SCHWAB STRATEGIC TR (SCHX): Institutional Ownership
Hedge funds and institutional managers reporting a position in SCHX. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
9
13F filers
Aggregate Value
$143.3M
Across holders
Last Price
$28.79
2026-06-26
Sector
GICS
Holder activity0 new4 added5 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 3.97M | $101.9M | 71.1% | 0.0% | Added | +$101.5M | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 886K | $22.7M | 15.9% | 0.5% | Reduced | $-469K | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 295K | $7.6M | 5.3% | 0.0% | Added | +$1.3M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 270K | $6.9M | 4.8% | 0.0% | Added | +$6.5M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 85K | $2.2M | 1.5% | 0.0% | Reduced | $-7.7M | Q1 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 29K | $839K | 0.6% | 0.0% | Reduced | $-18K | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 26K | $654K | 0.5% | 0.0% | Added | +$341K | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 11K | $284K | 0.2% | 0.0% | Reduced | $-576K | Q1 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 8K | $211K | 0.1% | 0.0% | Reduced | $-263K | Q1 2026 |
Added
Hedge Fund
$101.9M· 71.1% of total· 0.0% port· 3.97M sh· +$101.5M QoQ· Q1 2026
Reduced
Hedge Fund
$22.7M· 15.9% of total· 0.5% port· 886K sh· $-469K QoQ· Q1 2026
Added
Hedge Fund
$7.6M· 5.3% of total· 0.0% port· 295K sh· +$1.3M QoQ· Q1 2026
Added
Hedge Fund
$6.9M· 4.8% of total· 0.0% port· 270K sh· +$6.5M QoQ· Q1 2026
Reduced
Hedge Fund
$2.2M· 1.5% of total· 0.0% port· 85K sh· $-7.7M QoQ· Q1 2026
Reduced
Hedge Fund
$839K· 0.6% of total· 0.0% port· 29K sh· $-18K QoQ· Q1 2026
Added
Hedge Fund
$654K· 0.5% of total· 0.0% port· 26K sh· +$341K QoQ· Q1 2026
Reduced
Hedge Fund
$284K· 0.2% of total· 0.0% port· 11K sh· $-576K QoQ· Q1 2026
Reduced
Institutional Manager
$211K· 0.1% of total· 0.0% port· 8K sh· $-263K QoQ· Q1 2026