$SCHB is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 11.18%, with an average of 0.81% of portfolio. Largest holder: D L Carlson Investment Group Inc. at 11.18%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SCHWAB STRATEGIC TR
13F holders
1,299
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,299 · Source: 13F-HR01
INCA Investments LLC
—
—
02
Wealthfront Advisers LLC
—
—
03
NorthRock Partners, LLC
—
—
04
Aprio Wealth Management, LLC
—
—
05
AlphaMark Advisors, LLC
—
—
06
Evensky & Katz LLC
—
—
07
Weaver C. Barksdale & Associates, Inc.
—
—
08
Augustine Asset Management Inc.
—
—
09
Private Harbour Investment Management & Counsel, LLC
—
—
10
Resolution Capital Ltd
—
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
23 holders · Q1 202601
D L Carlson Investment Group Inc.
11.18% held
α +17.7pts
02
ELCO Management Co., LLC
2.57% NEW
α +10.8pts
03
Long Island Wealth Management, Inc.
1.51% NEW
α +21.8pts
04
Truepoint, Inc.
0.61% held
α +21.4pts
05
Independent Solutions Wealth Management, LLC
0.53% NEW
α +19.1pts
06
ProVise Management Group, LLC
0.43% NEW
α +11.2pts
07
Somerset Group LLC
0.29% NEW
α +64.8pts
08
Costello Asset Management, INC
0.26% held
α +14.3pts
09
Tandem Wealth Advisors LLC
0.22% held
α +14.1pts
10
Resolute Advisors LLC
0.17% held
α +53.0pts
11
Echo45 Advisors LLC
0.17% held
α +17.2pts
12
Venture Visionary Partners LLC
0.15% NEW
α +10.3pts
13
NerdWallet Wealth Partners, LLC
0.10% held
α +11.3pts
14
Quantum Financial Planning Services, Inc.
0.09% held
α +28.9pts
15
GM Advisory Group, LLC
0.08% held
α +16.5pts
16
Walkner Condon Financial Advisors LLC
0.08% held
α +23.7pts
17
Ted Buchan & Co
0.07% held
α +13.2pts
18
Svb Wealth LLC
0.07% held
α +29.6pts
19
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.06% held
α +27.5pts
20
Fiduciary Alliance LLC
0.03% held
α +16.8pts
21
Principal Securities, Inc.
0.02% held
α +21.3pts
22
Choate Investment Advisors
0.01% held
α +13.8pts
23
Citigroup Inc.
0.00% held
α +26.3pts
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.
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SCHB lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SCHB — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:22 UTC.