Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHH)

558 + 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
↑ +20
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — SCHH

Based on 563 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
563 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 — +13% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

296 buying235 selling
Last quarter: 296 funds bought or added vs 235 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 64 → 71 → 88 → 77. 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.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 18% medium ■ 21% new
339 out of 563 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

55 → 64 → 71 → 88 → 77 new funds/Q
New funds entering each quarter: 64 → 71 → 88 → 77. A growing number of institutions are discovering SCHH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 563 holders: 369 (66%) are 2+ year veterans, 64 entered 1–2 years ago, and 130 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
28 of 562 holders rank in the top 100 by AUM, accounting for 31% 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 — SCHH

In 2026 Q1, 296 hedge funds were net buyers of SCHH (77 opened a new position, 219 added to an existing one), while 235 reduced or exited (178 trimmed, 57 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in SCHH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 563.

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

-- --

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

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

Signal Freshness measures how much SCHH 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 · 78d ago
SCHH
+11.7%
SPY
+15.9%

SCHH outperformed SPY by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SCHH
+4.5%
SPY
+2.0%

Since the filing became public, SCHH outperformed SPY by +2.5% .

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.

19 top-rated funds 8 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHH
558 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 558 543 2.76%
13F Shares 231M 220M 5.02%
Total Value $4.90B $4.60B 6.56%
New Positions 76 88 -12
Increased Positions 216 224 -8
Closed Positions 61 73 -12
Reduced Positions 176 147 +29
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: SCHH

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

558 + 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 Q1 · 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 White & Co Financial Planning Inc 4.22% 279,230 $6.0M
5 Stanich Group LLC 3.72% 227,071 $4.9M
6 Frisco Financial Planning LLC 3.68% 176,630 $3.7M
7 Upper Left Wealth Management, LLC 3.53% 278,580 $6.0M
8 Mason Street Advisors, LLC 3.46% 1,646,125 $35.4M
9 Courage Miller Partners, LLC 3.17% 522,062 $11.2M
10 Wealth Management Resources, INC. 3.04% 406,889 $8.7M
11 Good Steward Wealth Advisors,LLC 3.01% 218,046 $4.7M
12 Waterford Advisors, LLC 2.96% 402,510 $9.3M
13 Williams Financial, LLC 2.88% 229,928 $4.9M
14 Rational Advisors, INC. 2.67% 1,218,575 $26.2M
15 Financial Engines Advisors L.L.C. 2.61% 59,885,676 $1.29B
16 WealthCollab, LLC 2.32% 261,708 $5.6M
17 Ramiah Investment Group 2.24% 103,511 $2.2M
18 Firestone Capital Management 2.13% 476,701 $10.2M
19 Amicus Financial Advisors, LLC 2.10% 354,241 $7.6M
20 Bestgate Wealth Advisors, LLC 2.08% 53,741 $1.2M
21 Passive Capital Management, LLC. 2.00% 311,865 $6.7M
22 Value Investment Professionals, LLC 1.87% 66,112 $1.7M
23 Elevation Wealth Partners, LLC 1.78% 231,107 $5.0M
24 Sagace Wealth Management LLC 1.77% 123,193 $2.6M
25 Davis Capital Management 1.44% 98,736 $2.1M
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 (SCHH)

What does the Smart Money Trend signal show for SCHH?

Buying streak — 4 quarters in a row: For 4 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 — 56% buying: Last quarter: 296 funds bought or added vs 235 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?

Strong quality — 31% AUM from major funds: 28 of 562 holders rank in the top 100 by AUM, accounting for 31% 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 SCHH?

60% of holders stayed for 2+ years: 339 out of 563 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.

Is it too late to buy Schwab Strategic Tr (SCHH) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHH has moved +4.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), SCHH has gained +11.7% vs +15.9% 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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