SCHB institutional holders

SCHWAB STRATEGIC TR · 13F, 2026Q2

Managers holding1,388
Shares held537,747,249
Reported value$15.5bn
Quarter flows136 new, 535 added, 486 trimmed, 67 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Wealthfront Advisers LLC51,435,009$1.5bn2.9%
UBS Group AG48,933,766$1.4bn0.2%
Betterment LLC15,292,144$442.9m0.7%
REBALANCE, LLC14,738,453$426.8m22.4%
SCS Capital Management LLC11,934,362$345.6m3.3%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC11,427,853$331.0m0.1%
HighTower Advisors, LLC9,295,333$269.2m0.3%
Strid Group, LLC8,576,683$248.4m27.6%
Evensky & Katz LLC7,987,057$231.3m11.9%
HENGEHOLD CAPITAL MANAGEMENT LLC7,640,636$221.3m17.2%
Hanson & Doremus Investment Management7,035,343$203.7m20.7%
HB Wealth Management, LLC6,571,056$190.3m1.1%
Evergreen Advisors, LLC6,300,530$182.5m38.9%
Forvis Mazars Wealth Advisors, LLC6,148,772$178.1m3.0%
HT Partners LLC6,067,895$175.7m48.7%
Savant Capital, LLC5,943,212$160.7m0.5%
TruNorth Capital Management, LLC5,449,167$157.8m25.3%
HHM Wealth Advisors, LLC5,258,356$152.3m15.3%
AlphaCore Capital LLC5,233,490$151.6m2.8%
Mariner, LLC4,683,545$135.6m0.1%
Accredited Investors Inc.4,443,846$128.7m5.6%
Morton Brown Family Wealth, LLC4,261,509$123.4m28.0%
Compass Financial Group, INC/SD3,894,102$112.8m12.9%
CAPTRUST FINANCIAL ADVISORS3,654,324$105.8m0.2%
Waverly Advisors, LLC3,529,934$102.2m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SCHB"). SCHB price history · All 13F data

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