13F institutional ownership facts

Institutions tracked

14

Reported value

$4,199,598.00

Reported shares

170,300

Latest filing period

Q2 2026

Top institutional holders

  1. Charles Schwab · $6,496,360,837 · 0.86%
  2. Jamie Dimon - JPMorgan Chase · $156,828,422 · 0.01%
  3. Renaissance Technologies · $4,199,598 · 0.01%
  4. Jeremy Grantham - GMO · $3,221,286 · 0.01%
  5. Jane Street Group · $5,263,677 · <0.01%%
  6. Franklin Resources · $13,320,050 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-SCHR

Institutional Holdings

14

Top Institutions

Top Institutions

1

Charles Schwab

263,437,179 shares

0.86%

% of Portfolio

2

Jamie Dimon - JPMorgan Chase

6,339,063 shares

0.01%

% of Portfolio

3

Renaissance Technologies

170,300 shares

0.01%

% of Portfolio

4

Jeremy Grantham - GMO

130,628 shares

0.01%

% of Portfolio

5

Jane Street Group

213,450 shares

NaN%

% of Portfolio

6

Franklin Resources

540,148 shares

NaN%

% of Portfolio

7

UBS Group

678,451 shares

NaN%

% of Portfolio

8

Morgan Stanley

1,669,051 shares

NaN%

% of Portfolio

9

Ken Griffin - Citadel Advisors

20,887 shares

NaN%

% of Portfolio

10

David Solomon - Goldman Sachs

70,866 shares

NaN%

% of Portfolio

11

PNC Financial Services

11,523 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

346,927 shares

NaN%

% of Portfolio

13

Cliff Asness - AQR Capital Management

9,218 shares

NaN%

% of Portfolio

14

State Street Corp

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

33%

LARGE

26%

MEDIUM

19%

SMALL

22%

Geographic Distribution

North America
63%
Europe
26%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

58

Sellers

21

Holders

64

New

15

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

21

Insider Sellers

21

Purchase Value

$13.9M

Role Distribution

CEO
28%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

88

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
73
Recent Activity
86
Concentration
69
Momentum
87
Stability
72

Recent Actions

New

13

Increased

31

Decreased

17

Exited

6

Total

50

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