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
↑ +111
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — SCHD

Based on 2155 hedge funds · latest filing: 2026 Q2 · 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
2,155 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.
🚀

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

fund count last 6Q
+390 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.
🟢

More buyers than sellers — 63% buying

1287 buying749 selling
Last quarter: 1,287 funds were net buyers (224 opened a brand new position + 1063 added to an existing one). Only 749 were sellers (636 trimmed + 113 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 142 → 263 → 257 → 224. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 22% new
1,242 out of 2,155 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

152 → 142 → 263 → 257 → 224 new funds/Q
New funds entering each quarter: 142 → 263 → 257 → 224. A growing number of institutions are discovering SCHD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 2,167 holders: 1,301 (60%) are 2+ year veterans, 329 entered 1–2 years ago, and 537 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
37 of 2147 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 1287 hedge funds were net buyers of SCHD (224 opened a new position, 1063 added to an existing one), while 749 reduced or exited (636 trimmed, 113 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in SCHD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +111 funds (more new holders than closures). Total institutional holders: 2155.

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

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

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

41 top-rated funds 146 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.3
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 2128 2044 4.11%
13F Shares 839M 823M 1.97%
Total Value $25.75B $24.41B 5.49%
New Positions 215 257 -42
Increased Positions 1051 858 +193
Closed Positions 123 125 -2
Reduced Positions 631 735 -104
Total Calls 10 9 11.11%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.7 0.89 Neutral

Statistics: SCHD

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Planning, Inc. 51.09% 6,250,349 $198.2M
2 Sarver Vrooman Wealth Advisors 31.82% 1,661,097 $53.4M
3 Sumitomo Life Insurance Co 30.88% 59,569,934 $1.89B
4 Burkett Financial Services, LLC 16.95% 1,708,472 $54.2M
5 HHM Wealth Advisors, LLC 16.91% 5,312,613 $168.5M
6 MJT & Associates Financial Advisory Group, Inc. 15.99% 762,215 $24.2M
7 Fidelis Wealth Advisors LLC 15.87% 334,109 $10.6M
8 Whelan Financial 15.45% 1,788,794 $56.7M
9 truNorth Financial Services, Inc. 13.86% 488,015 $15.5M
10 Carolina Wealth Management Inc 13.26% 909,270 $28.8M
11 McCarthy Asset Management, Inc. 12.10% 805,382 $25.5M
12 Schaeffer Financial LLC 11.82% 482,072 $15.3M
13 Paradigm, Strategies in Wealth Management, LLC 11.79% 610,039 $19.3M
14 CGC Financial Services, LLC 11.71% 1,641,970 $52.1M
15 Cedar Wealth Management, LLC 11.71% 1,435,868 $45.5M
16 Golden Reserve Retirement LLC 11.68% 2,339,310 $74.2M
17 Opulen Financial Group LLC 11.32% 567,755 $18.0M
18 Monetary Solutions, Ltd 10.74% 393,111 $12.5M
19 Evergreen Advisors, LLC 10.61% 1,568,137 $49.7M
20 Red Mountain Financial, LLC 10.56% 396,823 $12.6M
21 ForthRight Wealth Management, LLC 10.53% 1,297,540 $41.1M
22 Stonehearth Capital Management, LLC 10.49% 969,332 $30.7M
23 Global Wealth Management, LLC 10.15% 628,850 $19.9M
24 Keudell/Morrison Wealth Management 10.13% 1,690,577 $53.6M
25 Northwest Quadrant Wealth Management, LLC 10.09% 1,718,037 $54.5M
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 (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?

More buyers than sellers — 63% buying: Last quarter: 1,287 funds were net buyers (224 opened a brand new position + 1063 added to an existing one). Only 749 were sellers (636 trimmed + 113 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHD holders?

Strong quality — 24% AUM from major funds: 37 of 2147 holders rank in the top 100 by AUM, accounting for 24% 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?

58% of holders stayed for 2+ years: 1,242 out of 2,155 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.

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