Institutional Ownership
Schwab Strategic Tr
CUSIP 808524615MORTGAGE BACKEDSMBSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
77
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 234.77M | $6.00B |
| 2 | Jpmorgan Chase & Co | 616.8K | $15.73M |
| 3 | Cachetech Inc. | 386.6K | $9.88M |
| 4 | Adams Wealth Management | 349.7K | $8.93M |
| 5 | Goldman Sachs Group Inc | 326.6K | $8.35M |
| 6 | Susquehanna International Group, LLP | 274.6K | $7.02M |
| 7 | Schwallier Wealth Management LLC | 176.2K | $4.50M |
| 8 | Summit Financial, LLC | 124.6K | $3.18M |
| 9 | Citadel Advisors LLC | 70.2K | $1.79M |
| 10 | Jane Street Group, LLC | 67.7K | $1.73M |