13F Insight
DOSSIER · 13F Holders · Q1 2026
SMBS

SCHWAB STRATEGIC TR

86 institutions still hold SCHWAB STRATEGIC TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524615·86 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$6.1B
visible holders
Holders
86
filers reporting
Concentration
99.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

86 institutions reported SMBS in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 99.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$6.0B234.8M0.92%Q1 202602
CacheTech Inc.
CIK 0002013390
$11M451K1.85%Q2 202603
Adams Wealth Management
CIK 0001803084
$10M384K1.87%Q2 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$8M327K0.00%Q1 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$7M275K0.00%Q1 202606
Schwallier Wealth Management LLC
CIK 0001934951
$5M198K3.19%Q2 202607
Summit Financial, LLC
CIK 0001765536
$3M132K0.04%Q2 202608
JPMORGAN CHASE & CO
CIK 0000019617
$2M91K0.00%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M68K0.00%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$2M59K0.00%Q4 202511
Aspetuck Financial Management LLC
CIK 0002048608
$1M42K0.63%Q2 202612
LPL Financial LLC
CIK 0001403438
$1M41K0.00%Q2 202613
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$979K39K0.01%Q2 202614
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$960K38K0.00%Q2 202615
CHAPMAN FINANCIAL GROUP, LLC
CIK 0002056577
$666K26K0.44%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$661K26K0.00%Q1 202617
Creative Planning
CIK 0001540235
$648K25K0.00%Q2 202618
Atlantic Union Bankshares Corp
CIK 0000883948
$547K22K0.01%Q2 202619
Focus Partners Wealth
CIK 0001542153
$454K18K0.00%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$393K15K0.00%Q2 2026
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