Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — SCHJ

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SCHJ 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
125 hedge funds hold SCHJ 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 — +8% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+8% 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

71 buying45 selling
Last quarter: 71 funds were net buyers (18 opened a brand new position + 53 added to an existing one). Only 45 were sellers (30 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 16 → 24 → 18. 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.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 23% medium ■ 30% new
58 out of 125 hedge funds have held SCHJ 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

22 → 16 → 16 → 24 → 18 new funds/Q
New funds entering each quarter: 16 → 16 → 24 → 18. A growing number of institutions are discovering SCHJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 16% 1-2yr ■ 37% new
Of 125 current holders: 59 (47%) 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 — 12% AUM from top-100

12% from top-100 AUM funds
11 of 125 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — SCHJ

In 2026 Q1, 71 hedge funds were net buyers of SCHJ (18 opened a new position, 53 added to an existing one), while 45 reduced or exited (30 trimmed, 15 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 125.

Hedge Fund Ownership: SCHJ

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

Market Analysis: SCHJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHJ

-- --

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

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

Signal Freshness measures how much SCHJ 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 · 73d ago
SCHJ
-0.4%
SPY
+11.7%

SCHJ outperformed SPY by -12.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
SCHJ
+0.5%
SPY
-1.7%

Since the filing became public, SCHJ outperformed SPY by +2.2% .

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.

3 top-rated funds 6 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: SCHJ
124 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 124 122 1.64%
13F Shares 9M 8M 11.24%
Total Value $213M $201M 5.92%
New Positions 17 24 -7
Increased Positions 53 44 +9
Closed Positions 15 12 +3
Reduced Positions 30 32 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHJ

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Institutional Holders (2026 Q1)

124 + investors

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

QUARTER:
Top 25 SCHJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamrick Investment Counsel, llc 12.33% 666,047 $16.6M
2 White Wing Wealth Management 6.93% 466,818 $11.5M
3 Sightline Wealth Advisors, LLC 3.91% 373,536 $9.2M
4 Yanni & Associates Investment Advisors, LLC 3.68% 143,400 $3.5M
5 Cape Investment Advisory, Inc. 2.80% 340,246 $8.4M
6 Mfg Wealth Management, INC. 2.48% 120,914 $3.0M
7 White & Co Financial Planning Inc 2.10% 120,518 $3.0M
8 Hartline Investment Corp/ 1.74% 640,325 $15.8M
9 Van Strum & Towne INC. 1.53% 212,550 $5.3M
10 First Financial Group Corp 1.47% 73,010 $1.8M
11 FF Advisors,LLC 1.40% 139,195 $3.4M
12 Monetary Solutions, Ltd 1.23% 51,586 $1.3M
13 Columbus Macro, LLC 1.09% 411,963 $10.2M
14 Compass Financial Group, INC/SD 0.75% 215,750 $5.3M
15 Victrix Investment Advisors 0.70% 78,322 $1.9M
16 Moneywise, INC. 0.66% 61,181 $1.5M
17 Seek First Inc. 0.59% 33,733 $834K
18 Brand Asset Management Group, Inc. 0.54% 83,313 $2.1M
19 Gilpin Wealth Management, LLC 0.53% 27,200 $673K
20 Coordinated Financial Services, Inc. 0.52% 36,893 $912K
21 Rosenberg Matthew Hamilton 0.40% 79,121 $2.0M
22 Rossby Financial, LCC 0.32% 63,050 $1.6M
23 Essex LLC 0.31% 71,571 $1.8M
24 Altiora Financial Group, LLC 0.28% 69,420 $1.7M
25 Meridian Wealth Management, LLC 0.25% 293,635 $7.3M
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 (SCHJ)

What does the Smart Money Trend signal show for SCHJ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SCHJ 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 SCHJ?

More buyers than sellers — 61% buying: Last quarter: 71 funds were net buyers (18 opened a brand new position + 53 added to an existing one). Only 45 were sellers (30 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHJ holders?

Smaller funds dominant — 12% AUM from top-100: 11 of 125 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHJ?

46% of holders stayed for 2+ years: 58 out of 125 hedge funds have held SCHJ 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 (SCHJ) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHJ has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), SCHJ has gained -0.4% vs +11.7% 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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