Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US REIT ETF Institutional Ownership
CUSIP: 808524847
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
31
Shares (Excl. Options)
20,852,379
Price
$21.49
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- Security type / class
- Equity / US REIT ETF
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 20,852,379
- Total 13F value
- $428,268,715
- Share change
- 0
- Number of holders
- 31
- SEC-reported price per share
- $21.49
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
- 808524847 - SCHWAB STRATEGIC TR - US REIT ETF is tracked under CUSIP 808524847.
- 31 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 31 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $643,870 to $428,268,715.
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 31 institutions filings for Q1 2026.
Security key
808524847
Latest holder period
Q1 2026
13F holders
31
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524847:
As of 31 Mar 2026, 31 institutional investors reported holding 20,852,379 shares of SCHWAB STRATEGIC TR - US REIT 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
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 20,852,379 | $428,268,715 | $21.49 | 31 | |
| 2025 Q4 | 30,822 | $643,870 | +$70,880 | $20.89 | 1 |
| 2024 Q2 | 3,666,139 | $73,212,796 | -$15,719,605 | $19.97 | 1 |
| 2024 Q1 | 4,453,300 | $90,401,990 | +$13,658,307 | $20.30 | 1 |
| 2023 Q4 | 3,780,477 | $78,293,679 | $20.71 | 1 |