Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +80
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — SCHF

Based on 1668 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 SCHF 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
1,668 hedge funds hold SCHF 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 — +26% more funds vs a year ago

fund count last 6Q
+340 new funds entered over the past year (+26% 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 — 60% buying

899 buying611 selling
Last quarter: 899 funds were net buyers (163 opened a brand new position + 736 added to an existing one). Only 611 were sellers (528 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~163 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 124 → 223 → 163 → 163. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new
959 out of 1,668 hedge funds have held SCHF 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.
➡️

Steady discovery — ~163 new funds/quarter

149 → 124 → 223 → 163 → 163 new funds/Q
New funds entering each quarter: 124 → 223 → 163 → 163. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 14% 1-2yr ■ 26% new
Entry-cohort mix of 1,669 holders: 1,000 (60%) are 2+ year veterans, 230 entered 1–2 years ago, and 439 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
30 of 1667 holders rank in the top 100 by AUM, accounting for 31% 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 — SCHF

In 2026 Q2, 899 hedge funds were net buyers of SCHF (163 opened a new position, 736 added to an existing one), while 611 reduced or exited (528 trimmed, 83 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in SCHF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +80 funds (more new holders than closures). Total institutional holders: 1668.

Hedge Fund Ownership: SCHF

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

Market Analysis: SCHF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHF

-- --

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

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

Signal Freshness measures how much SCHF has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 77d ago
SCHF
+0.4%
SPY
+5.2%

SCHF outperformed SPY by -4.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 32d ago
SCHF
-2.4%
SPY
-2.3%

Since the filing became public, SCHF outperformed SPY by -0.1% .

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.

29 top-rated funds 110 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: SCHF
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1658 1588 4.41%
13F Shares 1.45B 1.43B 1.65%
Total Value $38.96B $34.26B 13.74%
New Positions 158 163 -5
Increased Positions 733 612 +121
Closed Positions 87 94 -7
Reduced Positions 528 532 -4
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHF

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Financial Highlights

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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 SCHF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SCHF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Persium Advisors, LLC 25.12% 1,390,488 $38.5M
2 LCW Services, LLC 16.08% 1,333,313 $36.9M
3 Sherwood Financial Partners, LLC 15.40% 690,596 $19.1M
4 Evergreen Advisors, LLC 14.65% 2,478,368 $68.7M
5 Bush Investment Group, LLC 14.34% 1,060,554 $26.2M
6 ZynergyRetirementPlanningLLC 13.92% 926,996 $25.7M
7 Freestate Advisors LLC 12.30% 594,373 $16.5M
8 Keyvantage Wealth, LLC 12.18% 1,162,822 $32.2M
9 Empower Advisory Group, LLC 12.06% 182,562,625 $5.06B
10 Brandywine Oak Private Wealth LLC 12.03% 5,721,529 $158.5M
11 Riverpoint Wealth Management Holdings, LLC 11.82% 2,322,186 $64.3M
12 Payne Capital Management, LLC 11.60% 1,570,302 $43.5M
13 Gemmer Asset Management LLC 11.46% 6,157,146 $170.6M
14 Koesten, Hirschmann & Crabtree, INC. 10.93% 947,807 $26.3M
15 Sylvest Advisors, LLC 10.92% 874,202 $24.2M
16 TruNorth Capital Management, LLC 10.61% 2,384,300 $66.0M
17 BlueStem Wealth Partners, LLC 10.53% 3,819,433 $105.8M
18 Rebalance, LLC 10.46% 7,208,057 $199.7M
19 Downshift Financial, LLC 10.01% 804,823 $22.3M
20 McAdam, LLC 9.97% 9,317,087 $258.1M
21 Conquis Financial LLC 9.84% 440,361 $12.2M
22 Brightwater Advisory LLC 9.60% 548,347 $15.2M
23 Arnold Financial Planning LLC 9.15% 442,962 $12.3M
24 Momentous Wealth Management, Inc. 9.10% 641,177 $17.8M
25 Barden Capital Management, Inc. 9.07% 355,117 $9.8M
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 (SCHF)

What does the Smart Money Trend signal show for SCHF?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SCHF 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 SCHF?

More buyers than sellers — 60% buying: Last quarter: 899 funds were net buyers (163 opened a brand new position + 736 added to an existing one). Only 611 were sellers (528 trimmed + 83 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHF holders?

Strong quality — 31% AUM from major funds: 30 of 1667 holders rank in the top 100 by AUM, accounting for 31% 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 SCHF?

57% of holders stayed for 2+ years: 959 out of 1,668 hedge funds have held SCHF 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 (SCHF) following the 2026 Q2 hedge fund 13F filings?

As of today, SCHF has moved -2.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), SCHF has gained +0.4% vs +5.2% 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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