Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHP)

781 + 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
↑ +64
Streak
7Q ▲
Buyers last Q
64%

Smart Money Signals — SCHP

Based on 792 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
792 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+139 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

483 buying273 selling
Last quarter: 483 funds were net buyers (125 opened a brand new position + 358 added to an existing one). Only 273 were sellers (212 trimmed + 61 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new SCHP position: 72 → 106 → 94 → 125. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 21% new
455 out of 792 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

76 → 72 → 106 → 94 → 125 new funds/Q
New funds entering each quarter: 72 → 106 → 94 → 125. A growing number of institutions are discovering SCHP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 793 holders: 487 (61%) are 2+ year veterans, 113 entered 1–2 years ago, and 193 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
34 of 790 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 483 hedge funds were net buyers of SCHP (125 opened a new position, 358 added to an existing one), while 273 reduced or exited (212 trimmed, 61 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 23% of total institutional value in SCHP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 792.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 40 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHP
781 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 781 728 7.28%
13F Shares 413M 386M 7.17%
Total Value $10.14B $9.68B 4.73%
New Positions 121 94 +27
Increased Positions 356 317 +39
Closed Positions 66 69 -3
Reduced Positions 211 212 -1
Total Calls 0 1 -100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: SCHP

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Institutional Holders (2026 Q2)

781 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quadratic Capital Management LLC 85.31% 8,053,035 $213.4M
2 Financial Architects, LLC 19.92% 1,567,285 $41.5M
3 LifeGuide Financial Advisors, LLC 15.64% 2,072,506 $54.9M
4 Tandemgrowth Financial Advisors LLC 15.27% 705,091 $18.7M
5 Golden Bell Financial Planning LLC 8.38% 429,976 $11.4M
6 Cerity Partners OCIO LLC 7.54% 5,620,759 $149.0M
7 Seneca Financial Advisors LLC 6.87% 998,768 $26.5M
8 Robinswood Financial LLC 6.82% 686,422 $18.5M
9 ZynergyRetirementPlanningLLC 6.81% 473,970 $12.6M
10 Brightwater Advisory LLC 6.73% 401,658 $10.6M
11 Lincoln National Corp 6.40% 9,439,565 $250.1M
12 Grove Street Fiduciary, LLC 5.89% 526,590 $14.0M
13 Prentice Wealth Management LLC 5.86% 1,071,634 $28.4M
14 Joseph Group Capital Management 5.82% 1,045,552 $27.7M
15 Fortis Advisors, LLC 5.81% 468,102 $12.4M
16 Armstrong Advisory Group, Inc 5.69% 3,527,518 $93.5M
17 Vilga Financial Planning LLC 5.19% 258,660 $6.9M
18 Two West Capital Advisors LLC 4.99% 383,217 $10.0M
19 Bulwark Capital Corp 4.99% 334,258 $8.9M
20 BlueSky Wealth Advisors, LLC 4.98% 1,623,663 $43.0M
21 Carolina Wealth Advisors, LLC 4.91% 472,871 $12.5M
22 Kastel Capital Advisors, LLC 4.88% 289,935 $7.7M
23 Dorato Capital Management 4.81% 270,159 $7.1M
24 Bakala Capital LLC 4.56% 39,247 $1.0M
25 Elm Partners Management LLC 4.55% 4,788,290 $126.9M
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 — 7 quarters in a row: For 7 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 — 64% buying: Last quarter: 483 funds were net buyers (125 opened a brand new position + 358 added to an existing one). Only 273 were sellers (212 trimmed + 61 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHP holders?

Strong quality — 23% AUM from major funds: 34 of 790 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SCHP?

57% of holders stayed for 2+ years: 455 out of 792 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.

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