Who Owns SCHB (SCHB)? -- Institutional Holders (2026-06-30)

1,442 institutions reported holding $15.54B of SCHB (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.

RankInstitutionValueSharesChange
1Wealthfront Advisers LLC$1.49B51.4MTrimmed
2UBS Group AG$1.42B48.9MAdded
3Betterment LLC$442.9M15.3MTrimmed
4REBALANCE, LLC$426.8M14.7MTrimmed
5SCS Capital Management LLC$345.6M11.9MTrimmed
6UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$331.0M11.4MTrimmed
7HighTower Advisors, LLC$269.2M9.3MAdded
8Strid Group, LLC$248.4M8.6MTrimmed
9Evensky & Katz LLC$231.3M8.0MTrimmed
10HENGEHOLD CAPITAL MANAGEMENT LLC$221.3M7.6MTrimmed
11Hanson & Doremus Investment Management$203.7M7.0MTrimmed
12HB Wealth Management, LLC$190.3M6.6MTrimmed
13Evergreen Advisors, LLC$182.5M6.3MAdded
14Forvis Mazars Wealth Advisors, LLC$178.1M6.1MTrimmed
15HT Partners LLC$175.7M6.1MTrimmed
16Savant Capital, LLC$160.7M5.9MAdded
17TruNorth Capital Management, LLC$157.8M5.4MAdded
18HHM Wealth Advisors, LLC$152.3M5.3MAdded
19AlphaCore Capital LLC$151.6M5.2MTrimmed
20Mariner, LLC$135.6M4.7MTrimmed
21Accredited Investors Inc.$128.7M4.4MTrimmed
22Morton Brown Family Wealth, LLC$123.4M4.3MAdded
23Compass Financial Group, INC/SD$112.8M3.9MAdded
24CAPTRUST FINANCIAL ADVISORS$105.8M3.7MTrimmed
25Waverly Advisors, LLC$102.2M3.5MAdded

来源：SEC 13F 申报文件 · 截至 2026-06-30