Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — SCHO

Based on 690 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 SCHO 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
690 hedge funds hold SCHO 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 — +10% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

373 buying301 selling
Last quarter: 373 funds bought or added vs 301 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: 70 → 61 → 97 → 86. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
385 out of 690 hedge funds have held SCHO 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

80 → 70 → 61 → 97 → 86 new funds/Q
New funds entering each quarter: 70 → 61 → 97 → 86. A growing number of institutions are discovering SCHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 25% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 25% new
Entry-cohort mix of 690 holders: 410 (59%) are 2+ year veterans, 107 entered 1–2 years ago, and 173 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
26 of 689 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SCHO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — SCHO

In 2026 Q1, 373 hedge funds were net buyers of SCHO (86 opened a new position, 287 added to an existing one), while 301 reduced or exited (234 trimmed, 67 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in SCHO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 690.

Hedge Fund Ownership: SCHO

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

Market Analysis: SCHO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHO

-- --

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

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

Signal Freshness measures how much SCHO 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 · 79d ago
SCHO
-0.8%
SPY
+13.9%

SCHO outperformed SPY by -14.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SCHO
+0.1%
SPY
+0.2%

Since the filing became public, SCHO outperformed SPY by -0.1% .

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.

24 top-rated funds 42 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: SCHO
682 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 682 671 1.64%
13F Shares 295M 331M -10.88%
Total Value $7.11B $7.92B -10.19%
New Positions 82 97 -15
Increased Positions 287 300 -13
Closed Positions 71 55 +16
Reduced Positions 231 201 +30
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHO

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Institutional Holders (2026 Q1)

682 + investors

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

QUARTER:
Top 25 SCHO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holcombe Financial, Inc. 14.69% 1,029,588 $25.0M
2 Access Financial Services, INC. 11.91% 1,383,795 $33.6M
3 Arnold Financial Planning LLC 11.75% 517,952 $12.6M
4 Clear Retirement Advice LLC 11.40% 598,083 $14.5M
5 Blackhawk Capital Partners, LLC 11.05% 1,241,367 $30.1M
6 Moisand Fitzgerald Tamayo, LLC 10.23% 3,920,931 $95.2M
7 TruNorth Capital Management, LLC 9.14% 1,964,291 $47.7M
8 Passive Capital Management, LLC. 8.94% 1,234,433 $30.0M
9 Momentum Wealth Planning, LLC 8.63% 400,329 $9.7M
10 Krm Wealth Management L.L.C. 8.35% 624,993 $15.2M
11 FLC Capital Advisors 7.45% 1,718,824 $41.7M
12 Fiduciary Financial Group, LLC 7.01% 2,176,741 $52.8M
13 Blue Sky Capital Consultants Group, Inc. 6.89% 595,497 $14.5M
14 Western Reserve Capital Management, LLC 6.53% 327,861 $8.0M
15 ZynergyRetirementPlanningLLC 6.44% 438,538 $10.6M
16 Courage Miller Partners, LLC 5.62% 820,033 $19.9M
17 Mbm Wealth Consultants, LLC 5.36% 962,850 $23.4M
18 High Probability Advisors, LLC 5.23% 1,682,861 $40.8M
19 Bangor Savings Bank 5.00% 2,576,647 $62.5M
20 LVW Advisors, LLC 4.89% 2,112,985 $51.3M
21 CFG Wealth Management Services, Inc. 4.52% 203,477 $5.0M
22 BWM Planning, LLC 4.50% 703,664 $17.1M
23 United Capital Management of KS, Inc. 4.31% 1,173,541 $28.5M
24 C M Bidwell & Associates Ltd 4.15% 365,774 $8.9M
25 Prairiewood Capital, LLC 4.04% 576,172 $14.0M
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 (SCHO)

What does the Smart Money Trend signal show for SCHO?

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

Slight buying edge — 55% buying: Last quarter: 373 funds bought or added vs 301 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 SCHO holders?

Elite ownership — 52% AUM from top-100 funds: 26 of 689 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SCHO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCHO?

56% of holders stayed for 2+ years: 385 out of 690 hedge funds have held SCHO 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 (SCHO) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHO has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), SCHO has gained -0.8% vs +13.9% 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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