SCHWAB STRATEGIC TR (SCHH): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SCHWAB STRATEGIC TR (SCHH)

513 + Investors. Track Smart Money conviction in SCHH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SCHH

Based on 512 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 SCHH 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

512 hedge funds hold SCHH 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 — +6% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

298 buying206 selling

Last quarter: 298 funds bought or added vs 206 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 (+15 vs last Q)

new funds entering per quarter

Funds opening a new SCHH position: 48 → 62 → 64 → 79. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new

326 out of 512 hedge funds have held SCHH 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

63 → 48 → 62 → 64 → 79 new funds/Q

New funds entering each quarter: 48 → 62 → 64 → 79. A growing number of institutions are discovering SCHH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 12% 1-2yr ■ 21% new

Of 513 current holders: 340 (66%) 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 — 14% AUM from top-100

14% from top-100 AUM funds

22 of 512 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	513	501	2.4%
13F Shares	219M	205M	6.77%
Total Value	$4.58B	$4.43B	3.44%
New Positions	79	64	+15
Increased Positions	220	214	+6
Closed Positions	67	47	+20
Reduced Positions	139	142	-3
Total Calls	1	2	-50.0%
Total Puts	1	1	-
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

513

501

2.4%

13F Shares

219M

205M

6.77%

Total Value

$4.58B

$4.43B

3.44%

New Positions

+15

Increased Positions

220

214

Closed Positions

+20

Reduced Positions

139

142

-3

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q1)

513 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of SCHH — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DUMAC, INC.	20.77%	7,929,093	$170.4M
2	ZynergyRetirementPlanningLLC	10.48%	806,322	$17.3M
3	Pioneer Wealth Management Group	4.92%	815,731	$17.5M
4	Stanich Group LLC	3.72%	227,071	$4.9M
5	Upper Left Wealth Management, LLC	3.53%	278,580	$6.0M
6	Courage Miller Partners, LLC	3.17%	522,062	$11.2M
7	WEALTH MANAGEMENT RESOURCES, INC.	3.04%	406,889	$8.7M
8	Williams Financial, LLC	2.88%	229,928	$4.9M
9	Ramiah Investment Group	2.24%	103,511	$2.2M
10	Amicus Financial Advisors, LLC	2.10%	354,241	$7.6M
11	Bestgate Wealth Advisors, LLC	2.08%	53,741	$1.2M
12	Value Investment Professionals, LLC	1.87%	66,112	$1.7M
13	ELEVATION WEALTH PARTNERS, LLC	1.78%	231,107	$5.0M
14	Sagace Wealth Management LLC	1.77%	123,193	$2.6M
15	Davis Capital Management	1.44%	98,736	$2.1M
16	Flatrock Wealth Partners LLC	1.44%	148,526	$3.2M
17	Guardian Financial Partners, LLC	1.11%	122,317	$2.6M
18	FOSTER & MOTLEY INC	1.10%	990,058	$21K
19	Cypress Point Wealth Management, LLC	1.07%	231,864	$5.0M
20	Braun-Bostich & Associates Inc.	1.03%	76,413	$1.6M
21	Portland Financial Advisors Inc	1.00%	22,413	$482K
22	Carter Financial Group, INC.	1.00%	74,863	$1.6M
23	EPIQ PARTNERS, LLC	0.98%	97,373	$2.1M
24	Rooted Wealth Advisors, Inc.	0.96%	155,704	$3.7M
25	Asset Allocation Strategies LLC	0.95%	248,316	$5.3M

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 (SCHH)

What does the Smart Money Trend signal show for SCHH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SCHH 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 SCHH?

Slight buying edge — 59% buying: Last quarter: 298 funds bought or added vs 206 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 SCHH holders?

Smaller funds dominant — 14% AUM from top-100: 22 of 512 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHH?

64% of holders stayed for 2+ years: 326 out of 512 hedge funds have held SCHH 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.

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SCHWAB STRATEGIC TR (SCHH)

Smart Money Signals — SCHH

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 59% buying

More new buyers each quarter (+15 vs last Q)

64% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 66% of holders stayed 2+ years

Smaller funds dominant — 14% AUM from top-100

Hedge Fund Ownership: SCHH

Market Analysis: SCHH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCHH

Hedge Fund Positioning: SCHH

Statistics: SCHH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SCHWAB STRATEGIC TR (SCHH)

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