SCHWAB STRATEGIC TR (SCHB): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in SCHB. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
9
13F filers
Aggregate Value
$60.7M
Across holders
Last Price
$29.52
2026-08-24
Sector
—
GICS
Quarterly fund activity4 increased4 reduced0 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 1.45M | $41.9M | 69.0% | 0.0% | Added | $-20.4M | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 387K | $11.2M | 18.5% | 0.0% | Added | $-8.2M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 92K | $2.7M | 4.4% | 0.1% | Added | +$19K | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 77K | $2.2M | 3.7% | 0.0% | Added | — | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 31K | $885K | 1.5% | 0.0% | Reduced | $-1.3M | Q2 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 25K | $724K | 1.2% | 0.0% | Reduced | $-362K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 18K | $513K | 0.8% | 0.0% | Unchanged | +$0 | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 14K | $396K | 0.7% | 0.0% | Reduced | $-4.8M | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 6K | $176K | 0.3% | 0.0% | Reduced | $-53K | Q2 2026 |
Added
Hedge Fund
$41.9M· 69.0% of total· 0.0% port· 1.45M sh· $-20.4M QoQ· Q2 2026
Added
Hedge Fund
$11.2M· 18.5% of total· 0.0% port· 387K sh· $-8.2M QoQ· Q2 2026
Added
Hedge Fund
$2.7M· 4.4% of total· 0.1% port· 92K sh· +$19K QoQ· Q2 2026
Added
Hedge Fund
$2.2M· 3.7% of total· 0.0% port· 77K sh· — QoQ· Q2 2026
Reduced
Institutional Manager
$885K· 1.5% of total· 0.0% port· 31K sh· $-1.3M QoQ· Q2 2026
Reduced
Hedge Fund
$724K· 1.2% of total· 0.0% port· 25K sh· $-362K QoQ· Q2 2026
Unchanged
Hedge Fund
$513K· 0.8% of total· 0.0% port· 18K sh· +$0 QoQ· Q2 2026
Reduced
Hedge Fund
$396K· 0.7% of total· 0.0% port· 14K sh· $-4.8M QoQ· Q2 2026
Reduced
Hedge Fund
$176K· 0.3% of total· 0.0% port· 6K sh· $-53K QoQ· Q2 2026
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