Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — SCHQ

Based on 118 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SCHQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
118 hedge funds hold SCHQ 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 — +11% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

62 buying78 selling
Last quarter: 78 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 25 → 25 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 31% new

■ 36% conviction (2yr+) ■ 33% medium ■ 31% new
Of the 118 current holders: 42 (36%) held >2 years, 39 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

21 → 19 → 25 → 25 → 29 new funds/Q
New funds entering each quarter: 19 → 25 → 25 → 29. A growing number of institutions are discovering SCHQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 41% new entrants

■ 39% veterans ■ 20% 1-2yr ■ 41% new
Of 118 current holders: 46 (39%) held 2+ years, 24 held 1–2 years, 48 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
16 of 118 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SCHQ

In 2026 Q2, 62 hedge funds were net buyers of SCHQ (29 opened a new position, 33 added to an existing one), while 78 reduced or exited (47 trimmed, 31 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in SCHQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 118.

Hedge Fund Ownership: SCHQ

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

Market Analysis: SCHQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHQ

-- --

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SCHQ
117 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 117 120 -2.5%
13F Shares 11M 15M -28.86%
Total Value $330M $461M -28.47%
New Positions 28 25 +3
Increased Positions 33 37 -4
Closed Positions 31 23 +8
Reduced Positions 47 50 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHQ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

117 + investors

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

QUARTER:
Top 25 SCHQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carolina Wealth Advisors, LLC 7.11% 579,543 $18.1M
2 Professional Financial Management, Inc. 3.53% 111,214 $3.5M
3 Principia Wealth Advisory, LLC 2.35% 131,952 $4.1M
4 Attessa Capital LLC 1.86% 132,650 $4.2M
5 Werba Rubin Papier Wealth Management 1.77% 465,471 $14.6M
6 Mfg Wealth Management, INC. 1.76% 78,530 $2.5M
7 Beacon Bridge Wealth Partners, LLC 1.52% 169,913 $5.3M
8 Barden Capital Management, Inc. 1.25% 43,414 $1.4M
9 Sfmg, LLC 1.17% 621,809 $19.5M
10 WT Wealth Management 0.90% 103,757 $3.2M
11 Centric Wealth Management 0.79% 164,686 $5.1M
12 Strategic Advocates LLC 0.70% 5,757 $180K
13 Seek First Inc. 0.69% 34,831 $1.1M
14 Fermata Advisors, LLC 0.62% 98,434 $3.1M
15 Antonelli Financial Advisors, LLC 0.59% 27,301 $855K
16 L2 Asset Management, LLC 0.54% 165,654 $5.2M
17 Granville Capital, INC. 0.37% 26,302 $823K
18 Collective Family Office LLC 0.36% 56,305 $1.8M
19 Downshift Financial, LLC 0.32% 23,079 $722K
20 Milestones Private Investment Advisors LLC 0.31% 12,588 $394K
21 Keystone Global Partners, LLC 0.31% 26,006 $814K
22 Smart Money Group LLC 0.30% 36,926 $1.2M
23 Sellwood Investment Partners LLC 0.26% 23,510 $736K
24 Talisman Wealth Advisors LLC 0.21% 12,277 $284K
25 Compass Financial Management LLC 0.19% 50,314 $1.6M
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 (SCHQ)

What does the Smart Money Trend signal show for SCHQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SCHQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SCHQ?

More sellers than buyers — 44% buying: Last quarter: 78 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SCHQ holders?

Strong quality — 38% AUM from major funds: 16 of 118 holders rank in the top 100 by AUM, accounting for 38% 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 SCHQ?

Mixed — 36% long-term, 31% new: Of the 118 current holders: 42 (36%) held >2 years, 39 held 1–2 years, and 37 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Full history →