Stock Ownership/SMBS

SCHWAB STRATEGIC TR (SMBS): Ownership & Insider Activity

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
3
13F filers
Aggregate Value
$4.1M
Across holders
Last Price
$24.09
2026-10-08
Sector
GICS
Quarterly fund activity1 increased1 reduced0 exited
Institutional Holders of SMBS
↗
3 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund161K$4.1M99.0%0.0%Added+$2.3MQ2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund2K$42K1.0%0.0%Unchanged+$0Q2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund1$260.0%0.0%Reduced$-6KQ2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$4.1M· 99.0% of total· 0.0% port· 161K sh· +$2.3M QoQ· Q2 2026
Ancora Advisors, LLCUnchanged
Hedge Fund
$42K· 1.0% of total· 0.0% port· 2K sh· +$0 QoQ· Q2 2026
Rockefeller Capital Management L.P.Reduced
Hedge Fund
$26· 0.0% of total· 0.0% port· 1 sh· $-6K QoQ· Q2 2026
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