Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHF)

1K + 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
↑ +139
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — SCHF

Based on 1430 hedge funds · latest filing: 2025 Q4 · 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
1,430 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+237 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

859 buying449 selling
Last quarter: 859 funds were net buyers (203 opened a brand new position + 656 added to an existing one). Only 449 were sellers (385 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+98 vs last Q)

new funds entering per quarter
Funds opening a new SCHF position: 118 → 134 → 105 → 203. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 19% new
883 out of 1,430 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.
📈

Growing discovery — still being found

129 → 118 → 134 → 105 → 203 new funds/Q
New funds entering each quarter: 118 → 134 → 105 → 203. A growing number of institutions are discovering SCHF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Of 1,431 current holders: 880 (61%) 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 — 6% AUM from top-100

6% from top-100 AUM funds
24 of 1430 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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

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

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

68 top-rated funds 72 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: SCHF
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1431 1292 10.76%
13F Shares 1.11B 1.38B -19.21%
Total Value $26.71B $32.07B -16.7%
New Positions 203 105 +98
Increased Positions 657 488 +169
Closed Positions 64 79 -15
Reduced Positions 386 437 -51
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHF

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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)

1K + investors

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

Top 25 institutional holders of SCHF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LCW Services, LLC 15.77% 1,282,583 $31.7M
2 ZynergyRetirementPlanningLLC 13.91% 929,601 $23.0M
3 BRANDYWINE OAK PRIVATE WEALTH LLC 12.17% 5,847,506 $144.7M
4 Gemmer Asset Management LLC 11.93% 6,097,616 $150.9M
5 Freestate Advisors LLC 11.86% 599,360 $14.8M
6 Red Tortoise LLC 11.83% 1,149,146 $28.4M
7 Koesten, Hirschmann & Crabtree, INC. 11.61% 962,569 $23.8M
8 eCIO, Inc. 11.38% 1,046,042 $25.9M
9 Sylvest Advisors, LLC 11.37% 864,057 $21.4M
10 TruNorth Capital Management, LLC 10.48% 2,208,619 $54.7M
11 Arnold Financial Planning LLC 9.94% 429,946 $10.6M
12 Courage Miller Partners, LLC 8.67% 1,241,459 $30.7M
13 OARSMAN CAPITAL, INC. 8.62% 2,806,554 $69.5M
14 Boyd Wealth Management, LLC 8.53% 815,401 $20.2M
15 TPG Advisors LLC 8.52% 552,149 $13.7M
16 Matrix Trust Co 8.29% 2,015,802 $50K
17 Envision Financial LLC 8.23% 618,093 $15.3M
18 Barden Capital Management, Inc. 8.19% 386,874 $9.6M
19 SNS Financial Group, LLC 7.71% 3,613,363 $89.4M
20 Plus Group Wealth Advisors LLC 7.70% 282,830 $7.0M
21 Peak Wealth Management LLC 7.67% 377,579 $9.3M
22 ACT WEALTH MANAGEMENT, LLC 7.62% 916,518 $22.7M
23 Livet Wealth, LLC 7.58% 481,581 $11.9M
24 Benchmark Financial Wealth Advisors, LLC 7.34% 1,070,991 $26.5M
25 Boltwood Capital Management 7.23% 1,145,614 $28.4M
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 (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 — 66% buying: Last quarter: 859 funds were net buyers (203 opened a brand new position + 656 added to an existing one). Only 449 were sellers (385 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHF holders?

Smaller funds dominant — 6% AUM from top-100: 24 of 1430 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHF?

62% of holders stayed for 2+ years: 883 out of 1,430 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.

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.