Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHC)

519 + Investors. Track Smart Money conviction in SCHC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — SCHC

Based on 524 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SCHC 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
524 hedge funds hold SCHC 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+94 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

253 buying185 selling
Last quarter: 253 funds bought or added vs 185 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new SCHC position: 57 → 78 → 56 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new
291 out of 524 hedge funds have held SCHC 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.
➡️

Steady discovery — ~64 new funds/quarter

68 → 57 → 78 → 56 → 64 new funds/Q
New funds entering each quarter: 57 → 78 → 56 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 28% new
Entry-cohort mix of 524 holders: 311 (59%) are 2+ year veterans, 64 entered 1–2 years ago, and 149 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
28 of 524 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SCHC

In 2026 Q2, 253 hedge funds were net buyers of SCHC (64 opened a new position, 189 added to an existing one), while 185 reduced or exited (156 trimmed, 29 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in SCHC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 524.

Hedge Fund Ownership: SCHC

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

Market Analysis: SCHC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHC

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 8 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHC
519 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 519 489 6.13%
13F Shares 49M 42M 17.45%
Total Value $2.35B $1.93B 21.98%
New Positions 62 56 +6
Increased Positions 188 144 +44
Closed Positions 32 53 -21
Reduced Positions 155 175 -20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHC

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Institutional Holders (2026 Q2)

519 + investors

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

QUARTER:
Top 25 SCHC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 White & Co Financial Planning Inc 7.91% 265,459 $12.8M
2 Arnold Financial Planning LLC 4.96% 138,331 $6.7M
3 Fort Vancouver Investment Management, LLC 4.18% 185,849 $8.9M
4 Hamrick Investment Counsel, llc 4.15% 130,096 $6.3M
5 Strategic Financial Planning, Inc. 4.03% 160,420 $7.7M
6 McAdam, LLC 3.18% 1,711,610 $82.4M
7 SageView Advisory Group, LLC 3.04% 1,781,089 $83.2M
8 Keyvantage Wealth, LLC 2.95% 162,240 $7.8M
9 Johnson Financial Group, LLC 2.93% 1,131,199 $54.4M
10 Upper Left Wealth Management, LLC 2.60% 97,490 $4.7M
11 Brucke Financial, Inc. 2.54% 118,713 $5.7M
12 Jacobs Equity LLC 2.51% 75,548 $3.6M
13 Signal Tree Financial Partners LLC 2.33% 72,972 $3.5M
14 Brooklyn FI, LLC 2.30% 260,222 $12.6M
15 Courage Miller Partners, LLC 2.14% 168,438 $8.1M
16 Brand Asset Management Group, Inc. 1.82% 170,742 $8.2M
17 Robinswood Financial LLC 1.66% 125,081 $4.5M
18 Traveka Wealth, LLC 1.58% 99,027 $4.8M
19 Phillip James Consulting Co. 1.39% 43,205 $2.1M
20 Tortoise Investment Management, LLC 1.31% 365,315 $17.6M
21 Carter Financial Group, INC. 1.29% 51,810 $2.5M
22 Beckerman Institutional, LLC 1.27% 55,563 $2.7M
23 Systelligence, LLC 1.21% 150,934 $7.3M
24 Curry Webb Wealth Management LLC 1.21% 60,853 $2.9M
25 West Paces Advisors INC. 1.20% 148,122 $7.1M
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 (SCHC)

What does the Smart Money Trend signal show for SCHC?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SCHC 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 SCHC?

Slight buying edge — 58% buying: Last quarter: 253 funds bought or added vs 185 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 SCHC holders?

Strong quality — 25% AUM from major funds: 28 of 524 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SCHC?

56% of holders stayed for 2+ years: 291 out of 524 hedge funds have held SCHC 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.

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