Institutional Ownership
Schwab Strategic Tr
CUSIP 808524797US DIVIDEND EQSCHDQ1 2026
Institutional Holders
2,026
13F filers
Shares Held
817.43M
Aggregate institutional
Institutional Value
$24.23B
Q1 2026
Net New Holders
+127
207 new · 80 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions207
Increased864
Decreased742
Sold out80
Institutional Holders
2,026 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rakuten Investment Management, Inc. | 83.18M | $2.25B | +41.59M | Added |
| 2 | Sumitomo Life Insurance Co | 45.45M | $1.39B | +14.40M | Added |
| 3 | Bank Of America Corp /De/ | 30.86M | $946.85M | −16.08M | Reduced |
| 4 | Lpl Financial LLC | 30.86M | $946.83M | −1.29M | Reduced |
| 5 | Morgan Stanley | 26.34M | $807.99M | +478.0K | Added |
| 6 | Cetera Investment Advisers | 24.18M | $741.98M | −10.42M | Reduced |
| 7 | Envestnet Asset Management Inc | 17.31M | $531.13M | +1.10M | Added |
| 8 | Raymond James Financial Inc | 17.18M | $527.08M | +1.66M | Added |
| 9 | Ubs Group AG | 14.63M | $448.96M | +490.4K | Added |
| 10 | Northwestern Mutual Wealth Management Co | 13.73M | $421.38M | −315.6K | Reduced |
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