# SCHWAB STRATEGIC TR (SMBS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMBS/

- Reporting holders: 4
- Reported value: $1.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $416.3K | 17,345 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $363.3K | 15,137 | 0.0% | 6 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $304.8K | 12,698 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $261.7K | 10,903 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $1.3M |
| Q2 2026 | 82 | $12.5B |
| Q1 2026 | 77 | $6.1B |
| Q4 2025 | 70 | $5.8B |
| Q3 2025 | 53 | $5.5B |
| Q2 2025 | 42 | $5.2B |
| Q1 2025 | 5 | $28.4M |
| Q4 2024 | 1 | $8.3M |