Who Owns SCHWAB STRATEGIC TR (SMBS)? -- Institutional Holders (2026-03-31)
95 institutions reported holding $6.07B of SCHWAB STRATEGIC TR (SMBS) in SEC 13F filings for 2026-03-31. Largest institutional holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($6.00B), JPMORGAN CHASE & CO ($15.7M), CacheTech Inc. ($9.9M), Adams Wealth Management ($8.9M), GOLDMAN SACHS GROUP INC ($8.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.00B | 234.8M | Added |
| 2 | JPMORGAN CHASE & CO | $15.7M | 616,794 | Added |
| 3 | CacheTech Inc. | $9.9M | 386,649 | Trimmed |
| 4 | Adams Wealth Management | $8.9M | 349,688 | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $8.3M | 326,624 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.0M | 274,632 | Added |
| 7 | Schwallier Wealth Management LLC | $4.5M | 176,192 | New |
| 8 | Summit Financial, LLC | $3.2M | 124,597 | Added |
| 9 | CITADEL ADVISORS LLC | $1.8M | 70,217 | Added |
| 10 | JANE STREET GROUP, LLC | $1.7M | 67,653 | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 67,329 | Added |
| 12 | LPL Financial LLC | $1.2M | 47,491 | Added |
| 13 | Creative Planning | $762,131 | 29,829 | Added |
| 14 | Aspetuck Financial Management LLC | $734,562 | 28,750 | New |
| 15 | BANK OF AMERICA CORP /DE/ | $661,030 | 25,872 | Added |
| 16 | CoreCap Advisors, LLC | $652,905 | 25,554 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $652,496 | 25,558 | New |
| 18 | CHAPMAN FINANCIAL GROUP, LLC | $651,040 | 25,481 | Added |
| 19 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $649,303 | 25,413 | New |
| 20 | Atlantic Union Bankshares Corp | $549,611 | 21,511 | New |
| 21 | FMR LLC | $368,744 | 14,432 | Added |
| 22 | Cetera Investment Advisers | $347,489 | 13,600 | Added |
| 23 | HRT FINANCIAL LP | $346,000 | 13,554 | Added |
| 24 | CHAPIN DAVIS, INC. | $324,434 | 12,698 | Hold |
| 25 | Simplicity Wealth,LLC | $274,586 | 10,747 | New |
Source: SEC Form 13F filings · as of 2026-03-31