SCHWAB STRATEGIC TR (SCHD): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in SCHD. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
9
13F filers
Aggregate Value
$101.6M
Across holders
Last Price
$35.21
2026-08-24
Sector
—
GICS
Quarterly fund activity5 increased4 reduced2 exited
Full exits: CITADEL ADVISORS LLC, SHAW D E & CO INC
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 1.19M | $37.8M | 37.2% | 0.0% | Added | +$36.5M | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 646K | $20.5M | 20.1% | 0.0% | Added | $-52.7M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 641K | $20.3M | 20.0% | 0.0% | Reduced | $-40.7M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 559K | $17.7M | 17.4% | 0.0% | Added | +$12.1M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 51K | $1.6M | 1.6% | 0.0% | Reduced | $-50K | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 48K | $1.5M | 1.5% | 0.0% | Reduced | $-650K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 39K | $1.2M | 1.2% | 0.0% | Added | — | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 21K | $678K | 0.7% | 0.0% | Reduced | $-1.3M | Q2 2026 |
| MILLENNIUM MANAGEMENT LLC CIK 0001273087 | Hedge Fund | 9K | $299K | 0.3% | 0.0% | Added | +$66K | Q2 2026 |
Added
Hedge Fund
$37.8M· 37.2% of total· 0.0% port· 1.19M sh· +$36.5M QoQ· Q2 2026
Added
Hedge Fund
$20.5M· 20.1% of total· 0.0% port· 646K sh· $-52.7M QoQ· Q2 2026
Reduced
Hedge Fund
$20.3M· 20.0% of total· 0.0% port· 641K sh· $-40.7M QoQ· Q2 2026
Added
Hedge Fund
$17.7M· 17.4% of total· 0.0% port· 559K sh· +$12.1M QoQ· Q2 2026
Reduced
Hedge Fund
$1.6M· 1.6% of total· 0.0% port· 51K sh· $-50K QoQ· Q2 2026
Reduced
Institutional Manager
$1.5M· 1.5% of total· 0.0% port· 48K sh· $-650K QoQ· Q2 2026
Added
Hedge Fund
$1.2M· 1.2% of total· 0.0% port· 39K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$678K· 0.7% of total· 0.0% port· 21K sh· $-1.3M QoQ· Q2 2026
Added
Hedge Fund
$299K· 0.3% of total· 0.0% port· 9K sh· +$66K QoQ· Q2 2026
Loading recent insider activity…