SCHWAB STRATEGIC TR US AGGREGA (SCHZ): Institutional Ownership
Hedge funds and institutional managers reporting a position in SCHZ. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
6
13F filers
Aggregate Value
$7.6M
Across holders
Last Price
$23.23
2026-06-26
Sector
GICS
Holder activity5 new0 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 114K | $2.6M | 34.6% | 0.0% | New | — | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 107K | $2.5M | 32.6% | 0.0% | New | — | Q1 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 84K | $1.9M | 25.4% | 0.0% | Reduced | $-33K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 14K | $329K | 4.3% | 0.0% | New | — | Q1 2025 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 9K | $203K | 2.7% | 0.0% | New | — | Q2 2025 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 1K | $33K | 0.4% | 0.0% | New | — | Q1 2026 |
New
Hedge Fund
$2.6M· 34.6% of total· 0.0% port· 114K sh· — QoQ· Q1 2026
New
Hedge Fund
$2.5M· 32.6% of total· 0.0% port· 107K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$1.9M· 25.4% of total· 0.0% port· 84K sh· $-33K QoQ· Q1 2026
New
Hedge Fund
$329K· 4.3% of total· 0.0% port· 14K sh· — QoQ· Q1 2025
New
Institutional Manager
$203K· 2.7% of total· 0.0% port· 9K sh· — QoQ· Q2 2025
New
Hedge Fund
$33K· 0.4% of total· 0.0% port· 1K sh· — QoQ· Q1 2026