Who Owns SCHWAB STRATEGIC TR (SCHB)? -- Institutional Holders (2026-06-30)
1,433 institutions reported holding $15.61B of SCHWAB STRATEGIC TR (SCHB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthfront Advisers LLC ($1.49B), UBS Group AG ($1.42B), Betterment LLC ($442.9M), REBALANCE, LLC ($426.8M), SCS Capital Management LLC ($345.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Wealthfront Advisers LLC | $1.49B | 51.4M | Trimmed |
| 2 | UBS Group AG | $1.42B | 48.9M | Added |
| 3 | Betterment LLC | $442.9M | 15.3M | Trimmed |
| 4 | REBALANCE, LLC | $426.8M | 14.7M | Trimmed |
| 5 | SCS Capital Management LLC | $345.6M | 11.9M | Trimmed |
| 6 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $331.0M | 11.4M | Trimmed |
| 7 | HighTower Advisors, LLC | $269.2M | 9.3M | Added |
| 8 | Strid Group, LLC | $248.4M | 8.6M | Trimmed |
| 9 | Evensky & Katz LLC | $231.3M | 8.0M | Trimmed |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | $221.3M | 7.6M | Trimmed |
| 11 | Hanson & Doremus Investment Management | $203.7M | 7.0M | Trimmed |
| 12 | HB Wealth Management, LLC | $190.3M | 6.6M | Trimmed |
| 13 | Evergreen Advisors, LLC | $182.5M | 6.3M | Added |
| 14 | Forvis Mazars Wealth Advisors, LLC | $178.1M | 6.1M | Trimmed |
| 15 | HT Partners LLC | $175.7M | 6.1M | Trimmed |
| 16 | Savant Capital, LLC | $160.7M | 5.9M | Added |
| 17 | TruNorth Capital Management, LLC | $157.8M | 5.4M | Added |
| 18 | HHM Wealth Advisors, LLC | $152.3M | 5.3M | Added |
| 19 | AlphaCore Capital LLC | $151.6M | 5.2M | Trimmed |
| 20 | Mariner, LLC | $135.6M | 4.7M | Trimmed |
| 21 | Accredited Investors Inc. | $128.7M | 4.4M | Trimmed |
| 22 | Morton Brown Family Wealth, LLC | $123.4M | 4.3M | Added |
| 23 | Compass Financial Group, INC/SD | $112.8M | 3.9M | Added |
| 24 | CAPTRUST FINANCIAL ADVISORS | $105.8M | 3.7M | Trimmed |
| 25 | Waverly Advisors, LLC | $102.2M | 3.5M | Added |
Source: SEC Form 13F filings · as of 2026-06-30