13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SCYB

SCHWAB STRATEGIC TR

148 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 808524631·148 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.6%
vs prior quarter
13F value held
$157M
73.0% inst. owned
of float
Holders
148
-59 QoQ
filers reporting
Activity
+87 / −37
+825 added · −842 reduced
this quarter
Concentration
23.62%
Tidal Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

148 institutions reported SCYB in Q1 2026. Tidal Investments LLC leads at 23.6% of the visible book. -59 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Tidal Investments LLC
CIK 0001600064
$37M1.4M0.08%Q1 202602
CORNERSTONE ENTERPRISES, LLC
CIK 0001987314
$16M626K8.09%Q1 202603
Charles Schwab Trust Co
CIK 0001789219
$13M505K0.85%Q1 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$11M421K0.00%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M419K0.01%Q1 202606
DAHRING | CUSMANO LLC
CIK 0002053669
$9M346K5.54%Q1 202607
RATIONAL ADVISORS, INC.
CIK 0001143565
$8M301K0.80%Q1 202608
L2 Asset Management, LLC
CIK 0001686988
$6M229K0.81%Q4 202509
CFG Wealth Management Services, Inc.
CIK 0002133547
$6M228K5.40%Q1 202610
Summit Financial, LLC
CIK 0001765536
$5M201K0.07%Q1 202611
Principia Wealth Advisory, LLC
CIK 0002041436
$4M166K2.74%Q4 202512
OLD MISSION CAPITAL LLC
CIK 0001455915
$4M156K0.06%Q1 202613
MMA ASSET MANAGEMENT LLC
CIK 0001842667
$4M149K1.36%Q1 202614
GTS SECURITIES LLC
CIK 0001452765· Market maker
$4M146K0.13%Q1 202615
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$4M144K0.06%Q1 202616
MFG WEALTH MANAGEMENT, INC.
CIK 0002053046
$4M139K3.01%Q1 202617
Avior Wealth Management, LLC
CIK 0001599868
$3M127K0.09%Q1 202618
FF Advisors,LLC
CIK 0002011904
$3M104K1.11%Q1 202619
Prospera Financial Services Inc
CIK 0001541625
$3M103K0.04%Q1 202620
Elm3 Financial Group, LLC
CIK 0002011201
$2M94K2.07%Q1 2026
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