Institutional Ownership
Schwab Strategic Tr
CUSIP 808524862SHT TM US TRESSCHOQ1 2026
Institutional Holders
686
13F filers
Shares Held
319.45M
Aggregate institutional
Institutional Value
$7.71B
Q1 2026
Net New Holders
+14
67 new · 53 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions67
Increased294
Decreased237
Sold out53
Institutional Holders
686 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 110.72M | $2.69B | −11.78M | Reduced |
| 2 | Jpmorgan Chase & Co | 24.47M | $593.38M | +3.36M | Added |
| 3 | Sei Investments Co | 16.74M | $406.30M | −1.86M | Reduced |
| 4 | Ameriprise Financial Inc | 15.45M | $363.24M | −3.55M | Reduced |
| 5 | Envestnet Asset Management Inc | 7.67M | $186.19M | +198.6K | Added |
| 6 | Stifel Financial Corp | 6.36M | $154.33M | +331.1K | Added |
| 7 | Pnc Financial Services Group, Inc. | 4.10M | $99.61M | +227.9K | Added |
| 8 | Moisand Fitzgerald Tamayo, LLC | 3.92M | $95.16M | +250.4K | Added |
| 9 | Wealth Enhancement Advisory Services, LLC | 3.41M | $82.54M | +231.8K | Added |
| 10 | State Street Corp | 3.10M | $75.24M | 0 | Held |
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