13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

SCHWAB STRATEGIC TR

3 institutions still hold SCHWAB STRATEGIC TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524902·3 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.0%
vs prior quarter
13F value held
$3M
79.0% inst. owned
of float
Holders
3
+33 QoQ
filers reporting
Activity
+72 / −7
+803 added · −747 reduced
this quarter
Concentration
95.03%
Value Investment Professionals, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported SCHWAB STRATEGIC TR in Q1 2026. Value Investment Professionals, LLC leads at 95.0% of the visible book. +33 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Value Investment Professionals, LLC
CIK 0002110205
$3M100K2.46%Q1 202602
GROUP ONE TRADING LLC
CIK 0000932540
$140,5606K0.00%Q1 202603
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025