Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHP)

657 + 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
↑ +43
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — SCHP

Based on 657 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
657 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 — +10% more funds vs a year ago

fund count last 6Q
+57 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.
🟢

More buyers than sellers — 65% buying

408 buying222 selling
Last quarter: 408 funds were net buyers (98 opened a brand new position + 310 added to an existing one). Only 222 were sellers (167 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new SCHP position: 89 → 66 → 68 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
410 out of 657 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.
➡️

Steady discovery — ~98 new funds/quarter

79 → 89 → 66 → 68 → 98 new funds/Q
New funds entering each quarter: 89 → 66 → 68 → 98. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Of 657 current holders: 430 (65%) 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 — 15% AUM from top-100

15% from top-100 AUM funds
24 of 657 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.
3.5
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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 31 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHP
2026 Q1 Stats Unlock in 14 days 657 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 657 614 7.0%
13F Shares 364M 362M 0.32%
Total Value $9.54B $9.72B -1.92%
New Positions 98 68 +30
Increased Positions 310 299 +11
Closed Positions 55 65 -10
Reduced Positions 167 173 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHP

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

657 + investors

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

Top 25 institutional holders of SCHP — 2025 Q4 · 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 LifeGuide Financial Advisors, LLC 16.52% 1,941,538 $51.7M
4 Golden Bell Financial Planning LLC 8.52% 401,701 $10.7M
5 ZynergyRetirementPlanningLLC 7.27% 451,841 $12.0M
6 Seneca Financial Advisors LLC 7.22% 925,889 $24.6M
7 Brightwater Advisory LLC 7.03% 399,148 $10.6M
8 LINCOLN NATIONAL CORP 6.86% 8,907,849 $237.0M
9 Grove Street Fiduciary, LLC 6.21% 529,909 $14.1M
10 Prentice Wealth Management LLC 6.17% 1,028,393 $27.4M
11 ARMSTRONG ADVISORY GROUP, INC 6.08% 3,408,054 $90.7M
12 Matrix Trust Co 6.06% 1,370,025 $36K
13 EQ WEALTH ADVISORS, LLC 5.31% 341,629 $9.1M
14 Dorato Capital Management 5.24% 265,696 $7.1M
15 BlueSky Wealth Advisors, LLC 5.20% 1,517,207 $40.4M
16 Carolina Wealth Advisors, LLC 5.17% 466,341 $12.4M
17 Two West Capital Advisors LLC 5.01% 352,559 $9.5M
18 Bulwark Capital Corp 4.82% 294,046 $7.8M
19 Navalign, LLC 4.65% 692,714 $18.4M
20 FDx Advisors, Inc. 4.61% 542,117 $14K
21 Kastel Capital Advisors, LLC 4.49% 276,404 $7.3M
22 CENTRAL TRUST Co 4.22% 8,055,215 $214.3M
23 Lutz Financial Services LLC 4.19% 2,341,905 $62.3M
24 Prairiewood Capital, LLC 4.13% 537,336 $14.3M
25 Seed Wealth Management, Inc. 4.06% 221,860 $5.9M
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 65% buying: Last quarter: 408 funds were net buyers (98 opened a brand new position + 310 added to an existing one). Only 222 were sellers (167 trimmed + 55 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHP holders?

Smaller funds dominant — 15% AUM from top-100: 24 of 657 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?

62% of holders stayed for 2+ years: 410 out of 657 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.

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.