SCHWAB STRATEGIC TR (SCHG): Ownership & Insider Activity
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
11
13F filers
Aggregate Value
$72.2M
Across holders
Last Price
$35.17
2026-08-24
Sector
—
GICS
Quarterly fund activity5 increased5 reduced0 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 1.27M | $41.8M | 57.8% | 0.0% | Added | $-20.8M | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 412K | $13.9M | 19.3% | 0.0% | Reduced | $-17.2M | Q2 2026 |
| SHAW D E & CO INC CIK 0001009207 | Hedge Fund | 174K | $5.9M | 8.1% | 0.0% | Added | — | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 143K | $4.8M | 6.7% | 0.0% | Reduced | $-46.0M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 50K | $1.7M | 2.4% | 0.0% | Added | +$32K | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 50K | $1.7M | 2.3% | 0.0% | Reduced | $-636K | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 40K | $1.4M | 1.9% | 0.0% | Reduced | $-617K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 12K | $416K | 0.6% | 0.0% | Added | — | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 8K | $271K | 0.4% | 0.0% | Unchanged | +$0 | Q2 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 8K | $271K | 0.4% | 0.0% | Added | +$35 | Q2 2026 |
Added
Hedge Fund
$41.8M· 57.8% of total· 0.0% port· 1.27M sh· $-20.8M QoQ· Q2 2026
Reduced
Hedge Fund
$13.9M· 19.3% of total· 0.0% port· 412K sh· $-17.2M QoQ· Q2 2026
Added
Hedge Fund
$5.9M· 8.1% of total· 0.0% port· 174K sh· — QoQ· Q2 2026
Reduced
Hedge Fund
$4.8M· 6.7% of total· 0.0% port· 143K sh· $-46.0M QoQ· Q2 2026
Added
Hedge Fund
$1.7M· 2.4% of total· 0.0% port· 50K sh· +$32K QoQ· Q2 2026
Reduced
Hedge Fund
$1.7M· 2.3% of total· 0.0% port· 50K sh· $-636K QoQ· Q2 2026
Reduced
Institutional Manager
$1.4M· 1.9% of total· 0.0% port· 40K sh· $-617K QoQ· Q2 2026
Added
Hedge Fund
$416K· 0.6% of total· 0.0% port· 12K sh· — QoQ· Q2 2026
Unchanged
Hedge Fund
$271K· 0.4% of total· 0.0% port· 8K sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$271K· 0.4% of total· 0.0% port· 8K sh· +$35 QoQ· Q2 2026
Reduced
Hedge Fund
$125K· 0.2% of total· 0.0% port· 4K sh· $-136K QoQ· Q2 2026
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