Institutional Ownership
Schwab Strategic Tr
CUSIP 808524771FUNDAMENTAL US LFNDXQ1 2026
Institutional Holders
767
13F filers
Shares Held
681.95M
Aggregate institutional
Institutional Value
$18.87B
Q1 2026
Net New Holders
+38
81 new · 43 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions81
Increased331
Decreased197
Sold out43
Institutional Holders
767 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 419.42M | $11.68B | +5.98M | Added |
| 2 | Captrust Financial Advisors | 27.50M | $765.69M | +6.10M | Added |
| 3 | Keybank National Association/Oh | 12.45M | $346.86M | +4.16M | Added |
| 4 | Boulay Financial Advisors, LLC | 9.57M | $266.47M | +441.6K | Added |
| 5 | Mcadam, LLC | 9.37M | $260.96M | +190.4K | Added |
| 6 | Signature Estate & Investment Advisors LLC | 8.43M | $234.65M | +396.8K | Added |
| 7 | Ameriprise Financial Inc | 8.16M | $227.35M | −323.5K | Reduced |
| 8 | Envestnet Asset Management Inc | 6.62M | $184.44M | +1.47M | Added |
| 9 | Steele Capital Management, Inc. | 6.30M | $175.46M | +187.5K | Added |
| 10 | Lpl Financial LLC | 5.83M | $162.23M | +673.9K | Added |
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