Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHQ)

111 + 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
↑ +6
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — SCHQ

Based on 111 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SCHQ 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
111 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
+11 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 buyers than sellers — 64% buying

77 buying44 selling
Last quarter: 77 funds were net buyers (24 opened a brand new position + 53 added to an existing one). Only 44 were sellers (26 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 19 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 32% new

■ 39% conviction (2yr+) ■ 30% medium ■ 32% new
Of the 111 current holders: 43 (39%) held >2 years, 33 held 1–2 years, and 35 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

20 → 17 → 19 → 19 → 24 new funds/Q
New funds entering each quarter: 17 → 19 → 19 → 24. A growing number of institutions are discovering SCHQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 37% new entrants

■ 35% veterans ■ 28% 1-2yr ■ 37% new
Of 111 current holders: 39 (35%) held 2+ years, 31 held 1–2 years, 41 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
15 of 111 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SCHQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: SCHQ
2026 Q1 Stats Unlock in 17 days 111 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 111 105 5.71%
13F Shares 19M 14M 40.16%
Total Value $616M $448M 37.64%
New Positions 24 19 +5
Increased Positions 53 48 +5
Closed Positions 18 14 +4
Reduced Positions 26 31 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHQ

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

111 + investors

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

Top 25 institutional holders of SCHQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carolina Wealth Advisors, LLC 7.39% 564,266 $17.7M
2 Attessa Capital LLC 2.11% 123,516 $3.9M
3 MFG WEALTH MANAGEMENT, INC. 1.91% 73,332 $2.3M
4 Barden Capital Management, Inc. 1.19% 44,165 $1.4M
5 WT Wealth Management 0.85% 91,052 $2.9M
6 Seek First Inc. 0.82% 37,207 $1.2M
7 Antonelli Financial Advisors, LLC 0.70% 32,301 $1.0M
8 COLLECTIVE FAMILY OFFICE LLC 0.56% 79,316 $2.5M
9 Fermata Advisors, LLC 0.37% 52,565 $1.7M
10 Downshift Financial, LLC 0.34% 21,048 $658K
11 Sellwood Investment Partners LLC 0.27% 21,423 $673K
12 WBH ADVISORY INC 0.22% 95,285 $3.0M
13 Faithward Advisors, LLC 0.16% 36,545 $1.1M
14 Keystone Global Partners, LLC 0.15% 11,106 $349K
15 SILVERLAKE WEALTH MANAGEMENT LLC 0.10% 14,894 $468K
16 PARK AVENUE SECURITIES LLC 0.06% 249,508 $8K
17 RDA Financial Network 0.06% 7,234 $227K
18 TOTAL INVESTMENT MANAGEMENT INC 0.05% 14,610 $459K
19 Strategic Blueprint, LLC 0.04% 20,713 $651K
20 IFP Advisors, Inc 0.02% 31,088 $977K
21 World Investment Advisors 0.02% 35,703 $1.1M
22 Horizons Wealth Management 0.02% 777 $24K
23 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 8,379 $263K
24 EXENCIAL WEALTH ADVISORS, LLC 0.02% 16,253 $511K
25 Envestnet Portfolio Solutions, Inc. 0.02% 90,524 $2.8M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SCHQ 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 SCHQ?

More buyers than sellers — 64% buying: Last quarter: 77 funds were net buyers (24 opened a brand new position + 53 added to an existing one). Only 44 were sellers (26 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHQ holders?

Elite ownership — 52% AUM from top-100 funds: 15 of 111 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SCHQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCHQ?

Mixed — 39% long-term, 32% new: Of the 111 current holders: 43 (39%) held >2 years, 33 held 1–2 years, and 35 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.