SCHWAB STRATEGIC TR (SCHZ): Ownership & Insider Activity
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
5
13F filers
Aggregate Value
$11.6M
Across holders
Last Price
$22.10
2026-10-08
Sector
—
GICS
Quarterly fund activity3 increased2 reduced1 exited
Full exits: Qube Research & Technologies Ltd
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 384K | $8.9M | 76.3% | 0.0% | Added | +$6.4M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 66K | $1.5M | 13.2% | 0.0% | Reduced | $-397K | Q2 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 41K | $939K | 8.1% | 0.0% | Reduced | $-1.7M | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 11K | $252K | 2.2% | 0.0% | Added | — | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 2K | $38K | 0.3% | 0.0% | Added | +$31K | Q2 2026 |
Added
Hedge Fund
$8.9M· 76.3% of total· 0.0% port· 384K sh· +$6.4M QoQ· Q2 2026
Reduced
Hedge Fund
$1.5M· 13.2% of total· 0.0% port· 66K sh· $-397K QoQ· Q2 2026
Reduced
Hedge Fund
$939K· 8.1% of total· 0.0% port· 41K sh· $-1.7M QoQ· Q2 2026
Added
Institutional Manager
$252K· 2.2% of total· 0.0% port· 11K sh· — QoQ· Q2 2026
Added
Hedge Fund
$38K· 0.3% of total· 0.0% port· 2K sh· +$31K QoQ· Q2 2026
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