Institutional Ownership
Schwab Strategic Tr
CUSIP 808524615MORTGAGE BACKEDSMBSQ1 2026
Institutional Holders
77
13F filers
Shares Held
237.65M
Aggregate institutional
Institutional Value
$6.07B
Q1 2026
Net New Holders
+8
26 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions26
Increased24
Decreased15
Sold out18
Institutional Holders
77 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 234.77M | $6.00B | +12.12M | Added |
| 2 | Jpmorgan Chase & Co | 616.8K | $15.73M | +616.0K | Added |
| 3 | Cachetech Inc. | 386.6K | $9.88M | −3.6K | Reduced |
| 4 | Adams Wealth Management | 349.7K | $8.93M | −5.1K | Reduced |
| 5 | Goldman Sachs Group Inc | 326.6K | $8.35M | +326.6K | New |
| 6 | Susquehanna International Group, LLP | 274.6K | $7.02M | +182.4K | Added |
| 7 | Schwallier Wealth Management LLC | 176.2K | $4.50M | +176.2K | New |
| 8 | Summit Financial, LLC | 124.6K | $3.18M | +17.7K | Added |
| 9 | Citadel Advisors LLC | 70.2K | $1.79M | +11.1K | Added |
| 10 | Jane Street Group, LLC | 67.7K | $1.73M | +18.9K | Added |
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