Institutional Ownership
Schwab Strategic Tr
CUSIP 808524847US REIT ETFSCHHQ1 2026
Institutional Holders
560
13F filers
Shares Held
231.09M
Aggregate institutional
Institutional Value
$4.89B
Q1 2026
Net New Holders
+23
64 new · 41 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions64
Increased219
Decreased182
Sold out41
Institutional Holders
560 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 59.89M | $1.29B | −154.8K | Reduced |
| 2 | Us Bancorp \De\ | 33.68M | $723.72M | +925.2K | Added |
| 3 | Fmr LLC | 25.14M | $540.18M | +805.0K | Added |
| 4 | Creative Planning | 20.36M | $437.49M | −747.2K | Reduced |
| 5 | Two Sigma Investments, LP | 12.02M | $258.39M | +342.3K | Added |
| 6 | Envestnet Asset Management Inc | 11.04M | $237.35M | +9.88M | Added |
| 7 | Dumac, Inc. | 7.93M | $170.40M | +82.4K | Added |
| 8 | Northwestern Mutual Wealth Management Co | 7.57M | $162.69M | −75.8K | Reduced |
| 9 | Cerity Partners LLC | 2.66M | $57.16M | +3.9K | Added |
| 10 | Benjamin Edwards Inc | 2.10M | $45.13M | +288.9K | Added |
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