Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHE)

849 + 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
↑ +38
Streak
10Q ▲
Buyers last Q
52%

Smart Money Signals — SCHE

Based on 859 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
859 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 — +16% more funds vs a year ago

fund count last 6Q
+117 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 — 52% buying

399 buying361 selling
Last quarter: 399 funds bought or added vs 361 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 74 → 82 → 94 → 86. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
566 out of 859 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

79 → 74 → 82 → 94 → 86 new funds/Q
New funds entering each quarter: 74 → 82 → 94 → 86. A growing number of institutions are discovering SCHE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 860 holders: 591 (69%) are 2+ year veterans, 89 entered 1–2 years ago, and 180 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
28 of 858 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — SCHE

In 2026 Q1, 399 hedge funds were net buyers of SCHE (86 opened a new position, 313 added to an existing one), while 361 reduced or exited (313 trimmed, 48 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in SCHE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 859.

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

-- --

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

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

Signal Freshness measures how much SCHE 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 · 79d ago
SCHE
+10.3%
SPY
+13.9%

SCHE outperformed SPY by -3.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SCHE
+2.5%
SPY
+0.2%

Since the filing became public, SCHE outperformed SPY by +2.3% .

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.

20 top-rated funds 24 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: SCHE
849 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 849 821 3.41%
13F Shares 151M 152M -1.2%
Total Value $4.91B $5.05B -2.77%
New Positions 83 94 -11
Increased Positions 309 369 -60
Closed Positions 55 47 +8
Reduced Positions 311 260 +51
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 --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

849 + investors

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

QUARTER:
Top 25 SCHE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cooper/Haims Advisors, LLC 16.36% 1,055,311 $34.8M
2 93 Financial Group, LLC 9.15% 623,006 $20.5M
3 Mountain Capital Investment Advisors Inc. 7.59% 1,431,314 $51.1M
4 HC Advisors, LLC 6.92% 313,928 $10.3M
5 Sherwood Financial Partners, LLC 6.25% 214,685 $7.1M
6 Sierra Ocean, LLC 5.97% 220,904 $7.3M
7 Rainey & Randall Wealth Advisors INC. 5.85% 1,092,100 $36.0M
8 CFG Wealth Management Services, Inc. 4.78% 159,898 $5.2M
9 Heartwood Wealth Advisors LLC 4.23% 1,471,629 $48.5M
10 Red Tortoise LLC 4.23% 308,145 $10.2M
11 Rebalance, LLC 4.18% 2,184,395 $72.0M
12 Summit Wealth & Retirement Planning, INC. 3.94% 500,583 $16.5M
13 Fairway Financial, LLC 3.93% 156,791 $5.2M
14 Jacobs Equity LLC 3.93% 118,759 $4.4M
15 Droms Strauss Advisors Inc /Mo/ /Adv 3.74% 433,989 $14.3M
16 Brightwater Advisory LLC 3.67% 168,597 $5.6M
17 Navigation Wealth Management, Inc. 3.67% 30,868 $1.0M
18 Alliance Wealth Management Group 3.54% 490,541 $16.2M
19 RFG - Bristol Wealth Advisors, LLC 3.34% 375,633 $12.4M
20 Boyd Wealth Management, LLC 3.22% 231,393 $7.6M
21 White & Co Financial Planning Inc 3.07% 132,615 $4.4M
22 Arnold Financial Planning LLC 3.04% 98,740 $3.3M
23 North Forty Two & Co. 2.97% 97,585 $3.2M
24 Brand Asset Management Group, Inc. 2.86% 334,074 $11.0M
25 TruNorth Capital Management, LLC 2.84% 449,426 $14.8M
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 — 10 quarters in a row: For 10 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 — 52% buying: Last quarter: 399 funds bought or added vs 361 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?

Strong quality — 25% AUM from major funds: 28 of 858 holders rank in the top 100 by AUM, accounting for 25% 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 SCHE?

66% of holders stayed for 2+ years: 566 out of 859 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.

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

As of today, SCHE has moved +2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), SCHE has gained +10.3% vs +13.9% 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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