Stock Analysis

SCHWAB STRATEGIC TR (SCHO)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — SCHO

Based on 554 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 this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
554 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding this stock is almost the same as a year ago (+18 funds, +3% change). No significant rush to buy or sell — the institutional base is holding steady.
🟢

More buyers than sellers — 61% buying

329 buying211 selling
Last quarter: 329 funds were net buyers (70 opened a brand new position + 259 added to an existing one). Only 211 were sellers (166 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 64 → 51 → 45 → 70. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 20% medium 14% new
362 out of 554 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
➡️

Steady discovery — ~70 new funds/quarter

60 → 64 → 51 → 45 → 70 new funds/Q
New funds entering each quarter: 64 → 51 → 45 → 70. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 16% 1-2yr 16% new
Of 554 current holders: 376 (68%) 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 — 3% top-100 AUM

3% from top-100 AUM funds
Only 18 of 554 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHO

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Hedge Fund Positioning: SCHO
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: SCHO

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed