SCHWAB STRATEGIC TR (SMBS): Institutional Ownership
Hedge funds and institutional managers reporting a position in SMBS. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
2
13F filers
Aggregate Value
$1.8M
Across holders
Last Price
$25.53
2026-06-26
Sector
GICS
Holder activity0 new1 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 70K | $1.8M | 97.7% | 0.0% | Added | +$283K | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 2K | $43K | 2.3% | 0.0% | Reduced | $-49K | Q1 2026 |