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SMBS
4 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in SCHWAB STRATEGIC TR

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 234.8M shares of SMBS (SCHWAB STRATEGIC TR), worth $6B as of 2026-Q1. The position was increased (+5.5% shares). SMBS represents 0.9% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$6B

Current Shares

234.8M

Total Value Change

+$853M

Total Shares Change

+32.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
234.8M
+5.5%
$6B0.9%$25.84
48
2025-Q4
Increased
222.6M
+5.5%
$5.7B0.9%$25.64
48
2025-Q3
Increased
211.1M
+4.5%
$5.4B0.9%$25.15
47
2025-Q2
New
202M
-
$5.1B0.9%$24.53
62

Other major holders of SMBS: JPMORGAN CHASE & CO, GOLDMAN SACHS GROUP INC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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