Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
6Q ▲
Buyers last Q
59%

Smart Money Signals — SCHP

Based on 726 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SCHP 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
726 hedge funds hold SCHP 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 — +12% more funds vs a year ago

fund count last 6Q
+80 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

409 buying280 selling
Last quarter: 409 funds bought or added vs 280 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 (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 75 → 72 → 106 → 92. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
427 out of 726 hedge funds have held SCHP 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

92 → 75 → 72 → 106 → 92 new funds/Q
New funds entering each quarter: 75 → 72 → 106 → 92. A growing number of institutions are discovering SCHP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 728 holders: 465 (64%) are 2+ year veterans, 94 entered 1–2 years ago, and 169 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
30 of 725 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — SCHP

In 2026 Q1, 409 hedge funds were net buyers of SCHP (92 opened a new position, 317 added to an existing one), while 280 reduced or exited (212 trimmed, 68 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 726.

Hedge Fund Ownership: SCHP

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

Market Analysis: SCHP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHP

-- --

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

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

Signal Freshness measures how much SCHP 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 · 84d ago
SCHP
-0.9%
SPY
+14.9%

SCHP outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SCHP
-0.3%
SPY
+1.1%

Since the filing became public, SCHP outperformed SPY by -1.4% .

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.

17 top-rated funds 36 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: SCHP
720 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 720 702 2.56%
13F Shares 385M 368M 4.61%
Total Value $9.66B $9.65B 0.14%
New Positions 89 106 -17
Increased Positions 316 330 -14
Closed Positions 71 57 +14
Reduced Positions 211 180 +31
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: SCHP

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Short % of Float --

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Institutional Holders (2026 Q1)

720 + investors

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

QUARTER:
Top 25 SCHP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quadratic Capital Management LLC 98.47% 14,182,470 $377.4M
2 Financial Architects, LLC 21.36% 1,521,680 $40.5M
3 Tandemgrowth Financial Advisors LLC 17.01% 678,604 $18.1M
4 LifeGuide Financial Advisors, LLC 16.52% 1,941,538 $51.7M
5 Elm Partners Management LLC 9.29% 8,065,801 $214.4M
6 Cerity Partners OCIO LLC 9.02% 5,648,682 $150.3M
7 Golden Bell Financial Planning LLC 8.52% 401,701 $10.7M
8 ZynergyRetirementPlanningLLC 7.27% 451,841 $12.0M
9 Seneca Financial Advisors LLC 7.22% 925,889 $24.6M
10 Brightwater Advisory LLC 7.03% 399,148 $10.6M
11 Joseph Group Capital Management 6.91% 1,039,010 $27.6M
12 Lincoln National Corp 6.86% 8,907,849 $237.0M
13 Grove Street Fiduciary, LLC 6.21% 529,909 $14.1M
14 Fortis Advisors, LLC 6.19% 464,199 $12.4M
15 Prentice Wealth Management LLC 6.17% 1,028,393 $27.4M
16 Armstrong Advisory Group, Inc 6.08% 3,408,054 $90.7M
17 West Family Investments, Inc. 5.96% 609,276 $17.0M
18 Adventist Health System Sunbelt Healthcare Corp 5.37% 5,770,300 $153.5M
19 Vilga Financial Planning LLC 5.36% 225,316 $6.0M
20 Eq Wealth Advisors, LLC 5.31% 341,629 $9.1M
21 Dorato Capital Management 5.24% 265,696 $7.1M
22 BlueSky Wealth Advisors, LLC 5.20% 1,517,207 $40.4M
23 Carolina Wealth Advisors, LLC 5.17% 466,341 $12.4M
24 Two West Capital Advisors LLC 5.01% 352,559 $9.5M
25 Evoke Wealth, LLC 4.97% 10,392,695 $276.5M
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 (SCHP)

What does the Smart Money Trend signal show for SCHP?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SCHP 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 SCHP?

Slight buying edge — 59% buying: Last quarter: 409 funds bought or added vs 280 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 SCHP holders?

Smaller funds dominant — 15% AUM from top-100: 30 of 725 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHP?

59% of holders stayed for 2+ years: 427 out of 726 hedge funds have held SCHP 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 (SCHP) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHP has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), SCHP has gained -0.9% vs +14.9% 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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