Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — SCHH

Based on 595 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
595 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 — +17% more funds vs a year ago

fund count last 6Q
+86 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 — 57% buying

300 buying228 selling
Last quarter: 300 funds bought or added vs 228 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.
➡️

Steady new buyers — ~83 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 71 → 89 → 78 → 83. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
350 out of 595 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.
➡️

Steady discovery — ~83 new funds/quarter

65 → 71 → 89 → 78 → 83 new funds/Q
New funds entering each quarter: 71 → 89 → 78 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 595 holders: 376 (63%) are 2+ year veterans, 65 entered 1–2 years ago, and 154 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
30 of 593 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SCHH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — SCHH

In 2026 Q2, 300 hedge funds were net buyers of SCHH (83 opened a new position, 217 added to an existing one), while 228 reduced or exited (176 trimmed, 52 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in SCHH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 595.

Hedge Fund Ownership: SCHH

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

Market Analysis: SCHH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHH

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 9 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHH
588 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 588 564 4.26%
13F Shares 269M 231M 16.61%
Total Value $6.29B $4.90B 28.42%
New Positions 82 78 +4
Increased Positions 216 218 -2
Closed Positions 56 58 -2
Reduced Positions 176 178 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHH

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Institutional Holders (2026 Q2)

588 + investors

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

QUARTER:
Top 25 SCHH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dumac, INC. 17.06% 7,929,093 $187.8M
2 ZynergyRetirementPlanningLLC 10.54% 820,717 $19.4M
3 Strategic Financial Planning, Inc. 6.17% 499,423 $11.8M
4 Pioneer Wealth Management Group 5.05% 883,192 $20.9M
5 Mason Street Advisors, LLC 4.61% 2,161,115 $51.2M
6 Frisco Financial Planning LLC 4.14% 232,260 $5.5M
7 White & Co Financial Planning Inc 4.13% 281,314 $6.7M
8 Upper Left Wealth Management, LLC 3.78% 288,256 $6.8M
9 Stanich Group LLC 3.65% 245,088 $5.8M
10 Courage Miller Partners, LLC 3.24% 518,727 $12.3M
11 Good Steward Wealth Advisors,LLC 3.11% 217,166 $5.1M
12 Wealth Management Resources, INC. 2.97% 407,235 $9.6M
13 Rational Advisors, INC. 2.97% 1,366,280 $32.4M
14 Williams Financial, LLC 2.95% 240,915 $5.7M
15 Waterford Advisors, LLC 2.71% 429,163 $9.9M
16 Financial Engines Advisors L.L.C. 2.52% 59,841,430 $1.42B
17 WealthCollab, LLC 2.25% 262,197 $6.2M
18 Firestone Capital Management 2.17% 491,986 $11.7M
19 Bestgate Wealth Advisors, LLC 2.04% 54,181 $1.3M
20 Amicus Financial Advisors, LLC 2.02% 347,827 $8.2M
21 Passive Capital Management, LLC. 1.96% 299,841 $6.3M
22 Ramiah Investment Group 1.89% 104,328 $2.5M
23 Sagace Wealth Management LLC 1.78% 119,715 $2.8M
24 Elevation Wealth Partners, LLC 1.67% 235,300 $5.6M
25 Elm Partners Management LLC 1.54% 1,816,239 $43.0M
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 (SCHH)

What does the Smart Money Trend signal show for SCHH?

Buying streak — 5 quarters in a row: For 5 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 — 57% buying: Last quarter: 300 funds bought or added vs 228 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?

Elite ownership — 44% AUM from top-100 funds: 30 of 593 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in SCHH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCHH?

59% of holders stayed for 2+ years: 350 out of 595 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.

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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