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Schwab Strategic Tr shares owned by Citadel Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Citadel Advisors from 13F filings

Historical chart of Citadel Advisors investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 75k 25.71
2025-06-30 $3.3M 130k 25.47
2025-03-31 $2.4M 94k 25.45

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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
CWM

View all funds holding Schwab Strategic Tr