Institutional Ownership
Schwab Strategic Tr
CUSIP 808524755FUNDAMENTAL INTLFNDFQ1 2026
Institutional Holders
808
13F filers
Shares Held
310.35M
Aggregate institutional
Institutional Value
$14.93B
Q1 2026
Net New Holders
+48
89 new · 41 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions89
Increased332
Decreased208
Sold out41
Institutional Holders
808 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 143.03M | $7.00B | −3.45M | Reduced |
| 2 | Wealth Enhancement Advisory Services, LLC | 14.59M | $707.69M | −3.87M | Reduced |
| 3 | Regions Financial Corp | 9.25M | $452.38M | +84.4K | Added |
| 4 | Bank Of America Corp /De/ | 8.33M | $407.58M | +229.7K | Added |
| 5 | Morgan Stanley | 6.88M | $336.62M | −1.77M | Reduced |
| 6 | Northwestern Mutual Wealth Management Co | 6.12M | $299.46M | +87.2K | Added |
| 7 | Wells Fargo & Company/Mn | 5.92M | $289.56M | −65.7K | Reduced |
| 8 | Captrust Financial Advisors | 4.04M | $197.84M | +644.6K | Added |
| 9 | Auto-Owners Insurance Co | 3.64M | $174.74M | 0 | Held |
| 10 | Ameriprise Financial Inc | 3.12M | $152.48M | +520.0K | Added |
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