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
↑ +129
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — SCHD

Based on 2040 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
2,040 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 — +16% more funds vs a year ago

fund count last 6Q
+279 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1113 buying864 selling
Last quarter: 1,113 funds bought or added vs 864 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 151 → 142 → 262 → 253. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 20% new
1,196 out of 2,040 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.
🚀

Acceleration phase — new buyers rushing in

145 → 151 → 142 → 262 → 253 new funds/Q
New funds entering each quarter: 151 → 142 → 262 → 253. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 60% veterans vs 23% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 2,052 holders: 1,236 (60%) are 2+ year veterans, 338 entered 1–2 years ago, and 478 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
34 of 2033 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — SCHD

In 2026 Q1, 1113 hedge funds were net buyers of SCHD (253 opened a new position, 860 added to an existing one), while 864 reduced or exited (740 trimmed, 124 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in SCHD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +129 funds (more new holders than closures). Total institutional holders: 2040.

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

-- --

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

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

Signal Freshness measures how much SCHD 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 · 75d ago
SCHD
+7.0%
SPY
+14.1%

SCHD outperformed SPY by -7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SCHD
+3.5%
SPY
+0.3%

Since the filing became public, SCHD outperformed SPY by +3.2% .

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 ?
Broad Consensus, Selective Conviction

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

53 top-rated funds 142 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: SCHD
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2014 1911 5.39%
13F Shares 818M 792M 3.21%
Total Value $24.24B $21.70B 11.73%
New Positions 242 262 -20
Increased Positions 847 725 +122
Closed Positions 139 127 +12
Reduced Positions 731 749 -18
Total Calls 9 9 -
Total Puts 8 8 -
PUT/CALL Ratio 0.89 0.89 Neutral

Statistics: SCHD

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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.

QUARTER:
Top 25 SCHD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Planning, Inc. 55.43% 6,763,707 $207.5M
2 Sumitomo Life Insurance Co 32.77% 45,450,000 $1.39B
3 Sarver Vrooman Wealth Advisors 31.26% 1,654,095 $50.7M
4 Fidelis Wealth Advisors LLC 19.72% 441,360 $13.5M
5 HHM Wealth Advisors, LLC 18.21% 5,156,506 $158.2M
6 Burkett Financial Services, LLC 18.11% 1,722,959 $52.9M
7 MJT & Associates Financial Advisory Group, Inc. 17.04% 756,661 $23.2M
8 Whelan Financial 16.91% 1,775,462 $54.5M
9 truNorth Financial Services, Inc. 15.24% 480,288 $14.7M
10 Golden Reserve Retirement LLC 14.48% 2,287,654 $70.2M
11 CGC Financial Services, LLC 14.33% 1,616,296 $49.6M
12 eCIO, Inc. 13.72% 1,017,616 $31.2M
13 Paradigm, Strategies in Wealth Management, LLC 13.32% 639,830 $19.6M
14 Cedar Wealth Management, LLC 12.84% 1,437,761 $44.1M
15 Paradiem, LLC 12.39% 1,833,707 $56.3M
16 Opulen Financial Group LLC 12.21% 565,517 $17.4M
17 Monetary Solutions, Ltd 11.95% 403,040 $12.4M
18 Schaeffer Financial LLC 11.90% 460,973 $14.1M
19 ForthRight Wealth Management, LLC 11.23% 1,290,143 $39.6M
20 Evergreen Advisors, LLC 11.18% 1,551,080 $47.6M
21 Surience Private Wealth LLC 10.94% 332,330 $10.2M
22 Red Mountain Financial, LLC 10.88% 376,311 $11.5M
23 Spinnaker Investment Group, LLC 10.72% 1,715,499 $52.6M
24 Scott Capital Advisors, LLC 10.71% 1,729,169 $52.8M
25 Northwest Quadrant Wealth Management, LLC 10.48% 1,642,886 $50.4M
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 — 11 quarters in a row: For 11 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 — 56% buying: Last quarter: 1,113 funds bought or added vs 864 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 — 22% AUM from major funds: 34 of 2033 holders rank in the top 100 by AUM, accounting for 22% 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?

59% of holders stayed for 2+ years: 1,196 out of 2,040 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.

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

As of today, SCHD has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), SCHD has gained +7.0% vs +14.1% 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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