SCHWAB STRATEGIC TR (SCHO): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SCHWAB STRATEGIC TR (SCHO)

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

Smart Money Signals — SCHO

Based on 631 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 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

631 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 — +8% more funds vs a year ago

fund count last 6Q

+47 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 — 62% buying

378 buying235 selling

Last quarter: 378 funds were net buyers (94 opened a brand new position + 284 added to an existing one). Only 235 were sellers (185 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter

Funds opening a new SCHO position: 75 → 59 → 57 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new

378 out of 631 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

88 → 75 → 59 → 57 → 94 new funds/Q

New funds entering each quarter: 75 → 59 → 57 → 94. A growing number of institutions are discovering SCHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new

Of 631 current holders: 394 (62%) 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.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

20 of 631 holders are among the 100 largest funds by AUM, controlling 57% 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	631	587	7.5%
13F Shares	328M	317M	3.42%
Total Value	$7.84B	$7.72B	1.67%
New Positions	94	57	+37
Increased Positions	284	262	+22
Closed Positions	50	69	-19
Reduced Positions	185	212	-27
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

631

587

7.5%

13F Shares

328M

317M

3.42%

Total Value

$7.84B

$7.72B

1.67%

New Positions

+37

Increased Positions

284

262

+22

Closed Positions

-19

Reduced Positions

185

212

-27

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

631 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of SCHO — 2025 Q4 · 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	Moisand Fitzgerald Tamayo, LLC	10.23%	3,920,931	$95.2M
6	TruNorth Capital Management, LLC	9.14%	1,964,291	$47.7M
7	KRM WEALTH MANAGEMENT L.L.C.	8.35%	624,993	$15.2M
8	FIDUCIARY FINANCIAL GROUP, LLC	7.01%	2,176,741	$52.8M
9	Blue Sky Capital Consultants Group, Inc.	6.89%	595,497	$14.5M
10	Western Reserve Capital Management, LLC	6.53%	327,861	$8.0M
11	ZynergyRetirementPlanningLLC	6.44%	438,538	$10.6M
12	Courage Miller Partners, LLC	5.62%	820,033	$19.9M
13	MBM WEALTH CONSULTANTS, LLC	5.36%	962,850	$23.4M
14	High Probability Advisors, LLC	5.23%	1,682,861	$40.8M
15	Bangor Savings Bank	5.00%	2,576,647	$62.5M
16	LVW Advisors, LLC	4.89%	2,112,985	$51.3M
17	BWM Planning, LLC	4.50%	703,664	$17.1M
18	Prairiewood Capital, LLC	4.04%	576,172	$14.0M
19	SIMS INVESTMENT MANAGEMENT, LLC	3.77%	422,625	$10.3M
20	Farrow Financial, Inc.	3.17%	230,174	$5.6M
21	Grove Street Fiduciary, LLC	3.14%	293,361	$7.1M
22	Successful Portfolios LLC	2.98%	222,991	$5.4M
23	ETF Store, Inc.	2.90%	122,889	$3.0M
24	Towneley Capital Management, Inc / DE	2.79%	549,185	$13.3M
25	Journey Beyond Wealth, LLC	2.77%	132,930	$3.2M

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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 62% buying: Last quarter: 378 funds were net buyers (94 opened a brand new position + 284 added to an existing one). Only 235 were sellers (185 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHO holders?

Elite ownership — 57% AUM from top-100 funds: 20 of 631 holders are among the 100 largest funds by AUM, controlling 57% 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?

60% of holders stayed for 2+ years: 378 out of 631 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.

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.

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SCHWAB STRATEGIC TR (SCHO)

Smart Money Signals — SCHO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More buyers than sellers — 62% buying

More new buyers each quarter (+37 vs last Q)

60% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 62% of holders stayed 2+ years

Elite ownership — 57% AUM from top-100 funds

Hedge Fund Ownership: SCHO

Market Analysis: SCHO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCHO

Hedge Fund Positioning: SCHO

Statistics: SCHO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SCHWAB STRATEGIC TR (SCHO)

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