1264 tracked 13F filers disclose a position in SCHB as of the latest SEC 13F filings, a combined $13.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gallagher Fiduciary Advisors, LLC | Withheld | 69.2M | ▲26× Added · +66.6M sh | Q1 2026 | |
| 2 | Wealthfront Advisers LLC | $1.5B | 51.4M | ▼−2.1% Reduced · −1.1M sh | Q2 2026 | |
| 3 | UBS Group AG | $1.2B | 48.5M | ▲34× Added · +47.1M sh | Q1 2026 | |
| 4 | REBALANCE, LLC | $426.8M | 14.7M | ▼−2.3% Reduced · −344K sh | Q2 2026 | |
| 5 | SCS Capital Management LLC | $345.6M | 11.9M | ▼−0.3% Reduced · −36K sh | Q2 2026 | |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $297.1M | 11.8M | ▲+301% Added · +8.9M sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $225.1M | 9.0M | ▲+3.9% Added · +336K sh | Q1 2026 | |
| 8 | Strid Group, LLC | $248.4M | 8.6M | ▼−0.8% Reduced · −72K sh | Q2 2026 | |
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | $221.3M | 7.6M | ▼−1.1% Reduced · −82K sh | Q2 2026 | |
| 10 | HB Wealth Management, LLC | $190.3M | 6.6M | ▼−0.4% Reduced · −24K sh | Q2 2026 | |
| 11 | Evergreen Advisors, LLC | $182.5M | 6.3M | ▲+0.3% Added · +20K sh | Q2 2026 | |
| 12 | Forvis Mazars Wealth Advisors, LLC | $178.1M | 6.1M | ▼−1.3% Reduced · −81K sh | Q2 2026 | |
| 13 | HT Partners LLC | $175.7M | 6.1M | ▼−1.8% Reduced · −114K sh | Q2 2026 | |
| 14 | Savant Capital, LLC | $160.7M | 5.9M | ▲+100% Added · +3.0M sh | Q2 2026 | |
| 15 | TruNorth Capital Management, LLC | $157.8M | 5.4M | ▲+4.6% Added · +238K sh | Q2 2026 | |
| 16 | HHM Wealth Advisors, LLC | $152.3M | 5.3M | ▲+2.2% Added · +112K sh | Q2 2026 | |
| 17 | AlphaCore Capital LLC | $151.6M | 5.2M | ▼−2.2% Reduced · −120K sh | Q2 2026 | |
| 18 | Mariner, LLC | $125.2M | 5.0M | ▲+12% Added · +542K sh | Q1 2026 | |
| 19 | Accredited Investors Inc. | $115.6M | 4.6M | ▼−2.4% Reduced · −112K sh | Q1 2026 | |
| 20 | Morton Brown Family Wealth, LLC | $123.4M | 4.3M | ▲+6.1% Added · +244K sh | Q2 2026 | |
| 21 | Compass Financial Group, INC/SD | $112.8M | 3.9M | ▲+0.6% Added · +25K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $84.6M | 3.4M | ▲+4.8% Added · +153K sh | Q1 2026 | |
| 23 | Ballentine Partners, LLC | $94.2M | 3.3M | ▼−0.1% Reduced · −5K sh | Q2 2026 | |
| 24 | Creative Planning | $80.2M | 3.2M | ▼−16% Reduced · −611K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $80.2M | 3.2M | ▼−0.6% Reduced · −18K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in SCHB and 28 added to an existing one, while 28 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 795 funds | $126.7B |
| MICROSOFT CORPMSFT | 787 funds | $108.2B |
| AMAZON.COM INCAMZN | 769 funds | $79.5B |
| NVIDIA CORPNVDA | 763 funds | $142.5B |
| ALPHABET INC-CL AGOOGL | 740 funds | $66.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 730 funds | $20.4B |
| JPMORGAN CHASE & COJPM | 724 funds | $34.6B |
| ALPHABET INC-CL CGOOG | 719 funds | $52.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 718 funds | $20.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 712 funds | $25.1B |
| ISHARES CORE S&P 500 ETFIVV | 691 funds | $48.0B |
| META PLATFORMS INC-CLASS AMETA | 691 funds | $40.4B |
Ranked by how many of SCHB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHB/capital-change-brief"
Use Arkolith's capital_change_brief for SCHB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + 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.