Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

SMBSSMBS
5 quarters

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

Yes. Charles Schwab Investment Management holds 244,513,787 shares of SMBS, worth $6.2B, as of its Q2 2026 13F filing. It increased the position by 9,740,531 shares (+4.2%) from Q1 2026. Charles Schwab Investment Management has held SMBS in every 13F on record since Q2 2025, 5 quarterly filings. SMBS is 0.8% of Charles Schwab Investment Management's reported 13F portfolio.

Current Value

$6.2B

Current Shares

244.5M

Total Value Change

+$1.1B

Total Shares Change

+42.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
244.5M
+4.2%
$6.2B0.8%$25.09
47
2026-Q1
Increased
234.8M
+5.5%
$6B0.9%$24.90
48
2025-Q4
Increased
222.6M
+5.5%
$5.7B0.9%$24.81
48
2025-Q3
Increased
211.1M
+4.5%
$5.4B0.9%$24.43
47
2025-Q2
New
202M
-
$5.1B0.9%$23.88
62

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

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