Institutional Ownership
Schwab Strategic Tr
CUSIP 808524748FUNDAMENTAL INTLFNDCQ1 2026
Institutional Holders
291
13F filers
Shares Held
38.08M
Aggregate institutional
Institutional Value
$1.76B
Q1 2026
Net New Holders
+21
37 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions37
Increased69
Decreased93
Sold out16
Institutional Holders
291 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 28.03M | $1.30B | −420.8K | Reduced |
| 2 | Morgan Stanley | 602.0K | $27.91M | +14.5K | Added |
| 3 | Ghp Investment Advisors, Inc. | 600.2K | $27.83M | +4.8K | Added |
| 4 | Exencial Wealth Advisors, LLC | 556.9K | $25.82M | −18.4K | Reduced |
| 5 | Focus Partners Wealth | 504.7K | $23.40M | +351 | Added |
| 6 | Kelman-Lazarov, Inc. | 496.9K | $23.04M | +21.7K | Added |
| 7 | Prairiewood Capital, LLC | 301.8K | $13.99M | +13.2K | Added |
| 8 | High Probability Advisors, LLC | 289.8K | $13.44M | +1.8K | Added |
| 9 | Victory Capital Management Inc | 281.3K | $13.04M | −220.8K | Reduced |
| 10 | Collective Family Office LLC | 245.8K | $11.40M | +10.2K | Added |
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