Who Owns SCHWAB STRATEGIC TR (SCHB)? -- Institutional Holders (2026-03-31)
1,373 institutions reported holding $13.32B of SCHWAB STRATEGIC TR (SCHB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Wealthfront Advisers LLC ($1.32B), UBS Group AG ($1.22B), Betterment LLC ($394.5M), REBALANCE, LLC ($378.6M), SCS Capital Management LLC ($300.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Wealthfront Advisers LLC | $1.32B | 52.6M | Trimmed |
| 2 | UBS Group AG | $1.22B | 48.5M | Added |
| 3 | Betterment LLC | $394.5M | 15.7M | Trimmed |
| 4 | REBALANCE, LLC | $378.6M | 15.1M | Added |
| 5 | SCS Capital Management LLC | $300.5M | 12.0M | Added |
| 6 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $297.1M | 11.8M | Added |
| 7 | HighTower Advisors, LLC | $225.1M | 9.0M | Added |
| 8 | Strid Group, LLC | $217.1M | 8.6M | Trimmed |
| 9 | Evensky & Katz LLC | $205.0M | 8.2M | Trimmed |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | $193.8M | 7.7M | Trimmed |
| 11 | Hanson & Doremus Investment Management | $176.7M | 7.0M | Added |
| 12 | HB Wealth Management, LLC | $165.5M | 6.6M | Trimmed |
| 13 | Evergreen Advisors, LLC | $157.6M | 6.3M | Added |
| 14 | Forvis Mazars Wealth Advisors, LLC | $156.4M | 6.2M | Added |
| 15 | HT Partners LLC | $155.2M | 6.2M | Added |
| 16 | AlphaCore Capital LLC | $134.4M | 5.4M | Trimmed |
| 17 | TruNorth Capital Management, LLC | $130.8M | 5.2M | Added |
| 18 | HHM Wealth Advisors, LLC | $129.2M | 5.1M | Added |
| 19 | Mariner, LLC | $125.2M | 5.0M | Added |
| 20 | Accredited Investors Inc. | $115.6M | 4.6M | Trimmed |
| 21 | CAPTRUST FINANCIAL ADVISORS | $101.6M | 4.0M | Trimmed |
| 22 | Morton Brown Family Wealth, LLC | $100.8M | 4.0M | Added |
| 23 | Compass Financial Group, INC/SD | $97.1M | 3.9M | Added |
| 24 | HBK Sorce Advisory LLC | $89.0M | 3.1M | Added |
| 25 | MANCHESTER FINANCIAL INC | $86.0M | 3.4M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31