Institutional Ownership
Schwab Strategic Tr
CUSIP 808524839US AGGREGATE BSCHZQ1 2026
Institutional Holders
657
13F filers
Shares Held
182.41M
Aggregate institutional
Institutional Value
$4.20B
Q1 2026
Net New Holders
+10
50 new · 40 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions50
Increased328
Decreased203
Sold out40
Institutional Holders
657 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 13.28M | $307.63M | +694.4K | Added |
| 2 | Rockbridge Investment Management, Lcc | 9.69M | $225.09M | +735.7K | Added |
| 3 | Avantax Planning Partners, Inc. | 7.71M | $179.04M | +263.3K | Added |
| 4 | Ameriprise Financial Inc | 6.47M | $150.23M | +101.1K | Added |
| 5 | Charles Schwab Trust Co | 6.41M | $148.96M | +199.8K | Added |
| 6 | Financial Engines Advisors L.L.C. | 5.41M | $125.71M | +17.4K | Added |
| 7 | Cwm, LLC | 4.79M | $111.21M | +767.1K | Added |
| 8 | Hightower Advisors, LLC | 4.49M | $104.28M | +373.2K | Added |
| 9 | Kohmann Bosshard Financial Services, LLC | 3.32M | $77.11M | +377.2K | Added |
| 10 | Envestnet Asset Management Inc | 3.29M | $76.50M | +969.7K | Added |
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