Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
9Q ▲
Buyers last Q
59%

Smart Money Signals — SCHE

Based on 776 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added SCHE 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
776 hedge funds hold SCHE 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 — +10% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

432 buying297 selling
Last quarter: 432 funds bought or added vs 297 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new SCHE position: 75 → 68 → 74 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 14% new
539 out of 776 hedge funds have held SCHE 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

63 → 75 → 68 → 74 → 88 new funds/Q
New funds entering each quarter: 75 → 68 → 74 → 88. A growing number of institutions are discovering SCHE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 777 current holders: 546 (70%) 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.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
22 of 776 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: SCHE

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

Market Analysis: SCHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHE

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

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

40 top-rated funds 14 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHE
2026 Q1 Stats Unlock in 16 days 777 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 777 732 6.15%
13F Shares 148M 147M 1.2%
Total Value $4.92B $4.89B 0.47%
New Positions 88 74 +14
Increased Positions 345 248 +97
Closed Positions 43 58 -15
Reduced Positions 255 277 -22
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHE

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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)

777 + investors

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

Top 25 institutional holders of SCHE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIERRA OCEAN, LLC 5.97% 220,904 $7.3M
2 RAINEY & RANDALL WEALTH ADVISORS INC. 5.85% 1,092,100 $36.0M
3 Heartwood Wealth Advisors LLC 4.23% 1,471,629 $48.5M
4 Red Tortoise LLC 4.23% 308,145 $10.2M
5 DROMS STRAUSS ADVISORS INC /MO/ /ADV 3.74% 433,989 $14.3M
6 Brightwater Advisory LLC 3.67% 168,597 $5.6M
7 Navigation Wealth Management, Inc. 3.67% 30,868 $1.0M
8 Alliance Wealth Management Group 3.54% 490,541 $16.2M
9 Boyd Wealth Management, LLC 3.22% 231,393 $7.6M
10 Arnold Financial Planning LLC 3.04% 98,740 $3.3M
11 North Forty Two & Co. 2.97% 97,585 $3.2M
12 TruNorth Capital Management, LLC 2.84% 449,426 $14.8M
13 Seneca Financial Advisors LLC 2.78% 287,716 $9.5M
14 Seek First Inc. 2.74% 117,980 $3.9M
15 BlueSky Wealth Advisors, LLC 2.67% 628,752 $20.7M
16 Upper Left Wealth Management, LLC 2.63% 135,096 $4.5M
17 Guardian Financial Partners, LLC 2.53% 181,780 $6.0M
18 Towercrest Capital Management 2.52% 490,541 $16.2M
19 Stonekeep Investments, LLC 2.44% 114,007 $3.8M
20 TPG Advisors LLC 2.31% 112,342 $3.7M
21 ZynergyRetirementPlanningLLC 2.26% 113,577 $3.7M
22 Boltwood Capital Management 2.15% 255,695 $8.4M
23 FIDELIS iM, LLC 1.99% 159,905 $5.3M
24 Krilogy Financial LLC 1.94% 1,704,193 $60.3M
25 Courage Miller Partners, LLC 1.94% 208,604 $6.9M
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 (SCHE)

What does the Smart Money Trend signal show for SCHE?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added SCHE 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 SCHE?

Slight buying edge — 59% buying: Last quarter: 432 funds bought or added vs 297 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 SCHE holders?

Smaller funds dominant — 8% AUM from top-100: 22 of 776 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHE?

69% of holders stayed for 2+ years: 539 out of 776 hedge funds have held SCHE 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.