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
↑ +113
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — SCHG

Based on 1501 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
1,501 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 — +18% more funds vs a year ago

fund count last 6Q
+233 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

795 buying589 selling
Last quarter: 795 funds bought or added vs 589 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 (+54 vs last Q)

new funds entering per quarter
Funds opening a new SCHG position: 113 → 152 → 130 → 184. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 19% new
859 out of 1,501 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.
📈

Growing discovery — still being found

172 → 113 → 152 → 130 → 184 new funds/Q
New funds entering each quarter: 113 → 152 → 130 → 184. A growing number of institutions are discovering SCHG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 16% 1-2yr ■ 27% new
Of 1,507 current holders: 849 (56%) 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.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
23 of 1501 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

83 top-rated funds 109 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: SCHG
2026 Q1 Stats Unlock in 21 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1507 1392 8.26%
13F Shares 839M 805M 4.26%
Total Value $27.05B $25.72B 5.19%
New Positions 184 130 +54
Increased Positions 617 587 +30
Closed Positions 71 86 -15
Reduced Positions 524 487 +37
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.

Top 25 institutional holders of SCHG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Golden Reserve Retirement LLC 24.41% 4,061,494 $118.3M
2 Thrive Wealth Management, LLC 23.09% 5,317,891 $154.9M
3 Marquette Asset Management, LLC 18.58% 4,266,763 $124.3M
4 Midwest Capital Advisors, LLC 17.58% 1,291,337 $37.6M
5 SOUTHERN MICHIGAN BANK & TRUST 17.24% 1,542,593 $44.9M
6 BURKETT FINANCIAL SERVICES, LLC 16.30% 1,632,528 $47.6M
7 Seek First Inc. 15.03% 732,093 $21.3M
8 RAINEY & RANDALL WEALTH ADVISORS INC. 14.75% 3,117,623 $90.8M
9 KRM WEALTH MANAGEMENT L.L.C. 14.17% 792,149 $25.8M
10 VISIONARY HORIZONS, LLC 13.95% 972,092 $28.3M
11 MATHER GROUP, LLC. 12.65% 43,528,965 $1.27B
12 Nvest Wealth Strategies, Inc. 12.42% 609,120 $17.7M
13 Veery Capital, LLC 12.07% 1,350,873 $39.4M
14 HHM Wealth Advisors, LLC 12.05% 3,594,993 $104.7M
15 MOR Wealth Management, LLC 11.57% 865,998 $25.2M
16 Provident Wealth Management, LLC 11.32% 1,284,540 $37.4M
17 Cornerstone Wealth Advisors, Inc. 10.91% 1,626,488 $47.4M
18 Schaeffer Financial LLC 10.60% 432,129 $12.6M
19 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 10.50% 590,204 $17.2M
20 Code Waechter LLC 10.26% 592,508 $17.3M
21 Meriwether Wealth & Planning, LLC 10.24% 641,955 $18.7M
22 Portus Wealth Advisors, LLC 10.02% 365,214 $10.6M
23 Capital Squared Financial LLC 9.33% 273,870 $8.0M
24 Peak Wealth Management LLC 9.15% 382,955 $11.2M
25 Three Magnolias Financial Advisors, LLC 8.78% 473,498 $13.8M
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 (SCHG)

What does the Smart Money Trend signal show for SCHG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, 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 — 57% buying: Last quarter: 795 funds bought or added vs 589 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: 23 of 1501 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?

57% of holders stayed for 2+ years: 859 out of 1,501 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.

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.