SCHWAB STRATEGIC TR (SCHD): Institutional Ownership
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
13
13F filers
Aggregate Value
$64.6M
Across holders
Last Price
$32.09
2026-06-26
Sector
GICS
Holder activity7 new4 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 587K | $18.0M | 27.9% | 0.0% | Reduced | $-11.2M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 656K | $17.9M | 27.7% | 0.0% | New | — | Q3 2025 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 260K | $7.1M | 11.0% | 0.0% | New | — | Q3 2025 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 177K | $5.4M | 8.4% | 0.0% | Added | +$4.3M | Q1 2026 |
| Brevan Howard Capital Management LP CIK 0001512857 | Hedge Fund | 54K | $4.1M | 6.3% | 0.0% | New | — | Q4 2023 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 68K | $2.1M | 3.2% | 0.0% | Added | +$362K | Q1 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 79K | $2.1M | 3.2% | 0.0% | New | — | Q2 2025 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 70K | $1.9M | 3.0% | 0.0% | New | — | Q4 2025 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 62K | $1.9M | 3.0% | 0.0% | New | — | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 53K | $1.6M | 2.5% | 0.0% | Added | +$725K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 42K | $1.3M | 2.0% | 0.0% | Added | +$1.0M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 42K | $1.1M | 1.8% | 0.0% | New | — | Q3 2025 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 18 | $552 | 0.0% | 0.0% | Unchanged | +$0 | Q1 2026 |
Reduced
Hedge Fund
$18.0M· 27.9% of total· 0.0% port· 587K sh· $-11.2M QoQ· Q1 2026
New
Hedge Fund
$17.9M· 27.7% of total· 0.0% port· 656K sh· — QoQ· Q3 2025
New
Hedge Fund
$7.1M· 11.0% of total· 0.0% port· 260K sh· — QoQ· Q3 2025
Added
Hedge Fund
$5.4M· 8.4% of total· 0.0% port· 177K sh· +$4.3M QoQ· Q1 2026
New
Hedge Fund
$4.1M· 6.3% of total· 0.0% port· 54K sh· — QoQ· Q4 2023
Added
Institutional Manager
$2.1M· 3.2% of total· 0.0% port· 68K sh· +$362K QoQ· Q1 2026
New
Hedge Fund
$2.1M· 3.2% of total· 0.0% port· 79K sh· — QoQ· Q2 2025
New
Hedge Fund
$1.9M· 3.0% of total· 0.0% port· 70K sh· — QoQ· Q4 2025
New
Hedge Fund
$1.9M· 3.0% of total· 0.0% port· 62K sh· — QoQ· Q1 2026
Added
Hedge Fund
$1.6M· 2.5% of total· 0.0% port· 53K sh· +$725K QoQ· Q1 2026
Added
Hedge Fund
$1.3M· 2.0% of total· 0.0% port· 42K sh· +$1.0M QoQ· Q1 2026
New
Hedge Fund
$1.1M· 1.8% of total· 0.0% port· 42K sh· — QoQ· Q3 2025
Unchanged
Hedge Fund
$552· 0.0% of total· 0.0% port· 18 sh· +$0 QoQ· Q1 2026