SMBS · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SMBS)
Who is buying and selling SMBS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 5
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMBS at a glance
- No open-market insider purchases or sales of SMBS were filed in the last 90 days.
- 5 13F filers hold SMBS among their 50 largest positions, worth $6.2B combined. The biggest bets by portfolio weight are Schwallier Wealth Management LLC (3.2%), Adams Wealth Management (1.9%) and CacheTech Inc. (1.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in SMBS.
SMBS insider trading
No open-market insider purchases or sales of SMBS were filed in the last 90 days.
Who owns SMBS? Hedge funds and superinvestors
5 13F filers hold SMBS among their 50 largest positions, worth $6.2B combined. The biggest bets by portfolio weight are Schwallier Wealth Management LLC (3.2%), Adams Wealth Management (1.9%) and CacheTech Inc. (1.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Charles Schwab Investment Management IncMutual fund manager | 0.8% | $6.2B | 244,513,787 | +4.1% shares | Q2 2026 |
| CacheTech Inc.Institutional asset manager | 1.9% | $11.5M | 450,536 | +16.5% shares | Q2 2026 |
| Adams Wealth ManagementWealth manager | 1.9% | $9.8M | 384,412 | +9.9% shares | Q2 2026 |
| Schwallier Wealth Management LLCWealth manager | 3.2% | $5.0M | 198,387 | +12.6% shares | Q2 2026 |
| Aspetuck Financial Management LLCWealth manager | 0.6% | $1.1M | 42,000 | +46.1% shares | Q2 2026 |
Each manager counts with its latest 13F (Q2 2026: 5). Screen SMBS in the grand portfolio →
SMBS stock trades by members of Congress
No member of Congress has disclosed a trade in SMBS.
SMBS questions and answers
Are insiders buying SMBS stock?
No open-market insider purchases or sales of SMBS were filed in the last 90 days.
Which hedge funds own SMBS?
5 13F filers hold SMBS among their 50 largest positions, worth $6.2B combined. The biggest bets by portfolio weight are Schwallier Wealth Management LLC (3.2%), Adams Wealth Management (1.9%) and CacheTech Inc. (1.9%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded SMBS?
No member of Congress has disclosed a trade in SMBS.
Who is the largest holder of SMBS?
Among 13F filers, Charles Schwab Investment Management Inc reports the largest SMBS position, $6.2B (244,513,787 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Schwallier Wealth Management LLC's: 3.2% of its portfolio.
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