SCHWAB STRATEGIC TR (SMBS)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders76of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.47x

67th percentile

50 buying34 selling

+26

New

-19

Closed

+13.7M

Net shares

Ownership Concentration

Top 5: 99.6%Top 10: 99.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT98.9%

JPMORGAN CHASE &0.3%

CacheTech0.2%

Adams Wealth Management0.1%

GOLDMAN SACHS GROUP0.1%

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Institutional Trends (6 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders76of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.47x

67th percentile

50 buying34 selling

+26

New

-19

Closed

+13.7M

Net shares

Ownership Concentration

Top 5: 99.6%Top 10: 99.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT98.9%

JPMORGAN CHASE &0.3%

CacheTech0.2%

Adams Wealth Management0.1%

GOLDMAN SACHS GROUP0.1%

Crowding AnalysisCrowded

Holders76of 5,944

Avg: 68

Uncrowded85th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.47x

67th percentile

50 buying34 selling

+26

New

-19

Closed

+13.7M

Net shares

Ownership Concentration

Top 5: 99.6%Top 10: 99.9%

CHARLES SCHWAB INVESTMENT MANAGEMENT98.9%

JPMORGAN CHASE &0.3%

CacheTech0.2%

Adams Wealth Management0.1%

GOLDMAN SACHS GROUP0.1%

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.81%Max: 3.29%High conviction (>1%): 3

CHARLES SCHWAB INVESTMENT MANAGEMENT

JPMORGAN CHASE &

CacheTech

Adams Wealth Management

GOLDMAN SACHS GROUP

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Schwallier Wealth Management

Summit Financial,

CITADEL ADVISORS

JANE STREET GROUP,

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)