SCHWAB STRATEGIC TR (SCHM): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in SCHM. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
6
13F filers
Aggregate Value
$52.2M
Across holders
Last Price
$35.81
2026-08-24
Sector
—
GICS
Quarterly fund activity3 increased2 reduced2 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 486K | $17.9M | 34.3% | 0.0% | Reduced | $-17.6M | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 460K | $17.0M | 32.5% | 0.0% | Added | — | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 447K | $16.5M | 31.5% | 0.0% | Added | $-2.3M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 9K | $336K | 0.6% | 0.0% | Unchanged | +$0 | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 8K | $303K | 0.6% | 0.0% | Reduced | $-32K | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 6K | $221K | 0.4% | 0.0% | Added | — | Q2 2026 |
Reduced
Hedge Fund
$17.9M· 34.3% of total· 0.0% port· 486K sh· $-17.6M QoQ· Q2 2026
Added
Hedge Fund
$17.0M· 32.5% of total· 0.0% port· 460K sh· — QoQ· Q2 2026
Added
Hedge Fund
$16.5M· 31.5% of total· 0.0% port· 447K sh· $-2.3M QoQ· Q2 2026
Unchanged
Hedge Fund
$336K· 0.6% of total· 0.0% port· 9K sh· +$0 QoQ· Q2 2026
Reduced
Hedge Fund
$303K· 0.6% of total· 0.0% port· 8K sh· $-32K QoQ· Q2 2026
Added
Hedge Fund
$221K· 0.4% of total· 0.0% port· 6K sh· — QoQ· Q2 2026
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