SCHWAB STRATEGIC TR (SCHG): Institutional Ownership
Hedge funds and institutional managers reporting a position in SCHG. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
9
13F filers
Aggregate Value
$53.7M
Across holders
Last Price
$32.84
2026-06-26
Sector
GICS
Holder activity0 new5 added4 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 1.50M | $43.8M | 81.5% | 0.0% | Added | +$31.9M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 140K | $4.1M | 7.6% | 0.0% | Added | +$3.6M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 69K | $2.0M | 3.7% | 0.0% | Reduced | $-348K | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 58K | $1.7M | 3.2% | 0.0% | Added | +$840K | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 49K | $1.4M | 2.7% | 0.0% | Reduced | $-230K | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 8K | $266K | 0.5% | 0.0% | Added | +$69 | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 8K | $233K | 0.4% | 0.0% | Reduced | $-233K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 8K | $225K | 0.4% | 0.0% | Added | +$91K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 2 | $58 | 0.0% | 0.0% | Reduced | $-18.3M | Q1 2026 |
Added
Hedge Fund
$43.8M· 81.5% of total· 0.0% port· 1.50M sh· +$31.9M QoQ· Q1 2026
Added
Hedge Fund
$4.1M· 7.6% of total· 0.0% port· 140K sh· +$3.6M QoQ· Q1 2026
Reduced
Hedge Fund
$2.0M· 3.7% of total· 0.0% port· 69K sh· $-348K QoQ· Q1 2026
Added
Institutional Manager
$1.7M· 3.2% of total· 0.0% port· 58K sh· +$840K QoQ· Q1 2026
Reduced
Hedge Fund
$1.4M· 2.7% of total· 0.0% port· 49K sh· $-230K QoQ· Q1 2026
Added
Hedge Fund
$266K· 0.5% of total· 0.0% port· 8K sh· +$69 QoQ· Q1 2026
Reduced
Hedge Fund
$233K· 0.4% of total· 0.0% port· 8K sh· $-233K QoQ· Q1 2026
Added
Hedge Fund
$225K· 0.4% of total· 0.0% port· 8K sh· +$91K QoQ· Q1 2026
Reduced
Hedge Fund
$58· 0.0% of total· 0.0% port· 2 sh· $-18.3M QoQ· Q1 2026