# SCHWAB STRATEGIC TR MORTGAGE BACKED

SCHWAB STRATEGIC TR MORTGAGE BACKED is a security (CUSIP 808524615) tracked across SEC portfolio filings. 75 institutional managers reported $6.1B on Form 13F as of 2026-06-30.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: MORTGAGE BACKED
- CUSIP: 808524615
- 13F holders: 75
- 13F value: $6.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 75 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $6.0B | 234,773,256 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $15.7M | 616,794 |
| [CacheTech Inc.](https://search.stillhousedata.com/firm/327688) | LOGAN, UT | $9.9M | 386,649 |
| [Adams Wealth Management](https://search.stillhousedata.com/firm/286087) | LOGAN, UT | $8.9M | 349,688 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $8.3M | 326,624 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $7.0M | 274,632 |
| [Schwallier Wealth Management LLC](https://search.stillhousedata.com/firm/143329) | GRAND RAPIDS, MI | $4.5M | 176,192 |
| Summit Financial, LLC | PARSIPPANY, NJ | $3.2M | 124,597 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $1.8M | 70,217 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $1.7M | 67,653 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $1.7M | 67,329 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $1.2M | 47,491 |
| [CLIFTONLARSONALLEN WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/38357) | MINNEAPOLIS, MN | $979K | 38,500 |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | Overland Park, KS | $762K | 29,829 |
| [Aspetuck Financial Management LLC](https://search.stillhousedata.com/firm/134500) | WESTPORT, CT | $735K | 28,750 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524615.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
