Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — SCHG

Based on 1675 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SCHG 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
1,675 hedge funds hold SCHG 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 — +17% more funds vs a year ago

fund count last 6Q
+246 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

903 buying648 selling
Last quarter: 903 funds bought or added vs 648 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 (+31 vs last Q)

new funds entering per quarter
Funds opening a new SCHG position: 149 → 201 → 137 → 168. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
941 out of 1,675 hedge funds have held SCHG 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.
💰

Value +24% but shares only +7% — price-driven

Value
+24%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +24%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~168 new funds/quarter

170 → 149 → 201 → 137 → 168 new funds/Q
New funds entering each quarter: 149 → 201 → 137 → 168. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 1,681 holders: 977 (58%) are 2+ year veterans, 285 entered 1–2 years ago, and 419 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
33 of 1671 holders rank in the top 100 by AUM, accounting for 32% 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 — SCHG

In 2026 Q2, 903 hedge funds were net buyers of SCHG (168 opened a new position, 735 added to an existing one), while 648 reduced or exited (544 trimmed, 104 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 32% of total institutional value in SCHG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 1675.

Hedge Fund Ownership: SCHG

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

Market Analysis: SCHG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHG

-- --

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

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

Signal Freshness measures how much SCHG 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 · 75d ago
SCHG
+3.9%
SPY
+25.2%

SCHG outperformed SPY by -21.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 30d ago
SCHG
-1.8%
SPY
-1.9%

Since the filing became public, SCHG 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.

33 top-rated funds 130 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: SCHG
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1655 1611 2.73%
13F Shares 956M 895M 6.85%
Total Value $31.84B $25.71B 23.84%
New Positions 159 137 +22
Increased Positions 729 707 +22
Closed Positions 111 136 -25
Reduced Positions 540 550 -10
Total Calls 4 3 33.33%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: SCHG

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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 SCHG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SCHG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Affinity Wealth LLC 31.58% 1,112,266 $31.0M
2 Hrc Wealth Management, LLC 30.99% 2,238,645 $75.8M
3 Northern Capital Management, Inc. 25.85% 1,755,803 $51.1M
4 Midwest Capital Advisors, LLC 23.91% 1,739,571 $58.9M
5 Thrive Wealth Management, LLC 23.35% 5,430,697 $183.8M
6 Golden Reserve Retirement LLC 22.65% 4,249,804 $143.8M
7 RMG Wealth Management LLC 21.58% 5,875,545 $209.2M
8 Pacific Wealth Strategies Group, Inc. 19.14% 984,089 $33.3M
9 Southern Michigan Bank & Trust 18.69% 1,553,292 $52.6M
10 Marquette Asset Management, LLC 18.66% 4,293,366 $145.3M
11 Persium Advisors, LLC 17.46% 791,112 $26.8M
12 Cdkv Holdings LLC 17.43% 659,075 $22.3M
13 Burkett Financial Services, LLC 17.10% 1,615,100 $54.7M
14 Summitpoint Capital Management 16.60% 455,079 $15.4M
15 Dravo Bay LLC 16.54% 1,412,717 $47.8M
16 Serenity Investment Advisors 16.42% 1,097,595 $38.5M
17 Seek First Inc. 15.56% 728,152 $24.6M
18 Triton Wealth Management, PLLC 15.41% 1,465,478 $50.2M
19 Legacy Financial Strategies, LLC 15.39% 2,937,132 $99.4M
20 Rainey & Randall Wealth Advisors INC. 15.11% 3,124,543 $105.7M
21 Richardson Capital Management LLC 15.10% 1,044,509 $35.3M
22 Goepper Burkhardt LLC 14.35% 1,412,525 $47.8M
23 Visionary Horizons, LLC 13.82% 976,851 $33.1M
24 Carolina Wealth Management Inc 13.41% 861,164 $29.1M
25 Paradigm, Strategies in Wealth Management, LLC 13.39% 649,198 $22.0M
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 (SCHG)

What does the Smart Money Trend signal show for SCHG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SCHG 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 SCHG?

Slight buying edge — 58% buying: Last quarter: 903 funds bought or added vs 648 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 SCHG holders?

Strong quality — 32% AUM from major funds: 33 of 1671 holders rank in the top 100 by AUM, accounting for 32% 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 SCHG?

56% of holders stayed for 2+ years: 941 out of 1,675 hedge funds have held SCHG 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 (SCHG) following the 2026 Q2 hedge fund 13F filings?

As of today, SCHG has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.9% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (June 30, 2026), SCHG has gained +3.9% vs +25.2% 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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