SMBS — Schwab Strategic Tr Institutional Holders · Q3 2026
Who owns Schwab Strategic Tr (SMBS)? 4 institutions reported holding $1.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($416,280), CoreCap Advisors, LLC ($363,288), Chapin Davis, Inc. ($304,752).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $416,280 | 17,345 | New |
| 2 | CoreCap Advisors, LLC | $363,288 | 15,137 | Added |
| 3 | CHAPIN DAVIS, INC. | $304,752 | 12,698 | Hold |
| 4 | Farther Finance Advisors, LLC | $261,672 | 10,903 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30