Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHD)

2K + Investors. Track Smart Money conviction in SCHD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +123
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — SCHD

Based on 1768 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SCHD 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
1,768 hedge funds hold SCHD 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 — +8% more funds vs a year ago

fund count last 6Q
+131 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

920 buying813 selling
Last quarter: 920 funds bought or added vs 813 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 (+111 vs last Q)

new funds entering per quarter
Funds opening a new SCHD position: 131 → 132 → 127 → 238. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
1,118 out of 1,768 hedge funds have held SCHD 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

186 → 131 → 132 → 127 → 238 new funds/Q
New funds entering each quarter: 131 → 132 → 127 → 238. A growing number of institutions are discovering SCHD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Of 1,779 current holders: 1,115 (63%) 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.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
22 of 1768 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.
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: SCHD

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

Market Analysis: SCHD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHD

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

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

95 top-rated funds 107 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: SCHD
2026 Q1 Stats Unlock in 23 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1779 1660 7.17%
13F Shares 773M 801M -3.57%
Total Value $21.17B $21.87B -3.2%
New Positions 240 129 +111
Increased Positions 699 724 -25
Closed Positions 118 119 -1
Reduced Positions 708 688 +20
Total Calls 9 10 -10.0%
Total Puts 8 7 14.29%
PUT/CALL Ratio 0.89 0.7 Neutral

Statistics: SCHD

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Valuation Measures Data as of: --

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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)

2K + investors

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

Top 25 institutional holders of SCHD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Planning, Inc. 55.43% 6,763,707 $207.5M
2 Sarver Vrooman Wealth Advisors 31.26% 1,654,095 $50.7M
3 HHM Wealth Advisors, LLC 18.21% 5,156,506 $158.2M
4 BURKETT FINANCIAL SERVICES, LLC 18.11% 1,722,959 $52.9M
5 MJT & Associates Financial Advisory Group, Inc. 17.04% 756,661 $23.2M
6 Whelan Financial 16.91% 1,775,462 $54.5M
7 Golden Reserve Retirement LLC 14.48% 2,287,654 $70.2M
8 CGC Financial Services, LLC 14.33% 1,616,296 $49.6M
9 eCIO, Inc. 13.72% 1,017,616 $31.2M
10 Schaeffer Financial LLC 11.90% 460,973 $14.1M
11 Eagle Capital Management, LLC 11.24% 929,233 $29K
12 SURIENCE PRIVATE WEALTH LLC 10.94% 332,330 $10.2M
13 Spinnaker Investment Group, LLC 10.72% 1,715,499 $52.6M
14 Scott Capital Advisors, LLC 10.71% 1,729,169 $52.8M
15 Intergy Private Wealth, LLC 10.38% 1,154,086 $35.4M
16 Global Wealth Management, LLC 10.34% 618,035 $19.0M
17 Gilbert Capital Group, Inc. 9.95% 419,845 $12.9M
18 WMS Group LLC 9.67% 216,661 $6.6M
19 Keudell/Morrison Wealth Management 9.60% 1,530,634 $47.0M
20 Noble Family Wealth, LLC 9.53% 1,505,055 $46.2M
21 Lighthouse Wealth Management Inc. 9.49% 455,446 $14.0M
22 Karras Company, Inc. 9.19% 295,492 $9.1M
23 Financial Insights, Inc. 8.36% 909,673 $25.0M
24 Crescent Sterling, Ltd. 8.01% 269,971 $8.3M
25 Allied Investment Advisors, LLC 7.99% 1,816,625 $55.7M
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 (SCHD)

What does the Smart Money Trend signal show for SCHD?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SCHD 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 SCHD?

Slight buying edge — 53% buying: Last quarter: 920 funds bought or added vs 813 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 SCHD holders?

Strong quality — 23% AUM from major funds: 22 of 1768 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 SCHD?

63% of holders stayed for 2+ years: 1,118 out of 1,768 hedge funds have held SCHD 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.