⌘K

SCHX Institutional Ownership & 13F Holders | SmartMoneyDB

SCHXSCHWAB STRATEGIC TR

US LRG CAP ETF · CUSIP 808524201

Smart Money Ownership

Of the 6 tracked institutions holding SCHX, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

SCHX (SCHWAB STRATEGIC TR) Institutional Ownership Summary

Among the 6 tracked institutional investors we monitor, SCHX (SCHWAB STRATEGIC TR) is held with a combined value of $328.62M across 11,171,453 shares. The largest holder is AQR CAPITAL MANAGEMENT LLC with a position worth $132.90M (0.05% of their portfolio). 6 funds increased their holdings.

Total Institutional Value

$328.62M

Total Shares Held

11,171,453

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+32% shares~$30.5M RENAISSANCE TECHNOLOGIES LLC+823% shares~$20.7M AQR CAPITAL MANAGEMENT LLC+13% shares~$15.5M FMR LLC+5% shares~$2.3M VANGUARD GROUP INC+41% shares~$488.9K

13F Institutional Holders

Sort

AQR CAPITAL MANAGEMENT LLC

RENAISSANCE TECHNOLOGIES LLC

Fisher Asset Management, LLC

0.00% of book+110.2%

$508.26K

#	Fund	Value↓	Shares	Portfolio %	Change
1	AQR CAPITAL MANAGEMENT LLC	$132.90M	4,515,858	0.05%	+13.2%
2	BlackRock, Inc.	$124.53M	4,231,409	0.00%	+32.4%
3	FMR LLC	$45.83M	1,557,230	0.00%	+5.4%
4	RENAISSANCE TECHNOLOGIES LLC	$23.17M	787,200	0.03%	+822.9%
5	VANGUARD GROUP INC	$1.68M	62,486	0.00%	+41.0%
6	Fisher Asset Management, LLC	$508.26K	17,270	0.00%	+110.2%

Congress Trading

1 member · 2 disclosed trades in SCHX

Member	Type	Amount	Date
Virginia Foxx	Buy	$1,001 - $15,000	Jan 17, 2024
Virginia Foxx	Buy	$1,001 - $15,000	Jan 8, 2024

Frequently Asked Questions

Which institutional investors own the most SCHX stock?

As of the latest SEC 13F filings, AQR CAPITAL MANAGEMENT LLC is the largest institutional holder of SCHX with a position worth $132.90M, representing 0.05% of their portfolio. In total, 6 institutional investors hold SCHX with a combined value of $328.62M.

What percentage of SCHX is owned by institutional investors?

Institutional investors hold $328.62M worth of SCHX stock across 6 positions. The largest institutional holder is AQR CAPITAL MANAGEMENT LLC with $132.90M in holdings.

What is a 13F filing and why does it matter for SCHX?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SCHX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SCHX institutional moves

Get notified when hedge funds change their SCHX positions.