Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHJ)

154 + 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
↑ +29
Streak
3Q ▲
Buyers last Q
71%

Smart Money Signals — SCHJ

Based on 154 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
154 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

96 buying39 selling
Last quarter: 96 funds were net buyers (39 opened a brand new position + 57 added to an existing one). Only 39 were sellers (29 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new SCHJ position: 17 → 24 → 18 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 24% medium ■ 34% new
64 out of 154 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

16 → 17 → 24 → 18 → 39 new funds/Q
New funds entering each quarter: 17 → 24 → 18 → 39. A growing number of institutions are discovering SCHJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 43% newcomers

■ 45% veterans ■ 12% 1-2yr ■ 43% new
Entry-cohort mix of 154 holders: 69 (45%) are 2+ year veterans, 19 entered 1–2 years ago, and 66 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
15 of 154 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 96 hedge funds were net buyers of SCHJ (39 opened a new position, 57 added to an existing one), while 39 reduced or exited (29 trimmed, 10 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in SCHJ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 154.

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

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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.

6 top-rated funds 7 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: SCHJ
154 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 154 125 23.2%
13F Shares 13M 9M 43.33%
Total Value $305M $214M 42.7%
New Positions 39 18 +21
Increased Positions 57 53 +4
Closed Positions 10 16 -6
Reduced Positions 29 30 -1
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 Q2)

154 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamrick Investment Counsel, llc 12.20% 746,160 $18.4M
2 White Wing Wealth Management 5.37% 417,474 $10.3M
3 Sightline Wealth Advisors, LLC 3.76% 416,772 $10.3M
4 Yanni & Associates Investment Advisors, LLC 3.32% 145,694 $3.6M
5 FF Advisors,LLC 2.44% 264,253 $6.5M
6 Cape Investment Advisory, Inc. 2.28% 346,191 $8.5M
7 Mfg Wealth Management, INC. 2.19% 124,377 $3.1M
8 White & Co Financial Planning Inc 2.16% 141,293 $3.5M
9 Layline Advisors, LLC 1.99% 89,830 $2.2M
10 Hartline Investment Corp/ 1.59% 741,444 $18.3M
11 Van Strum & Towne INC. 1.47% 218,661 $5.4M
12 First Financial Group Corp 1.25% 70,070 $1.7M
13 Monetary Solutions, Ltd 1.10% 51,630 $1.3M
14 Columbus Macro, LLC 1.00% 418,460 $10.3M
15 Moneywise, INC. 0.76% 82,313 $2.0M
16 Gilpin Wealth Management, LLC 0.71% 41,925 $1.0M
17 Compass Financial Group, INC/SD 0.69% 244,346 $6.0M
18 Seek First Inc. 0.53% 34,109 $841K
19 Brand Asset Management Group, Inc. 0.43% 79,747 $2.0M
20 Rosenberg Matthew Hamilton 0.36% 78,990 $1.9M
21 Rossby Financial, LCC 0.35% 78,377 $1.9M
22 Fig Financial Advisory Services Inc /Adv 0.30% 17,824 $434K
23 Altiora Financial Group, LLC 0.27% 69,420 $1.7M
24 Essex LLC 0.26% 69,134 $1.7M
25 RCS Financial Planning, LLC 0.23% 20,083 $495K
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 — 3 quarters in a row: For 3 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 — 71% buying: Last quarter: 96 funds were net buyers (39 opened a brand new position + 57 added to an existing one). Only 39 were sellers (29 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHJ holders?

Strong quality — 24% AUM from major funds: 15 of 154 holders rank in the top 100 by AUM, accounting for 24% 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 SCHJ?

42% of holders stayed for 2+ years: 64 out of 154 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.

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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