Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHA)

1K + Investors. Track Smart Money conviction in SCHA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — SCHA

Based on 1245 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SCHA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,245 hedge funds hold SCHA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+137 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

569 buying548 selling
Last quarter: 569 funds bought or added vs 548 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-55 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 112 → 94 → 157 → 102. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
806 out of 1,245 hedge funds have held SCHA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

81 → 112 → 94 → 157 → 102 new funds/Q
New funds entering each quarter: 112 → 94 → 157 → 102. A growing number of institutions are discovering SCHA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 1,247 holders: 837 (67%) are 2+ year veterans, 143 entered 1–2 years ago, and 267 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
30 of 1243 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SCHA

In 2026 Q1, 569 hedge funds were net buyers of SCHA (102 opened a new position, 467 added to an existing one), while 548 reduced or exited (471 trimmed, 77 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 1245.

Hedge Fund Ownership: SCHA

How many hedge funds hold SCHA — quarterly history vs. share price
Quarterly hedge fund ownership of SCHA vs. share price

Market Analysis: SCHA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Schwab Strategic Tr (SCHA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCHA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
SCHA
+20.4%
SPY
+15.9%

SCHA outperformed SPY by +4.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SCHA
+7.5%
SPY
+2.0%

Since the filing became public, SCHA outperformed SPY by +5.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 43 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SCHA
1K + Investors

Track Smart Money conviction in SCHA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1227 1220 0.57%
13F Shares 245M 249M -1.41%
Total Value $7.00B $6.95B 0.62%
New Positions 96 157 -61
Increased Positions 460 460 -
Closed Positions 89 80 +9
Reduced Positions 467 438 +29
Total Calls 2 3 -33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHA

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Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCHA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SCHA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 93 Financial Group, LLC 20.86% 1,608,645 $46.8M
2 Sims Investment Management, LLC 18.54% 1,734,769 $50.4M
3 White & Co Financial Planning Inc 14.89% 728,443 $21.2M
4 ZynergyRetirementPlanningLLC 10.05% 571,593 $16.6M
5 FIDELIS iM, LLC 9.33% 848,134 $24.7M
6 Golden Reserve Retirement LLC 9.00% 1,500,790 $43.6M
7 Mokosak Advisory Group, LLC 8.71% 1,196,865 $34.8M
8 ForthRight Wealth Management, LLC 7.87% 954,561 $27.8M
9 Arnold Financial Planning LLC 7.40% 272,209 $7.9M
10 Joule Financial, LLC 6.75% 796,701 $23.2M
11 Monetary Solutions, Ltd 6.69% 238,090 $6.9M
12 Ascension Capital Advisors, Inc. 6.50% 710,716 $20.7M
13 Cannon Capital Management, Inc. 6.12% 259,096 $7.5M
14 Waterford Advisors, LLC 6.10% 684,686 $19.2M
15 Noble Family Wealth, LLC 5.92% 986,306 $28.7M
16 RMG Wealth Management LLC 5.79% 1,500,409 $50.2M
17 Rainey & Randall Wealth Advisors INC. 5.58% 1,181,707 $34.4M
18 St. Johns Investment Management Company, LLC 5.41% 441,971 $12.9M
19 Seneca Financial Advisors LLC 5.39% 632,949 $18.4M
20 Nwm Advisors, LLC 5.20% 196,478 $5.7M
21 Christensen, King & Associates Investment Services, Inc. 5.19% 415,889 $12.1M
22 Family Legacy Financial Solutions, LLC 5.15% 217,140 $6.4M
23 TruNorth Capital Management, LLC 5.10% 915,652 $26.6M
24 Sightline Wealth Advisors, LLC 4.83% 392,723 $11.4M
25 Womack Financial LLC 4.52% 211,184 $6.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schwab Strategic Tr (SCHA)

What does the Smart Money Trend signal show for SCHA?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SCHA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SCHA?

Slight buying edge — 51% buying: Last quarter: 569 funds bought or added vs 548 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SCHA holders?

Smaller funds dominant — 19% AUM from top-100: 30 of 1243 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHA?

65% of holders stayed for 2+ years: 806 out of 1,245 hedge funds have held SCHA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Schwab Strategic Tr (SCHA) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHA has moved +7.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.5%. Since the quarter end (March 31, 2026), SCHA has gained +20.4% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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