SCHWAB STRATEGIC TR (SCHA): Institutional Ownership
Hedge funds and institutional managers reporting a position in SCHA. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
10
13F filers
Aggregate Value
$13.0M
Across holders
Last Price
$35.49
2026-06-26
Sector
GICS
Holder activity4 new3 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 281K | $7.1M | 54.9% | 0.0% | New | — | Q2 2025 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 86K | $2.4M | 18.8% | 0.0% | New | — | Q4 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 41K | $1.2M | 9.2% | 0.0% | Added | +$805K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 21K | $614K | 4.7% | 0.0% | Added | +$139K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 20K | $569K | 4.4% | 0.0% | New | — | Q3 2025 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 14K | $472K | 3.6% | 0.0% | Reduced | $-2K | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 9K | $262K | 2.0% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 8K | $225K | 1.7% | 0.0% | Added | +$12K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 2K | $72K | 0.6% | 0.0% | Unchanged | +$0 | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 144 | $4K | 0.0% | 0.0% | New | — | Q4 2025 |
New
Hedge Fund
$7.1M· 54.9% of total· 0.0% port· 281K sh· — QoQ· Q2 2025
New
Hedge Fund
$2.4M· 18.8% of total· 0.0% port· 86K sh· — QoQ· Q4 2025
Added
Institutional Manager
$1.2M· 9.2% of total· 0.0% port· 41K sh· +$805K QoQ· Q1 2026
Added
Hedge Fund
$614K· 4.7% of total· 0.0% port· 21K sh· +$139K QoQ· Q1 2026
New
Hedge Fund
$569K· 4.4% of total· 0.0% port· 20K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$472K· 3.6% of total· 0.0% port· 14K sh· $-2K QoQ· Q1 2026
Unchanged
Hedge Fund
$262K· 2.0% of total· 0.0% port· 9K sh· +$0 QoQ· Q1 2026
Added
Hedge Fund
$225K· 1.7% of total· 0.0% port· 8K sh· +$12K QoQ· Q1 2026
Unchanged
Hedge Fund
$72K· 0.6% of total· 0.0% port· 2K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$4K· 0.0% of total· 0.0% port· 144 sh· — QoQ· Q4 2025