WhaleCreep

Which hedge funds own SCHZ? SCHWAB STRATEGIC TR, Q2 2026 13F holders

3 tracked hedge funds disclosed a position in SCHZ (SCHWAB STRATEGIC TR) in their Q2 2026 13F filings, worth $13.0m in total. The largest holder by portfolio weight is CVA Family Office, LLC at 0.3% of its book. 2 exited: First Manhattan, Qube Research & Technologies Ltd.

3
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
0
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
2
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$0
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$271k
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$13.0m
Combined value
Sum of the holders' reported positions in the security.
0.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

3 rows
CVA Family Office, LLC Family office0.3%$3.2m137,096+8.2%added
Citadel Advisors LLC Hedge fund0.01%$8.9m383,817+258%added
Renaissance Technologies LLC Hedge fund0.0%$939k40,600−64%reduced