SCHWAB STRATEGIC TR (SCMB): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in SCMB. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
5
13F filers
Aggregate Value
$14.7M
Across holders
Last Price
$25.28
2026-08-24
Sector
GICS
Quarterly fund activity3 increased1 reduced1 exited
Full exits: Rockefeller Capital Management L.P.
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 276K | $7.1M | 48.5% | 0.0% | Added | +$6.1M | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 222K | $5.7M | 38.9% | 0.0% | Added | +$5.2M | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 58K | $1.5M | 10.1% | 0.0% | Reduced | $-196K | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 9K | $225K | 1.5% | 0.0% | Added | — | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 6K | $149K | 1.0% | 0.0% | Unchanged | +$0 | Q2 2026 |
Added
Hedge Fund
$7.1M· 48.5% of total· 0.0% port· 276K sh· +$6.1M QoQ· Q2 2026
Added
Hedge Fund
$5.7M· 38.9% of total· 0.0% port· 222K sh· +$5.2M QoQ· Q2 2026
Reduced
Hedge Fund
$1.5M· 10.1% of total· 0.0% port· 58K sh· $-196K QoQ· Q2 2026
Added
Institutional Manager
$225K· 1.5% of total· 0.0% port· 9K sh· — QoQ· Q2 2026
Unchanged
Hedge Fund
$149K· 1.0% of total· 0.0% port· 6K sh· +$0 QoQ· Q2 2026
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