Charles Schwab’s Sanara MedTech SMTI Stock Holding History

Charles Schwab’s Portfolio SMTI Stock Details SMTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Buy	+10,010	New	+$207K	﹤0.01%	3358
2026 Q1	–	Sell	-9,221	Closed	-$215K	–	3511
2025 Q4	$215K	Hold	9,221	–	–	﹤0.01%	3336
2025 Q3	$293K	Hold	9,221	–	–	﹤0.01%	3299
2025 Q2	$262K	Sell	9,221 -2,135	-19%	-$64K	﹤0.01%	3341
2025 Q1	$351K	Hold	11,356	–	–	﹤0.01%	3167
2024 Q4	$377K	Hold	11,356	–	–	﹤0.01%	3221
2024 Q3	$343K	Hold	11,356	–	–	﹤0.01%	3258
2024 Q2	$320K	Buy	11,356 +1,024	+10%	+$32.1K	﹤0.01%	3352
2024 Q1	$382K	Hold	10,332	–	–	﹤0.01%	3121
2023 Q4	$425K	Hold	10,332	–	–	﹤0.01%	3134
2023 Q3	$322K	Hold	10,332	–	–	﹤0.01%	3197
2023 Q2	$414K	Buy	+10,332	New	+$423K	﹤0.01%	3142

Other funds holding SMTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Charles Schwab's SMTI Position: Q2 2026 in Review

Charles Schwab opened a new position in Sanara MedTech (SMTI) in Q2 2026: 10,010 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #3358 among its holdings. This is a return to the name: Charles Schwab previously reported a position in SMTI as recently as Q4 2025.

Charles Schwab first reported a position in SMTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $425K in Q4 2023. 75 funds tracked by Wall St. Rank hold SMTI as of Q2 2026.

Charles Schwab held 10,010 shares of Sanara MedTech worth $236K as of Q2 2026.
Sanara MedTech was a new Charles Schwab position in Q2 2026.
Sanara MedTech made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3358 holding.
Charles Schwab first reported a position in Sanara MedTech in Q2 2023 and has held it in 12 quarters since.
Charles Schwab's Sanara MedTech position peaked at $425K in Q4 2023.
75 funds tracked by Wall St. Rank held Sanara MedTech as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.