SCCR — SCHWAB STRATEGIC TR
As of Q2 2026, 6 SEC-registered investment managers reported holding SCCR (SCHWAB STRATEGIC TR) in their latest 13F filings, with a combined reported value of $1.29B across 50.35M shares. That is +19.8% by share count (+8.34M shares) versus the previous quarter, while reported value moved +19.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 50.19M | $1.28B | 0.17% | Add |
| Citadel Advisors history | 148.82K | $3.81M | 0.00% | Reduce |
| Goldman Sachs Group history | 13.29K | $340.22K | 0.00% | New |
| Wells Fargo & Co history | 2.36K | $60.29K | 0.00% | Hold |
| Morgan Stanley history | 1.57K | $40.10K | 0.00% | Add |
| UBS Group AG history | 27 | $691 | 0.00% | New |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 41.82M | $1.08B | 0.16% | Add |
| Citadel Advisors history | 189.22K | $4.87M | 0.00% | Add |
| Wells Fargo & Co history | 2.36K | $60.60K | 0.00% | New |
| Morgan Stanley history | 1.10K | $28.42K | 0.00% | Add |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 37.90M | $979.82M | 0.15% | Add |
| Citadel Advisors history | 42.17K | $1.09M | 0.00% | Add |
| Morgan Stanley history | 280 | $7.24K | 0.00% | New |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 34.30M | $890.09M | 0.14% | Add |
| Citadel Advisors history | 20.05K | $520.40K | 0.00% | New |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 10.00M | $256.01M | 0.04% | Add |
| Goldman Sachs Group history | 32.95K | $843.48K | 0.00% | New |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management history | 5.61M | $143.48M | 0.03% | New |
| UBS Group AG history | 9.57K | $244.85K | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 13.29K sh · $340.22K
- UBS Group AG 27 sh · $691
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Charles Schwab Investment Management | 50.19M | 41.82M | 37.90M | 34.30M | 10.00M | 5.61M |
| Citadel Advisors | 148.82K | 189.22K | 42.17K | 20.05K | — | — |
| Goldman Sachs Group | 13.29K | — | — | — | 32.95K | — |
| Wells Fargo & Co | 2.36K | 2.36K | — | — | — | — |
| Morgan Stanley | 1.57K | 1.10K | 280 | — | — | — |
| UBS Group AG | 27 | — | — | — | — | 9.57K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details