Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MORTGAGE BACKED
-
Total 13F shares
-
212,226,788
-
Share change
-
+8,935,805
-
Total reported value
-
$5,456,349,614
-
Price per share
-
$25.71
-
Number of holders
-
53
-
Value change
-
+$229,792,483
-
Number of buys
-
41
-
Number of sells
-
21
Institutional Holders of SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS) as of Q3 2025
As of 30 Sep 2025,
SCHWAB STRATEGIC TR - MORTGAGE BACKED (SMBS) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
212,226,788 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, CacheTech Inc., Adams Wealth Management, Summit Financial, LLC, CITADEL ADVISORS LLC, GOLDMAN SACHS GROUP INC, LPL Financial LLC, CHAPMAN FINANCIAL GROUP, LLC, MERCER GLOBAL ADVISORS INC /ADV, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
53
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.