Inst. Holders
50 funds
SC
SCHB
SCHWAB STRATEGIC TR
$29.61 ▲ +0.75%
Prev close $29.39High Impact Filing (7/10)20 New Institutional Positions5 Institutional Exits
Snapshot
The big-picture read on SCHB right now — valuation, ownership and activity at a glance.
Inst. Value
$6.3B
Inst. Activity
20 buys / 5 sells
SEC Reports
1
Price chart 30d -0.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SCHB — 67.5% short (8.5M / 12.6M)
Short: 8,476,422 | Exempt: 44,375 | TRF Vol: 12,558,693 | Short Ratio: 67.5% | Off-exchange volume (
Jun 30, 2026 Inst.
Cerity Partners LLC — ADD
1,654,810 shares ($47.9M)
Jun 30, 2026 Inst.
Feb 28, 2026 SEC EP Wealth Advisors, LLC — DOUBLED
853,104 shares ($24.7M)
Three major institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their holdings i
INST-CLUSTER — Impact 7/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 7.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SCHB — 67.5% short (8.5M / 12.6M)
Short: 8,476,422 | Exempt: 44,375 | TRF Vol: 12,558,693 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SCHB — 68.0% short (5.6M / 8.3M)
Short: 5,607,224 | Exempt: 13,594 | TRF Vol: 8,250,479 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SCHB — 66.1% short (7.1M / 10.7M)
Short: 7,065,487 | Exempt: 8,307 | TRF Vol: 10,681,719 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SCHB — 70.9% short (6.1M / 8.6M)
Short: 6,113,475 | Exempt: 780 | TRF Vol: 8,626,173 | Short Ratio: 70.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SCHB — 69.8% short (4.8M / 6.9M)
Short: 4,797,363 | Exempt: 1,972 | TRF Vol: 6,877,251 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SCHB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.3B total value (219,500,144 shares) as of 2026-Q2. Top holders: Wealthfront, UBS, SCS. Net buying activity: 20 institutions added/increased vs 5 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Wealthfront Advisers LLC | 51,435,009 | $1.5B | 23.5% | — |
| UBS Group AG | 48,933,766 | $1.4B | 22.4% | DOUBLED +3330.4% |
| SCS Capital Management LLC | 11,934,362 | $345.6M | 5.5% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11,427,853 | $331.0M | 5.2% | DOUBLED +300.7% |
| HighTower Advisors, LLC | 9,295,333 | $269.2M | 4.2% | — |
| HB Wealth Management, LLC | 6,571,056 | $190.3M | 3.0% | — |
| Savant Capital, LLC | 5,943,212 | $160.7M | 2.5% | — |
| Mariner, LLC | 4,683,545 | $135.6M | 2.1% | — |
| CAPTRUST FINANCIAL ADVISORS | 3,654,324 | $105.8M | 1.7% | ADD +25.1% |
| Waverly Advisors, LLC | 3,529,934 | $102.2M | 1.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Cerity Partners LLC | ADD | 1,301,632 | 1,654,810 | +27.1% | $47.9M |
| EP Wealth Advisors, LLC | DOUBLED | 149,600 | 853,104 | +470.3% | $24.7M |
| AMERIPRISE FINANCIAL INC | ADD | 570,329 | 715,207 | +25.4% | $20.7M |
| Kestra Advisory Services, LLC | ADD | 355,039 | 676,313 | +90.5% | $19.6M |
| Cresset Asset Management, LLC | ADD | 361,908 | 534,573 | +47.7% | $15.5M |
| NORTHERN TRUST CORP | ADD | 365,380 | 482,534 | +32.1% | $14.0M |
| BlackRock, Inc. | ADD | 317,220 | 445,679 | +40.5% | $12.9M |
| Pathstone Holdings, LLC | DOUBLED | 154,670 | 319,705 | +106.7% | $9.3M |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 162,264 | 280,851 | +73.1% | $8.1M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 142,796 | 243,133 | +70.3% | $7.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCHB.
Shares short
2,253,304
Settlement Sep 15, 2026
Change vs prior
-14.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All SCHB filing & press-release reports (1)
- INST-CLUSTER reportFeb 28, 2026