Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — SCHI

Based on 216 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SCHI 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
216 hedge funds hold SCHI 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 — +11% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

133 buying85 selling
Last quarter: 133 funds were net buyers (42 opened a brand new position + 91 added to an existing one). Only 85 were sellers (52 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new SCHI position: 39 → 44 → 36 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 28% new

■ 31% conviction (2yr+) ■ 41% medium ■ 28% new
Of the 216 current holders: 68 (31%) held >2 years, 88 held 1–2 years, and 60 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~42 new funds/quarter

46 → 39 → 44 → 36 → 42 new funds/Q
New funds entering each quarter: 39 → 44 → 36 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 38% new entrants

■ 35% veterans ■ 26% 1-2yr ■ 38% new
Of 216 current holders: 76 (35%) held 2+ years, 57 held 1–2 years, 83 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
15 of 216 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: SCHI

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

Market Analysis: SCHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHI

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 3 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SCHI
2026 Q1 Stats Unlock in 11 days 216 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 216 208 3.85%
13F Shares 44M 43M 2.8%
Total Value $1.02B $994M 2.3%
New Positions 42 36 +6
Increased Positions 91 93 -2
Closed Positions 34 42 -8
Reduced Positions 52 50 +2
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

216 + investors

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

Top 25 institutional holders of SCHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 White & Co Financial Planning Inc 6.02% 377,803 $8.6M
2 Kaizen Financial Strategies 3.55% 368,644 $8.4M
3 VAN STRUM & TOWNE INC. 3.37% 508,475 $11.5M
4 Bestgate Wealth Advisors, LLC 3.29% 80,495 $1.8M
5 Seek First Inc. 3.11% 194,332 $4.4M
6 Entelevest, LLC 3.02% 133,058 $3.0M
7 WestHill Financial Advisors, Inc. 2.74% 632,171 $14.3M
8 MFG WEALTH MANAGEMENT, INC. 2.50% 132,684 $3.0M
9 Bouchey Financial Group Ltd 2.46% 1,470,244 $33.5M
10 WT Wealth Management 2.30% 340,592 $7.7M
11 Andina Capital Management, LLC 2.16% 107,602 $2.4M
12 FF Advisors,LLC 1.67% 181,213 $4.1M
13 Prairiewood Capital, LLC 1.38% 209,984 $4.8M
14 Bank of New Hampshire 1.22% 235,110 $5.3M
15 Systelligence, LLC 1.17% 264,716 $6.0M
16 CERTIOR FINANCIAL GROUP, LLC 1.06% 73,471 $1.7M
17 Beacon Bridge Wealth Partners, LLC 0.95% 125,574 $2.8M
18 DecisionPoint Financial, LLC 0.80% 163,196 $3.7M
19 AssuredPartners Investment Advisors, LLC 0.52% 212,979 $4.8M
20 Sculati Wealth Management, LLC 0.43% 51,887 $1.2M
21 Worth Asset Management, LLC 0.41% 48,916 $1.1M
22 INTEGRAL INVESTMENT ADVISORS, INC. 0.38% 67,265 $1.5M
23 Citizens National Bank Trust Department 0.36% 94,801 $2.2M
24 Essex LLC 0.35% 87,138 $2.0M
25 Christensen, King & Associates Investment Services, Inc. 0.27% 27,921 $633K
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 (SCHI)

What does the Smart Money Trend signal show for SCHI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SCHI 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 SCHI?

More buyers than sellers — 61% buying: Last quarter: 133 funds were net buyers (42 opened a brand new position + 91 added to an existing one). Only 85 were sellers (52 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHI holders?

Strong quality — 27% AUM from major funds: 15 of 216 holders rank in the top 100 by AUM, accounting for 27% 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 SCHI?

Mixed — 31% long-term, 28% new: Of the 216 current holders: 68 (31%) held >2 years, 88 held 1–2 years, and 60 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.