SCHWAB STRATEGIC TR (SMBS) is held by 32 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC as of Q1 2026.

Are institutions buying or selling SMBS?

In Q1 2026, 19 institutions opened or increased positions in SCHWAB STRATEGIC TR while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SMBS?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SCHWAB STRATEGIC TR.

How many hedge funds hold SMBS?

32 institutional investors report holding SCHWAB STRATEGIC TR (SMBS) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SMBS?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 19 buyers versus 15 sellers — net inflows.

SCHWAB STRATEGIC TR

SMBS·808524615·US·ETF·Unknown - Unknown

Holders

Avg rating(12 Elite)

$6B

Total Value

56% (37)

Fund Consensus

19 buying - 15 selling

No verdict yet — fewer than 2 funds hold SMBS.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	234.8M(+5.5%)	$6B	0.9%	+2.12%	48
JPMORGAN CHASE & CO	Increased	616,794(+760x)	$15.7M	0.0%	-2.48%	45
GOLDMAN SACHS GROUP INC	New	326,624	$8.3M	0.0%	-2.48%	38
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	274,632(+197.7%)	$7M	0.0%	-2.01%	44
CITADEL ADVISORS LLC	Increased	70,217(+18.7%)	$1.8M	0.0%	+2.40%	30
JANE STREET GROUP, LLC	Increased	67,653(+38.8%)	$1.7M	0.0%	-0.73%	34
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	67,329(+206.1%)	$1.7M	0.0%	-1.62%	41
LPL Financial LLC	Increased	47,491(+61.9%)	$1.2M	0.0%	-0.18%	37
Creative Planning	Increased	29,829(+169.8%)	$762,131	0.0%	-2.20%	40
BANK OF AMERICA CORP /DE/	Increased	25,872(+12.9Kx)	$661,030	0.0%	-2.48%	27
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	25,558	$652,496	0.0%	-2.48%	34
FMR LLC	Increased	14,432(+168.7%)	$368,744	0.0%	-2.20%	26
Cetera Investment Advisers	Increased	13,600(+7.2%)	$347,489	0.0%	-1.77%	25
$US BANCORP \DE\$ US BANCORP \DE\	New	10,647	$272,031	0.0%	-2.48%	32
FWFocus Partners Wealth	Decreased	8,934(-16.9%)	$228,266	0.0%	-1.72%	0
OSAIC HOLDINGS, INC.	Decreased	7,211(-1.0%)	$184,237	0.0%	+0.35%	0
MAI Capital Management	Increased	6,100(+2.6%)	$155,863	0.0%	-1.62%	23
Farther Finance Advisors, LLC	Increased	3,106(+1205.0%)	$79,125	0.0%	-2.23%	34
MORGAN STANLEY	Decreased	2,224(-57.6%)	$56,823	0.0%	-0.12%	0
Allworth Financial LP	Decreased	1,337(-41.0%)	$34,161	0.0%	-1.67%	0