SCHWAB STRATEGIC TR

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SCHB·808524102·US·ETF

SCHB (SCHWAB STRATEGIC TR) is held by 127 institutional investors as of Q2 2026. Largest holders: Wealthfront Advisers LLC ($1.5B), UBS Group AG ($1.4B), SCS Capital Management LLC ($345.6M). Net institutional sentiment: Mixed.

127

Holders

(21 Elite)

$6.6B

Total Value

65% (120)

Consensus

78 buying - 42 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)79

Activist (13D/13G)59

Congressional (STOCK Act)48

Holder Quality

63

★★★★★

Elite

47

★★★★

Strong

71

★★★

Solid

29

★★

Below

32

★

Weak

Held by 127 funds

21 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SCHB.

Top Holders

Top Holders (127)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Wealthfront Advisers LLC	Decreased	51.4M(-2.1%)	$1.5B	2.9%	+129.17%	0
UBS Group AG	Increased	48.9M(+0.9%)	$1.4B	0.2%	+19.05%	38
SCSCS Capital Management LLC	Decreased	11.9M(-0.3%)	$345.6M	3.3%	+159.77%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	11.4M(-3.5%)	$331M	0.1%	+16.61%	0
HighTower Advisors, LLC	Increased	9.3M(+3.7%)	$269.2M	0.3%	+68.13%	38
HB Wealth Management, LLC	Decreased	6.6M(-0.4%)	$190.3M	1.1%	+75.42%	0
Savant Capital, LLC	Increased	5.9M(+100.1%)	$160.7M	0.5%	+23.09%	59
Mariner, LLC	Decreased	4.7M(-6.3%)	$135.6M	0.1%	+81.65%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	3.7M(-9.7%)	$105.8M	0.2%	+76.41%	0
WAWaverly Advisors, LLC	Increased	3.5M(+15.3%)	$102.2M	0.6%	+33.19%	49
MORGAN STANLEY	Increased	3.5M(+2.6%)	$100.2M	0.0%	+40.04%	31
Creative Planning	Increased	3.3M(+3.2%)	$95.6M	0.1%	+48.35%	31
Quantinno Capital Management LP	Increased	3.1M(+10.9%)	$89.4M	0.1%	+18.28%	40
LPL Financial LLC	Increased	3M(+2.3%)	$86.1M	0.0%	+78.57%	30
JONES FINANCIAL COMPANIES LLLP	Increased	3M(+12.6%)	$84.2M	0.0%	+23.63%	33
ROYAL BANK OF CANADA	Increased	2.9M(+0.0%)	$83.5M	0.0%	+100.69%	30
BROWN ADVISORY INC	Increased	2.7M(+0.3%)	$78.7M	0.1%	+168.60%	35
BANK OF AMERICA CORP /DE/	Decreased	2.5M(-20.6%)	$73.5M	0.0%	+89.13%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	2.5M(+7.8%)	$70.6M	0.1%	+49.71%	38
WELLS FARGO & COMPANY/MN	Increased	2.4M(+15.9%)	$69.2M	0.0%	+55.86%	34

Showing 1-20 of 129

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer