Institutional Ownership
Schwab Strategic Tr
CUSIP 808524854INT-TRM U.S TRESSCHRQ1 2026
Institutional Holders
505
13F filers
Shares Held
417.10M
Aggregate institutional
Institutional Value
$10.30B
Q1 2026
Net New Holders
+34
70 new · 36 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions70
Increased230
Decreased135
Sold out36
Institutional Holders
505 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 249.55M | $6.22B | +11.29M | Added |
| 2 | Royal Bank Of Canada | 17.33M | $431.81M | +253.4K | Added |
| 3 | Ameriprise Financial Inc | 13.38M | $333.28M | −471.9K | Reduced |
| 4 | Stifel Financial Corp | 7.62M | $189.88M | +372.0K | Added |
| 5 | Bank Of America Corp /De/ | 6.19M | $154.17M | +1.02M | Added |
| 6 | Jpmorgan Chase & Co | 5.98M | $148.57M | +775.8K | Added |
| 7 | Envestnet Asset Management Inc | 4.65M | $115.78M | +1.23M | Added |
| 8 | Exchange Traded Concepts, LLC | 4.22M | $105.05M | +187.4K | Added |
| 9 | Cornerstone Wealth Advisors, Inc. | 3.99M | $99.47M | +230.2K | Added |
| 10 | Moisand Fitzgerald Tamayo, LLC | 3.90M | $97.08M | +240.9K | Added |
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