M | $144.45M | −303.6K | Reduced |
| 4 | Bank Of America Corp /De/ | 2.80M | $107.10M | +642.0K | Added |
| 5 | Victory Capital Management Inc | 2.23M | $85.19M | +204.4K | Added |
| 6 | Bogart Wealth, LLC | 1.86M | $71.06M | +3.3K | Added |
| 7 | Envestnet Asset Management Inc | 1.42M | $54.38M | +67.5K | Added |
| 8 | Wells Fargo & Company/Mn | 1.17M | $44.71M | −25.8K | Reduced |
| 9 | Northwestern Mutual Wealth Management Co | 1.02M | $39.11M | +351.8K | Added |
| 10 | Unison Advisors LLC | 972.6K | $37.21M | −25.9K | Reduced |
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