Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHC)

483 + 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
↑ +3
Streak
4Q ▲
Buyers last Q
47%

Smart Money Signals — SCHC

Based on 488 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 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
488 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 — +21% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+21% 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.
🟠

More sellers than buyers — 47% buying

200 buying228 selling
Last quarter: 228 funds reduced or exited vs 200 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 67 → 57 → 78 → 56. 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.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 22% new
276 out of 488 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 — ~56 new funds/quarter

46 → 67 → 57 → 78 → 56 new funds/Q
New funds entering each quarter: 67 → 57 → 78 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 488 holders: 302 (62%) are 2+ year veterans, 55 entered 1–2 years ago, and 131 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
24 of 488 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 200 hedge funds were net buyers of SCHC (56 opened a new position, 144 added to an existing one), while 228 reduced or exited (175 trimmed, 53 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in SCHC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 488.

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

-- --

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

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

Signal Freshness measures how much SCHC 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 · 81d ago
SCHC
nan%
SPY
+15.1%

SCHC outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SCHC
nan%
SPY
+1.3%

Since the filing became public, SCHC outperformed SPY by nan% .

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.

14 top-rated funds 8 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHC
483 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 483 485 -0.41%
13F Shares 42M 43M -3.22%
Total Value $1.93B $1.98B -2.75%
New Positions 54 78 -24
Increased Positions 144 188 -44
Closed Positions 56 39 +17
Reduced Positions 175 141 +34
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHC

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

483 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 White & Co Financial Planning Inc 8.63% 262,492 $12.3M
2 Arnold Financial Planning LLC 5.88% 134,690 $6.3M
3 Fort Vancouver Investment Management, LLC 4.53% 191,058 $8.9M
4 Hamrick Investment Counsel, llc 4.06% 120,018 $5.5M
5 McAdam, LLC 3.47% 1,645,574 $76.9M
6 Keyvantage Wealth, LLC 3.24% 157,618 $7.4M
7 Jacobs Equity LLC 3.22% 70,406 $3.6M
8 Upper Left Wealth Management, LLC 2.63% 95,451 $4.5M
9 Brucke Financial, Inc. 2.63% 110,871 $5.2M
10 Signal Tree Financial Partners LLC 2.53% 71,734 $3.4M
11 Brooklyn FI, LLC 2.40% 244,602 $11.4M
12 Courage Miller Partners, LLC 2.23% 169,227 $7.9M
13 Brand Asset Management Group, Inc. 2.12% 174,448 $8.2M
14 Johnson Financial Group, LLC 1.88% 604,360 $28.2M
15 Traveka Wealth, LLC 1.78% 99,602 $4.7M
16 West Paces Advisors INC. 1.45% 160,633 $7.5M
17 Carter Financial Group, INC. 1.43% 49,293 $2.3M
18 Tortoise Investment Management, LLC 1.39% 360,627 $16.9M
19 Rialto Wealth Management, LLC 1.29% 123,028 $5.8M
20 Rockbridge Investment Management, LCC 1.28% 305,818 $14.3M
21 Beckerman Institutional, LLC 1.26% 50,735 $2.4M
22 Stewardship Advisors, LLC 1.25% 116,205 $5.4M
23 Braun-Bostich & Associates Inc. 1.23% 42,045 $2.0M
24 Yoffe Investment Management, LLC 1.16% 19,444 $909K
25 Curry Webb Wealth Management LLC 1.16% 52,679 $2.5M
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 — 4 quarters in a row: For 4 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?

More sellers than buyers — 47% buying: Last quarter: 228 funds reduced or exited vs 200 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SCHC holders?

Strong quality — 23% AUM from major funds: 24 of 488 holders rank in the top 100 by AUM, accounting for 23% 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?

57% of holders stayed for 2+ years: 276 out of 488 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.

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

As of today, SCHC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SCHC has gained nan% vs +15.1% 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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