Institutional Research
Stocks & Institutional Ownership
22,594 securities held by 13F filers in Q1 2026, ranked by institutional ownership.
| # | Stock | CUSIP | Holders | Inst. Value | New | Closed |
|---|---|---|---|---|---|---|
| 20151 | Schwab Target 2020MF | 808509558 | 1 | $158.2K | — | — |
| 20152 | Schwab Small-Cap EquityMFS | 808509673 | 1 | $2.2K | — | — |
| 20153 | Schwab Core EquityMFS | 808509806 | 1 | $127.2K | — | — |
| 20154 | Schwab Markettrack All EquitySCHWAB MUTL FUNDS | 808509814 | 1 | $995 | — | — |
| 20155 | Schwab BalancedSCHWAB MUTL FUNDS | 808509863 | 1 | $24 | — | — |
| 20156 | Schwab Target 2065 IndexSCHWAB MUTL FUNDS | 80850L692 | 1 | $2 | — | — |
| 20157 | Schwab Us Large Cap Growth IndMFS | 80850L718 | 1 | $315.3K | — | −1 |
| 20158 | Schwab Us Mid-Cap IndexIND | 80850L726 | 1 | $780.5K | — | −1 |
| 20159 | Schwab Us Lg-Cap Value IndexListed Stock | 80850L734 | 1 | $1.1K | — | — |
| 20160 | Schwab Target 2050 IndexCOM | 80850L783 | 1 | $461.7K | — | −1 |
| 20161 | Schwab Target 2035 IndexSCHWAB MUTL FUNDS | 80850L858 | 1 | $34 | — | — |
| 20162 | Schwab Charles Corp NewCOM | 808513015 | 1 | $4.41M | — | — |
| 20163 | Charles Schwab CorpCOMMON STOCK | 80851310R | 1 | $173.2K | — | — |
| 20164 | Schwab Charles CorpCALL | 808513905 | 1 | $2.9K | — | — |
| 20165 | Schwab Charles CorpPUT | 808513955 | 1 | $798 | +1 | — |
| 20166 | Schwab Government MoneyMMS | 808515209 | 1 | $169.8K | +1 | −2 |
| 20167 | Schwab Treasury Oblig Money UltraSCHWAB NON-SWEEP MMF | 808515480 | 1 | $1.71M | — | −3 |
| 20168 | Growth PoolUSD | 808516207 | 1 | $1.1K | — | −1 |
| 20169 | Balanced PoolMFO | 808516306 | 1 | $1.24M | — | −1 |
| 20170 | Income Index PoolMFO | 808516827 | 1 | $22.8K | +1 | −1 |
| 20171 | Principal Plus Interest PortfMF | 80851A687 | 1 | $133.7K | +1 | — |
| 20172 | 2030-2031 Enrollment PortfoliMF | 80851A885 | 1 | $499.0K | +1 | — |
| 20173 | Schwab Emerging Markets Equity ETFETF | 808524250 | 1 | $1.70M | +1 | — |
| 20174 | Schwab Intl Equity ETFETF | 808524268 | 1 | $5.12M | +1 | — |
| 20175 | Schwab Intl Small-Cap Equity ETFETF | 808524276 | 1 | $2.03M | +1 | — |
| 20176 | Schwab Us Broad Market ETFETF | 808524292 | 1 | $8.26M | +1 | — |
| 20177 | Schwab Us Small-Cap ETFETF | 808524318 | 1 | $4.17M | +1 | — |
| 20178 | Schwab Us Large-Cap Growth ETFETF | 808524326 | 1 | $9.0K | +1 | — |
| 20179 | Schwab Short-Term Us Treasury ETFETF | 808524334 | 1 | $10.69M | +1 | — |
| 20180 | Schwab Us Large-Cap Value ETFETF | 808524342 | 1 | $5.88M | +1 | — |
| 20181 | Schwab Strategic TrUS DIVIDEND EQ | 808524957 | 1 | $604 | — | — |
| 20182 | Ave Maria Value FundOPEN END TAXABLE NO LOAD FUND | 808530208 | 1 | $77.6K | +1 | — |
| 20183 | Ave Maria Growth FundOPEN END TAXABLE NO LOAD FUND | 808530307 | 1 | $312.3K | +1 | — |
| 20184 | Ave Maria Bond FundOPEN END TAXABLE NO LOAD FUND | 808530505 | 1 | $1.03M | +1 | — |
| 20185 | Ave Maria Rising Dividend FundOPEN END TAXABLE NO LOAD FUND | 808530604 | 1 | $74.3K | +1 | — |
| 20186 | Ave Maria World Equity FundOPEN END TAXABLE NO LOAD FUND | 808530802 | 1 | $58.2K | +1 | — |
| 20187 | Sciele Pharma IncCOMMON STOCK | 808627103 | 1 | $31 | — | — |
| 20188 | Scio Diamond Tech Xxxregistration Revoked By The Sec Eff: 08/09/19COMMON STOCK | 808831101 | 1 | $0 | +1 | — |
| 20189 | Scivanta Medical Xxxregistration Revoked By The Sec Eff: 08/14/19COM | 809120207 | 1 | $0 | — | — |
| 20190 | Scripps Networks Interact InCL A COM | 811065101 | 1 | $782 | +1 | — |
| 20191 | Sea LtdPUT | 81141R950 | 1 | $1.3K | — | — |
| 20192 | Seabright Insurance HoldingsCOMMON STOCK | 811656107 | 1 | $11 | — | — |
| 20193 | Seaena IncCOMMON STOCK | 811729102 | 1 | $0 | — | — |
| 20194 | Seabridge Gold IncCOM | 811916955 | 1 | $413 | +1 | — |
| 20195 | Seabridge Gold IncEQUITY | 811916956 | 1 | $869.3K | — | — |
| 20196 | Searchlight Minerals Corp NewCOM | 812224202 | 1 | $135 | — | — |
| 20197 | Sears Roebuck & CoCOMMON STOCK | 812387108 | 1 | $50 | — | — |
| 20198 | Sears Roebuck Acce 7 Pfd Due 07/15/42subj To Xtro RedemptionPREFERRED DEBT | 812404408 | 1 | $0 | — | — |
| 20199 | Sears Roebuck Accep Corp Nt 7.PREFERR | 812404507 | 1 | $0 | — | — |
| 20200 | Seattle Wash Drain & Wastewater Rev Sys Impt Ref Bds 2021 4.000 Percent 09/01/49 B/E Dtd 06/08/21 ClbCOUPON BEARING - FIXED RATE | 812631QL6 | 1 | $18.2K | +1 | — |