SCHWAB STRATEGIC TR (SCHE): Institutional Ownership
Hedge funds and institutional managers reporting a position in SCHE. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
9
13F filers
Aggregate Value
$8.2M
Across holders
Last Price
$35.53
2026-06-26
Sector
GICS
Holder activity5 new2 added2 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 92K | $3.0M | 37.1% | 0.0% | Added | +$986K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 46K | $1.5M | 18.6% | 0.0% | New | — | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 33K | $1.1M | 13.1% | 0.0% | New | — | Q4 2025 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 28K | $911K | 11.1% | 0.0% | Reduced | $-35.0M | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 19K | $619K | 7.6% | 0.0% | Added | +$354K | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 12K | $407K | 5.0% | 0.0% | Reduced | $-2K | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 9K | $283K | 3.5% | 0.0% | New | — | Q2 2025 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 11K | $250K | 3.1% | 0.1% | New | — | Q4 2022 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 2K | $78K | 1.0% | 0.0% | New | — | Q1 2026 |
Added
Hedge Fund
$3.0M· 37.1% of total· 0.0% port· 92K sh· +$986K QoQ· Q1 2026
New
Hedge Fund
$1.5M· 18.6% of total· 0.0% port· 46K sh· — QoQ· Q1 2026
New
Hedge Fund
$1.1M· 13.1% of total· 0.0% port· 33K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$911K· 11.1% of total· 0.0% port· 28K sh· $-35.0M QoQ· Q1 2026
Added
Institutional Manager
$619K· 7.6% of total· 0.0% port· 19K sh· +$354K QoQ· Q1 2026
Reduced
Hedge Fund
$407K· 5.0% of total· 0.0% port· 12K sh· $-2K QoQ· Q1 2026
New
Hedge Fund
$283K· 3.5% of total· 0.0% port· 9K sh· — QoQ· Q2 2025
New
Hedge Fund
$250K· 3.1% of total· 0.1% port· 11K sh· — QoQ· Q4 2022
New
Hedge Fund
$78K· 1.0% of total· 0.0% port· 2K sh· — QoQ· Q1 2026