13FBOX
Schwab Strategic Tr · 13F Institutional Holdings
Options Calculator Rankings
S

Schwab Strategic Tr

SWTSX
Institutions
10
Combined AUM (Q2 2026)
$120.8M
Combined Shares (Q2 2026)
6.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+153,614
5 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.8M
3 · 1 Exit · ≈
⚖️ Net
-1.6M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$120.8M
Institutions
10
New Buys
4
Adds
1
Reduces
2
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ZEVENBERGEN CAPITAL INVESTMENTS LLC
1.04%1.91%#2$45.7M2.5M$66.5M4.2M-1.7M-40.67%Reduce
YOUSIF CAPITAL MANAGEMENT, LLC
0.48%0.43%#3$42.8M2.4M$37.0M2.4M00.00%Unchanged
NORTH STAR ASSET MANAGEMENT INC
1.13%1.4%#1$28.7M1.6M$24.9M1.6M-6,716-0.42%Reduce
Vermillion Wealth Management, Inc.
0.36%#4$1.5M83,300$00+83,300New Buy
Wealthspire Advisors, LLC
0.01%#9$954,41552,440$00+52,440New Buy
Ethos Financial Group, LLC
0.02%0.02%#6$367,35720,743$322,77620,520+223+1.09%Add
Lester Murray Antman dba SimplyRich
0.08%0.08%#5$320,00020,355$320,00020,35500.00%Unchanged
NBT BANK, N.A.
0.02%#7$317,27617,433$00+17,433New Buy
Westside Investment Management, Inc.
0.02%0.02%#8$145,9148,017$127,2348,01700.00%Unchanged
Coston, McIsaac & Partners
<0.01%#10$3,968218$00+218New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow