Which hedge funds own SCHD? SCHWAB STRATEGIC TR, Q2 2026 13F holders
15 of the hedge funds tracked by WhaleCreep disclosed a position in SCHD (SCHWAB STRATEGIC TR) in their Q2 2026 13F filings, worth $145.3m in total. The largest holder by portfolio weight is Cva Family Office, LLC at 5.5% of its book. 4 managers opened a new position this quarter: X-Square Capital, LLC, Twin Tree Management, LP, Polymer Capital Management (hk) LTD, Two Sigma Investments, LP. 2 exited: D. E. Shaw & Co., Inc., Debussy Capital Management LP.
15tracked managers holding
4opened this quarter
2exited this quarter
Which hedge funds hold SCHD? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Cva Family Office, LLC | Q2 2026 | 5.5% | $60.5m | 1,906,589 | -0% | held |
| Capital Fund Management S.A. | Q2 2026 | 0.2% | $22.4m | 705,544 | 9% | added |
| X-Square Capital, LLC | Q2 2026 | 0.1% | $262.0k | 8,267 | – | new |
| Twin Tree Management, LP | Q2 2026 | 0.1% | $384.8k | 12,136 | – | new |
| Granville Capital, Inc. | Q2 2026 | 0.1% | $125.0k | 3,942 | -50% | reduced |
| Pin Oak Investment Advisors INC | Q2 2026 | 0.0% | $61.0k | 1,933 | 1% | added |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $37.8m | 1,191,565 | 2752% | added |
| Polymer Capital Management (hk) LTD | Q2 2026 | 0.0% | $206.1k | 6,500 | – | new |
| Lowe Brockenbrough & CO INC | Q2 2026 | 0.0% | $446.4k | 14,076 | 0% | held |
| Edgestream Partners, L.P. | Q2 2026 | 0.0% | $369.2k | 11,642 | -85% | reduced |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $20.3m | 641,163 | -0% | held |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.0% | $263.1k | 8,296 | -8% | reduced |
| Tudor Investment Corp ET AL | Q2 2026 | 0.0% | $678.2k | 21,388 | -66% | reduced |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $1.2m | 39,100 | – | new |
| Millennium Management LLC | Q2 2026 | 0.0% | $299.2k | 9,437 | 28% | added |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| D. E. Shaw & Co., Inc. | 0.4% | $19.6m |
| Debussy Capital Management LP | 0.1% | $869.5k |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.0% |
| first_manhattan | Q2 2026 | 0.0% |
| boston_omaha | Q4 2024 | 0.1% |
How has hedge fund ownership of SCHD changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 17 | $148.2m |
| Q1 2026 | 16 | $154.0m |
| Q4 2025 | 2 | $1.9m |
| Q3 2025 | 4 | $11.7m |
| Q2 2025 | 3 | $3.5m |
| Q1 2025 | 3 | $3.0m |
| Q4 2024 | 5 | $9.7m |
| Q3 2024 | 5 | $12.8m |
| Q2 2024 | 4 | $9.0m |
| Q1 2024 | 5 | $12.7m |
| Q4 2023 | 3 | $6.4m |
| Q3 2023 | 4 | $8.6m |
| Q2 2023 | 4 | $8.2m |
| Q1 2023 | 4 | $7.6m |
| Q4 2022 | 4 | $8.1m |
| Q3 2022 | 4 | $8.6m |
Counts every tracked manager that disclosed SCHD in that quarter's filing, including managers that have since stopped filing.