SCHWAB STRATEGIC TR (SCHB) is held by 121 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Wealthfront Advisers LLC as of Q1 2026.

Are institutions buying or selling SCHB?

In Q1 2026, 60 institutions opened or increased positions in SCHWAB STRATEGIC TR while 59 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SCHB?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for SCHWAB STRATEGIC TR.

How many hedge funds hold SCHB?

121 institutional investors report holding SCHWAB STRATEGIC TR (SCHB) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into SCHB?

As of Q1 2026, tracked institutions in SCHWAB STRATEGIC TR show 60 buyers versus 59 sellers — net inflows.

SCHWAB STRATEGIC TR

SCHB·808524102·US·ETF·Unknown - Unknown

121

Holders

(22 Elite)

$5.6B

Total Value

50% (119)

Consensus

60 buying - 59 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 121 funds

22 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Wealthfront Advisers LLC	Decreased	52.6M(-1.9%)	$1.3B	2.9%	+47.17%	0
UBS Group AG	Increased	48.5M(+3330.4%)	$1.2B	0.2%	+11.85%	62
SCSCS Capital Management LLC	Increased	12M(+0.5%)	$300.5M	3.2%	+49.92%	57
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	11.8M(+300.7%)	$297.1M	0.1%	+10.96%	50
HighTower Advisors, LLC	Increased	9M(+3.9%)	$225.1M	0.2%	+36.59%	38
HB Wealth Management, LLC	Decreased	6.6M(-1.4%)	$165.5M	1.1%	+41.66%	0
Mariner, LLC	Increased	5M(+12.2%)	$125.2M	0.1%	+37.12%	40
CAPTRUST FINANCIAL ADVISORS	Decreased	4M(-4.5%)	$101.6M	0.2%	+36.11%	0
MORGAN STANLEY	Increased	3.4M(+4.8%)	$84.6M	0.0%	+32.29%	31
Creative Planning	Decreased	3.2M(-16.0%)	$80.2M	0.1%	+27.02%	0
BANK OF AMERICA CORP /DE/	Decreased	3.2M(-0.6%)	$80.2M	0.0%	+29.04%	0
WAWaverly Advisors, LLC	Increased	3.1M(+1.4%)	$76.8M	0.6%	+33.39%	42
Savant Capital, LLC	Increased	3M(+6.1%)	$74.5M	0.4%	+32.14%	38
LPL Financial LLC	Increased	2.9M(+2.0%)	$73M	0.0%	+40.15%	30
ROYAL BANK OF CANADA	Increased	2.9M(+5.0%)	$72.3M	0.0%	+27.83%	31
Quantinno Capital Management LP	Increased	2.8M(+39.6%)	$69.9M	0.1%	+17.16%	47
BROWN ADVISORY INC	Decreased	2.7M(-0.6%)	$68M	0.1%	+47.89%	0
FWFocus Partners Wealth	Increased	2.7M(+1.1%)	$66.6M	0.1%	+18.44%	30
JONES FINANCIAL COMPANIES LLLP	Increased	2.6M(+10.2%)	$64.7M	0.0%	+23.78%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	2.5M(-5.1%)	$63.5M	0.1%	+33.94%	0