Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHQ)

119 + 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
↑ +3
Streak
4Q ▲
Buyers last Q
46%

Smart Money Signals — SCHQ

Based on 120 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
120 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 — +18% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

62 buying72 selling
Last quarter: 72 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 — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 19 → 25 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 31% new

■ 37% conviction (2yr+) ■ 32% medium ■ 31% new
Of the 120 current holders: 44 (37%) 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

20 → 20 → 19 → 25 → 25 new funds/Q
New funds entering each quarter: 20 → 19 → 25 → 25. A growing number of institutions are discovering SCHQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 18% 1-2yr ■ 38% new
Of 120 current holders: 53 (44%) 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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
17 of 120 holders are among the 100 largest funds by AUM, controlling 54% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q1, 62 hedge funds were net buyers of SCHQ (25 opened a new position, 37 added to an existing one), while 72 reduced or exited (50 trimmed, 22 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in SCHQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 120.

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.

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

Signal Freshness measures how much SCHQ 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 · 79d ago
SCHQ
-0.7%
SPY
+13.9%

SCHQ outperformed SPY by -14.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SCHQ
+3.1%
SPY
+0.2%

Since the filing became public, SCHQ outperformed SPY by +2.9% .

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SCHQ
119 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 117 1.71%
13F Shares 15M 20M -23.62%
Total Value $461M $620M -25.67%
New Positions 24 25 -1
Increased Positions 37 54 -17
Closed Positions 22 18 +4
Reduced Positions 50 29 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

119 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carolina Wealth Advisors, LLC 7.39% 564,266 $17.7M
2 Professional Financial Management, Inc. 3.45% 96,034 $3.0M
3 Attessa Capital LLC 2.11% 123,516 $3.9M
4 Werba Rubin Papier Wealth Management 2.10% 478,692 $15.0M
5 Mfg Wealth Management, INC. 1.91% 73,332 $2.3M
6 Beacon Bridge Wealth Partners, LLC 1.86% 176,856 $5.6M
7 Barden Capital Management, Inc. 1.19% 44,165 $1.4M
8 Sfmg, LLC 1.15% 540,812 $17.0M
9 Strategic Advocates LLC 1.06% 7,608 $239K
10 Centric Wealth Management 1.01% 164,686 $5.1M
11 L2 Asset Management, LLC 0.97% 324,933 $10.2M
12 WT Wealth Management 0.85% 91,052 $2.9M
13 Seek First Inc. 0.82% 37,207 $1.2M
14 Antonelli Financial Advisors, LLC 0.70% 32,301 $1.0M
15 Collective Family Office LLC 0.56% 79,316 $2.5M
16 Granville Capital, INC. 0.40% 24,157 $759K
17 Fermata Advisors, LLC 0.37% 52,565 $1.7M
18 Milestones Private Investment Advisors LLC 0.35% 12,588 $396K
19 Downshift Financial, LLC 0.34% 21,048 $658K
20 Smart Money Group LLC 0.32% 34,937 $1.1M
21 Sellwood Investment Partners LLC 0.27% 21,423 $673K
22 Wbh Advisory Inc 0.22% 95,285 $3.0M
23 Frisch Financial Group, Inc. 0.21% 31,820 $1.0M
24 Jacobs Equity LLC 0.21% 7,435 $234K
25 Wealthgarden F.S. LLC 0.21% 9,648 $303K
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 — 4 quarters in a row: For 4 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 sellers than buyers — 46% buying: Last quarter: 72 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?

Elite ownership — 54% AUM from top-100 funds: 17 of 120 holders are among the 100 largest funds by AUM, controlling 54% 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 — 37% long-term, 31% new: Of the 120 current holders: 44 (37%) 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.

Is it too late to buy Schwab Strategic Tr (SCHQ) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHQ has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), SCHQ has gained -0.7% vs +13.9% 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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