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Who holds SMBS

SCHWAB STRATEGIC TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
CHARLES SCHWAB INVESTMENT MANAGEMENT INC244.5M$6.2B0.8%
CacheTech Inc.450.5K$11.5M1.9%
Adams Wealth Management384.4K$9.8M1.9%
Schwallier Wealth Management LLC198.4K$5.0M3.2%
CITADEL ADVISORS LLC161.4K$4.1M0.0%
Summit Financial, LLC131.6K$3.3M0.0%
JPMORGAN CHASE & CO90.8K$2.3M0.0%
GOLDMAN SACHS GROUP INC84.7K$2.2M0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP73.8K$1.9M0.0%
JANE STREET GROUP, LLC55.6K$1.4M0.0%
Aspetuck Financial Management LLC42.0K$1.1M0.6%
LPL Financial LLC40.9K$1.0M0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC38.5K$978,6700.0%
MERCER GLOBAL ADVISORS INC /ADV37.8K$959,6560.0%
HRT FINANCIAL LP26.7K$677,0000.0%
BANK OF AMERICA CORP /DE/26.2K$667,0970.0%
CHAPMAN FINANCIAL GROUP, LLC26.2K$665,5220.4%
Creative Planning25.5K$647,7520.0%
Atlantic Union Bankshares Corp21.5K$546,8150.0%
Focus Partners Wealth17.9K$453,8820.0%
Cetera Investment Advisers15.5K$393,0630.0%
BRIGHTON JONES LLC15.1K$384,4900.0%
Mariner, LLC14.5K$368,1120.0%
Farther Finance Advisors, LLC14.2K$359,9980.0%
Corient Private Wealth LP14.0K$357,1250.0%
CHAPIN DAVIS, INC.12.7K$322,7830.1%
Facet Wealth, Inc.11.7K$297,8970.0%
RAYMOND JAMES FINANCIAL INC11.4K$288,9750.0%
FMR LLC11.3K$288,5250.0%
ROYAL BANK OF CANADA11.1K$282,0000.0%
Cerity Partners LLC11.0K$279,0600.0%
MORGAN STANLEY9.1K$230,1530.0%
COMMONWEALTH EQUITY SERVICES, LLC8.9K$225,9100.0%
LODESTAR PRIVATE ASSET MANAGEMENT LLC8.0K$203,3600.0%
CGC Financial Services, LLC7.3K$185,8200.0%
Piscataqua Savings Bank5.2K$132,9950.1%
OSAIC HOLDINGS, INC.5.1K$130,8320.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.5K$114,3140.0%
WELLS FARGO & COMPANY/MN3.8K$97,1800.0%
CoreCap Advisors, LLC3.1K$79,7930.0%
PFS Partners, LLC2.7K$68,3290.0%
AE Wealth Management LLC2.5K$64,6430.0%
Addison Advisors LLC2.2K$56,3570.0%
Parallel Advisors, LLC2.0K$49,7720.0%
JONES FINANCIAL COMPANIES LLLP1.9K$47,9710.0%
Steward Partners Investment Advisory, LLC1.7K$44,1290.0%
Ancora Advisors LLC1.7K$42,3750.0%
HOEY INVESTMENTS, INC1.6K$39,5790.0%
IFP Advisors, Inc1.3K$32,7660.0%
HM PAYSON & CO1.3K$31,8520.0%
Allworth Financial LP1.2K$30,1760.0%
Aptus Capital Advisors, LLC1.1K$27,8090.0%
Arax Advisory Partners1.0K$26,1830.0%
Mosley Wealth Management964$24,5050.0%
HARBOUR INVESTMENTS, INC.896$22,7830.0%
MCF Advisors LLC845$21,4800.0%
Burk Holdings LLC726$18,4550.0%
Larson Financial Group LLC683$17,3710.0%
GILL CAPITAL PARTNERS, LLC676$17,1840.0%
US BANCORP \DE\675$17,1590.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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