Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US LCAP VA ETF Institutional Ownership
CUSIP: 808524409
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
55
Shares (Excl. Options)
29,404,215
Price
$30.50
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- Security type / class
- Equity / US LCAP VA ETF
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 29,404,215
- Total 13F value
- $858,272,484
- Share change
- 0
- Number of holders
- 55
- SEC-reported price per share
- $30.50
Latest holder snapshot
2 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 808524409 - SCHWAB STRATEGIC TR - US LCAP VA ETF is tracked under CUSIP 808524409.
- 55 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 3 to 55 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,059,548 to $858,272,484.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 55 institutions filings for Q1 2026.
Security key
808524409
Latest holder period
Q1 2026
13F holders
55
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524409:
As of 31 Mar 2026, 55 institutional investors reported holding 29,404,215 shares of SCHWAB STRATEGIC TR - US LCAP VA ETF.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5