Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — SCHM

Based on 1008 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 SCHM 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
1,008 hedge funds hold SCHM 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
+117 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 — 50% buying

450 buying453 selling
Last quarter: 450 funds bought or added vs 453 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 (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 87 → 74 → 112 → 95. 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.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 17% medium ■ 16% new
673 out of 1,008 hedge funds have held SCHM 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

52 → 87 → 74 → 112 → 95 new funds/Q
New funds entering each quarter: 87 → 74 → 112 → 95. A growing number of institutions are discovering SCHM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 1,008 holders: 678 (67%) are 2+ year veterans, 123 entered 1–2 years ago, and 207 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
28 of 1008 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — SCHM

In 2026 Q1, 450 hedge funds were net buyers of SCHM (95 opened a new position, 355 added to an existing one), while 453 reduced or exited (391 trimmed, 62 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 22% of total institutional value in SCHM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 1008.

Hedge Fund Ownership: SCHM

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

Market Analysis: SCHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHM

-- --

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

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

Signal Freshness measures how much SCHM 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 · 76d ago
SCHM
+16.3%
SPY
+14.1%

SCHM outperformed SPY by +2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
SCHM
+6.1%
SPY
+0.3%

Since the filing became public, SCHM outperformed SPY by +5.8% .

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.

27 top-rated funds 34 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SCHM
993 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 993 975 1.85%
13F Shares 276M 270M 2.31%
Total Value $8.40B $8.00B 5.1%
New Positions 89 112 -23
Increased Positions 353 347 +6
Closed Positions 71 62 +9
Reduced Positions 385 359 +26
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

993 + investors

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

QUARTER:
Top 25 SCHM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 93 Financial Group, LLC 21.86% 1,583,141 $49.0M
2 Sherwood Financial Partners, LLC 13.57% 495,543 $15.3M
3 River's Edge Wealth Management, LLC 12.00% 379,814 $12.8M
4 Womack Financial LLC 11.17% 490,392 $15.2M
5 Cannon Capital Management, Inc. 10.89% 432,843 $13.4M
6 Financial Planning Navigators CORP 10.12% 745,988 $23.1M
7 White & Co Financial Planning Inc 9.51% 436,832 $13.5M
8 Monetary Solutions, Ltd 8.98% 300,239 $9.3M
9 Mokosak Advisory Group, LLC 8.80% 1,135,511 $35.2M
10 Family Legacy Financial Solutions, LLC 8.03% 317,723 $9.9M
11 Legacy Wealth Management, LLC 7.80% 4,320,097 $133.8M
12 Seneca Financial Advisors LLC 6.90% 761,028 $23.6M
13 Northeast Financial Group, Inc. 6.19% 807,726 $25.0M
14 Denver PWM, LLC 6.08% 509,213 $17.7M
15 Advisory Alpha, LLC 6.05% 7,151,527 $221.4M
16 Summitpoint Capital Management 5.97% 156,384 $4.7M
17 Compass Advisory Group LLC 5.70% 687,886 $21.3M
18 Fragasso Financial Advisors Inc 5.55% 2,923,473 $92.0M
19 High Note Wealth, LLC 5.50% 903,908 $28.0M
20 Horizon Financial Services, LLC 5.49% 401,484 $12.4M
21 Financial Solutions Advisory Group, Inc. 5.48% 1,279,556 $39.6M
22 Summit Asset Management, LLC 5.46% 1,268,811 $39.3M
23 St. Johns Investment Management Company, LLC 5.26% 403,845 $12.5M
24 Pps&V Asset Management Consultants, INC. 5.01% 264,946 $8.2M
25 Christensen, King & Associates Investment Services, Inc. 4.72% 355,057 $11.0M
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 (SCHM)

What does the Smart Money Trend signal show for SCHM?

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

Slight buying edge — 50% buying: Last quarter: 450 funds bought or added vs 453 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 SCHM holders?

Strong quality — 22% AUM from major funds: 28 of 1008 holders rank in the top 100 by AUM, accounting for 22% 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 SCHM?

67% of holders stayed for 2+ years: 673 out of 1,008 hedge funds have held SCHM 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 (SCHM) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHM has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +5.8%. Since the quarter end (March 31, 2026), SCHM has gained +16.3% vs +14.1% 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.

Full history →