| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | $1.3B | 52.56M | Reduced | Q1 2026 |
| 2 | REBALANCE, LLC | $378.6M | 15.08M | Added | Q1 2026 |
| 3 | SCS Capital Management LLC | $300.5M | 11.97M | Added | Q1 2026 |
| 4 | HB Wealth Management, LLC | $165.5M | 6.60M | Reduced | Q1 2026 |
| 5 | Forvis Mazars Wealth Advisors, LLC | $156.4M | 6.23M | Added | Q1 2026 |
| 6 | AlphaCore Capital LLC | $134.4M | 5.35M | Reduced | Q1 2026 |
| 7 | HBK Sorce Advisory LLC | $89.0M | 3.13M | Added | Q1 2026 |
| 8 | Ballentine Partners, LLC | $81.8M | 3.26M | Added | Q1 2026 |
| 9 | Waverly Advisors, LLC | $76.8M | 3.06M | Added | Q1 2026 |
| 10 | Savant Capital, LLC | $74.5M | 2.97M | Added | Q1 2026 |
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $64.5M | 2.57M | Added | Q1 2026 |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56.8M | 2.32M | Reduced | Q1 2026 |
| 13 | Aptus Capital Advisors, LLC | $56.0M | 2.23M | Added | Q1 2026 |
| 14 | Caprock Group, LLC | $52.5M | 2.09M | Added | Q1 2026 |
| 15 | CWM, LLC | $42.5M | 1.69M | Added | Q1 2026 |
| 16 | Jaffetilchin Investment Partners, LLC | $33.9M | 1.35M | Reduced | Q1 2026 |
| 17 | Facet Wealth, Inc. | $31.4M | 1.25M | Added | Q1 2026 |
| 18 | MAI Capital Management | $31.1M | 1.24M | Added | Q1 2026 |
| 19 | Truepoint, Inc. | $27.5M | 1.10M | Reduced | Q1 2026 |
| 20 | Retirement Planning Group, LLC | $27.3M | 1.09M | Reduced | Q1 2026 |
| 21 | Chicago Partners Investment Group LLC | $26.6M | 969.3K | New | Q1 2026 |
| 22 | Beacon Pointe Advisors, LLC | $23.9M | 952.0K | Reduced | Q1 2026 |
| 23 | Lido Advisors, LLC | $21.2M | 846.4K | Added | Q1 2026 |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $20.2M | 802.5K | Reduced | Q1 2026 |
| 25 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $20.1M | 725.2K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 274 funds | $48.0B |
| Microsoft Corp - USMSFT | 274 funds | $44.1B |
| Apple Inc - USAAPL | 271 funds | $57.5B |
| ExxonMobilXOM | 271 funds | $10.8B |
| Amazon.com IncAMZN | 270 funds | $30.9B |
| GOOGLE INCGOOGL | 270 funds | $27.2B |
| LPHABET INCGOOG | 270 funds | $21.6B |
| Jpmorgan Chase & Co - USJPM | 270 funds | $19.1B |
| iShares Core S&P 500 ETFIVV | 269 funds | $42.7B |
| Vanguard S&P 500 Etf - US ETPVOO | 269 funds | $31.7B |
| TATE STR SPDR S&P 500 ETF TSPY | 269 funds | $31.2B |
| Johnson & JohnsonJNJ | 269 funds | $11.4B |
Ranked by how many of SCHB's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.