SCHB · Insider trading · 13F holders · Congress trades
Schwab Strategic Tr (SCHB)
Who is buying and selling SCHB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 477
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SCHB at a glance
- No open-market insider purchases or sales of SCHB were filed in the last 90 days.
- 477 13F filers hold SCHB among their 50 largest positions, worth $10.3B combined. The biggest bets by portfolio weight are HT Partners LLC (48.7%), Evergreen Advisors, LLC (39.3%) and Appalachian Capital Management Ltd (33.1%). In their latest 13Fs, 4 managers opened a new position and 33 added to one.
- No member of Congress has disclosed a trade in SCHB.
SCHB insider trading
No open-market insider purchases or sales of SCHB were filed in the last 90 days.
Who owns SCHB? Hedge funds and superinvestors
477 13F filers hold SCHB among their 50 largest positions, worth $10.3B combined. The biggest bets by portfolio weight are HT Partners LLC (48.7%), Evergreen Advisors, LLC (39.3%) and Appalachian Capital Management Ltd (33.1%). In their latest 13Fs, 4 managers opened a new position and 33 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wealthfront Advisers LLCWealth manager | 2.9% | $1.5B | 51,435,009 | -2.1% shares | Q2 2026 |
| Rebalance, LLCWealth manager | 23.1% | $448.1M | 15,288,013 | +3.7% shares | Q3 2026 |
| Betterment LLCWealth manager | 0.7% | $442.9M | 15,292,144 | -2.7% shares | Q2 2026 |
| SCS Capital Management LLCWealth manager | 3.3% | $345.6M | 11,934,362 | -0.3% shares | Q2 2026 |
| Strid Group, LLCWealth manager | 27.4% | $251.2M | 8,570,424 | -0.1% shares | Q3 2026 |
| Evensky & Katz LLCWealth manager | 12.0% | $229.0M | 7,811,427 | -2.2% shares | Q3 2026 |
| Hengehold Capital Management LLCWealth manager | 17.0% | $222.9M | 7,605,959 | -0.5% shares | Q3 2026 |
| Hanson & Doremus Investment ManagementWealth manager | 21.3% | $209.0M | 7,130,203 | +1.3% shares | Q3 2026 |
| HB Wealth Management, LLCWealth manager | 1.0% | $190.9M | 6,514,248 | -0.9% shares | Q3 2026 |
| Evergreen Advisors, LLCWealth manager | 39.3% | $182.9M | 6,240,311 | -1.0% shares | Q3 2026 |
| HT Partners LLCWealth manager | 48.7% | $177.4M | 6,053,912 | -0.2% shares | Q3 2026 |
| Forvis Mazars Wealth Advisors, LLCWealth manager | 2.9% | $175.4M | 5,982,754 | -2.7% shares | Q3 2026 |
| TruNorth Capital Management, LLCWealth manager | 25.6% | $164.2M | 5,602,501 | +2.8% shares | Q3 2026 |
| Savant Capital, LLCWealth manager | 0.5% | $160.7M | 5,943,212 | +100.1% shares | Q2 2026 |
| HHM Wealth Advisors, LLCWealth manager | 15.3% | $152.3M | 5,258,356 | +2.2% shares | Q2 2026 |
| AlphaCore Capital LLCWealth manager | 2.8% | $151.6M | 5,233,490 | -2.2% shares | Q2 2026 |
| Accredited Investors Inc.Wealth manager | 5.6% | $128.7M | 4,443,846 | -3.5% shares | Q2 2026 |
| Morton Brown Family Wealth, LLCWealth manager | 28.4% | $127.6M | 4,352,012 | +2.1% shares | Q3 2026 |
| Waverly Advisors, LLCWealth manager | 0.6% | $102.2M | 3,529,934 | +15.3% shares | Q2 2026 |
| Compass Financial Group, INC/SDWealth manager | 10.9% | $100.6M | 3,433,306 | -11.8% shares | Q3 2026 |
| Manchester Financial IncWealth manager | 17.5% | $98.9M | 3,375,455 | -0.2% shares | Q3 2026 |
| Ballentine Partners, LLCWealth manager | 1.2% | $94.2M | 3,253,122 | -0.1% shares | Q2 2026 |
| HBK Sorce Advisory LLCWealth manager | 1.8% | $93.7M | 3,151,706 | +0.7% shares | Q2 2026 |
| Asset Advisors Investment Management, LLCWealth manager | 7.0% | $80.5M | 2,746,202 | +0.2% shares | Q3 2026 |
| North Star Asset Management IncWealth manager | 3.2% | $80.3M | 2,772,864 | +3.4% shares | Q2 2026 |
| Legacy Financial Strategies, LLCWealth manager | 13.0% | $79.7M | 2,719,916 | +2.0% shares | Q3 2026 |
| Gallagher Fiduciary Advisors, LLCInstitutional asset manager | 2.6% | $78.4M | 2,708,469 | -96.1% shares | Q2 2026 |
| Circle Wealth Management, LLCWealth manager | 1.0% | $76.3M | 2,635,156 | -0.0% shares | Q2 2026 |
| D L Carlson Investment Group IncInvestment manager | 12.0% | $75.1M | 2,592,207 | +0.0% shares | Q2 2026 |
| Myecfo, LLCWealth manager | 28.2% | $75.0M | 2,557,813 | -0.7% shares | Q3 2026 |
The 30 largest of 477 positions, by value. Each manager counts with its latest 13F (Q3 2026: 263, Q2 2026: 210, Q1 2026: 4). Screen SCHB in the grand portfolio →
SCHB stock trades by members of Congress
No member of Congress has disclosed a trade in SCHB.
SCHB questions and answers
Are insiders buying SCHB stock?
No open-market insider purchases or sales of SCHB were filed in the last 90 days.
Which hedge funds own SCHB?
477 13F filers hold SCHB among their 50 largest positions, worth $10.3B combined. The biggest bets by portfolio weight are HT Partners LLC (48.7%), Evergreen Advisors, LLC (39.3%) and Appalachian Capital Management Ltd (33.1%). In their latest 13Fs, 4 managers opened a new position and 33 added to one.
Has Congress traded SCHB?
No member of Congress has disclosed a trade in SCHB.
Who is the largest holder of SCHB?
Among 13F filers, Wealthfront Advisers LLC reports the largest SCHB position, $1.5B (51,435,009 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is HT Partners LLC's: 48.7% of its portfolio.
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