Institutional Ownership
Schwab Strategic Tr
CUSIP 808524789FUNDAMENTAL US BFNDBQ1 2026
Institutional Holders
170
13F filers
Shares Held
12.21M
Aggregate institutional
Institutional Value
$318.37M
Q1 2026
Net New Holders
+11
21 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased63
Decreased47
Sold out10
Institutional Holders
170 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Alphacore Capital LLC | 1.23M | $33.44M | −76.5K | Reduced |
| 2 | Financial Consulate, Inc | 1.04M | $28.28M | +20.3K | Added |
| 3 | Opes Wealth Management LLC | 744.8K | $20.26M | +7.1K | Added |
| 4 | Hightower Advisors, LLC | 654.1K | $17.79M | −50.1K | Reduced |
| 5 | Sound Stewardship, LLC | 640.4K | $17.42M | +5.4K | Added |
| 6 | Morgan Stanley | 439.6K | $11.96M | +40.3K | Added |
| 7 | Bank Of America Corp /De/ | 434.8K | $11.83M | −2.0K | Reduced |
| 8 | Raymond James Financial Inc | 301.0K | $8.19M | +17.4K | Added |
| 9 | Envestnet Asset Management Inc | 277.8K | $7.56M | +29.4K | Added |
| 10 | Brightwater Advisory LLC | 272.8K | $7.42M | −7.3K | Reduced |
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