Institutional Ownership
Schwab Strategic Tr
CUSIP 808524763FUNDAMENTAL US SFNDAQ1 2026
Institutional Holders
466
13F filers
Shares Held
226.71M
Aggregate institutional
Institutional Value
$7.33B
Q1 2026
Net New Holders
+18
47 new · 29 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions47
Increased160
Decreased136
Sold out29
Institutional Holders
466 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 179.24M | $5.81B | −194.1K | Reduced |
| 2 | Clearstead Advisors, LLC | 3.74M | $121.38M | +3.73M | Added |
| 3 | Waddell & Associates, LLC | 2.89M | $93.63M | +63.3K | Added |
| 4 | Steele Capital Management, Inc. | 2.11M | $68.35M | +60.6K | Added |
| 5 | Prairiewood Capital, LLC | 2.05M | $66.60M | +63.8K | Added |
| 6 | Ubs Group AG | 1.48M | $47.94M | +49.3K | Added |
| 7 | Vantagepoint Investment Advisers LLC | 1.44M | $46.84M | −121.8K | Reduced |
| 8 | Moller Wealth Partners | 1.27M | $41.06M | +48.4K | Added |
| 9 | Riverpoint Wealth Management Holdings, LLC | 1.16M | $37.55M | +14.9K | Added |
| 10 | Morgan Stanley | 1.13M | $36.63M | −153.7K | Reduced |
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