Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +91
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — SCHB

Based on 1233 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SCHB 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
1,233 hedge funds hold SCHB 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 — +11% more funds vs a year ago

fund count last 6Q
+126 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

609 buying508 selling
Last quarter: 609 funds bought or added vs 508 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.
📈

More new buyers each quarter (+67 vs last Q)

new funds entering per quarter
Funds opening a new SCHB position: 76 → 106 → 83 → 150. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
815 out of 1,233 hedge funds have held SCHB 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

96 → 76 → 106 → 83 → 150 new funds/Q
New funds entering each quarter: 76 → 106 → 83 → 150. A growing number of institutions are discovering SCHB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 15% 1-2yr ■ 21% new
Of 1,236 current holders: 798 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
25 of 1233 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: SCHB

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

Market Analysis: SCHB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 51 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: SCHB
2026 Q1 Stats Unlock in 18 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1236 1144 8.04%
13F Shares 468M 470M -0.28%
Total Value $12.66B $12.24B 3.44%
New Positions 150 83 +67
Increased Positions 461 450 +11
Closed Positions 59 73 -14
Reduced Positions 451 431 +20
Total Calls 3 3 -
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.33 Bullish

Statistics: SCHB

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

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 SCHB. Verified SEC 13F-HR filings.

Top 25 institutional holders of SCHB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HT Partners LLC 46.99% 6,181,453 $155.2M
2 Appalachian Capital Management Ltd 31.62% 1,573,653 $39.5M
3 Strid Group, LLC 26.90% 8,648,946 $217.1M
4 MYECFO, LLC 26.86% 2,557,723 $64.2M
5 Morton Brown Family Wealth, LLC 26.65% 4,017,868 $100.8M
6 TruNorth Capital Management, LLC 25.07% 5,210,739 $130.8M
7 Hanson & Doremus Investment Management 20.33% 7,041,153 $177K
8 Schaeffer Financial LLC 19.06% 902,377 $22.6M
9 ROBINSON SMITH WEALTH ADVISORS LLC 18.35% 1,080,467 $27.1M
10 Phil A. Younker & Associates, Ltd. 17.76% 1,060,992 $26.6M
11 Genesee Capital Advisors, LLC 17.14% 1,629,524 $40.9M
12 HENGEHOLD CAPITAL MANAGEMENT LLC 16.93% 7,722,465 $193.8M
13 MANCHESTER FINANCIAL INC 16.51% 3,426,829 $86.0M
14 Stonekeep Investments, LLC 14.89% 915,310 $23.0M
15 HHM Wealth Advisors, LLC 14.87% 5,146,591 $129.2M
16 Davis Capital Management 14.21% 835,619 $21.0M
17 Compass Financial Group, INC/SD 13.59% 3,869,236 $97.1M
18 Wynn Capital, LLC 12.03% 933,100 $23.4M
19 Legacy Financial Strategies, LLC 11.84% 2,614,587 $65.6M
20 Evensky & Katz LLC 11.66% 8,165,499 $205K
21 Global Wealth Management, LLC 11.19% 817,754 $20.5M
22 JUNCTURE WEALTH STRATEGIES, LLC 10.63% 1,266,881 $31.8M
23 Capital Management Associates, Inc 10.13% 1,785,562 $44.8M
24 Sunburst Financial Group, LLC 10.05% 2,174,288 $54.6M
25 Downshift Financial, LLC 9.94% 700,795 $19.2M
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 (SCHB)

What does the Smart Money Trend signal show for SCHB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SCHB 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 SCHB?

Slight buying edge — 55% buying: Last quarter: 609 funds bought or added vs 508 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 SCHB holders?

Smaller funds dominant — 6% AUM from top-100: 25 of 1233 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHB?

66% of holders stayed for 2+ years: 815 out of 1,233 hedge funds have held SCHB 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.

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.