SCHWAB STRATEGIC TR

$SCHB
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Smart money positioned

10 of the Top-200 alpha managers hold $SCHB as of the latest 13F snapshot.

13F holders
1,299
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

10 holders · Q1 2026

$SCHB is held by 10 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.71%, with an average of 0.17% of portfolio. Largest holder: Windward Private Wealth Management Inc. at 0.71%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Windward Private Wealth Management Inc.
0.71% held
α +42.1pts
02
Vestal Point Capital, LP
0.42% held
α +16.2pts
03
Hummer Financial Advisory Services Inc
0.17% held
α +53.0pts
04
Heights Capital Management, Inc.
0.13% held
α +23.4pts
05
PCJ Investment Counsel Ltd.
0.11% held
α +18.9pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,299 · Source: 13F-HR
01
INCA Investments LLC
0.11% of portfolio
69,206,449 sh
02
Wealthfront Advisers LLC
2.90% of portfolio
52,556,138 sh
03
NorthRock Partners, LLC
0.75% of portfolio
15,717,854 sh
04
Aprio Wealth Management, LLC
21.98% of portfolio
15,082,487 sh
05
AlphaMark Advisors, LLC
2.97% of portfolio
12,460,012 sh
06
Evensky & Katz LLC
0.15% of portfolio
12,364,986 sh
07
Weaver C. Barksdale & Associates, Inc.
3.18% of portfolio
11,970,120 sh
08
Augustine Asset Management Inc.
0.06% of portfolio
11,836,989 sh
09
Private Harbour Investment Management & Counsel, LLC
0.24% of portfolio
8,967,340 sh
10
Resolution Capital Ltd
26.90% of portfolio
8,648,946 sh
See all 1,299 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SCHB in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHB in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:15 UTC.