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

Schwab Strategic Tr

SWAGX
Institutions
3
Combined AUM (Q2 2026)
$3.9M
Combined Shares (Q2 2026)
442,396
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+438,841
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+438,841
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.9M
Institutions
3
New Buys
1
Adds
2
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Vermillion Wealth Management, Inc.
0.92%#1$3.9M438,802$00+438,802New Buy
Coston, McIsaac & Partners
<0.01%<0.01%#3$17,4241,956$17,0001,935+21+1.09%Add
C M BIDWELL & ASSOCIATES LTD
0.01%0.01%#2$14,5911,638$14,4851,620+18+1.11%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow