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
↓ -1
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — SCHG

Based on 1608 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SCHG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,608 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 — +20% more funds vs a year ago

fund count last 6Q
+268 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.
🟡

Slight buying edge — 55% buying

843 buying688 selling
Last quarter: 843 funds bought or added vs 688 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 (-65 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 169 → 149 → 200 → 135. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 19% new
903 out of 1,608 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.
➡️

Steady discovery — ~135 new funds/quarter

126 → 169 → 149 → 200 → 135 new funds/Q
New funds entering each quarter: 169 → 149 → 200 → 135. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 1,614 holders: 914 (57%) are 2+ year veterans, 284 entered 1–2 years ago, and 416 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
30 of 1606 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — SCHG

In 2026 Q1, 843 hedge funds were net buyers of SCHG (135 opened a new position, 708 added to an existing one), while 688 reduced or exited (552 trimmed, 136 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 24% of total institutional value in SCHG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 1608.

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 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 · 75d ago
SCHG
+14.7%
SPY
+14.1%

SCHG outperformed SPY by +0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SCHG
-2.5%
SPY
+0.3%

Since the filing became public, SCHG outperformed SPY by -2.8% .

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 ?
Broad Consensus, Selective Conviction

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

44 top-rated funds 121 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
5.0
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1582 1609 -1.68%
13F Shares 892M 857M 4.04%
Total Value $25.63B $27.63B -7.24%
New Positions 126 200 -74
Increased Positions 701 651 +50
Closed Positions 153 76 +77
Reduced Positions 541 545 -4
Total Calls 3 3 -
Total Puts 4 4 -
PUT/CALL Ratio 1.33 1.33 Bearish

Statistics: SCHG

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hrc Wealth Management, LLC 30.96% 2,249,354 $65.5M
2 Northern Capital Management, Inc. 25.72% 1,761,124 $51.3M
3 Golden Reserve Retirement LLC 24.41% 4,061,494 $118.3M
4 Thrive Wealth Management, LLC 23.09% 5,317,891 $154.9M
5 RMG Wealth Management LLC 21.33% 5,413,826 $184.8M
6 Persium Advisors, LLC 18.60% 811,239 $23.6M
7 Marquette Asset Management, LLC 18.58% 4,266,763 $124.3M
8 Serenity Investment Advisors 18.32% 959,764 $31.4M
9 Midwest Capital Advisors, LLC 17.58% 1,291,337 $37.6M
10 Southern Michigan Bank & Trust 17.24% 1,542,593 $44.9M
11 Cdkv Holdings LLC 17.06% 667,041 $19.4M
12 Triton Wealth Management, PLLC 16.52% 1,506,784 $44.5M
13 Burkett Financial Services, LLC 16.30% 1,632,528 $47.6M
14 Summitpoint Capital Management 15.63% 377,469 $12.3M
15 Legacy Financial Strategies, LLC 15.24% 2,899,431 $84.5M
16 Dravo Bay LLC 15.09% 1,275,433 $37.2M
17 Seek First Inc. 15.03% 732,093 $21.3M
18 Rainey & Randall Wealth Advisors INC. 14.75% 3,117,623 $90.8M
19 Richardson Capital Management LLC 14.69% 1,044,762 $30.4M
20 Krm Wealth Management L.L.C. 14.17% 792,149 $25.8M
21 Schwallier Wealth Management LLC 14.05% 660,428 $19.2M
22 Visionary Horizons, LLC 13.95% 972,092 $28.3M
23 Goepper Burkhardt LLC 13.63% 1,400,063 $40.8M
24 FinDec Wealth Services, Inc. 13.15% 369,294 $10.8M
25 Paradigm, Strategies in Wealth Management, LLC 12.93% 654,383 $19.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SCHG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SCHG?

Slight buying edge — 55% buying: Last quarter: 843 funds bought or added vs 688 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 — 24% AUM from major funds: 30 of 1606 holders rank in the top 100 by AUM, accounting for 24% 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: 903 out of 1,608 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 Q1 hedge fund 13F filings?

As of today, SCHG has moved -2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -2.8%. Since the quarter end (March 31, 2026), SCHG has gained +14.7% vs +14.1% 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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