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Schwab Strategic Tr shares owned by Charles Schwab Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Charles Schwab Investment Management from 13F filings

Historical chart of Charles Schwab Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4B 211M 25.71
2025-06-30 $5.1B 202M 25.47

More positions owned by Charles Schwab Investment Management

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Charles Schwab Investment Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr